RFIs
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Requests-for-Information (RFIs) can help a project run smoothly and on schedule, but they can also cause delays which can mean cost overruns and lost profit. Procore knows that timely RFI management is the key to good schedule management and overall project success.
- Keep RFIs organized and accessible
- Answer RFIs by email
- Quickly turn RFIs into actions
- Record a history of all RFIs
Popular Tutorials (view all)
Top FAQ (view all)
Brak pozycji odpowiadających Twojemu zapytaniu.
- Add Assignees to an RFI as an Assignee on an RFI
- Add a Multi-Tiered Location to an Item
- Add a Related Item to an RFI
- Choose an "Official Response" for an RFI
- Close an RFI
- Configure Advanced Settings: RFIs
- Configure a Prefix and Starting Number for RFIs
- Create a Change Event from an RFI
- Create a Correspondence Item from an RFI
- Create a Potential Change Order from an RFI
- Create an Instruction from an RFI
- Create an RFI
- Create and View an RFI Report
- Customize the Column Display in the RFIs Tool
- Delete a Response to an RFI
- Delete an RFI
- Designate the Default RFI Manager for a Project's RFIs
- Edit a Custom RFI Report
- Edit an RFI
- Export RFIs to CSV or PDF
- Export an RFI
- Forward an RFI by Email
- Forward an RFI for Review
- Perform Bulk Actions on RFIs
- Reopen an RFI
- Resize the Column Width in the RFIs Log
- Respond to an RFI
- Retrieve an RFI from the Recycle Bin
- Search for and Filter RFIs
- Share a Custom RFI Report
- Shift the Ball In Court on an RFI
- Utwórz lub łącz RFI na rysunku
- View RFIs
- View the Change History of an RFI
- View the Distribution History of a Custom RFI Report
- Change the Status of an RFI (iOS)
- Create Items from Photos (iOS)
- Create RFIs on a Drawing (iOS)
- Create a Change Event from an RFI (iOS)
- Create an RFI (iOS)
- Download RFI Attachments (iOS)
- Edit an RFI (iOS)
- Email an RFI (iOS)
- Link RFIs on a Drawing (iOS)
- Link RFIs to a Drawing (iOS)
- Mark an RFI Response as Official (iOS)
- Respond to an RFI (iOS)
- Search for and Filter RFIs (iOS)
- View RFIs (iOS)
Wskazówka
Aby przeglądać i przeszukiwać wszystkie filmy szkoleniowe Procore, odwiedź naszą bibliotekę filmów.
- Can I create an RFI with a duplicate number?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Does a user need to log in to Procore to respond to an RFI?
- How can I troubleshoot an issue with the Procore Web Application?
- How do I access an RFI as an assignee?
- How do I change my web browser's default email client for mailto links?
- How do I control which emails are sent by Procore during the RFI process?
- How do I filter items by multi-tiered locations?
- How do I filter out 'Recycled' items from a custom RFIs report?
- How do I mark an assignee as a required responder on an RFI?
- How do I submit a response to a 'Draft' RFI when I am the RFI Manager?
- How does Procore assign numbers to RFIs?
- What are "related items" in Procore?
- What are Procore's default cost codes?
- What are configurable fieldsets and which Procore tools support them?
- What are custom fields and which Procore tools support them?
- What are custom sections and which Procore tools support them?
- What are multi-tiered locations?
- What fieldset configurations are recommended for configurable fieldsets?
- What granular permissions are available for the project's RFIs tool?
- What is Procore's Recycle Bin?
- What is a 'Draft' RFI?
- What is an RFI?
- What is an advanced search symbol in Procore?
- What is the RFI Manager role?
- What is the difference between Document Management attachments and attachments from other tools?
- What is the difference between a distribution group and distribution list in Procore?
- What options do I have for numbering RFIs in Procore?
- What's the difference between adding an assignee to a RFI and forwarding an RFI for review?
- When does the RFIs tool send email notifications?
- Where do the selections in the 'Spec Section' drop-down list come from?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore tools can I use to create a change event?
- Which Procore tools let me view digital image attachments in a map view?
- Which Procore tools support granular permissions?
- Which fields in the RFIs tool can be configured as required, optional, or hidden?
- Which tools can attach Document Management files?
- Who can be designated as an 'Assignee' on an RFI?
- Who can view a 'Draft' RFI?
- Why can't I delete items in Procore?
- Why do some of our project's RFI numbers have two prefixes?
RFIs
Dowiedz się, jakie uprawnienia użytkownika są wymagane do wykonania opisanych działań w tym narzędziu.
Ważne
Niektóre czynności mające wpływ na to narzędzie są wykonywane w innych narzędziach Procore. Pełną listę działań podejmowanych przez wszystkie pozostałe narzędzia można znaleźć w Macierzy uprawnień użytkownika.
| | Działanie jest dostępne za pośrednictwem aplikacji internetowej Procore, iOS i/lub Android. Kliknij, aby zobaczyć artykuł.
