Select Companies to Sync

If you are working with multiple companies in Vantagepoint, you can choose the specific companies with records that will be synced to PIM.

To select the companies to sync to PIM:

  1. In the Navigation pane in Vantagepoint, select Utilities > Integrations > PIM.
  2. On the Project Information Management form, click the Setup tab.
  3. Select one of two actions:
    • To select companies: Below the Companies grid, click + Add/Remove and then use the Companies dialog box to select the companies that you want to sync with PIM.
    • To include all companies: Above the Companies grid, select the Full access to all Companies checkbox. The companies grid populates with the information of all companies that are available for your role.
  4. Click Apply.
  5. Click Save.