How Tos

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Set Up Punch Lists
Set Up Punch Lists Use the following guidelines to set up projects so that internal and external Project Center users can use punch lists in Project Center and Info Exchange....
Set Up Record Copies
Set Up Record Copies Use the following guidelines to set up projects so that internal and external Project Center users can use record copies in Project Center and Info Exchange....
Set Up RFIs
Set Up RFIs Use the following guidelines to set up projects so that internal and external Project Center users can use RFIs in Project Center and Info Exchange. You must...
Set Up Site Visits
Set Up Site Visits Use the following guidelines to set up projects so that internal and external Project Center users can use site visits in Project Center and Info Exchange....
Set Up Sketches and Supplemental Drawings
Set Up Sketches and Supplemental Drawings Use the following guidelines to set up projects so that internal and external Project Center users can use sketches and supplemental drawings in Project...
Set Up Submittals
Set Up Submittals Use the following guidelines to set up projects so that internal and external Project Center users can use submittals in Project Center and Info Exchange. You must...
Set Up Supplemental Instructions
Set Up Supplemental Instructions Use the following guidelines to set up projects so that internal and external Project Center users can use supplemental instructions in Project Center and Info Exchange....
Set Up the API Service Account
Set Up a Newforma API Service Account The Newforma API Service Account role automatically grants the permissions required for successfully interacting with Project Center connectors. This streamlines the connector configuration...
Set Up the BIM 360 Connector and EDMS Connection
Set Up the BIM 360 Connector and EDMS Connection For details on setting up the BIM 360 connector, please see the following KB article on the Customer Community: https://customercommunity.newforma.com/s/article/How-to-setup-the-BIM-360-EDMS-Connector  ...
Set up the BIM 360 Workflow Connector
Set up the BIM 360 Connector for Workflow For information on the connector workflow, please see BIM 360 to Project Center Workflow for Submittals and RFIs. Have questions? View the...

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