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Edit a Custom RFI Report

Objective


To edit a custom RFI report's type, name, preferences, columns, and/or filtering.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions to the RFIs tool to edit all reports that are not marked 'personal' to another user.
    • 'Standard' level permissions on the RFIs tool to edit the reports created by that user.
    • 'Read Only' level permissions to the RFIs tool to view RFIs.
  • 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 tab; they are not shown under the Reports tab.

Steps

  1. Navigate to the project's RFIs tool.
  2. Under Custom Reports in the right pane, click the report to edit.

    my-reports-rfis.jpg
     
  3. Click Edit Custom Report in the right pane to open the report in edit mode. 
  4. Edit the report content.
    (Note: 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). See Create and View a Custom RFI Report.)
  5. Click Update. (Note: The custom RFI report will now reflect your recent changes.)
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