· 3 min read
How do I create and answer an RFI?
Raise a request for information, add threaded responses, and close it once it's settled.
An RFI (Request for Information) keeps a question, its responses, and its final status together as one record — instead of a decision buried somewhere in an email thread nobody can find later.
Raise the RFI
- Click “+ New RFI.”
- Enter a Subject and the Question itself.
- Set Ball in court — who owns the next action: Client, Consultant, Designer, Internal, or Other (defaults to Internal) — and a Priority (Low, Medium, High, or Critical; defaults to Medium). Add a Due date if it needs to be answered by a specific point.
- Click “Raise RFI.” It's immediately open and ready for a response — there's no separate publishing step.
Add a response
Open the RFI and type into the response box, then click “Add response.” The first response automatically moves the RFI from Open to Answered — you don't set that status by hand. Responses stay threaded on the RFI in order, so the full back-and-forth is in one place rather than scattered across replies.
Close it
Once the question is genuinely settled, click “Close RFI.” If a closed RFI turns out not to be fully resolved after all, it can be reopened — an RFI's status isn't a one-way door, but every status change is recorded on the audit trail either way.
Who can do this
RFIs are open to every role, including Field Supervisor — unlike most of Project Controls, since questions about the work commonly originate on site rather than in the office. Owner, Admin, Estimator, Project Manager, and Field Supervisor can all raise RFIs, respond to them, and close them. See what each role controls.
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