Frequently Asked Questions

Action Items Addendums Administration Archive Building Information Management Bulletins Change Order Proposals Change Orders Companies Compare Construction Change Directives Contacts Contract Management Contracts Cost Codes

Daily Reports Document Control Document Sets Field Notes File Transfers Forms General Questions Help Info Exchange Markups Meeting Minutes Newforma Contact Directory Newforma Project Information Link Newforma Viewer Permission Sets

Potential Change Orders Projects Project Center Project Center Add-in for Microsoft Outlook Project Center Server Project Email Project Files Project Home Project Images Project Keywords Project Teams Project Timeline Proposal Requests Punch Lists Record Copies

Record Documents Reports RFIs Search Site Visits Sketches and Supplemental Drawings Spatial Index Stamps Submittals Supplemental Instructions Templates Timeline Transmittals

 

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To view this list alphabetically, see How to....

Action Items

How do I...

Create action items?

Create an action item from the legacy Project Center Add-in for Microsoft Outlook?

Create an action item from the Project Center Add-in for Microsoft Outlook?

Import action items from a spreadsheet?

Import action items from Navisworks Clash Reports?

Assign action items from Project Center?

Assign action items from the legacy Project Center Add-in for Microsoft Outlook?

Assign action items from the Project Center Add-in for Microsoft Outlook?

Unassign action items?

Manage action items?

File and link email messages to an existing action item?

Close action items?

Delete action items?

Archive action items?

Create action item reports?

Search action items?

Create an action item with a markup from a record document?

Synchronize clashes using the Navisworks Add-in?

Addendums

How do I...

Create a contract management item?

Log a received contract management item?

Forward a contract management item for review?

Record a reviewer response to a contract management item?

Respond to the contract management item initiator?

Close contract management items?

Delete contract management items?

File a confidential addendum?

Import addendums from a spreadsheet?

Download files from Info Exchange and track them with a contract management item?

Send information from a contract management item to another project team member?

Undo a contract management action?

File multiple attachments received in an email message as contract management items?

File multiple files received via Info Exchange as contract management items?

Import a spreadsheet into a contract management item's Description of Contents tab?

Export a contract management item's Description of Contents tab to a spreadsheet?

Print a transmittal from a contract management item?

Process contract management items?

Administration

How do I...

Add a company

Add a folder to a project

Add a new form template style to a Project Center Server

Add a physical transfer method

Add a project status

Add a submittal action

Add a transmittal purpose

Add an RFI action

Add contacts to Project Center from the Global Address List

Add contacts to the Project Center contacts database

How do I add milestones to the Project Timeline activity center?

Add new meeting types to a project

Add phases to the Project Timeline activity center

Add Project Center administrators

Add punch list locations

Administrate Project Center

Apply a new form template style to a project

Apply a new report template to a project or activity center

Apply project template settings to existing projects

Archive a project

Assign a different permission set to users

Assign user roles

Assign permission sets to users

Back up Info Exchange Servers

Back up Project Center Servers

Batch create projects

Batch import projects from a spreadsheet

Batch repair broken project folder links

Batch repin projects to a different Project Center Server

Bring an offline project back online

Change project settings for one or more projects at once

Change the Newforma Info Exchange file transfer storage location

Change the Project Center database backup location

Configure Project Center to use specialized report templates in activity centers

Configure the Global Email Tag Override keyword list

Connect companies and projects using Newforma to Newforma

Connect the Project Center Server to a different Info Exchange Server

Copy the form templates that are supplied with Project Center to a new folder

Create a custom field

Create a form letter

Create a form template in Microsoft Word

Create a global keyword list and assign it to a project

Create a new Project Activity Summary tab for the My Project Center activity center

