Work with RFI Lists

You may want to filter, sort, or export an RFI list as it grows.

Filter an RFI Subset

Apply a filter to display a subset of RFIs.

1. Click the Module Selector .
2. Select the RFIs tab to display a list of all project RFIs.
3. Click the Filter drop-down menu.
4. Select one or more criteria. You can filter by status, creator, assignee, start date, and due date.
5. Click Apply.

Sort an RFI List

Change the order of the RFI list.

1. Click the Module Selector .
2. Select the RFIs tab to display a list of all project RFIs.
3. Click the column header for Status, ID, Title, Location, or Due Date to sort the RFI list.
4. Click the same column header again to sort in reverse order.

Export an RFI List

1. In Project Management, select RFIs.

2. Click the Export drop-down menu and select one of the following:

   • PDF report: You can also edit the report title and add a message, then click Create Report. The report is generated and emailed to you.
   • CSV report: Opens a Windows Save As dialog to choose a download location. You can open this file in Excel.
   Note: Exporting a PDF takes longer than the CSV option.

3. Click the Reports tab in the Insight module to view your exported list as part of an RFI Summary report.