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Procore

Add or Manage Documents for a Bid Room 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 add or manage files in the Documents section of a Bid Room in Portfolio Financials.

Background

The Bid Room in Portfolio Financials is a shared portal between the owner and bidders. Before you can send and manage bids, you must set up the Bid Room. The Trade Setup page is where you will enter information and upload documentation so that your bidders can accurately submit their bids. 

You can upload any documents (such as drawings, floor plans, specifications, and rules and regulations) that your bidders will need in order to complete their bids to the Documents section. You can upload new files for your bidders, or choose from existing files that have already been uploaded to the project documents.

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. 
  • Additional Information:
    • Important! Any information entered on the Trade Setup page, including files uploaded to the Documents section, will be visible to bidders.

Steps

  1. Navigate to the relevant Bid Room.
  2. Click the Trade Setup tab. 
  3. Scroll to Bid Documents. 
  4. Add and manage files and folders as necessary. See the steps below:

Add and Manage Files

Note: If you upload any new documents during the bidding process after bidders have been invited, your bidders will be notified of your changes via email.

To upload new files into the Bid Room:
  1. Choose whether you want to upload files to a particular folder.
    • If you do not want to add files to a particular folder:
      1. Click Add New Files.
      2. Locate and select the files you want to upload.
    • To add files into a folder:
      1. Click the folder name to open the folder.
        Note: If you want to add files to a new folder, see Create a New Folder below. 
      2. Click Add New Files to This Folder.
      3. Locate and select the files you want to upload.
To import existing files from your project into the Bid Room:
  1. Click Add New Files.
  2. Select the files you want to import. A checkmark will appear next to selected items.
  3. Click Add.
To edit a file name:
  1. Click the vertical ellipsis   icon for the file you want to rename.
  2. Enter the revised file name.
  3. Click Save
To move a file:
  1. Click the vertical ellipsis  icon for the file you want to move.
  2. Click Move To....
  3. Click the name of the folder you want to move the file to.
    Note: If you want to move a file back to the main Files section, click Bid Documents as your selection. 
  4. Click Save
To delete a file:
  1. Click the vertical ellipsis  icon for the file you want to delete.
  2. Click Delete Document.
  3. Click Delete to confirm. 

 


Add and Manage Folders

To create a new folder:
  1. Click the top vertical ellipsis  icon in the Documents section. 

    vertical-ellipsis-documents.png
  2. Click Create New Folder.
  3. Enter a name for the folder.
  4. Click Save
To edit a folder name:
  1. Click the vertical ellipsis  icon for the folder you want to rename.
  2. Enter the revised folder name.
  3. Click Save
To delete a folder:
  1. Locate the folder you want to delete in the Folders area of the Documents section.
  2. Click the vertical ellipsis  icon.
  3. Click Delete Folder.
  4. A 'Confirm Folder Deletion' window opens.

    confirm-folder-deletion.png
    • If you want to save the files that are currently in the folder, click 'Delete folder only and all files will be preserved'.
      Note: Any files will be moved back to the main files section after the folder is deleted. 
    • If you want all files within the folder to be permanently deleted, click 'Delete folder and all its contained files'.
  5. Click Delete to confirm your selection.