How to...
ABC | DEF | GHI | JKL | MNO | PQR | STU | VWXYZ
To view this list by feature, see Frequently Asked Questions.
A B C
Add a document set to a document set
Add a new form template style to a Project Center Server
Add a physical transfer method
Add a revision to a record document
Add an activity to the Project Home activity center
Add building elements from Revit to the Building Models and Elements activity center
Add contacts from Microsoft Outlook to a Project Center project
Add contacts to Project Center from the Global Address List
Add contacts to the Project Center contacts database
Add files to a Project Center item
Add keyword values to a spreadsheet template
Add meetings from the Project Center Add-in for Microsoft Outlook
Add meetings to the Project Timeline activity center and the Meeting Minutes activity center
Add milestones to the Project Timeline activity center
Add new event types to a project
Add or remove projects from the My Projects tab
Add phases to the Project Timeline activity center
Add Project Center administrators
Add project team members to Microsoft Outlook
Add recurring meetings from Microsoft Outlook to the project timeline and meeting minutes
Add the project timeline to Microsoft Outlook and update it automatically
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 contract management items
Assign a different permission set to users
Assign action items from Project Center
Assign action items from the Project Center Add-in for Microsoft Outlook
Assign permission sets to users
Back up Project Center Servers
Batch create multiple projects
Batch repin projects to a different Project Center Server
Batch repair broken project folder links
Bring an offline project back online
Change application associations for drawing files
Change project settings for one or more projects at once
Change the location of a project file
Change the Newforma Info Exchange file transfer storage location
Change the Project Center database backup location
Compare a project file from the Document Sets activity center
Compare drawings using the Digital Light Table
Compare revisions of a record document
Configure cloud delivery on Info Exchange
Configure files to open in the Newforma Viewer when double-clicking on them
Configure Project Center to use custom report templates
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
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
Create a document register report
Create a form template in Microsoft Word
Create a global keyword list and assign it to a project
Create a meeting from a Microsoft Outlook email message
Create a new Project Activity Summary tab for the My Project Center activity center
Create a project activity summary tab for Deltek Vision
Create a project from a template
Create a spreadsheet template for RFIs and import it
Create a spreadsheet template for submittals and import it
Create an action item from the Project Center Add-in for Microsoft Outlook
Create an action item with a markup from a record document
Create markups within a markup session
Create project timeline meetings from Microsoft Outlook
Create the next site visit in a series
Customize email notification subject lines
Customize Excel-based specialized reports with Smart Markers
Customize form templates using InfoPath
Customize the company name and logo in the default form templates
Customize the My Project Center activity center and the My Projects tab
Customize the Project Home activity center and apply it to all users
D E F
Define text regions in DWG stamps to allow word wrapping
Delete contract management items
Delete email messages automatically after filing to Project Center
Designate a project as confidential
Diagnose the Project Center Add-in for Microsoft Outlook
Display an object's properties
Download a pending incoming file transfer
Download a pending incoming file transfer and file a transmittal
Download files from Info Exchange and track them with a contract management item
Download files from Info Exchange and track them with a submittal
Download files from Info Exchange and track them with an RFI
Drag and drop an outgoing transmittal
Embed SQL queries in Project Center templates
Enable dragging and dropping from Novell GroupWise
Enable or disable the Project Center Add-in for Microsoft Outlook Toolbar within Microsoft Outlook
Exclude words or phrases from search results
Export a project to a template
Export a project from Revit to the Newforma Model Viewer
Export a contract management item's Description of Contents tab to a spreadsheet
Export results from an indexing administration query
File a confidential contract management item or file transfer
File a contract management item from Microsoft Outlook
File a response to a submittal sender
File a submittal from Project Center
File an incoming transmittal from a Microsoft Outlook email message
File an incoming transmittal from Info Exchange
File and link email messages to an existing action item
File and link Outlook items to a Project Center item
File email messages from Outlook to Project Center
File email items automatically using the Project Center Add-in for Microsoft Outlook
File multiple attachments received in an email message as contract management items
