ProjectWise Deliverables Management Portal Help

To Forward an RFI

You can forward an RFI you received to both internal and external participants. When you forward an RFI, a new RFI draft is created using the original RFI as a template, and which is linked to the original RFI. When you send your final response to the original RFI, you have the option to include the responses you received regarding the forwarded RFI.

  1. Go to the Incoming tab.
  2. If needed, acknowledge the RFI. See To Acknowledge an RFI .

    (You cannot forward an RFI until you acknowledge it.)

  3. Do one of the following:

    Click the Respond button next to the RFI in the list and when the RFI opens, click the Forward button in the upper right corner of the page.

    or

    Open the RFI from the list and then click the Forward button in the upper right corner of the page.

    or

    Click the check box next to the RFI in the list and then click the Forward option from the menu in the upper left corner of the Incoming tab.

    A new RFI draft is started, using the original RFI as a template.

  4. Click the To button to select which internal or external participant you want to forward this RFI to.
  5. (Optional) Make changes to the forwarded RFI as needed, the same as you would when creating a new RFI. See To Create an RFI .
  6. When finished, issue the RFI. See To Issue an RFI .

After the selected recipient responds to the forwarded RFI, you can attach their response to your response, when you respond to the original RFI.