Fifth Edition Upgrade & Training Considerations
Newforma Nugget Webinar 8th edition: Advanced search and email
Eighth Edition
Please use the link below to connect to the recorded webinar.
Newforma Search icon missing from toolbar
Eighth Edition
If you are missing your Newforma icon in your bottom toolbar:
1. Click the up arrow to expose your seen icons and click the Customize option
Newforma Nugget Webinar: Contract Management Punch Lists
Eighth Edition
Please click the link below to view the Nugget webinar on the new Punch List Android app.
Newforma Search icon missing from toolbar
Eighth Edition
The tray icon is not always visible by default in Windows 7.
1. Click on the up arrow in your tool bar to show all the icons.
Best Practice for the Earned line creation on the Project Tracking tab
Eighth Edition
The Earned line on the Project Tracking tab provides instant feedback for Project Managers and Principals for comparing budget, cost and earned value. Entering the Task % complete on the Billing tab of Newforma Project…
Revit Parameter and Extended Property Mappings
Eighth Edition
The Newforma Add-In for Autodesk Revit provides the ability to synchronize information between Newforma Project Center and Autodesk Revit. Newforma Project Center stores information in “Extended Properties” which are project specific and created by a…
Plan to succeed
Eighth Edition
Plan for a more successful 2012. Check out the articles below!
How do I sync data back to Newforma Project Center from Punch List App
Eighth Edition
1. Open the administration console. 2. In the Permission Sets tab – Select the permission set to update. For Example: Internal, External. 3. Click on Modify. 4. In the Permission List select to highlight Punch…
Newforma Nugget Webinar: Info Exchange for the External User
Eighth Edition
Please select the link below to view the recorded webinar:
Newforma Punch List for Android Guides
Eighth Edition
Punch List for Android connects to projects inside of Newforma Project Center though a login process. To use it, you must either be a licensed user of Newforma Project Center version 8.1 or have a…
The Newforma Punch List tablet app: why we started with Android; where we go from here
Eighth Edition
We built the first version of our mobile punch list app for Android® tablets instead of the popular Apple product, the iPad® mobile digital device (as is its legal name). Why start with Android? Newforma…
Newforma Nugget Webinar: Document Control
Eighth Edition
Select the link to view the recording of the Nugget webinar on the Document Control activity center. This includes a basic overview of functionality and Q&A.
Best Practices for Ensuring Time Get Charged to the Correct Phase
Eighth Edition
When using NPA to compare your Budget to Actual information it is important to ensure that users are charging time to the correct elements of your Vision Work Breakdown Structure. There are some common methods…
How to Show Vacation Time in Utilization Reports
Eighth Edition
It can be useful to show an employees vacation in Newforma Project Analyzer’s Staff Utilization report as unavailable. This can be done by creating an Opportunity called “Vacation.” You can then add a single phase…
Understanding How Hourly Projects are Displayed in Billing Projections
Eighth Edition
Newforma Project Analyzer (NPA) requires special handling for hourly projects so that they can be effectively budgeted and used in Billing Projections. By definition hourly projects in Vision do not have a Contract Fee associated…
Closeout of Contract Management Logs and Data
Eighth Edition
Do you have a need to send the full logs and received and sent files associated with Submittals and/or RFIs? See the following instructions to complete this process. This sample will focus on Submittals. First…
Apply Project Settings across Multiple Projects
Eighth Edition
If you would like to change a setting across multiple projects at one time you can use the “Apply Project Settings” option in the Projects tab in the Global Administration Console. You must be a…
Update your Project Settings Template and Create a Project with it
Eighth Edition
See the attached file to step you through re-creating your project settings default settings spreadsheet and the steps to use this template to create a new project manually.
File an Email in Outlook as a Newforma Contract Management Item
Eighth Edition
If you receive information relating to a Contract Management item via email, you can file the email directly from Outlook to the project item by using the File As option in the Newforma Outlook tools.…
Use Related Items to Link Project Elements in Newforma Contract Management
Eighth Edition
By linking project items through the Related Items tab, you can see all the actions that led to a Change Order. For example, from the Change Order, you can see the Change Order Proposal and…
Newforma Nugget Webinar: Project Images
Eighth Edition
This webinar will focus on how to use the new Project Images Activity Center to easily manage and search all your project images, photos, and videos in Newforma Project Center 8th edition. Newforma Nugget Webinars…
Going the distance
Eighth Edition
The stories in this issue of the Newformant user community newsletter demonstrate the growing establishment of Newforma software for AEC project information management.
