Newforma Info Exchange Tenth Edition Help  

 

Companies Log

This page shows all companies from the Project Center global database.

This page is available only if you are an internal (Project Center) user.

Columns

Expand Company

Click the plus sign to the left of the company to view all contacts for the company, including their contact information.

Modify

Click  to modify the company.

Name

The name of the company.

Phone

When multiple locations/offices exist for a company, the phone number to the primary location is displayed.

When you have only one location, it becomes the primary location.

City

When multiple locations/offices exist for a company, the city for the primary location is displayed.

State

When multiple locations/offices exist for a company, the state for the primary location is displayed.

Country

When multiple locations/offices exist for a company, the country for the primary location is displayed.

Main Contact

The main contact assigned for the company.

Discipline

Disciplines assigned to the company.

Rating

The company rating, on a scale of 1 (worst) to 5 (best). Edit the company to set the rating value.

 

Additional fields

The following fields can be added to the Companies log by clicking the Show/Hide Columns button to access the Field Chooser.

 

Address Type

The address type for the company location. Common options are: Main, Office, Job Site. Available options are retrieved from your global keywords list.

 

Company Type

The company type. Available options are retrieved from your global keywords list.

 

Email

The email address of the main contact for the company.

 

Fax Number

The company fax number.

 

Locations

Displays a list of all locations defined for the company.

 

Notes

Displays any notes entered on the Notes tab for the company on the Company Information dialog box.

 

Spec Section

Displays spec sections assigned to the company. Available options are retrieved  from your global keywords list.

 

Street

Displays the street name for the primary location.

 

Street Address

Displays the complete address for the primary location.

 

Web Site

Displays the company website.

 

Zip

Displays the zip code for the primary location.

 


Log Page Tools

The following tools are available in the Companies Log toolbar. For more information, refer to Log Page Tools.

Add Company

Click to open the Add Company dialog box to add a new company.

Export

Click to export the items in this log.

Show/Hide Column Filters

Click    to toggle on/off the column filters.

Show/Hide Group By Panel

Click  to toggle on/off the group by panel.

Show/Hide Columns

Click    to access the Field Chooser to add or remove columns from the log grid.

 

To access this page

From the toolbar, click Directory > Companies.

If companies are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.