Configure Advanced Settings: RFIs

Users with 'Admin' level permission on the project's RFIs tool can set the configuration settings for the project's RFIs tool. The Configure Settings area also allows users to create custom RFI reports and set user permission for the RFIs tool.

• Required User Permissions

Configure the RFI Settings

1. Navigate to the project's RFIs tool.

2. Click the Configure Settingsicon.

3. Navigate to the RFI Settings page.

4. Configure one or more of the following settings:

   • RFI Manager

   • Private RFIs

   • RFI Responses

   • Custom Fields

5. Under the RFI Number Prefixes area, do the following:

   • To include a selected project stage in the RFI numbers for the project, mark the 'Prefix RFI Numbers by Project Stage' checkbox and click Enable in the window.

   • Mark the 'Prefix Stage Enabled' checkbox next to each stage you would like to make available for numbering RFIs. To add more project stages to this list, see Add a Custom Project Stage.

   • Enter a unique prefix for each project stage selected. Prefixes can include a combination of alphanumeric characters.

   • Click Update at the bottom of the settings page.

6. Under RFI Emails, mark or clear the Enable Email checkbox to determine which Email Events will send email notifications. Mark or clear the checkboxes under each user role to determine who will receive the email notifications for each Email Event.

7. Click Update.

Set User Permissions for RFIs

1. Navigate to the project's RFIs tool.

2. Click Configure Settings.

3. Click Permissions Table.

4. Set each user's permission according to your preferences.:

   • You are not able to change a user's permissions if they are a Procore Administrator or if the user's permissions are managed with a permission template. See Change a User's Permissions in the Project Directory.

   • For a list of what users can do at each permission level in RFIs, see the Permissions Matrix.

Enable Revisions

Note: This setting only appears on projects that didn't enable the RFI Revisions beta prior to its full release date.

1. Navigate to the project's RFIs tool.

2. Click Configure Settings .

3. Place a checkmark in the box next to Enable Revisions.