Overview
Procore Connect for RFIs allows connected projects to sync closed RFIs for permanent recordkeeping (Data Retention) and actively collaborate on live RFIs across accounts (Cross-Account Collaboration).
With the Cross-Account Collaboration feature in Open Beta, teams can initiate an RFI in a Receiving account, automatically generate a linked Draft RFI in the Sending account, and track live status updates, response changes, and attachments in real time across both web and mobile platforms (iOS and Android).
Benefits
Improved Visibility: Read-only copies of closed RFIs can be searched, exported to PDF, and included in reports.
Data Ownership & Retention: Read-only copies of closed RFIs are retained permanently in your account, even if the connection is severed.
Self-Service Management: Easily disable, re-enable, or reset your connections at any time without contacting support.
Auto-Link RFI Revisions: Revisions auto-link when closed. Changes to draft, open, or manually linked RFIs do not auto-link, but every revision is tracked in the Change History of local and external RFIs
How it Works
Connection Information
Initiation: Receiving project customers initiate a connection via the Connection Manager in their project.
Connections: Both Sending and Receiving projects support unlimited, independent project connections per tool. Disconnecting one project never affects the others.
Previously Closed RFIs: Upon connection, all closed RFIs will be provided.
Sync Criteria for External Connections: For an RFI to sync to a Receving 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.
Note: If both the Sending and Receiving 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 Receiving project is governed by their local RFI tool permissions.
Connection Severed: If the Sending project severs the connection, previously copied RFIs remain in the Receiving project permanently.
Connected RFI Details
Read-Only: Connected RFIs are read-only and cannot be edited in receiving projects. These appear in the RFI tool as External RFIs.
Included Data: The following fields are included: Subject, Question & Attachment(s), Responses & Attachment(s), RFI Number, Responsible Contractor, Status, RFI Manager, Received From, Date Initiated, Due Date, Coversheet (PDF), and Linked Drawings (PDF).
Copied RFIs: All closed RFIs are copied across accounts.
Status Updates: If a closed RFI in the sending project is reopened or deleted, the status update will automatically sync to the receiving project's External RFIs tab.
Access: External RFIs are accessed via a new "External Items" tab in the RFI tool. RFI admins and users with the new "View External Items" granular permission can view them. Users do not need permissions in the sending project.