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Procore

Resend an Invitation to Bid 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 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. 

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