Create Phase dialog box

Use this dialog box to record a new project phase in the project timeline.

Title

Enter a title for the project phase.

Start Date

Select the start date of the phase from the drop-down calendar.

End Date

Select the end date of the phase from the drop-down calendar.

 

Click to open the Calendar Item Recurrence dialog box to configure the settings for a recurring phase.

Color

Select a color to represent the phase from the drop-down color menu.

Invitees

Created By

Indicates who created the phase.

Team Members

Select the project team members who were involved in this phase. You can select the Entire Project Team, the Internal Project Team, or Selected Team Members. If you choose the Selected Team Members option, the Team Members button is activated, which you can click to open the Choose a Project Team Member dialog box to select particular team members.

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Comments tab

Enter any comments about the phase in this tab.

 

Email Log tab

This tab lists all email messages associated with this phase. When a user clicks File in Project (then chooses the Timeline Items option from the Add to Project Item dialog box) from the Project Center Add-in for Microsoft Outlook Toolbar, the email message appears here.

You can copy and paste email messages from Microsoft Outlook and Windows Explorer into this tab.

Double-click an email message to open it in Microsoft Outlook. From there, you can reply to or forward the message.

When you select an email message, a preview appears in the right pane.

Add	Click to select an email message to add to the Email Log.
Remove	Click to remove the selected email message from the Email Log.

 

Supporting Documents tab

Use this tab to attach files to the phase, and to view existing files.

For example, if you record an phase, and a particular drawing is related to it, you can use this tab to attach the drawing file to the phase.

You can copy and paste and drag and drop files from Windows Explorer into this tab.

Supporting documents are live links to project files. If the file is modified, the contents in the files listed here change accordingly.

Set Order	Click to open the Set Document Order dialog box to set the order of the documents.
Add Files	Click open the Add Supporting Documents dialog box to locate and attach a file to the phase.
Share with External >  Yes	Click to allow the selected files to be shared with external project team members through Info Exchange.
Remove	Click to remove the selected supporting file from the phase.

Preview tab

A preview of the selected file appears here.

Related Items tab

This tab lists all Project Center items related to the file.

 

Related Items tab

Add Sub Phase > Another Timeline Phase

Click to open the Select Phase dialog box to make another phase a sub-phase to the current phase.

Set Parent > Another Timeline Phase

Click to open the Choose Parent dialog box to make this phase a sub-phase of another phase.

The following Create Related >  actions only appear in the Modify Phase dialog box.

Create Related > Action Item

Click to open the Identify an Action Item dialog box to create a new action item and link it to the current phase.

Create Related > Transfer > Via Email

Click to open the Send Files to Email Recipients dialog box to send project files via email. Nothing is logged in this tab.

Create Related > Transfer > Via Info Exchange

Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to transfer project files via your Newforma Info Exchange Server and link the transfer to the current phase.

Create Related > Transmittal > Via Email

Click to open the Send Files and Create an Outgoing Transmittal dialog box to send project files via email, file an outgoing transmittal for a file transfer, and link the transfer to the current phase.

Create Related > Transmittal > Via Info Exchange

Click to open the Transfer Files and Create an Outgoing Transmittal dialog box to transfer project files via your Newforma Info Exchange Server, create a new outgoing transmittal for the file transfer, and link the transfer to the current phase.

Create Related > Contract Management > Item

Click to open the Create Contract Management Item dialog box for the type of contract management item you selected to create a new item and link it to the current phase.

Create Related > Web Link

Click to open the Create Web Link dialog box to enter a web link and automatically relate it to the Project Center phase. After it is created, the Relation Type column will indicate Web Link, and users can double-click on it to open the website.

 

Relate to >

Click to select an existing project item and establish a relationship between it and the currently selected phase. This gives you the ability to link two items that are related together. (For example, an action item that is related to a phase.) Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list.

Share with External > Yes

Click to allow the selected items to be shared with external project team members through Info Exchange.

Remove

Click to unlink and remove the selected project item from the Related Items tab.

Removing a related item from the Related Items tab does not remove it from the database.

The Relation Type column  has two icons to indicate the relationship type:

●        The icon indicates that the relationship was created by a user and can be deleted (such as an action item related to a phase).

●        The icon indicates that the relationship was created by Project Center and cannot be deleted (such as a transmittal or record copy related to a phase).

 

Change Log tab

This tab lists the dates and project team members who created and modified the phase, and any details.

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Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to this phase that you can use for filtering.

Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

 

To access this dialog box

Click Add > Phase from the Tasks panel of the Project Timeline activity center.