Cross Account Collaboration
Cross-account collaboration allows teams to create, track, and manage RFIs across separate projects/accounts. This connected environment eliminates manual double-data entry, speeds up response times, and gives specialty contractors real-time visibility into RFI statuses and updates.
Initiation & Automatic Creation: When a Receiving account clicks Send , Procore automatically creates a Draft RFI in the Sending project, an external RFI is created in the Receiving project and a live link is established between both RFIs for real-time monitoring.
Persistent Live Linking: A real-time link is established between both RFIs, giving both parties instant visibility into status updates and removing manual double data entry.
Smart Data Mapping: Essential fields (such as Created By, Responsible Contractor, and original RFI number) automatically map to the Sending account while maintaining the Sending account's privacy rules.
RFI Collaboration Capabilities
Capability | Details |
|---|---|
Automatically Populated Data | RFI Collaboration automatically populates nine fields on send: Subject, Attachments, Question, Manager, Private, Created By, Received From, Responsible Contractor, and Status. |
Automatic Linking | Automatically links new closed RFI revisions to a Receiving project's Linked Items tab whenever a Sending partner issues an update. |
Live Status Updates | Tracks Open, Draft, Closed, and Deleted states, question edits, and official responses. |
Cross Platform Support | Create and monitor RFIs on iOS and Android mobile devices. |
Self Service Access | Any account can turn this feature ON or OFF independently without contacting support or requiring manual onboarding. |
Required Fields | Enforces the receiving project's required standard and custom fields before an RFI can be opened from draft status in the sending company's project. |