RFIs
RFIs
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's RFIs tool?
| Action | None | Read Only | Standard | Admin | Notes |
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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. | ||
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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. | |
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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. | ||
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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. | ||
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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. | ||
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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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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. |
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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. | |
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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. | ||
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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. | |
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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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