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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.

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.
    share-custom-report.png
  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.

 

If you would like to learn more about Procore's RFI software and how it can help your business, please visit our request for information (RFI) construction software product page .