Project Center Administration Activity Center Companies tab
Use this activity center to manage and configure Project Center and all of the companies in its database. Information such as the company name, main contact, number of locations, and web address are stored in the companies database.
● To add a company to the database manually, click the Add Company task to open the Add Company dialog box.
● To add multiple companies from a template, click the Import Companies from Template task.
This activity center is only available to Project Center administrators. Administrators are listed in the Licensing tab. If no administrators are listed, all Project Center users have administrative privileges until the first administrator is added.
Switching tabs does not update the information in this activity center. Click the button to get the latest information.
The following list shows all available tasks for the Companies tab.
● Add Company
Click to open the Add Company dialog box to add a new company to the Project Center database manually.
● Email All Company Contacts
Click to open an email message in Microsoft Outlook addressed to all users listed under the Main Contact column.
● Import Companies from Template
Click to open the Select Spreadsheet dialog box to select the Microsoft Excel spreadsheet containing the companies you want to import into the companies database.
● Export Companies to Template
Click to open the Save Template dialog box to save the companies in the database to a Microsoft Excel spreadsheet that can be used as a project template.
● Create Report
Click to open the Create Report dialog box to select the type of Project Center companies report to create. All companies are listed.
● Access Newforma Support
Click to open the Newforma support website.
● Return to My Project Center
Click to close this activity center and return to the My Project Center activity center.
Click to open the Modify Company dialog box to edit the selected company's information.
● Email Company Contact
Click to open a new email message to send to the main contact of the selected company.
● Newforma to Newforma > Send Connection Request
● Newforma to Newforma > Edit Project Data Sources
● Newforma to Newforma > Remove Connection Information
Click to dissolve the connection between your company and the selected company.
Click to remove the selected company from the Companies tab, from all projects it is a member of (its information is removed from the Project Team activity center for all projects that it is a member of), and from Info Exchange. Once removed, the company will no longer be able to log into Info Exchange.
● Export Selected Companies to Template
Click to open the Save Template dialog box to save the selected company to a Microsoft Excel spreadsheet that can be used as a project template.
Click to remove the selected companies from the Companies tab, from all projects they are members of (their information is removed from the Project Team activity center for all projects that they are members of), and from Info Exchange. Once removed, the companies will no longer be able to log into Info Exchange.
● Export Selected Companies to Template
Click to open the Save Template dialog box to save the selected companies to a Microsoft Excel spreadsheet that can be used as a project template.
● Merge Companies
Click to open the Merge Companies dialog box to merge two duplicate companies into one.
Project Center Administration
All columns are listed here. Right-click on any column header to list or de-list columns. Click the icons for more filtering options.
Filter All Columns
You can filter by any text that appears in any of the columns. For example, if you know the name (or part of the name) of the company you are searching for (or the location, main contact, etc.), enter at least part of the text in this field. The company list updates automatically as you type. For example, if the company you are searching for has the letter m somewhere in one of the columns, enter m in this field. The list will be narrowed down to only companies that have the letter m somewhere in one of the columns.
Click to clear all filters.
Click to toggle between showing and hiding the column filter fields.
Click to group by the any of the columns. For example, if you want to group the list of items by name, select Name from the drop-down list. The items will be grouped into separate sections alphabetically by name. See Column Sorting, Filtering, and Grouping for more information.
The full name of the company.
The company's main phone number.
The company's address.
The type of address listed.
The main contact for the company.
The main contact's email address.
The company's website.
The company's fax number.
The specification section applied to the company.
Disciplines applied to the company.
The locations in which the offices are located.
# of Locations
The number of locations the company has.
Any notes about the company.
The rating given to the company.
The company's type.
Indicates whether or not the company is connected via Newforma to Newforma.
Indicates if the company was added to the database manually or imported from another source.
Show in Company Lists
Indicates whether the company is displayed in company lists.
To access this activity center
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