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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:
    • 'Full access' to the project or higher.
  • Additional Information:
    • If you remove a vendor from the tender, they will not be notified.

Steps

  1. Navigate to your account's Tender Rooms.
    tender-rooms.png
  2. Click the name of the Tender Room. 
  3. Click Manage Tender.
  4. Click the vertical ellipsis icon on the vendor's card.
  5. Click Remove.
    remove-tenderer.png
  6. Click Yes, I'm Sure to confirm.