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Add Project Team Group
Add a Project Team Group Perform these steps to add a project team group to manage your project contacts. To add a project team group If you are not already...
Assign Different Templates
Assign Different Templates Perform the following steps to assign a different template to a site visit or daily report. To assign a template Modify or create a site visit or...
Change Projects
Change Projects Perform the following steps to quickly switch between projects in Info Exchange. To switch between projects Select My Projects in the menu bar to access the My Projects...
Change Your Password
Change Your Password Perform the following steps to change your Info Exchange password. To change your password On the Change Password page, shown below, enter a new password in the...
Clear the Cache in Your Browser
Clear the Cache in Your Browser Perform the following procedure to delete the cache files and information stored in your web browser: Internet Explorer Follow these steps to delete the...
Close an Action Item
Close an Action Item Perform the following steps to close an action item. You must be part of a permission set that allows you to close action items. To close...
Close Open Items
Close Open Items Use the following guidelines to close project items in Info Exchange. To close action items From the Action Items log, select the icon next to the appropriate...
Complete a Pricing Item on a Potential Change Order
Complete a Pricing Item on a Potential Change Order Perform the following steps to complete a pricing item in a potential change order from Info Exchange.     To  complete...
Complete a Review
Complete a Review Perform the following steps to complete a review of a Project Center item on Info Exchange. In this example, we’ll review the workflow for a submittal that...
Complete Work on an Action Item
Complete Work on an Action Item Perform the following steps when work on an action item is complete. You must be part of a permission set that allows you to...

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