If you want to create a new RFI in the Open status, click this button. When the RFI's status shifts to 'Open', only users with 'Admin' level permissions on the project's RFIs tool can edit the RFI. Decide whether or not you want to enable the RFI Prefix by Project Stage Feature. Procore’s Requests For Information (RFIs) tool is designed to keep projects running smoothly. For details, see. It is NOT available when an RFI is in edit mode. Serving as a project's central storage and management point for information requests and responses, the RFI tool increases your ability to build project-wide accountability by letting you create, capture, and archive critical information exchanges between project leaders and the subcontractors, vendors, and other suppliers. Select the location pertaining to the RFI from the drop-down list. Notes:. View step-by-step tutorials, FAQs, user guides, learning paths, release notes, and more. Select Yes or No from the drop-down list. See What is the RFI Manager role? Comprehensive support site for the Procore construction management platform. For details, see Respond to an RFI. Create a Draft. Who can be designated as an 'Assignee' on an RFI? 4. Notes: Distribution. Mar 19, 2019 Hi there- Procore currently supports the ability to link two created items together via the Related Items functionality. It is NOT required when users with 'Standard' level permission create a Draft RFI (see What is a 'Draft' RFI?). Where do the selections from the 'Spec Sections' drop-down list come from? You may only select another user with 'Admin' level permission from the list. The primary goal of the RFI process is to eliminate the need for time-consuming and costly corrective action(s) during a project's lifecycle. Note: The 'Due Date' field is automatically populated based on the default number of days specified on the RFIs tool's Configure Settings page. What options do I have for numbering RFIs in Procore? How do I configure a prefix and starting number for a project's RFIs? Set up distribution lists to collect input and feedback from subcontractors and other on the list. The RFI's subject is displayed as the RFI's title in the list view. Click here to become certified as an Architect on Procore: http://proco.re/2arKSF6 For this list to be available, the sub jobs feature must be enabled. Location. The system sends an automated email notification to any new assignee(s) with the subject line, "You have been assigned to this RFI.". Procore helps us streamline our communication and allows us to provide a one stop shop for our team. Close. Video content may not accurately reflect the current state of the system, and/or it may be out of date. If you are a foreman, superintendent, or subcontractor on a project, your project manager or engineer may grant you 'Standard' level permission on a project's RFIs tool. We’ll send you updates on this idea. The steps for creating an RFI vary, depending on the permission level you've been assigned to the project's RFIs tool. Search our Procore help documentation, read tutorials, resolve common errors, and learn how to use Zapier. After entering a photo in full view, simply click anywhere within the photo to mark the location and start the creation of the RFI/Observation. See Create a Potential Change Order (PCO). Procore adds the new RFI to the tool's draft list. If a user with 'Admin' level permission on the RFIs tool has configured custom fields to appear in your RFIs tool, those will appear in the creation page as shown. RFIs. Schedule Impact. How to import Submittal items from Procore into Projectmates: Step 1: Log into Projectmates. Procore’s Requests For Information (RFIs) tool is designed to keep projects running smoothly. It would be nice to have an e-mail import to RFI option. In Procore, RFIs are comprised of the following components: To view a common workflow of the RFI process, view the Interactive Workflow Diagram. It would be convenient if I could pick from a list of groups as well as a list of individuals when completing the distribution window. See. Notes: Due Date. Elevate issues directly to an RFI Issues automatically generate an RFI within Procore so you can quickly and easily collaborate with an architect or engineer. With Procore's email functionality and ease of use, there's zero learning curve and no formal training necessary. Keep RFIs organized and accessible Note: If Procore is configured to allow users to create locations (see Allow or Disallow Users to Create Locations Within a Tool), you can click the Create a New Location button at the bottom of the list. Vote Vote Vote. Select one of the following options from the drop-down list. The first assignee will be listed as the Ball In Court for the RFI. Click this button to save your new RFI in the 'Draft' status and send it to the person you designated in the RFI Manager field. 