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Comment and RFIs

Topics covered: Working with comments and RFIs inside a project.

Updated over a week ago

Comment and RFIs (Requests for Information)

Comments and RFIs can be viewed for the entire project by clicking into the 'Summary' tab.

To access, edit, or make a comment or create an RFI, click into the desired folder.

  • All - Contains all comments and RFIs.

  • RFIs - Contains RFIs only. Comments are excluded.

  • Unread - Contains only unread messages.

  • Mentions - Contains messages where you have been directly mentioned or tagged.

Begin by clicking into any comment or RFI.

Edit, Reply, or Create New Comments/RFIs

Hover over a comment to reply, edit, copy link, or delete.

Select the plus button in the upper right hand corner to add someone to the thread.

Search the thread, copy the conversation link, or mark as unread by clicking into the magnifying glass or the vertical ellipses in the upper right hand corner.

Click into the 'Schedules' button to access the section of the schedule being referenced by that comment or RFI.

Click to resolve the comment or RFI, underneath the thread title.

Create a new comment or RFI by selecting from the buttons at the list of comments/RFIs for that project.

You will also notice the comment icon throughout the project from within any view of the schedule. Click into the comment icon to add a comment or RFI from the schedule.


Note: To access comment filters, click 'See All' from the 'Summary' tab of a project.

Click into the drop down to filter.

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