How to...
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To view this list by feature, see Frequently Asked Questions.
A B C
Add a contact to multiple projects
Add a new form template style to a Project Center Server
Add a physical transfer method
Add a record document to a record document package
Add a revision to a record document
Add a subset to a document set
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 legacy 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 meeting 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 record document revisions from files
Add recurring meetings from Microsoft Outlook to the project timeline and meeting minutes
Add supporting documents and email messages to multiple project items at once
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 the legacy Project Center Add-in for Microsoft Outlook
Assign action items from the Project Center Add-in for Microsoft Outlook
Assign permission sets to users
Back up Project Center Servers
Batch import projects from a spreadsheet
Batch repin projects to a different Project Center Server
Batch repair broken project folder links
BIM 360 to Project Center Workflow for Submittals and RFIs
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
Close contract management items
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 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
Connect to another Project Center Server
Copy Project Center items and projects to the clipboard as hyperlinks
Copy the form templates that are supplied with Project Center to a new folder
Create a contract management item
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 desktop shortcut to open a project
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 folders report to identify broken links
Create a project from a template
Create a project or project template manually
Create a record document package
Create a spreadsheet template for RFIs and import it
Create a spreadsheet template for submittals and import it
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 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 and use form templates
Customize email notification subject lines
Customize Excel-based specialized reports with Smart Markers
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 legacy 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 Bluebeam Studio for Submittal Review
Enable dragging and dropping from Novell GroupWise
Enable the Newforma Add-in for Navisworks
Exclude words or phrases from search results
Expire a file transfer on Info Exchange
Export a contract management item's Description of Contents tab to a spreadsheet
Export a project to a template
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 legacy 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 standard 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 action items from Navisworks Clash Reports
Import addendums from a spreadsheet
Import building elements 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 punch list elements and descriptions from a spreadsheet
Import punch list items from a spreadsheet
Import record document packages 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
Import supplemental instructions from a spreadsheet
Include co-located files in document control transmittals
Issue record document packages
J K L
Link Project Center items to each other
List local Microsoft Outlook contacts in drop-down lists
Locate the project email address
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
Log into an Info Exchange project as an external user
M N O
Maintain the project email addressing folder
Make a project and its activity centers available on Info Exchange
Make a user a contract manager
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 sheets to DWG from Revit
Publish sheets to PDF from Revit
Publish the project timeline to Info Exchange
Re-index or re-scan project files and folders
Receive personal email messages outside of a project (workflow)
Record a reviewer response to a contract management item
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 a shared folder from Info Exchange
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
Repost an expired shared folder
Resolve reference file paths for DGN files
Respond to the contract management item initiator
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 Microsoft Outlook
Schedule an expected submittal from Project Center
Search a set of search results
Search CAD or BIM object properties
Search for files that could not be indexed
Search for text in email message files within a folder
Search for text across multiple projects
Search for text in particular projects
Search for text in the current project
Search for text using wildcards
Search scanned documents (OCR)
Search the Newforma Community Site
Select a custom template for a multi-project report
Send an email message to multiple project team members at once
Send an email message to Project Center and Info Exchange users
Send personal email messages outside of a project (workflow)
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 building information management
Set up construction change directives
Set up document control and Newforma Plans
Set up Microsoft 365 Team Sync for Project Center
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 Contact Directory
Set up the BIM 360 Connector and EDMS Connection
Set up the BIM 360 Workflow Connector
Share the project timeline with external project team members or other contacts
Sort the project team list by column headers
Synchronize and add record document revisions using Project Information Link
Synchronize Clashes using the Navisworks Add-in
Synchronize Project Center contact data with the Global Address List
Synchronize Project Center Project Information with Revit
Synchronize record documents with Revit
Track phone calls, conversations, tasks, site visits, and other meetings
Transfer files between connected companies
Transfer files from the Newforma Project Center Tray Tool
Transfer files from Windows Explorer to Info Exchange
Transfer files to a drag and drop location and record an outgoing transmittal
Transfer files via Info Exchange
Transfer files via Info Exchange and record an outgoing transmittal
Transfer files via Info Exchange using the legacy Project Center Add-in for Microsoft Outlook
Undo a contract management action
Update Project Center clients automatically
Upload to Extranet Sites Using a Manifest File
Use Bluebeam to Review Submittals
Use Bluebeam to Review RFIs as a Single Reviewer
Use Bluebeam to Review Submittals as a Single Reviewer
Use Newforma Project Information Link
Use Newforma to Newforma for connected workflow of contract management items
Use the Newforma Contact Directory
Use the Newforma Viewer (Markup Editor)
Use the Newforma Snapshot tool
Use the BIM 360 connector for submittal and RFI review
Use the Procore connector for submittal and RFI review
V W X Y Z
Verify that search results are complete
View the project timeline in Microsoft Outlook
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