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Unassign an 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 unassign an RFI that was previously assigned to a member of the Tender Room Team 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 previously assigned to a member of the Tender Room Team, but it does not need to be assigned to that member, you can unassign the RFI.

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 Tender Room you want to manage RFIs for.
  2. Click the RFIs tab.
  3. Click the RFI that you want to unassign from a member of the Tender Room Team.
  4. Click Unassign.