How do I cross reference to an RFI in Change Order Request?

• Related Articles

• Why do we cross reference a Change Order in the RFI record?

  Many times an RFI will trigger a Change Order or a Change Order will trigger an RFI. This is why we give you the field in the RFI to track back to a Change Order of one was generated.

• How do I convert a Change Order Request to a Change Order?

  While it is not possible to convert a Change Order Request to a Change Order, you can import a Change Order Request into a Change Order. To do so, Create a new CO, then select from the Drop Down, Add Items to Change Order and Select, "Import from ...

• Can my clients create change order request from the portal?

  Your clients will have the ability to create a Change Order Request from their client portal account if you have given them permission. Within Project > Settings > Client Access, you will have the ability to set the default settings that apply to all ...

• How do I import Work Order items into a Change Order Request or Change Order?

  Importing a Work Order Item into a Change Order is currently not a feature that is available within the app.

• Adding New RFI (Request for Information)

  Request for Information In Contractor Foreman, you can use the RFI for getting clarification regarding issues with such things as discrepancies between Plan and Specs or missing information or conflicting information. RFI's are a way to track and ...