Create a project folders report

Create a project from a template

Create a project manually

Create a project template manually

Create projects

Customize and use form templates

Customize email notification subject lines

Customize the company name and logo in the default form templates

Customize the Project Home activity center and apply it to all users

Delete a project

Delete companies

Delete contacts

Delete contract management items

Delete transmittals

Designate a project as confidential

Edit a project

Embed SQL queries in Project Center templates

Enable Bluebeam Studio for Submittal Review

Enable the Newforma Add-in for Navisworks

Export a project to a template

Export results from an indexing administration query

Import action items from a spreadsheet

Import addendums from a spreadsheet

Import bulletins from a spreadsheet

Import change order proposals from a spreadsheet

Import change orders from a spreadsheet

Import companies from a spreadsheet

Import construction change directives from a spreadsheet

Import contacts from a spreadsheet

Import contracts from a spreadsheet

Import daily reports from a spreadsheet

Import holidays from a spreadsheet

Import .ICS or XLS files into the Project Timeline activity center

Import project timeline items from a spreadsheet

Import project timeline items from Microsoft Project

Import proposal requests from a spreadsheet

Import punch list elements and descriptions from a spreadsheet

Import punch list items from a spreadsheet

Import record documents from a spreadsheet

Import RFIs from a spreadsheet

Import sketches and supplemental drawings from a spreadsheet

Import spaces from a spreadsheet to the spatial index

Import submittals from a spreadsheet

Import supplemental instructions from a spreadsheet

List local Microsoft Outlook contacts in drop-down lists

Maintain the project email addressing folder

Make a project and Its activity centers available on Info Exchange

Make a user a contract manager

Make my Project Home activity center layout the company default

Mirror a Project that resides on a remote Project Center Server

Modify the supplied Microsoft Word templates or Create a New Word Template

Modify user roles

Move a project folder to a new location on the network and repair broken links

Move or rename a file server

Publish a project

Re-index or re-scan project files and folders

Remove a folder from a project

Remove files from Info Exchange

Rename a project folder and repair broken links

Repin a project to a different Project Center Server

Repath a project folder

Repath projects

Reset missing permission sets and apply them to users

Resolve reference file paths for DGN files

Restore Info Exchange Servers

Restore Project Center Servers

Restrict user access

Search for files that could not be indexed

Send an email message to Project Center and Info Exchange users

Set up action items

Set up addendums

Set up building information management

Set up bulletins

Set up change order proposals

Set up change orders

Set up construction change directives

Set up contracts

Set Up cost codes

Set up daily reports

Set up document control

Set up document sets

Set up field notes

Set up Info Exchange

Set up meeting minutes

Set up Microsoft 365 Team Sync for Project Center

Set up potential change orders

Set up Project Center

Set Up project email

Set up project email addressing

Set up Project Information Link (Revit)

Set up project teams

Set up proposal requests

Set up punch lists

Set up RFIs

Set up site visits

Set up sketches and supplemental drawings

Set up submittals

Set up supplemental instructions

Set up the BIM 360 Connector and EDMS Connection

Set up the BIM 360 Workflow Connector

Set up the Procore Connector

Set up the project timeline

Set up the spatial index

Set up transmittals

Share the project timeline with external project team members or other contacts

Synchronize Project Center contact data with the Global Address List

Take a project offline

Update Project Center clients automatically

Archive

How do I...

Archive a project?

Archive a document set?

Archive action items?

Archive contract management items?

Archive transmittals?

Archive the project timeline?

Delete an archive?

What is a project archive?

Building Information Management

How do I...

Add building elements from Revit to the Building Models and Elements activity center?

Import building elements from a spreadsheet?

Mark up BIM models and other file types?

Use Newforma Project Information Link?

Bulletins

How do I...

Create a contract management item?

Log a received contract management item?

Forward a contract management item for review?

Record a reviewer response to a contract management item?

Respond to the contract management item initiator?

Close contract management items?

Delete contract management items?

File a confidential bulletin?

Import bulletins from a spreadsheet?

Download files from Info Exchange and track them with a contract management item?

Send information from a contract management item to another project team member?

Undo a contract management action?

File multiple attachments received in an email message as contract management items?

File multiple files received via Info Exchange as contract management items?

Import a spreadsheet into a contract management item's Description of Contents tab?

