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Remove a Tenderer from a Tender Room in Portfolio Financials

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 


To remove a tenderer from a Tender Room in Portfolio Financials.


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 Tender Room Team for the project. 
  • Additional Information:


  1. Navigate to the relevant Tender Room
  2. Click the Manage Tenders tab.
  3. Click the vertical ellipsis icon-ellipsis-vertical.png icon on the vendor's card.
  4. Click Remove.
  5. Click Yes, I'm Sure to confirm.