Tired of manually copying RFI responses and attachments from other projects to retain for your records? Now you can connect projects, even if they are in a different Procore account. Then when an RFI is closed in the other project, a read-only External RFI is automatically added to yours. Zero manual entry required. Join the Connected RFI’s open beta today.
This feature gives Procore Connect users a permanent, read-only record of all critical RFI data, improving data integrity and streamlining collaboration. Once you select the RFI option in Connection Manager and create a connection, you can find your synced RFI’s in the External Items tab in the RFI tool. The RFI tool is now available in Connection Manager to select on a brand new connection or enable on a previous connection.
Key Feature Highlights:
Downstream Users: Gain automatic, permanent access to official RFI responses, attachments, and linked drawings directly from the upstream project once the RFI is closed. This eliminates tedious manual work, reduces the risk of errors from data duplication, and ensures you have a complete, accurate record for compliance, legal purposes, and future reference, without ever leaving your familiar Procore environment.
Upstream Users: Easily approve and manage data sharing requests, including auto-approvals, directly within Connection Manager, ensuring secure data control with less administrative burden.
To join the beta release simply select RFI beta in Connection Manager and provide us your feedback.