Export a contract management item's Description of Contents tab to a spreadsheet?

Print a transmittal from a contract management item?

Process contract management items?

Change Order Proposals

How do I...

Create a contract management item?

Log a received contract management item?

Forward a contract management item for review?

Record a reviewer response to a contract management item?

Respond to the contract management item initiator?

Close contract management items?

Delete contract management items?

File a confidential change order proposal?

Import change order proposals from a spreadsheet?

Download files from Info Exchange and track them with a contract management item?

Send information from a contract management item to another project team member?

Undo a contract management action?

File multiple attachments received in an email message as contract management items?

File multiple files received via Info Exchange as contract management items?

Import a spreadsheet into a contract management item's Description of Contents tab?

Export a contract management item's Description of Contents tab to a spreadsheet?

Print a transmittal from a contract management item?

Process contract management items?

Change Orders

How do I...

Create a contract management item?

Log a received contract management item?

Forward a contract management item for review?

Record a reviewer response to a contract management item?

Respond to the contract management item initiator?

Close contract management items?

Delete contract management items?

File a confidential change order?

Import change orders from a spreadsheet?

Download files from Info Exchange and track them with a contract management item?

Send information from a contract management item to another project team member?

Undo a contract management action?

File multiple attachments received in an email message as contract management items?

File multiple files received via Info Exchange as contract management items?

Import a spreadsheet into a contract management item's Description of Contents tab?

Export a contract management item's Description of Contents tab to a spreadsheet?

Print a transmittal from a contract management item?

Process contract management items?

Companies

How do I...

Add a company?

Manage companies with multiple offices or job sites?

Connect companies and projects using Newforma to Newforma?

Transfer files between connected companies?

Customize the company name and logo in the default form templates?

Import companies from a spreadsheet?

Make my Project Home Activity Center layout the company default?

Delete a company?

Compare

How do I...

What does compare do?

Compare a document set?

Compare project files?

Compare a project file from the Document Sets Activity Center?

Compare project folders?

Compare drawing revisions?

Compare transmittals?

Compare deal with external references?

What is a graphical comparison?

Compare model spaces only?

Can I compare Microsoft Word documents?

Batch compare drawings?

Export DWF files from Revit?

Construction Change Directives

How do I...

Create a contract management item?

Log a received contract management item?

Forward a contract management item for review?

Record a reviewer response to a contract management item?

Respond to the contract management item initiator?

Close contract management items?

Delete contract management items?

File a confidential change order proposal?

Import change order proposals from a spreadsheet?

Download files from Info Exchange and track them with a contract management item?

Send information from a contract management item to another project team member?

Undo a contract management action?

File multiple attachments received in an email message as contract management items?

File multiple files received via Info Exchange as contract management items?

Import a spreadsheet into a contract management item's Description of Contents tab?

Export a contract management item's Description of Contents tab to a spreadsheet?

Print a transmittal from a contract management item?

Process contract management items?

Contacts

How do I...

Add contacts to the Project Center contacts database?

Add contacts from Microsoft Outlook to a Project Center project?

Import contacts from a spreadsheet?

Add contacts to Project Center from the Global Address List?

Synchronize Project Center contact data with the Global Address List?

Create a form letter?

Generate a form letter?

Manage companies with multiple offices or job sites?

Add a contact to multiple projects?

Delete contacts?

Contract Management

How do I...

What are the benefits of using contract management?

What do I need to know about using contract management?

Make a user a contract manager?

Which contract management tasks do I use?

Process contract management items?

Create a contract management item?

Log a received contract management item?

File a confidential contract management item?

Forward a contract management item for review?

Record a reviewer response to a contract management item?

Respond to the contract management item initiator?

Close contract management items?

Undo a contract management action?

Delete contract management items?

Download files from Info Exchange and track them with a contract management item?

Send information from a contract management item to another project team member?

File multiple attachments received in an email message as contract management items?

File multiple files received via Info Exchange as contract management items?

Print a transmittal from a contract management item?

Use Newforma to Newforma for connected workflow of contract management items?

