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Procore

Share a Custom RFI Report

Objective

To add users and/or distribution group members to a custom RFI report's share list.

Things to Consider

  • Required User Permissions:
    • 'Read-only' level permissions or higher on the Reports tool
      AND
    • 'Standard' or 'Admin' level permissions on the RFIs tool.
  • Additional Information:
    • You can only share custom RFI reports that you or someone in the company have created. For example, you cannot share the "Questions and Responses Report" because it is NOT a custom report (it is a canned report). 
    • You can share a report with any person in the Project Directory regardless of whether or not they have access to the RFIs/Reports tools.

Demo

share-custom-rfi-report.gif

Steps

  1. Navigate to the projects RFIs tool.
    This reveals the RFIs page. 
  2. Choose one of these options:
  3. Click Share Report.
    This opens the Share Report window.
  4. Select the people or distribution group(s) from the People list. 
  5. Click Share.
    A GREEN banner appears to confirm that the Share List was updated.

 

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