The following list shows all available tasks for the Projects tab.

Project Management

Create > Create Project

Click to open the Create Project dialog box to select how to create a new project. You can create as many projects as necessary.

Create > Create Template

Click to open the Create Template dialog box to create a new project template. You can create as many project templates as necessary.

Create > Batch Create Multiple Projects

Click to open the Batch Project Creation dialog box to create multiple projects at once. You can create as many projects as necessary.

Utilities > Restore Projects from Backup

Click to open the Choose a Project Center Backup File dialog box to restore a Project Center project using a backup file.

Utilities > Repath Project Folders

Click to open the Repath Project Folders dialog box to change or fix the location of the project folders for a project.

Utilities > Repin Projects to Another Server

Click to open the Repin Projects dialog box to batch move multiple projects to a different Project Center Server.

Create Report > Project Summary Report

Click to open the Create Report dialog box to create a summary report of all listed projects.

Create Report > Disk Utilization Report

Click to open  the Create Report dialog box to select the type of disk utilization report to create. This report summarizes all disk usage by number of files and KBs stored per project folder for both Project Center and Info Exchange. If the Details option is specified, it also displays the known file types (for example, published files, email, etc.). The known file types correspond to supported file types that Project Center can index. Project folder locations that no longer exist are indicated by Broken Link next to the folder name.

Access Newforma Support

Click to open the Newforma support website.

Return to My Project Center

Click to return to the My Project Center activity center.

Selected Project

Edit Settings

Click to open the Edit Project Settings dialog box to edit the selected project’s settings.

Open

Click to open the selected project in Project Center.

Change Settings > Project Information > Setting

Click an option to change its setting for the selected project. The fields are described in the Edit Project Settings dialog box.

Change Settings > Custom Fields > Setting

Click a custom field to change its setting for the selected project.

Change Settings > Project Folders > Setting

Click an option to change its setting for the selected project. The fields are described in the Edit Project Settings dialog box.

Change Settings > Admin > Setting

Click an option to change its setting for the selected project. The fields are described in the Edit Project Settings dialog box.

Change Settings > Info Exchange > Setting

Click an option to change its setting for the selected project. The fields are described in the Edit Project Settings dialog box.

Project Utilities > Export to Spreadsheet Template

Click to open the Save Template dialog box to create a project template based on the selected project. You can then use the templateProject templates are Excel spreadsheets used to supply configuration settings and default data for Newforma projects. Templates allow administrators to specify many of the settings they would normally be prompted for when creating a project. when creating new projects to save time. All you have to do is edit the fields that are different or blank in the new project.

Project Utilities > View Project Change Log

Click to open the Project Change Log dialog box to view the events that have occurred in the selected project.

Project Utilities > Show Project Item Locks

Click to open the Project Item Locks dialog box to see which Project Center items are locked in the selected project, and to unlock locked items.

Project Utilities > Repath Folder

Click to open the Repath Folder dialog box to repath a project folder to repair its broken links because it was moved to another project folder.

Project Utilities > Repin to Another Server

Click to open the Choose New Server dialog box to move the selected project to another Project Center Server.

Project Utilities > Apply Spreadsheet Template

Click to open the Import from Spreadsheet Template dialog box to import and apply the project setting values from a project templateProject templates are Excel spreadsheets used to supply configuration settings and default data for Newforma projects. Templates allow administrators to specify many of the settings they would normally be prompted for when creating a project. to the selected projects.

Project Utilities > Reset Missing Keyword Lists and Permission Sets

Click to open the Keyword Lists and Team Members Permission dialog box to reset any missing 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. lists and/or permission sets.

Project Utilities > Move Project Off-line

Click to open the Move Project Off-Line dialog box to take the project off-line.

Project Utilities > Bring Project Online

This task only appears for off-line projects.

Click to bring an offline project back online.

Project Utilities > Change Storage Label

This task appears only if the project is offline.

Click to open the Change Storage Label dialog box to change the storage label of an offline project.

Newforma to Newforma > Manage Connected Projects

Click to open the Manage Connected Projects dialog box to view and remove projects that are connected to the currently selected project using Newforma to Newforma.

Newforma to Newforma > Connect with Another Company’s Project

Click to open the Select Connected Company dialog box to select the company and project to connect the selected project to using Newforma to Newforma.

Create Template from Project

Click to open the Create Template dialog box to create a new project template based on the selected project’s settings. You can then use the new template as the basis for future projects.

Delete

Click to delete the selected project.

Selected Template

Edit Settings

Click to open the Edit Template Settings dialog box to edit the selected project template’s settings.

Open

Click to open the selected project template in Project Center.

Change Project Settings > Project Information > Setting

Click an option to change its setting for the selected project template. The fields are described in the Edit Project Settings dialog box.

Change Settings > Custom Fields > Setting

Click a custom field to change its setting for the selected template.

