Change the Columns for the List of RFIs

You can change the columns that are displayed in the list of RFIs, so that you only see the information that is relevant to you by going to Projects > RFIs > Grid Settings > Column Configuration. You can also change the order of the columns.

By default, all columns show in the list of RFIs. When you change the columns, your RFI list view is affected for all projects. Other users cannot see your changes. You cannot hide the RFI # column. s

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the RFIs tab.
  3. Click the Grid Settings button and select Column Configuration.
  4. Deselect the check box for each column you no longer want to see in the list. Ensure that the check box is selected for each column you want to see.
  5. To change the order of the columns, click on the column name in the list and drag it to the location where you want it to display.
  6. When you are finished, click Apply.
The RFI list now shows only the columns you selected, in the order you arranged them.
You may also want to change the width of the columns. See Change the Column Width for the List of RFIs.