Export and import RFIs

You can export RFIs to an Excel file where you can edit them and create new ones. Then you can import the file, which can only be used once, back into ProjectSight. If there are any errors, you can review and fix them in a new Excel file.

Note:
  • Record permissions, field permissions, and status permissions are checked when you export RFIs to an Excel file and when you import the file into ProjectSight.
  • In the Excel file, required fields are light red, and read-only fields are light blue.
  • To avoid an import error, make sure you enter information in the Resolution field if the Date Resolved and Resolved By fields contain information.
  • The Excel file can only be imported into the project that it was exported from.

When you import the Excel file back into ProjectSight:

  • If new values were entered after this spreadsheet was exported, your edits are flagged.
  • Blank rows and fields are ignored.
  • If a non-draft status is selected, and a required field is invalid or empty, the new record remains a draft.
  • The Resolution, Date Resolved, and Resolved By fields are updated in the record. If the Date Resolved and Resolved By fields are empty in the Excel file and in the record, the current user and time stamp are used.

Edit and create RFIs using the Excel import sheet

You can use the the Excel import sheet to edit and create RFIs.

  1. In the RFIs module, filter the records that will be exported to Excel.
    1. In the Search panel, set the filters.
    2. To export specific RFIs, select their checkboxes. If none are selected, all the RFIs are exported.
  2. In the list view, add and rearrange the columns, and then save the custom view.
    The Excel file will display the columns for the fields in the list view followed by the remaining fields.
  3. On the navigation toolbar, select Project export toolbar button(Import/Export) > Export to Excel.
    The Excel file contains the required fields and the fields that you have permission to view.
  4. Open the Excel file.
  5. On the RFIs tab, enter the RFI details in a new row.
  6. If needed, edit any existing RFIs.
    Tip: You can copy and paste unlocked cells.
  7. Save the Excel file.
  8. In ProjectSight, open the RFIs module.
  9. On the navigation toolbar, select Project export toolbar button(Import/Export) > Update from Excel.
  10. Select the Excel file to import.

Review and fix import errors

You can review and fix import errors.

To review and fix import errors:
  1. In the import error message, select Review Errors.
    The PCOs with errors are exported to a new Excel file.
  2. Review the Feedback column and fix the associated errors.
  3. Save the Excel file.
  4. In ProjectSight, open the Potential Change Orders module.
  5. On the navigation toolbar, select (Import/Export) > Update from Excel.
  6. Select the Excel file to import.