Add Cost Codes to RFIs

OBJECTIVE

To Add a Cost Code to an RFI in ConstructionOnline

BACKGROUND

ConstructionOnline's Punch List feature allows you to generate task lists that can be easily viewed and utilized by your team members. Use them to help keep everyone on track and projects flowing smoothly!

THINGS TO CONSIDER

  • To create an RFI, the creator must be a Company Employee.
  • RFIs must be associated with an existing project.

STEPS TO ADD A COST CODE TO AN RFI

  1. Navigate to the desired Project via the Left Sidebar
  2. Click the Communication tab
  3. Select the Request for Information category
  4. Choose the desired RFI
  5. Right-click the RFI, or click the Three Dot Action menu at the top right
  6. Select Edit RFI
    1. This will open the Edit Request for Information window
  7. Begin typing in the Cost Code field
    1. A dropdown will appear displaying all of the Cost Codes that match your search for you to select from
  8. Choose the desired Cost Code
  9. Click Save or Save RFI & Send 

TIPS AND TRICKS

Need to make some changes to an RFI? RFIs can be edited at a later time, regardless of status.

Note: An RFI may be e-mailed at a later time, even if “Create & Send Emails” is not initially selected.

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.