Edit Project Settings dialog box

49 minutes
6 months ago

Edit Project Settings dialog box

Use this dialog box to edit the selected Project Center project. Click a tab to go directly to that section.

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

 

 

Project Information tab

Enter the basic project information in the following fields:

Project Name

Enter a name for the project.

Do not use the following characters in the project name (the same characters that cannot be used in file names on the operating system): #  \ / : * ? " < > | : .

Project Number

Enter a unique project number.

Description

Enter a description of the project.

Project Manager

Click to open the Choose a Project Team Member dialog box to select 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..

Principal in Charge

Click to open the Choose a Project Team Member dialog box to select the contact at the firm who oversees this and other projects.

The Project Manager and Principal In Charge are automatically added to the project team.

Primary Company Roles

Use this section to create a relationship between this project and the companies you are working with and apply project roles to those companies.

Add

Click to open the Choose Company dialog box (followed by the Company Role dialog box) to select the companies you are working with on this project and assign project roles to them.

Each project can have multiple companies in the same roles, and the same company could be in multiple roles.

Company roles are defined in the Keywords tab.

Remove

Click to remove the selected company from the list.

Role/Company Name/Type

Role is the company’s role on the project, and type is the company’s relationship to your company.

Project Site

Select the location of the project. The address fields will be automatically filled in based on the location selected here. The items in the list come from the company selected in the Client field.

Address/City/State/Province/Zip/Postal Code/Country

Enter the client’s full address in these fields.

Main Contact

Click to open the Choose a Project Team Member dialog box to select the primary contact for the client that owns the project. The contact selected as the main contact automatically becomes a primary contact for the project in the Project Team activity center.

The Main Contact is automatically added to the project team.

Client Project Number

Enter the number the client gave to the project.

Confidential

Select the project’s confidentiality level from the drop-down list.

Select No to make this project visible in the All Projects tab and available to all users regardless of operating system permissions for the project folder.

Select Yes – Administrator Access, so that only Project Center administrators can access the project.

Select Yes – Project Team Access so that only contacts on the project team can access the project.

To keep a project team member from accessing this project on Info Exchange, clear the Allow Web Access to this Project on Your Info Exchange Server checkbox in the Groups and Info Exchange tab of the Modify Project Team Member dialog box for the user.

Status

Select the project’s status from the drop-down list: Active, OpportunityOpportunity is a project that business development is pursuing. The firm is doing work, creating files, filing email, etc. related to the proposal. Employees are billing hours. But the firm does not have a contract with the client. , or Archive.

Select Active if the project is open and being used. The icon represents active projects.

Select Opportunity for a project that has not begun from a contractual stand point. It may be used by marketing and sales people that create design proposals, collect requirements, write up specifications, create drawings, file email messages, deal with action items, etc. If the contract is awarded, the type would change from Opportunity to Active. The icon represents opportunity projects.

Select Archive to close the project, archive it, and make it read-only. The icon represents archived projects.

You can add new statuses in the Keywords tab of the Project Center Administration activity center.

Phase

Click to open the Choose Phase dialog box to select the project’s phase.

You can add new phases in the Keywords tab of the Project Center Administration activity center.

Type

Select the project’s type from the drop-down list.

You can add new types by editing the Global Project Types list in the Keyword Lists section of the Keywords tab of the Project Center Administration activity center.

Currency

Click to open the Select a Currency for the Project dialog box to set the currency type for the project. It affects how currencies are formatted and displayed in the project.  

Latitude/Longitude

If you want to open this project to its exact location in Google Earth, enter the latitude and longitude values.

You must create a custom activity center for Google Earth after entering these values to use this feature. When creating the custom activity, you must enter [EarthLocation] (exactly as shown) in the Command-line field of the Custom Activity Editor dialog box.

No matter which format you enter, Project Center converts all latitude and longitude values to decimal degrees.

If you enter values in the Location and the Latitude and Longitude fields, Google Earth uses the latitude and longitude values. You can use Google Earth to find the latitude and longitude of the project location.

If you enter the Location only, Google Earth will not go directly to the project location. You have to double-click the location listed in the Google Earth’s Places panel.

If no values are entered in the fields above, Google Earth will not go to the project.

Project Image

Image preview box

The image is previewed here.

Select

Click to locate and select an image to represent the project. The image will appear in the Project Overview panel of the Project Home activity center.

Clear

Click to remove the project image.

 

View Summary

Click to open the Project Creation Summary dialog box to review the project’s settings at any point in the process.


Project Folders tab

Use this tab to configure folders for the project, project email, record copies, and transmittal PDF folders, and mobile app folders.

Project Folders

This area contains the location of the top-level folders containing the source files you will be using in this project.

Add Folder

Click to open the Choose a Folder dialog box to locate and add a folder to the project. You must have at least one project folder.

Important: All users must be logged out of this project, and the Project Center Server cannot be accessing it.

The folders and files accessed and used by the Project Center project must be located on your network file server so that the Project Center Server has access to them and can index and search them. If you enter a path to files that are stored on your local machine, the Project Center Server and other users may not have access to them. In this case, Project Center will not work, because the Project Center Server needs to have access to the files in order to perform those functions.

