How Tos

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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 Procore Connector
Set up the Procore Connector For information on the connector workflow, please see Procore to Project Center Workflow for Submittals and RFIs. Have questions? View the Procore Connector FAQs. The...
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...
Share the Project Timeline with External Project Team Members or Other Contacts
Share the Project Timeline with External Project Team Members or Other Contacts You can share the project timeline with external project team members who use Info Exchange, or with any...
Sort Columns
Sort Columns See Column Sorting, Filtering, and Grouping....
Sort the Project Team list by Column Headers
Sort the Project Team List by Column Headers You must hide project team groups to be able to sort project teams by column headers. Perform the following steps to hide...
Stamp Files
Stamp Files Perform the following steps to stamp a file in the Newforma Viewer. Scroll to the bottom for information on word wrapping. To stamp a file If you are...

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