Follow these steps to ensure all stakeholders have access to the project file and its related transaction data:

1. Click the Add button on the Portfolio page. Select your project management options, give the project a name, and click the Select Location button. Select a folder on your cloud drive (e.g., OneDrive, Google Drive, or Dropbox). This folder should not contain any other Project EMC2 project files.

2. The application will automatically create a subfolder called "Transactions" when required in the same location. This subfolder stores transaction files and should inherit the same sharing and synchronization permissions as the parent folder.

3. Share the top-level folder (the one you selected in step 1) with all project stakeholders using your cloud service’s sharing feature. Make sure to grant full access so stakeholders can view and update project data.

4. Ensure the folder is synchronized locally on your computer and instruct all collaborating stakeholders to do the same.

   • Use your cloud service’s desktop sync client (e.g., OneDrive app, Google Drive for desktop) to sync the shared folder to each device.

   • This guarantees offline access and automatic updates for both the project file and transaction data.

Below are service-specific instructions:

Instructions for Project Managers

OneDrive / OneDrive for Business / SharePoint

1. Create the project folder in OneDrive.

2. Share with project managers as Can edit.

3. Share with stakeholders as Can view.

Google Drive

1. Create the project folder.

2. Share with project managers as Editor.

3. Share with stakeholders as Viewer.

Dropbox

1. Create the project folder.

2. Share with project managers as Can edit.

3. Share with stakeholders as Can view.

Instructions for Stakeholders

OneDrive / OneDrive for Business / SharePoint

1. Open the shared folder link.

2. Click Sync.

3. Folder appears in File Explorer under OneDrive.

Google Drive

1. Install Google Drive for Desktop.

2. Add shortcut to Drive.

3. Folder syncs automatically.

Dropbox

1. Install Dropbox.

2. Accept shared folder.

3. Folder syncs automatically.

1. In Google Chrome, click the More button (three dots) near the top right corner of the browser, then click Settings.

2. On the left, click Privacy and security, then click Site Settings.

3. Click Additional permissions.

4. Click Protocol Handlers, and make sure Sites can ask to become default handlers for protocols is toggled on.

5. Open Gmail in Chrome.

6. In the address bar, click the double-diamond Service Handler icon.

7. When prompted to Allow mail.google.com to open all email links?, select Allow, then click Done.

8. In Windows, select Start and type Default apps.

9. Select Default apps from the suggestions.

10. Under Email, if Chrome is not listed, select the app that is listed to be presented with a list of email apps installed on your computer, then select Chrome.

In Project EMC2, click the Send button on the Report Preview page. Chrome will start Gmail with a pre-populated subject, recipients, and further instructions in the body. Follow the instructions to complete and send the report.

These can be changed in the Windows Settings application.

For Windows 10:

1. Click the Start button and type "Settings."

2. Choose the Settings app from the Start menu.

3. Click "Region."

4. Choose your Regional Format.

5. Click the "Change data formats" link.

6. Select the "First day of the week," "Short date," and "Long date" formats.

7. Close the Settings app.

8. Restart Project EMC2.

For Windows 11:

1. Click the Start button and type "Settings."

2. Choose the Settings app from the Start menu.

3. Click "Time and Language."

4. Click "Language and Region."

5. Click "Regional Format."

6. Click the "Change Formats."

7. Select the "First day of the week," "Short date," and "Long date" formats.

8. Close the Settings app.

9. Restart Project EMC2.

Note: The latest version of Microsoft Outlook is now fully compatible with HTML content from the clipboard and should paste with correct formatting. If you have an older version, it is recommended to upgrade. Otherwise, use the procedure below.

If your pasted report loses color and text formatting when using the "New Outlook" email application, follow these steps:

1. On the Preview and Send page, click Send. Outlook should open a new email with the recipients, subject line, and body pre-populated with instructions.

2. Select the text in the body and click the Paste button in the email toolbar.

3. Click the "Paste anyway" button (DO NOT use CTRL+V).