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Procore

Perform Bulk Actions on Correspondence Items

Objective

To use the Bulk Actions menu in the Correspondence tool to perform bulk edits on a batch of correspondence items. 

Background

You can perform bulk actions when you want to apply the same edits to more than one correspondence item in the Correspondence tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Correspondence tool.
 Note
  • Reach out to your Procore point of contact if you want for Private correspondence items to be hidden from users with 'Admin' level permissions at the company or project level, ensuring they will not have the ability to view or respond to private items unless they are specifically included on the correspondence item. (If your company is based in Australia or New Zealand, this additional level of privacy will be enabled by default).
  • You can always see who has permissions to private items via the 'Permissions' tab when viewing a correspondence item.
    OR
    'Standard' level permission or higher on the project's Correspondence tool.
    AND
    You must be the creator of the correspondence or a user listed in the item's 'Assignee', 'Received From', or 'Distribution' fields. Additionally, users who belong to the same companies as the users listed on the correspondence item can also respond to private items if the General Correspondence type has the granular permission of 'Respond to Private Items Accessible to Users within Same Company' enabled.

Steps

  1. Navigate to the project's Correspondence tool.
  2. Click the List tab.
    This reveals a list of all the correspondence items on the project. 
  3. Locate the correspondence item that you want to modify in the Items list. Then do the following:
    • To select all of the correspondence item for a specific correspondence type, such as Extension of time, select the checkbox at the top of the left column for that correspondence type.
      OR
    • To select one or more of the correspondence items in the list, select the checkbox to the left of each desired correspondence item. 
  4. Open the Bulk Actions menu and click Edit in the drop-down list. 
    perform-rfi-bulk-actions.png
  5. Choose from these options to edit the selected correspondence items:
    • Assignee: Select an assigned from the dropdown list.
    • Received From: Select a person from the dropdown list.
    • Due Date: Select a due date from the calendar.
    • Status: Select one of the following items:
      • Approved
      • Closed
      • In Progress
      • Open
    • Location: Select a location from the dropdown list.
    • Schedule Impact: Enter a schedule impact
    • Cost Impact: Enter a cost impact.
    • Cost Code: Select a cost code from the dropdown list.
    • Specification Section: Select a specification section from the dropdown list.
  6. Click Apply
    This applies the specified edits to all the selected correspondence items.

See Also