RFI Dashboard
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    RFI Dashboard


      Article summary

      The RFI dashboard monitors the status of RFIs, with regard to their volume, resolution states, time trends, etc. Charts shown include the distribution of RFIs by their statuses, due dates, created contractors, scheduled work items affected by the RFIs, response times, and more. The charts shown depend on your role in the project, whether you are the general contractor or a subcontractor.

      Roles and permissions:

      Only users with roles having 'View' permission or above enabled for the RFI dashboard can view the RFI dashboard of the project.

      To view the dashboard

      • Open the project management console
      • Click 'RFI' on the top

      The RFI dashboard opens by default.

      • Click 'Dashboard' on the left if you are on a different screen in the RFI module

      The example below shows the RFI dashboard shown to a general contractor:

      The dashboard shows the following cards and charts:

      GC Only:

      SC Only:

      RFI distribution by status

      The donut chart shows the summary of the numbers of RFIs based on their workflow stages and resolution status.

      For GC:

      • Place your mouse on a sector to view the number of RFIs in that status

      For SC:

      • Place your mouse on a sector to view the number of RFIs in that status

      RFI distribution by cost and schedule impact 

      • Applies to GC only

      The donut chart shows the summary of the number of RFIs based on their impact on the project schedule and the budget.

      • Place your mouse on a sector to view the number of RFIs in that category

      Average response and volume

      The bar chart shows the month-wise counts of outstanding and resolved RFIs for the past twelve months.  

      • Place your mouse on a bar to view the number of RFIs in that category

        Timeline

      • Applies to GC only

      The bar chart shows the numbers of RFIs that are due for the current week, next week, and overdue for the previous week and the period before it.

      • Place your mouse on a bar to view the number of RFIs in that due category

      Distribution by due-date

      • Applies to GC only

      The number lines show the numbers of RFIs from the collaborating subcontractors which are overdue, due for the current week, next week and the time later.

      Each subcontractor is indicated with a color. The legend at the right shows the names of subcontractors and their outstanding RFIs.

      • Place your mouse on a color dot to view the number of RFIs from the respective sub in that due status.

      Created by contractor

      • Applies to GC only

      The donut chart shows the breakdown of the number of RFIs created by different subcontractors. 

      • Place your mouse over a sector to view the number of RFIs from the respective subcontractor.

      The table on the right shows the number of outstanding RFIs from the participating subcontractors.

      • Company - The name of the subcontractor company
      • Due - The number of RFIs that are due within the current week
      • Late - The number of RFIs that are outstanding and overdue
      • Avg Response - The average number of days the contractor takes to respond to RFIs
      • Avg Delay -  The  average number of days the contractor is delaying RFIs 

      Schedule items delayed by pending RFIs

      • Applies to GC only

      The table shows the five imminent scheduled tasks in the master schedule that are affected by the RFI in terms of their timeline.

      • WBS - The work breakdown structure (WBS) based serial number of the task as per the project's master schedule
      • Name - The label of the task
      • Subcontractor - The project manager of the subcontractor company responsible for the task  
      • Start Date - The planned commencement day of the task 
      • RFI Pending - The number of outstanding RFIs related to the task

      Average time to resolve

      • Applies only to subcontractors
      • The pie chart shows a comparison of the average resolution days, average delay days, and maximum delay of all your completed RFIs.

        • Resolved Days - The average number of days taken to complete your RFIs, from creation to closure.
        • Average Delay Days - The average number of days your RFIs were outstanding as overdue.
        • Maximum Delay Days - The greatest number of days an RFI was kept as overdue. 
      • Place your mouse over a sector to view the number of days in that category.

      Upcoming schedule

      • Applies only to subcontractors

      Shows the heads-up of the imminent scheduled task in the contractor schedule that is affected by RFI(s) in terms of its timeline. 

      Resolved this week

      • Applies only to subcontractors

      The bar chart shows the day-wise numbers of your RFIs resolved in the current week.

      • Place your mouse on a bar to view the number of RFIs closed on that day.

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