ProjectWise Deliverables Management Portal Help

Managing Incoming RFIs

RFIs sent to you from other organizations are found under the Incoming tab.

The general workflow for the user receiving an RFI is this:

  1. User receives an RFI
  2. User acknowledges the RFI
  3. User responds to the RFI

Users can also:

  • add internal users as additional responders to the RFI
  • forward the RFI to either internal or external users
  • download attachments to the RFI
  • have your RFI response reviewed and approved by another internal participant before sending
  • reject the RFI
  • view the history of the RFI
  • archive the RFI

Generally speaking, if you need to collect input from internal users, you add them as additional responders to the original RFI, and if you need to collect input from external users, you forward them the RFI. When you send your final response to the RFI you can collect any internal and external responses and then include them along with your response.

RFI Forwarding Workflow