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Procore (en-CA)

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. 
  • Additional Information:

Steps

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