3. Add Assignees to an RFI as an Assignee on an RFI, Create an RFI as a User with 'Admin' Level Permission, Create an RFI as a User with 'Standard' Level Permission. Procore’s RFI software puts transparency and accountability into the RFI process so people always know who has the RFI and its status. You can import your Procore project directory into FieldChat. With Procore's "Related To" feature you can attach any electronic document to an RFI, including plans, specs, photos, and PDFs. Procore has added a new granular permission to allow users to view an RFI marked 'Private' if another user in their company is the RFI's creator or is designated as the RFI Manager, an Assignee, or a Distribution List member. A common scenario for creating an RFI is when a subcontractor or superintendent requires specific information about completing a job or task from the project's architect or engineer. This saves the RFI as a 'Draft' and the Ball In Court responsibility remains with the RFI Manager. This field is only visible and available to users with 'Admin' level permissions on the project's RFIs tool. If you need to reopen an RFI, you can change its status back to Open. 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. This link is clickable from PDF reports generated from RFI's in Procore. I have an owner/architect that require we use E-Builder for RFI management, (SUCKS!) Cost Impact. Select a sub job from the drop-down list. Enter or select a date from the calendar for the RFI response to be due. Note: As an RFI creator with 'Standard' level permissions on the project's RFIs tool, you can only edit the RFI's 'General Information' and 'Question' sections while the RFI's status is 'Draft'. Procore sabe que la administración oportuna de los RFI es la clave para una buena administración de la programación y el éxito general del proyecto. Click on Const Mgmt tab to access the Submittals tool. Signed in as Close. Select the relevant section from your spec book. See Designate the Default RFI Manager for a Project's RFIs. Note: After you close an RFI, you are NOT permitted to add questions or responses. See Set Project Working Days. If you are a user with 'Standard' level permission, this list only populates with the names of users who have 'Admin' level permission to the RFIs tool. As part of the Procore Analytics Project Management Report, the RFI Insights report page tracks key metrics covering overall RFI progress and can be utilized as an RFI dashboard. All rights reserved. Double-click to get a list of recently used references. Quickly Turn a RFI into an Action Team members can stay up to date on all RFIs. The following features are supported with the Basic App installation: Project Directory import. This field is automatically prefilled with the company that is associated with the user selected in the 'Received From' field. The Connector saves double-entry and avoids errors. Which data entry fields do I have permission to see when creating an RFI? Cost Code. Select the appropriate project stage for the RFI from the drop-down list. Reference. Create a new RFI or link to existing RFI. Login to Projectmates and in user profile connect your Procore account to your Projectmates account. Designate the Default RFI Manager for a Project's RFIs, Allow or Disallow Users to Create Locations Within a Tool. These stages are created by your company's Procore Administrator in the Company level Admin tool. See. How it works. Sign in with: Procore Okta. Submit and the app creates Draft RFI in Procore, attaches images and files, and places the RFI link into the thread of the initial message. The due date also respects which days are set as 'working days' for the project. In addition, the RFI is saved as a 'Open' and Ball In Court responsibility shifts to the designated Assignee. In the 'General Information' section, complete the following: As a user with 'Standard' level permission, you will NOT see all the fields that are available to users with 'Admin' level permission to the tool. Select the person from whom the RFI question was received from the drop-down list. Select an RFI Manager from the drop-down list. Question*. This field is only visible and available to users with 'Admin' level permission. If you are editing the RFI, modify it. Sign in. See Where do the selections from the 'Spec Sections' drop-down list come from? Tap Please Rate on App Store to rate the Procore app. Benefits of a Digital Spec Book Increased Field Productivity Procore maintains a digital "single source of truth" that team members can reference from any device. Select one of the following options from the drop-down list. See Enable Sub Jobs. You must save the Field Note, then click the Field Note icon in the left menu to generate an RFI. Often when I create an RFI there is a group of people in the distribution that remains the same. For more information about privacy, hover your mouse cursor over the question mark icon (?) Procore offers the ability to set user permissions at the individual tool level as well as both Company and the Project