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INTRODUCTION: OWNERS & PROJECT TEAM

3

Introduction and Overview
1st Official Tech Partner to mM
User Feedback and Support

LOGGING IN

2

How to Log On and Authenticate
Your Landing Page

MATERIAL LIST LIBRARY

2

Your Organization’s Material List Library
Add Pictures to Your Project Cards

CROWDSOURCE LISTS

1

Crowdsource Lists: Save Time with Community Collaboration

CREATE NEW PROJECT or MASTER LIST

3

Creating Projects or Master Material Lists
Set Project Visibility
Inviting People to a Project

ADD PRODUCTS TO A PROJECT

5

Overview: 5 Ways to Add Products
Clone a List in 2 Clicks (Master or Project)
Copy Selected Items from Another List
Add Products From Our Catalog
Add a New Product Manually

WORKING IN MATERIAL LISTS

5

Using Control Panel to Manage View
Managing Certification Data in ML View
Search, Sort and Filter
Reorganize Material List by Groupings
Aggregation (# of items) within a List

WORKFLOW / PRODUCT DETAIL VIEW

5

Workflow / Product Detail Page Overview
Product detail view: Certifications
Workflow: Org Tab
Workflow: Project Tab
Viewing Product Compliance at-a-glance

RATINGS AND REVIEWS

1

Ratings and Reviews

USING SPLIT SCREEN VIEW

4

Side-by-Side Overview
Create Side-by-Side View
Change Split Screen from Horizontal to Vertical
Undo Split Screen View

COMPARING 2 MATERIAL LISTS

1

Compare Two Different Material Lists

HOW TO CREATE GROUPS

3

How and Why to Create Groups
Creating Your First Group
Adding More Groups

HOW TO EXPORT DATA

1

How to Export Your Data

CREATING INTERNAL STANDARDS

6

Overview: Compliance checking
Internal Standards 1 Define the standard
Internal Standards 2 Choosing criteria
Internal Standards 3 Defining specifics
Internal Standards 4 Applying rules & logic
Internal Standards 5 Checking for compliance

AIA Material Pledge & Portfolio Wide Data Tracking

1

Tracking & Reporting for AIA Pledge, ESG, etc

THE INFINITE CATALOG

3

How Our Catalog is Unique
Comparing products
Industry Data Issues and Duplicate Entries

MANUFACTURER ONBOARDING

6

Introduction and Overview
Log On and Create Account
Select Services: Sales & Data Exchange
Sustainability Q+A: Digitized CMF
Account Settings & Managing Products
Your Storefront

MARKETPLACE + BUYER’S CLUB

4

How-To Videos for Marketplace
Marketplace & Global Buyer’s Club Overview
Marketplace and Global Buyer’s Club: Buyers
Marketplace and Global Buyers Club: Sellers

BE-Xchange for Circularity

3

BE-Xchange Overview
Posting Materials on the Xchange
Circularity Resources

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MANUFACTURER ONBOARDING

MANUFACTURER ONBOARDING

Introduction and Overview
Log On and Create Account
Select Services: Sales & Data Exchange
Sustainability Q+A: Digitized CMF
Account Settings & Managing Products
Your Storefront

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