For advanced users: If your system administrator has your local machine mapped on the Project Center Server, you can select a folder containing files stored on your local machine and have full search functionality.

Important: Do not add folders (or subfolders) that have already been added to another Project Center project. Once you add a folder, that folder and all its subfolders are automatically indexed by the Project Center Server. Adding a folder that has already been added to another project will result in performance degradation of the search feature. Each project folder gets indexed once by the Project Center Server. However, .DWG files in each folder will get indexed as many times as the number of projects accessing it. Projects accessed over a WAN will also be indexed more slowly.

If you are adding a folder for the Single SharePoint Online Graph Connector, see this knowledgebase article on the Customer Community for additional details on searching for and selecting the folder.

Remove Folder

Click to remove a selected project folder. All users have to be logged out of this project, and the Project Center Server cannot be accessing it.

You cannot remove project folders that contain folders or files that are being used by project items.

Removing a project folder does not remove the actual source folders from your Windows file system. The project folders are only removed from Project Center.

Repair Broken Link

If a top-level project folder from this list is moved or renamed in Windows Explorer, all of the links to the files will be broken throughout the project. You can either locate the folder in Windows Explorer and move it back to its original location (or to its original name), or you can click this button to locate the folder in its new location (or name) and automatically update all of the paths to all of the files.

For example, if a system administrator moves a project folder from one drive to another, all links within document sets, action items, transmittals, etc. will break because they reference files in the old project folder that no longer exist. Click this button to locate the folder. Once you’ve located the folder and confirm the change, all of the paths will be updated and all of the broken links will automatically be  fixed.

All users have to be logged out of this project, and the Project Center server cannot be accessing it.

Modify Label

Click to open the Modify Project Folder Label dialog box to customize the name of the folder as it appears in Project Center without changing the actual folder name in the Microsoft Windows hierarchy. This feature enables you to re-label project folders in the Project Files activity center that have similar names, or to add drive letters to them for ease of identification. The new labels will appear in the Add Files dialog box and the Select Folder dialog box.

Be aware that re-labeling a folder is separate and different from using the Rename task in the Project Files activity center. The Rename task renames the actual folder name in the Microsoft Windows hierarchy.

Make Primary

Click to make the selected folder the primary project folder.

Drive Letter Mappings

Click to open the Drive Mappings dialog box. If accessing your project drawing files and their external reference files requires local drive letter mappings, then you will need to use this dialog box to add the drive letter mappings.

External Reference Paths

Click to open the External Reference Paths dialog box to set up external reference fileDrawing files often reference other files, including other drawings, as well as plot styles, images, standards, and font files associated with the drawing. Those references, or dependencies, are simply an embedded record of the path to the referenced objects or files. search paths for your AutoCAD or Microstation drawing files.

If the external references are located within your folder structure, you do not need to use this option. If they are not located within your folder structure, you must configure the location of the external references so Project Center can find them.

Project Email Folders

In order to store email messages in the project, you must define the email folder locations.

Store Project Email in

Enter the full path to the default folder in which you want to save filed project email message (.MSG or .EML) files. Click the icon to locate the folder.

All filed project email message files are stored in this location.

Copy to Public Folder

If you want a copy of each filed email message to be saved in a Microsoft Exchange’s Public Folders, enter the full path to the folder in this field. Click the button to locate and select the public folder. You can use this feature to enable contacts to access filed email messages while on the road.

Only email message (.MSG and .EML)) files can be copied to a public folder. Other Outlook itemOutlook items include email messages, calendar items, tasks, and posts. types will not be copied.

Project Center does not manage the mailbox (or folders) in any other way, so you will have to make sure it doesn’t exceed quotas.

If the Copy to Public Folder option is disabled, the version of Autofile being used to file emails from the Newforma Items to File folder does not support Public Folders. Please contact your Newforma Administrator for questions.

Change Access

If you have an IMAP account, click to open the Copy to Public Folders dialog box to specify the IMAP account that corresponds to the folder path in the Copy to Public Folder field above.

Store Email in Separate Subfolders by

Select the option from the drop-down list in which to group filed email message files. Project Center creates subfolders automatically for the option selected based on the date the email message was sent.

For example, if you select Month, and an email message was sent in July 2013, a subfolder called 2013-07 is created, and the email is saved to that folder. If you select Quarter, the email message file would be saved in a subfolder called 2013-Q3. If you select Year, it would be saved in 2013.

Create Folders within the Project Email Folder

Edit Folder Structure

Click to open the Edit Project Email Folders dialog box to create new folders within the folder selected in the Store Email in Separate Subfolders by field above.

The folder structure set in the Edit Project Email Folders dialog box will not be reflected in the Public Folders hierarchy.

Access to confidential folders can be restricted through operating system permissions.

The project email and search features respect operating system permissions to limit access to these confidential email messages.

Administrators can add confidential and other alternate email folders to Project Center using the Edit Project Email Folders dialog box.

Record Copy and Transmittal PDF Folders

Configure the default location to store record copies of file transfers and transmittal PDFs.

