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Remove a Bidder from a Bid Room in Portfolio Financials

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. 


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.