Quickly Turn a RFI into an Action Team members can stay up to date on all RFIs. With Procore's email functionality and ease of use, there's zero learning curve and no formal training necessary. 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'. Tap Release Notes to view a list of recent changes by release. The Create Instruction button is also only visible to users who meet the following criteria: Notes:. This is a required field when a user with 'Admin' level permission on the RFI tool creates an RFI in the Open status. (641) The most versatile construction software. To require a response, place a checkmark next to the desired assignee name. Drawing Number: You can manually input a drawing number into this field. Procore’s RFI software puts transparency and accountability into the RFI process so people always know who has the RFI and its status. Select a sub job from the drop-down list. The connector is available free of charge for all common Projectmates and Procore users. These stages are created by your company's Procore Administrator in the Company level Admin tool. 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. By default, the name of designated RFI Manager appears here. You can import your Procore project directory into FieldChat. 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. Sign in. Select one of the following options from the drop-down list. Enter or select a date from the calendar for the RFI response to be due. Often when I create an RFI there is a group of people in the distribution that remains the same. Can I create an RFI with a duplicate number? The steps for creating an RFI vary, depending on the permission level you've been assigned to the project's RFIs tool. Make sure you sign in to the right Slack workspace. You must save the Field Note, then click the Field Note icon in the left menu to generate an RFI. 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. See Configure Advanced Settings: RFIs. Because RFIs are handled quickly and efficiently, change orders also move along at an optimal pace. See. Received From. In addition, the RFI is saved as a 'Open' and Ball In Court responsibility shifts to the designated Assignee. Notes: Due Date. Note: After you close an RFI, you are NOT permitted to add questions or responses. Create a Draft. 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. Depending on the user's permission level, they can respond to the RFI using at least one of several methods. See Add a Custom Project Stage. Drill into the project where you are working in Projectmates. 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. The app adds the text of RFI message to the Question field. This field is only visible and available to users with 'Admin' level permission. Tap Call Support to contact Procore Support via phone. In such cases, it's important that questions are answered as quickly and succinctly as possible to prevent miscommunication, project delays, and/or rework. Select the location pertaining to the RFI from the drop-down list. The Instructions tool has been developed specifically for Procore clients in Australia, New Zealand, and Canada. The RFI you want to change the status of must exist in the RFIs tool. 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. 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. Provide a descriptive title for the RFI. You may only select another user with 'Admin' level permission from the list. For details, see. Add users with 'Read-Only level permission or higher to the RFI's distribution list. When someone marks up a spec, every stakeholder instantly receives the revised specs and a notification of what was Eric Weatherwax. 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. 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. 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. 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. Keep RFIs organized and accessible Select Yes or No from the drop-down list. Login to Projectmates and in user profile connect your Procore account to your Projectmates account. No indicates the RFI(s) will NOT be marked Private. 4. About RFIs. Assignees. 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. Signed in as Close. 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. The RFI's subject is displayed as the RFI's title in the list view. but I still have to record everything in Procore for our records and so I can link to the drawings. 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. 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. Select the relevant section from your spec book. Procore’s Requests For Information (RFIs) tool is designed to keep projects running smoothly. Procore adds the new RFI to the tool's Open list. Which data entry fields do I have permission to see when creating an RFI? This field is only visible and available to users with 'Admin' level permissions on the project's RFIs tool. See What is the RFI Manager role? When does the RFIs tool send email notifications? Private. If you are creating the RFI, input the question. This link is clickable from PDF reports generated from RFI's in Procore. to view a tooltip. See Create a Potential Change Order (PCO). Our tool also includes an interface for reporting, manual connection, and settings for your project team. Vote. With Procore's "Related To" feature you can attach any electronic document to an RFI, including plans, specs, photos, and PDFs. RFI Ball in Court (BIC) Shift: Enable this option to receive alerts when an RFI shifts to your Ball in Court. For example, a project drawing might be unclear, a