Model Views

Create Report

Click to open the Create Report dialog box to select the type of model views report to create.

You can customize which columns appear in reports simply by selecting which columns to show and hide in the activity center. Simply right-click on column headers to add or remove columns. A checkmark indicates the column will appear in the activity center and the report.

Selected Model View

Review Related Action Items

This task is available only when you select a model view that has related action items.

Click to open the Related Action Items activity center to view action items related to the selected item.

Review Related Markup Sessions

This task is available only when you select a model view that has related markup sessions.

Click to open the Related Markup Sessions activity center to view information about and preview the related markup sessions.

The file tasks apply to files in the Supporting Documents tab. See File Tasks panel for more information.

See Email Tasks panel for more information.

See Related Item Tasks panel for more information.

Model Views

Category drop-down list

Select All Model Views to list all model views for the project.

Click to toggle between showing model views for all users or only model views you are involved with.

Filter All Columns

You can filter by any text that appears in any of the Items columns in this section. For example, if you know the name (or part of the name) of the model view that you are searching for (or the category, discipline, etc.), enter at least part of the text in this field. The Items list updates automatically as you type. For example, if the model view you are searching for has the number 30 somewhere in one of the columns, enter 30 in this field. The list will be narrowed down to only model views that have the number 30 somewhere in one of the columns.

Click to clear all filters.

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Click to toggle between showing and hiding the column filter fields.

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Click to group by the any of the columns. For example, if you want to group the list of items by name, select Name from the drop-down list. The items will be grouped into separate sections alphabetically by subject. See Column Sorting, Filtering, and Grouping for more information.

Columns

All model view columns are listed here. Right-click on any column header to list or de-list columns. Click the icons for more filtering options.

Name

The name of the model view.

Author

The author of the model view.

Team Members

The project team members involved with the model view.

Related Items

If the model view has any related items, the icons appear here.

Related Project Items

This column is a text version of the icons in the Related Items column. The text will appear in reports.

Category

The model view’s category.

Discipline

Any disciplines applied to the model view.

Keywords

Any keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. applied to the model view.

Create Date

The date the model view was created.

Preview tab

This tab displays the selected model view.

Description tab

This tab displays the text from the selected model view’s Description tab (from the Modify Model View dialog box).

Email Log tab

This tab lists all email messages associated with the selected model view. Users can drag and drop email messages from Microsoft Outlook and Windows Explorer into this log.

Double-click an email message to open it in Microsoft Outlook or the Project Center Email Viewer. From there, you can reply to or forward the message.

The number in parentheses indicates the number of email messages linked to the model view.

Supporting Documents tab

Use this tab to attach files to the selected model view, and to view attached files. For example, if you define a model view based on a drawing, you can use this tab to attach the drawing file to the model view.

The number in parentheses indicates the number of files that are attached to the model view.

You can copy and paste and drag and drop files from Windows Explorer into this tab.

Preview tab

A preview of the selected file appears here.

Related Items tab

This tab lists all related Project Center items for the file.

Related Items tab

This tab lists all related Project Center items for the selected model view.

Create Related > Action Item

Click to open the Identify Action Item dialog box to create a new action item and link it to the current model view.

Create Related > Transfer > Via Email

Click to open the Send Files to Email Recipients dialog box to send project files via email. Nothing is logged in this tab.

Create Related > Transfer > Via Info Exchange

Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to transfer project files via your Newforma Info Exchange Server and link the transfer to the current model view.

Create Related > Transmittal > Via Email

Click to open the Send Files and Create an Outgoing Transmittal dialog box to send project files via email, file an outgoing transmittal for a file transfer, and link the transfer to the current model view.

Create Related > Transmittal > Via Info Exchange

Click to open the Transfer Files and Create an Outgoing Transmittal dialog box to transfer project files via your Newforma Info Exchange Server, create a new outgoing transmittal for the file transfer, and link the transfer to the current model view.

Create Related > Contract Management> Contract Management Item

Click to open the Create Contract Management Item dialog box for the type of contract management item you selected to create a new CM item and link it to the current model view.

Create Related > Web Link

Click to open the Create Web Link dialog box to enter a web link and automatically relate it to the selected Project Center item. After it is created, the Relation Type column will indicate Web Link, and users can double-click on it to open the website.

Relate to >

Click to select an existing project item and establish a relationship between it and the currently selected model view. This gives you the ability to link two items that are related together. (For example, an action item that is related to a model view.) Select Another Project Item to open the Select Project Item dialog box to locate an item that is not in the list. When you create a relationship between two items, each item’s icon is added to the other item’s Related Items column and tab.

Share with External

Click and select Yes to allow the selected web link to be shared with external project team members through Info Exchange.

Remove

Click to unlink and remove the selected project item from the Related Items tab.

Removing a related item from the Related Items tab does not remove it from the database.

The Relation Type column  has two icons to indicate the relationship type:

The icon indicates that the relationship was created by a user and can be deleted (such as an action item related to a model view).

The icon indicates that the relationship was created by Project Center and cannot be deleted (such as a transmittal or record copy related to a model view).

Change Log tab

This tab lists the dates and project team members who created and modified the model view.