Export RFIs from a Bid Room in Portfolio Financials

Objective

To export RFIs from a Bid Room in Portfolio Financials to an XLS file.

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. RFIs in a Bid Room can be exported to an XLS file. 

Things to Consider

• Required User Permissions:
  • 'Vendor' access to the project or higher.
    Note: Users can only export RFIs for a Bid Room they have access to. 

Steps

1. Navigate to the Bid Room you want to export RFIs from.
2. Click the RFIs tab.
3. Click XLS.
   
   
   
   Note: The file will begin downloading to your computer. 

See Also

• Post an RFI in a Bid Room