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Creating and sending a Project RFI
Creating and sending a Project RFI

Streamline your project communication and ensure clarity with an efficient and organized Request for Information (RFI) process.

JD Williams avatar
Written by JD Williams
Updated this week

Overview

By using INGENIOUS.BUILD to create and send RFIs, contractors, general contractors, and vendors can quickly address informational gaps, enhance collaboration with the design team, and mitigate project scope changes with ease.

Prerequisites

If your project has an On-system General Contractor listed in the Project Directory with a GC workspace type, only the GC will be able to create an RFI in that project.

Process

Modifying RFI Settings

  1. Within the project, navigate to Project Settings from the left-hand navigation.

  2. Go to RFI Settings on the left side, then click "Edit" on the upper right.

  3. On this page, you can pre-fill several user fields from your Project Directory when creating an RFI:

  • Default Official Design Reviewer - designate a user within a Design workspace who will receive all RFIs and manage responses.

  • Default RFI Manager - designate a user within a GC workspace who will manage creating, closing, and distributing an RFI.

  • Default Impacted Parties - designate users from any workspace to be notified when RFI statuses change.

4. On the second tab, you can also set a Default Review Time.

5. Once satisfied with the changes in your RFI settings, click Save.

Submitting a Project RFI

  1. Within the project, from the left-hand navigation, scroll down to the RFIs module.

  2. On the top right hand corner, click "+ Add New RFI".

  3. You will see a slide-out modal appear. If you've specified any default settings within Project Settings, you will see these pre-filled at this time.

  4. At the bottom, you may propose a solution by toggling it on and indicating a schedule and cost impact.

  5. You can Save as Draft, which will keep the RFI visible only to you and users within your workspace who have access to this project.

  6. You can submit the RFI which will notify the Official Reviewer and the Impacted Parties.

  7. The Official Design Reviewer will have the Ball in Court at this time, allowing them to propose their own solutions or change the Ball in Court to another user from a Design workspace to propose a solution.

By customizing your RFI settings and following the simple steps to submit an RFI, you ensure a smoother workflow, timely responses, and clearer communication across all parties involved.

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