Designate the Default RFI Manager for a Project's RFIs

In Procore, an RFI Manager is the person responsible for overseeing an RFI throughout its lifecycle. This person is the gatekeeper between the RFI's Creator and the Design Team and is responsible for reviewing all Draft RFIs and either (1) providing a response to the RFIs and closing them out, or (2) opening the draft RFIs, assigning them a number, and then assigning them to the appropriate member of the design team, who then provides a response to the RFI's question.

• Required User Permissions

• Additional Information:

  • Selecting the project's default RFI manager only affects new RFIs created after the setting was updated.

  • See What is the RFI Manager role?

1. Navigate to the project's RFIs tool.

2. Click the Configure Settingsicon.

3. Navigate to the RFI Settings page.

4. Select one of the following option buttons:

   • 'If a Standard user creates an RFI, they can select any Admin user as the RFI Manager'.

   • 'If a Standard user creates an RFI, the RFI Manager will be'.
     Note: Users with the appropriate permissions can edit an RFI's default RFI Manager when creating or editing an RFI. See Create an RFI and Edit an RFI.

5. Click Update.
   Note: Selecting the project's default RFI manager only affects new RFIs created after the setting was updated.

• Create an RFI