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.
Once you have your project created and populated with your project items (see documentation if you need help with these tasks) now you begin the procurement tasks. Creating a Request for Quote, or RFQ, can be done stand-alone (not related to a project) or project-specific. The steps in this article are for a project-specific RFQ.
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.
This document will take you through creating a Purchase Order from a vendor Quote.
This short video will take you through importing a list of materials to CINX.
If you need the standard CSV template (instead of a list from an estimating or modeling platform), contact HPH. 800.890.0820.
