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Procore

View Vendors in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To view your organization's vendor database in Portfolio Financials.

Background

The Vendors page in Portfolio Financials is a database of all vendors that have been added to your organization's account in Procore. This is where you can find contact information and high-level engagement stats for all of your vendors.

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 

Steps

  1. Click the hamburger icon in Portfolio Financials and click Vendors
    hamburger-icon-vendors.png
  2. Click on the vendor you want to view data for.
  3. The following information is shown:

Engagement Summary

Each vendor's project stats for bidding and contracts in Portfolio Financials are outlined in the Engagement Summary section. You can track metrics such as number of bid rooms invited to, number of bids submitted, and contracts awarded.

view-vendor-engagement-summary.png

All Projects

The 'All Projects' section breaks down each vendor's project history by status, building, and amount committed.
Tip! You can quickly navigate to a project by clicking its hyperlink in the 'Project' column.

view-vendor-projects.png