Use the BIM 360 to Project Center Workflow connectgor for Submittals and RFIs?

Import a spreadsheet into a contract management items Description of Contents tab?

Export a contract management item's Description of Contents tab to a spreadsheet?

Which contract management fields are important to me?

Contracts

How do I...

Create a contract?

Create a contract management item?

Delete contract management items?

Generate a specialized contract report?

Import contracts from a spreadsheet?

Cost Codes

How do I...

Create cost codes?

Import cost codes from a spreadsheet?

Custom Fields

How do I...

Create a custom field?

Daily Reports

How do I...

Log a daily report?

Finalize a daily report?

Create a similar daily report?

Import daily reports from a spreadsheet?

Document Control

How do I...

Add a record document?

Add a record document to a record document package?

Add a revision to a record document?

Add record document revisions from files?

Create a record document package?

Include co-located files in Document Control transmittals?

Issue a record document package?

Issue record documents?

Compare revisions of a record document?

Create a document register report?

Import record document packages from a spreadsheet?

Import record documents from a spreadsheet?

Create an action item with a markup from a record document?

Synchronize and add record document revisions with Revit?

Synchronize record documents with Revit?

Upload to extranet sites using a manifest File?

Document Sets

How do I...

What are document sets and how do I use them?

Compare a document set?

Archive a document set?

Create a new document set?

Send a document set?

Add a subset to a document set?

Add files to a document set?

Review and mark up a document set?

Publish document sets to Info Exchange (shared folders)?

Remove a document set from Info Exchange?

Field Notes

How do I...

Log a field note?

Delete field notes?

Import field notes from a spreadsheet?

Set up the Field Notes App?

File Transfers

How do I...

What is Info Exchange?

Share project files using Info Exchange?

Share project files via email?

Download a pending incoming file transfer?

Download a pending incoming file transfer?

Download a pending incoming file transfer and file a transmittal?

Download a pending incoming file transfer and track it with a submittal?

File a confidential file transfer?

Set access restrictions to project folders for storing files?

Give recipients the option to partially download file transfers from Info Exchange?

Change the Newforma Info Exchange file transfer storage location?

Remove files from Info Exchange?

Search Project Center items?

Download files from Info Exchange and track them with a contract management item?

Transfer files between connected companies?

Request a file transfer?

Transfer files from the Newforma Project Center Tray Tool?

Transfer files from Windows Explorer to Info Exchange?

Send personal email messages outside of a project? (workflow)

Receive personal email messages outside of a project (workflow)

Forms

How do I...

Customize and use form templates?

Create a form template in Microsoft Word?

Modify the supplied Microsoft Word templates or create a new Word template?

Customize the company name and logo in the default form templates?

Copy the form templates that are supplied with Project Center to a new folder?

Add a new form template style to a Project Center Server?

Apply a new form template style to a project?

Apply a new report template to a project or activity center?

Configure Project Center to use specialized report templates in activity centers?

Add keyword values to a spreadsheet template?

General Questions

How do I...

What are Activities?

What file types does Project Center create and support?

Should I use absolute or relative paths to point to externally referenced files?

Can I use keyboard shortcuts?

What happens if I have a firewall?

Email a file?

What network permissions do I need?

Configure files to open in the Newforma Viewer when I double-click on them?

What file types are created and supported by Project Center?

Set the scale for a raster image?

Use the Newforma Snapshot tool?

Generate standard activity center log reports?

Create a multi-project report?

Can I customize columns?

Customize the My Project Center activity center and the My Projects tab?

Customize the Project Home activity center and apply it to all users?

Customize the Project Activity Summary section of the My Project Center activity center and apply it to all users?

Configure the Activities list?

Send log files to Newforma support?

Filter by column headers?

Sort, filter, and group columns?

Add or remove projects from the My Projects tab?

Relate (link) Project Center items to each other?

Enable dragging and dropping from Novell GroupWise?

Copy Project Center items and projects to the clipboard as hyperlinks?

Add keyword values to a spreadsheet template?

