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Procore

View External RFIs on a Downstream Project

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Background

Procore's External RFI feature streamlines collaboration for users working on the same construction project across different accounts. This feature automatically copies closed RFIs from an upstream project (typically managed by a General Contractor or Owner) to downstream projects (used by Subcontractors or other Owners). This eliminates manual work, improves visibility, and ensures secure and permanent access to finalized RFIs.

Things to Consider

  • Required User Permissions: 
    • 'Admin' permissions to the RFI tool.
    • 'Read Only' and 'Standard' permissions with the 'View External Items' granular permission to the RFI tool.
  • Additional Information:
    • External RFIs are read-only and cannot be edited in Downstream projects.
    • If the upstream project severs the connection, previously copied RFIs remain in your project permanently.
    • Not currently supported:
      • Private RFIs
      • Mobile access to Connected RFIs
      • Procore Document Management (PDM) attachments (not to be confused with legacy Documents tool. Learn more)

Steps

  1. Navigate to the project's RFIs tool.

  2. Click the External Items tab.
    Note: The External Items tab appears only with an active Connection Manager connection.

  3. Click View next to the RFI you want to view.