Sketches and Supplemental Drawings Activity Center

Use this activity center to log sketches in the current Project Center project. Sketches can be scanned hand drawings or supplemental drawings (portions of a drawing updated to reflect changes in the original design).

Drag and drop

This activity center allows you to drag-and-drop image files from your camera or Windows Explorer For example:

You can drag files into this activity center to quickly copy them from other locations such as your desktop, a camera, or another network location.
You can drag and drop files from this activity center to your desktop, a local drive, or into Microsoft Outlook as an email attachment.

1 Project Center administrators can set which tasks appear here using the Remove Contract Management Item Tasks dialog box.

Sketches

● Log a Sketch

Click to open the Log a Sketch dialog box to log a sketch in this activity center.

● Create a Report

Click to open the Create Report dialog box to select the type of sketch report to create.

● Import Spreadsheet

Click to open the Select Spreadsheet dialog box to select a Microsoft Excel spreadsheet containing sketch data that you want to import.

Selected Sketch

● Modify

Click to open the Modify a Sketch dialog box to edit the settings for the selected sketch, including the status, reasons, and the description.

● Create Similar Sketch

Click to open the Log a Sketch dialog box to create a new sketch based on the one selected. The new one contains most of the information from the original, except for unique identifiers such as the ID. The new one is also automatically related to the original. Supporting documents from the original are included.

1 If the original contains a receive action with files and/or description of contents entries, the Select Files and Description of Contents dialog box opens first, enabling you to select the items to include in the new copy.

● View Form

Click to open the Sketch form to view or print the selected sketch's history and details.

● Review Related Action Items

Click to open the Related Action Items activity center to view action items related to the selected item.

● Review Related Markup Sessions

1 This task is available only when you select an item that has related markup sessions.

Click to open the Related Markup Sessions activity center to view information about and preview the related markup sessions.

● Related Items >

See the Related Items Tasks topic for information.

● Send Email About Sketch

Click to open an email message in Microsoft Outlook to send to contacts. The email message includes information about the sketch.

● Delete

Click to delete the selected sketch from Project Center.

1 You must be a Project Center administrator and have a contract management role to delete sketches

See Related Item Tasks panel.

Sketches and Supplemental Drawings

This section lists the sketches and supplemental drawings in the current project.

Category drop-down list

Select All Sketches to list all sketches.
Select All Open Sketches to list all sketches with a status of Open
Select All Closed Sketches to list all sketches with a status of Closed.

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 sketch that you are searching for (or the status, type, etc.), enter at least part of the text in this field. The Items list updates automatically as you type. For example, if the sketch 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 sketches 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.

Columns

All columns are listed here. Right-click on any column header to list and de-list columns. Click the icons for more filtering options.

Type

The sketch's type.

ID

The ID number of the sketch.

Subject

The subject of the sketch.

Status

The status of the sketch:

Open – A sketch that was created but not yet incorporated into the drawing set.
Closed – A sketch that was created and the details were incorporated into the drawing set.
Void – A sketch that was created but the idea was abandoned and incorporated into the drawing set.

Created By

The contact who created the sketch.

Reasons

The reasons the sketch was created.

Discipline

Any disciplines applied to the sketch.

File

The full path to the sketch file.

Related Items

If the sketch 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.

Created

The date the sketch file was created.

Last Updated

The date the sketch file was last updated.

Closed

When the sketch's status was set to Closed.

Keywords

Any keywords applied to the sketch.

Supporting Documents

Any files attached to the sketch.

Internal Notes

Any notes added to the sketch. These are also in the Description tab.

Description tab

Any messages and internal notes included with the sketch appear here. If the sketch originated from an email message, the contents of the email is added here.

Preview tab

This tab shows a preview of the selected sketch file.

Email Log tab

This tab lists all email messages associated with the selected sketch. When you click File in Project or File as (then choose the Sketch option) from the Project Center Add-in for Microsoft Outlook Toolbar, the email message appears here.

1 You can copy and paste and drag and drop email messages from Microsoft Outlook and Windows Explorer into this tab.

Double-click an email message to open it in Microsoft Outlook. From there, you can reply to or forward the message.

1 The number in parentheses indicates the number of email messages filed to the sketch.

Add	Click to open the Add Email Messages dialog box select an email message to add to the current sketch.
Remove	Click to remove the selected email message from the sketch.

Supporting Documents tab

Use this tab to attach files to the selected sketch, and to view attached files. For example, if you receive a sketch and a particular drawing is related to it, you can use this tab to attach the drawing file to the sketch. Another example is if you receive a file with a sketch, mark it up, and want to send the marked up file to a reviewer. Also, files sent using the Add to > Sketch task are added to this tab.

1 The number in parentheses indicates the number of files that are attached to the sketch.

1 You can copy and paste and drag and drop files from Windows Explorer into this tab.

Set Order	Click to open the Set Document Order dialog box to set the order of the documents.
Add Files > Another Project File	Click open the Add Supporting Documents dialog box to locate and attach a file to the sketch.
Share with External > Yes	Click to allow the selected files to be shared with external project team members through Info Exchange.
Remove	Click to remove the selected supporting file from the sketch.

Preview tab

A preview of the selected file appears here.

Related Items tab

This tab lists all related Project Center items for the selected file.

Related Items tab

This tab lists all related Project Center items for the selected sketch.

Create Related > Action Item

Click to open the Identify an Action Item dialog box to create a new action item and link it to the current sketch.

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 sketch.

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 sketch.

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 sketch.

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 CM item and link it to the current sketch.

Relate to >

Click to select an existing project item and establish a relationship between it and the currently selected sketch. This gives you the ability to link two items that are related together. (For example, a markup session that is related to a sketch.) 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.

Remove

Click to unlink and remove the selected project item from the Related Items tab.

1 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 sketch).

● 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 sketch).

Change Log tab

This tab displays a history of the actions taken on the sketch, including when it was created, modified, who was involved, and any details.

To access this activity center

Click Sketches and Supplemental Drawings from the Activities list or from the Project Home activity center.