Use this dialog box to edit the selected Project Center project. Click a tab to go directly to that section.
You must be a Project Center administrator to create a new project.
Enter the basic project information in the following fields:
Enter a name for the project.
Do not use the following characters in the project name (the same characters that cannot be used in file names on the operating system): # \ / : * ? " < > | : .
Enter a unique project number.
Enter a description of the project.
Enter the name of the project manager.
Enter the name of the project's client.
Enter the project's phase.
Enter the project's address, such as Manchester NH.
If you want to open this project to its exact location in Google Earth, enter the latitude and longitude values.
You must create
a custom activity center for Google Earth after entering these
values to use this feature. When creating the custom activity, you
must enter [EarthLocation]
(exactly as shown) in the Command-line
field of the Custom
Activity Editor dialog box.
No matter which format you enter, Project Center converts all latitude
and longitude values to decimal degrees.
If you enter values in the Location
and the Latitude and Longitude fields, Google Earth uses
the latitude and longitude values. You can use Google Earth to find
the latitude and longitude of the project location.
If you enter the Location only,
Google Earth will not go directly to the project location. You have
to double-click the location listed in the Google Earth's Places panel.
If no values are entered in the fields above, Google Earth will not
go to the project.
Select the project's type from the drop-down list.
You can add new types by editing the Global Project Types list in the Project Keywords List section of the Global Project Settings tab of the Project Center Administration activity center.
Select the project's status from the drop-down list: Active, Opportunity, or Archive.
Select Active
if the project is open and being used. The 
icon
represents active projects.
Select
Opportunity for a project that
has not begun from a contractual stand point. It may be used by marketing
and sales people that create design proposals, collect requirements,
write up specifications, create drawings, file email messages, deal
with action items,
etc. If the contract is awarded, the type would change from
Opportunity to Active. The 
icon represents opportunity projects.
Select Archive
to close the project, archive
it, and make it read-only. The 
icon
represents archived projects.
Select the project's confidentiality level from the drop-down list.
Select No to make this project visible in the All Projects tab and available to all users regardless of operating system permissions for the project folder.
Select Yes - Administrator Access, so that only Project Center administrators can access the project.
Select Yes - Project Team Access so that only contacts on the internal project team can access the project.
To keep a project team member from accessing this project on Info Exchange, clear the Allow Web Access to this Project on Your Info Exchange Server checkbox in the Groups and Info Exchange tab of the Modify Project Team Member dialog box for the user.
The image is previewed here.
Click to locate and select an image to represent the project. The image will appear in the Project Overview panel of the Project Home activity center.
Click to remove the project image.
Click to open the Project Creation Summary dialog box to review the project's settings at any point in the process.
Configure folders for the project, project email, and record copies.
This area contains the location of the top-level folders containing the source files you will be using in this project.
Click to open the Choose a Folder dialog box to locate and add a folder to the project, as well as create a new a new folder for the project. All users have to be logged out of this project, and the Project Center Server cannot be accessing it.
Important: The files accessed and
used by the Project Center project must be located on your network
file server so that the Project Center Server has access to them and
can index and search them. If you enter a path to files that are stored
on your local machine, the Project Center Server and other users may
not have access to them. In this case, Project Center will not work,
because the Project Center Server needs to have access to the files
in order to perform those functions.
For advanced users: If your system administrator has your local machine
mapped on the Project Center Server, you can select a folder containing
files stored on your local machine and have full search functionality.
Important: Do not add a folder (or any of its subfolders) that has already been added to another Project Center project. Once you add a folder, that folder and all its subfolders are automatically indexed by the Project Center Server. Adding a folder that has already been added to another project will result in performance degradation of the search feature. Each project folder gets indexed once by the Project Center Server. However, .DWG files in each folder will get indexed as many times as the number of projects accessing it. Projects accessed over a WAN will also be indexed more slowly.
Click to remove a selected project folder. All users have to be logged out of this project, and the Project Center Server cannot be accessing it.
You cannot remove project folders that contain folders or files that are being used in document sets, action items, submittals, RFIs, or transmittals for this project.
