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

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