Creating a Request for Information (RFI)

To create a Request for Information:

1. Once logged into the project, from the project secondary navigation bar, select REQUESTS FOR INFORMATION from the secondary navigation bar and select 'Add New'.
1. Note that forms displayed on the secondary navigation bar are configurable. If you do not see REQUESTS FOR INFORMATION, select 'More...' - 'Configure My Menu'. Add the REQUESTS FOR INFORMATION form to your secondary navigation bar. See the screen shot below. 
2. Enter the Subject. Subject is a required field and must be completed in order to save the Request for Information.
3. Question - Enter the question
4. Answer - When the answer is returned, enter the answer.
5. Save the Request for Information

Configuring the Requests for Information Form

If the Request for Information form does not contain the data fields needed, the form can be customized to add fields. To do this, select the '... Customize Form Fields' option form the Requests for Information log view. In the Form Field area, click the 'Add New Field' button. Complete the 'Add Custom Field' wizard to add your custom fields to the Requests for Information form. For more information on creating custom fields, see Help section Custom Fields

Editing a Request for Information

To edit a Request for Information, click the 'Edit' button from either the Request for Information form or from the Requests for Information log view. Edit as desired and click 'Save' to save changes.

Viewing a Request for Information

Requests for Information can either be viewed in form view or the log view. To view Requests for Information in log view, ensure that you have configured your secondary navigation menu to display the REQUESTS FOR INFORMATION form. To view the Request for Information in form view, click the Subject link for the desired Request for Information.

Sharing a Request for Information

To share a Request for Information form to other project users, click the  'Share' button on the Request for Information in form view. Use the Share modal to share the Request for Information to other project team users. For more information on sharing, please see the Help section Sharing Information 

Deleting Request for Information

To delete a Request for Information, select '...Delete' on the Request for Information form. At the 'Delete?' courtesy prompt click 'No Never mind' to cancel the process or click 'Yes' to proceed. Request for Information can only be deleted if they have not been shared.

Helpful Screenshots