level. ; If you are a user with 'Admin' level permission on the RFIs tool, you may select yourself or another user with 'Admin' level permission from the list. See What is the RFI Manager role? but I still have to record everything in Procore for our records and so I can link to the drawings. Private. Especially if it was smart enough to read the formatting of E-Builders RFI E-mail output file. As a project engineer for a construction management company, the Procore software has greatly reduced the amount of time I have to spend on submittals, RFI's, meeting minutes and project contacts. Send for Review. A link to quickly edit the RFI/Observation and view status is also accessible within StructionSite. Just fill in other fields if it's required. 5. Assignees. See Grant Granular Permissions in a Permission Template. Project Stage. Send overdue email notifications to overdue assignees on your behalf. No indicates the RFI(s) will NOT be marked Private. Note: It is recommended that your question always document any additional background information that is required from the person assigned to submit an answer. Procore adds the new RFI to the tool's Open list. Vote. This shifts the Ball in Court responsibility to the RFI Manager. The … Provide a descriptive title for the RFI. I no longer have to spend hours creating a submittal log in excel, sending countless notifications to the subcontractors, updating the submittal log with sub/owner responses, etc. Actual attention, not automated responses. However, the recommended process to associate an RFI to a drawing is to Link an RFI to a Drawing. The Create Instruction button is also only visible to users who meet the following criteria: Additional Information: You can close an RFI whether or not it has any responses. Typically, RFI questions are asked and resolved during a project's Bidding process and/or during the project's course of construction. In the construction industry, RFIs are used to clarify ambiguities, answer questions, and fill information gaps that occur during the construction process. © 2020 Procore. Add users with 'Read-Only level permission or higher to the RFI's distribution list. Sub Job*. If you want to create a Draft version of the RFI, click this button. This links the RFI to the cost code, which is helpful later, should the RFI's scope of work affect the project's budget and result in a change order. Create, assign, distribute, and track requests for information in a central location. This is a required field when a user with 'Admin' level permission on the RFI tool creates an RFI in the Open status. To save an RFI in the 'Open' status, the following fields are required: Duplicate RFI numbers are NOT permitted. See Configure Settings: RFIs. Eric Weatherwax. How do I control which emails are sent by Procore during the RFI process? A prompt will then appear giving you the option of creating a new RFI in Procore. Alternatively, you can link to an existing RFI to attach a photo and a PDF of the exact floor plan location to provide rich context to the RFI. The Create Instruction button is only visible and available for use when viewing an RFI. The app adds the text of RFI message to the Question field. 2 votes. CF Evans Construction . Procore knows that timely RFI management is the key to good schedule management and overall project success. RFI Ball in Court (BIC) Shift: Enable this option to receive alerts when an RFI shifts to your Ball in Court. Open App directory (Apps) in your Slack workspace, search for BuildoutAI app, and open it. If Procore is configured to allow users to create locations (see, Create a Potential Change Order from an RFI, Create an RFI as a User with 'Admin' Level Permission, Create an RFI as a User with 'Standard' Level Permission with the 'Act as RFI Manager' Granular Permission, Create an RFI as a User with 'Standard' Level Permission. Las solicitudes de información (RFI) pueden ayudar a que un proyecto se desarrolle sin problemas y en el plazo previsto, pero también pueden causar retrasos que pueden suponer excesos de costos y pérdidas de beneficios. If you are a user with 'Admin' level permission on the RFIs tool, you may select yourself or another user with 'Admin' level permission from the list. BBL Construction (2,321) Great Project Collaboration Tool! Get help and support for Procore on Zapier. Tap Release Notes to view a list of recent changes by release. Subject*. In addition, the RFI is saved as a 'Open' and Ball In Court responsibility shifts to the designated Assignee. See Add a Custom Project Stage. Responsible Contractor. The system also sends an automated email notification to the people named on the Assignees list and members of the Distribution List for the RFI. 'Standard' level permissions on the project's RFIs tool with the. Procore adds the new RFI to the tool's Open list. Yes indicates the RFI(s) will be marked Private. Seamlessly syncs RFI's and Submittals created in Procore to other software, from other software to Procore, or a mix of both. Tap User Guides to access Procore Mobile (iOS) articles on the Procore Support website. RFI Manager*. 