Project Center administrators can set which tasks appear here using the Remove Contract Management Item Tasks dialog box.

Sketches

Log a Sketch

Click to open the Log a Sketch dialog box to log a sketch in this activity center.

Create a Report

Click to open the Create Report dialog box to select the type of sketch report to create.

Import Spreadsheet

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

Selected Sketch

Modify

Click to open the Modify a Sketch dialog box to edit the settings for the selected sketch, including the status, reasons, and the description.

Create Similar Sketch

Click to open the Log a Sketch dialog box to create a new sketch based on the one selected. The new one contains most of the information from the original, except for unique identifiers such as the ID. The new one is also automatically related to the original. Supporting documents from the original are included.

If the original contains a receive action with files and/or description of contents entries, the Select Files and Description of Contents dialog box opens first, enabling you to select the items to include in the new copy.

View Form

Click to open the Sketch form to view or print the selected sketch’s history and details.

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 an item that has related markup sessions.

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

Related Items >

See the Related Items Tasks topic for information.

Send Email About Sketch

Click to open an email message in Microsoft Outlook to send to contacts. The email message includes information about the sketch.

Delete

Click to delete the selected sketch from Project Center.

You must be a Project Center administrator and have a contract management role to delete sketches

See Related Item Tasks panel.

Sketches and Supplemental Drawings

This section lists the sketches and supplemental drawings in the current project.

Category drop-down list

• Select All Sketches to list all sketches.

• Select All Open Sketches to list all sketches with a status of Open

• Select All Closed Sketches to list all sketches with a status of Closed.

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 sketch that you are searching for (or the status, type, etc.), enter at least part of the text in this field. The Items list updates automatically as you type. For example, if the sketch 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 sketches 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.

Columns

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

Type

The sketch’s type.

ID

The ID number of the sketch.

Subject

The subject of the sketch.

Status

The status of the sketch:

• Open – A sketch that was created but not yet incorporated into the drawing set.

• Closed – A sketch that was created and the details were incorporated into the drawing set.

• Void – A sketch that was created but the idea was abandoned and incorporated into the drawing set.

Created By

The contact who created the sketch.

Reasons

The reasons the sketch was created.

Discipline

Any disciplines applied to the sketch.

File

The full path to the sketch file.

Related Items

If the sketch 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.

Created

The date the sketch file was created.

Last Updated

The date the sketch file was last updated.

Closed

When the sketch’s status was set to Closed.

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 sketch.

Supporting Documents

Any files attached to the sketch.

Internal Notes

Any notes added to the sketch. These are also in the Description tab.

Description tab

Any messages and internal notes included with the sketch appear here. If the sketch originated from an email message, the contents of the email is added here.

Preview tab

This tab shows a preview of the selected sketch file.

Email Log tab

This tab lists all email messages associated with the selected sketch. When you click File in Project or File as (then choose the Sketch option) from the legacy Project Center Add-in for Microsoft Outlook Toolbar, the email message appears here.

You can copy and paste and drag and drop 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.

The number in parentheses indicates the number of email messages filed to the sketch.

Supporting Documents tab

Use this tab to attach files to the selected sketch, and to view attached files. For example, if you receive a sketch and a particular drawing is related to it, you can use this tab to attach the drawing file to the sketch. Another example is if you receive a file with a sketch, mark it up, and want to send the marked up file to a reviewer. Also, files sent using the Add to > Sketch task are added to this tab.

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

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 sketch.

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 sketch.

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 sketch.

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 sketch.

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 sketch.

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 sketch.

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

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 sketch).

Change Log tab

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