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Articles in Category: Projects

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.   Click here if you would like to watch the video tutorial.

 

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.  You can always watch a tutorial here.

How to Create a Project - video tutorial

This short video walks you through the project creation in CINX.  

If you prefer to view this on YouTube, please click here. 

Please contact HPH if you have trouble viewing the video.  800.890.0820 or This email address is being protected from spambots. You need JavaScript enabled to view it.

Import a Bill-Of-Materials to a CINX project - video tutorial

This short video walks you through importing a bill-of-materials for a 3rd party system into your CINX project.  

If you prefer to view this on YouTube, please click here. 

Please contact HPH if you have trouble viewing the video.  800.890.0820 or This email address is being protected from spambots. You need JavaScript enabled to view it.?subject=Video%20Help">This email address is being protected from spambots. You need JavaScript enabled to view it.

Bulk Editing - video tutorial

This short video walks you through the Bulk Editing feature for use in the projects and transactions.

This short video walks you through importing a bill-of-materials for a 3rd party system into your CINX project.  

If you prefer to view this on YouTube, please click here. 

Please contact HPH if you have trouble viewing the video.  800.890.0820 or This email address is being protected from spambots. You need JavaScript enabled to view it.

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!