Collaborate with RFIs

Explore the RFI module where you can create an RFI to obtain clarification or to highlight issues.

Create an RFI

  1. From the navigation menu, open the RFI view.
    2. Open RFIs from Navigation menu

    —Or—

    Open the RFI view from the dashboard.

    Open RFIs from dashboard
  2. In the RFI view, click add_circle (Create).
    3. Create RFI
  3. In the Add RFI panel, enter a subject and your question.
  4. Assign this RFI to a project contact and optionally choose a different Due Date.
    5. Assign RFI
  5. Click Save.

An RFI has been assigned to you

ProjectSight notifies you of any records that are assigned to you.

  • Click the link in the notice to open the record.
    • RFI notification

    Log in and then post your comment in the record.

    Reply to RFI
  • Reply to this email with your comment. Your comment will be added to the ProjectSight record.
    • RFI reply