Export RFIs to CSV or PDF

Background

The RFIs tool lets you export the records in your project's RFIs tool to two (2) file formats: CSV or PDF. You also have the choice between exporting the entire RFI list for a project or exporting the information in a single RFI.

Things to Consider

  • Required User Permissions

  • Additional Information:

    • The exported data reflects any active search results, filters, and sorted columns. See Search for and Filter RFIs.

    • If you want to download all of the RFIs for a project, users with the appropriate permissions can extract the RFI information using the Procore Extracts application.

Steps

  1. Navigate to the project's RFIs tool.

  2. Click Export.

  3. Choose one of the following options:

    • PDF - All Responses

    • PDF - Official Only

    • PDF

    • CSV

See Also

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