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Procore

Create 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 create 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 create and set up the Bid Room.

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access can only create a Bid Room from a cost item they created. 
  • Additional Information:

Prerequisites

Video

 

 

Steps

  1. Scroll to the Cost Tracker section of the Project Page. 
  2. Click the arrow  icon next to a cost item.
  3. Click Bid Out
    Note: If your organization has the 'Sealed Bidding' feature  enabled by Procore, you can choose whether you want this to be a sealed bid process. See How do I run a sealed bid process in Portfolio Financials?
  4. Setting up a Bid Room is a multi-step process. See the relevant tutorials below for the next steps.

See Also

 

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