The following list shows all available tasks for the Projects tab.

Project Management

●      Create a New Project

Click to open the Create a New Project dialog box to create a new project. You can create as many projects as necessary.

●      Restore

Click to open the Choose a Project Center Backup File dialog box to restore a Project Center project using a backup file.

●      Repath Projects

Click to open the Repath Project Folders dialog box to change or fix the location of the project folders for a project.

●      Repin Projects

Click to open the Repin Project dialog box to batch move multiple projects to a different Project Center Server.

●      Create a Report > Project Summary Report

Click to open the Create a Report dialog box to create a summary report of all listed projects.

●      Create a Report > Disk Utilization Report

Click to open  the Create a Report dialog box to select the type of disk utilization report to create. This report summarizes all disk usage by number of files and KBs stored per project folder for both Project Center and Info Exchange. If the Details option is specified, it also displays the known file types (for example, published files, email, etc.). The known file types correspond to supported file types that Project Center can index. Project folder locations that no longer exist are indicated by Broken Link next to the folder name.

●      Access Newforma Support

Click to open the Newforma support website.

●      Close Administration Console

Click to close this activity center and return to the My Project Center activity center.

Selected Project

●      Edit Settings

Click to open the Edit Project Settings dialog box to edit the selected project's settings.

●      Open

Click to open the selected project in Project Center.

●      View Project Change Log

Click to open the Project Change Log dialog box to view the events that have occurred in the selected project.

●      Show Project Item Locks

Click to open the Project Item Locks dialog box to see which Project Center items are locked in the current project, and to unlock locked items.

●      Newforma to Newforma > Manage Connected Projects

Click to open the Manage Connected Projects dialog box to view and remove projects that are connected to the currently selected project using Newforma to Newforma.

●      Newforma to Newforma > Connect with Another Company's Project

Click to open the Select Connected Company dialog box to select the company and project to connect the selected project to using Newforma to Newforma.

●      Remove from Info Exchange

Click to remove the selected Project Center project from the Info Exchange Server. All file transfers for the project are also removed from Info Exchange. The project and file transfers are not removed from Project Center.

●      Export to Template

Click to open the Save Template dialog box to create a project template based on the selected project. You can then use the templateProject templates are Excel spreadsheets used to supply configuration settings and default data for Newforma projects. Templates allow administrators to specify many of the settings they would normally be prompted for when creating a project. when creating new projects to save time. All you have to do is edit the fields that are different or blank in the new project.

●      Repath a Folder

Click to open the Repath a Folder dialog box to repath a project folder to repair its broken links because it was moved to another project folder.

●      Repin to Another Server

Click to open the Choose New Server dialog box to move the selected project to another Project Center Server.

●      Apply Project Settings

Click to open the Import from Template dialog box to import and apply the project setting values from a project templateProject templates are Excel spreadsheets used to supply configuration settings and default data for Newforma projects. Templates allow administrators to specify many of the settings they would normally be prompted for when creating a project. to the selected projects.

●      Reset Missing Keywords Lists and Permission Sets

Click to open the Keyword Lists and Team Members Permission dialog box to reset any missing keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. lists and/or permission sets.

●      Move Project Off-line

Click to open the Move Project Off-Line dialog box to take the project off-line.

●      Delete

Click to delete the selected project.

●      Bring Project Online

1   This task only appears for off-line projects.

Click to bring an offline project back online.

●      Change Storage Label

1   This task appears only if the project is offline.

Click to open the Change Storage Label dialog box to change the storage label of an offline project.

Project Center Administration

The Projects tab lists the Project Center projects by location. Select a project from the list to access tasks you can perform on it.

Server Location

Select the Project Center Server location from which you want to display projects from the drop-down list. All projects on all Project Center Servers at that location will be displayed. To display all projects from all server locations, select All Locations.

Filter All Columns

You can filter by any text that appears in any of the columns. For example, if you know the name (or part of the name) of the project that you are searching for (or the phase, manager, etc.), enter at least part of the text in this field. The Items list updates automatically as you type. For example, if the project 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 projects that have the number 30 somewhere in one of the columns.

Click to toggle between showing and hiding the column filter fields.

Clear

Click to clear all filters.

Group By

Click to group by the any of the columns. For example, if you want to group the list by project name, select Project Name from the drop-down list. The projects will be grouped into sections alphabetically by name. See Column Sorting, Filtering, and Grouping for more information.

Columns

The information for each column was entered when the project was created. You can edit it using the Edit Project Settings dialog box. All columns are listed here. Right-click on any column header to add and remove columns. Click the icons for more filtering options.

Icon

• The icon represents active projects.

• The icon represents opportunityOpportunity is a project that business development is pursuing. The firm is doing work, creating files, filing email, etc. related to the proposal. Employees are billing hours. But the firm does not have a contract with the client. projects.

• The icon represents archived projects.

• The icon represents offline projects

• The icon represents projects that are being repinned.

Project Name

The name of the current project.

Description

The description of the project.

Type

The project's type.

Status

The project's status: Active, Opportunity, Archive, or Offline.

Phase

The project's phase.

Project Manager

The name of the project managerResponsible for the day-to-day working relationship with the client/building owner/developer; Logistical coordinator of design and construction; Identifies and tracks resolution of issues that are the responsibility of others; Responds to inquiries from client and reviewing agencies..

Client

The name of the project's client.

Number

The project's number.

Principle in Charge

The contact who is the principle at the firm who oversees this and other projects.

Main Contact

The primary contact at the company that owns the project.

Client Project Number

The number the client gave to the project.

Address

The project's street address.

Server

The name of the Project Center Server on which this project resides.

Project Site

The location of the project.

City/State/Zip Code/Country

The city, state, zip code, and country in which the project is located.

Info Exchange

Yes indicates that the project has been posted to and is available on Newforma Info Exchange.

Confidential

Indicates whether the project is confidential. See Create Project dialog box or Edit Project Settings dialog box for more information.

Last Modified

The date anything in the project was last modified in any way.

Last File Write Time

The last time any file in the project was modified.

Last Accessed

The last time anyone opened the project.

Last Info Exchange Synchronization Time

The last time Project Center automatically synced the project with Info Exchange.

Project File Count

The total number of files in the project.

Project File Size

The total size of all the files in the project.

Offline Storage Label

If the project was taken offline, this is the label for the type and location of external media that stores the project files.

Last Backup Path

The location in which the last project backup was saved. The backup location is set in the Project Center Administration activity center Servers tab.