Overview
Procore Connect for RFIs enables Procore customers to connect their projects so that any closed RFIs can be copied and kept in sync with the sending project. Additionally, users can now use Connection Manager to collaborate on active RFIs and Submittals directly within their own accounts. This bi-directional connection allows teams on both sides to actively update and sync items in real time throughout their entire lifecycle.
Benefits
Eliminate Manual Work: Ensures all stakeholders have copies of finalized RFIs.
Improved Visibility: Read-only copies of closed RFIs can be searched, exported to PDF, and included in reports.
Secure & Permanent Access: Once copied, RFIs remain accessible even if the connection is later severed.
Self-Service Management: Easily disable, re-enable, or reset your connections at any time without contacting support.
How it Works
Connection Information
Initiation: Receiving project customers initiate a connection via the Connection Manager in their project.
Connections: Sending projects allow unlimited Receiving project connections, while Receiving projects are limited to a single Sending project connection.
Previously Closed RFIs: Upon connection, all closed RFIs will be provided.
Sync Criteria for External Connections: For an RFI to sync to a Receving project, the connected user must meet both of the following requirements:
Permissions: Must be the RFI Creator, Manager, Assignee, or on the Distribution List.
Validation: Must be a validated connection via Connected Vendor.
Note: If both the Sending and Receiving projects belong to the same company account, private RFIs sync by default and do not require the specific permission or connection checks listed above.
After the sync is complete, a user's ability to view or manage the RFI in the Receiving project is governed by their local RFI tool permissions.
Connection Severed: If the Sending project severs the connection, previously copied RFIs remain in the Receiving project permanently.
Connected RFI Details
Read-Only: Connected RFIs are read-only and cannot be edited in receiving projects. These appear in the RFI tool as External RFIs.
Included Data: The following fields are included: Subject, Question & Attachment(s), Responses & Attachment(s), RFI Number, Responsible Contractor, Status, RFI Manager, Received From, Date Initiated, Due Date, Coversheet (PDF), and Linked Drawings (PDF).
Copied RFIs: All closed RFIs are copied across accounts.
Status Updates: If a closed RFI in the sending project is reopened or deleted, the status update will automatically sync to the receiving project's External RFIs tab.
Access: External RFIs are accessed via a new "External Items" tab in the RFI tool. RFI admins and users with the new "View External Items" granular permission can view them. Users do not need permissions in the sending project.