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Restore a Deleted RFI 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 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:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Bid Room Team for the project. 

Steps

  1. Navigate to the relevant Bid Room.
  2. Click the RFIs tab.
  3. Locate the deleted RFI that you want to restore.
  4. Click Restore.

    restore-rfi.png

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