Create an RFI

The process of creating an RFI on both web and mobile platforms has been designed with a focus on efficiency and ease of use.

Before starting to work with RFI tool see RFI Administration to learn more about permissions, custom fields, types and more.

Create an RFI (Web)

To create RFI on the web:

  1. Click Create RFI Button in the top left corner.

  2. Select Status. To learn more, see RFI statuses

    RFI Managers and Administrators can select the Open for Manager status when creating an RFI to assign it directly to another RFI Manager in the project.

  3. Enter RFI number. To learn more, see RFI numbering

  4. Enter Title.

  5. Select RFI Type. To learn more, see RFI Types

  6. Choose the Ball in court. You can select up to 10 reviewers.

  7. Attach References:

    • Select Files, Sheets, Photos, Submittals, Issues, Schedule, Assets, PCO, Forms or other RFIs

    • Upload files from your device

      Note: If an account administrator has turned off a tool it is hidden in the selectable references. See Products and Tools for more information.
  8. Fill in additional fields.

  9. Press Create.

Using the AI-Powered Assistant (Web)

You can use the integrated AI-powered assistant to automatically populate fields in the RFI creation form from a simple text prompt.

AI Assistant Interface

How it Works

Important: The content is generated by AI and requires verification.

Supported Fields

The AI assistant currently supports the following fields:

Note: Additional fields will be supported in future updates.

RFI Type Behavior

For fields with defined default values, the AI response will not override these existing defaults.

Regenerate Option

You can regenerate the AI response if needed:

Activity Log

RFIs generated using AI will be logged in the activity log.

Activity Log Example

Tips for Writing an Improved Prompt

Limitations

Query Limits

Is there a limit to the number of queries I can make?

Accuracy and Reliability

How accurate and reliable are the responses generated by Autodesk GenAI Assistant?

Data Usage

Is my data used to train the AI model?

Where can I find a legal disclaimer for Autodesk Assistant in ACC?

The default RFI number is taken from the last created or renamed RFI with the number incremented by one. This default number can be changed as long as the number is unique.

To change RFI number:

  1. Choose and open an RFI item.
  2. Edit the number field in the top right corner. See image below:

To edit RFI on the web:

  1. Choose and open an RFI item.
  2. Adjust desired fields.

Create an RFI (Mobile)

To create RFI on the mobile app:

  1. Tap Create RFI button.
  2. Select Status.
  3. Enter RFI number.
  4. Enter Title.
  5. Select RFI Type.
  6. Choose the Ball in court.
  7. Attach References:
    • Select Files, Sheets, Photos, Submittals, Issues, Schedule, Assets, PCO, Forms or other RFIs
    • Upload files from your device
  8. Fill in additional fields.
  9. Press Create.

To edit RFI on mobile app:

  1. Tap an RFI.
  2. Tap Edit.
  3. Change needed fields.
  4. Tap the back arrow.
Tip:

When working with Markups or Issues, you can now create a new RFI directly from the reference picker. After creating an RFI, you'll be automatically redirected back to the 'Choose RFI' screen with your new RFI pre-selected, ready for use. Remember, this feature is only available to users with permission to create RFIs.

Additional RFI Numbering Information

Proper numbering conventions for RFIs are an important best practice in construction project management.

Assigning clear, logical numbers to RFIs allows project teams to easily track and sort these information requests throughout the construction process. Custom alphanumeric formats help differentiate between RFI types and trades while supporting proper chronological sorting. Numbering also enables the reuse of voided RFI numbers by appending identifiers like "-void".

Overall, implementing thoughtful RFI numbering and revision schemes ensures efficient information sharing and management across large, complex construction projects with multiple stakeholders.

RFIs Numbering Best Practices

Administrators and managers can assign custom numbers to RFIs in the Open status, which are then sent to reviewers.

Supported RFI numbering formats:

Tip:

To reuse a number, rename voided RFIs, such as changing BID-2 to BID-2-void. The suggested number for a new RFI might belong to a different numbering group or be appended to a "void" number.

RFI Revision Numbers

Sometimes the RFI process does not go according to the initial plan. In that case, it is recommended to duplicate the existing RFI and assign it a new number that indicates it is a revision of the original. The revised RFI with the new number can then be edited as needed and proceed through the process like a new RFI. This allows the RFI process to continue when the initial RFI does not go as planned, by creating a new revision number rather than having to start over with a completely new RFI number sequence.

To ensure proper sorting, use the RFI revision format X.1 when creating revision RFIs.

For example, if the original RFI was numbered RFI-001, the duplicate would be numbered RFI-001.1 to indicate it is the first revision of RFI-001. If further revisions were needed, the next revision could be numbered RFI-001.2, and so on.

See the sort order of the two revision methods: