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Procore (en-GB)

Drawings: Create RFIs on a Drawing in Procore's Web Application

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: January 29, 2020  /  Feature Released: February 13, 2020

This documentation details prerelease software. Its accuracy and reliability is not guaranteed by Procore Technologies, Inc. and it is subject to change without notice. It is being provided online for preliminary evaluation prior to an upcoming release. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.


 

Create a New RFI on a Drawing

Procore has added the ability for users with 'Standard' or 'Admin' permissions to the Drawings and RFIs tools to create RFIs directly from a drawing within Procore's web application (app.procore.com). See Create or Link RFIs on a Drawing. Being able to create RFIs through a drawing markup in Procore's web application allows users to quickly create RFIs without needing to navigate away from the drawing.

Details

The process for creating a new RFI from a drawing has the same initial steps as linking an existing RFI to a drawing through a markup. See Link Items on a Drawing. After selecting RFI as the item to link to the markup, you will see an option to create a new RFI. 

link-rfi-create-new.png

This action opens a side panel in the viewer that allows you to fill out the Subject, Question, and RFI Manager fields for a Draft RFI. See What is a 'Draft' RFI?

rfi-side-panel.png

After you click 'Create Draft', a banner appears at the bottom of the page with a link to edit the RFI in the RFIs tool.

banner-edit-rfi.png

If you want to add additional information or attachments, or change the status of the RFI from Draft to Open, you will need to edit it in the RFIs tool.
Note: You will also be able to navigate to the new RFI in the RFIs tool by clicking the link to the RFI in the markup. 

Tip! As with any drawing markups, you will need to publish the markup on the drawing in order for it to be visible to others. See Publish Personal Drawing Markups.

See Also

 

If you would like to ask questions or share any feedback, please contact support@procore.com.