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Procore Support (en-au)

Respond to and Close an RFI from a Connected Project


Procore is closing the Procore Connect beta.

Based on the input we have received from clients in the Procore Connect beta, we are ending the beta testing period and ceasing development work on Procore Connect. As we move into the next stage, we will be leveraging our findings to develop a new solution that will scale across the entire platform.

Can I still use Procore Connect?

Yes, you can still use Procore Connect! We know that many clients have benefited from the connections provided through Procore Connect, and we encourage you to continue to use them. All the connections you already have will continue to work, so you won’t lose any projects or connections. (And if that ever changes, we’ll give you plenty of notice, so you won’t miss a beat. Please note, however, that as of November 9th, 2020, you will not be able to create new connections, and new product development of the functionality will not continue.


To respond to and close an RFI from a connected project.


After setting up a connection with another Procore project on the Project Connections page in the Project level Admin tool, you can send RFIs to the other project. This is especially useful if two separate companies are both using Procore and want to save time by sending items to each other's project. After the RFI is sent, a 'Draft' version of the RFI will appear in the connected project's account where users with 'Admin' level permissions on the connected project's RFIs tool can either respond to the RFI or assign the RFI to another user in their project.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's RFIs tool.
  • Additional Information:
    • If no default RFI Manager has been set, no email notification will be sent when a connected project sends an RFI to your project. We recommend selecting a default RFI Manager before or at the same time as setting up a project connection. See Designate the Default RFI Manager for a Project's RFIs.
    • The number given to the RFI in connected project's account displays in the 'Connected RFIs' field in the RFI's 'General Information' section.
    • Responses not marked as 'Official' are not shared with the connected project.


  1. Navigate to the project's RFIs tool. 
  2. Click View next to the RFI sent from the connected project.
  3. Review the RFI's 'General Information' and 'Question' sections.
  4. Optional: Click Edit to edit any of the RFI's information. See Edit an RFI.
    Any edits made to the RFI will not be reflected in the version in the connected project.
  5. If you have designated one or more users as an Assignee for the RFI, complete the following:
  6. If you are responsible for responding to the RFI, add your response to the RFI. See Reply to an RFI and Choose an "Official Response" for an RFI.
  7. Click Respond & Close to send the response to the connected project the RFI originated from.
  8. In the 'Send Response & Close RFI' window, click Respond & Close.
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