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Newforma Connector Service NCS – Contractor Setup
Install the Newforma Project Center App in your Procore account To receive the Procore RFIs and Submittals, a Procore administrator must install the Newforma Project Center App in Procore from...
Newforma ConstructEx to Project Center Workflow for Submittals and RFIs
Newforma ConstructEx to Project Center Workflow for Submittals and RFIs The submittal and RFI workflow for the ConstructEx connector is largely transparent to users on both sides. The intent of...
Open a Project
Open a Project You can open a different project at any time while working in Project Center. To open a project Use any of the following ways to open a...
Print a Transmittal Form
Print a Transmittal Form Perform the following steps to print a transmittal form to send with a physical transfer. To print a transmittal If you are not already there, open...
Print a Transmittal from a Contract Management Item
Print a Transmittal from a Contract Management Item Perform the following steps to print a transmittal form from a contract management item. We will use a change order for this...
Print a Transmittal from an RFI
Print a Transmittal from an RFI Perform the following steps to print a transmittal form from an RFI. To print a transmittal from an RFI If you are not already...
Print a Transmittal from a Submittal
Print a Transmittal from a Submittal Perform the following steps to print a transmittal form from a submittal. To print a transmittal from a submittal If you are not already...
Print Meeting Minutes
Print Meeting Minutes Perform the following steps to print meeting minutes. To print meeting minutes If you are not already there, open the Meeting Minutes activity center (shown below) by...
Print the Project Timeline
Print the Project Timeline Perform the following steps to print the project timeline. You can print either the Calendar view or the Journal view. Bot procedures are explained below. To...
Process Contract Management Items
Process Contract Management Items How you process a contract managementRFIs; submittals; contracts; change orders; change order proposals; addendums; supplemental instructions; bulletins; construction change directives; proposal requests; sketches and supplemental drawings....

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