Project Center creates and stores a .PDF file for every file transfer that is created (which includes transmittals created from contract management items). The benefit of this is that an un-editable record copy of what was sent is always available. If a transmittal is modified, Project Center generates a new .PDF file, but keeps the old .PDF file. The .PDF files are stored in the same location that the record copies are stored in.

Store in Incoming/Outgoing Folders

Choose this option to store all PDFs in the default incoming and outgoing transfer folders.

Incoming Transfers

Enter the full path to the default folder in which you want to save PDFs of incoming file transfers. Click the icon to locate the folder.

Outgoing Transfers

Enter the full path to the default folder in which you want to save PDFs of outgoing file transfers. Click the icon to locate the folder.

Document Sets and Project Folders

Enter the full path to the default folder in which you want to save record copies of published project folders and document sets. Click the icon to locate the folder.

Store in Subfolders by Project Item Type

Choose this option to store the record copies of project items in subfolders based on the item’s type – action items, RFIs, etc. Project Center creates the subfolders.

Root Folder

Click the button to open the Select Record Copy Folder dialog box to choose the root folder under which you want Project Center to create project item subfolders. The record copies for each item type will then be saved in the corresponding subfolders. For example, submittal record copies would be saved to the Submittals subfolder, record documents to the Record Documents subfolder, etc. Project Center creates the following subfolders under the root folder:

Mobile Application Media Storage

Store Punch List Media Files in

Enter the full path to the default folder in which you want to save punch list media files, such as image and audio files. Users can then save the media files to that folder from the Supporting Documents tab. Click the icon to locate the folder.

If a project is newly created, this folder will be created for it.

If a project was upgraded, the path is in this field, but the folder is not created.

This folder is a placeholder for the Capture mobile application; it is where any photo/video files that are taken will be stored.

Store Field Notes Media Files in

Enter the full path to the default folder in which you want to save field note media files. Users can then save the media files to that folder from the Supporting Documents tab. Click the icon to locate the folder.

If a project is newly created, this folder will be created for it.

If a project was upgraded, the path is in this field, but the folder is not created.

This folder is a placeholder for the Capture mobile application; it is where any photo/video files that are taken will be stored.

View Summary

Click to open the Project Creation Summary dialog box to review the project’s settings at any point in the process.


Activities tab

Use this tab to configure the activity centers that users can access in the project. Drag and drop the activity centers you want to make available to project users from the Unused Activities section to the Activities section. Do the opposite for activity centers you do not want to be available for use in the project.

 

View Summary

Click to open the Project Creation Summary dialog box to review the project’s settings at any point in the process.


Admin tab

Use this tab to configure the Project Center Server and project administration settings, template settings for reports and forms, reminder settings for the project, and project email settings.

Connectors

Select the checkbox for any connectors you want to enable for the project (such as Bluebeam Studio Prime or Office 365).

The Bluebeam Studio Prime integration requires a new Newforma license key to enable the functionality. Without this updated license, the Bluebeam options will be disabled in Project Center. Contact the Services team at services@newforma.com for an updated license.

If you are configuring a Workflow Connector (such as Procore) and have not already created a Newforma API Service Account, a warning appears indicating that the connector will not function properly.

Newforma Project Center Servers

Server

Select the Project Center Server on which to store this project from the drop-down list. To edit this field, all users must be logged out of this project, and the Project Center Server cannot be accessing it.

Project Mirrored to

This field lists the Project Center Servers on which this project is mirrored.

Project Administration

Project Center administrators can give other Project Center users administrative rights for the current project.

Choose Global Administrators Only to give administrative privileges to Project Center administrators only. This is the default option. Users with administrative privileges can delete contract management items, transmittals, and action items, add and delete project timeline milestones, phases, and holidays, and perform other administrative tasks that are listed under Project Center Administration in this Help system’s Table of Contents.

Choose Global Administrators and Project Center Users to give both Project Center administrators and selected Project Center users administrative privileges.

Edit

Click to open the Specify Project Administrators dialog box to view the list of project administrators and select the users who you want to have administrative rights on this project. Granting administrative rights to Project Center users means that these users can access this dialog box, delete contract management items, transmittals, record copies, document sets, and action items; and add, modify or delete timeline phases, milestones, and holidays. To ensure no regular users can access administrative functionality, select Global Administrators Only to return administrative privileges back to Project Center administrators only.

Important: If no project team members are defined when this option is selected, then all users gain administrative rights for this project.

Restrict Modification of Project Team

Mark this checkbox to allow only project administrators to add, edit, or delete project team members.

Restrict Modification of Timeline Items

Mark this checkbox to allow only project administrators to add, edit, or delete project timeline phases, milestones, and holidays (it does not apply to meetingsProject meetings include phone calls, client meetings, contractor meetings, conversations, conference calls, tasks, site visits, and any other custom meetings that may have been added to the project.).

Restrict Deleting Items

Mark this checkbox to allow only project administrators or the creators of the items to delete project items. The items are listed in the popup.

Template Style

Template Style for Forms and Notifications

This is the template used by this project to format Project Center notification and transmittal forms.

