Procore RFIs in PART3
New RFIs created in Procore will appear under the RFIs tab in the connected Project in Part3.
The Ball in Court will be with the Assignee in Part3 and a new Task will be created for them in Part:
In order to have the option to send the RFI back to Procore, you have to have Ball in Court and have the Role of Prime Consultant in Part3.
In this article:
To Add a Response:
- Click on New response under Responses:
- Add your comments, drag and drop/select files from your local drive to attach them to your response, then click Add response:
You and other Users can add multiple responses by repeating the above steps.
a Not returned label will be placed in any responses that haven't been returned to Procore:
You can also delete any responses if necessary. To do so, click on the button with the three dots (located on the right side of the response box), then select Delete response:
You will only be able to delete responses before they are returned to Procore.
To Return Responses to Procore:
- Simply click Return to Procore:
- The Ball in Court will now indicate that it's in Procore, with the RFI Manager, and the status will change to Returned:
At this stage, the RFI Manager can either close the RFI or return it to the Assignee's court. This will reopen the RFI in Part3, allowing Users to add more responses.
As always, if you have any questions or see an issue with this document, please contact us at email@example.com