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Table of Contents
Table of Contents

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Info
  • The most common examples are client contact information & project accounting information.
  • Project Information can be saved for up to 15 projects
  • Information shown is read only
  • Project Information is populated from your company’s source accounting, CRM and / or project management systems
Tip

You are unable to initiate any field tests or activities from with the Project Information module. It is simply a read-only view of core project data that may be useful to have access to in the field. To initiate a field test or activity in the field, you must do that from the respective Field module.

Save a Project to Project Information

  • After select Project Information from the Field home page, choose Search for Project.
  • Look-up a project using Search for Projects or select a project from the Recent Projects list.

   

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  1. To delete items one at a time, select the project from Saved Projects, then select Remove Projectat the bottomof the screen.
  2. To delete all items from Saved Projects, select Clear Local Cache at the bottom of the screen.

Project Information Offline Usage

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