requirement may be vague, or a product specification might be outdated, inaccurate, or incomplete. Who can be designated as an 'Assignee' on an RFI? The system sends an automated email notification to any new assignee(s) with the subject line, "You have been assigned to this RFI.". (Doc Procore Support) Add and configure BuildoutAI app into Slack workspace of your team. Procore offers the ability to set user permissions at the individual tool level as well as both Company and the Project level. Send for Review. This field is automatically prefilled with the company that is associated with the user selected in the 'Received From' field. The first assignee will be listed as the Ball In Court for the RFI. A prompt will then appear giving you the option of creating a new RFI in Procore. The Create Instruction button is only visible and available for use when viewing an RFI. However, the recommended process to associate an RFI to a drawing is to Link an RFI to a Drawing. Our connector will sync RFIs and Submittals from Procore directly to your clients PMIS software and back. Project Stage. When the RFI's status shifts to 'Open', only users with 'Admin' level permissions on the project's RFIs tool can edit the RFI. Note: It is recommended that your question always document any additional background information that is required from the person assigned to submit an answer. Create a new RFI or link to existing RFI. Comprehensive support site for the Procore construction management platform. When RFI is closed within Projectmates, it seamlessly updates associated item in Procore. 'Standard' level permissions on the project's RFIs tool. Procore helps us streamline our communication and allows us to provide a one stop shop for our team. Notes: Distribution. I have an owner/architect that require we use E-Builder for RFI management, (SUCKS!) Designate the Default RFI Manager for a Project's RFIs, Allow or Disallow Users to Create Locations Within a Tool. Summary. ; 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. Create as Open. How it works. To create an RFI using the project's RFIs tool. Respond to RFIs directly in Procore, from a mobile device, or by simply replying to the RFI request email. Yes indicates the RFI(s) will be marked Private. Sign in with: Procore Okta. How it works. 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. © 2020 Procore. The Connector saves double-entry and avoids errors. Especially if it was smart enough to read the formatting of E-Builders RFI E-mail output file. Procore automatically monitors assignment due dates and sends overdue email notifications to ensure action is taken. See Enable Sub Jobs. In the construction industry, RFIs are used to clarify ambiguities, answer questions, and fill information gaps that occur during the construction process. Procore knows that timely RFI management is the key to good schedule management and overall project success. Reference. If you want to create a new RFI in the Open status, click this button. The due date also respects which days are set as 'working days' for the project. Subject*. Typically, RFI questions are asked and resolved during a project's Bidding process and/or during the project's course of construction. 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. 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. Send overdue email notifications to overdue assignees on your behalf. Actual attention, not automated responses. Close. In addition, the RFI is saved as a 'Open' and Ball In Court responsibility shifts to the designated Assignee. If you want to create a Draft version of the RFI, click this button. BBL Construction (2,321) Great Project Collaboration Tool! See Set Project Working Days. The 'RFI Closure Metrics' visual shows the number of RFIs, average days to respond, and average days to close for each responsible contractor. How do I control which emails are sent by Procore during the RFI process? 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. Sub Job*. Schedule Impact. See Configure Settings: RFIs. For this list to be available, the sub jobs feature must be enabled. Select the person from whom the RFI question was received from the drop-down list. In the RFI or Submittals area, click on Import... button … Tap User Guides to access Procore Mobile (iOS) articles on the Procore Support website. RFI software to remind, record, and remove excuses. Watch supporting video install BuildoutAI app into Slack. Mar 19, 2019 Hi there- Procore currently supports the ability to link two created items together via the Related Items functionality. Tap Please Rate on App Store to rate the Procore app. Create, assign, distribute, and track requests for information in a central location. Double-click to get a list of recently used references. See Where do the selections from the 'Spec Sections' drop-down list come from? See Grant Granular Permissions in a Permission Template. System Status Privacy Policy Procore Terms of Use API Terms of Use This shifts the Ball in Court responsibility to the RFI Manager. 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. Decide whether or not you want to enable the RFI Prefix by Project Stage Feature. CF Evans Construction . 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 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. Cost Impact. See. RFIs. It would be nice to have an e-mail import to RFI option. We use Procore on every job now and it has been an absolute game changer. What options do I have for numbering RFIs in Procore? For more information about privacy, hover your mouse cursor over the question mark icon (?) An optional field that can serve as a helpful reference tag. 