The form templates are located under Newforma\templates on the Newforma Project Center Server.

Change

If you do not want to use the default Project Center template for formatting notifications and transmittal forms, click Change to open the Select Template Style dialog box to select a different template to use for this project.

Default Report Templates

This is the template used by this project to format reports.

Change

If you do not want to use the default Project Center template for formatting reports, click Change to open the Select Report Templates dialog box to select the template styles to use for formatting reports for the current project and individual activity centers.

Culture

Click Change to open the Select a Project Culture dialog box to set the language and the date/time format for the notifications that are sent out by Project Center as well as for the forms that are generated for the project.

Reminders

Enable Project Item Reminders

Automatic project reminder notifications provide information on coming due or overdue project items as well as file transfers that have been received and need to be downloaded. Clear this checkbox if you do not want items from this project included in the periodic reminder email. The default setting for this checkbox comes from the Notification Reminders section of the General tab of the Project Center Administration Activity Center Servers tab. This checkbox is marked unless the notification reminders are set to None.

Reminders continue to be sent for archived projects.

Project Email

Email Folder Label

Project Center adds a folder called Newforma – Items to File to your email application so you can sync with Project Center. Each time a project gets added to your My Projects folder in the My Project Center activity center, a subfolder for the project gets added to the Newforma – Items to File folder. Use this field if you want to change how the name of the project folder appears in your email application. The label is used in two places in your email application: under the Newforma – Items to File folder and under the Newforma – Copied Messages folder. You can either choose a name from the drop-down list or type in a new one. This name must be unique for each project.

Project Email Address

The column indicates the project email addresses assigned to this project. To enable this section, you must set up project email addressing.

Primary

This column indicates which project email address is the primary one for this project (indicated by a Yes). The primary email address is the address that will be displayed to users throughout the project.

Project Identifier Format

The format of the text of the email address before the @ sign.

Add

Click to open the Add Project Email Address dialog box to create a project email address for the project. Email sent to this address will be filed into the project.

Edit

Click to open the Edit Project Email Address dialog box to edit the selected project email address for the project. Email sent to this address will be filed into the project.

Remove

Click to remove the selected project email address.

Make Primary

Click to make the selected project email address the primary address. The primary address is indicated by a Yes.

 

View Summary

Click to open the Project Creation Summary dialog box to review the project’s settings at any point in the process.


Info Exchange tab

Configure the project’s default Info Exchange, file transfer, record copy, and expiration settings.

Make this Project Available on Your Newforma Info Exchange Server

If the Project Center Server that this project is on is connected to an Info Exchange Server (which is configured in the Project Center Administration Activity Center Servers tab), mark this checkbox to automatically add this project to your Info Exchange Server to make it available to web users.

Select the Items to Display on Info Exchange

Select the project items you want to display on Info Exchange for this project.

Show

Move the items you want to display on Info Exchange to this field.

To show meeting minutes, move the appropriate Calendar items to the Show list.

Hide

Move the items you do not want to display on Info Exchange to this field.

Transfer Options

Allow Public File Transfers

Mark this checkbox to allow users to create public transfers on Info Exchange. (Public transfers are file transfers available to any users who log in anonymously.) If this option is selected, the Public Access option is enabled in the Transfer to Info Exchange Options tab.

This setting is not applicable to shared folders.

To enable contacts to log into Info Exchange anonymously, mark the Allow Anonymous User Access and Public Transfers checkbox in the General tab of the Project Administration activity center Servers tab. An Info Exchange Server must be selected.

Hide Recipients on All Transfers and Transmittals

Mark this checkbox to hide all recipients on all Info Exchange file transfers and transmittals so that recipients cannot see who the transfers were sent to. This is typically used for sending out bid packages. The Hide Recipient List checkbox on the applicable dialog boxes will be marked and will not be editable.

Require All External Recipients to Sign in to Receive Transfers

Mark this checkbox to require all external users to have to login to Info Exchange to receive file transfers. Using this option, users will not be able to download files directly from the email notification. This is helpful for transfers that contain sensitive information. The Require Info Exchange login to Download checkbox in the Transfer to Info Exchange Options dialog box will be marked and will not be editable.

Selecting this setting protects against unauthorized users attempting to download files using the link in the email notification if they are forwarded the link.

Require User Credentials for Shared Folder Synchronization Schedules

Mark this checkbox to require users to enter their Windows domain user name and password to create a synchronization schedule for a shared folder. Selecting this checkbox displays the Username and Password fields on the Synchronization Schedule tab of the Create Shared Folder dialog box. If this checkbox is cleared, the Newforma Service account is used to perform scheduled shared folder synchronizations and the Username and Password fields do not appear on the Synchronization Schedule tab.

Require User Credentials for Shared Folder Synchronization Schedules is selected by default for all new and upgraded projects.

The option is disabled (grayed out) if the user is not a Global Administrator.