Add supporting documents and email messages to multiple project items at once?

Locate the project email address?

Help

How do I...

Use Help?

Print a Help topic?

Info Exchange

How do I...

What is Info Exchange?

Make a project and Its activity centers available on Info Exchange?

Transfer project files using Info Exchange?

Transfer files via Info Exchange and record an outgoing transmittal?

Transfer files to a drag and drop location and record an outgoing transmittal?

Publish project folders and document sets to Info Exchange (shared folders)?

Remove a shared folder from Info Exchange?

Download a pending incoming file transfer?

File an incoming transmittal from Info Exchange?

Download a pending incoming file transfer?

Download a pending incoming file transfer and file a transmittal?

Download a pending incoming file transfer and track it with a submittal?

Expire a file transfer on Info Exchange?

Send an email message to Project Center and Info Exchange users?

Give recipients the option to partially download file transfers from Info Exchange?

Change the Newforma Info Exchange file transfer storage location?

Remove files from Info Exchange?

File multiple files received via Info Exchange as submittals?

Back up Info Exchange Servers?

Restore Info Exchange Servers?

Download files from Info Exchange and track them with a contract management item?

File multiple files received via Info Exchange as contract management items?

Transfer files between connected companies?

Use Newforma to Newforma for connected workflow of contract management items?

Send personal email messages outside of a project? (workflow)

Receive personal email messages outside of a project (workflow)

Log into an Info Exchange project as an external user?

Markups

See Newforma Viewer.

Meeting Minutes

See Timeline below.

Newforma Contact Directory

How do I...

Set up the Newforma Contact Directory?

Use the Newforma Contact Directory?

Create a form letter?

Generate a form letter?

Newforma Project Information Link (Revit)

How do I...

Use Newforma Project Information Link?

Add building elements from Revit to the Building Models and Elements Activity Center?

Publish sheets to DWG from Revit?

Publish sheets to PDF from Revit?

Synchronize and add record document revisions from Revit?

Synchronize Project Center Project Information with Revit?

Synchronize record documents with Revit?

Export DWF files from Revit?

Newforma to Newforma

How do I...

Connect companies and projects using Newforma to Newforma?

Transfer files between connected companies?

Use Newforma to Newforma for connected workflow of contract management items?

Newforma Viewer (Markup Editor)

How do I...

What are markups?

What is the Newforma Viewer and how do I start using it?

Mark up drawings?

Close a markup session?

Create an action item with a markup from a record document?

In addition to marking up drawings, what else can I do?

Use the Markups panel?

What is a drawing tool?

What is a pen?

Email a marked up drawing?

Compare background drawings?

How are the differences in drawings represented?

What determines which objects are counted automatically?

Configure files to open in the Newforma Viewer when I double-click on them?

Save a markup as another type of file?

Find drawing objects with specific properties?

Display an object's properties?

Mark up BIM models and other file types?

Review and mark up a document set?

Stamp files?

Define text regions in DWG stamps to allow word wrapping?

Permission Sets

How do I...

What are permission sets?

Assign permission sets to users?

Assign a different permission set to users?

Reset missing permission sets?

Potential Change Orders

How do I...

Log a potential change order?

Use potential change orders?

Use the Potential Change Order Scoreboard?

Project Center

How do I...

What is Project Center?

What permissions do I need to edit a Project Center project?

What file types are created and supported by Project Center?

Customize the My Project Center activity center and the My Projects tab?

Customize the Project Home activity center and apply it to all users?

Customize the Project Activity Summary section of the My Project Center activity center and apply it to all users?

Create a custom activity and add it to the Project Home activity center?

Configure the Activities list?

Send an email message to Project Center and Info Exchange users?

What does each icon represent?

Add or remove projects from the My Projects tab?

Create a new Project Activity Summary tab for the My Project Center activity center?

Relate (link) Project Center items to each other?

Make a project and Its activity centers available on Info Exchange?

Copy Project Center items and projects to the clipboard as hyperlinks?

Create a custom activity and add it to the activities list?

