RFIs

Used to lookup an existing RFI.

Click to start a new form.

Project: Used to select the project associated with the RFI.

Phase: Select the phase (construction, design, etc.) that the project is currently in.  The options for this field are configured by your Administrator in the Portfolio>Lists>Projects menu.

RFI #:       Enter the record number for the first RFI only (per project) . PMWeb will automatically populate subsequent records based on the next numerical value.

Description:  Enter a general description (a more detailed description should be entered in the details section of this form).

Status:  The status (draft, submitted etc.) will automatically be updated by PMWeb based on the workflow configuration.

Revision:  Enter the revision number for this record.

Date: The revision date will automatically be populated by PMWeb using the current date.

RFI Date:  Enter the date of the RFI.

From: Select the name of the contact who is recording this RFI.  The available contacts are set up in Portfolio>Lists>Companies.

To:  Select the name of the contact who will be receiving this RFI.  The available contacts are set up in Portfolio>Lists>Companies.

Trade:  Select the trade (mechanical, electrical etc.) the form is associated with.  The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.

CSI Code:  Enter the construction specification codes associated with the form (if applicable). 

Category:  Select the category (mechanical, electrical etc.) associated with the CSI code.  The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.

Priority: Select the priority (high, medium etc.) of the form.  The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.

Use the search capability to locate a user from your contact database.

Enter the date a response is required.

Enter the information you are requesting in detail.

Enter any potential solutions.

Enter the date a response was sent (after entering your answer).

 Enter the answer to the question submitted.

Check the appropriate boxes if the RFI effects the scope of work, cost and/or the schedule.

This field is automatically populated by PMWeb if you generate a change event from the RFI.

Select a task associated with the RFI.  This field is linked to the scheduling module.

  Click to save the RFI.

Use to link form to other existing forms to show background/history.

 

Add Link:  Click to link to another form.  Once clicked, a list of the existing forms will appear.  Select the one(s) you want to link and drag to the right hand side of the screen.  Once complete click Save and Close located in the bottom right hand corner of the screen.

Refresh:  Click to refresh the existing data.

Delete Link:  Click to delete an existing link.

For more information on the other tabs please see the Overview/Navigation section.

If the RFI has cost implications, click to generate a change event.  Once clicked all of the inforrmation contained in the RFI will be populated in the change event form.  Once in the change event form  you will have the option of entering costs.