Użytkownicy mogą wykonywać czynności, mając ten poziom uprawnień.
Użytkownicy mogą wykonać tę czynność, mając ten poziom uprawnień ORAZ spełniając jedno lub więcej dodatkowych wymagań, takich jak uprawnienia szczegółowe.
Jakie uprawnienia szczegółowe są dostępne dla narzędzia Zapytania o informacje w projekcie?
Działanie | None | Read Only | Standard | Admin | Uwagi |
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Add a Related Item to an RFI |
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Add Assignees to an RFI as an Assignee on an RFI |
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The user adding the assignee must first be designated as an 'Assignee' and must be the current 'Ball In Court' person. | ||
Change the Status of an RFI |
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Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes:
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Choose an "Official Response" for an RFI |
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Close an RFI |
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Configure Settings: RFIs |
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Create a Change Event from an RFI |
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Create a Potential Change Order from an RFI |
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To create a Potential Change Order from an RFI, the following must also be true:
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Create an Instruction from an RFI |
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Users must also have 'Standard' level permissions or higher on the project's Instructions tool. | |
Create a Draft RFI |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
Create an RFI |
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This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished. | ||
Create and View a Custom RFI Report |
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Create RFIs on a Drawing |
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Users must also have 'Standard' level permissions or higher to the project's Drawings tool. | ||
Customize the Column Display in the RFIs Tool |
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Delete a Response to an RFI |
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Delete an RFI |
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Designate the Default RFI Manager for a Project's RFIs |
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Download RFI Attachments |
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Edit a Custom RFI Report You Created |
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Edit Any Custom RFI Report |
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Export an RFI |
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Export the RFIs List to CSV or PDF |
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Edit a Draft RFI You Created |
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Edit an RFI |
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Forward an RFI by Email |
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Forward an RFI for Review |
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Users must also be designated as an Assignee for the RFI and be the current Ball In Court person. |
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Link Existing RFIs on a Drawing |
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Users must also have 'Standard' level permissions or higher to the project's Drawings tool. | |
Perform Bulk Actions on RFIs |
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Reopen an RFI |
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Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes:
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Respond to an RFI |
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Users with 'Standard' level permissions without a granular permission must also be an Assignee or a Distribution List member for the RFI. | ||
Respond to an RFI |
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Resize the Column Width in the RFIs Log |
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Retrieve an RFI from the Recycle Bin |
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Search for and Filter RFIs |
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This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished. | |
Share a Custom RFI Report |
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Shift the Ball in Court on a RFI |
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Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes:
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View Private RFIs Associated with Users in Your Same Company |
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View RFIs |
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View the Distribution History of a Custom RFI Report |
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Below are the notable changes to the project's RFIs tool.
Recent Changes
New 'Closed-Draft' Status for RFIS (03/18/2025)
A new status is now available for RFIs that enhances the ability to gain insight into your project data with granularity and accuracy. The 'Closed-Draft' status is automatically assigned to RFIs when they are closed directly from a 'Draft' state. When you reopen a 'Closed-Draft' RFI, it will automatically shift back to 'Draft' status. The 'Closed-Draft' status is only applied in this scenario, and can't be manually assigned to an RFI.
Modernized List View for RFIs is now generally available (03/03/2025)
The modernized RFIs list view is gradually moving from Open Beta to Generally Available over a period of two weeks. Enjoy enhanced filtering and sorting capabilities, as well as a more consistent and optimized experience when viewing your RFIs list in Procore.
RFIs maintain their 'Open' status when moved to the Recycle Bin (01/27/2025)
When deleting an RFI to move it to the recycle bin, items in an 'Open' status previously were changed to a 'Recycled' status. Now items that were in an 'Open' status will keep that status after they are moved to the recycle bin. You can still filter and report on RFIs based on whether or not they are in the recycle bin.
Modernized RFI configuration settings view (08/22/2024)
The RFIs Tool Configure Settings pages have been updated with a modernized, more intuitive layout. There is no change in behaviors or capabilities.
RFIs TOOL MODERNIZED CHANGE HISTORY (10/26/2023)
Procore has released design and performance updates to the change history page for individual RFIs. Page navigation has been added to improve the navigation experience for RFIs with many changes.These updates provide users with a more consistent and optimized experience in Procore.
Modernized RFI Experience (05/22/2023)
Procore has released several design and performance updates to the RFIs tool. These updates provide users with a more consistent and optimized experience when creating and viewing RFIs in Procore. Updates include changes to the RFI creation and edit screens, related items, and emails tabs. See RFIs: Modernized RFIs Experience.