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Procore

Designate the Default RFI Manager for a Project's RFIs

Objective

To designate the person responsible for the RFI Manager role for your project's RFIs tool. 

Background

In Procore, an RFI Manager is the person responsible for overseeing an RFI throughout its lifecycle. This person is the gatekeeper between the RFI's Creator and the Design Team and is responsible for reviewing all Draft RFIs and either (1) providing a response to the RFIs and closing them out, or (2) opening the draft RFIs, assigning them a number, and then assigning them to the appropriate member of the design team, who then provides a response to the RFI's question.

Things to Consider

  • Required User Permission:
    • To designate the project's default 'RFI Manager' for the projects RFIs, 'Admin' level permission on the RFIs tool. 
    • To be designated as the project's default 'RFI Manager', 'Admin' level permission on the RFIs tool. 
  • Additional Information:

Demo

designate-rfi-manager.gif

Steps

  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page. 
  2. Click Configure Settings icon-config-settings.png
    This reveals the RFI Settings page. 
  3. Select one of the following option buttons:
    • If a Standard User Creates an RFI, They Can Select Any Admin User as the RFI Manager. If you choose this option, the user creating the RFI will be able select any user with 'Admin' level permission to the project's RFIs tool from the 'RFI Manager' drop-down list in the 'New RFI' page. See Create an RFI

      OR
       
    • If a Standard User Creates an RFI, the RFI Manager Will Be. If you choose this option, the system will automatically populate the 'RFI Manager' field in the 'New RFI' page with the name designated here. Note: A user must have 'Admin' level permission to the RFIs tool to be designated as the project's 'RFI Manager' and to change this designation in a new or existing RFI. See Create an RFI or Edit an RFI
  4. Click Update.
    Procore will use your new setting to populate the 'RFI Manager' field in all new RFIs. 

Next Steps

See Also

 

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