RFI Dashboard

Modified on Fri, 12 Dec at 10:56 PM

The Project-Level RFI Dashboard gives you a detailed, real-time view of all RFIs within a project—covering volume, status distribution, timelines, contractor involvement, response performance, and more. The charts displayed vary based on your role in the project, ensuring relevant insights for every stakeholder.

General Contractors – View complete RFI statistics for the entire project.
Subcontractors, Architects, and Other Stakeholders – View statistics only for RFIs in which they are involved as creators, assignees, reviewers, or responders.

You can filter the charts by status, contractor, schedule impact, cost impact, and other criteria to focus on the details you need. Cross-filtering links all charts together—any selection you make in one chart instantly updates the rest, helping you uncover patterns, correlations, and deeper insights with ease. See Cross Filtering Options to learn more.

To view the RFI dashboard

Open the project management console
Click the app launcher icon 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 dashboard shows the following cards and charts:

RFI Distribution by Status
RFI Distribution by Cost and Schedule Impact
RFI Count by Due Status
Resolution Timeline

RFI Distribution by Status

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

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.

RFI Distribution by Cost and Schedule Impact

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.

RFI Count by Due Status

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
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

Resolution Timeline

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

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

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.

Note: You can add custom filtering options only from the donut/pie charts and the tables in the dashboard.

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

Zoom and Filtering Options

Zoom option:

This function is applicable to all bar charts to get a precise view of a particular area.

Use the sliders at the bottom or sides to zoom the chart to the required timeline

Click , drag, and select an area to zoom in to view data on that particular area
Click to reset the zoom

Filtering options:

Filtering options are available for both pie charts and bar charts.

Click on the legends at the top of the particular chart to hide/show those categories in the chart. This filter option is applied only to that particular chart.
- Click 'All' to clear all filters and show all categories
- Click 'Inv' to invert your selection of categories