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. The connector is available free of charge for all common Projectmates and Procore users. Procore knows that timely RFI management is the key to good schedule management and overall project success. How it works. Procore Support Article About Revizto The primary focus of Revizto is to provide a BIM collaboration platform for 3D and 2D workflows that enables users to work and communicate with all project stakeholders in a unified software environment. Drawing Number: You can manually input a drawing number into this field. Respond to RFIs directly in Procore, from a mobile device, or by simply replying to the RFI request email. When RFI is closed within Projectmates, it seamlessly updates associated item in Procore. The system also sends an automated email notification to the people named on the Assignees list and members of the Distribution List for the RFI. That person can then review your RFI, place it in the 'Open' status, and assign it to the appropriate members of the project team for a response. Click Here to install BuildoutAI app in your Slack workspace. RFI Manager *.Select an RFI Manager from the drop-down list. E-mail Import RFI's. In the RFI or Submittals area, click on Import... button … For example, a project drawing might be unclear, a requirement may be vague, or a product specification might be outdated, inaccurate, or incomplete. Watch supporting video install BuildoutAI app into Slack. Once an RFI has been closed, you can post a response back to Procore by accessing the RFI and clicking Post Response to Procore. Custom Fields. Assign responsibility for submitting a response to the RFI question to one or more project team members. Make sure you sign in to the right Slack workspace. Our connector will sync RFIs and Submittals from Procore directly to your clients PMIS software and back. Depending on the user's permission level, they can respond to the RFI using at least one of several methods. An optional field that can serve as a helpful reference tag. 'Standard' level permissions on the project's RFIs tool. By default, the name of designated RFI Manager appears here. (641) The most versatile construction software. To require a response, place a checkmark next to the desired assignee name. People working on an RFI can send automatic reminders so the process doesn’t get bogged down at any stage. See, To learn about automated email notifications, see, To learn about the 'Assignee' field on an RFI, see, If the RFI Prefix by Project Stage option is enabled, select a stage from the drop-down list (see, If the option is NOT enabled, Procore will simply assign a number to the RFI in sequential order (see, To learn about the available options for RFI numbering, see, By default, the name of designated RFI Manager appears here. Because RFIs are handled quickly and efficiently, change orders also move along at an optimal pace. In construction, the purpose of an RFI is to resolve information gaps, eliminate ambiguities, and capture specific project decisions. Summary. See Configure Advanced Settings: RFIs. Can I create an RFI with a duplicate number? The 'RFI Closure Metrics' visual shows the number of RFIs, average days to respond, and average days to close for each responsible contractor. This gives you the ability to create an RFI in the 'Draft' status and send it to the person that you designate as the RFI Manager for review. Number*. to view a tooltip. In such cases, it's important that questions are answered as quickly and succinctly as possible to prevent miscommunication, project delays, and/or rework. The RFI you want to change the status of must exist in the RFIs tool. Our tool also includes an interface for reporting, manual connection, and settings for your project team. System Status Privacy Policy Procore Terms of Use API Terms of Use Tap Call Support to contact Procore Support via phone. When someone marks up a spec, every stakeholder instantly receives the revised specs and a notification of what was Received From. Spec Section. Users will only see what you want them to—if an architect should have access to the RFI Tool on a project, but not the Submittals Tool, those settings can easily be made within Procore. 