Procore RFIs
Part3’s integration with Procore makes RFI coordination effortless. Once the project is connected to Procore, questions and responses flow seamlessly between the two platforms — consultants can review and collaborate in Part3, then simply click “Return to Procore” to send everything back! 💫
In this article, we’ll walk you through exactly how that workflow looks!
Tasks
If there is a new RFI in Procore that requires your review and response, you will receive a task in Part3.
These tasks will be displayed on the 'Overview' page of your project, with click links so you can dive right in.
Review and Respond to an RFI
At the above overview tab, click the 'Ball in Court' button to jump to the RFI.
Step 1: Review the question and any attachments uploaded by the General Contractor in Procore.
Step 2: Add your response by clicking the navy blue 'New response' button.
Note: Your name must be in the 'People' area of the RFI to have the ability to add a response.
Don't forget, you can use the comments section to collaborate with all of the Consultants on your project. This will help you keep all of the context and discussions in one place! 💥
Edit or Delete Your Response
As long as the RFI has not been returned to Procore, you will have the option to 'Edit' or 'Delete' your response.
Step 1: Click the 3 dots in the top right corner of the grey response area.
Step 2: Select 'Edit' or 'Delete'.
Step 3: If you selected 'Edit', you can modify the response and add or delete any attachments. Once finished, click 'Update response'.
Return a Response to Procore
Step 1: To return the consultant responses to Procore, your name must be in the 'Ball-in-court' area and you must have the 'prime consultant' role at the team's page.
Step 2: Once you have collected all of the consultant responses, you can click the blue 'Return to Procore' button in the top right-hand corner of the screen. A pop-up will appear for you to confirm which responses to return, select all that apply, followed by 'Return to Procore'.
Step 3: Once the RFI responses are returned, the status bar at the top of the screen will move to 'Returned' and your job is finished!
Note: Only the General Contractor can move the status to 'Closed' in Procore. The Ball-in-Court will transition back to the RFI Manager, which is typically someone from the General Contractors team.
A Note on Cover Pages
Unlike with Procore Submittals, Part3 does not automatically generate a response cover page with your organization's disclaimer for Procore RFIs. This is the expected behavior.
If a cover page is required for your response, you must manually create and attach it. Alternatively, if a cover page was generated in Procore, you can download it directly from the RFI view.
Important
In a Procore-connected project, your ability to respond to an RFI is controlled by the 'Ball in Court' (BIC) assignment in Procore. If you are unable to add a response, check who is listed in the 'Ball in Court' field. If your name is not there, you cannot respond.
This often happens when an RFI is re-opened, but the BIC is not assigned back to you. To fix this, contact the General Contractor and ask them to assign the 'Ball in Court' to you in Procore.
Understanding RFI Statuses
Once an RFI is returned or closed, its status in Part3 is updated accordingly. These RFIs will no longer appear in lists filtered for 'Open' items, such as the default RFI log.
To find an RFI that has been returned or closed, change the status filter on the RFI log page to 'All', 'Returned', or 'Closed'.