Create a custom activity and add it to the Project Home activity center?

Log a Project Center Item from Microsoft Outlook?

Add files to a Project Center item?

Add supporting documents and email messages to multiple project items at once?

Create a desktop shortcut to open a project?

Project Center Add-in for Microsoft Outlook

How do I...

Use the Project Center Add-in for Microsoft Outlook?

File email items automatically using the legacy Project Center Add-in for Microsoft Outlook?

File email messages from Outlook to Project Center?

Create an action item from the legacy Project Center Add-in for Microsoft Outlook?

Create an action item from the Project Center Add-in for Microsoft Outlook?

Create a meeting from a Microsoft Outlook email message?

Log a Project Center Item from Microsoft Outlook?

Assign action items from Microsoft Outlook?

Schedule an expected submittal from Microsoft Outlook?

File and link Outlook items to a Project Center item?

Diagnose the Project Center Add-in for Microsoft Outlook?

Enable/disable the legacy Project Center Add-in for Microsoft Outlook Toolbar within Microsoft Outlook?

List local Microsoft Outlook contacts in drop-down lists?

Transfer files via Info Exchange using the legacy Project Center Add-in for Microsoft Outlook?

Send personal email messages outside of a project? (workflow)

Receive personal email messages outside of a project (workflow)

File an email message to multiple projects using the legacy Project Center Add-in for Microsoft Outlook?

Project Center Server

How do I...

What is the Project Center Server?

What am I able to do if I am not connected to the Project Center Server?

What happens if I have a firewall?

Can I add a source folder to a project if the folder is already being used in another project?

Customize email notification subject lines?

Back up Project Center Servers?

Restore Project Center Servers?

Change to another Project Center Server?

Set up the Procore Connector?

Project Email

How do I...

What is project email?

File email messages from Outlook to Project Center?

Search project email?

Delete project email?

Delete email messages automatically after filing to Project Center?

Send an email message to multiple project team members at once?

Send an email message to Project Center and Info Exchange users?

Save email messages in Microsoft Outlook after filing them in Project Center?

File project email from a Smart Phone, Outlook Web Access (OWA), or while disconnected?

Restore an email message filed to the wrong project and re-file it?

Enable dragging and dropping from Novell GroupWise?

Set up project email addressing?

Maintain the project email addressing folder?

Add email messages to multiple project items at once?

Locate the project email address?

File an email message to multiple projects using the legacy Project Center Add-in for Microsoft Outlook?

Project Files

How do I...

What are project files, and what can I do with them?

Can I drag and drop files into Project Center?

Change the application associations for .DWG, .PDF and other file types?

Publish project folders to Info Exchange (shared folders)?

Remove a shared folder from Info Exchange?

Transfer files between connected companies?

Add files to a Project Center item?

Add supporting documents and email messages to multiple project items at once?

Repost and expired shared folder?

Project Home

How do I...

Add custom activities?

Project Images

How do I...

What is the Project Images activity center?

Set up project images?

Add keywords to image files?

Project Keywords

How do I...

Add project keywords?

Set up project keywords?

Project Teams

How do I...

What is a project team?

What project Center features use project teams?

Can I create Project Team groups?

What are subscriptions?

Add an internal project team member?

Sort the project team list by column headers?

Remove contacts from a project team?

Remove contacts from the contacts database and Info Exchange?

Send an email message to multiple project team members at once?

Add project team members to Microsoft Outlook?

Assign a different permission set to users?

Manage companies with multiple offices or job sites?

 

Projects

How do I...

What are Project Center projects?

Create projects?

Batch create projects?

Edit a project?

Designate a project as confidential?

Create a project from a template?

What are project files, and what can I do with them?

Archive a project?

What permissions do I need to edit a project?

Can I add a source folder to a project if the folder is already being used in another project?

Rename a project?

Export a project to a template?

Add contacts from Microsoft Outlook to a Project Center project?

Move a project folder to a new location on the network and repair broken links?

Rename a project folder and repair broken links?

Apply project template settings to existing projects?

