Closeout of Contract Management Logs and Data

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… » Danalynn Beck, Technical Services, Newforma, Inc. 09/19/2011 - 2:13PM 128 View(s)

Keep ‘Send and File in Project’ Messages in Sent Items Folder

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… » David Dark, Customer Solutions Engineer, Newforma, Inc. 02/15/2011 - 6:55PM 369 View(s)

What should be backed up for Newforma 7th 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… » David Dark, Customer Solutions Engineer, Newforma, Inc. 01/10/2011 - 4:00PM 299 View(s)

How to change the font size for all reports

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:\… » David Dark, Customer Solutions Engineer, Newforma, Inc. 01/10/2011 - 3:20PM 311 View(s)

Configure Newforma Items to File Folders for Gmail (for non-Outlook shops)

» David Dark, Customer Solutions Engineer, Newforma, Inc. 01/04/2011 - 12:53PM 507 View(s)

FAQ - Newforma Reports for 7th 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,… » David Dark, Customer Solutions Engineer, Newforma, Inc. 01/04/2011 - 12:11PM 1 Comment(s)354 View(s)

Should I setup Project Email Addressing?

As of Seventh Edition, Newforma offers a new feature that allows project team members to file email to a project simply by adding a project email address on the ‘To:’ or ‘CC:’ line of a… » David Dark, Customer Solutions Engineer, Newforma 09/29/2010 - 1:19PM 548 View(s)

How To change or set your logo on your Info Exchange and by default your Newforma Template forms.

To set this you would navigate to your Newforma Administration console, (you must be a Newforma Global Administrator to complete this action).  Now navigate to the Servers Tab.  Select you Info Exchange server and go… » Danalynn Beck, Technical Services, Newforma, Inc. 09/29/2010 - 8:25AM 282 View(s)

I need to have a custom Transmittal Form for a specific project, How can I do this?

In Newforma we have a Default style setup for your Newforma generated forms such as Transmittals, Submittals, RFIs, etc.  These forms are defined as a style.  You can create a custom style that consists of… » Danalynn Beck, Technical Services, Newforma, Inc. 09/29/2010 - 8:11AM 594 View(s)

Re-path a Folder and Remove Project Folder with Broken Link

If another project folder is added to a project with the intent to replace the existing folder, there is a chance the old folder may still be referencing related items, causing an error when trying… » David Dark, Customer Solutions Engineer, Newforma 09/27/2010 - 1:27PM 520 View(s)

Changing the “Items to File” Label

To add aesthetic value to the “Newforma - Items to File” folders, the five character project code can be removed from the “Items to File” label.  The steps below describe how to change the “Items… » David Dark, Customer Solutions Engineer, Newforma 09/27/2010 - 12:10PM 329 View(s)

How do I set the email filing options for multiple users in Newforma 7.1?

“I want to set the email filing options for multiple users and do not want to do this on each person’s system one by one.  Can this be done, and if so, what are the… » Dana Beck, Technical Services, Newforma 09/22/2010 - 2:11PM 398 View(s)

Video: “There Are 4 P’s in Practice”

In a video from KA Connect 2010, Newforma’s Bob Batcheler shares some thoughts on the relationship between project information and institutional knowledge resources.: » Patrick Gillam, Newforma 08/23/2010 - 11:08AM 310 View(s)

Can Newforma be trained to automatically create a sequential submittal number based on the spec?

Absolutely. You must be a Newforma Global Administrator to do this. Go into Project Center Administration, select the Projects Tab. Highlight the project that you want to set the Submittal Auto-Numbering setting. Select “Edit Settings”… » Danalynn Beck, Technical Services, Newforma, Inc. 06/24/2010 - 4:11PM 723 View(s)

Can I specify the name of the Newforma Items to File Folder in Outlook

To set this value you must be a Newforma Project Administrator.  To do this you would go into the Newforma Administration Console, Navigate to the Projects Tab.  To edit this setting select one of your… » Danalynn Beck, Technical Services, Newforma, Inc. 06/24/2010 - 3:38PM 544 View(s)

Did you know you can add a folder table to your project setup template?

When you create a new project in Newforma you can add a default project subfolder structure that will be created as your Newforma Project gets added. To do this, just add the table shown below… » Danalynn Beck, Technical Services, Newforma, Inc. 06/24/2010 - 2:42PM 540 View(s)

Newforma Project Center on a Macintosh

» Dave Plunkett, VP Engineering, Newforma 04/09/2010 - 2:01PM 2 Comment(s)1231 View(s)

How do I add meeting requests to the Project Timeline calendar?