Require a Transmittal on Every Outgoing Info Exchange Transfer

Mark this checkbox to automatically create a transmittal for every outgoing transfer sent from Project Center via Info Exchange. All outgoing file transfers will have a transmittal automatically created for every outgoing transfer sent from Project Center via Info Exchange. The Transfer Only task will not be available to users. If this checkbox is cleared, users will have the option to transfer files without creating a transmittal.

Include Files with the Same Name in Document Control Transmittal

Mark this checkbox to include files with the same name as record document files and saved in the same location in Document Control transmittals. For additional details, see Include Co-Located Files in Document Control Transmittals.

Include Transmittal in Contents (Instead of Email Attachment)

Mark this checkbox to include the transmittal PDF file with the contents of a file transfer instead of as an attachment in the file transfer email notification. The transmittal PDF file will also be listed on Info Exchange. If cleared, the transmittal PDF file will be attached to the notification email message but not included in the contents of the file transfer. It will not be listed on Info Exchange.

Mark this checkbox to add links to the notification email messages sent for uploaded transfers that allow recipients to directly download file transfers without having to login to Project Center. It also allows recipients to partially download the files in the file transfer one file at a time with separate links for each.

For upgrades to 2023 Edition, this option will not be enabled. It will be enabled for all new projects by default.

Automatically Download Incoming Transfers

Mark this checkbox to have the Project Center Server automatically download file transfers from Info Exchange in .ZIP format (files are not extracted) into the incoming transfers directory as they come in. When this option is selected, the task for incoming transfers is Acknowledge Receipt as opposed to Receive Pending, which indicates that these transfers will still need to be acknowledged by an internal user but they will not have to wait to download the files. This option enables shared folders to be automatically synchronized with any files posted on Info Exchange. The Automatically Synchronize Files Uploaded Via Info Exchange into the Associated Project Folder checkbox in the Modify Shared Folder dialog box is enabled.

 

Record Copy Options

Use this section to configure when record copies are created for Info Exchange transfers.

Transfers

This option applies to the Save Record Copy in option of the Transfer Files to a Newforma Info Exchange Server dialog box.

If you set this value to Required, record copies are required for file transfers and the checkbox is disabled.

If you set this value to Optional, the checkbox is enabled and the sender can choose not to save a record copy for a file transfer. This is useful when sending large transfers that do not need to be kept as a record copy. A record copy is still created that records the file names, dates, and sizes as well as the time the transfer was sent.

Transfers with Transmittals

This option applies to the Save Record Copies in option of the Associated Files tab of the Transfer Files and Create an Outgoing Transmittal dialog box and all outgoing contract management dialog boxes (sent, forward for review, and respond and close).

If you set this value to Required, record copies are required for all transmittals and the checkbox is disabled.

If you set this value to Optional, the checkbox is enabled and the sender can choose whether or not to create a record copy for outgoing transmittals (incoming transmittals always require a record copy).

Record Document Issuances

This option applies to the Save Record Copies in option of the Issue Record Documents dialog box.

If you set this value to Required, record copies are required for all record documents when they are issued and the checkbox is disabled.

If you set this value to Optional, the checkbox is enabled and the sender can choose whether or not to create a record copy when record documents are issued.

Shared Folders

This option applies to the Save a Record Copy of the Published Files option of the Create Shared Folder dialog box and the Modify Shared Folder dialog box.

If you set this value to Optional, the checkbox is enabled and the sender can choose whether or not to create a record copy for shared folder transfers when selecting Synchronize Contents from the Next Action field.

If you select Never, record copies are never created for shared folder transfers.

Default Expiration Settings

If you want file transfers on Info Exchange to expire after a certain period, choose Set an Expiration Date on New File Transfers of: then enter the number of Days. The contents of the file transfer will be removed from Info Exchange at that time, but a record of the transfer will remain.

If you do not want file transfers from contract management closing actions to expire on Info Exchange, choose Do Not Expire Transfers Associated with CM Closing Actions. This includes all Respond and Close and Send and Close tasks.

 

View Summary

Click to open the Project Creation Summary dialog box to review the project’s settings at any point in the process.


Activity Center Setup tab

Use this tab to configure the settings of the activity centers for this project.

Select an Activity Center

Select the activity center you want to configure from the list. The rest of this section describes the options available for each of the activity centers.

 

Action Items

Configure the action item settings for the project.

Action Item Numbering

Default Numbering

Number of Digits

Enter the number of digits required in the ID number.

Starting Number

Enter the starting ID number to apply to the first action item. Each subsequent action item will be incremented by 1.

Choose Auto Increment IDs to automatically increment the ID numbers for each action item.

Choose Auto-Generate IDs with a Prefix Based on Type to generate ID numbers with a prefix based on the action item’s type.

The Type field is required on all action items if you choose the Auto-Generate IDs with a Prefix Based on Type option, and ID numbering is restarted at 001 each time a new type is selected.

Company Prefix

Enter a prefix to add before all action item ID numbers (optional).

 

Default Action Items Due to: N  Days After Creation

To give action items a due date, mark this checkbox, then enter the number of days after creation in which they are due, and whether to use Business or Calendar days. The settings entered here will appear in the Due Date field of the Identify an Action Item dialog box.

 

Define Action Item List Values

You can define which global project keyword lists are used in action items for this project.

