Log a Received RFI dialog box
Record data related to an RFI such as the number, response due date, the question, and the discipline.
Record an exchange of files related to a specified construction requirement;
Record the exchange of physical materials related to a specified construction requirement;
Track an RFI’s status and history of actions.
Click to open the Choose Project Team Members dialog box to select the project team members who the RFI was sent to. The current user is entered by default. You can also type email addresses directly in this field.
Project Center uses the To field to send reminders about the RFI. If you are logging an RFI that you received via email and it has multiple RFIs that apply to multiple projects, make sure to only include team members who are on the project you are logging the RFI for. Otherwise, reminders will be sent to team members on other projects.
Click to open the Choose a Project Team Member dialog box to select the contact who sent the RFI. You can also type email addresses directly in this field. If you are logging this RFI from an Info Exchange file transfer or an email message, the contact who sent it is automatically entered in this field.
Enter a subject for the RFI.
To enter a date a response is due back to the contact who sent the RFI, mark the checkbox, then select a date. The drop-down list shows two values - the default value set in the Default Due Date field in the Edit Project Settings dialog box, and the value entered the last time a date was selected. Each time you manually change the due date, this new date will become the second value.
Mark the checkbox to add this item to the email notification message sent out by Project Center reminding you to respond back to the contact who sent the RFI. Select the number of business days before a response is due, which appears in the email message and in the Open Items tab of the My Project Center activity center.
Reminders can be sent to both internal and external project team members. The frequency at which reminders are sent is set in the General tab of the Project Center Administration activity center Servers tab. Reminders can disabled per project in the Edit Project Settings dialog box.
Remind is not available if the option is disabled for the project or in the Project Center Administration activity center.
Select the RFI's type from the drop-down list.
Select the date the RFI was received. The current date is entered by default.
Select the purpose for the RFI from the drop-down list.
Click to open the Choose a Project Team Member dialog box to select the contact who originated the RFI.
Enter an ID number for the RFI.
Enter the number the contractor gave to the RFI.
Click to open the Choose Reasons dialog box to select reasons for the RFI.
Select the method in which this RFI was received from the drop-down list.
Click to open the Choose Disciplines dialog box to apply disciplines to the RFI.
Enter the question in the Question field, and any suggestions in the Suggestion field. If you are logging this RFI from an Info Exchange file transfer or an email message, the body is automatically entered in this tab.
Enter any personal notes in this field.
Internal notes are not sent in email notifications, and do not appear in forms, but they are tracked in the Remarks Summary tab of the RFIs activity center.
Received Files tab
Add any electronic files that were sent with the RFI in this tab. The files may be from a CD, DVD, or other media.
Click to open the Add Files dialog box to locate and attach a file to the RFI.
Click to open the Select Folder dialog box to add a folder and all of its contents to the RFI.
Click to remove the selected file from the RFI.
The name of the file.
The file's type.
The file's size.
The date the file was last modified.
The full path to the location of the file.
Save Record Copy in
When you file an RFI, a record copy of it is saved in this location as a .ZIP file. You can enter a new location.
Description of Contents tab/Email Log tab/Supporting Documents tab/Related Items tab/Change Log tab
Refer to the Forward RFI for Review dialog box for a description of these tabs.
Click to open the Choose Keywords
dialog box to apply keywordsIn Project
Center, keywords are words you can add to items to use for filtering.
When you add keywords, they appear in the Keywords column of the corresponding
Project Center activity centers. You can then filter the list of items
using the keywords to quickly find the items you are looking for.
to the RFI.
Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.
Choosing Forward for Review opens the Forward RFI for Review dialog box.
Choosing Close opens the Close RFI dialog box.
Choosing Respond and Close opens the Respond to RFI and Close dialog box.
Click to create the RFI and file it in the Open category of the RFIs activity center.
To access this dialog box
You can access this dialog box in the following ways:
● Click New RFI > Log a Received RFI from the Tasks panel of the RFIs activity center.
● Drag and drop files into the RFIs activity center log.
● From Microsoft Outlook, select an Outlook itemOutlook items include email messages, calendar items, tasks, and posts., then click File As from the legacy Project Center Add-in for Microsoft Outlook Toolbar, select a project from the Select a Project dialog box, then choose the RFI option.
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