Record Copies

●       Create a Report

Click to open the Create a Report dialog box to select the type of record copy report to create.

Selected Record Copy

●       Extract to a Folder

Click to extract the contents of the selected record copy's .ZIP file to project folder.

●       Compare Contents to > A Folder

Click to open the Select Folder dialog box to select a project folder to compare to the contents of the selected record copy's .ZIP file. After you select the folder, the Compare Results window opens with the results.

●       Compare Contents to > A Document Set

Click to open the Select Document Set dialog box to select a document set to compare to the contents of the selected record copy's .ZIP file. After you select the document set, the Compare Results window opens with the results.

●       Compare Contents to > A Record Copy

Click to open the Select Record Copy dialog box to select another record copy to compare to the contents of the selected record copy's .ZIP file. After you select the record copy, the Compare Results window opens with the results.

●       Select in Explorer

Click to open Windows Explorer to the location where the record copy's .ZIP file is physically stored on your local computer or network.

●       Delete

Click to delete the selected record copy and its .ZIP file. It will be removed from your file system.

●       Repair Broken Link to Record Copy

Click to open the Change Path of Project File dialog box to correct the path of a .ZIP file with a broken link.

See File Tasks panel.

See Email Tasks panel.

See Related Item Tasks panel.

Record Copies

Filter All Columns

You can filter by any text that appears in any of the Items columns. For example, if you know the subject (or part of the subject) of the record copy that you are searching for (or the size, date, etc.), enter at least part of the text in this field. The Items list updates automatically as you type. For example, if the record copy you are searching for has the number 30 somewhere in one of the columns, enter 30 in this field. The list will be narrowed down to only record copies that have the number 30 somewhere in one of the columns.

Click to toggle between showing and hiding the column filter fields.

Clear

Click to clear all filters.

Group by

Click to group by the any of the columns. For example, if you want to group the list of items by subject, select Subject from the drop-down list. The items will be grouped into separate sections alphabetically by subject. See Column Sorting, Filtering, and Grouping for more information.

Columns

The log contains all record copies for the current project. All columns are listed here. Right-click on any column header to list and de-list columns. Click the icons for more filtering options.

Subject

The subject of the Project Center item or file transfer that the record copy was created from.

Type

The type of Project Center item that created the record copy .

Date

The date the record copy was created.

Created By

The contact who created the Project Center item or transfer.

Related Items

If the record copy has any related items, the icons appear here.

Related Project Items

This column is a text version of the icons in the Related Items column. The text will appear in reports.

Size

The size of the record copy's .ZIP file.

Path

The full path to the record copy's .ZIP file.

Change Log tab

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

Files tab

This tab lists the files in the selected record copy's .ZIP file.

Related Items tab

This tab lists all related Project Center items for the selected record copy.

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 record copy.

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 record copy.

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 record copy.

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 record copy.

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 record copy.

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 record copy. This gives you the ability to link two items that are related together. (For example, a markup session that is related to a record copy.) 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.

Share with External

Click and select Yes to allow the selected web link 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 record copy).

●        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 record copy).