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Add a Bid for a Vendor in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Objective

To manually add a vendor's bid to Portfolio Financials to compare with other bids. 

Background

If you have received a bid outside of Procore, you can manually add it to the bid comparison sheet when comparing bids in Portfolio Financials. While this action does not create a bid or contract for the vendor in Portfolio Financials, it can be helpful in determining your overall consideration of the vendor. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Bid Room Team for the project. 

Steps

 Important

Adding a bid to the bid comparison sheet does NOT create a contract for the bid. If you want to award a contract to the vendor, you can choose from the following options:

  1. Navigate to the relevant Bid Room.
  2. On the Manage Bids tab, click Compare Bids.
  3. Click the Tools menu. 
  4. Click Add Bid.
    add-bid.png
    Note: A new bid column is automatically added.
     
  5. Enter information for the bid into the new column as necessary.