Removing a project folder does not remove the actual source folders from your Windows file system. The project folders are only removed from Project Center.
If a top-level project folder from this list is moved or renamed in Windows Explorer, all of the links to the files will be broken throughout the project. You can either locate the folder in Windows Explorer and move it back to its original location (or to its original name), or you can click this button to locate the folder in its new location (or name) and automatically update all of the paths to all of the files.
For example, if a system administrator moves a project folder from one drive to another, all links within document sets, action items, transmittals, etc. will break because they reference files in the old project folder that no longer exist. Click this button to locate the folder. Once you've located the folder and confirm the change, all of the paths will be updated and all of the broken links will automatically be fixed.
All users have to be logged out of this project, and the Project Center server cannot be accessing it.
Click to open the Modify Project Folder Label dialog box to customize the name of the folder as it appears in Project Center without changing the actual folder name in the Microsoft Windows hierarchy. This feature enables you to re-label project folders in the Project Files activity center that have similar names, or to add drive letters to them for ease of identification. The new labels will appear in the Add Files dialog box and the Select Folder dialog box.
Be aware that re-labeling a folder is separate and different from using the Rename task in the Project Files activity center. The Rename task renames the actual folder name in the Microsoft Windows hierarchy.
Click to make the selected folder the primary project folder.
Click to open the Edit Project Folders dialog box to create new subfolders under the selected project folder.
Click to open the Drive Mappings dialog box. If accessing your project drawing files and their external reference files requires local drive letter mappings, then you will need to use this dialog box to add the drive letter mappings.
Click to open the External Reference Paths dialog box to set up external reference file search paths for your AutoCAD or Microstation drawing files.
Enter the full path to the default folder in which you want to save
filed project email message (.MSG or .EML) files. Click the 
icon to locate the folder.
All filed project email message files, including action item and submittal email message files, are stored in this location.
If you want a copy of each filed email message to be saved in a Microsoft
Exchange's Public Folders, enter
the full path to the folder in this field. Click the
button to locate and select the public folder. You can use this feature
to enable contacts to access filed email messages while on the road.
Only email message (.MSG and .EML)) files can be copied to a public folder. Other Outlook item types will not be copied.
The folder structure set in the Edit Project Email Folders dialog box above will not be reflected in the Public Folders hierarchy.
Select the option from the drop-down list in which to group filed email message files. Project Center creates subfolders automatically for the option selected based on the date the email message was sent.
For example, if you select Month, and an email message was sent in July 2006, a subfolder called 2006-07 is created, and the email is saved to that folder. If you select Quarter, the email message file would be saved in a subfolder called 2006-Q3. If you select Year, it would be saved in 2006.
Mark this checkbox to create new project email folders within the folder selected in the Store Project Email in field above.
Click to open the Edit Project Email Folders dialog box to create new folders within the folder selected above.
Access to confidential folders can be restricted through operating system permissions.
The project email and search features respect operating system permissions to limit access to these confidential email messages.
Administrators can add confidential and other alternate email folders to Project Center using the Edit Project Email Folders dialog box.
Configure the default location to store record copies of file transfers and PDFs of transmittals.
Project Center creates and stores a .PDF file for every file transfer that is created (which includes transmittals created from submittals and RFIs). The benefit of this is that an un-editable record copy of what was sent is always available. If a transmittal is modified, Project Center generates a new .PDF file, but keeps the old .PDF file. The .PDF files are stored in the same location that the record copies are stored in.
Enter the full path to the default folder in which you want to save
record copies of incoming file transfers. Click the
icon to locate the folder.
Enter the full path to the default folder in which you want to save
record copies of outgoing file transfers. Click the
icon to locate the folder.
Enter the full path to the default folder in which you want to save
record copies of published
project folders and document sets. Click the
icon to locate the folder.
Click to open the Project Creation Summary dialog box to review the project's settings at any point in the process.
Configure the server and project administration, form template, and reminder settings for the project.
Select the Project Center Server on which to store this project from the drop-down list. To edit this field, all users must be logged out of this project, and the Project Center server cannot be accessing it.
This field lists the Project Center Servers on which this project is mirrored.
