Bid Room - Tutorials (Portfolio Financials)
Tip
If you are a vendor who has been invited to bid using Portfolio Financials in Procore, see the bidding tutorials and FAQs here:
Resources for Vendors
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Bid Room
Best Practices for Bid Room Collaborators
Create a Bid Room
Edit the 'Invitation to Bid' Email for a Bid Room
Set Up a Contract Room from a Bid Room
View Bids in a Bid Room
View Messages and Activity in a Bid Room
Bid Form
Create a Bid Form for a Bid Room
Revise a Bid Form for a Bid Room
Trade Setup
Add or Manage Documents for a Bid Room
Complete Trade Setup Details for a Bid Room
Edit Trade Setup Details for a Bid Room
RFIs
Assign an RFI to a Member of the Bid Room Team
Delete an RFI in a Bid Room
Edit an RFI in a Bid Room
Export RFIs from a Bid Room
Post an Answer to an RFI in a Bid Room
Post an RFI in a Bid Room
Restore a Deleted RFI in a Bid Room
Unassign an RFI in a Bid Room
Manage Bids
Add a Bid for a Vendor in Portfolio Financials
Compare Bids in a Bid Room
Freeze or Unfreeze a Bidder in a Bid Room
Invite Bidders to a Bid Room
Preview a Bid as a Bidder in Portfolio Financials
Remove a Bidder from a Bid Room
Remove Bidder Contacts from a Bid Room in Portfolio Financials
Resend an Invitation to Bid for a Bid Room
Select a Bidder to Award a Contract to in a Bid Room
Send a Message to Bidders from a Bid Room
Unlock Bids in a Sealed Bid Room