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Procore (en-CA)

Remove a Tenderer from a Tender Room in Portfolio Financials

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 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.