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Remove a Team Contact from the Contract Room 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 remove owner or vendor contacts from the Contract Room in Portfolio Financials.

Background

The Teams tab of the Contract Room in Portfolio Financials is where you can add or remove contacts from the Owner Team and Vendor Team. 

Things to Consider

  • Required User Permissions:
    • 'Vendor' access to the project or higher.
      Note: Vendors can only remove vendor contacts for their own contract.

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker. 
    Note: Cost items with a Contract Room are marked with a ribbon icon-ribbon-pfcp.png icon.
  2. Click the Teams tab.
  3. Click the Owner Team or Vendor Team tab to locate the contact you want to remove.
  4. Click the rubbish bin  icon-delete-trash4.png  icon across from the contact.
  5. To confirm that you want to remove the contact, click Remove.