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Articles in Category: Projects

Creating a Submittal/Transmittal

Step-by-Step directions to creating a project based transmittal. 

If you need help creating and populating a project, check out our other tutorials, including how to populate a project from an estimating or CAD tool!

How to create an Autobid Rapid Report

This short video will walk an AutoBid user through the steps to create a Rapid Report export from AutoBid.  This report can then quickly be imported into CINX to enable the sharing and re-use of the information that went into a particular bid. 

If you'd like to watch this video in YouTube, click here.

If you can not access YouTube,This email address is being protected from spambots. You need JavaScript enabled to view it..

Bulk Editing

Items in a project may need to update with additional information, such as delivery or pack and tag information.  Bulk Editing will help make this task easy.  ALL items or Selected items in a project can be updated with a few clicks. 

It is important to note that these fields will stay populated throughout the various transactions – you only need to enter this information ONCE.  You are given the opportunity to change values as the items move through the procurement process.

Read more for the steps to bulk edit the items in your project.

Create a CINX Project

Create a CINX Project

To create a project in CINX is quite easy.  A 4-step wizard will guide you through the process.  There are several fields you can populate for the project, but only a handful are required.

If other CINX users from your company will be affiliated with this project, please make sure to assign them in the project (participants menu).  

Read this article for more information on creating a CINX project. 

 

How to Create a Project, Import a BOM and Create an RFQ

This short video takes you through the creating of a project (4 quick steps), importing a file from an external source (estimating system, cad system, etc) and creating an RFQ.  The whole process is quick and easy and saves you and others in your company countless hours of re-entering information that was used in the winning bid.

 To view this video on YouTube, click here.

 If you can not access YouTube, This email address is being protected from spambots. You need JavaScript enabled to view it.

Importing an EastCoast Cad Piping Project into CINX

This short video takes you through the EastCoast Cad project export process and importing into a CINX project in just a few short steps!  Now you can easily share your job information with others in your company. 

To view this video on YouTube, click here.

If you can not access YouTube, This email address is being protected from spambots. You need JavaScript enabled to view it.

My preview is not displaying!?

My preview is not displaying!?

If you click the "preview" button for a RFQ, Quote, Purchase Order or any other actions on the CINX site, and nothing happens, don't worry!  Your browser is simply blocking it!  

In most browsers, when there is a pop-up currently blocked by the browser, there is a visual indicator that you can click on and select "ALLOW".  

BLOCKED

Read this article for more information on allowing these preview "pop-ups" from secure.cinx.com.