Unassign an RFI in Portfolio Financials

To unassign an RFI that was previously assigned to a member of the Bid Room Team in Portfolio Financials.

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.

• 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.

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.