Project Center administrators can give other Project Center users administrative rights for the current project.
Choose Global Administrators Only to give only Project Center administrators administrative privileges. This is the default option. Users with administrative privileges can delete submittals, transmittals, and action items, add and delete project timeline milestones, phases, and holidays, and perform other administrative tasks that are listed under Project Center Administration in this Help system's Table of Contents.
Choose Global Administrators and Project Center Users to give both Project Center administrators and Project Center users (either all or selected users) administrative privileges.
Click to open the Choose Contacts dialog box to select the users who you want to have administrative rights to this project. Granting administrative rights to Project Center users means that these users can access this dialog box, delete submittals, RFIs, transmittals, record copies, document sets, and action items; and add, modify or delete timeline phases, milestones, and holidays. If no project team members are defined when this option is selected, then all users gain administrative rights for this project. To ensure no regular users can access administrative functionality, select Global Administrators Only to return administrative privileges back to Project Center administrators only.
Mark this checkbox to allow only Project Center administrators to add, edit, or delete project team members.
If your site uses SharePoint® , Project Center users can search your SharePoint site. To enable this functionality, enter the URL to the SharePoint site in this field to apply it to this project. Once the site is added, users that have this project open will see SharePoint in the Search menu and can search the SharePoint site at any time.
You can also add the SharePoint site as a custom activity center to the Project Home activity center.
This is the form template style used by this project.
If you do not want to use the default Project Center form templates for forms and notifications, click Change to open the Select Transmittal Form Template Style dialog box to select a different form template style to use for this project.
Clear this checkbox if you do not want items from this project included in the periodic reminder email. The default setting for this checkbox comes from the Notification Reminders section of the General tab of the Project Center Administration Activity Center Servers tab. This checkbox is marked unless the notification reminders are set to None.
Reminders are not sent for archived projects.
Project Center adds a folder called Newforma - Items to File to your email application so you can sync with Project Center. Each time a project gets added to your My Projects folder in the My Project Center activity center, a subfolder for the project gets added to the Newforma - Items to File folder. Use this field if you want to change the name of the project folder as it appears in your email application. The label is used in two places in your email application: under the Newforma - Items to File folder and under the Newforma - Copied Messages folder. You can either choose a name from the drop-down list or type in a new one. This name must be unique for each project.
The column indicates the project email addresses assigned to this project. To enable this section, you must set up project email addressing.
This column indicates which project email address is the primary one for this project (indicated by a Yes). The primary email address is the address that will be displayed to users throughout the project.
Click to open the Add Project Email Address dialog box to create a project email address for the project. Email sent to this address will be filed into the project.
Click to open the Edit Project Email Address dialog box to edit the selected project email address for the project. Email sent to this address will be filed into the project.
Click to remove the selected project email address.
Click to make the selected project email address the primary address. The primary address is indicated by a Yes.
Click to open the Project Creation Summary dialog box to review the project's settings at any point in the process.
Configure the action item settings for the project.
Enter the number of digits required in the ID.
Enter the starting ID to apply to the first action item. Each subsequent action item will be incremented by 1.
To give action items a due date, mark this checkbox, then enter the number of days after creation in which they are due, and whether to use Business or Calendar days. The settings entered here will appear in the Due Date field of the Identify an Action Item dialog box.
You can define which global project keyword lists are used in action items for this project.
The project item field to which the list is applied. The items in this column cannot be edited.
The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.
Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.
Keywords entered manually by users will not be added to the global keywords list. To add new keywords globally, use the Project Keyword List dialog box.
This list contains the options available to users in the Choose Disciplines dialog box for all action items.
This list contains the options available to users in the Choose Keywords dialog box for all action items.
This list contains the options available to users in the Priority drop-down list for all action items.
This list contains the options available to users in the Status drop-down list for all action items.
Global project lists are defined in the Global Project Settings tab of the Project Center Administration activity center.
Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the action item fields, and whether users can enter their own options.
Click to open the Project Creation Summary dialog box to review the project's settings at any point in the process.
Configure the project's default file transfer and project timeline settings for the Info Exchange Server.
