How Tos

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Modify Project Team Group
Modify a Project Team Group Perform the following steps to update the information for a project team group. Your ability to modify a project team group record depends on your...
Modify Project Team Member
Modify a Project Team Member Perform the following steps to update the information for a team member. Your ability to modify a project team member record depends on your permission...
Modify Site Visit
Modify a Site Visit Use the Modify Site Visit page or dialog box to modify the contents of a site visit. Refer to the Add Site Visit dialog box for...
Modify Your Profile
Modify Your Profile Perform the following steps to modify your contact profile information. To modify your profile Select the My Profile link at the top of the Info Exchange window...
Open Form as PDF
Open Form as PDF Perform the following steps to view a form on a project item as a PDF. To open a form as a PDF Select Open PDF on...
Receive Transferred Files
Receive Transferred Files Perform the following steps to download files requested via a file transfer request. To receive files via Info Exchange Open the File Transfer email notification message. Select...
Recommend changes to a record document
Recommend Changes to a Record Document Perform the following steps to recommend changes to a record document via Info Exchange. Record documents on Info Exchange are read-only. To recommend changes...
Recommend changes to a sketch or supplemental drawing
Recommend Changes to a Sketch or Supplemental Drawing Perform the following steps to recommend changes to a sketch or supplemental drawing via Info Exchange. Sketches and supplemental drawings on Info...
Relate a Field Note to an Observation
Relate a Field Note to an Observation Perform the following steps to relate a field note to a daily report or site visit observation. To relate a field note to...
Remove Projects From the My Project Tab
Remove Projects From the My Projects Tab Perform the following steps to remove projects from the My Projects page. Only Project Center (internal) users can remove projects from the My...

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