Bulk Edit RFI Fields

The bulk edit RFI fields allow you to modify details that are common to all the selected RFIs, including what part of the project the RFIs relate to, who is completing the information, and when it is due. You can only modify certain fields using bulk edit.

Table 1. RFI Fields
Field Description
RFI Type Select the RFI type from the list to be able to sort and filter by type later.
To Select the person to whom you want to send the RFIs.

To filter the list of contacts:

  • Enter the first few letters of the contact's name to filter the list.
  • Click Team Contacts to filter the list to contacts in your enterprise.
  • Click PM Firm/Spectrum Contacts to filter the list to just contacts from your ERP system.

To add a Team user (someone who has a Team user account), enter the full email address associated with that user. Note this is not required if your enterprise is configured to limit contacts to Vista PM firms.

To add a new contact, click New Contact. See Add a New Contact on the Fly in an RFI.

From Select the contact who needs the RFIs answered.

To filter the list of contacts:

  • Enter the first few letters of the contact's name to filter the list.
  • Click Team Contacts to filter the list to contacts in your enterprise.
  • Click PM Firm/Spectrum Contacts to filter the list to just contacts from your ERP system.

To add a Team user (someone who has a Team user account), enter the full email address associated with that user. Note this is not required if your enterprise is configured to limit contacts to Vista PM firms.

To add a new contact, click New Contact. See Add a New Contact on the Fly in an RFI.

CC Select the names of contacts who should receive a copy of the RFIs.

To filter the list of contacts:

  • Enter the first few letters of the contact's name to filter the list.
  • Click Team Contacts to filter the list to contacts in your enterprise.
  • Click PM Firm/Spectrum Contacts to filter the list to just contacts from your ERP system.

To add a Team user (someone who has a Team user account), enter the full email address associated with that user. Note this is not required if your enterprise is configured to limit contacts to Vista PM firms.

To add a new contact, click New Contact. See Add a New Contact on the Fly in an RFI.

To remove a contact from the CC list, click next to the contact

Due By Enter the date you want a response to the RFIs. This date defaults based on the project settings and may be determined by the priority.
Priority Select the option for the priority of the RFIs.
  • Low
  • Medium
  • High

Depending on the project settings, the priority may determine the default due date.

Spec Section Enter the first few characters of specification section related to the RFIs and select it from the list. To add a new section, enter the complete specification section up to 20 characters and click New Spec Section.
Drawing Enter the first few characters of name of the drawing related to the RFIs and select it from the list. To add a new drawing, enter the complete drawing name up to 60 characters and click New Drawing.
Select the status of the RFI. Select the status of the RFIs.
Change Impact - Schedule Select the Change Impact check box and the Schedule to indicate that the project schedule could be impacted by the information in the RFI or change made due to the RFI.

When you select the check box, two fields appears. In the first field, enter the number of days by which the schedule is impacted. In the second field, enter additional information about why this area could be impacted, up to 60 characters.

Change Impact - Cost Select the Change Impact check box and the Cost check box to indicate that the project cost could be impacted by the information in the RFI or change made due to the RFI.

When you select the check box, two fields appears. In the first field, enter amount by which the project cost is impacted. In the second field, enter additional information about why this area could be impacted, up to 60 characters.

Change Impact - Drawing Select the Change Impact check box and the Drawing check box to indicate that the project drawings could be impacted by the information in the RFI or change made due to the RFI.
Reference Enter reference information for the RFIs.
Internal Note Enter any notes about the RFIs.
Notify Recipients (Available once a work item has been created, and enabled by default.) If you do not wish to send email notifications to the reviewer and those included in the CC field, you can clear the Notify Recipients check box.