Remove a Tenderer from a Tender Room 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 remove a tenderer from a Tender Room in Portfolio Financials.
Background
If you have already invited tenderers to a Tender Room and want to remove a particular tenderer, you can remove them from the Tender Room.
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:
- If you remove a vendor from the tender, they will not be notified.
- If you only need to remove a particular contact from the Bid Room, see Remove Bidder Contacts from a Bid Room in Portfolio Financials.
Steps
- Navigate to the relevant Bid Room.
- Click the Manage Bids tab.
- Click the vertical ellipsis
icon on the vendor's card.
- Click Remove.
- Click Yes, I'm Sure to confirm.