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)
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- 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
- Create or Link RFIs on a Drawing
- 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
- 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)
Tip
To browse and search all Procore training videos, visit our video library.
Web
Create an RFI
Respond to an RFI
Close an RFI
Mobile
Create an RFI (Mobile) - Field Worker
Create an RFI (Mobile) - Subcontractor as Collaborator
OUTDATED VIDEOS - Removed from Support Site and Certifications
Configure RFI Settings
Create an RFI - Specialty 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.
Field 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.
Specialty 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.
Specialty 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.
Superintendent - 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
Configure RFI Settings
Create an RFI
Close an RFI
Mobile
Create an RFI (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field 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
Configure RFI Settings
Close an RFI
Mobile
Create an RFI (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field 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
Configure RFI Settings
Close an RFI
Mobile
Create an RFI (Mobile) - Field Worker
Web
Create an RFI
Configure RFI Settings
Respond to an RFI
Close an RFI
Mobile
Create an RFI (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field 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) - Field 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.
Field 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.
Create an RFI
Respond to an RFI
Close an RFI
OUTDATED VIDEOS - Removed from Support Site and Certifications
Web
Create an RFI
Close an RFI
Configure RFI Settings
Mobile
Create an RFI (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field 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) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field 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) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field 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) - Field Worker
Create an RFI (Mobile) - Subcontractor as Collaborator
OUTDATED VIDEOS - Removed from Support Site and Certifications
Configure RFI Settings
Create an RFI - Specialty 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.
Field 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.
Specialty 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.
Specialty 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.
Superintendent - 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.
- 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 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?
- 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
The following table highlights which user permissions are required to perform the described user action.
: Denotes an action that is supported in Procore's iOS and/or Android mobile application.
+ : 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.
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 Change Order from an RFI, you must first complete the steps in Create an RFI, the prime contract must be in the 'Approved' status, the Change Events tool must be disabled on the project, and the Prime Contracts tool must be configured for two (2) or three (3) tier change orders. 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
Modernized RFI configuration settings view (22/08/2024)
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 (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 optimized experience in Procore.
Modernized RFI Experience (22/05/2023)
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.