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Outlook Integration > Outlook Integration
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 SERVICE LEVEL DIFFERENCE
Outlook Integration is available to Platinum-level licenses only.

Outlook Integration Overview

Outlook Integration provides the ability to integrate data from the McGraw-Hill Construction Network’s database into an individual’s MS Outlook 2003 (MS Outlook) files. Outlook Integration includes adding appointments, contacts and tasks into MS Outlook from the McGraw-Hill Construction Network.

The ability to add Microsoft Outlook appointments, contacts and tasks will be made available when data on a company or project is displayed. This functionality is accessible with Project and Company based screens.

 

Accessing the Functionality

The ability to add Microsoft Outlook Appointments, Contacts, and Tasks will be made available when data on a company or project is displayed.   The following pages provide accessibility to adding a MS Outlook Appointment, Contact, and Task:

  • Company Search Results Screen
  • Company Details – Profile Page
  • Company Details – Contacts Page
  • Company Details – Projects Page
  • Company Details – Map Page (only Appointment and Tasks are available)
  • Project Search Results Screen
  • Project Details – Reports Page
  • Project Details – Firms Page
  • Project Details – CSI Page
  • Project Details – Map Page (only Appointment and Tasks are available)

 

Functionality Overview

Based upon which of the above listed screens you are on, and the functionality of that screen the following three MS Outlook integration icons may be displayed:

  • (see Add an Appointment below)
  • (see Add a Contact below)
  • (see Add a Task below)

NOTE: In order to bring the data from the network into MS Outlook you must use a McGraw-Hill supplied MS Outlook add-in called the Synchronizer. The Synchronizer installs as an add-in with your copy of MS Outlook 2003 and is used to import your Appointments, Contacts and Tasks. ;Please reference the Outlook Integration section on the Main Menu page to install the Synchronizer.

 

Functionality – Add an Appointment

Network allows the user to add appointment information (See also:  Add Outlook Appointment) to be synchronized with the users Outlook Calendar.  This appointment information will include: Subject, Location, Start Time, End Time, Categories, Notes and an Alert field.

 

Functionality – Add a Task

Network allows the user to add task information (see also: Add Outlook Task) to be synchronized with the users Outlook Task folder.  This task information will include: Subject, Start Date, Due Date, Priority, Categories, Notes and an Alert field.

Notes: All but the Categories, Notes and Alert items are completed by the McGraw-Hill Construction Network and are not editable until the data is in your MS Outlook client application.

 
 

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