How Tos

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Accessing Info Exchange From an iPad
Access Info Exchange from an iPad There are times when you may require additional project information for a walk-down at a job site. Instead of carrying hard copies of documents,...
Add a Company
Add a Company Perform the following steps to create a new company. Only Project Center users with a Content Administrator license can create new companies. To add a new company...
Add a Contact
Add a Contact Perform the following steps to add a new contact. Only Project Center users with a Content Administrator license can create new contacts. To add a new contact...
Add a Daily Report
Add a Daily Report Perform the following step to create a new daily report from Info Exchange. To view and create a new daily report, you must be a member...
Add a Document Set
Add a Document Set Document sets cannot be created from Info Exchange. They must be created in Project Center, then be made visible to Info Exchange users. Document sets are...
Add a Field Note
Add a Field Note Follow these steps to create a field note in Info Exchange. To create a field note on Info Exchange you must be a member of a...
Add an Action Item
Add an Action Item Perform the following steps to create a new action item.  To create a new action item, you must be a member of a Permission Set that...
Add a Site Visit
Add a Site Visit Perform the following step to create a new site visit from Info Exchange. To view and create a new site visit, you must be a member...
Add New Project Team Members
Add New Project Team Members Perform the following steps to add a team member to a project in Info Exchange.   Only Project Center users can add new team members...
Add Projects to the My Projects Tab
Add Projects to the My Projects Page Perform the following steps to add projects to the list of projects in the My Projects page. To add projects to the My...

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