Delete an RFI 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 delete an RFI that was posted in a Tender Room in Portfolio Financials.
Background
The RFIs page in the Tender Room is a powerful tool that allows you to manage RFIs from your vendors and keep information consistent across all tenderers. If an RFI was posted by mistake or is not relevant, it can be deleted.
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.
- 'Limited' access to the project or higher.
- Additional Information:
- Deleted RFIs can be restored later if needed.
Steps
- Navigate to the Tender Room you want to manage RFIs for.
- Click the RFIs tab.
- Click the RFI that you want to delete.
- Click Delete this question.
Note: The RFI can be deleted by clicking Restore.