Project Publisher Overview

2 minutes
5 months ago

Project Publisher Overview

Project Publisher enables you to package selected project documents to archive a project at defined milestones as well as publish a project (also known as project closeout or handover) to your clients at the end of the project. It enables you to select the information you’d like to publish (including record documents, submittals, change orders, and other project items), set the appearance of the information, and then publish the results as .PDF or .HTML files to an optical disk or network folder.

Project Publisher requires Newforma Contract Management licensing.

After publishing a project, you’ll have access to:

A document made up of a title page and a table of contents, which acts as a directory to the information;

Documentation files about the construction, operations, or maintenance of the building;

A log of the final record documents, submittals, RFIs, change orders, etc. for the project along with associated files.

You can publish the following types of project data:

Contract management items

Daily reports

Document sets

Field notes

Meeting minutes

Models and elements

Project team

Punch lists

Record documents

Site visits

Space items

Contract Management items include the final sent transmittal record copy files and can include the original received record copies as well.

 

Templates

All of the templates in the following list must be present in the templates folder on the Project Center Server, whether you use the default Project Center templates folder or your own modified versions of these templates in another system folder. None of the templates can be missing.

AddendumsLogView.docx

BimItemsLogView.docx

BulletinsLogView.docx

CalendarItemLogView.docx

Change Order ProposalsLogView.docx

Change OrdersLogView.docs

Construction Change Directives.docx

ContractsLogView.dcocx

Cost CodesLogView.docx

Daily ReportsLogView.docx

Field NotesLogView.docx

Heading1.docx – template for the title bar in the templates

ProjectPublisherTitlePage.docx – title page

ProjectPublisherTOC.docx – table of contents page

ProjectTeamLogView.docx

Proposal RequestsLogView.docx

PunchlistItemLogView.docx

RecordDocumentByIssueLogView.docx – record documents (Document Control) grouped by issue

RecordDocumentLogView.docx – record documents (Document Control)

RecordDocumentLogViewByPurpose.docx – record documents (Document Control) grouped by purpose

RfisLogView.docx

Site VisitsLogview.docx

SpaceLogView.docx

SubmittalsLogView.docx

Supplemental InstructionsLogView.docx

 

Getting started

From the Activities list or the Project Home activity center, click Project Publisher to open the Publish Project Information dialog box to begin publishing the project.

If you do not see the Project Publisher option, add it using the Edit Project Home Contents dialog box.