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Remove a Bidder from a Bid Room in Portfolio Financials

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 


To remove a bidder from a Bid Room in Portfolio Financials.


If you have already invited bidders to a Bid Room and want to remove a particular bidder, you can remove them from the Bid Room. 

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. 
  • Additional Information:


  1. Navigate to the relevant Bid Room
  2. Click the Manage Bids tab.
  3. Click the vertical ellipsis icon-ellipsis-vertical.png icon on the vendor's card.
  4. Click Remove.
  5. Click Yes, I'm Sure to confirm.