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  • https://support.procore.com/faq/what-fieldset-configurations-are-recommended-for-configurable-fieldsets
    This page details what configurable fieldset configurations are recommended for companies managing less than $20M (USD) in annual construction volume.
  • https://support.procore.com/faq/what-granular-permissions-are-available-for-the-projects-rfis-tool
    The 'Only Show Official Responses to Standard and Read-Only Users' configuration setting must be turned OFF in order for a user with 'Standard' level permissions on the project's RFIs tool to view all...The 'Only Show Official Responses to Standard and Read-Only Users' configuration setting must be turned OFF in order for a user with 'Standard' level permissions on the project's RFIs tool to view all responses to an RFI that they created. Users with the 'Act as RFI Manager' granular permission enabled on their permissions templates can view all responses to RFIs that they create ('Standard' only) or that they are designated as RFI Manager for even if this setting is turned ON.
  • https://support.procore.com/faq/how-do-i-submit-a-response-to-a-draft-rfi-when-i-am-the-rfi-manager
    As an RFI Manager (see What is the RFI Manager role?), you might be responsible for reviewing all of the 'Draft' RFIs that have been created by other users on a project. Once you mark the response off...As an RFI Manager (see What is the RFI Manager role?), you might be responsible for reviewing all of the 'Draft' RFIs that have been created by other users on a project. Once you mark the response official, you can quickly change the status of the RFI to open and then close the RFI. The system will notify all of the users associated with the RFI about your response (i.e., any assignees, the person on the Received From field, and members of the RFIs distribution list).
  • https://support.procore.com/products/online/user-guide/project-level/rfi/tutorials/designate-the-default-rfi-manager-for-a-projects-rfis
    How to designate a person as the default RFI Manager for all new RFIs created with the Project level RFIs tool.
  • https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/delete-configurable-fieldsets
    How to delete fieldsets from the Company level Admin page.
  • https://support.procore.com/faq/does-a-user-need-to-log-in-to-procore-to-respond-to-an-rfi
    When a user creates a Request for Information (RFI) on a project (see Create an RFI), the person designated as the 'Assignee' on that RFI becomes the person with Ball In Court (BIC) responsibility for...When a user creates a Request for Information (RFI) on a project (see Create an RFI), the person designated as the 'Assignee' on that RFI becomes the person with Ball In Court (BIC) responsibility for submitting a response to that RFI. In addition, if the system is configured to send the assignee a 'New RFI' notification message, the assignee can simply respond to the 'New RFI' message.
  • https://support.procore.com/products/online/user-guide/project-level/rfi/tutorials/create-and-view-an-rfi-report
    How to create a custom report using the project's RFIs tool.
  • https://support.procore.com/products/online/user-guide/project-level/rfi/tutorials/create-an-instruction-from-an-rfi
    How to create an instruction from an existing RFI.
  • https://support.procore.com/procore-mobile-ios/user-guide/rfis-ios/tutorials
    This page includes a list of tutorials for various tasks that can be performed in the project's RFIs tool on the Procore iOS app.
  • https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-new-custom-fields
    How to create custom fields that can be used for project tools in Procore.
  • https://support.procore.com/products/online/user-guide/project-level/rfi/tutorials/view-the-distribution-history-of-a-custom-rfi-report
    How to view the report distribution history for a report listed in the RFIs tool.