Mark this checkbox to automatically add this project to your Info Exchange Server to make it available to web users (if the Project Center Server that this project is on is connected to an Info Exchange Server, which is configured in the Project Center Administration Activity Center Servers tab).
Mark the checkboxes of the items you want to display on Info Exchange for this project. If you select Calendar (which refers to the project timeline), Phases, Milestones, and Event Types become available. If you select Event Types, you can select which events to show on Info Exchange.
Mark this checkbox if you want email for this project to appear on Info Exchange.
Mark this checkbox if you want action items for this project to appear on Info Exchange.
Mark this checkbox if you want submittals for this project to appear on Info Exchange.
Mark this checkbox if you want RFIs for this project to appear on Info Exchange.
Mark this checkbox if you want the project timeline for this project to appear as a calendar on Info Exchange for external project team members.
The timeline calendar will always appear on Info Exchange for internal project team members.
Mark this checkbox to display phases in the project calendar on Info Exchange.
Mark this checkbox to display milestones in the project calendar on Info Exchange.
Mark this checkbox to display events in the project calendar on Info Exchange. You must then choose which event types to display on Info Exchange using the Show on Info Exchange list.
Move the timeline events you want to display on Info Exchange to this field.
Move the timeline events you do not want to display on Info Exchange to this field.
Mark this checkbox to allow users to create public transfers on Info Exchange. (Public transfers are file transfers available to any users who log in anonymously.) If this checkbox is marked, the Public Access option is enabled in the Transfer to Info Exchange Options dialog box.
The ability to allow contacts to log into Info Exchange anonymously is set in the General tab of the Project Administration activity center Servers tab by marking the Allow Anonymous User Access and Public Transfers checkbox. An Info Exchange Server must be selected.
If you do not want file transfers on Info Exchange to expire, choose Do Not Set an Expiration Date on New File Transfers.
If you want file transfers on Info Exchange to expire after a certain period, choose Set an Expiration Date on New File Transfers of, then enter the number of Days. The contents of the file transfer will be removed from Info Exchange at that time, but a record of the transfer will remain.
Click to open the Project Creation Summary dialog box to review the project's settings at any point in the process.
Configure the RFI settings for the project.
Choose Auto Increment RFI IDs to automatically incremented each new RFI .
Enter the number of digits required in the ID.
Enter the starting ID to apply to the first RFI. Each subsequent RFI will be incremented by 1.
Choose Manual Entry of RFI IDs to require users to manually enter RFI IDs.
Enter the number of days that an RFI is due after it is received, and whether to use Calendar or Business days.
You can define which global project keyword lists are used in RFIs for this project.
The project item field to which the list is applied. The items in this column cannot be edited.
The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.
Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.
This list contains the options available to users in the Purpose, Response, and Assessment drop-down lists for all RFIs.
This list contains the options available to users in the Choose Keywords dialog box for all RFIs.
This list contains the options available to users in the Choose Disciplines dialog box for all RFIs.
Global project lists are defined in the Global Project Settings tab of the Project Center Administration activity center.
Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the RFI fields, and whether users can enter their own options.
Click to open the Project Creation Summary dialog box to review the project's settings at any point in the process.
Configure the submittal settings for the project.
Choose Auto Increment Submittal IDs to automatically increment each new submittal.
Enter the number of digits required in the ID.
Enter the starting ID to apply to the first submittal. Each subsequent submittal will be incremented by 1.
Choose Generate Submittal IDs from Specification Section to generate submittal IDs from the specification section.
Choose Manual Entry Submittal IDs to require users to manually enter submittal IDs.
Choose Numbers to automatically increment resubmitted submittals with numbers, as shown in the example in the dialog box.
Choose Revision Numbers to automatically increment resubmitted submittals with letters and numbers, as shown in the example.
Choose Letters to automatically increment resubmitted submittals with letters, as shown in the example.
Enter the number of days that a submittal is due after it is received, and whether to use Calendar or Business days.
You can define which global project keyword lists are used in submittals for this project.
The project item field to which the list is applied. The items in this column cannot be edited.
The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.
Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.