Project Item Field

The project item field to which the list is applied. The items in this column cannot be edited.

List Name

The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.

Allow Custom

Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.

Keywords entered manually by users will not be added to the global keywords list. To add new keywords globally, use the Project Keyword List dialog box.

 

Action Item Status

This list contains the options available to users in the Status drop-down list for all action items.

Action Item Priority List

This list contains the options available to users in the Priority drop-down list for all action items.

Action Item Keywords

This list contains the options available to users in the Choose Keywords dialog box for all action items.

Action Item Discipline

This list contains the options available to users in the Choose Disciplines dialog box for all action items.

Action Item Type

This list contains the options available to users in the Type drop-down list for all action items.

Global project lists are defined in the Keywords tab of the Project Center Administration activity center.

Edit

Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the action item fields, and whether users can enter their own options.

 

Contract Management items

Configure the contract management item settings for the project.

Numbering

Default Numbering

Number of Digits

Enter the number of digits required in the ID.

Starting Number

Enter the starting ID to apply to the first item. Each subsequent item will be incremented by 1.

Choose Auto Increment IDs to automatically increment each new item.

Choose Auto-Generate IDs with a Prefix of Type to generate item IDs for addendums, change order proposals, construction change directives, proposal requests, RFIs, and supplemental instructions with the prefix indicated.

Choose Auto-Generate IDs with a Prefix Based on Field to generate item IDs for bulletins, change orders, potential change orders, sketches and supplemental drawings, and submittals with the prefix based on the field indicated.

For RFIs only: Choose Auto-Generate IDs with a Prefix Based on Type to generate ID numbers with a prefix based on the RFI’s type.

The Type field is required on all RFIs if you choose the Auto-Generate IDs with a Prefix Based on Type option, and ID numbering is restarted at 001 each time a new type is selected.

Choose Manual Entry of IDs to require users to manually enter item IDs.

For Default Resubmission Numbering, Auto-Increment Using

Choose Numbers to automatically increment resubmitted items with numbers, as shown in the example in the example.

Choose Revision Numbers to automatically increment resubmitted items with letters and numbers, as shown in the example.

Choose Letters to automatically increment resubmitted items with letters, as shown in the example.

Define List Values

You can define which global project keyword lists are used in items for this project.

Project Item Fields

The project item field to which the list is applied. The items in this column cannot be edited.

List Name

The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.

Allow Custom

Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.

Edit

Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the item fields, and whether users can enter their own options.

 

Default Due Date

Enter the default number of days that an item is due after it is logged, and whether to use Calendar or Business days.

Default Review Response Due Date

Enter the default number of days by which a response is due after the item is forwarded for review, and whether to use Calendar or Business days.

Rename Activity Center

If your company uses its own naming conventions, you can change the name of the selected activity center as it appears throughout Project Center by entering the term you use in this field.

Be aware that the names of the activity centers in the Edit Project Home Contents dialog box are always listed under their default Project Center names. For example, if you change the name of Change Order Proposals to Proposed Change Orders, it would still be listed as Change Order Proposals in that dialog box, which is the default name in Project Center.

You cannot rename Contracts as they are used throughout contract management items.

Rename Project Item (Singular)

If your company uses its own naming conventions, you can change the singular name of the item as it appears throughout Project Center by entering the name you use in this field.

Rename Project Item (Plural)

If your company uses its own naming conventions, you can change the plural name of the item as it appears throughout Project Center by entering the name you use in this field.

Remove Tasks

Click to open the Remove Contract Management Item Tasks dialog box to configure which tasks appear in the selected contract management item’s activity center.

Knowledge of the contract management workflow should be considered before removing a task. Removing tasks that are steps in the workflow of an activity center will affect the ability for other tasks in that workflow to be performed. 
For example if the Record Reviewer Response task is removed, then any items that are forwarded for review will not be able to have a response recorded.
If you remove the Create <Item> task, the Create Similar <Item> task and Create Related option will not be available.
The ability to Send an <Item> or Send a Response on Info Exchange will be removed if the Receive Pending <Item> or Receive Pending Reviewer Response tasks are removed, respectively.

Flatten PDFs When Closing

This option is only available for submittals. Selecting the option allows for markups to be flattened into PDFs as part of the submittal workflow.

Document Control

Configure the document control settings for the project.

Record Document Revision Numbering

Use Numeric Revision Numbering

Select this option to use a numeric revision numbering scheme (i.e., 1, 2, 3, etc.). Set the following parameters when using numeric revisions:

  • Number of Digits in ID. Enter the number of digits required in the ID.

  • Starting Number for ID. Enter the starting ID to apply to the first record document. Each subsequent document will be incremented by 1.

Use Alphabetical Revision Numbering

Select this option to use an alphabetical revision numbering scheme (i.e., A, B, C, etc.). Set the following parameters when using alphabetical revisions:

  • Starting ID. Enter the starting ID (letter) to apply to the first record document. Each subsequent document will be incremented by one letter.

