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Procore

Elevate a Coordination Issue to an RFI

Objective

To elevate a coordination issue to an RFI.

Things to Consider

  • Required User Permissions:
    • 'Admin' and above permissions on the project's Coordination Issues tool. 'Standard' users can elevate issues they've created to an RFI.
      AND
      'Standard' and above permissions on the RFIs tool.
  • Additional Information:
    • A draft RFI will be created in the RFIs tool when elevating a coordination issue to an RFI. 

Steps

From the Procore Plugin (Recommended
  1. Open the Navisworks Manage application on your computer.
  2. Open the model you're working with.
    Note: Make sure the model is associated with a project in Procore. See Associate a Model with a Procore Project.
  3. Click the Procore tab to open up the Procore plugin.
    Tip! Click the title bar of the Procore plugin and drag it to the right, left, bottom, or top of your application or to another monitor so you can view both Procore and your model at the same time. 
  4. Click the Issues icon to open up the Issues tool. 
  5. In the All Issues list, hover over the issue that you want to elevate to an RFI.
  6. Click Details.
  7. In the Issues view page, click the ellipses (...) icon.
  8. Click Elevate to RFI.
    Note: If this coordination issue was previously elevated to an RFI, you will not be able to elevate this issue again.
  9. Fill out the following fields:
    Note: Fields with * are required.
    • Subject*. Provide a descriptive title for the RFI. The RFI's subject is displayed as the RFI's title in the list view.
    • Question*. Enter your question and any additional background information that may be needed to properly answer the question.
    • Attachments: Attach any supplemental information to the RFI. 
      Note: All snapshots of the viewpoint will automatically be added as attachments on the RFI.
    • Location: Select the location associated with the RFI from the drop-down menu. 
      Note: See How do I add a multi-tiered location to an item?
    • RFI Manager: Select an RFI Manager from the drop-down list. See What is the RFI Manager role?
      Notes:
      • By default, the name of designated RFI Manager appears here. See Designate the Default RFI Manager for a Project's RFIs.
      • If you are a user with 'Admin' level permission on the RFIs tool, you may select yourself or another user with 'Admin' level permission from the list. 
      • If you are a user with 'Standard' level permission, this list only populates with the names of users who have 'Admin' level permission to the RFIs tool. You may only select another user with 'Admin' level permission from the list. 
  10. Click Create Draft.
    Notes:
    • A draft RFI will be created in the RFIs tool when elevating a coordination issue to an RFI.
    • An RFIs tool 'Admin' user will need to Edit the Draft RFI and change its status to "open" in order for the RFI's workflow to begin. 
    • You will not be able to close or elevate this coordination issue to another RFI until this RFI has been resolved and closed.
    • Once you elevate a coordination issue to an RFI, you will no longer be able to delete the coordination issue.
From the Coordination Issues Tool ​​​​​​
  1. Navigate to the project level Coordination Issues tool on app.procore.com.
  2. Click Info next to the issue you want to elevate to an RFI.
  3. Click Elevate to RFI.
    Note: If this coordination issue was previously elevated to an RFI, you will not be able to elevate this issue again.
  4. Fill out the following fields:
    Note: Fields with * are required.
    • Subject*. Provide a descriptive title for the RFI. The RFI's subject is displayed as the RFI's title in the list view.
    • Question*. Enter your question and any additional background information that may be needed to properly answer the question.
    • Attachments: Attach any supplemental information to the RFI. 
      Note: Any views or attachments added to the coordination issue will automatically be attached to the RFI.
    • Location: Select the location associated with the RFI from the drop-down menu. 
      Note: See How do I add a multi-tiered location to an item?
    • RFI Manager: Select an RFI Manager from the drop-down list. See What is the RFI Manager role?
      Notes:
      • By default, the name of designated RFI Manager appears here. See Designate the Default RFI Manager for a Project's RFIs.
      • If you are a user with 'Admin' level permission on the RFIs tool, you may select yourself or another user with 'Admin' level permission from the list. 
      • If you are a user with 'Standard' level permission, this list only populates with the names of users who have 'Admin' level permission to the RFIs tool. You may only select another user with 'Admin' level permission from the list. 
  5. Click Create Draft.
    Notes:
    • A draft RFI will be created in the RFIs tool when elevating a coordination issue to an RFI.
    • A banner will appear confirming the success of the draft RFIs creation. Click the link in the banner to view the draft RFI.
    • An RFIs tool 'Admin' user will need to Edit the Draft RFI and change its status to "open" in order for the RFI's workflow to begin. 
    • You will not be able to close or elevate this coordination issue to another RFI until this RFI has been resolved and closed.
    • Once you elevate a coordination issue to an RFI, you will no longer be able to delete the coordination issue.

Next Steps

  1. Edit an RFI
  2. Reply to an RFI
  3. Close an RFI

See Also

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