Edit a Custom RFI Report

Things to Consider

  • Required User Permissions

  • Additional Information:

    • The data displayed in the custom portfolio reports is dynamically generated and always reflects current project data.

    • Custom RFI reports are only viewable under the RFIs tool; they are not shown under the Reports tool.

Demo

edit-custom-rfi-report.gif

Steps

  1. Navigate to the project's RFIs tool.

  2. Click Edit.

  3. Edit the report content as desired.

    • You can edit the type, name, sort by preferences, columns, and/or filtering according to your needs.

    • When you edit the RFI report type, those changes will automatically be reflected. For example, if you previously marked a report as personal and unchecked that option, the report will now be visible to everyone in the project (if it is a project-specific report), or everyone in each of the company's projects (if it is a 'global' report).

    • For more information, see Create and View a Custom RFI Report.

  4. Click Update Report .

See Also

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