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Procore

Edit a Custom RFI Report

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  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page.
  2. Under Custom Reports in the right pane, click the desired custom report.
    This launches the Reports tool. 
  3. Click Edit
    This places the report in edit mode
  4. Edit the report content as desired.
    Notes:
    • 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).
    • For more information, see Create and View a Custom RFI Report.
  5. Click Update Report
    This saves your edits to the custom report. 

Note: Custom RFI reports are only viewable under the RFIs tool; they are not shown under the Reports tool.edit-custom-rfi-report.gif