File multiple files received via Info Exchange as contract management items
File multiple files received via Info Exchange as submittals
File project email from a Smart Phone, Outlook Web Access (OWA), or while disconnected
Find drawing objects with specific properties
Forward a contract management item for review
Forward a submittal for review
G H I
Generate a specialized contract or RFI report
Generate an Activity Center Log Report
Give recipients the option to partially download file transfers from Info Exchange
Import a spreadsheet into a contract management items Description of Contents tab
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 cost codes from a spreadsheet
Import daily reports from a spreadsheet
Import field notes 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 supplemental instructions 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 site visits 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
Install the AutoCAD and Revit exporters
Integrate companies from Deltek Vision
Integrate contacts from Deltek Vision
Integrate Deltek Vision phases and tasks into the project timeline
Integrate projects from Deltek Vision
J K L
Link Project Center items to each other
List local Microsoft Outlook contacts in drop-down lists
Log a Project Center item from Microsoft Outlook
Log a received contract management item
Log a submittal that was sent via Info Exchange incorrectly
Log an RFI from Project Center
Log an RFI from Microsoft Outlook
M N O
Maintain the project email addressing mailbox
Make a project and Its activity centers available on Info Exchange
Make your Project Home activity center layout the company default
Manage companies with multiple offices or job sites
Mark up BIM models and other file types
Mirror a project that resides on a remote Project Center Server
Modify the supplied Microsoft Word templates or create new Word templates
Move a project folder to a new location on the network and repair broken links
P Q R
Print a transmittal from a contract management item
Print a transmittal from a submittal
Print a transmittal from an RFI
Process contract management items
Publish project folders and documents sets to Info Exchange workflow example (shared folders)
Publish the project timeline to Info Exchange
Record a reviewer response to a submittal
Record a reviewer response to an RFI
Relate action items or other project items to meeting minutes or project timeline items
Relate Project Center items to each other
Remove a folder from a project
Remove contacts from a project team
Remove contacts from the contacts database and Info Exchange
Remove files from Info Exchange
Rename a project folder and repair broken links
Repin a project to a different Project Center Server
Restore an email message filed to the wrong project and re-file it
Restore Project Center Servers
Review and mark up a document set
S T U
Save email messages in Microsoft Outlook after filing them in Project Center
Schedule an expected submittal from Project Center
Schedule an expected submittal from Microsoft Outlook
Search a set of search results
Search across multiple projects
Search for files that could not be indexed
Search for text in email message files within a folder
Search for text in project files
Search for text in particular projects
Search for text using text matching
Search for text using wildcards
Search scanned documents (OCR)
Search the Newformant Community Site
Send an email message to multiple project team members at once
Send an email message to Project Center and Info Exchange users
Send files via email and record an outgoing transmittal
Send information from a contract management item to another project team member
Send log files to Newforma support
Send project files via Newforma Info Exchange
Set access restrictions to project folders for storing files
Set up a project to use the Newforma Model Viewer
Set up building information management
Set up construction change directives
Set up potential change orders
Set up project email addressing
Set Up Project Information Link
Set up sketches and supplemental drawings
Set up supplemental instructions
Set up the Newforma Model Viewer
Share the project timeline with external project team members or other contacts
Sort the project team list by column headers
Start customizing and using your own form templates
Synchronize Project Center contact data with the Global Address List
Track phone calls, conversations, tasks, site visits, and other meetings
Transfer files between connected companies
Transfer files to a drag and drop location and record an outgoing transmittal
Transfer files via Info Exchange and record an outgoing transmittal
Undo a contract management action
Update Project Center clients automatically
Upgrade Eighth or Ninth Edition projects to Tenth Edition
Use Newforma Project Information Link
Use Newforma to Newforma for connected workflow of contract management items
Use project email sub-addressing
Use the Newforma Contact Directory
Use the Newforma Model Viewer (VEO)
Use the Newforma Viewer (Markup Editor)
Use the Newforma Snapshot tool
V W X Y Z
Verify that search results are complete
View the project timeline in Microsoft Outlook