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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...
Transfer Files Between Connected Companies
Transfer Files Between Connected Companies Using Newforma to Newforma (N2N), you can transfer files between connected companies. N2N automates the file transfer process, completely eliminating the need for recipients to...
Transfer Files from the Newforma Project Center Tray Tool
Transfer Files from the Newforma Project Center Tray Tool Perform the following steps to create an Info Exchange file transfer directly from the Newforma Project Center Tray Tool. To create...
Transfer Files from Windows Explorer to Info Exchange
Transfer Files from Windows Explorer to Info Exchange Perform the following steps to create an Info Exchange file transfer directly from Windows Explorer. To create a file transfer from Windows...
Transfer Files to a Drag and Drop Location and Record an Outgoing Transmittal
Transfer Files to a Drag and Drop Location and Record an Outgoing Transmittal Perform the following steps to transfer project files to a drag and drop location and record an...
Transfer Files Via Info Exchange
Transfer Files Via Info Exchange Perform the following steps to transfer project files via Info Exchange. You must be a member of the internal project team to perform this procedure....
Transfer Files Via Info Exchange and Record an Outgoing Transmittal
Transfer Files Via Info Exchange and Record an Outgoing Transmittal Perform the following steps to transfer files to your Newforma Info Exchange Server for internal and external project team members...
Transfer Files Via Info Exchange Using the Project Center Add-In for Microsoft Outlook
Transfer Files Via Info Exchange Using the Legacy Project Center Add-in for Microsoft Outlook You can transfer files via Info Exchange from Microsoft Outlook using the legacy Project Center Add-in...
Unassign Action Items
Unassign Action Items Perform the following steps to unassign an action item. To unassign action items If you are not already there, open the Action Items activity center by clicking...

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