If you switch revision numbering schemes after several record document revisions exist, the revision numbering will restart. For example, the numeric revision numbering scheme is in use and a record document has a revision number of 3. The revision numbering scheme is then changed to alphabetical revision numbering. The next revision number for the same record document will be A.

Manifest File

The Manifest File option is available beginning with 11.5.

Include Manifest File When Issuing Record Documents

Select this option to generate a manifest file when issuing record documents from the Document Control activity center. Manifest files are used with extranet sites such as Aconex, Conject, etc. to provide the metadata to upload to the site along with the issued files.

The checkbox is not active until a template is selected.

Template

Select a template to generate the manifest file. Templates are stored in the Newforma Project Center Server templates directory at C:\Newforma\Templates\<Project Center Version>\Record Document\Manifest.

Validate Template

Select to ensure that any field references to data in Newforma included in the template are accurate. Resolve any template errors before issuing record documents.

For more information on configuring manifest files, please see Uploading to Extranet Sites Using a Manifest File.

Define Document Control Keyword List Values

You can define which global project keyword lists are used in record documents for this project.

Project Item Field

The project item field to which the list is applied. The items in this column cannot be edited.

List Name

The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.

Allow Custom

Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.

 

Document Control Disciplines

This list contains the options available to users in the Choose Disciplines dialog box for all record documents.

Document Control Keywords

This list contains the options available to users in the Choose Keywords dialog box for all record documents.

Document Control Purposes

This list contains the options available to users in the Choose Purpose dialog box for all record documents.

Document Control Scales

This list contains the options available to users in the Choose Scale dialog box for all record documents.

Document Control Sizes

This list contains the options available to users in the Choose Size dialog box for all record documents.

Document Control Types

This list contains the options available to users in the Choose Type dialog box for all record documents.

Record Document Revision States

This list contains the options available to users in the State drop-down list for all record documents.

Record Document Status

This list contains the options available to users in the Status drop-down list for all record documents.

Global project lists are defined in the Keywords tab of the Project Center Administration activity center.

Edit

Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the record document fields, and whether users can enter their own options.

 

Field Notes

See Contract Management items above.

 

Punch List

Configure the punch list settings for the project.

Punch List Item Numbering

Default Numbering

Number of Digits

Enter the number of digits required in the ID number.

Starting Number

Enter the starting ID number to apply to the first punch list item. Each subsequent punch list item will be incremented by 1.

Choose Auto Increment IDs to automatically increment each new item.

Choose Auto-Generate IDs with a Prefix Based on Type to generate ID numbers with a prefix based on the punch list’s type.

The Type field is required on all punch lists if you choose the Auto-Generate IDs with a Prefix Based on Type option, and ID numbering is restarted at 001 each time a new type is selected.

 

Default Punch List Items Due to N  Days After Creation

To give punch list items a due date, mark this checkbox, then enter the number of days after creation in which they are due, and whether to use Business or Calendar days. The settings entered here will appear in the Due Date field of the Create a Punch List Item dialog box.

Allow Custom Descriptions and Elements to be Added to the Description List

Mark this checkbox to save custom keywords entered by users in the Element and Description fields to the Project Center database. The keywords will then be available from the drop-down lists for all punch lists.

 

Define Punch List Keyword List Values

You can define which global project keyword lists are used in punch list items for this project.

Project Item Field

The project item field to which the list is applied. The items in this column cannot be edited.

List Name

The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.

Allow Custom

Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.

 

Punch List Disciplines

This list contains the options available to users in the Discipline drop-down list for all punch list items.

Punch List Keywords

This list contains the options available to users in the Choose Keywords dialog box for all punch list items.

Punch List Locations

This list contains the options available to users in the Location drop-down list for all punch list items.

Punch List Purposes

This list contains the options available to users in the Purpose drop-down list for all punch list items.

Punch List Spec Section

This list contains the options available to users in the Spec Section drop-down list for all punch list items.

Punch List Status

This list contains the options available to users in the Status drop-down list for all punch list items.

Punch List Types

This list contains the options available to users in the Type drop-down list for all punch list items.

Global project lists are defined in the Keywords tab of the Project Center Administration activity center.

Edit

Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the punch list item fields, and whether users can enter their own options.

 

Transmittals

Configure the transmittal settings for the project.

Transmittal Numbering

Number of Digits in ID

Enter the number of digits required in the ID.

Starting Number for ID

Enter the starting ID to apply to the first transmittal. Each subsequent transmittal will be incremented by 1.

 

Define Transmittal List Values

You can define which global project keyword lists are used in transmittals for this project.

Project Item Field

The project item field to which the list is applied. The items in this column cannot be edited.

List Name

The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.

Allow Custom

Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.

 

Transmittal Purposes

This list contains the options available to users in the Purpose drop-down lists for all transmittals.

Transmittal Keywords

This list contains the options available to users in the Choose Keywords dialog box for all transmittals.

Global project lists are defined in the Keywords tab of the Project Center Administration activity center.

Edit

Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the transmittals fields, and whether users can enter their own options.

 

View Summary

Click to open the Project Creation Summary dialog box to review the project’s settings at any point in the process.


Timeline tab

Configure the project timeline and meeting settings for the project.

