How to Filter RFIs (Procore Web)

Objective

To use the search, filter, and sort options to locate RFIs.

Steps

1. Navigate to the project's RFIs tool.

2. Click the Items tab.

3. Click Add Filter and select one of the following options:
   • Assignees. Select the name(s) of the Assignees to only show  RFIs assigned to those individuals.
   • Ball In Court. Select the name(s) of a Ball In Court person. 
   • Cost Code. Select a cost code to limit the log to only RFIs associated with the selected code. 
   • Created By. Mark the checkboxes that correspond to the desired RFI creators.  
   • Location. Select Location from the drop-down list. Then, you have these options to narrow your selection to specific sub-locations:
     • If you want to include the project's sub-locations in your search, mark the ​Include Sub-locations checkbox. To ignore sub-locations, remove the checkmark. 

     • If you want to include only a specific location (or locations) in your search, mark the corresponding checkboxes. 

       Note: For the checkboxes above to appear as selections, at least one (1) submittal on your project must be associated with a sub-location.

   • Overdue. Select Overdue and then mark the Yes checkbox to narrow you selection to overdue RFIs. 
   • RFI Stage. Select RFI Stage and mark one or more checkboxes from the list to narrow the list to your selections.
   • Received From. Select the person from whom the RFI was received. 
   • Responsible Contractor. Filters the list by the contractor or subcontractor with responsibility for completing the work related to the RFI. 
   • RFI Manager. Filters the list by the RFI Manager.
   • Status.
   • When you select Status, a drop-down list appears so you can select one or all of the following:
     • Open. Narrows the list to show only active RFIs in Open status. This does NOT include RFIs in the Recycle Bin. 
     • Closed. Narrows the list to show only active RFIs in the Closed status. This does NOT include RFIs in the Recycle Bin. 
     • Draft. Narrows the list to show only active RFIs in the Draft status. This does NOT include RFIs in the Recycle Bin.
4. Press ESC on your keyboard to view the filtered list of RFIs.
5. Optional: Repeat the steps above to add more filters.
6. To clear one filter, click the X next to its name. OR To clear all filters, click Clear All.