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Add a new RFI item to a workspace

Use the Add Item dialog to create a new Request for Information (RFI) item using the standard lifecycle configuration.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Add Item dialog​

From your workspace, select the option to add a new RFI item to open the Add Item dialog.

Open the Add Item dialog

Step 2: Review pre-filled project and lifecycle details​

Confirm that the dialog is open for the correct project and that the lifecycle is set to "Request for Information (RFI)".

Review pre-filled project and lifecycle details

Step 3: Choose the RFI discipline​

In the Discipline field, open the dropdown and select the most appropriate discipline from the standardised list provided by your lifecycle configuration.

Choose the RFI discipline

Step 4: Select the impact​

In the Impact field, use the dropdown to pick the correct impact level from the options defined in your project lifecycle.

Select the impact

Step 5: Confirm team context​

Check that any relevant project members or workspace items are correctly reflected in the dialog, based on your current project data.

Confirm team context

Step 6: Add the new RFI item​

When you are satisfied with the details, select the option to add or save to create the new RFI item in your workspace.

Add the new RFI item

Step 7: Close the dialog​

After the item has been added, close the dialog to return to your workspace and continue working.

Close the dialog

Last updated: 2026-08-11