Foire aux questions
Does this feature change how I submit new RFIs to GCs?
No. This feature only copies closed RFIs for data retention. Future updates may include cross-project creation capabilities.
What is an "External RFI"?
A read-only RFI automatically copied into a downstream project after it was closed in the upstream project.
What RFIs are copied across accounts?
All RFIs with a status of 'closed'.
What data is copied across accounts?
The following fields are included in the read-only External RFI in the ‘downstream’ project:
Subject
Question & Attachment(s)
Responses & Attachment(s)
*If the configuration setting for 'Only Show Official Responses to Standard and Read-Only Users' is enabled, the External RFI will display only official responses in the downstream project.RFI Number
Responsible Contractor
Status
RFI Manager
Received From
Date Initiated
Due Date
Coversheet (PDF)
Linked Drawings (PDF)
How does Procore determine when to send private RFIs to the downstream project?
Procore syncs private RFIs to downstream projects based on upstream permissions. For external connections, an RFI only syncs if the connected user meets both of the following criteria:
Permission Requirement: The user must be the RFI’s Creator, Manager, or Assignee, or be included on the Distribution List.
Connection Requirement: The user must be a validated connection via Connected Vendor.
Once synced, the RFI appears in the downstream 'External Items' tab. Access is then controlled by the user's local 'External RFI' permissions.
Note: If both projects belong to the same company account (an 'inner company' connection), private RFIs sync by default and do not need to meet the criteria above.
What happens if I connect to an upstream project that already has previously completed RFIs?
Activating the connection triggers a full sync of all "Closed" RFIs (past and future) to your downstream project as External RFIs.
Note: Backfilling PDFs and linked drawings for large projects may take several minutes to complete.
Does this change email notifications for closed RFIs?
No. Email notifications remain unchanged. The copied RFI is an additional feature.
Can I configure notifications when External RFIs arrive in my project?
No.
Who can view External RFIs in Downstream projects?
RFI 'Admins' and users with the new "View External Items" granular permission.
Are External RFIs accessible on mobile?
If an External RFI is linked to an Internal RFI, the RFI will appear in the designated reference field on the mobile app. See Linking Internal and External RFIs for more information.
What happens if a closed RFI in the Upstream project is reopened or deleted?
The status update will reflect in the Downstream External RFIs, ensuring near real-time visibility.
Do users need permissions in the Upstream project to see Connected RFIs?
No. All access to these read only External Items is managed within the downstream project.
Can External RFIs be edited in Downstream projects?
No, they are read-only
Can I link External RFIs to drawings or other tools?
Not directly, but you can link an External RFI to an Internal RFI, then link the Internal RFI as per normal capabilities.