Construct PM - RFIs

Overview

Requests for information (RFIs) can be created in Construct PM in order to request and send information between project partners and contacts.

The RFI Log Screen

The RFIs Log screen

The Issues log is what appears after selecting Issues from the main menu. To view an issue, select it from the menu on the left hand side. RFIs are labeled by their RFI number, subject, and status.

NOTE: RFI numbers are automatically assigned upon the creation of an RFI and cannot be edited from Construct PM.

The user may edit RFI found in this screen, assuming they have the relevant security privileges enabled (please see Security for more details). Once the RFI has been edited press Save to confirm the changes.

Creating an RFI

The Create RFI screen

To create an RFI from within Construct PM, press the Plus icon at the bottom of the RFI log screen. Enter the RFI's information then either press Submit to send the RFI to the chosen parties, or save the issue as a draft to return to it later.

Status

Select the current status of the RFI.

Subject

Enter the subject of the RFI.

Date Created, Date Required

Enter the date the RFI was made and the date an answer is required. The Date Created field defaults to the current date.

From

Select the user sending the RFI. By default this field is the logged in user.

Co-Author

If the RFI has authors other than the user in the From field, enter those users here.

To

Select the recipient of the RFI.

CC

Select any other contacts to CC on the RFI.

Area

Select the area to which the RFI relates. This is often the physical area on the project site.

Question, Answer

Enter the question being asked here. The Answer field is then filled by the To contact.

Suggestion

Users with the appropriate permission may add a suggested answer to the question.

Cost Impact, Cost Amount

Select whether there will, will not, or will potentially be an impact to the project cost. If there is a financial cost then enter that amount in the Cost Amount field.

Schedule Impact, Days

Select whether there will, will not, or will potentially be a delay to the project. If there is scheduled to be a delay then enter that amount in the Days field.

Related Objects

Press the Plus icon in this field to link another Construct PM object to the RFI record. This object can be another RFI, a punch list item, or an issue.

Attachments

Press the Plus icon in this field to add an attachment to the RFI record. The user can either take a new photo with the device's camera, attach a file from the device library, or attach a document already saved in Construct PM.

Notes

Enter any other related comments on the RFI here.

Emailing an RFI Report

An RFI report can be shared via email. To share a report, click on the RFI Menu icon () and select the "Email Report" option in the drop-down menu.

NOTE: The Email Report feature requires the user’s Enterprise security role to have the ‘Report User’ flag enabled. For more information, please refer to Define Roles.