PM Exchange - Setting Up Data Exchange Administrators

Project Role – Grant Privileges for Data Exchange

Sample of Project Roles screen, with Project Role Privileges relevant to Data Exchange framed in red (standard Treeview path: CMiC Field >Security > Project Roles)

The Project Roles screen is used to grant project role privileges to CMiC Field users responsible for administrating Data Exchange. The privileges relevant to Data Exchange are found under the Collaborate section (framed above), near the bottom of the screen.

The project roles assigned to CMiC Field users are found in their Contact records.

Data Exchange – Project Registration

If granted, the user will be able to register a project with Data Exchange. Projects are registered on the Data Exchange tab of the Project Maintenance screen CMiC Field.

Data Exchange – Administrator Maintenance

If granted, the user can be selected as a Data Exchange project administrator. DX project administrators are assigned in the PM Exchange User Access Administration screen.

Project administrators are responsible for creating PM Exchange users, as well as managing access to screens within PM Exchange for those users. Refer to PM Exchange - DX User Access for more information.