How Tos

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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 Field Notes App
Set Up the Field Notes App The Newforma Field Notes App enables users to work with Project Center project data in the field, capture field notes, and synchronize the information...
Set Up the Newforma Contact Directory
Set Up the Newforma Contact Directory All internal Project Center users can use the Newforma Contact Directory to view information related to any contact or company that their firm does...
Set Up the Project Timeline
Set Up the Project Timeline Use the following guidelines to set up projects so that internal and external Project Center users can use the project timeline in Project Center and...
Set Up the Spatial Index
Set Up the Spatial Index Use the following guidelines to set up projects so that internal and external Project Center users can use the spatial index in Project Center and...
Set Up Transmittals
Set Up Transmittals Use the following guidelines to set up projects so that internal and external Project Center users can use transmittals in Project Center and Info Exchange. You must...

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