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Monitor and review RFIs in the dashboard

Use the RFIs widget to review current RFIs, check their status and priority, and see who they are assigned to and when responses are due.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the RFIs widget on your dashboard​

On your PlanOps dashboard, locate the RFIs widget card, identified by the message icon and RFIs title, which summarises current RFIs pulled from your project data.

Open the RFIs widget on your dashboard

Step 2: Review the list of RFIs and their key details​

Scan the RFIs list within the widget to see each RFI number, subject, status, priority, who it is assigned to and from, how many days it has been open, and whether it is overdue based on the response due date.

Review the list of RFIs and their key details

Step 3: Understand status and priority indicators​

Use the coloured status labels and priority indicators to quickly distinguish open, pending, answered, and closed RFIs, and identify low, normal, high, or critical items that may need your attention.

Understand status and priority indicators

Step 4: Check overdue and time-sensitive RFIs​

Look for RFIs marked as overdue and review their days open and response due dates so you can prioritise follow-up with the relevant assignees.

Check overdue and time-sensitive RFIs

Step 5: Refresh the RFIs data​

When you need the latest information, use the refresh control on the widget to reload the RFIs list from the project data source and update the statuses shown.

Refresh the RFIs data

Last updated: 2026-07-16