Reports: Enhanced Reporting for Project Management - RFIs
This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: 11/1/2023
Enhanced Reporting for Project Management - RFIs
Procore has released various enhancements to the Company level and Project level Reports tools for reporting on Project Management starting with RFIs. You can now report on your RFIs alongside your change event, location, specification sections and instruction information in enhanced reporting to gain insights such as cost impact across RFIs.
Enhanced Reporting allows users to create reports with data from multiple and related Procore tools on both active and inactive projects with a modern, intuitive interface.
Preview
This sample report page was created using fictitious data for demonstration purposes only
Demo
Notable Features
- Enhancements to filtering, grouping, and sorting data
- Enhancements to creating calculated columns
- New adjustable column width and additional updates to layout functionality
- New ability to combine data from multiple Tools in a single report
- Report at any level of granularity desired, from detailed reports to rollups by project
- New ability to report on inactive project data at the company level
Report Examples
- Open RFIs
- Cost Impact of RFIs across projects
- RFIs Grouped by Status
How to Access Enhanced Reporting for Project Management- RFIs
If you are interested in using Enhanced Reporting, start by following the steps below:
- Navigate to the Company level or Project level Reports tool.
- Click Create Report.
- Click Create New Report.
- Under Select Reporting Type, click Project Management - RFI.
See Enhanced Reporting: Create a Custom Report for more information.
Tip
Interested in how others are using Enhanced Reporting for Project Management? Join the conversation in Procore Community.See Also
If you would like to ask questions or share any feedback, please contact support@procore.com.