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Unassign an RFI in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please 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 Bid Room Team in Portfolio Financials.

Background

The RFIs page in the Bid Room is a powerful tool that allows you to manage RFIs from your vendors and keep information consistent across all bidders. If an RFI was previously assigned to a member of the Bid 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 Bid 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 Bid Room Team.
  4. Click Unassign.