How Tos

Sorted:
Respond to a Submittal Sender
Respond to a Submittal Sender When tracking submittals, you can send a response to the contact who sent you a submittal. Perform the following steps to respond to a submittal...
Respond to the Contract Management Item Initiator
Respond to the Contract Management Item Initiator When tracking contract management items in Project Center, you can send a response to the contact who sent the item. Perform the following...
Restore an Email Message Filed to the Wrong Project and Re-File It
Restore an Email Message Filed to the Wrong Project and Re-File It Perform the following steps to restore a Microsoft Outlook email message that was filed to the wrong Project...
Restore Info Exchange Servers
Restore Info Exchange Servers You must be a Project Center administrator to perform this procedure. Refer to https://customercommunity.newforma.com/s/article/Newforma-Disaster-Recovery....
Restore Project Center Servers
Restore Project Center Servers You must be a Project Center administrator to perform this procedure. Refer to https://customercommunity.newforma.com/s/article/Newforma-Disaster-Recovery....
Restrict User Access
Restrict User Access Beginning with v.12.4, users can be set up as Restricted users in Project Center. Restricted users are not able to see or interact with any projects unless...
Review and Mark Up a Document Set
Review and Mark Up a Document Set To review and mark up a milestone set of drawings, create a document set to organize the drawings. Using a document set enables...
Save Email Messages in Outlook After Filing Them in Project Center
Save Email Messages in Microsoft Outlook After Filing Them in Project Center Some users are initially wary when filing email messages to a Project Center project. If you would like...
Schedule an Expected Submittal from Microsoft Outlook
Schedule an Expected Submittal from Microsoft Outlook Perform the following steps to file a submittal you are expecting to track its status, when it’s due, and its history of actions....
Schedule an Expected Submittal from Project Center
Schedule an Expected Submittal from Project Center Perform the following steps to file a submittal that you are expecting to track its status, when it’s due, and its history of...

Learning Categories

  • Reference Guides (30)
  • Videos (43)
  • How Tos (401)
  • Tip and Tricks (66)