Create RFIs

Request information from collaborating companies about the project.

There are two types of RFI:

To create and view RFIs on the relevant BIM 360 Mobile App, see RFIs (Android) or RFIs (iOS).

Note: Roles assigned by the project administrator affect certain entries.

Create an RFI in List View

  1. Click the Module Selector .

  2. Select the RFIs tab.

  3. Click Create RFI.

  4. Select the desired status using the drop-down list:

    • Draft: Keeps the RFI private to the creator.
    • Submitted: Assigns the RFI to a Manager.
    • Open: Assigns the RFI to a reviewer. Only Manager roles can open an RFI.
  5. Enter a title.

  6. Select the person to assign the RFI to using the Assign To drop-down list. If you are a manager you can select a manager or reviewer. Members must select a manager. See Set Up RFI Workflows for information about the roles.

  7. You can also:

    • Add a due date

    • Add a question.

    • Suggest an answer to add clarity to the question.

    • Attach files from the Plans or Project Files folder, or upload them from your computer.

    • Click Add document to select a document in the project by:

      1. Navigating through the project documents folders.
      2. Selecting the document.
      3. In the viewer, finding the location in question.
      4. Clicking in the canvas to place a push pin.
      5. Clicking Done.
    • Enter text about the location.

    • Provide any information if the cost or schedule is impacted.

    • Select a priority.

    • Select the related disciplines.

    • Select the related categories.

    • Enter an external ID if the RFI was created in another software for reference. Filtering by this ID can bring it up quickly for a conversation.

    • Select members for the distribution list, they are sent emails as the RFI progresses through the workflow.

  8. Click Create to save.