How do I create an RFI?

To create an RFI, click on RFIs on the left navigation menu and select to Add RFI.

Add RFI-1
RFI creation screen

Add RFI Form Cells

  • Subject – RFI Name
  • RFI Date – Date RFI is created
  • Due Date – Date Response is Required
  • Question – Text area for question
  • Submitted By – Party that creates RFI
  • Answerer -Party to Answer RFI. If the intended recipient does not appear in list, add them to the Project Information Page
  • Affects Cost – Select Yes or No. Defaults to No selection
  • Affects Schedule – Select Yes or No. Defaults to No selection
  • Bidding RFI – Selecting Yes will identify this as a Bidding RFI next the RFI number and on the reports
  • Specifications – Select from Planroom or free type
  • Drawing – Select from Planroom or free type
  • Cost Code – Select from cost code list
  • Distribution – To Copy Contacts on the RFI, start typing and the system will suggest matches. If the contact is not yet in your database, the system will prompt you to enter with a Quick Add feature.
  • Attachments – Drag & Drop or Click to Browse for files
  • Reminders – Check box to send Automated Reminders 24 hours prior
  • Save – Saves any updates to the RFI Form
  • Save and Submit – Saves information, then sends the RFI out to recipient and distribution list via e-mail. Answers and Responses are collected via the e-mail link and posted in the View/Manage Answer menu choice.
  • Subject – RFI Name
  • RFI Date – Date RFI is created
  • Due Date – Date Response is Required
  • Question – Text area for question
  • Submitted By – Party that creates RFI
  • Answerer -Party to Answer RFI. If the intended recipient does not appear in list, add them to the Project Information Page
  • Affects Cost – Select Yes or No. Defaults to No selection
  • Affects Schedule – Select Yes or No. Defaults to No selection
  • Bidding RFI – Selecting Yes will identify this as a Bidding RFI next the RFI number and on the reports
  • Specifications – Select from Planroom or free type
  • Drawing – Select from Planroom or free type
  • Cost Code – Select from cost code list
  • Distribution – To Copy Contacts on the RFI, start typing and the system will suggest matches. If the contact is not yet in your database, the system will prompt you to enter with a Quick Add feature.
  • Attachments – Drag & Drop or Click to Browse for files
  • Reminders – Check box to send Automated Reminders 24 hours prior
  • Save – Saves any updates to the RFI Form
  • Save and Submit – Saves information, then sends the RFI out to recipient and distribution list via e-mail. Answers and Responses are collected via the e-mail link and posted in the View/Manage Answer menu choice.

Video Tutorial for Creating a RFI