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124 VOTE
Categories Document Control Links
Created by Benjamin Crosby
Created on Mar 3, 2021

When Promoting an ISSUE into an RFI- Carry text and Links across

When an Issue needs to become an RFI we have to link the Issue - but then we have to copy all the data and drawing links etc...

It would be better if the ISSUE could be Promoted _ Same Data - Same Attachments - Same History for Everything - it just shows up in both RFI and in Issue module - an input into either area would be in both places.

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  • Guest
    Feb 5, 2026

    Protip: Issues are not RFIs.


    Issue: The project manager creates an issue to track delays due to the weather.

    RFI: A subcontractor notices that the structural plan view and the architectural plan view have different dimensions for the foundation wall thickness around the stairwell. He creates an RFI to ask which plan is correct. In the same record, you comment that the structural plan has the correct information.

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