The following list shows all available tasks.
Selected Project
Open
Click to open the selected project.
Recent Files >
Click to open a list of the most recently opened files for the selected project. Select the file you want to open; the file opens in its native application, if available. For example, clicking a file with an extension of .DOC opens the file in Microsoft Word. You can also choose Remove Recent Files for this Project to remove the files from the list (the files are not deleted from the Windows file system).
Right-click on a file to open a menu with various commands you can perform.
Add to My Projects
(Available only from the All Projects tab.)Click to add the selected project to the My Projects tab. The folders under the Newforma - Items to File Folder in your email client are also updated.
Remove from My Projects
(Available only from the My Projects tab.)Click to remove the selected project from the My Projects tab. The folders under the Newforma - Items to File Folder in your email client are also updated.
If you use this task to remove a project from the My Projects tab, it will not be moved to the Unused Project list of the Edit My Projects dialog box.
All Projects
Recent Files >
Click to list all recently open files from all projects. You can also choose Remove All Recent Files to remove all files from the list (the files are not deleted from the Windows file system).
Right-click on a file to open a menu with various commands you can perform.
Create Multi-Project Report
Click to open the Create a Multi-Project Report dialog box to select the projects to create a report for. After the projects are selected, the Create a Report dialog box opens, in which you can set the report parameters.
Project Center Administration
This task appears only if there are no administrators listed in the Administrators tab of the Project Center Administration activity center, in which case all users have administrative privileges. When a Project Center administrator is added, this task is immediately removed for all other users and becomes available only to the administrator and any other administrators that are subsequently added.
Click to open the Project
Center Administration activity center to manage and configure
Project Center projects, servers
(including the Newforma
Info Exchange Server), user accounts, and administrators.
Modify
Click to open the selected item's modify dialog box to edit the item.
View Form
Click to open the printable form corresponding to the project item selected.
Relate to
Click to select an existing project item and establish a relationship between it and the currently selected item. This gives you the ability to link two items that are related together. (For example, a markup session that is related to an action item.) Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list.
Select in Log
Click to open the selected item's activity center and highlight it in the log.
Select in Calendar
For a project timeline event, click to open the Project Timeline activity center and highlight the event.
See File Tasks panel.
See Email Tasks panel.
My Project Center
My Project and All Projects tabs
Click any area of the following example for information specific to that area. You can edit the list of projects in the My Projects tab using the Edit My Projects dialog box.
To locate other projects in the file system, click the Current Project drop-down list from the Toolbar and select More to open the Select a Project dialog box.
The maximum number of projects allowed in the My Projects tab is 100.
Project Name
The name of the project.
The
icon represents active projects.The
icon represents opportunity projects.The
icon
represents archived
projects.The
icon represents offline
projects.The
icon represents projects that are being repinned.
Number
The number of the project.
Phase
The phase of the project.
Type
The project's type.
Status
The status of the project: Active, Opportunity, Archive, or Offline.
Client
The name of the project's client.
Project Manager
The name of the project manager.
Address
The street address of the project.
Description
The description of the project.
Last Accessed
The date the project was last accessed.
Server
The Project Center Server on which the project resides.
Confidential
Indicates whether the project as confidential.
If No, this project is visible in the All Projects tab and available to all users regardless of operating system permissions for the project folder.
If Yes - Administrator Access, only Project Center administrators can access the project.
If Yes - Project Team Access, only contacts on the internal project team can access the project.
Email Address
The project's email address.
Access
Indicates how the project will be accessed (Local, Remote, or Mirrored) with regard to the current Project Center Server that your Project Center client is connected to.
Project Activity Summary
This section displays a comprehensive summary of the selected project. It displays a summary of the selected project's events, including open project items, project activity history, quick links, and project files.
You can configure this section using the Edit Project Activity Summary dialog box.
Click the following tabs to go straight to that section below.
Open Items tab
This tab , shown below, lists the following open project items:
Action items – on time; coming due; overdue.
Submittals – on time; coming due; overdue.
RFIs – on time; coming due; overdue.
Markup sessions – open.
Info Exchange file transfers – pending file transfers; pending RFIs; pending submittals.
Project Timeline – milestones, events, and holidays.
Transmittals – drafts.
When you first open this tab, your name is entered in the filter field of the Team Member column, so the list is filtered to show only your active items. In this example, the name of the team member has been removed so that all open items for the project are listed. Click the arrow next to View in Window to select the projects to view in the Open Project Items dialog box and to be able to resize the chart.
Status colors – Normal: black; Coming Due: blue; Overdue: red.
Activity Chart tab
This tab shows the activity history of the selected project in a chart, as shown below. Click the arrow next to View in Window to select the projects to view in the Project Activity History dialog box and to be able to resize the chart. Click Export to open the Choose Format dialog box to save the chart to a file. You can choose the type of file to create.
Show
You can select which Project Center items to display in the chart by marking the checkboxes in the Show section. You can also set the chart parameters from the drop-down lists in the Show section:
Bar is the default chart type. You can select several other types to suit your needs.
Month is the default time interval shown. You can also display the chart in weekly intervals.
This Year is the default date range. You can select several other date ranges.
If you select A Date Range from the bottom drop-down list, the end date will be limited to the current date. So if you choose any date after the current date, it will use the current date instead.
Project Files tab
This tab lists project files that were last modified in the selected time period, as shown below. Use the drop-down list to set the time period for which files to list.
Record copy .ZIP files and transmittal form .PDFs do not show up in this list.
Quick Links tab
The Quick Links tab lists information about action items, RFIs, submittals, Info Exchange transfers, transmittals, project email, and markups for the selected project. Click any link to go to that category in the selected project item's activity center.
Custom tabs
You can create custom activity tabs for project managers and other project team members to access information stored in other systems, such as Deltek Vision. To create a custom activity tab, see Create a Custom Activity Summary Tab.