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What are the Priority and Proposed Solution fields in the RFIs tool? (Coming Soon)

Background

The 'Priority' and 'Proposed Solutions' fields are the latest additions to the standard field set for the RFIs tool in Procore. Because some customers might already have custom fields in use that serve the same purpose as these new fields at the time of release, it's important to understand the options available to manage this change in your company's account.

Answer

What are the new fields?

Priority. A multi-select field that includes values (Low, Medium, High, Urgent) to help the RFI manager to manage their RFI registry based upon urgency.

priority-field-rfis.png

Proposed Solution. A rich text field that enables the RFI creator to provide insight into how to potentially resolve the situation. This field aligns with industry RFI standards.

proposed-solution-rfis.png

Where will I see these fields in the RFI tool?

When the 'Priority' and 'Proposed Solution' fields are enabled on an RFI fieldset, both will appear when editing, viewing, and exporting RFIs. The 'Priority' field will also appear in the RFIs tool list view.

 

Can I report on these fields?

Yes. Both fields are available for reporting in both the legacy Reports experience and the new Enhanced Reporting experience. 

 

How will this Impact my Account?

Review the diagram to understand how this change affects your company based on your current configurations:

field-adoption-change-management-diagram.png