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- https://en-au.support.procore.com/products/online/user-guide/project-level/rfi/tutorials/create-a-correspondence-item-from-an-rfiNote: If Yes was selected in the source RFI's Program Impact field, the data from the source RFI's Days field will display in the Program Impact field on the new correspondence item. Note: If Yes was ...Note: If Yes was selected in the source RFI's Program Impact field, the data from the source RFI's Days field will display in the Program Impact field on the new correspondence item. Note: If Yes was selected in the source RFI's Cost Impact field, the data from the source RFI's $ field will display in the Cost Impact field on the new correspondence item.
- https://en-au.support.procore.com/faq/how-do-i-filter-items-by-multi-tiered-locationsIf you tie an item to a multi-tiered location, you will be able to view all items that are tied to tiered locations in the "filter by" section. You will see a filtered list of all items that have been...If you tie an item to a multi-tiered location, you will be able to view all items that are tied to tiered locations in the "filter by" section. You will see a filtered list of all items that have been tied to that exact location unless you check the checkbox next to "Include Sub-locations." If you search for Floor 1 and select the checkbox that says, "Include Sub-locations," you will see all items tied to all sub locations under floor 1 (highlighted in red below).
- https://en-au.support.procore.com/faq/how-do-i-control-which-emails-are-sent-by-procore-during-the-rfi-process1 When 'Ball In Court Shift' emails are enabled and the Ball In Court responsibility for an RFI is shifted manually (see Shift the Ball In Court on an RFI), Procore sends an automatic email notificati...1 When 'Ball In Court Shift' emails are enabled and the Ball In Court responsibility for an RFI is shifted manually (see Shift the Ball In Court on an RFI), Procore sends an automatic email notification to the user who the Ball In Court responsibility shifted to (the item's RFI Manager or Assignee), even if no user checkboxes are marked in the RFI Emails table.
- https://en-au.support.procore.com/faq/who-can-view-a-draft-rfiA 'Draft' RFI will not appear in the 'My Open Items' area of the Portfolio tool for the person who has the current Ball In Court (BIC) responsibility for the RFI. Users with the 'View Private RFIs Ass...A 'Draft' RFI will not appear in the 'My Open Items' area of the Portfolio tool for the person who has the current Ball In Court (BIC) responsibility for the RFI. Users with the 'View Private RFIs Associated to Users within Same Company' granular permission enabled on their permissions template (if another user in their company [including them] is the RFI's creator or is designated as the RFI Manager, an Assignee or a Distribution List member)
- https://en-au.support.procore.com/faq/what-is-the-difference-between-a-distribution-group-and-a-distribution-listOnce created, end users with permissions to create items in specific Procore tools can add available distribution groups to any To, Cc, Distribution, Default Distribution, Distribution List, File Trac...Once created, end users with permissions to create items in specific Procore tools can add available distribution groups to any To, Cc, Distribution, Default Distribution, Distribution List, File Tracking, field in the Company and/or Project level tools that support this feature. In Procore, a distribution list is similar to the Carbon Copy (Cc) feature in an email program and is used for notifying select Procore users about a specific event or change in status.
- https://en-au.support.procore.com/faq/how-does-procore-assign-numbers-to-rfisIf you create a Draft RFI, it is NOT assigned a number until the RFI Manager (or a user with 'Admin' level permission to the RFIs tool) changes its status to Open. If you create an RFI in the Open sta...If you create a Draft RFI, it is NOT assigned a number until the RFI Manager (or a user with 'Admin' level permission to the RFIs tool) changes its status to Open. If you create an RFI in the Open status and then change its status to Draft, the number assigned while it was in the Open state is retained. Note: Who can place an RFI into the 'Open' status depends upon the permission level a user has be granted on the Project level RFI tool.
- https://en-au.support.procore.com/faq/what-options-do-i-have-for-numbering-rfis-in-procoreAnswer You have several options for numbering RFIs in Procore's RFIs tool. To learn about your options, see one of the FAQs below: How does Procore assign numbers to RFIs? How do I configure a prefix ...Answer You have several options for numbering RFIs in Procore's RFIs tool. To learn about your options, see one of the FAQs below: How does Procore assign numbers to RFIs? How do I configure a prefix and starting number for a project's RFIs? Can I create an RFI with a duplicate number? See Also Create an RFI If you would like to learn more about Procore's RFI software and how it can help your business, please visit our request for information (RFI) construction software product page .
- https://en-au.support.procore.com/products/online/user-guide/project-level/rfi/videosThis page includes training videos that show how to perform various tasks in or related to the project's RFIs tool.
- https://en-au.support.procore.com/products/online/user-guide/project-level/rfi/release-notesThis page describes notable changes to the project's RFIs tool.
- https://en-au.support.procore.com/products/online/user-guide/project-level/rfi/faqThis page includes links to frequently asked questions about the project's RFIs tool.
- https://en-au.support.procore.com/products/online/user-guide/project-level/rfi/tutorials/search-for-and-filter-rfisHow to find an RFI using the filter and sort options.