Modify Model View dialog box

Use this dialog box to modify the properties for an existing model view.

Name

The name of the model view.

Author

The author of the model view. Click Author to open the Choose a Project Team Member dialog box and select a team member.

Members

The project team members involved with the model view. Click Members to open the Choose a Project Team Member dialog box and select team members.

Category

The model view's category.

Disciplines

Any disciplines applied to the model view. Click Disciplines to open the Choose Disciplines dialog box and select the disciplines.

Keywords

Any keywords applied to the model view.

 

Description tab

Enter any necessary descriptions for the model view on the Description tab.

 

Email Log tab

This tab lists all email messages associated with this model view.

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.

 

1   The number in parentheses indicates the number of email messages filed in the model view.

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.

To preview email messages, right-click in the list and select Preview >.

Supporting Documents tab

Use this tab to attach files to the selected model view, and to view attached files. For example, if you define a model view based on a drawing, you can use this tab to attach the drawing file to the model view.

1   The number in parentheses indicates the number of files that are attached to the model view.

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

Set Order	Click to open the Set Document Order dialog box to set the order of the documents.
Add Files > Another Project File	Click open the Add Supporting Documents dialog box to locate and attach a file to the model view.
Remove	Click to remove the selected supporting file from the model view.

Preview tab

A preview of the selected file appears here.

Related Items tab

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

Related Items tab

This tab lists all related Project Center items for the selected model view.

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 model view.

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 model view.

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 model view.

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 model view.

Create Related > Contract Management> 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 CM item and link it to the current model view.

Create Related > Web Link

Click to open the Create Web Link dialog box to enter a web link and automatically relate it to the selected Project Center item. 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 model view. This gives you the ability to link two items that are related together. (For example, an action item that is related to a model view.) Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list. When you create a relationship between two items, each item's icon is added to the other item's Related Items column and tab.

Remove

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

1   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 model view).

●        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 model view).

 

Change Log tab

This tab displays a history of the actions taken on this addendum, including when it was created, modified, who was involved, and any details.

 

To access this dialog box

Select a model view in the Model Views activity center and click Modify in the Tasks panel.