Submit RFIs to Reviewers

Only the manager role can submit an RFI to reviewers. Once an RFI has been reviewed for compliance the Manager must select a reviewer to provide an answer to the RFI. Managers with Full Control Permissions for the budget can create or attach PCOs to the RFI. Once that reference is made there is a bidirectional link to access the RFI from Cost Management.

Create or Reference a PCO in an RFI

1. Click the RFI in Project Management RFIs.
2. Click Add Reference in the Linked References section.
3. Select a PCO from the list or select Create New.
4. Click Add to map an existing PCO, click Create to create a new PCO.

If you generate a new PCO the PCO Has the same title as the RFI. By default the PCO is set to out of scope. In the flyout of the PCO there is a linked reference section that contains a link back to the RFI.

Submit the RFI

The action banner allows you to assign reviewers.

Managers can assign reviewers and co-reviewers after the RFI status is set to open. Managers should review the Details and Attachments tabs of the RFI before assigning it to the individuals or companies responsible. If there is an impact to the budget create a PCO using the steps previously mentioned.

1. Click Submit to Reviewer from the action banner. The status changes to Open.
2. Click the Assign To drop-down menu and select the desired reviewer.
3. You can also:
   • Click the Co-reviewers drop-down menu and select desired co-reviewers.
   • Add a Due date.
   • Select members to add to a distribution list.
4. Click Submit.