Skip to Main Content
Coming Soon: On April 2nd, all Suggestion Boxes will be migrating to The Network, Trimble's online user community. Your posts, votes, comments, and user accounts will transfer. This site will become read-only after the migration, and this banner will have a link to the new location for ProjectSight suggestions.
Categories Document Control
Created by Guest
Created on Oct 24, 2019

Please add responsible company or to/from capability to RFI form for reporting/exporting RFI reports

In many cases we need to upload our RFI to the architects system (we cannot use assignments and notifications, they do not want emails - we can't even email them the report, we have to upload it to Newforma). We need to have the ability to show to/from, or responsible company etc, on our RFI reports for this reason. It doesn't look like something we can accomplish with crystal reports because the data fields don't exist for this in RFIs. Maybe we could go to the sharing tab for this, adding responsible company there.

In the interim we are recommending creating with a transmittal cover sheet which allows for the to/from. The transmittal can be created within the RFI and allows to pick from the RFI reports to include with the transmittal.

  • Attach files