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Respond to an RFI

Modified: 10 May 2026 Viewpoint Team Project Management Project Communications Help

Respond to an RFI to provide the information requested. This is the second step in the RFI process. You can also respond to an RFI to send it back to the person who answered it and indicate that you need more information.

Each RFI has to be answered separately. If someone else should answer the RFI, you can forward it to them, instead of answering it. See Forward an RFI.

You can respond to an RFI if you are not satisfied with the initial answer. You can explain why you are not satisfied and what additional information you want. If you are satisfied with the answer to the RFI, you should mark it answered. See Mark an RFI Answered

  1. From the Assigned to Me section of the home page, select the RFI assigned to you.
    The RFI page appears.
  2. Click the Respond button.
    The Respond window appears.
  3. (Required) In the To field, the person who responded to the RFI is displayed. If needed, select a different person.
    Note: To filter the list of contacts:
    • Enter the first few letters of the contact's name.
    • Select Team Contacts to filter the list to contacts in your enterprise.
    • Select PM Firm/Spectrum Contacts to filter the list to just contacts from your ERP system.

    To add a Team user (someone who has a Team user account), enter the full email address associated with that user. Note this is not required if your enterprise is configured to limit contacts to Vista PM firms.

    To add a new contact, select New Contact.
  4. In the CC field, enter any additional contacts you want to receive a copy of the RFI.
  5. (Required) In the Response field, enter the requested information.
  6. (Optional) Select Add attachment to attach one or more files to the RFI.
    1. Browse to the files you want to attach and select them.
    2. Select Open.
  7. The Notify Recipients check box is selected by default. If you do not wish to send email notifications to all the indicated recipients, you can clear this check box.
  8. Click the Send button.
The RFI is sent and the ball-in-court status is updated. Additionally, the creator of the RFI is notified by email when the RFI has been marked as Answered by a Project Editor or responsible party.

RFI responses appear in the Responses section of the RFI details page.

Note that Project editors can remove a response from the RFI details page by hovering over the response and clicking .

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