RFI Dashboard

Modified on Wed, 30 Oct at 6:48 AM

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.

You can filter the charts to explore details of RFIs based on specific statuses, contractors, cost impacts, schedule effects, and more. The cross-filtering feature enables seamless data interaction by applying your selection from one chart as a filter across all others, providing focused insights and revealing correlations in related data. This allows you to easily drill down into the information you need, applying cascading filters across successive charts for deeper analysis and assessment as required. See Cross Filtering Options to learn more about this.

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 the app launcher in the top-right and select 'Documents'
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:

RFI distribution by status
Average response and volume

GC Only

RFI distribution by cost and schedule impact
Timeline
Created by contractor

SC Only

Average time to resolve
Upcoming schedule
Resolved this week

RFI distribution by status

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

GC - Can view breakdown of all RFIs pertaining to the project.
SCs - Can view only the project RFIs that involve their company.

The legends are shown at the top.

Use the left and right arrows to scroll the legend strip
Hover your mouse over a sector to view the number of RFIs in that status, along with their percentage share of the total RFIs.

Filtering options:

Click on the legends to hide/show those categories in the chart.
- Click 'All' to clear all filters and show all categories
- Click 'Inv' to invert your selection of categories
Click on a sector to set that status as a filter and apply that as filter criteria to other charts. See Cross Filtering Options to learn more about this.

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.

The legends are shown at the top.

Use the left and right arrows to scroll the legend strip
Hover your mouse over a sector to view the number of RFIs in that category, along with their percentage share of the total RFIs.

Filtering options:

Click on the legends to hide/show those categories in the chart.
- Click 'All' to clear all filters and show all categories
- Click 'Inv' to invert your selection of categories
Click on a sector to set that status as a filter and apply that as filter criteria to other charts. See Cross Filtering Options to learn more about this.

Timeline

Applies to GC only

The bar chart displays the number of RFIs categorized by due dates and grouped by weeks.

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

Created by contractor

Applies to GC only

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

The legends are shown at the top.

Use the left and right arrows to scroll the legend strip
Hover your mouse over a sector to view the number of RFIs created by that contractor, along with their percentage share of the total RFIs.

Filtering options:

Click the legends to hide/show those contractors in the chart.
- Click 'All' to clear all filters and show all contractors
- Click 'Inv' to invert your selection of contractors
Click on a sector to set that contractor as a filter and apply the same as the filter criteria to other charts. See Cross Filtering Options to learn more about this.

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

Company Name - The name of the subcontractor company
Really Late - The number of RFIs that are outstanding and overdue from the period before the previous week
Late Last Week - The number of RFIs that are outstanding and overdue from the previous week
Due this week - The number of RFIs that are due within the current week
Due Later - The number of RFIs that are not overdue

Sorting and Searching options:

Use the search box at the top right to filter the entries using any value in the table as search criteria.
Click a column header to sort the rows in ascending or descending order based on the values in that column

Average response and volume

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

GC - Can view breakdown of all RFIs pertaining to the project.
SCs - Can view only the project RFIs that involve their company.

Hover over a month to see detailed statistics of RFIs created and closed during that month

Zoom and Filter Options:

Use the sliders at the botton to filter the chart to a required time line
Click and select an area to zoom-in
Click to reset the zoom

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.

Cross Filtering Options

The cross-filtering feature enables you to choose a category on one chart and instantly apply that category as a filter across all visualizations. This action refines the data displayed in the other charts, showing only the statistics related to the selected category of RFIs. Additionally, you can layer multiple filters by selecting different sectors across the charts, allowing for deeper, more specific analysis of the filtered results.

Click on any sector within the donut charts to filter other charts with that category as filter criteria
Repeat the process on the other charts successively to drill down the results

The Filters pane on the left shows the successively applied filters

Click the 'X' mark beside a filter to remove it.

Illustration

For example, if you want to view statistics of RFIs that are 'In Progress' status, have cost impact, you can cascade these two filters from the respective charts:,

Click 'In Progress' sector in the 'RFI Status' chart

All charts are filtered to show only the statistics of RFIs that are in progress.

Then click 'Cost Impact' in the RFI Impact chart

The charts now show only the RFIs that are in progress and have a cost impact.

The 'Filters' pane on the left shows the filters applied in order.

Click the 'X' button beside a filter to remove it