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Creating an RFI

Who can do this

Any authenticated user with access to the project — including the Client role, not just Admin/Super 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.

Drawing Locations

An RFI may also be created directly from a location on a Drawing — select Create Record → Create RFI from that location's marker. The drawing link is recorded automatically; RFI has no location/area field of its own, so nothing is added to the Subject or description.

If an RFI has been linked to a location on a Drawing (whether created this way or linked to an existing RFI afterward), a Drawing Locations section on the RFI shows every drawing location it's linked from, with an Open Drawing action that jumps straight to the correct drawing, revision, and page.