To create a Request for Information (RFI) using the project's RFIs tool
In the construction industry, the Request for Information (RFI) process is a key information tool that is commonly required on construction projects of all sizes. In its simplest terms, an RFI is a technical query about an aspect of the construction project that requires clarification. In Procore, an RFI is comprised of three (3) parts:
A common scenario that triggers the creation of an RFI is when a supplier or subcontractor requires information from the project architect or engineer. For example, a project drawing might be unclear, a requirement may be ambiguous, or a product specification may be inferior to another option.
RFI #. Procore automatically assigns numbers to new RFIs in sequential order. For example, 1, 2, 3, and so on. Duplicate numbers are also allowed. See Can I create an RFI with a duplicate number? To learn about other options for RFI numbering, see What options do I have for numbering RFIs in Procore?
Draft. Place a checkmark in this box to create an RFI in the 'Draft' status. Remove the checkmark to create an 'Open' RFI. The entry in the Question box an only be changed when an RFI is in the 'Draft' status. Users with 'Standard' level permission can only create draft RFIs in Procore. Users with 'Admin' level permission can create an RFI in any status. To learn more about 'Draft' RFIs, see What is a Draft RFI?
RFI Manager. Select an RFI Manager from the drop-down list. See What is the RFI Manager role?
Assigned To*. Assign responsibility for submitting a response to the RFI question to one project team member. This individual will be listed as the Ball In Court person for the RFI (Note: A user with 'Standard' level permission to the RFIs tool can only select users with 'Admin' level permission from the Assigned To list).
Responsible Contractor. This is automatically prefilled with the company associated with the person who is creating the RFI, as defined by the "Question Received From" field.
Date Initiated. Records the date the RFI was placed into the 'Open' status. This field is blank when an RFI is in 'Draft' status.
To find out how to respond to an RFI, see Respond to an RFI.