Elevate a Coordination Issue to an RFI

During a project's co-ordination phase, clashes and other construction issues are often identified and tracked as co-ordination issues. This allows project teams to collaborate and resolve design conflicts informally and efficiently. It's an effective way to manage the day-to-day back-and-forth communication required to refine the building model.

However, some issues cannot be resolved informally or may require a formal, contractual response from a member of the design team or another key stakeholder. When a co-ordination issue requires an official, documented question and answer, it should be elevated to a Request for Information (RFI). This ensures the query is formally tracked in the project's RFIs tool and that the response becomes part of the official project record, providing necessary clarification that could impact cost, programme or scope.

The issue's status automatically updates based on the RFI's progress:

• Elevated: The issue's status changes to 'Elevated' as soon as it's linked to an RFI. The status reverts to Elevated if the RFI is reopened without an 'Official' response.

• Released: The status changes to 'Released' after someone adds an 'Official' response to the RFI. The status remains Released if the RFI is reopened once the 'Official' response is logged.

• Required User Permissions

• Additional Information:

  • You can alternatively elevate issues to RFIs from the Procore BIM Plugin. See Elevate a Coordination Issue to an RFI from the Procore BIM Plugin.

Follow these steps to elevate an issue to a new or existing RFI.

1. Navigate to the project's Coordination Issues tool.

2. Click the Issue link to open it in the Issue [#] panel.

Elevate to RFI

1. Click the icon and choose Elevate to RFI > Elevate to New RFI.

2. In the New RFI panel, complete the required fields and add optional information as needed.

   Show/Hide Fields

   This table details the fields in the New RFI panel.

   Field Label	Description	Required Field?	Action/Notes
   Subject	Enter a clear, descriptive title for the RFI.	Yes	This title identifies the RFI in the main list.
   Question	Provide the detailed question.	Yes	Include all necessary context to help assignees and reviewers provide an accurate answer.
   Drawings	Link relevant project drawings from the Drawings or Document Management tool.	No	If using Drawing Areas, select the area first, choose the drawings, and click Add.
   Attachments	Upload supporting files or photos	No	Any existing views or attachments will be automatically linked to the RFI.
   Location	Select the specific project location from the dropdown.	No	To create new options, refer to Add Locations to a Project.
   RFI Manager	Assign the RFI Manager for this request	Yes	Select from users with 'Admin' permissions on the RFIs tool. The default project manager will auto-populate, if available. See What is the RFI Manager role?

3. Click Create Draft.
   A confirmation banner appears with a link to the draft. An 'Admin' on the RFIs tool must set the RFI's status to Open to start the workflow. You cannot close or re-elevate the original issue until the new RFI is closed.

Elevate to Existing RFI

1. Click the icon and choose Elevate to RFI > Elevate to Existing RFI.

2. In the Select an RFI panel, search for the RFI by number or subject.

3. Click the desired RFI in the list.

4. Click Elevate to this RFI.

• Edit an RFI

• Respond to an RFI

• Close an RFI