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procore support rfi

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

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