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Creating an RFI

Who can do this

Super Admin and Admin.

How to create an RFI

  1. Select New RFI.
  2. Enter the Subject and your question/description.
  3. Choose a Priority (Urgent, High, Normal, Low).
  4. Enter the Raised Date and a Response Required By date.
  5. Note whether there is a Programme Impact or Cost Impact.
  6. Save.

What happens after you save

The RFI appears in the project's RFI register with status Open, and its response-due date appears on the project Calendar.

Note

Assigning an RFI to a specific person is not currently a reliable feature in the interface — treat the response-due date and priority as the main way to track ownership until this is available.