procore support rfi

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

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