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Procore

Add a Bid for a Vendor 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 manually add a vendor's bid to Portfolio Financials to compare with other bids. 

Background

If you have received a bid outside of Procore, you can manually add it to the bid comparison sheet when comparing bids in Portfolio Financials. While this action does not create a bid or contract for the vendor in Portfolio Financials, it can be helpful in determining your overall consideration of the vendor. 

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

 Important

Adding a bid to the bid comparison sheet does NOT create a contract for the bid. If you want to award a contract to the vendor, you can choose from the following options:

  1. Navigate to the relevant Bid Room.
  2. On the Manage Bids tab, click Compare Bids.
  3. Click the Tools menu. 
  4. Click Add Bid.
    add-bid.png
    Note: A new bid column is automatically added.
     
  5. Enter information for the bid into the new column as necessary. 
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