Send Multiple RFIs

You can send multiple RFIs to alert the contacts and get responses by going to Projects > RFIs > Actions > Send. This is the first step in the RFI process.

You must add an RFI before you can send it. See Add an RFI.
When you send multiple RFIs for review at one time, they all have to be sent to the same person for an answer. If you need to send the RFIs to different people, you have to send them separately.
  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 RFIs tab.
  3. Select the check box for each RFI you want to send.
  4. Click the Actions button and select Send.
    The Send window appears.
  5. (Required) In the To field, enter the name of person you want to answer the RFIs.
    Note: To filter the list of contacts:
    • Enter the first few letters of the contact's name.
    • 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.
  6. In the From field, enter the person who wants the RFIs answered.
  7. In the CC field, enter any additional contacts you want to receive a copy of the RFIs.
  8. In the Comment field, enter any comments or notes about the RFI.
  9. The Notify Recipients check box is selected by default. If you do not wish to send email notifications to all the indicated recipients, you can clear this check box.
  10. Click the Send button.
The RFIs are sent to the contact in the To field and all contacts in the CC field, and the ball-in-court status is updated.