How Tos

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Synchronize and Add Record Document Revisions using Project Information Link
Synchronize and Add Record Document Revisions Using Project Information Link Perform the following steps to simultaneously synchronize the sheet properties and generate an updated PDF of the latest revision of...
Synchronize Clashes using the Navisworks Add-in
Synchronize Clashes using the Navisworks Add-in The Navisworks add-in allows for bi-directional syncing of clash information between Navisworks and Project Center action items. This process differs from importing action items...
Synchronize Project Center Contact Data with the Global Address List
Synchronize Project Center Contact Data with the Global Address List Perform the steps in the following three procedures to add new contacts to the Project Center Server from the Global...
Synchronize Project Center Project Information with Revit
Synchronize Project Information with Revit Perform the following steps to synchronize Project Center project properties with Revit project information parameters using Newforma Project Information Link. This option is available to...
Synchronize Record Documents with Revit
Synchronize Record Documents with Revit Perform the following steps to synchronize Project Center record documents with Revit sheets using Newforma Project Information Link. It is recommended that you do NOT...
Take a Project Offline
Take a Project Offline When a project is complete and you are finished with it, you can take it offline to free up space in your file system. When you...
Track Milestones
Track Milestones See Add Milestones to the Project Timeline Activity Center....
Track Phases
Track Phases See Add Phases to the Project Timeline activity center....
Track Phone Calls, Conversations, Tasks, Site Visits, and Other Meetings
Track Phone Calls, Conversations, Tasks, Site Visits, and Other Meetings See Add Meetings to the Project Timeline Activity Center and the Meeting Minutes Activity Center....
Track Submittal Packages
Track Submittal Packages Use the workflow example in this procedure as a general basis for how to track submittal packages in Project Center. Use this procedure to file each of...

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