Creating an RFI

You can create RFIs at any time during the project’s life cycle.

To create an RFI document:

  1. From the Project Dashboard, select RFI from the Documents list, and click Add.
  2. Change the Description.
  3. In From, look up the person requesting this information, the source contact.
  4. Enter a Due Date.
  5. Save the document.
  6. In the Info field (on the Info tab), enter your request/question.
  7. (optional) If an Attachment templates has been established for the Doc Type, Attach from Template will appear on the Attachments tab. Click the icon to create the printout file for the document.
  8. Add attachments if necessary.
  9. Either route the document to the Responsible person or Save and Close.

You can reopen the document as needed to make changes.