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A Request for Information (RFI) is a formal question to the design team or owner about scope, design, or contract documents. Each RFI has an assignee, a due date, a question, and an answer.

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Open RFIs

  1. Select the project.
  2. Open RFIs from the sidebar.
  3. The log lists every RFI with number, title, status, ball-in-court, and due date.

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Create an RFI

  1. Select Create RFI.
  2. Enter the Subject and Question.
  3. Set the Assignee (typically the architect or engineer).
  4. Set the Due Date.
  5. Pick a Discipline (architectural, structural, MEP, civil, etc.).
  6. Optionally pin to a Drawing location.
  7. Attach supporting documents or photos.
  8. Submit the RFI.

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Ball in Court

Ball-in-court tracks whose action is needed next. It changes as the RFI moves through review:
  • Originator — drafting or revising the question.
  • Reviewer — answering the question.
  • Closed — answered and accepted.

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Status Workflow

  • Draft — being written.
  • Open — submitted, awaiting answer.
  • Answered — reviewer has responded.
  • Closed — originator has accepted the answer.
  • Void — no longer applicable.

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Answer an RFI

  1. Open the RFI.
  2. Select Add Response.
  3. Enter the answer with any sketches or attachments.
  4. Submit the response. Ball-in-court returns to the originator.

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Distribution

RFIs auto-distribute to the project team based on discipline. Add specific recipients in the distribution list when extra parties need visibility.