Revit® Add-in - System Requirements
Eighth Edition
The Newforma Add-in for Autodesk® Revit® is currently compatible with the following releases of Autodesk® Revit®: Revit Architecture 2011 Revit Structure 2011 Revit Systems 2011 Revit Architecture 2012 Revit Structure 2012 Revit Systems 2012 Revit…
Newforma Quick Start - Revit® Add-in
Eighth Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Spatial Index
Eighth Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Building Information Management
Eighth Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Meeting Minutes
Eighth Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Document Control
Eighth Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
New functions, new products, new opportunities to learn
Keep ‘Send and File in Project’ Messages in Sent Items Folder
Seventh Edition
Eighth Edition
When using the ‘Send and File in Project’ to file a message in Newforma, the default behavior is to move the filed message to the ‘Deleted Items’ folder. It may be desirable to keep a…
Quick Starts
Seventh Edition
Eighth Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Transmittals
Seventh Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Timeline
Seventh Edition
Eighth Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Record Copies
Seventh Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Project Team
Seventh Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Markup
Seventh Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Info Exchange File Transfers
Seventh Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Action Items
Seventh Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
Newforma Quick Start - Project Email
Seventh Edition
Eighth Edition
Quick Start guides are designed to provide instruction, tips and best practices in a concise and easy to read document. Each one page guide focuses on an individual Activity Center, so you can get started…
What should be backed up for Newforma 7th Edition?
Seventh Edition
To ensure that the Newforma environment can be restored in the event of a disaster, the following items should be backed up to a safe location: Newforma Info Exchange Server • Transfer Data - This…
How to change the font size for all reports
Seventh Edition
Eighth Edition
This can be changed by modifying the report_styles.inc file on the Newforma server. The file should be located on the Newforma server at “C:\Newforma\Templates\Seventh Edition\report_styles.inc” (if not found in the C:\ drive, try the D:\…
Nugget2011 - register early and save!
Configure Newforma Items to File Folders for Gmail (for non-Outlook shops)
Seventh Edition
Eighth Edition
FAQ - Newforma Reports for 7th Edition
Seventh Edition
What are the main reporting options currently available within NPC? There are several tools built-in to Newforma Project Center that allow users to sort, filter, change columns, and print to various output types like PDF,…
Can I use another application besides InfoPath to Edit the Newforma forms?
Seventh Edition
Eighth Edition
The only application that can be used for customizing the Newforma Template Form Styles is MS InfoPath. Both 2007 and 2010 versions are supported.
How can I add our Disclaimer text into the Newforma Submittal Response form?
Seventh Edition
To do this, edit the SubmittalResponseForm.xsn file. This file is located in the templates folder on your Newforma Project Center Server. The path will be C:\Newforma\Templates\Seventh Edition\SubmittalTransmittalFormView. The drive letter will reflect the actual installation…
Removing “about:blank” footers
Seventh Edition
Eighth Edition
Headers and footers on the Newforma Form styles retain the Internet Explorer setting. If you are seeing a footer that looks like “about:blank” on your PDF files, this can be removed. To remove this you…
How Can I change the TO: field Values
Seventh Edition
In the Default form that Newforma Creates, whether it is the TransmittalFormView or any of the Submittal or RFI forms, the field values that are associated with this repeating section include the Recipients name, Company,…
How do I edit the Newforma Form Templates
Seventh Edition
Eighth Edition
To edit these forms you will need to have a copy of MS InfoPath either 2007 or 2010. Install this on the computer that you want to do the custom editing on. I recommend that…
In the Project Folders tab when creating a project, what does the Modify Label button do?
Seventh Edition
Eighth Edition
In the Newforma Administation console, navigate to the Projects tab and then, Click to open the Modify Project Folder Label dialog box to customize the name of the folder as it appears in Project Center…
What is the project image used for and where is it visible?
Seventh Edition
Eighth Edition
The project image is shown in the Task Panel when a user opens a project and is also shown on the Info Exchange Server when a user logs in and navigates to the Project Information…
What do the Latitude & Longitude values add to our project setup?
Seventh Edition
Eighth Edition
If you want to open this project to its exact location in Google Earth, enter the latitude and longitude values. Use this feature. When creating the custom activity, you must enter [EarthLocation] (exactly as shown)…
I created a custom Keyword list, how do I associate it to my projects.
Seventh Edition
The steps to associate a custom keyword list to your project, first, navigate to the Newforma Global Administration Console, select the projects tab and filter/sort and find the project you want to edit the keyword…
Why would I set a user’s license type to “Express”?
Seventh Edition
Eighth Edition
There are two license types that you can set in Newforma Project Center. Professional, which is full featured and is the default setting. There is also an Express license that can be set. Express users…
If a user loses their login to our NIX, how can I resend this to them?
Seventh Edition
Eighth Edition
In the Newforma Administration Console, Navigate to the Contacts tab. Filter and sort the list until you find the user that needs their login information. Highlight this user and either right click and select “Resend…
What are Ad Hoc contacts?
Seventh Edition
Ad hoc contacts are any contacts that were entered in a project item as just an email address. They are automatically added to the database so that they can be completed in the future.
What are the implications of turning off the Auto filing check box in the Admin console?
