How to Edit RFIs Default Distribution and RFI Manager (Procore Web)

Role

PCs or PMs

Objective

To configure RFIs the settings and preferences (RFI Manager and Default Distribution) for the project's RFIs tool.

Steps

1. Navigate to the project's RFIs tool.

2. Click the Configure Settings icon. 

3. Navigate to the RFI Settings page.
4. Configure one or more of the following settings:
   • RFI Manager.
     • Click the button next to 'If a Standard user creates an RFI, they can select any Admin user as the RFI Manager.'
     • Click the button next to 'If a Standard user creates an RFI, the RFI Manager will be:' to select a user as the project's default RFI Manager.
   • Default Distribution: Add in members of the project who should be sent notification emails on every or most RFIs generated in your project in Procore.

5. Select Update.

Refer to the coordinating manual for further details regarding the RFIs tool, see link below.

Coordinating Manual Feb 2025.pdf