RFIs

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. Procore knows that timely RFI management is the key to good schedule management and overall project success.

Keep RFIs organized and accessible
Answer RFIs by email
Quickly turn RFIs into actions
Record a history of all RFIs

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

Web
iOS
Android

Web

Create an RFI

View an RFI

Respond to an RFI

Close an RFI

Mobile

Create an RFI (Mobile) - Field Worker

Create an RFI (Mobile) - Subcontractor as Collaborator

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure RFI Settings

Create an RFI - Specialty Contractor

Architect - Respond to an RFI

Site Worker - Create an RFI (Mobile)

Speciality Contractor as Client - Create an RFI

Subcontractor - Create RFIs (Mobile)

Configure RFIs Settings

Speciality Contractor as Client - Close an RFI

Owner - Create an RFI

Owner - Close an RFI

Site manager - RFIs

Architect - Overview

Web

Configure RFI Settings

Create an RFI

Close an RFI

Mobile

Create an RFI (Mobile) - Field Worker

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure RFIs Settings

Site Worker - Create an RFI (Mobile)

Web

Create an RFI

View an RFI

Respond to an RFI

Close an RFI

Mobile

Create an RFI (Mobile) - Field Worker

Create an RFI (Mobile) - Subcontractor as Collaborator

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure RFI Settings

Create an RFI - Specialty Contractor

Architect - Respond to an RFI

Site Worker - Create an RFI (Mobile)

Speciality Contractor as Client - Create an RFI

Subcontractor - Create RFIs (Mobile)

Configure RFIs Settings

Speciality Contractor as Client - Close an RFI

Owner - Create an RFI

Owner - Close an RFI

Site manager - RFIs

Architect - Overview

Important

What granular permissions are available for the project's RFIs tool?

Action	Read Only	Standard	Notes
Add a Related Item to an RFI Web
Add Assignees to an RFI as an Assignee on an RFI Web			The user adding the assignee must first be designated as an 'Assignee' and must be the current 'Ball In Court' person.
Change the Status of an RFI Web iOS Android	Act as RFI Manager	Act as RFI Manager	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator
Choose an "Official Response" for an RFI Web iOS Android	Act as RFI Manager OR Mark Official Responses	Act as RFI Manager OR Mark Official Responses	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator Users with the Mark Official Responses' granular permisison must also have one of the following attributes: Be the RFI's creator Be an Assignee Be Distribution List Member
Close an RFI Web iOS Android	Act as RFI Manager	Act as RFI Manager	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Configure Settings: RFIs Web
Create a Change Event from an RFI Web iOS Android			Users also need 'Standard' level permissions or higher on the project's Change Events tool. This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Create a Potential Variation from an RFI Web			To create a Potential Change Order from an RFI, the following must also be true: The RFI is created. The head contract must be in the 'Approved' status. The Change Events tool must be disabled on the project, and the Head Contracts tool must be configured for two (2) or three (3) tier change orders. If the Change Events tool is enabled, follow the steps in Create a Change Event from an RFI instead.
Create an Instruction from an RFI Web			Users must also have 'Standard' level permissions or higher on the project's Instructions tool.
Create a Draft RFI Web iOS Android			This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Create an RFI Web iOS Android		Act as RFI Manager	This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Create and View a Custom RFI Report Web
Create RFIs on a Drawing Web iOS Android			Users must also have 'Standard' level permissions or higher to the project's Drawings tool.
Customise the Column Display in the RFIs Tool Web
Delete a Response to an RFI Web
Delete an RFI Web
Designate the Default RFI Manager for a Project's RFIs Web
Download RFI Attachments iOS
Edit a Custom RFI Report You Created Web
Edit Any Custom RFI Report Web
Export an RFI Web
Export the RFIs List to CSV or PDF Web
Edit a Draft RFI You Created Web iOS Android			This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Edit an RFI Web iOS Android	Act as RFI Manager	Act as RFI Manager	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Forward an RFI by Email Web iOS Android
Forward an RFI for Review Web			Users must also be designated as an Assignee for the RFI and be the current Ball In Court person.
Link Existing RFIs on a Drawing Web iOS Android			Users must also have 'Standard' level permissions or higher to the project's Drawings tool.
Perform Bulk Actions on RFIs Web
Reopen an RFI Web iOS Android	Act as RFI Manager	Act as RFI Manager	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator
Respond to an RFI Web iOS Android			Users with 'Standard' level permissions without a granular permission must also be an Assignee or a Distribution List member for the RFI.
Respond to an RFI Web iOS Android	Act as RFI Manager	Act as RFI Manager	'Read Only' users with the 'Act as RFI Manager' granular permission must also be assigned as the 'RFI Manager' on the RFI 'Standard' users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator Be an Assignee Be a Distribution List Member This action can be performed offline. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Resize the Column Width in the RFIs Register Web
Retrieve an RFI from the Recycle Bin Web
Search for and Filter RFIs Web iOS Android			This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
Share a Custom RFI Report Web
Shift the Ball in Court on a RFI Web	Act as RFI Manager	Act as RFI Manager	Users with the 'Act as RFI Manager' granular permission must also have one of the following attributes: Be assigned as the 'RFI Manager' on the RFI Be the RFI's creator
View Private RFIs Associated with Users in Your Same Company Web iOS Android	View Private RFIs Associated with Users within Same Company	View Private RFIs Associated with Users within Same Company	Additional roles may be required to view certain kinds of RFIs. See What user roles can view which types of RFIs? This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
View RFIs Web iOS Android			Additional roles may be required to view certain kinds of RFIs. See What user roles can view which types of RFIs? This item can be viewed or edited offline provided that the item was previously viewed and cached on your mobile device. Tasks performed offline are synced with Procore once a network connection has been reestablished.
View the Distribution History of a Custom RFI Report Web

Below are the notable changes to the project's RFIs tool.

Recent Changes

Saved views for rfis now in open beta (22/05/2025)

Procore has introduced the ability to save views within the RFI tool, allowing users with appropriate permissions to configure views at the user, project, and company levels. Saved Views ensures that teams remain aligned and focused by providing customised views, reducing the time spent searching for data. To learn more, see Create, Edit, or Delete Saved Views for RFIs.

New 'Closed-Draft' Status for RFIS (18/03/2025)

A new status is now available for RFIs that enhances the ability to gain insight into your project data with granularity and accuracy. The 'Closed-Draft' status is automatically assigned to RFIs when they are closed directly from a 'Draft' state. When you reopen a 'Closed-Draft' RFI, it will automatically shift back to 'Draft' status. The 'Closed-Draft' status is only applied in this scenario, and can't be manually assigned to an RFI.

Modernised List View for RFIs is now generally available (03/03/2025)

The modernised RFIs list view is gradually moving from Open Beta to Generally Available over a period of two weeks. Enjoy enhanced filtering and sorting capabilities, as well as a more consistent and optimised experience when viewing your RFIs list in Procore.

RFIs maintain their 'Open' status when moved to the Recycle Bin (27/01/2025)

When deleting an RFI to move it to the recycle bin, items in an 'Open' status previously were changed to a 'Recycled' status. Now items that were in an 'Open' status will keep that status after they are moved to the recycle bin. You can still filter and report on RFIs based on whether or not they are in the recycle bin.

Modernised RFI configuration settings view (22/08/2024)

The RFIs Tool Configure Settings pages have been updated with a modernised, more intuitive layout. There is no change in behaviours or capabilities.