Resend an Invitation to Bid in Portfolio Financials

Note icon Note

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.

Objective

To resend an invitation to bid for a Bid Room in Portfolio Financials.

Background

If a vendor claims to have not received an invitation to bid for a Bid Room, you can resend the invitation from Procore, or forward the original email from your inbox.

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.

Prerequisites

Steps

  1. Navigate to the relevant Bid Room.

  2. Click the Manage Bids tab.

  3. On the bidder's card, click Resend Invite.
    resend-invite.png

  4. Click Send Invitations to Bid.