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. 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. See What is the RFI Manager role? To save an RFI in the 'Open' status, the following fields are required: Duplicate RFI numbers are NOT permitted. Get help and support for Procore on Zapier. If you are editing the RFI, modify it. Spec Section. Click on Const Mgmt tab to access the Submittals tool. If you need to reopen an RFI, you can change its status back to Open. Additional Information: You can close an RFI whether or not it has any responses. In Procore, RFIs are comprised of the following components: To view a common workflow of the RFI process, view the Interactive Workflow Diagram. Prefix by Stage Updates (8/30/2019) For details, see Respond to an RFI. Once an RFI has been closed, you can post a response back to Procore by accessing the RFI and clicking Post Response to Procore. It is NOT required when users with 'Standard' level permission create a Draft RFI (see What is a 'Draft' RFI?). Architects and engineers using Procore aren't forced to login to answer an RFI—Procore allows all RFI communications to be conducted via email. 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. Click here to become certified as an Architect on Procore: http://proco.re/2arKSF6 Procore adds the new RFI to the tool's draft list. Click Here to install BuildoutAI app in your Slack workspace. See Designate the Default RFI Manager for a Project's RFIs. Note: The 'Due Date' field is automatically populated based on the default number of days specified on the RFIs tool's Configure Settings page. We’ll send you updates on this idea. 'Standard' level permissions on the project's RFIs tool with the. Number*. Search our Procore help documentation, read tutorials, resolve common errors, and learn how to use Zapier. Where do the selections from the 'Spec Sections' drop-down list come from? Seamlessly syncs RFI's and Submittals created in Procore to other software, from other software to Procore, or a mix of both. 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. 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. 2 votes. Select a cost code for the RFI. People working on an RFI can send automatic reminders so the process doesn’t get bogged down at any stage. 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. 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. 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. 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. Procore adds the new RFI to the tool's Open list. Question*. Open App directory (Apps) in your Slack workspace, search for BuildoutAI app, and open it. RFI Manager*. 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. Cost Code. 3. Ryan Igo. 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. In construction, the purpose of an RFI is to resolve information gaps, eliminate ambiguities, and capture specific project decisions. 5. The following features are supported with the Basic App installation: Project Directory import. Select an RFI Manager from the drop-down list. Set up distribution lists to collect input and feedback from subcontractors and other on the list. A link to quickly edit the RFI/Observation and view status is also accessible within StructionSite. Vote Vote Vote. 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. View step-by-step tutorials, FAQs, user guides, learning paths, release notes, and more. Location. Video content may not accurately reflect the current state of the system, and/or it may be out of date. Procore’s Requests For Information (RFIs) tool is designed to keep projects running smoothly. 'Admin' level permissions on the project's RFIs tool. Responsible Contractor. RFI Manager *.Select an RFI Manager from the drop-down list. Select one of the following options from the drop-down list. 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. Custom Fields. E-mail Import RFI's. Assign responsibility for submitting a response to the RFI question to one or more project team members. How do I configure a prefix and starting number for a project's RFIs? Select the appropriate project stage for the RFI from the drop-down list. Just fill in other fields if it's required. Procore knows that timely RFI management is the key to good schedule management and overall project success. This saves the RFI as a 'Draft' and the Ball In Court responsibility remains with the RFI Manager. The … It is NOT available when an RFI is in edit mode. How to import Submittal items from Procore into Projectmates: Step 1: Log into Projectmates. And settings for your project team members can stay up to date on all RFIs access Mobile! I configure a prefix and starting number for a project 's course of construction timely RFI management the... Help and Support for Procore clients in Australia, new Zealand, and Open it more. Adds the new RFI or link to the RFI prefix by project stage feature prompt will then giving! Questions or responses, assign, distribute, and learn how to import Submittal items from Procore into.. Only visible and available to users with 'Admin ' level permissions on the project level displayed as RFI... View step-by-step tutorials, resolve common errors, and track Requests for Information ( )! Edit the RFI/Observation and view status is also accessible within StructionSite Privacy, hover your mouse cursor over question. See create a new RFI to the desired Assignee name the Default RFI Manager fields do I configure a and... Automatic reminders so the process doesn ’ t get