This list contains the options available to users in the Action drop-down lists for all submittals.
This list contains the options available to users in the Choose Keywords dialog box for all submittals.
This list contains the options available to users in the Choose Spec Section dialog box for all submittals.
Global project lists are defined in the Global Project Settings tab of the Project Center Administration activity center.
Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the submittal fields, and whether users can enter their own options.
Click to open the Project Creation Summary dialog box to review the project's settings at any point in the process.
Configure the project timeline settings for the project.
This list shows the event types that are available for this project, the color used to represent them, any keywords applied to them, and whether they are shown in the Calendar and/or Journal views of the Project Timeline activity center. You can add new events to the list, as well as edit existing events.
Click Add to open the Add Event Type dialog box to add a new event.
Click Edit to open the Edit Event Type dialog box to edit the selected event.
Click Remove to delete the selected event.
Select a default color from the drop-down list to represent phases in the timeline. Users can still customize the colors for each phase to suit their needs.
Select a default color from the drop-down list to represent milestones in the timeline. Users can still customize the colors for each milestone to suit their needs.
By default, the project uses the holiday file listed in the Servers
tab of the Project
Center Administration activity center. Click the
button to open the Choose Holiday
File Override dialog box to select a different holiday file to apply
to this project. A sample holiday file is stored in the templates directory
in C:\Program Files\Newforma\Seventh Edition\Project Center\Templates\Sample_Holiday_File.xls.
You can define which global project keyword lists are used in project timeline events for this project.
The project item field to which the list is applied. The items in this column cannot be edited.
The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.
Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.
This list contains the options available to users in the Choose Keywords dialog box for all timeline events.
Global project lists are defined in the Global Project Settings tab of the Project Center Administration activity center.
Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the timeline event fields, and whether users can enter their own options.
Click to open the Project Creation Summary dialog box to review the project's settings at any point in the process.
Configure the transmittal settings for the project.
Enter the number of digits required in the ID.
Enter the starting ID to apply to the first transmittal. Each subsequent transmittal will be incremented by 1.
You can define which global project keyword lists are used in transmittals for this project.
The project item field to which the list is applied. The items in this column cannot be edited.
The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.
Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.
This list contains the options available to users in the Purpose drop-down lists for all transmittals.
This list contains the options available to users in the Choose Keywords dialog box for all transmittals.
Global project lists are defined in the Global Project Settings tab of the Project Center Administration activity center.
Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the transmittals fields, and whether users can enter their own options.
Click to open the Project Creation Summary dialog box to review the project's settings at any point in the process.
Configure miscellaneous global lists and the project send and receive via methods.
You can define which global project keyword lists are used in other items for this project.
The project item field to which the list is applied. The items in this column cannot be edited.
The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.
Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.
This list contains the options available to users in the Type drop-down lists for projects.
This list contains the options available to users in the Choose Keywords dialog box for project files.
This list contains the options available to users in the Choose Keywords dialog box for email message files.
This list contains the options available form the Status drop-down for markups in the Newforma Viewer.
This list contains the options available to users in the Status drop-down lists for markup sessions.
This list contains the options available to users in the Choose Keywords dialog box for markup sessions.
This list contains the options available to users in the Status drop-down lists for document sets.
This list contains the options available to users in the Choose Keywords dialog box for document sets.
Global project lists are defined in the Global Project Settings tab of the Project Center Administration activity center.
Click to open the Assign Project List dialog box to choose the global project list to use as the source of keywords for the selected keywords field, and whether users can enter their own keywords.
Select the global keyword list of physical transfer methods to use with this project. Global keyword lists only have to be defined once and can be referenced by any project. For this field, the global keyword list type is Physical Transfer Method List.
This list shows the available electronic transfer methods that appear in Project Center drop-down lists. Click Add to open the Drag Drop Method dialog box to add additional electronic file transfer methods for this project. You can drag and drop list items to reorder them.
You can also edit and remove transfer methods by selecting the item, then clicking Edit or Remove.
Click to open the Project Creation Summary dialog box to review the project's settings at any point in the process.
Click Create a New Project from the Tasks panel of the Project Center Administration activity center.