Seventh Edition
If you deselect this filing option, your users will be able to use the drag and drop folders within their email mail box but instead of Newforma filing these emails into the corresponding project, the…
I want a different logo on my Template Form Styles vs. Our Info Exchange WEB site Can I do that?
Seventh Edition
Eighth Edition
To alter the image that you are using on your Newforma Template Styles, first establish the Logo file you want to associate with your Form Template Styles. Copy your logo file to the following location…
Implications of setting the toggle to only have administrators edit internal email addresses
Seventh Edition
This setting is located in the Global Administration Console, under the Servers Tab within the General Tab of your Newforma Project Center Server, located in the Licensing area on this screen. Navigate to the Newforma…
How do I change our logo on our Info Exchange server?
Seventh Edition
Eighth Edition
This can be changed easily in the Newforma Administration Console and navigating to the General tab after selecting your Info Exchange Server. The logo can be changed just by navigating to the image file you…
Global Project Lists vs. Project Settings (upgrade) – Timeline is still a project settings table.
Seventh Edition
Eighth Edition
In Seventh Edition we have expanded the Global Project Settings to include the Physical Transfer Methods, Submittal Settings, and RFI settings instead of these settings being defined on a project level.
What does the email setting do on Info Exchange?
Seventh Edition
When the email check box is selected the project emails that have been filed will be published to your Info Exchange Server. You must be a Newforma Project Center Administrator to complete this task. Read…
What are my choices for Newforma Items To File Email folder names?
Seventh Edition
Eighth Edition
A folder called Newforma - Items to File gets added 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…
Template Style Forms – What are these and can we customize these ourselves?
Seventh Edition
Eighth Edition
Template Style Forms are the paper version of Transmittals, Submittals, Rfis, and more. Prior to your use of Newforma these forms were usually generated in MS Word or Excel. Newforma is using an intelligent system…
Email Folder Options
Seventh Edition
Eighth Edition
Newforma does have the ability to setup multiple folders that your users can file emails into on a project level.
What do the confidential project settings do?
Seventh Edition
Newforma has three different setting in Seventh Edition for confidential projects. In the Project Information tab, click the confidential drop-down list and select • Select No to make this project visible in the All Projects…
Implementation process in a nutshell
Seventh Edition
Eighth Edition
1. Hardware in place
2. Pre-Deployment verification
3. Deployment
4. Configuration
5. Training
For detailed information, please visit the Services page here:
What does taking a project off-line do?
Seventh Edition
Eighth Edition
To Move a Project Off-Line you need to navigate to the Newforma Administration Console, select the Projects tab and highlight the project that you want to take off-line. In the Task Panel, select the option…
What happens to a project in Newforma when a user renames a project folder in File Explorer?
Seventh Edition
Eighth Edition
If you only want to rename a project folder without having to repair broken links, simply select the folder in the Project Files activity center and click Explorer Tasks > Rename. The folder is also…
When I archive a project, what is the process to point to the project data in the new location?
Seventh Edition
Eighth Edition
How to Re-path a project when the project files have changed File Server locations 1.If you are not already there, open the Project Center Administration activity center by clicking Project Center Administration from the Tasks…
Publishing PDF options
Newforma User Group April 27 & 28, 2011 - save the date!
Getting clarity
Feature description - Action Items
Seventh Edition
Feature description - Compare
Seventh Edition
Can I customize reports within Newforma Project Center?
Seventh Edition
Newforma Project Center Seventh Edition opens up new abilities to create custom reports using 3rd party reporting services. An example of one such reporting service is SQL Server Reporting Services (aka ‘SSRS’). Here are a…
Take 5 introductory video tutorial - RFIs
Seventh Edition
Feature description - RFIs
Seventh Edition
Take 5 introductory video tutorials - Submittals
Seventh Edition
Take 5 video tutorial: Log a physical submittal
Feature description - Submittals
Seventh Edition
Feature description - Record Copies
Seventh Edition
Feature description - Document Sets
Seventh Edition
Take 5 introductory video tutorials - Transmittals
Feature description - Transmittals
Seventh Edition
Take 5 introductory video tutorials - Newforma Info Exchange
Seventh Edition
Feature description - Newforma Info Exchange
Seventh Edition
Take 5 introductory video tutorial - Action Items
Seventh Edition
Take 5 introductory video tutorial - Compare
Seventh Edition
Feature description - Project Timeline
Seventh Edition
Take 5 introductory video tutorial - Project Timeline
Seventh Edition
Feature description - Markup/Markup Sessions
Seventh Edition
Feature description - Snapshot
Seventh Edition
Take 5 introductory video tutorial - Viewer and Markup
Seventh Edition
Feature description - Newforma Viewer
Seventh Edition
Feature description - Project Keywords
Seventh Edition
Take 5 introductory video tutorial - Project Team
Seventh Edition
Feature description - Project Team
Seventh Edition




