Project Center Administration Activity Center Companies tab
Use this activity center to manage and configure Project Center and all of the companies in its database. Information such as the company name, main contact, number of locations, and web address are stored in the companies database.
● To add a company to the database manually, click the Add Company task to open the Add Company dialog box.
● To add multiple companies from a template, click the Import Companies from Template task.
This activity center is only available to Project Center administrators. Administrators are listed in the Licensing tab. If no administrators are listed, all Project Center users have administrative privileges until the first administrator is added.
Switching tabs does not update the information in this activity center. Click the 
button to get the latest information.
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The following list shows all available tasks for the Companies tab. Company Management● Add Company Click to open the Add Company dialog box to add a new company to the Project Center database manually. ● Email All Company Contacts Click to open an email message in Microsoft Outlook addressed to all users listed under the Main Contact column. ● Import Companies from Template Click to open the Select Spreadsheet dialog box to select the Microsoft Excel spreadsheet containing the companies you want to import into the companies database. ● Export Companies to Template Click to open the Save Template dialog box to save the companies in the database to a Microsoft Excel spreadsheet that can be used as a project template. ● Create Report Click to open the Create Report dialog box to select the type of Project Center companies report to create. All companies are listed. ● Access Newforma Support Click to open the Newforma support website. ● Return to My Project Center Click to close this activity center and return to the My Project Center activity center. Selected Company● Modify Click to open the Modify Company dialog box to edit the selected company's information. ● Email Company Contact Click to open a new email message to send to the main contact of the selected company. ● Newforma to Newforma > Send Connection Request Click to open the Send Connection Request dialog box to initiate the process of connecting to another company that uses Project Center via Newforma to Newforma. ● Newforma to Newforma > Edit Project Data Sources Click to open the Edit Project Data Sources dialog box to manage and update the list of Info Exchange Servers that share connected project data with the company you selected. ● Newforma to Newforma > Remove Connection Information Click to dissolve the connection between your company and the selected company. ● Remove Click to remove the selected company from the Companies tab, from all projects it is a member of (its information is removed from the Project Team activity center for all projects that it is a member of), and from Info Exchange. Once removed, the company will no longer be able to log into Info Exchange. ● Export Selected Companies to Template Click to open the Save Template dialog box to save the selected company to a Microsoft Excel spreadsheet that can be used as a project template. Selected Companies● Remove Click to remove the selected companies from the Companies tab, from all projects they are members of (their information is removed from the Project Team activity center for all projects that they are members of), and from Info Exchange. Once removed, the companies will no longer be able to log into Info Exchange. ● Export Selected Companies to Template Click to open the Save Template dialog box to save the selected companies to a Microsoft Excel spreadsheet that can be used as a project template. ● Merge Companies Click to open the Merge Companies dialog box to merge two duplicate companies into one. |
Project Center AdministrationColumnsAll columns are listed here. Right-click on any column header to list or de-list columns. Click the Filter All ColumnsYou 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 company you are searching for (or the location, main contact, etc.), enter at least part of the text in this field. The company list updates automatically as you type. For example, if the company you are searching for has the letter m somewhere in one of the columns, enter m in this field. The list will be narrowed down to only companies that have the letter m somewhere in one of the columns. |
icons for more filtering options.
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To access this activity center
Click Project Center Administration from the Tasks panel of the My Project Center activity center or from the Activities list, then click the Companies tab.
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