*contact by email at [email protected] or by phone at (440) 773-3400 for more information and help related to each BETA release
Changelog
Release # | Date | Description |
1 | August 19, 2025 |
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2 | October 8, 2025 |
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Roadmap
Release 3: October 21, 2025
Release 3: October 21, 2025
Activity Log
RFI & Submittal Improvements
Release 4: November 11, 2025
Release 4: November 11, 2025
References (links to plan sheets, field reports, tasks, change orders, payments, photos, and Documents)
RFI & Submittal Improvements
Future Releases
Future Releases
Support for Response attachments and Question attachments
RFI Advanced Settings
Multiple users can be in each role and the flow can support an option of who to send it to.
Close and Distribute RFI
Close and Distribute RFI in the following scenarios:
Workflow with reviewers only: In this case, the Close and Distribute wizard is always used by the RFI Manager when closing the RFI.
Workflow with a coordinator: The Close and Distribute wizard is used by the RFI Manager only when the Edit Official Response advanced setting is enabled, allowing managers to edit the Coordinator's official response.
RFI Summary Reports (Detailed bulk exports)
RFI Dashboard Improvements: More Dashboard Analytics with drilldown and filtered views
Email replies (non-users): Add non-members to ball in court or permission set to reply by email and view linked RFIs and attachments
RFI Types (Templates with pre-built and predefined permissions, defaults, Custom Workflows & Record level override)
Mobile App support
Portfolio view: Cross project RFI view
Integration support