Designate the Default RFI Manager for a Project's RFIs

In Procore, the RFI Manager oversees an RFI throughout its lifecycle. Acting as the gatekeeper between the creator and the design team, they review all draft RFIs to either:

1. Respond and close: Provide an official answer and close the item.

2. Distribute for review: Open the draft, assign an RFI number, and forward it to the appropriate design team member for a response.

• Required User Permissions

• Additional Information:

  • Selecting the project's default RFI manager only affects new RFIs created after the setting was updated.

  • See What is the RFI Manager role?

1. Navigate to the project's RFIs tool.

2. Click the Configure Settingsicon.

3. Navigate to the RFI Settings page.

4. Select one of the following option buttons:

   • 'If a Standard user creates an RFI, they can select any Admin user as the RFI Manager'.

   • 'If a Standard user creates an RFI, the RFI Manager will be'.
     Note: Users with the appropriate permissions can edit an RFI's default RFI Manager when creating or editing an RFI. See Create an RFI and Edit an RFI.

5. Click Update.
   Note: Selecting the project's default RFI manager only affects new RFIs created after the setting was updated.

• Create an RFI