TASKS

Dashboard

Favorite Activities

Click to display the favorite activities dashboard.

Project Management

Click to display the project management dashboard.

Contract Management

Click to display the contract management dashboard.

Project

Add To My Projects

This task appears only if the current project is not in My Projects.

Click to add the current project to the My Projects tab in the My Project Center activity center. The folders under the Newforma – Items to File Folder in your email client are also updated.

Edit Project Settings

You must be a Project Center administrator to edit project settings.

Click to open the Edit Project Settings dialog box to edit the current project’s information.

Show Project Item Locks

Click to open the Project Item Locks dialog box to see which Project Center items are locked in the current project, and to unlock locked items.

Setup Mobile Apps

Click to open the Setup Mobile Apps dialog box to enable the listed activity centers for the current project on Info Exchange.

Return to My Project Center

Click to open the My Project Center activity center to select a different project to work with.

Join the Project Team

This task appears only if the current user is not a member of the project team.

Click to open the Join Project Team dialog box to join the project team, which enables you to use all Project Center functionality.

Project Overview

Project Name

Click the project name to open a popup window displaying the following information:

Number

The ID number of the current project.

Address

The project’s address.

Description

The project description.

Phase

The project’s phase.

Manager

The name of the project managerResponsible for the day-to-day working relationship with the client/building owner/developer; Logistical coordinator of design and construction; Identifies and tracks resolution of issues that are the responsibility of others; Responds to inquiries from client and reviewing agencies..

Client

The name of the project’s client.

Architect

The architect of the project.

Lead Designer

The lead designer for the project.

General Contractor

The general contractor for the project.

Contract

The contractor for the project.

Landscape Architect

The landscape architect for the project.

Project Home

Dashboard

The Project Home Dashboard is available in Project Center 12.3 and higher.

This section displays widgets that provide quick visibility into project status. For details, please see Project Home Dashboard.

You can toggle between the following dashboard views by clicking the Toggle dashboard view icon:

Dashboard and activity center list

Dashboard only

Activity center list only

Activity Centers

Use this section to access the Project Center activities for the project.

You can configure the activities and groups that appear in this section using the Edit Project Home Contents dialog box. You can also add custom activities. See Custom Activity Examples for more information.

Favorite Activities/Activities

These sections (which you can expand and collapse) lists all of the Project Center activities that you can use with your project and files. They are also available from the Activities drop-down list located in the Toolbar.

Action Items

Click to open the Action Items activity center to create and manage action items.

Addendums

Click to open the Addendums activity center to create and manage addendums.

Building Models and Elements

Click to open the Building Models and Elements activity center to manage building models and elements.

Bulletins

Click to open the Bulletins activity center to create and manage bulletins.

Change Order Proposals

Click to open the Change Order Proposals activity center to create and manage change order proposals.

Change Orders

Click to open the Change Orders activity center to create and manage change orders.

Construction Change Directives

Click to open the Construction Change Directives activity center to create and manage construction change directives.

Contracts

Click to open the Contracts activity center to create and manage contracts.

Cost Codes

Click to open the Cost Codes activity center to create and manage cost codes.

Daily Reports

Click to open the Daily Reports activity center to log and manage daily reports.

Document Control

Click to open the Document Control activity center to manage record documents and revisions.

Document Sets

Click to open the Project Document Sets activity center to manage document sets.

Filed Notes

Click to open the Field Notes Activity Center to log and manage field notes.

Info Exchange

Click to open the Info Exchange activity center to manage file transfers and transfer files to Info Exchange.

Markup Sessions

Click to open the Project Markup Sessions activity center to view and manage markup sessions.

Meeting Minutes

Click to open the Meeting Minutes activity center to log and track meeting minutes and agenda items.

Newforma Viewer

Click to open the Newforma Viewer to view, markup, and compare common drawing and image files.

Potential Change Orders

Click to open the Potential Change Orders activity center to create and manage potential change orders.

Project Center Administration

This activity appears only if you are a Project Center administrator.

Click to open the Project Center Administration activity center to manage Project Center projects, servers, contacts, companies, licensing, roles, global settings, indexing, permission sets, and Info Exchange file transfers.

Project Email

Click to open the Project Email activity center to view and manage your project email files.

Project Files

Click to open the Project Files activity center to browse project folders and files, and easily gather project data.

Project Images

Click to open the Project Images activity center to quickly browse all of the imageAVI, .BMP, .CAL, .EMF, .GIF, .ICO, .JPEG, .JPG, .MOV, .MPG, .PNG, .PSD, .TIF, .TIFF, .WMF, .WMV files that are in the current project .

Project Keywords

Click to open the Project Keywords activity center to view the keywordsIn Project Center, keywords are words you can add to project items to use for filtering and searching. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers and dialog boxes. You can then filter the list of items using the keywords to quickly find the items you are looking for, as well as do a project search for items containing the keywords. used in the current project.

Project Publisher

Click to open the Publish Project Information dialog box to publish a project.

Project Publisher requires Newforma Contract Management licensing.

Project Team

Click to open the Project Team activity center to manage your internal and external project team members.

Project Timeline

Click to open the Project Timeline activity center to track and manage project timeline events.

Proposal Requests

Click to open the Proposal Requests activity center to create and manage proposal requests.

Punch List

Click to open the Punch List activity center to create and manage punch lit items

Record Copies

Click to open the Record Copies activity center to view and manage record copies.

RFIs

Click to open the RFIs activity center to create and manage RFIs.

Site Visits

Click to open the Site Visits activity center to log and manage site visits.

Sketches and Supplemental Drawings

Click to open the Sketches and Supplemental Drawings activity center to create and manage sketches and supplemental drawings.

Spatial Index

Click to open the Spatial Index activity center to create spaces that track and index rooms, areas, and spaces from Autodesk Revit models.

Submittals

Click to open the Submittals activity center to create and manage submittals.

Transmittals

Click to open the Project Transmittals activity center to view and manage transmittals.

Supplemental Instructions

Click to open the Supplemental Instructions activity center to create and manage supplemental instructions.

You can copy activity centers to the clipboard as hyperlinks that you can paste in other applications. To use this feature, right-click on an activity and select Copy Link to Clipboard. You can then insert the hyperlink in an application such as Microsoft Word or PowerPoint by clicking the Insert tab, then Hyperlink, and then pasting the hyperlink in the Address field. When anyone clicks the hyperlink, Project Center will open to thay activity center. Be aware that other applications can lock the clipboard, which would interfere with Project Center’s ability to copy to it.

Custom groups and activities

Any custom groups and activities you added using the Edit Project Home Contents dialog box will appear in the assigned locations.

Choose a Recent File

Recently opened files are listed here. Click the file you want to open. The file opens in its native application, if available. For example, clicking a file with an extension of .DWG opens the file in AutoCAD; a file with an extension of .DOC opens in Microsoft Word.

Files with extensions of .MSG (message files) are not included in this list.