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综合财务管理中的投标审批如何运作?

 注意
此常见问题中的信息适用于使用 Procore 综合财务管理产品的账户。请联系你的Procore point of contact获取更多信息。

答案

After you click Select Bidder for a bid, you will enter a four step process to officially submit the bid for approval. Watch the training video below, or jump to the steps in the Steps section. 

Video

 
 

Steps

  1. Finalize the bid. You can review the final bid price and schedule of values breakdown. Depending upon the setup requested by your Company Admin, you may or may not have the option to edit the Schedule of Values.
    finalize-bid.png
  2. Set up the approval package. 
    This is where can include a reason for your bidder recommendation, review the proposed award price alongside the project budget and any other committed costs, and upload any additional documents.
    Note: A copy of the bid comparison is automatically generated and included in the package.

    set-up-package.png
  3. Review approvers. 
    Make sure to review the approval chain for the specific bid, given the assigned thresholds.

    review-approvers.png
  4. Review and send the bid for approval. 
    Click Send For Approval to send an email to the next person in the approval chain to let them know that it is time for them to review.

    review-and-send.png

    After an individual logs in to Procore and approves the bid, an email will be sent to the next person in line. The process repeats until the bid is officially approved. 
    Note: After the approval workflow has been initiated and individual approvals are pending, the page shows the following:

    pending-approvals.png
  5. 在所有审批者提交审批后,点击完成合同设置以创建合同。

    finalize-contract.png