RFIs

What is it?

Management of Requests for Information (RFI). Allows creating, responding to, tracking, and closing technical questions between the project team and stakeholders.

When to use it

When a technical question arises on site, a plan conflict occurs, or a formal project clarification is needed before executing work.

Creating an RFI

When you raise an RFI you describe the question and decide who handles it. The essential information is a clear title that summarizes the request, the question itself with the technical doubt or clarification you need, and the RFI Manager responsible for managing and eventually closing it. The rest is optional and adds context: the trade or technical discipline involved, the specialty within that trade, the assignees expected to respond, any recipients who should receive a copy, a due date for the response, the date issued, and attachments such as plans, documents, or reference images.

The RFI lifecycle

An RFI moves through a clear set of states from creation to closure:

• It starts as a Draft, visible and editable only by the person who created it.
• Once sent, it becomes Open and waits for a response.
• If the responder needs more detail, it can be marked Need Clarification until the requester provides the missing information.
• When a formal answer is given it becomes Responded.
• The RFI Manager then marks it Closed once resolved — no further actions are allowed.
• If an RFI turns out to be a duplicate or no longer relevant, it can be set to Void.

What you can do

Beyond creating and responding to RFIs, you can run them through their workflow (approve or reject according to the configured flow), advance the status through the lifecycle, and add formal responses with text and attachments. Deleted RFIs go to a recycle bin where you can restore or permanently remove them, you can export the full list to Excel, and charts let you visualize the status and evolution of all project RFIs.

How to use it

1. Go to Project Hub → RFI.
2. Click "New RFI". Fill in the title, question, and assign an RFI Manager.
3. Add discipline information (Trade), dates, and attachments if applicable.
4. Publish. The RFI will move to Open status and notify the assignees.
5. When a response is received, the workflow advances to Responded. The RFI Manager closes the RFI.