Skip to main content
Procore (en-CA)

Restore a Deleted RFI 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 restore an RFI that was deleted in a Tender Room in Portfolio Financials.

Background

The RFIs page in the Tender Room is a powerful tool that allows you to manage RFIs from your vendors and keep information consistent across all tenderers. If an RFI was deleted, you can choose to restore it if necessary.  

Things to Consider

  • Required User Permissions:
    • 'Full access' to the project or higher.

Steps

  1. Navigate to the Tender Room you want to manage RFIs for.
  2. Click RFIs.
  3. Locate the deleted RFI that you want to restore.
  4. Click Restore.

    restore-rfi.png

    Note: The RFI is immediately restored and no longer shows as crossed out.