Project Center Administration Activity Center Projects tab

Use the Projects tab to manage and configure Project Center and the settings for its projects.

 

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The following list shows all available tasks for the Projects tab.

Project Management

  • Create a New Project

Click to open the Create Project dialog box to create a new project. You can create as many projects as necessary.

  • Restore

Click to open the Choose a Project Center Backup File dialog box to restore a Project Center project using a backup file.

  • Re-Path Projects

Click to open the Repath Projects dialog box to change or fix the location of the project folders for a project.

  • Re-Pin Projects

Click to open the Repin Projects dialog box to batch move multiple projects to a different Project Center Server.

  • Upgrade a Sixth Edition Project

Click to open the Open File dialog box to locate and upgrade a Sixth Edition Project Center project to Seventh Edition.

  • Create a Report > Project Summary Report

Click to open the Create a Report dialog box to create a summary report of all listed projects.

  • Create a Report > Disk Utilization Report

Click to open  the Create a Report dialog box to select the type of disk utilization report to create. This report summarizes all disk usage by number of files and KBs stored per project folder for both Project Center and Info Exchange. If the Details option is specified, it also displays the known file types (for example, published files, email, etc.). The known file types correspond to supported file types that Project Center can index. Project folder locations that no longer exist are indicated by Broken Link next to the folder name.

  • Access Newforma Support

Click to open the Newforma support website.

  • Close Administration Console

Click to close this activity center and return to the My Project Center activity center.

Selected Project

  • Edit Settings

Click to open the Edit Project Settings dialog box to edit the selected project's settings.

  • Open

Click to open the selected project in Project Center.

  • View Project Change Log

Click to open the Project Change Log dialog box to view the events that have occurred in the selected project.

  • Export to Template

Click to open the Save Template dialog box to create a project template based on the selected project. You can then use the template when creating new projects to save time. All you have to do is edit the fields that are different or blank in the new project.

  • Repin to Another Server

Click to open the Choose New Server dialog box to move the selected project to another Project Center Server.

  • Remove from Info Exchange

Click to remove the selected Project Center project from the info Exchange Server. All file transfers for the project are also removed from Info Exchange. The project and file transfers are not removed from Project Center.

  • Apply Project Settings

Click to open the Choose a Project Template dialog box to import and apply the project setting values from a project template to the selected projects.

  • Move Project Off-line

Click to open the Move Project Off-Line dialog box to take the project off-line.

  • Bring Project Online

Click to bring an offline project back online.

  • Change Storage Label

Click to open the Change Storage Label dialog box to change the storage label of an offline project.

  • Delete

Click to delete the selected project.

Project Center Administration

The Projects tab lists the Project Center projects by location. Select a project from the list to access tasks you can perform on it.

Location

Select the Project Center Server location from which you want to display projects from the drop-down list. All projects on all Project Center Servers at that location will be displayed. To display all projects from all server locations, select All Locations.

Filter All Columns

You 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 project that you are searching for (or the phase, manager, etc.), enter at least part of the text in this field. The Items list updates automatically as you type. For example, if the project 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 projects that have the number 30 somewhere in one of the columns.

Columns

The information for each column was entered when the project was created. You can edit it using the Edit Project Settings dialog box. All columns are listed here. Right-click on any column header to add and remove columns.

Project Name

The name of the current project.

  • The active_icon.bmp icon represents active projects.

  • The opp_icon.bmp icon represents opportunity projects.

  • The archive_icon.bmp icon represents archived projects.

  • The image31.gif icon represents offline projects

  • The image32.gif icon represents projects that are being repinned.

Description

The description of the project.

Type

The project's type.

Status

The project's status: Active, Opportunity, Archive, or Offline.

Phase

The project's phase.

Manager

The name of the project manager.

Client

The name of the project's client.

Number

The project's number.

Address

The project's street address.

Location

The location of the Project Center Server on which the project is stored. This is not the physical location of the project site.

Server

The name of the Project Center Server on which this project resides.

Info Exchange

Yes indicates that the project is available on Newforma Info Exchange.

Confidential

Indicates whether the project is confidential. See Create Project dialog box or Edit Project Settings dialog box for more information.

Last Modified

The date anything in the project was last modified in any way.

Last File Write Time

The last time any file in the project was modified.

Last Accessed

The last time anyone opened the project.

Last Info Exchange Synchronization Time

The last time Project Center automatically synced the project with Info Exchange.

Project File Count

The total number of files in the project.

Project File Size

The total size of all the files in the project.

Email Address

The project's email address.

Offline Storage Label

If the project was taken offline, this is the label for the type and location of external media that stores the project files.

Last Backup Path

The location in which the last project backup was saved. The backup location is set in the Project Center Administration activity center Servers tab.

 

Switching Project Center servers instantly

Click the arrow_icon.bmp icon in the lower left corner of the Project Center Administration activity center to switch the Project Center Server you are connected to. You can also type in the name of a server.  When a new project is opened or created, the server it is on is added to the list.

The home server location is determined by the name of the Project Center Server entered when Project Center was installed. This server is added to the registry. If your home location is not the same as the location of the Project Center Server for another project, it is not switched in the registry.

Locating project folders

You can open Windows Explorer to the location of project folders by right-clicking on a project in the Projects tab and selecting Select Project Folder in Explorer.

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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 Projects tab.