The content of this article
Connect a Connex Project with an RIB Project
Purpose
Connect a Connex Project with an RIB Project, to be able to create Connex tasks directly in the RIB Project.
Background
Before Connex tasks can be created in the project, a connection to the Connex project must be established. This can be done when creating a project, or in the project settings if the project has already been created.
Things you should be attentive to
- Du skal være Projektadministrator for at kunne skabe forbindelse til et Connex Projekt.
How to
- Open your RIB Project
- Go to the "Project administration" module
- Click on the menu "Connect to a Connex project" in the "System information" section
- Select the Connex project you want to connect to
- Finish with "OK"
Create Connex tasks in an RIB Project
Purpose
Create a Connex task in an RIB Project.
Background
If you have access to create tasks in a Connex project, you can now create the tasks directly in the RIB Project to save time and get the files attached immediately.
When you create a Connex task, the file is uploaded to the task in Connex.
Things you should be attentive to
- The Connex project must be connected to the RIB project before you can create tasks.
- You must have access to create tasks in the Connex project.
How to
- Open your RIB project
- Find and select one or more files
- Click on the button "Create a Connex task" (or find the feature by right-clicking
- Select group, workflow and describe your task
- You now have the option to go directly to Connex to add more details.
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