Select Connected Company dialog box

2 minutes
10 months ago

Select Connected Company dialog box

Use this dialog box to select the company to connect the selected project to via Newforma to Newforma. Select the company from the list, then click OK.

Filter All Columns

You can filter by any text that appears in any of the columns. For example, if you know the name (or part of the name) of the company that you are searching for (or the address, contact, etc), enter at least part of the text in this field. The list updates automatically as you type. For example, if the company you are searching for has the letter j somewhere in one of the columns, enter j in this field. The list will be narrowed down to only companies that have the letter j somewhere in one of the columns.

You can also filter by any text that appears in any of the columns. For example, if you know the name (or part of the name) of the company you are searching for, enter at least part of the name in the Name column filter field. The list updates automatically as you type. The list will be narrowed down to only companies with names containing the text you entered.

Modify Company

Click to open the Modify Company dialog box to edit the selected company’s information.

Columns

For a description of the columns, refer to the Add Company dialog box.

 

To access this dialog box

Click Newforma to Newforma > Connect with Another Company’s Project from the Tasks panel of the Project Center Administration activity center Projects tab.