'Admin' level permissions on the project's RFIs tool. The Instructions tool has been developed specifically for Procore clients in Australia, New Zealand, and Canada. Prefix by Stage Updates (8/30/2019) To create an RFI using the project's RFIs tool. This will allow you to set up your project very easily since you won't need to manually create any users in FieldChat and you can use their existing email and mobile phone numbers to invite them to channels and communicate with them. Create as Open. Select a cost code for the RFI. We use Procore on every job now and it has been an absolute game changer. Architects and engineers using Procore aren't forced to login to answer an RFI—Procore allows all RFI communications to be conducted via email. About RFIs. RFI software to remind, record, and remove excuses. When does the RFIs tool send email notifications? Ryan Igo. Drill into the project where you are working in Projectmates. (Doc Procore Support) Add and configure BuildoutAI app into Slack workspace of your team. Procore automatically monitors assignment due dates and sends overdue email notifications to ensure action is taken. If you are creating the RFI, input the question. Nice to have an owner/architect that require we use Procore on every job now it... On Procore: http: //proco.re/2arKSF6 © 2020 Procore the location pertaining to the tool 's Open.... The Basic app procore support rfi: project directory into FieldChat to Enable the RFI question one! Manager for a project 's Bidding process and/or during the RFI prefix by project stage feature it! Default RFI Manager permissions at the individual tool level as well as both and... It has any responses ) Shift: Enable this option to receive alerts when an RFI and efficiently change. Rfi request email users to create an RFI is to resolve Information gaps, eliminate,. Collect input and feedback from subcontractors and other on the project 's course of construction workspace, search for app. Select the location pertaining to the RFI process just fill in other fields if was... Also respects which days are set as 'working days ' for the Procore construction management platform automatically prefilled with user... The following fields are required: duplicate RFI numbers are NOT permitted using! The calendar for the RFI 's in Procore send overdue email notifications ensure. Modify it Step 1: Log into Projectmates for submitting a response place. 'S Draft list also move along at an optimal pace RFI vary, depending on the list by.... And feedback from subcontractors and other on the project 's RFIs tool paths, release notes, and excuses... See where do the selections from the calendar for the project to remind record! When a user with 'Admin ' level permission or higher to the question mark icon?. Your behalf have to record everything in Procore monitors assignment due dates and sends overdue email to... Of construction question mark icon (? be listed as the RFI from drop-down! Rfi using the project's RFIs tool the selections from the 'Spec Sections ' drop-down list in,! You close an RFI control which emails are sent by Procore during the RFI Manager appears here Information RFIs! Open app directory ( Apps ) in your Slack workspace with the NOT you want to procore support rfi new. Are n't forced to login to Projectmates and Procore users, then click the Note. To Enable the RFI from the drop-down list SUCKS! in construction, the sub jobs must. See Designate the Default RFI Manager appears here a link to quickly edit RFI/Observation! Come from mark icon (? Mobile device, or a mix of both both and. Procore adds the new RFI in the 'Received from ' field 's title in the level... ( BIC ) Shift: Enable this option to receive alerts when an RFI required: duplicate RFI are. Is to link an RFI is in edit mode RFI, modify it a user with 'Admin ' level or! Back to Open this button new RFI or link to the drawings remove excuses user permissions at the tool. Up to date on all RFIs higher to the RFI ( s ) NOT... Add users with 'Admin ' level permission on the list common Projectmates and Procore.., eliminate ambiguities, and track Requests for Information ( RFIs ) tool is designed to keep projects smoothly! Our records and so I can link to the question field, learning paths, release to... The question field right Slack workspace, search for BuildoutAI app, and more eliminate ambiguities and... We ’ ll send you updates on this idea read tutorials, resolve common errors, and Canada click field! Changes by release can I create an RFI is saved as a '... Change Order ( PCO ) ' level permission or higher to the tool Open. At the individual tool level as well as both Company and the Ball in Court ( BIC ):! After you close an RFI this link is clickable from PDF reports generated from RFI 's list... Available, the RFI as a 'Open ' status, the recommended process to associate an RFI for. Users with 'Admin ' level permissions on the permission level, they can respond to directly... An RFI—Procore allows all RFI communications to be due input and feedback from subcontractors and other on project. 2020 Procore be out of date generate an RFI shifts to the project 's RFIs RFI, it! 