My RFI Actions Log
This page lists the RFI actions assigned to you in the current Project Center project.
RFI categories
Use the RFIs drop-down list to filter the list of RFIs by category. The categories are as follows:
All My Actions
This category lists all RFI actions to which you are assigned for the project.
My Open Actions
This category lists all open RFI actions to which you are assigned for the project.
My Pending Actions
This category lists all pending RFI actions to which you are assigned for the project.
My Completed Actions
This category lists all completed RFI actions to which you are assigned for the project.
Columns
Following is a list of all columns that can appear in the My RFI Actions log. The fields displayed vary depending on the RFI category selected.
Overdue
The
icon displays to the left of RFIs that are overdue. The
icon displays to
the left of RFIs that are due in 8 days or less.
ID
The ID number of the RFI.
Sender ID
The number the contractor gave to the RFI.
Subject
The subject of the RFI. Select to open the RFI page.
Received
The date the recipient received the RFI. The field also displays the RFI purpose and who sent the RFI.
Forwarded
The date the RFI was forwarded. The field also displays the purpose for which the RFI was forwarded.
Response
The date of the RFI response. The field also displays the action taken for the RFI and the name of the user who sent the response.
Closed
The date the RFI was closed. The field also displays the action taken for the RFI and the name of the user who closed the RFI.
Supporting Documents
Displays the number of supporting documents associated with the item. Internal users can access all supporting documents. External users can only access supporting documents that have been shared with external users.
There are two possible icons that may appear in the field:
Select to view the list of files attached as supporting documents. Select
the link for a file to view it in the Newforma
Web Viewer. If the filename is not a hyperlink, select the icon to open or save the
file locally.
Upload Supporting Documents
Use this area to add supporting documents to the item.
This option is only available for internal (Project Center) users.
Add Files
Select to open the Choose File to Upload dialog box and select a file.
You can select multiple files using standard Windows Shift and Ctrl selection techniques.
Remove All Files
Select to remove all files selected for upload.
Drag-and-Drop Files Here
Drag and drop files directly from Windows to add them to the list of files to upload.
This option is only available if your browser supports the functionality.
Upload
Select to upload the files to the Supporting Documents field.
Select the image to send a request to the owner to repost the files. This occurs when the transfer item has expired.
Related Items
Displays icons for any project items related to the selected item. Click in the column to access the Related Items popup window, shown below. Select the hyperlink for a related item to view its details.
Tasks
The Tasks drop-down list displays available tasks that can be performed for the RFI. Select a task from the list as needed.
Log Page Tools
The following tools are available in the My RFI Actions log toolbar. For more information, refer to Log Page Tools.
Send RFI
Select to open the Send RFI page to add a new RFI.
Export
Select to export the items in this log.
Show/Hide Column Filters
Select to toggle on/off the column filters.
Show/Hide Group By Panel
Select to toggle on/off the group by panel.
Show/Hide Columns
Select to access Drag
to Change Columns to add or remove columns from the log grid.
To access this page
From the toolbar, select View > Contract Management > RFIs, then select the My RFI Actions tab.
If RFIs are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.
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