Generate a standard activity center log report?

Create a multi-project report?

Batch repin Projects to a Different Project Center Server?

Batch repair broken project folder links?

Repath a project folder?

Repath projects?

Take a project offline?

Bring an offline project back online?

Publish a project?

Locate the project email address?

Batch import projects from a spreadsheet?

Find the project ID number?

Add a contact to multiple projects?

Proposal Requests

How do I...

Create a contract management item?

Log a received contract management item?

Forward a contract management item for review?

Record a reviewer response to a contract management item?

Respond to the contract management item initiator?

Close contract management items?

Delete contract management items?

File a confidential addendum?

Import addendums from a spreadsheet?

Download files from Info Exchange and track them with a contract management item?

Send information from a contract management item to another project team member?

Undo a contract management action?

File multiple attachments received in an email message as contract management items?

File multiple files received via Info Exchange as contract management items?

Import a spreadsheet into a contract management item's Description of Contents tab?

Export a contract management item's Description of Contents tab to a spreadsheet?

Print a transmittal from a contract management item?

Process contract management items?

Punch Lists

How do I...

Add a punch list item?

Import punch list items from a spreadsheet?

Import punch list elements and descriptions?

Add punch list locations?

Record Copies

How do I...

Create record copies?

Record Documents

See Document Control above.

Reports

How do I...

Generate a standard activity center log report?

Customize the appearance of activity center log reports?

Create a multi-project report?

Generate a specialized contract report?

Generate a specialized RFI report?

Apply a new report template to a project or activity center?

Configure Project Center to use specialized report templates in activity centers?

Select a custom template for a multi-project report?

Customize Excel-based specialized reports with Smart Markers?

RFIs

How do I...

Log an RFI from Project Center?

Log an RFI from Microsoft Outlook?

Forward an RFI?

Record a reviewer response to an RFI?

Respond to an RFI Author?

Close RFIs?

Undo an RFI action?

Delete RFIs?

Archive RFIs?

Download files from Info Exchange and track them with an RFI?

Import RFIs from a spreadsheet?

Create a spreadsheet template for RFIs and import it?

Print a transmittal from an RFI?

Add an RFI action?

Send information from a contract management item to another project team member?

Log a received contract management item?

Forward a contract management item for review?

File a confidential RFI?

Search Project Center items?

File multiple attachments received in an email message as contract management items?

File multiple files received via Info Exchange as contract management items?

Import a spreadsheet into a contract management item's Description of Contents tab?

Export a contract management item's Description of Contents tab to a spreadsheet?

Process contract management items?

Use Bluebeam to Review RFIs?

Use Bluebeam to Review RFIs as a Single Reviewer?

Use Newforma to Newforma for connected workflow of contract management items?

Use the Procore connector for RFI review?

Generate a specialized RFI report?

Search

How do I...

How does search work?

How do search filters work?

Search for text in the current project?

Search across multiple projects?

Search for text in particular projects?

Search for text using wildcards?

Search project email?

Search action items?

Search Project Center items?

Search CAD or BIM object properties?

Search folders?

Search PDF files?

Search scanned documents (OCR)?

Search a set of search results?

What file types can I search?

How does search handle external references?

Choose what I want to search?

Search for files by name?

Search for file names within ZIP files?

Search for phrases?

What happens if I double-click on a file in the Search Results window?

Why are my search results incomplete?

Search for files that could not be indexed?

Find all versions of a file?

Search the Newforma Community Site?

Site Visits

How do I...

Log a site visit?

Create the next site visit in a series?

Finalize a site visit?

Import site visits from a spreadsheet?

Sketches and Supplemental Drawings

How do I...

Log a sketch?

Delete a sketch?

Import sketches and supplemental drawings from a spreadsheet?

Spatial Index

How do I...

Define a space?

Import spaces from a spreadsheet to the spatial index?

Stamps

How do I...

I Stamp files?

Define text regions in DWG stamps to allow word wrapping?

Submittals

How do I...

What is a submittal?