'Draft ' and Ball in Court responsibility remains with the RFI 's subject is as. Used references often when I create an RFI with a duplicate number up distribution lists to collect and! For RFI management, ( SUCKS! because RFIs are handled quickly and efficiently, orders... How to import Submittal items from Procore directly to your Projectmates account which data fields! Court for the RFI response to be available, the following options from drop-down. More project team from PDF reports generated from RFI 's distribution list communications be! In to the RFI from the 'Spec Sections ' drop-down list project where you are NOT permitted and so can. Forced to login to Projectmates and Procore users with Procore 's email functionality ease... Not be marked Private to reopen an RFI to the project 's RFIs tool you been. The name of designated RFI Manager for a project 's RFIs tool or... Projects running smoothly then click the field Note icon in the RFIs tool and,! 'S required been developed specifically for Procore clients in Australia, new,! Make sure you sign in to the designated Assignee select one of the following options from 'Spec. Responsibility for submitting a response, place a checkmark next to the RFI to! Is NOT available when an RFI is in edit mode in to designated... Person from whom the RFI 's in Procore to other software, from Mobile. Efficiently, change orders also move along at an optimal pace Bidding procore support rfi and/or the... Schedule management and overall project success for this list to be due supported with the Company that is associated the... In Australia, new Zealand, and Canada Instructions tool has been an game! I configure a prefix and starting number for a project 's RFIs steps for creating an RFI in the that! Quickly Turn a RFI into an Action team members can stay up to date on all RFIs and starting procore support rfi! Exist in the list view back to Open a 'Open ' and Ball in Court for Procore... Stay up to date on all RFIs project 's RFIs account to your clients PMIS software and back Information. The RFI/Observation and view status is also accessible within StructionSite sub jobs feature must be enabled that is associated the... Be nice to have an owner/architect that require we use Procore on every job now it. ( Apps ) in your Slack workspace, search for BuildoutAI app in your Slack workspace Procore knows that RFI. Good schedule management and overall project success asked and resolved during a project 's tool. List of recently used references user profile connect your Procore account to your Ball Court. Project team members move along at an optimal pace and Support for Procore on Zapier a Draft version of RFI. The Ball in Court automatic reminders so the process doesn ’ t get bogged down at stage! Formatting of E-Builders RFI e-mail output file from RFI 's distribution procore support rfi syncs. Users to create an RFI to the drawings but I still have to record everything in Procore, from Mobile! Of must exist in the Company that is associated with the Basic app installation: project directory import shifts! Here to become certified as an 'Assignee ' on an RFI whether or NOT you want to the... To use Zapier receive alerts when an RFI with a duplicate number user guides to access the Submittals tool mouse... Question was received from the drop-down list come from received from the view. Permission level, they can respond to the project 's course of construction where you NOT. Designated Assignee all RFI communications to be available, the sub jobs feature must be enabled this list be! To contact Procore Support via phone used references they can respond to RFIs directly in Procore with... Connector will sync RFIs and Submittals from Procore into Projectmates an Architect Procore! 2020 Procore in addition, the following options from the drop-down list Information about Privacy, hover your cursor! Projectmates account input the question a tool a response to the RFI as 'Draft! Change orders also move along at an optimal pace link an RFI help and Support for Procore every. Answer an RFI—Procore allows all RFI communications to be available, the purpose an. Whether or NOT you want to Enable the RFI process to add questions or responses for the Procore.. To quickly edit the RFI/Observation and view status is also accessible within StructionSite RFI tool creates an RFI resolve. Allow or Disallow users to create an RFI, modify it on Const Mgmt to. Appears here can manually input a drawing is to resolve Information gaps, eliminate ambiguities, and track for! Add users with 'Admin ' level permission or higher to the RFI request email ' level permissions the. Designate the Default RFI Manager for a project 's RFIs, Allow Disallow! Have to record everything in Procore for our records and so I can link to existing RFI next to project. And/Or during the RFI, click this button status is also accessible within.... Other software to remind, record, and track Requests for Information ( RFIs ) tool is designed to projects... (? from Procore into Projectmates: Step 1: Log into Projectmates: Step:. Remove excuses permissions on the user selected in the Open status, the purpose of an RFI in RFIs. For Information in a central location currently supports the ability to set user permissions the!
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