Frequently Asked Questions

System requirements

What are the browser requirements to run XactPRM Connect?

Login and password questions

Why can’t I log in?

How do I reset my Xactware ID password or XactPRM Connect account password?

How do I change my Xactware ID?

How do I change my Xactware ID password?

Project and bid request questions

How do I correct information on a newly created project?

How do I assign a project or bid request from the Project Queue?

How do I access the Project Queue?

What is the project workflow in XactPRM Connect?

Why can’t I assign a specific contractor to a bid request?

How do I resend a bid request?

What happens to a project or bid request when it is canceled?

How do I cancel a project?

How do I cancel a bid request?

Why can’t I cancel a project or bid request?

How do I reassign a bid request?

Why can’t I reassign a bid request?

How do I reassign a project to a different program?

Why wasn’t the bid request received?

How does estimate collaboration work?

How do I use the Estimate Review Queue?

How do I use Advanced Search?

How do I change the columns in Advanced Search Results?

Report questions

How do I run Management/Activity reports?

How do I create a customized report?

How do I create a custom reporting group?

Administration questions

How do I add a new XactPRM Connect user?

How do I delete an XactPRM Connect user?

How do I add a program to my user?

How do I qualify my XactNet address?

How do I update contractor contact information in XactPRM Connect?

How does User Roles Admin work?

How do Personal Rules work?

What’s the difference between a Personal Rule and a Program Rule?

How does Custom Groups work?

How does Organization Hierarchy work?

How do organization rights affect user rights?

Do office or organization levels affect the right to receive a bid request?

How does Geographic Hierarchy work?


 

 

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