How Tos

Upload Files to an Info Exchange Folder

Upload Files to a Shared Folder Perform the following steps to upload files to a shared folder. Depending on your browser, you may also be able to drag and drop...

Upload Supporting Documents

Upload Supporting Documents Perform the following steps to upload supporting documents to a project item. This option is only available for internal (Project Center) users. External users cannot upload supporting...

Use Help The Newforma Info Exchange Help system is a very powerful, yet easy-to-use source of information for all Info Exchange activities. The Help system includes the following features: All...

View a Potential Change Order Use the Potential Change Order Log to view potential change orders (PCO) in Info Exchange. Your ability to view pricing items in potential change orders...

View a Pricing Item

View a Pricing Item You can view pricing items on potential change orders in Info Exchange. Your ability to view pricing items in potential change orders depends on your permission...

View Contract Details

View Contract Details Perform the following steps to view the details for a contract. To view contract details From the Contract log, select the Subject link of the contract you...

View Cost Code details

View Cost Code Details Perform the following steps to view the details for a cost code. To view a cost code, you must be a member of a Permission Set...

View Cost Codes

View Cost Codes Perform the following steps to view cost codes in Info Exchange. To view cost codes From the menu bar, select View > Contract Management > Cost Codes....

View Supporting Documents

View Supporting Documents Perform the following steps to view supporting documents in Info Exchange. You can view supporting documents from a log or from a project item detail page. To...

Zip Files to Transfer Them

Zip Files to Transfer Them Perform the following steps to compress multiple files into a .ZIP file for transfer using the simple file transfer method. Alternately, install the the Microsoft...

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