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Procore

RFIs

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 programme 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

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Web

Configure RFI Settings
 
Create an RFI
 
Respond to an RFI
 
Close an RFI
 

Mobile

Create an RFI (Mobile) - Site Worker
 
Create an RFI (Mobile) - Subcontractor as Collaborator
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create an RFI - Speciality Contractor
 

Architect - Respond to an RFI

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - Create an RFI (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - Create an RFI

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Subcontractor - Create RFIs (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Configure RFIs Settings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - Close an RFI

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Create an RFI

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Close an RFI

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Manager - RFIs

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Architect - Overview

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create an RFI
 
Close an RFI
 

Mobile

Create an RFI (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create an RFI (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create an RFI
 
Respond to an RFI
 
Close an RFI
 

Mobile

Create an RFI (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create an RFI (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create an RFI
 
Respond to an RFI
 
Close an RFI
 

Mobile

Create an RFI (Mobile) - Site Worker
 

Web

Create an RFI
 
Close an RFI
 

Mobile

Create an RFI (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create an RFI (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Configure RFI Settings
 
Create an RFI
 
Close an RFI
 

Mobile

Create an RFI (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure RFIs Settings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - Create an RFI (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create an RFI
 
Close an RFI
 

Mobile

Create an RFI (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create an RFI (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create an RFI
 
Close an RFI
 

Mobile

Create an RFI (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create an RFI (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create an RFI
 
Close an RFI
 

Mobile

Create an RFI (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - Create an RFI (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Configure RFI Settings
 
Create an RFI
 
Respond to an RFI
 
Close an RFI
 

Mobile

Create an RFI (Mobile) - Site Worker
 
Create an RFI (Mobile) - Subcontractor as Collaborator
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create an RFI - Speciality Contractor
 

Architect - Respond to an RFI

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - Create an RFI (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - Create an RFI

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Subcontractor - Create RFIs (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Configure RFIs Settings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - Close an RFI

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Create an RFI

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Close an RFI

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Manager - RFIs

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Architect - Overview

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

CLOSE
CLOSE
REVIEW AND REPLY
REVIEW AND REPLY
CREATE AND OPEN
CREATE AND OPEN


Create a Draft RFI
Create a Draft RFI


Create an Open RFI
Create an Open RFI


END
END
Do you have all the information you need to reply?
Do you have all the information...


Do you want to create a draft RFI or an open RFI?
Do you want to create a draft...
DRAFT
DRAFT
OPEN
OPEN


Review the RFI
Review the RFI
'OPEN'
Sent to Assignees

'OPEN'...
'DRAFT'
Send to RFI Manager to Approve

'DRAFT'...
'OPEN'
Sent to Assignees

'OPEN'...
Do you want to forward the RFI to another user to review before you respond?
Do you want to forward the RFI...


Reply to an RFI
Reply to an RFI


Forward an RFI
for Review

Forward an RFI...


Reply to an RFI
Reply to an RFI
Action required by (ARB)
Shifts to Forwardee

Action required by (ARB)...
Action required by (ARB)
Shifts to Assignee

Action required by (ARB...
Do you want to add other assignees to the RFI workflow to also respond?
Do you want to add other ass...


Add Assignees to an RFI as an Assignee on an RFI
Add Assignees to an RFI...
Assignees Added
Assignees Added


Choose an 'Official' Response for an RFI
Choose an 'Official' Res...
Action required by (ARB)
Shifts to RFI Manager

Action required by (ARB)...


Close an RFI
Close an RFI
LEGEND
LEGEND
RFI Manager
RFI Manager
RFI Creator
RFI Creator
RFI Assignee
RFI Assignee
RFI Forwardee
RFI Forwardee


START
START

RFIs

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png: Denotes an action that is supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Related Item to an RFI        icon-mindtouch-table-check.png
Add Assignees to an RFI as an Assignee on an RFI     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Choose an "Official Response" for an RFI   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
Close an RFI  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
Configure Settings: RFIs       icon-mindtouch-table-check.png
Create a Potential Variation from an RFI       icon-mindtouch-table-check.png 3
Create an Instruction from an RFI    4  4  4
Create an RFI  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png+ 5 icon-mindtouch-table-check.png
Create and View a Custom RFI Report     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Customise the Column Display in the RFIs Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Response to an RFI       icon-mindtouch-table-check.png
Delete an RFI       icon-mindtouch-table-check.png
Designate the Default RFI Manager for a Project's RFIs       icon-mindtouch-table-check.png
Edit a Custom RFI Report     icon-mindtouch-table-check.png 6 icon-mindtouch-table-check.png
Export an RFI   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the RFIs List to CSV or PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit an RFI  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2, 5 icon-mindtouch-table-check.png
Forward an RFI by Email  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward an RFI for Review     icon-mindtouch-table-check.png 7 icon-mindtouch-table-check.png 7
Perform Bulk Actions on RFIs       icon-mindtouch-table-check.png
Reopen an RFI  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
Respond to an RFI    icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2, 8 icon-mindtouch-table-check.png
Resize the Column Width in the RFIs Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve an RFI from the Recycle Bin       icon-mindtouch-table-check.png
Search for and Filter RFIs   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom RFI Report       icon-mindtouch-table-check.png
Shift the Action required by on a RFI    icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png
View RFIs   icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png 9 icon-mindtouch-table-check.png 9 icon-mindtouch-table-check.png
View the Distribution History of a Custom RFI Report       icon-mindtouch-table-check.png

1 The user adding to the RFI's 'Assignee' list must first be designated as an 'Assignee' and must be the current Ball In Court person.

2 Users with 'Read Only' or 'Standard' level permissions on the project's RFIs tool with the 'Act as RFI Manager' granular permission enabled on their permissions template can perform this task for RFIs that they create ('Standard' only) or that they are designated as RFI Manager for. For more information about what tasks users with this granular permission enabled on their permissions template can perform, see What tasks does the RFI Manager granular permission allow users to perform?

3 To create a Potential Variation from an RFI, you must first complete the steps in Create an RFI, the main contract must be in the 'Approved' status, the Change Events tool must be disabled on the project and the Main Contracts tool must be configured for two (2) or three (3) tier variations. If the Change Events tool is enabled, follow the steps in Create a Change Event from an RFI instead.

4 Users with 'Read Only' or 'Standard' level permissions on the RFIs tool AND 'Standard' level permissions or higher on the Instructions tool can create instructions from RFIs that they have access to.

5 Users with 'Standard' level permission without the 'Act as RFI Manager' granular permission enabled on their permissions template can only create or edit their RFIs in the 'Draft' status.

6 Users with 'Standard' level permission can only edit the custom reports that they create.

7 Users must be designated as an Assignee for the RFI and be the current Ball In Court person to forward the RFI for review.

8 Users with 'Standard' level permission can reply to RFIs if they have been added as members of the RFI's distribution list.

9 Users may require specific roles on an RFI (or granular permissions) to view the RFI depending on the RFI's status and privacy settings. See View RFIs for details.

Below are the notable changes to the project's RFIs tool. 

Recent Changes

RFIs TOOL MODERNISED CHANGE HISTORY (26/10/2023)  

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 optimised experience in Procore.

Modernised 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 optimised 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: Modernised RFIs Experience.