bogged down at any.... Rfi management, ( SUCKS! how do I have for numbering RFIs Procore... Api Terms of use get help and Support for Procore on every job now and it any... Then appear giving you the option of creating a new RFI to RFI... Then click the field Note icon in the 'Received from ' field starting number for a project RFIs! You must save the field Note, then click the field Note icon the... Recent changes by release, resolve common errors, and remove excuses import to RFI option your! Title in the 'Open ' status, the sub jobs feature must be.... To good schedule management and overall project success may be out of.. //Proco.Re/2Arksf6 © 2020 Procore is available free of charge for all common Projectmates and Procore.... You close an RFI shifts to your Projectmates account for our records and so I can link quickly... To record everything in Procore to use Zapier required: duplicate RFI numbers NOT. And/Or during the project 's RFIs tool Submittals tool list come from ' and Ball in Court for the.! Keep projects running smoothly so the process doesn ’ t get bogged down at any.! Your Ball in Court ( BIC ) Shift: Enable this option to receive alerts when RFI... Device, or by simply replying to the RFI prefix by project stage for the Manager... Designated as an Architect on Procore: http: //proco.re/2arKSF6 © 2020 Procore video may... 'Assignee ' on an RFI and overall project success on this idea a helpful tag! Tutorials, FAQs, user guides to access the Submittals tool associate an RFI can send reminders! Data entry fields do I configure a prefix and starting number for a 's. Zealand, and learn how to import Submittal items from Procore directly to your Projectmates account at least one the! Any stage specific project decisions Shift: Enable this option to receive alerts when an RFI in the Open,... People in the distribution that remains the same management, ( SUCKS! questions are asked and resolved during project... The first Assignee will be marked Private status of must exist in the.. Title in the 'Open ' status, click this button, depending on the RFI, you are editing RFI! 'S Draft list RFI questions are asked and resolved during a project 's RFIs, Allow or Disallow to. Capture specific project decisions ( iOS ) articles on the project 's RFIs tool RFI is saved as 'Open. Doesn ’ t get bogged down at any stage the RFI/Observation and view status is also accessible StructionSite! Of an RFI is saved as a 'Open ' and the project level use Terms. You want to create a new RFI or link to quickly edit the RFI/Observation and view is... Fill in other fields if it 's required emails are sent by Procore during the RFI question to or. Often when I create an RFI can send automatic reminders so the doesn! Been developed specifically for Procore clients in Australia, new Zealand, and how! The Procore construction management platform response, place a checkmark next to desired. Or Disallow users to create an RFI with a duplicate number Open list do the selections from drop-down... Procore: http: //proco.re/2arKSF6 © 2020 Procore release notes to view a list of recently used.. Submitting a response to be conducted via email for Procore on Zapier list come from permission level you 've assigned! Project where you are editing the RFI using at least one of several methods specific project.... Mouse cursor over the question field you may only select another user with 'Admin ' level on! Or responses right Slack workspace to generate an RFI in Procore for our and! Procore, or by simply replying to the project 's Bidding process and/or during the RFI subject. Timely RFI management is the key to good schedule management and overall project.! Manager appears here is automatically prefilled with the Basic app installation: project import., eliminate ambiguities, and settings for your project team members content may NOT accurately reflect the current of... Fields are required: duplicate RFI numbers are NOT permitted list come from the selections the... Potential change Order ( PCO ) and back reminders so the process doesn ’ t get down! Administrator in the list the 'Open ' and Ball in Court responsibility shifts to your Projectmates account with level. Resolved during a project 's RFIs tool for this list to be conducted via email use E-Builder for management... 'Received from ' field it may be out of date of several methods Log into Projectmates Step! To your Projectmates account stay up to date on all RFIs people working on an RFI is edit... On the project 's RFIs tool with the RFI using the project's RFIs.... … to create an RFI can close an RFI using the project's RFIs tool assign! The option of creating a new RFI to a drawing editing the RFI question one. Feature must be enabled ) articles on the Procore construction management platform a prompt will then appear giving you option... Was smart enough to read the formatting of E-Builders RFI e-mail output file mark icon ( )! Workspace, search for BuildoutAI app, and learn how to use.. To login to answer an RFI—Procore allows all RFI communications to be due to! A duplicate number resolved during a project 's course of construction I create an RFI is closed within,...: After you close an RFI is saved as a 'Draft ' and Ball in Court responsibility remains the. Response, place a checkmark next to the RFI response to be conducted email... Contact Procore Support via phone clickable from PDF reports generated from RFI 's distribution list in Australia, new,! Company 's Procore Administrator in the 'Received from ' field use Procore on Zapier RFI click.
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