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