Spatial Index

●       Create Space

Click to open the Create Space dialog box to define and log a new space.

●       Define a Space Type

Click to open the Define Space Type dialog box to define a new space type. The definition will be available in the Space Type list (select Space Types from the category drop-down list).

●       Edit in Spreadsheet

Click to open the Save Spreadsheet dialog box to export the spaces to a Microsoft Excel spreadsheet that you can then edit and re-import. The spreadsheet opens automatically and prompts you to re-import when you are done editing it.

If you don't have Microsoft Excel installed, the spreadsheet will not open.

●       Utilities > Import Spreadsheet

Click to open the Select Spreadsheet dialog box to select a Microsoft Excel spreadsheet containing space data and extended properties that you want to import.

●       Utilities > Export Spreadsheet

Click to open the Save Spreadsheet dialog box to select the Microsoft Excel spreadsheet to export the project's spaces and extended properties to.

●       Utilities > Edit Extended Properties

Click to open the Edit Spatial Index Extended Properties dialog box to add extended properties to the spatial index, as well as edit them. You can also edit property synchronization settings for Newforma Project Information Link.

●       Create a Report

Click to open the Create a Report dialog box to select the type of spatial index report to create.

You can customize which columns appear in reports simply by selecting which columns to show and hide in the activity center. Simply right-click on column headers to add or remove columns. A checkmark indicates the column will appear in the activity center and the report.

Selected Space

●       Modify

Click to open the Modify Space dialog box to modify the information about a space.

●       Modify Space Type

This task is available only when you select a space that has a space type listed.

Click to open the Modify Space Type Definition dialog box to modify the definition for a space type.

●       View Form

Click to open the Space Item form to view or print the details of the selected space.

●       Show in Autodesk Revit

Click to display the selected space in Autodesk Revit.

This task will appear only if you have Autodesk Revit installed and the space is assigned.

●       Data Sheet > Open with...

Click to open the data sheet that is linked to the selected space.

●       Review Related Action Items

Click to open the Related Action Items activity center to view action items related to the selected item.

●       Review Related Markup Sessions

This task is available only when you select a space that has related markup sessions.

Click to open the Related Markup Sessions activity center to view information about and preview the space's related markup sessions.

●       Related Items >

See the Related Items Tasks topic for information.

●       Delete

Click to delete the selected space.

Selected Space Type

●       Modify

Click to open the Modify Space Type Definition dialog box to modify the information about a space type.

●       View Form

Click to open the Space Item form to view or print the details of the selected space type.

●       Show in Autodesk Revit

Click to display the selected space in Autodesk Revit.

●       Data Sheet > Open with...

Click to open the data sheet that is linked to the selected space type.

●       Review Related Action Items

Click to open the Related Action Items activity center to view action items related to the selected item.

●       Review Related Markup Sessions

This task is available only when you select a space that has related markup sessions.

Click to open the Related Markup Sessions activity center to view information about and preview the space type's related markup sessions.

●       Delete

Click to delete the selected space type.

See File Tasks panel.

See Email Tasks panel.

See Related Item Tasks panel.

Spatial Index

Category drop-down list

• Select All Spaces to list all spaces in the spatial index.

• Select All Linked Spaces to list only spaces that have been synced with Autodesk Revit.

• Select All Unlinked Spaces to list only spaces that are not synced with Autodesk Revit.

• Select Space Types to list only space types.

Filter All Columns

You can filter by any text that appears in any of the Items columns in this section. For example, if you know the name (or part of the name) of the space that you are searching for (or the area, space type, etc.), enter at least part of the text in this field. The Items list updates automatically as you type. For example, if the space 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 spaces 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 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.

Columns

All columns are listed here. Right-click on any column header to list or de-list columns. Click the icons for more filtering options.

If extended properties were added using the Utilities > Edit Extended Properties task, they will appear as additional columns (in addition to the default columns listed here) in this dialog box. There could be many additional columns , depending on how many have been added.

System Type

The keyword used to describe a functional category.

Number

The space's number.

Name

The name of the space or space type.

Space Type

The keyword used to describe an ad hoc collection of spaces.

Area

The name of the area. The area is the section of a space that has been synced from Revit. If the space is not synced, it will always be zero.

Team Members

The project team members involved with the space.

Related Items

If the space or space type 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.

Related Model

The building model that contains the space. This field is populated automatically by Newforma Project Information Link during synchronization.

Keywords

Any 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. applied to the space or space type.

Description tab

This tab displays the text entered in the selected space's Description tab (from the Modify Space dialog box).

Email Log tab

This tab lists all email messages associated with the selected space. You can drag and drop email messages from Microsoft Outlook and Windows Explorer into this log.

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

The number in parentheses indicates the number of email messages linked to the space.

Supporting Documents tab

Use this tab to attach files to the selected space, and to view attached files. For example, if you define a space based on a drawing, you can use this tab to attach the drawing file to the space. Also, files sent using the Add to > Space task are added to this tab.

The number in parentheses indicates the number of files that are attached to the space.

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

Preview tab

A preview of the selected file appears here.

Related Items tab

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

Related Items tab

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

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 space.

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 space.

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 space.

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 space.

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 space.

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 space. This gives you the ability to link two items that are related together. (For example, an action item that is related to a space.) 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 space).

●        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 space).

Change Log tab

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