View Global RFI Statistics

The Project Portfolio RFI report shows a statistical summary of the RFIs pertaining to projects you manage. The table intuitively breaks down the number of RFIs based on their statuses and criticality. The report also provides shortcuts to the RFI module of the respective projects.

• General Contractors – Have access to the statistics of all RFIs across the projects they manage, providing a comprehensive overview of project inquiries and responses.
• Subcontractors and Other Stakeholders – Can view statistics only for RFIs in which they are included in the workflow, across all projects they are working on.

Roles and Permissions: The Project Portfolio report is available only to users with 'View' permission for the portfolio reports enabled in their role.

To view the portfolio RFI report

• Ensure that you are in the portfolio console.

• To return to the portfolio console from any other part of the platform:
  • Click the App Launcher buttonin the top-right corner and select "Portfolio" from the dropdown.
• Click 'Documents' on the top, then select 'RFI' on the left

The 'Default View' shows all the standard columns. However, you have the flexibility to customize the table by removing unwanted columns, and re-arranging the columns in the order you want to view. Additionally, you can save your customizations as a personalized view to quickly access your preferred table layout in the future. See Customize Columns in List Views for more details. Following is the list of all possible columns:

• Project - The name of the project. Click the name to open the RFI module of the project. See View RFIs for more details.
• Total RFI Items - The grand total number of RFI pertaining to the project 
• Overdue - The number of RFIs whose due dates have past
• Status
  • Drafts - RFIs created by your company staff but yet to be applied with a workflow and routed.
  • Open - RFIs that are applied with a workflow but yet to be routed for response. This also includes the items awaiting your response. 
  • In Progress -  RFIs that are in progress and awaiting an answer. This also includes the items awaiting your response.  
  • Answered - RFIs that are responded to by the party with the answer but awaiting review, approval or closure
  • Closed - RFIs that were reviewed, approved, and closed by GC 
  • Cancelled - RFIs that are rejected by the GC as they are trivial or invalid
• Schedule Impact - The number of RFIs whose subject affects the timeline of the associated task(s) 
• Cost Impact - The number of RFIs whose context affects the budget or incurs extra expenses to the project.  

Search and filter options:

• Use the 'Search' box located at the top left to find any project using any value from the table as search criteria 
• Right-click the column header and customize the display and order of the columns as you wish 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
  • Customize Columns in List Views
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

Download as Excel Sheet

• Click the button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping.

• By default, the filename is set to the current date, but you can customize it by entering a preferred name in the text box.
• Click 'Direct Download' to save the file on your device.