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.
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:
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, select New Contact. |
From | Select the contact who needs the RFIs answered. To filter the list of contacts:
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, select New Contact. |
CC | Select the names of contacts who should receive a copy of the
RFIs. To filter the list of contacts:
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, select New Contact. 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.
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 checkbox. |