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Assign an RFI to Bid Room Team Member 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 assign an RFI to a member of the Bid Room Team in Portfolio Financials.

Background

The RFIs page in the Bid Room is a powerful tool that allows you to manage RFIs from your vendors and keep information consistent across all bidders. After an RFI is posted, you can assign an RFI to a member of the Bid Room Team.

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. 
  • Additional Information:
    • When an RFI is assigned to an individual, only that individual can post an answer to that RFI.

Steps

  1. Navigate to the Bid Room you want to manage RFIs for.
  2. Click the RFIs tab.
  3. Click the RFI you want to assign to a member of the Bid Room Team.
  4. Click the Assign to drop-down menu.

    assign-rfi-to.png
     
  5. Select the assignee from the list.
    Note: The selected assignee will receive an email notification that they have been assigned to an RFI.