15 articles
RFIs Help
Create, route, respond to, distribute, close, and report on Requests for Information.
Quick reference
4The 60-second RFI model
Draft question → Open RFI → Responses → Official Response → Closed RFI → Distribution
Read articleStatuses, ball-in-court, and visibility
Ball-in-court tells you who is responsible for the next action; it is separate from the RFI's status. While an RFI is Open, you can assign it to respondents or return it to the manager. No one can respond after the RFI is Closed or Cancelled.
Read articlePermissions and availability
RFIs require the Project Management package and appear only when you have View RFIs access.
Read articleTroubleshooting RFIs
The record must be Draft and you need full RFI write access. Limited draft access lets a creator prepare a draft but does not grant the full open-and-close workflow.
Read articleCreate and route
4Understanding the RFI lifecycle
Use an RFI when your project needs a question to remain traceable from the first draft through the accepted answer and final distribution. It keeps the respondents, due date, decisions, and supporting files together.
Read articleCreating and opening an RFI
Create a Draft when you want to prepare the question and routing before notifying anyone. Opening the RFI makes it active, assigns its number, and lets respondents begin answering.
Read articleManaging participants, due dates, and ball-in-court
When you add a new respondent, Constructable creates an important assignment notification. It can also send an email when that person's Channels, email settings, and record access allow it. Important emails may be grouped briefly before delivery.
Read articleManaging RFI attachments and drawing links
Add question attachments when recipients need more context to understand what you are asking. Response attachments stay with the individual response, while question attachments stay with the RFI. When you close the RFI, you can choose from both sets for the distribution packag...
Read articleRespond and complete
5Finding and tracking RFIs
Open RFIs, then use the status views, search, and table or panel view to narrow the list. Once you find the record, review:
Read articleResponding to an RFI
Respond when you have enough information to answer the question or provide the next piece of project direction. Your response and any supporting files become part of the RFI's history.
Read articleReviewing and accepting responses
Choose how to accept the response based on whether the team still has work to do:
Read articleClosing and distributing an RFI
Close the RFI when the question has been resolved and you are ready to preserve the final record. The distribution steps let you choose exactly which attachments and recipients are included.
Read articleReopening, changing status, and deleting
The delete confirmation tells you that deletion cannot be undone. Draft and active RFIs use separate delete permissions. When a Closed RFI documents project direction, reopen and correct it instead of deleting that history.
Read articleShare and report
2Downloading and reporting on RFIs
Use the RFI actions to share a current record with the right audience:
Read articleUsing RFIs on drawings, in meetings, and on mobile
You can view RFIs from drawing topic pins when you have RFI access. Meetings can include a smart Open RFIs section that automatically adds open and newly opened RFIs until the meeting is finished. Starting the meeting removes already closed smart items from that agenda copy; i...
Read article