Construct PM - Contacts
CMiC Construct Project Management - Contacts - CMiC Mobile App
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CPM - Assign a Contact
__________ Introduction Overview of how to assign an existing contact to a project. Note: When creating a new contact, or assigning an existing contact through CMiC Construct Project Management, you cannot assign them a role (PM, PE, Architect, Sub, etc.); you will need to complete that task on the web version. Note: The CMiC Construct Project Management how-to documents include basic instructions for the setup and use of the mobile app. For more detailed information on business processes, please see the guides HERE __________ Steps 1. Navigate to the Contacts module in the springboard. 2. Tap on the action button and choose Assign Contacts. 3. Tap the Search icon. 4. Enter the name of the contact you would like to add. 5. Tap on the name of the contact to select it, then tap in the search field and repeat this process for all contacts you wish to assign. 6. When done searching/selecting contacts tap the back arrow in the top left. 7. Tap the check mark in the top right. 8. On the prompt, tap Assign. 9. The assigned contacts will now appear in the Contacts list.
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CPM - Create a Contact
__________ Introduction Overview of how to create a new contact on a project. Note: It is a best practice to ALWAYS search to ensure the contact you want to create does not already exist in the system. You can do this by first following the Assign a Contact guide and, if they do not exist, then continue with creation. ALL Swinerton employees already exist in CMiC as a contact and should NEVER be recreated. Note: When creating a new contact, or assigning an existing contact through CMiC Construct Project Management, you cannot assign them a role (PM, PE, Architect, Sub, etc.); you will need to complete that task on the web version. Note: The CMiC Construct Project Management how-to documents include basic instructions for the setup and use of the mobile app. For more detailed information on business processes, please see the guides HERE __________ Steps 1. Navigate to the Contacts module in the springboard. 2. Tap on the action button and choose New Contact. 3. Enter all needed information about the new contact you can provide, including name, phone number(s), email address, and select the Business Partner they work for under the Company drop-down menu. 4. Tap the check mark in the top right to complete and add the new contact. 5. The new contact will now appear in the Contacts list.
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CPM - Modify a Contact
__________ Introduction Overview of how to modify the information for a contact on a project. Note: The CMiC Construct Project Management how-to documents include basic instructions for the setup and use of the mobile app. For more detailed information on business processes, please see the guides HERE __________ Steps 1. Navigate to the Contacts module in the springboard. 2. Select the contact you wish to modify. 3. Tap the pencil icon to edit. 4. Add or change the information as you need. 5. Tap the check mark to save the changes.
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CPM - Email a Contact
__________ Introduction Overview of how to send an email to a contact on a project. Note: The CMiC Construct Project Management how-to documents include basic instructions for the setup and use of the mobile app. For more detailed information on business processes, please see the guides HERE __________ Steps 1. Navigate to the Contacts module in the springboard. 2. Select the contact you wish to email from the list. 3. Tap on the envelope icon on their contact card. 4. Your default email app will launch and create a new message, already addressed to the contact. 5. Complete your message to the contact and hit Send.