How to...

ABC | DEF | GHI | JKL | MNO | PQR | STU | VWXYZ

To view this list by feature, see Frequently Asked Questions.

A B C

Add a company

Add a contact to multiple projects

Add a folder to a project

Add a new form template style to a Project Center Server

Add a physical transfer method

Add a project status

Add a project team member

Add a punch list item

Add a record document

Add a record document to a record document package

Add a revision to a record document

Add a submittal action

Add a subset to a document set

Add a transmittal purpose

Add an activity to the Project Home activity center

Add an RFI action

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 files to a transmittal

Add keyword values to a spreadsheet template

Add keywords to image files

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 punch list locations

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

Administrate Project Center

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

Approve submittals

Archive a document set

Archive a project

Archive action items

Archive contract management items

Archive the project timeline

Archive transmittals

Assign a different permission set to users

Assign action items

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

Assign roles

Back up Info Exchange Servers

Back up Project Center Servers

Batch compare drawings

Batch create projects

Batch import projects from a spreadsheet

Batch repin projects to a different Project Center Server

Batch repair broken project folder links

Bid

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 a markup session

Close an action item

Close contract management items

Close RFIs

Close submittals

Compare a document set

Compare a project file from the Document Sets activity center

Compare drawings using the Digital Light Table

Compare project files

Compare project folders

Compare record copies

Compare revisions of a record document

Compare transmittals

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 Activities list

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

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 custom field

Create a desktop shortcut to open a project

Create a document register report

Create a form letter

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 multi-project report

Create a new document set

Create a new markup

Create a new Project Activity Summary tab for the My Project Center activity center

Create a Newforma ID

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 similar daily report

Create a spreadsheet template for RFIs and import it

Create a spreadsheet template for submittals and import it

Create an action item

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 cost codes

Create markups within a markup session

Create projects

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 Activity Summary section of the My Project Center activity center and apply it to all users

Customize the Project Home activity center and apply it to all users

Customize your log view

D E F

Define a space

Define text regions in DWG stamps to allow word wrapping

Delete a company

Delete a document set

Delete a project

Delete action items

Delete an archive

Delete contacts

Delete contract management items

Delete email messages automatically after filing to Project Center

Delete field notes

Delete project email

Delete RFIs

Delete sketches

Delete submittals

Delete transmittals

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

Edit a document set

Edit a project

Embed SQL queries in Project Center templates

Enable Bluebeam notifications

Enable Bluebeam Studio for Submittal Review

Enable dragging and dropping from Novell GroupWise

Enable or disable the legacy Project Center Add-in for Microsoft Outlook Toolbar within Microsoft Outlook

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 DWF files from Revit

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 email message to multiple projects using the legacy Project Center Add-in for Microsoft Outlook

File an incoming transmittal

File an incoming transmittal from a Microsoft Outlook email message

File an incoming transmittal from Info Exchange

File an outgoing transmittal

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

Filter by column headers

Filter search results

Finalize a daily report

Finalize a site visit

Find all versions of a file

Find drawing objects with specific properties

Find the project ID number

Fix a broken link

Forward a contract management item for review

Forward a submittal for review

Forward an RFI for review

G H I

Generate a form letter

Generate a specialized report

Generate a standard activity center log report

Give recipients the option to partially download file transfers from Info Exchange

Group columns

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

Issue record documents

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 daily report

Log a field note

Log a potential change order

Log a Project Center item from Microsoft Outlook

Log a received contract management item

Log a site visit

Log a sketch

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

Mark up drawings

Mirror a project that resides on a remote Project Center Server

Modify the supplied Microsoft Word templates or create new Word templates

Modify user roles

Move a project folder to a new location on the network and repair broken links

Move or rename a file server

Open a project

P Q R

Print a Help topic

Print a transmittal form

Print a transmittal from a contract management item

Print a transmittal from a submittal

Print a transmittal from an RFI

Print meeting minutes

Print the project timeline

Process contract management items

Publish a project

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 document set

Rename a file server

Rename a project

Rename a project folder and repair broken links

Repath a project folder

Repath Projects

Repin a project to a different Project Center Server

Repost an expired shared folder

Request a file transfer

Reset missing permission sets

Resolve reference file paths for DGN files

Respond to a submittal sender

Respond to an RFI author

Respond to the contract management item initiator

Restore an email message filed to the wrong project and re-file it

Restore Info Exchange Servers

Restore Project Center Servers

Restrict user access

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 project folder

Search a set of search results

Search action items

Search CAD or BIM object properties

Search for files by name

Search for files that could not be indexed

Search for phrases

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 PDF files

Search Project Center Items

Search project email

Search scanned documents (OCR)

Search the Newforma Community Site

Select a custom template for a multi-project report

Send a document set

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

Send project files via email

Set access restrictions to project folders for storing files

Set up action items

Set up addendums

Set up building information management

Set up bulletins

Set up change order proposals

Set up change orders

Set up construction change directives

Set up contracts

Set Up cost codes

Set up daily reports

Set up document control and Newforma Plans

Set up document sets

Set up field notes

Set up Info Exchange

Set up meeting minutes

Set up Microsoft 365 Team Sync for Project Center

Set up potential change orders

Set up Project Center

Set Up project email

Set up project email addressing

Set up project images

Set up Project Information Link

Set up project keywords

Set up project teams

Set up proposal requests

Set up punch lists

Set Up record copies

Set up RFIs

Set up site visits

Set up sketches and supplemental drawings

Set up submittals

Set up supplemental instructions

Set up the Field Notes App

Set up the Newforma Contact Directory

Set up the BIM 360 Connector and EDMS Connection

Set up the BIM 360 Workflow Connector

Set up the Procore Connector

Set up the project timeline

Set up the spatial index

Set up transmittals

Share the project timeline with external project team members or other contacts

Sort columns

Sort the project team list by column headers

Stamp files

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

Take a project offline

Track milestones

Track phases

Track phone calls, conversations, tasks, site visits, and other meetings

Track submittal packages

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

Unassign action items

Undo a contract management action

Undo a submittal action

Undo an RFI action

Update Project Center clients automatically

Upload to Extranet Sites Using a Manifest File

Use Bluebeam to Review RFIs

Use Bluebeam to Review Submittals

Use Bluebeam to Review RFIs as a Single Reviewer

Use Bluebeam to Review Submittals as a Single Reviewer

Use Help

Use keyboard shortcuts

Use Newforma Project Information Link

Use Newforma to Newforma for connected workflow of contract management items

Use the Markups panel

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 a report

View the project timeline in Microsoft Outlook

 

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