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Post an RFI 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 post an RFI in a Bid Room 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.

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

  1. Navigate to the Bid Room you want to post an RFI in.
  2. Click the RFIs tab.
  3. Click Post an RFI.

    post-an-rfi.png
     
  4. Enter your RFI question in the text box.
  5. Optional: Assign a reference number to the RFI.
  6. Optional: Attach a file to the RFI.
  7. Click Post Question.