Bulk Edit RFIs

Bulk Editing of RFIs allows Project Admins to manage project transitions and perform data cleanup at scale, eliminating the need to edit records one-by-one.

• Required User Permissions

• Supported Views:

  • The Bulk Actions menu is supported in the RFIs tool's Items view.

• When updating Open RFIs, remove the old assignee and add the new one in the same motion. This ensures active RFIs never lose their owners during the transition.

• Always perform bulk edits before downgrading a user’s permissions or removing them from the project to ensure a smooth transfer of responsibilities.

• To edit Assignees: RFIs must be in Open, Closed, or Draft status.

• To edit Distribution Lists: RFIs must be in Open, Closed, Draft, or Closed - Draft status.

1. Navigate to the project's RFIs tool.

2. Click the Items tab.

3. Locate the RFIs you want to modify in the Items list.

   • To select all of the RFIs in the list, mark the checkbox at the top of the left column OR To select one or more of the RFIs in the list, mark the check box to the left of each desired RFI.

4. Click the edit icon.

5. Choose from these options to edit the selected RFIs:

   • Entrepreneur responsable

   • Reçu de

   • Gestionnaire de DDR

   • Échéance

   • Emplacement

   • Impact sur le planning

   • Impact financier

   • Sous-projet

   • Privé

   • Add to Distribution List

   • Remove from Distribution List

   • Add to Assignees

   • Remove from Assignees

6. Click Apply.