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Delete an RFI in Portfolio Financials

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 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 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 Tender Room Team for the project. 
  • Additional Information:
    • Deleted RFIs can be restored later if needed. 

Steps

  1. Navigate to the Tender Room you want to manage RFIs for.
  2. Click the RFIs tab.
  3. Click the RFI that you want to delete.
  4. Click Delete this question.

    delete-rfi.png

    Note: The RFI can be deleted by clicking Restore.