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Export the RFIs List to CSV or PDF

Objective

To export a list of the RFIs on a project to the CSV or PDF file format.

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:
    • 'Read-only', 'Standard', and 'Admin' level permission on the project's RFIs tool.
  • Supported Export File Formats:
    • Comma-Separated Values (CSV). This format is supported only for the RFIs list. 
    • Portable Document Format (PDF). This format is supported for both the RFIs list and individual RFIs. 
  • Additional Information:

Steps

  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page. 
    (Note: If you apply one or more options in the 'Filter RFIs By' menu to narrow the data appearing in the log, the data in the exported file will also reflect the selected filters). 
  2. Click one of these options:


     
    • Export > PDF - All Responses. Downloads a PDF that include all replies to the RFI. 
    • Export > PDF - Official Only. Downloads a PDF that includes only the official response to the RFI (see Choose an "Official Response" for an RFI.
    • Export > CSV. Click this button to download a summary list of all the RFIs in the project to a single CSV file.
      (Notes:
      • The PDF file summarizes all of the RFI records that match the filters set in the 'Filter RFIs By' menu. Each RFI line item includes these data columns: #, Subject, Responsible Contractor, Assignee Date, Initiated Due Date, Closed Date, Ball In Court, Schedule Impact Days, Cost Code, Cost Impact and Received From. 
        OR
      • The CSV file provides a list that summarizes all of the RFI records that match the filters selected in the 'Filter RFIs By' menu.Each RFI line item includes these data columns: #, Subject, Responsible Contractor, Assignee Date, Initiated Due Date, Closed Date, Ball In Court, Schedule Impact Days, Cost Code, Cost Impact and Received From).  
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Last modified
08:25, 27 Jun 2017

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