Export the List of RFIs

You can export the list of RFIs to create an Excel file with the RFI information by going to Projects > RFIs > More > Export.

The export contains the columns shown in the list of RFIs. If you have changed the columns for the list of RFIs, the export contains the modified columns.
Note: Information in the "Responses" column does not export to Excel at this time.

  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. Select the check box for each RFI you want to export.
  4. Click the More button in the upper right corner and select Export.
  5. Use the internet browser options to open or save the Excel file.
The RFI information is available in Excel.