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Procore

Designate the Default RFI Manager for a Project's RFIs

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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 Permissions:
    • To designate the project's default RFI Manager for the projects RFIs:
      • 'Admin' level permissions on the project's RFIs tool. 
    • To be designated as the project's default RFI Manager:
      • 'Admin' level permission on the project's RFIs tool
        OR
      • 'Read Only' or 'Standard' level permissions on the project's RFIs tool with the 'Act as RFI Manager' granular permission enabled on your permissions template.
  • Additional Information:

Steps

  1. Navigate to the project's RFIs tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Navigate to the RFI Settings page.
  4. Select one of the following option buttons:
    • To allow users with 'Standard' level permissions to select any user with the appropriate permissions as the RFI Manager when creating an RFI:
      • Click the button next to 'If a Standard user creates an RFI, they can select any Admin user as the RFI Manager'
        Note: 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 also be selected as an RFI Manager if this option is selected.
    • To select a user as the project's default RFI Manager:
      • Click the button next to 'If a Standard user creates an RFI, the RFI Manager will be:'.
      • Select the user you want to designate as the project's default RFI Manager.
        Note: Users with the appropriate permissions can edit an RFI's default RFI Manager when creating or editing an RFI. See Create an RFI and Edit an RFI.
  5. Click Update.
    Note: Selecting the project's default RFI manager only affects new RFIs created after the setting was updated.

Next Steps