Create a Related RFI to an Issue

As a Project Editor or the responsible party, you can create an RFI related to an issue to link a new RFI to an issue, so they can be viewed from each other by going to Projects > Issues > Add Related > Create Related Record.

A related issue can be added to an issue as long as that issue is not in draft or closed.
  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Issues tab.
  3. Click on the issue number for the issue you want to work with.
    Note: The issue number appears in blue text and becomes underlined when you mouse over it.
    The Issue page appears.
  4. Click the Add Related button .
  5. Select Create Related Record.
    The Create Related Record window appears.
  6. (Required) In the Type field, select Issue.
  7. (Required) In the Title field, enter a title for the issue.
  8. (Optional) In the Description field, enter a description of the issue.
  9. (Optional) Under Priority, select whether the issue's priority level is Low, Medium, or High.
  10. (Required) In the Responsible Party field, select a party responsible for the issue from either the Team Contacts or PM Firm Contacts tabs.

Select New Contact to add a new contact to be the responsible party for the issue.

  1. (Optional) Click Add Attachment to upload an attachment.
  2. Click Save.
    See Issue Fields for a full list of fields in the Create Related Record window.
The issue related to the first issue is saved in draft status. You can edit the issue to attach files, add comments, and review the issue before assigning it. See Edit an Issue.