Betrachtungen
No change to RFI creation process.
No new custom notifications for External RFIs.
For an RFI to sync to a downstream project, the connected user must meet both of the following requirements:
Permissions: Must be the RFI Creator, Manager, Assignee, or on the Distribution List.
Validation: Must be a validated connection via Connected Vendor.
If both the upstream and downstream projects belong to the same company account, private RFIs sync by default and do not require the specific permission or connection checks listed above.
After the sync is complete, a user's ability to view or manage the RFI in the downstream project is governed by their local RFI tool permissions.
A downstream project in a connection cannot act as an upstream project in a different connection.
Project connections can only be initiated by the downstream project.
Connections can only be made with ‘active’ projects. Inactive projects are not supported.
GovCloud accounts will not be able to participate in a project connection.
If projects are disconnected, they cannot be reconnected.
If projects are disconnected, the downstream project can not connect to a new upstream project.
Not currently supported:
You can view linked External RFIs on mobile, but the full list of External RFIs is only available on the web platform. Link Internal and External RFIs on a Downstream Project.
Procore Document Management (PDM) attachments (not to be confused with legacy Documents tool. Learn more)