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Filter and Search for RFIs


Filter the RFIs List

  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page, which shows the Open and Closed RFIs on the project. 
  2. From the Add Filter list, apply as many of the following filters as desired: 
    • Assignees. Selecting the name(s) of the Assignees will narrow the list to only RFIs assigned to those individuals.
    • Ball In Court. Select the name(s) of a Ball In Court person. 
    • Cost Code. Select a cost code to limit the log to only RFIs associated with the selected code. 
    • Created By. Mark the checkboxes that correspond to the desired RFI creators.  
    • Location. Select Location from the drop-down list. Then, you have these options to narrow your selection to specific sub-locations:
      • If you want to include the project's sub-locations in your search, mark the ​Include Sub-locations checkbox. To ignore sub-locations, remove the checkmark. See How do I filter by multi-tiered locations?
      • If you want to include only a specific location (or locations) in your search, mark the corresponding checkboxes. 
        Note: For the checkboxes above to appear as selections, at least one (1) submittal on your project must be associated with a sub-location.
    • Overdue. Select Overdue and then mark the Yes checkbox to narrow you selection to overdue RFIs. 
    • RFI Stage. Select RFI Stage and mark one or more checkboxes from the list to narrow the list to your selections.
    • Received From. Select the person from whom the RFI was received. 
    • Responsible Contractor. Filters the list by the contractor or subcontractor with responsibility for completing the work related to the RFI. 
    • RFI Manager. Filters the list by the RFI Manager.
    • Status.
      When you select Status, a drop-down list appears so you can select one or all of the following:
      • Open. Narrows the list to show only active RFIs in Open status. This does NOT include RFIs in the Recycle Bin. 
      • Closed. Narrows the list to show only active RFIs in the Closed status. This does NOT include RFIs in the Recycle Bin. 
      • Draft. Narrows the list to show only active RFIs in the Draft status. This does NOT include RFIs in the Recycle Bin. See What is a 'Draft' RFI?
  3. Click any area outside of the Add a Filter list, to apply the filters to the RFIs list. 
  4. If you want to clear filters that you have applied, click Clear All. Otherwise, your filters will persist until you clear or change them. 

Sort the RFIs Log

If you want to sort the line items in the RFIs list, click one of these column headers: #, Subject, Responsible Contractor, Assignees, Date Initiated, Due Date, Location, Schedule Impact Days, Cost Code Cost Impact, and Received From (Note: For Status and Location, sort is not available. Instead, it is recommended that you narrow the items in the list using the Filter options. See Filter the RFIs List). 

You can also click the column header again to switch between ascending (i.e., the up arrow) and descending (i.e., the down arrow). 


Search for an RFI

Use the search tool to further narrow the displayed results. The search tool respects any selected filter parameters and will only search for items within the filtered results. The filters that you apply (by selecting items in the Add a Filter drop-down list) are persistent and will be retained for your next session, unless you click Clear All

  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page, which shows the Open and Closed RFIs on the project. 
  2. Enter a keyword or phrase in the Search box. Then click the magnifying glass icon.

    The search feature supports the use of advanced search symbols. To learn more, see What is an advanced search symbol in Procore?


    The following fields are searchable in the RFIs tool
    • Number
    • Subject
    • Question
    • Response
    • Reference

Note: When using the asterisk (*) in a search query, it can only be used after a term. For example, door* would find door, doors, doorframe, doorframes, and doorway. It cannot be used before a term (e.g., *.pdf) or inside a term (e.g., "Hollow*Doorframe" would not search for Hollow Metal Doorframe or Hollow Wooden Doorframe).