Change Project Settings > Project Folders > Setting

Click an option to change its setting for the selected project template. The fields are described in the Edit Project Settings dialog box.

Change Project Settings > Admin > Setting

Click an option to change its setting for the selected project template. The fields are described in the Edit Project Settings dialog box.

Change Project Settings > Info Exchange > Setting

Click an option to change its setting for the selected project template. The fields are described in the Edit Project Settings dialog box.

Project Utilities > Export to Spreadsheet Template

Click to open the Save Template dialog box to create a project template based on the selected project. You can then use the templateProject templates are Excel spreadsheets used to supply configuration settings and default data for Newforma projects. Templates allow administrators to specify many of the settings they would normally be prompted for when creating a project. when creating new projects to save time. All you have to do is edit the fields that are different or blank in the new project.

Project Utilities > View Project Change Log

Click to open the Project Change Log dialog box to view the events that have occurred in the selected project template.

Project Utilities > Repath Folder

Click to open the Repath Folder dialog box to repath a project folder to repair its broken links because it was moved to another project folder.

Project Utilities > Repin to Another Server

Click to open the Choose New Server dialog box to move the selected project template to another Project Center Server.

Change Project Settings > Apply Spreadsheet Template

Click to open the Import from Spreadsheet Template dialog box to import and apply the project setting values from a project templateProject templates are Excel spreadsheets used to supply configuration settings and default data for Newforma projects. Templates allow administrators to specify many of the settings they would normally be prompted for when creating a project. to the selected projects.

Project Utilities > Reset Missing Keyword Lists and Permission Sets

Click to open the Keyword Lists and Team Members Permission dialog box to reset any missing 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. lists and/or permission sets.

Create Similar Template

Click to open the Create Template dialog box to create a new project template based on the selected project template’s settings. You can then use the new template as the basis for future projects.

Delete

Click to delete the selected project template.

Project Center Administration

The Projects tab lists the Project Center projects and project templates by server location. Select a project from the list to access tasks you can perform on it.

Location

Select the Project Center Server location from which you want to display projects from the drop-down list. All projects on all Project Center Servers at that location will be displayed. To display all projects from all server locations, select All Locations.

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 project or template that you are searching for (or the phase, manager, etc.), enter at least part of the text in this field. The Items list updates automatically as you type. For example, if the project 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 projects that have the number 30 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 suname bject, 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

The information for each column was entered when the project was created. You can edit it using the Edit Project Settings dialog box. All columns are listed here. Right-click on any column header to add and remove columns. Click the icons for more filtering options.

Icon

• The icon represents active projects.

• The icon represents opportunityOpportunity is a project that business development is pursuing. The firm is doing work, creating files, filing email, etc. related to the proposal. Employees are billing hours. But the firm does not have a contract with the client. projects.

• The icon represents archived projects.

• The icon represents offline projects.

• The icon represents projects that are being repinned.

• The icon represents active templates.

Name

The name of the current project or project template.

Number

The project’s number.

Template

No indicates the item is a project. Yes indicate the item is a project template.

Phase

The project’s phase.

Company Roles

The role the company plays on the project.

Project Manager

The name of the project managerResponsible for the day-to-day working relationship with the client/building owner/developer; Logistical coordinator of design and construction; Identifies and tracks resolution of issues that are the responsibility of others; Responds to inquiries from client and reviewing agencies..

Principle in Charge

The contact who is the principle at the firm who oversees this and other projects.

Address

The project’s street address.

City/State/Zip Code/Country

The city, state, zip code, and country in which the project is located.

Description

The description of the project.

Last Accessed

The last time anyone opened the project.

Type

The project’s type.

Status

The project’s status: Active, Opportunity, Archive, or Offline.

Server

The name of the Project Center Server on which this project resides.

Confidential

Indicates whether the project is confidential. See Create Project dialog box or Edit Project Settings dialog box for more information.

Email Address

If the project has its own email address, it appears here.

Office 365

Indicates whether or not the Office 365 Team Sync is enabled for the project.

Access

Local indicates the project is on a local Project Center Server. Remote indicates it’s on a remote one.

Main Contact

The primary contact at the company that owns the project.

Client Project Number

The number the client gave to the project.

Project Site

The location of the project.

Info Exchange

Yes indicates that the project has been posted to and is available on Newforma Info Exchange.

Last Modified

The date anything in the project was last modified in any way.

Last File Write Time

The last time any file in the project was modified.

Last Info Exchange Sync

The last time Project Center automatically synced the project with Info Exchange.

Project File Count

The total number of files in the project.

Project File Size

The total size of all the files in the project.

Offline Storage Label

If the project was taken offline, this is the label for the type and location of external media that stores the project files.

Last Backup Path

The location in which the last project backup was saved. The backup location is set in the Project Center Administration activity center Servers tab.

Connected to

If the project is connected to another project via Newforma to Newforma, the name of the company the project is connected to appears here.