Create an RFI (workflow templates)

Create an RFI to ask or follow up on questions about your project's design documents.

If the start step of a template is unrestricted, or you have security permissions for a restricted start step, you can access and create an item with a workflow template from the records list view.
Note: Workflow templates are not applicable for Free or ProjectSight Go projects.
  1. In the RFIs list view, select add icon.
  2. Choose an option:
    • Select New RFI.
    • Select New from Camera, then take a photo or video.
    • Select +, select New from Photo/Video, then choose a photo/video from your device.
  3. If there is only one template available, the New RFI page displays. If there are multiple templates available, the Select Template page displays. Choose a template, then select Add.
    Note: In the list, a star icon indicates the default workflow template that is selected by your administrator.
  4. Enter a subject for the RFI, then select Done.
  5. To enter a question, select Ask a Question, then select Add.
    Note: Optionally, take a photo or video to attach to the question.
  6. To send a courtesy copy, select CC.
  7. If you have permissions, you can add an assignment and require a response by selecting Assign/Assign to.
  8. Select Due Date to choose a project deadline, then select Done.
    Note: Once the RFI is submitted, a step due date is automatically set based on the step completion days value in the workflow template. However, in the web app, administrators have the flexibility to customize individual step deadlines to better fit each team's specific needs.
  9. Enter additional details and information.
  10. Choose an option:
    • To save your updates, select save icon, then select x to return to the records list. A pop-up message displays: RFI updated.
    • If you are a required assignee, template manager, or portfolio administrator, the Submit option displays. To save your RFI, move it to the next step, and return to the records list, select Submit. A pop-up message displays: New RFI created.
    Note: If you select submit and there is no assignee assigned for the next step, the Add assignees to next step page displays where you are required to select an assignee, or the template manager, before the record can advance to the next step. See Add an assignee to the next step in template workflow.
    Note: If a response is required, when you select Submit, a response required message displays. You must select Response, choose a response, then select Select before you can submit.