File a submittal from Project Center?

File a submittal from Microsoft Outlook?

Schedule an expected submittal from Project Center?

Schedule an expected submittal from Microsoft Outlook?

Record a reviewer response to a submittal?

File a response to a submittal sender?

File multiple attachments received in an email message as contract management items?

File multiple files received via Info Exchange as submittals?

Forward a submittal for review?

Approve submittals?

Close submittals?

Undo a submittal action?

Delete a submittal?

Track submittal packages?

Print a transmittal from a submittal?

Import submittals from a spreadsheet?

Create a spreadsheet template for submittals and import it?

Download a pending incoming file transfer and track it with a submittal?

Download files from Info Exchange and track them with a submittal?

Archive submittals?

File a confidential submittal?

Set access restrictions to project folders for storing files?

Add a submittal action?

Log a submittal that was sent via Info Exchange incorrectly?

Send information from a contract management item to another project team member?

Log a received contract management item?

Search Project Center items?

Import a spreadsheet into a contract management item's Description of Contents tab?

Export a contract management item's Description of Contents tab to a spreadsheet?

Process contract management items?

Use Bluebeam to review submittals?

Use Bluebeam to review submittals as a single reviewer?

Enable Bluebeam notifications?

Use Newforma to Newforma for connected workflow of contract management items?

Use the Procore connector for submittal review?

Supplemental Instructions

How do I...

Create a contract management item?

Log a received contract management item?

Forward a contract management item for review?

Record a reviewer response to a contract management item?

Respond to the contract management item initiator?

Close contract management items?

Delete contract management items?

File a confidential addendum?

Import addendums from a spreadsheet?

Download files from Info Exchange and track them with a contract management item?

Send information from a contract management item to another project team member?

Undo a contract management action?

File multiple attachments received in an email message as contract management items?

File multiple files received via Info Exchange as contract management items?

Import a spreadsheet into a contract management item's Description of Contents tab?

Export a contract management item's Description of Contents tab to a spreadsheet?

Print a transmittal from a contract management item?

Process contract management items?

Templates

See Reports and Forms above.

Timeline

How do I...

Add meetings to the Project Timeline activity center?

Add meetings from the Project Center Add-in for Microsoft Outlook?

Add recurring meetings from Microsoft Outlook to the project timeline and meeting minutes?

Create a meeting from a Microsoft Outlook email message?

Add milestones to the Project Timeline activity center?

Add phases to the Project Timeline activity center?

Relate action items or other project items to meeting minutes or project timeline items?

Share the project timeline with external project team members or other contacts?

Publish the project timeline to Info Exchange?

View the project timeline in Microsoft Outlook?

Import project timeline items from a spreadsheet?

Import project timeline items from Microsoft Project?

Import .ICS or .XLS files into the Project Timeline activity center?

Print the project timeline?

Print meeting minutes?

Add new meeting types to a project?

Add the project timeline to Microsoft Outlook and update it automatically?

Import holidays from a spreadsheet?

Track phone calls, conversations, tasks, site visits, and other meetings?

Track milestones?

Track phases?

Create project timeline meetings from Microsoft Outlook?

Transmittals

How do I...

What is a transmittal?

Set up transmittals?

Send files via email and record an outgoing transmittal?

Transfer files to a drag and drop location and record an outgoing transmittal?

Transfer files via Info Exchange and record an outgoing transmittal?

What are transfer methods?

File an incoming transmittal?

File an incoming transmittal from Info Exchange?

File an Incoming transmittal from a Microsoft Outlook email message?

File an outgoing transmittal?

Add files to a transmittal?

Compare transmittals?

Search Project Center items?

Archive transmittals?

Delete transmittals?

Print a transmittal form?

Print a transmittal from a contract management item?

Download a pending incoming file transfer and file a transmittal?

File a confidential transmittal?

Set access restrictions to project folders for storing files?

Add a transmittal purpose?

Import a spreadsheet into a transmittal's Description of Contents tab?

Export a transmittal's Description of Contents tab to a spreadsheet?