Meeting Types

This list shows the meetingProjects meetings include phone calls, client meetings, contractor meetings, conversations, conference calls, tasks, site visits, and any other custom events that may have been added to the project. types that are available for this project. You can add new meeting types to the list, as well as edit existing meeting types.

Name

The name of the meeting, which includes phone calls, tasks, site visits, etc.

Show in Calendar

Yes indicates that the meeting is shown in the Calendar view of the Project Timeline activity center.

Show in Journal

Yes indicates that the meeting is shown in the Journal view of the Project Timeline activity center.

Log in

Meeting Minutes indicates that the meeting is available from the Tasks panel of the Meeting Minutes activity center but not the Log view of the Project Timeline activity center.

Timeline indicates that meeting is available from the Tasks panel of the Log view of the Project Timeline activity center but not the Meeting Minutes activity center.

Default Color

The color used to represent the meeting in the Project Timeline activity center and on Info Exchange.

Default Keywords

Any 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. applied to meeting.

Add

Click to open the Add Meeting Type dialog box to add a new meeting type.

Edit

Click to open the Edit Meeting Type dialog box to edit the selected meeting type.

Remove

Click to delete the selected meeting type.

Default Color

Phase

Select a default color from the drop-down list to represent phases in the timeline. Users can still customize the colors for each phase to suit their needs.

Milestone

Select a default color from the drop-down list to represent milestones in the timeline. Users can still customize the colors for each milestone to suit their needs.

Holiday File

Project Override

By default, the project uses the holiday file listed in the Servers tab of the Project Center Administration activity center. Click the button to open the Choose Holiday File Override dialog box to select a different holiday file to apply to this project. A sample holiday file is stored in the templates directory in C:\Program Files\Newforma\2023 Edition\Project Center\Templates\Sample_Holiday_File.xlsx.

 

Define Project Timeline List Values

You can define which global project keyword lists are used in project timeline events for this project.

Project Item Field

The project item field to which the list is applied. The items in this column cannot be edited.

List Name

The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.

Allow Custom

Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.

 

Event Keywords

This list contains the options available to users in the Choose Keywords dialog box for all timeline events.

Global project lists are defined in the Keywords tab of the Project Center Administration activity center.

Edit

Click to open the Assign Project List dialog box to choose the global project list to use as the source of options for the timeline event fields, and whether users can enter their own options.

 

View Summary

Click to open the Project Creation Summary dialog box to review the project’s settings at any point in the process.


Other Project Lists tab

Configure miscellaneous global lists and the project send and receive via methods.

Define List Values

You can define which global project keyword lists are used in other items for this project.

Project Item Field

The project item field to which the list is applied. The items in this column cannot be edited.

List Name

The name of the global list currently being used by the Project Item Field. You can select a different list to apply to the project item field by clicking Edit.

Allow Custom

Yes indicates that users can enter their own keywords in the project item field in addition to selecting the keywords from the list.

 

Building Element Keywords

This list contains the options available to users in the Choose Keywords dialog box for building elements.

Building Model Disciplines

This list contains the options available to users in the Choose Disciplines dialog box for building models.

Building Model Keywords

This list contains the options available to users in the Choose Keywords dialog box for building models.

Discussion Actions

This list contains the options available to users in the Action drop-down for action items.

Document Set Keywords

This list contains the options available to users in the Choose Keywords dialog box for document sets.

Document Set Status

This list contains the options available to users in the Status drop-down lists for document sets.

Markup Session Keywords

This list contains the options available to users in the Choose Keywords dialog box for markup sessions.

Markup Session Status

This list contains the options available to users in the Status drop-down lists for markup sessions.

Markup Status List

This list contains the options available form the Status drop-down for markups in the Newforma Viewer.

Project Email Keywords

This list contains the options available to users in the Choose Keywords dialog box for email message files. Note that users cannot enter custom keywords from the File in Project dialog box, even if Allow Custom is set to Yes.

Project File Keywords

This list contains the options available to users in the Choose Keywords dialog box for project files.

Spatial Index Keywords

This list contains the options available to users in the Choose Keywords dialog box for spaces.

Global project lists are defined in the Keywords tab of the Project Center Administration activity center.

Edit

Click to open the Assign Project List dialog box to choose the global project list to use as the source of keywords for the selected keywords field, and whether users can enter their own keywords.

 

Define Send Via and Receive Via Values

Physical Transfer Methods

Select the global keyword list of physical transfer methods to use with this project. Global keyword lists only have to be defined once and can be referenced by any project. For this field, the global keyword list type is Physical Transfer Method List.

Electronic Transfer Methods

This list shows the available electronic transfer methods that appear in Project Center drop-down lists. Click Add to open the Drag Drop Method dialog box to add additional electronic file transfer methods for this project. You can drag and drop list items to reorder them.

You can also edit and remove transfer methods by selecting the item, then clicking Edit or Remove.

 

View Summary

Click to open the Project Creation Summary dialog box to review the project’s settings at any point in the process.


To access this dialog box

Select a project, then click Edit Settings from the Tasks panel of the Project Center Administration activity center Projects tab.