RFIs (Project Level)
Procore’s Request for Information (RFIs) tool is designed to keep projects running smoothly. Serving as a project's central storage and management point for information requests and responses, the RFI tool increases your ability to build project-wide accountability by letting you create, capture, and archive critical information exchanges between project leaders and the subcontractors, vendors, and other suppliers.
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The following table highlights which user permissions are required to perform the described user action.
- Denotes an action that is supported in Procore's iOS and/or Android mobile application.
|Assign an RFI to a 'Standard' Level User|
|Be Assigned an RFI||1|
|Add a Related Item to an RFI|
|Add a Submittal or Submittal Package to an RFI|
|Change the Ball in Court on an RFI|
|Choose an "Official Response" for an RFI|
|Close an RFI|
|Configure Advanced Settings: RFIs|
|Create a Potential Change Order from an RFI|
|Create an RFI||2|
|Create and View a Custom RFI Report|
|Delete a Response to an RFI|
|Delete an RFI|
|Designate the Default RFI Manager for a Project's RFIs|
|Edit a Custom RFI Report||3|
|Edit an RFI|
|Email Forward an RFI|
|Export Individual RFIs to PDF/CSV|
|Export RFI Log to PDF/CSV|
|Reopen an RFI|
|Respond to an RFI|
|Retrieve an RFI from the Recycle Bin|
|Search for and Filter RFIs|
|Share a Custom RFI Report|
|View Notification Log of Shared RFI Reports|
|View RFI Questions and Responses Report|
|View Public RFI|
|View Private RFI||1 4||1 4|
|View RFI Log as a Chart|
1 'Admin' level users may assign RFIs to a 'Standard' level user, though this is not default.
2 'Standard' level users will create RFIs in "Draft" mode. In addition, 'Standard' level users can only add 'Admin' level users to the Assigned To field on an RFI.
3 'Standard' level users can edit reports that they have created.
4 Users can only see private RFIs if they are on the distribution list or assigned the RFI.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the project's RFIs tool.
Updated the RFIs tool so that now, when a single RFI is exported to PDF, the system will only display the 'Official Response' on the PDF. If there is no Official Response set at the time of the export, the PDF will display "Awaiting Official Response." See Export RFIs.
RFI Creators must now assign an ‘RFI Manager’ to new RFIs. The ‘RFI Manager’ acts as the information gatekeeper between the Creator and Assignee, giving the system the ability to prevent ‘Standard’ Creators from viewing Assignee responses until the ‘RFI Manager’ marks and distributes the ‘Official Response.’ To learn more, see About the New RFI Manager Field.
Updated the RFI tool's 'Configure RFI Settings' page. Now, end users are presented with two option buttons when setting the default RFI Manager for the tool. These choices let users pick how the 'RFI Manager' field is populated with an RFI is created by a user with 'Standard' level permission. See About the New RFI Manager Field.
Updated the RFI tool to remove 'All' from the checkbox selection for 'Status' in the 'Add Filter' list because it was redundant. Users will retain the ability to click Select All/Clear All to mark/remove the mark from all Available status checkboxes (i.e., Open, Closed, and Draft). See Search for and Filter RFIs.
Updated styling on RFI List PDFs that include Questions and Responses.
Updated the RFIs tool to add the 'Chart' link under 'RFI Reports' (in the right sidebar). This opens the 'Open and Closed RFIs' chart.
Added persistent filters to the RFIs tool. Now, when you apply filters using the 'Add a Filter' drop-down list, the selected filters will remain in effect until you change them or click Clear All. See Search for and Filter RFIs.
Updated the Procore Training Video link in the RFI Response Required emails. The new link is: https://www.youtube.com/watch?<wbr/>v=RdQCzB_UGXo
Updated the RFI tool's List page so it now includes the 'List' and 'Recycle Bin' links at the top, as well as a Search bar, and the ability to Add a Filter. It also paginates. Differences in functionality are minimal and performance should not be diminished by this change. The layout uses React (similar to what was released for Submittals previously) and will also allow for the future bulk editing features. See Search and Filter for RFIs.
Changed the wording in the overdue RFI emails by changing the link from 'Click the View Online Links' to Click the Link. This is a more accurate description, as there are no 'View Online' links in the overdue email.
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