Tasks
Record Copies
● Create
Report
Click to open the Create
Report dialog box to select the type of record copy report
to create.
Selected Record Copy
● Extract
to Folder
Click to extract the contents of the selected
record copy's .ZIP file to project folder.
● Compare
Contents to > Folder
Click to open the Select
Folder dialog box to select a project folder to compare
to the contents of the selected record copy's .ZIP file. After
you select the folder, the Compare
Results window opens with the results.
● Compare
Contents to > Document Set
Click to open the Select
Document Set dialog box to select a document
set to compare
to the contents of the selected record copy's .ZIP file. After
you select the document set, the Compare
Results window opens with the results.
● Compare
Contents to > Record Copy
Click to open the Select
Record Copy dialog box to select another record copy to compare to the
contents of the selected record copy's .ZIP file. After you select
the record copy, the Compare
Results window opens with the results.
● Select
in Explorer
Click to open Windows Explorer to the location
where the record copy's .ZIP file is physically stored on your
local computer or network.
● Delete
Click to delete the selected record copy
and its .ZIP file. It will be removed from your file system.
● Repair
Broken Link to Record Copy
Click to open the Change
Path of Project File dialog box to correct the path of a .ZIP
file with a broken link.
![](../file_tasks.bmp)
See File Tasks panel.
![](../email_tasks.bmp)
See Email
Tasks panel.
![](../related_items1.bmp)
See Related
Item Tasks panel. |
Record Copies
Filter All Columns
You can filter by any text that appears in any of the Items
columns. For example, if you know the subject (or part of the
subject) of the record copy that you are searching for (or the
size, date, etc.), enter at least part of the text in this field.
The Items list updates automatically as you type. For example,
if the record copy you are searching for has the number 30 somewhere
in one of the columns, enter 30 in this field. The list will be
narrowed down to only record copies that have the number 30 somewhere
in one of the columns.
![](../image556.gif)
Click to clear all filters.
> ![](../filter.bmp)
Click to toggle between showing and hiding the column filter
fields.
>
>
Click to group by the any of the columns. For example, if you
want to group the list of items by name, select Name
from the drop-down list. The items will be grouped into separate
sections alphabetically by name. See Column
Sorting, Filtering, and Grouping for more information.
Columns
The log contains all record copies for the current project.
All columns are listed here. Right-click on any column header
to list and de-list columns. Click the icons
for more filtering options.
Subject
The subject of the Project Center item
or file transfer that the record copy was created from.
Type
The type of Project Center item that created the record copy.
Date
The date the record copy was created.
Created By
The contact who created the Project Center item or transfer.
Related Items
If the record copy has any related
items, the icons appear here.
Related Project Items
This column is a text version of the icons in the Related
Items column. The text will appear in reports.
Size
The size of the record copy's .ZIP file.
Path
The full path to the record copy's .ZIP file.
Change Log tab
This tab displays a history of the actions taken on the record
copy, including when it was created, modified, who was involved,
and any details.
Files tab
This tab lists the files in the selected record copy's .ZIP
file.
Related Items tab
This tab lists all related
Project Center items for the selected record copy.
Create Related > Action Item
Click to open the Identify
Action Item dialog box to create a new action
item and link it to the current record copy.
Create Related > Transfer > Via Email
Click to open the Send
Files to Email Recipients dialog box to send
project files via email. Nothing is logged in this tab.
Create Related > Transfer > Via Info Exchange
Click to open the Transfer
Files to a Newforma Info Exchange Server dialog box to transfer
project files via your Newforma
Info Exchange Server and link the transfer to the current
record copy.
Create Related > Transmittal > Via Email
Click to open the Send
Files and Create an Outgoing Transmittal dialog box to send project
files via email, file an outgoing transmittal for a file transfer,
and link the transfer to the current record copy.
Create Related > Transmittal > Via Info Exchange
Click to open the Transfer
Files and Create an Outgoing Transmittal dialog box to transfer
project files via your Newforma Info Exchange Server, create
a new outgoing transmittal for the file transfer, and link the
transfer to the current record copy.
Create Related > Contract Management > Contract
Management Item
Click to open the Create
Contract
Management Item dialog
box for the type of contract
management item you selected to create a new contract management
item and link it to the current record copy.
Create Related > Web Link
Click to open the Create
Web Link dialog box to enter a web link and automatically
relate it to the
selected Project
Center item. After it is created, the Relation
Type column will indicate Web
Link, and users can double-click on it to open the website.
Relate to >
Click to select an existing project item and establish a relationship
between it and the currently selected record copy. This gives
you the ability to link two items that are related together. (For
example, a markup
session that is related to a record copy.) Select Another
Project Item to open the Select
Project Item dialog box to locate an item that is not in the
list. When you create a relationship between two items, each item's
icon is added to the other item's Related
Items column and tab.
Share with External
Click and select Yes
to allow the selected web link to be shared with external project
team members through Info Exchange.
Remove
Click to unlink and remove the selected project item from the
Related Items tab.
Removing a related item from the Related
Items tab does not remove it from the database.
The Relation Type column
has two icons to
indicate the relationship type:
● The
icon indicates that the relationship
was created by a user and can be deleted (such as an action item
related to a record copy).
● The
icon indicates that the relationship
was created by Project Center and cannot be deleted (such as a
transmittal or record copy related to a record copy). |