If you receive a meeting request in Outlook,select the meeting request and on the Newforma toolbar in Outlook select File As a New Timeline Event. Choose the Project from the list and click OK. Any… » Christine Kallock, Technical Trainer, Newforma, Inc. 03/28/2010 - 10:55PM 657 View(s)

How do internal team members enter new submittals that have been posted to Info Exchange?

In 6th edition, if an external team member uploaded submittals to Info Exchange, then you can easily enter them into the Submittal Activity Center. You will receive a notification email once the submittal has posted.… » Christine Kallock, Technical Trainer, Newforma, Inc. 03/28/2010 - 10:24PM 1138 View(s)

How do external team members upload submittals to Info Exchange?

An external team member has been given access to Info Exchange, then they can upload shop drawings and other submittals that may be too large to email.  They would simply login to the website and… » Christine Kallock, Technical Trainer, Newforma, Inc. 03/28/2010 - 9:23PM 866 View(s)

Setting Who will Receive Newforma Administration Notifications

There are 2 settings in the Administrative Console defining who receives Newforma Administration Notifications. These Notification include: If your NPCS is disconnected from your Info Exchange If you are running our of Hard drive space… » Dana Beck - Technical Services, Newforma, Inc. 03/23/2010 - 8:00AM 307 View(s)

Adding Secondary Locations to your Projects

To add the secondary Locations to your projects you will open each project, edit it’s settings and add the secondary location.  To do this go into the Newforma Admin console, select the projects tab, double… » Dana Beck - Technical Services, Newforma, Inc. 03/19/2010 - 11:01AM 270 View(s)

Update Your Logo on Info Exchange

To Change this you would want to be in the Newforma Admin Console. Select the servers tab, and then highlight the Info Exchange Server. On the General Tab, an the right is where you can… » Dana Beck - Technical Services, Newforma, Inc. 03/19/2010 - 10:58AM 419 View(s)

Changing submittal settings

To change these settings it is easiest to edit one project, make sure the changes are the way you want them and then apply these settings across all of the rest of your projects. To… » Dana Beck - Technical Services, Newforma, Inc. 03/19/2010 - 10:51AM 684 View(s)

Using Newforma Project Center to Drive the BIM Markup Process

» Patrick Gillam, Newforma 01/29/2010 - 11:40AM 769 View(s)

How Can I Get a Report with My Open Items for all of My Projects?

If you are looking for a report that has items that are open to you for all your projects, then look no further! From My Project Center, simply select a project from your My Projects… » Christine Kallock Technical Trainer, Newforma Inc., 11/02/2009 - 2:13PM 372 View(s)

How to Add the Project Timeline Calendar to my Outlook 2007 Calendar

For Outlook 2007 users, you can add the Project Timeline Calendar to your Outlook calendar and subscribe to updates. In Project Timeline, in the Task, select Timeline Utilities/Add to Microsoft Outlook and subscribe to updates.… » Christine Kallock, Technical Trainer, 09/28/2009 - 8:08PM 1295 View(s)

How to create Multiple Project Reports

You can create project reports for multiple projects from My Project Center.  In the Task, select create multi-project report and choose from the My Project list or from the All Projects list or a combination. … » Christine Kallock, Technical Trainer, 09/28/2009 - 7:41PM 627 View(s)

How to Add or Remove Recipients from an Info Exchange Transfer

If you want to add or remove someone from an Info Exchange Transfer, it can be done easily in the Info Exchange Activity Center.  In the Info Exchange Activity Center, select the Outbox from the… » Christine Kallock, Technical Trainer, 09/28/2009 - 7:14PM 429 View(s)

How do I set Reminders for my Info Exchange Transfers and Transmittals?

Create a transmittal by going into Info Exchange activity or Transmittals activity Center.  After you select Create the Options dialog will open.  Select the Edit button to change the Notifications and Reminders » Dana Beck - Technical Services, Newforma, Inc. 09/25/2009 - 2:58PM 321 View(s)

What are the differences between 5e & 6e Project Settings?

If you have updated from Fifth Edition to Sixth Edition you may have noticed that your Project Settings Excel Template also needs to be updated.  Here is a comparison between the two versions. » Dana Beck - Technical Services, Newforma, Inc. 09/25/2009 - 2:51PM 272 View(s)

How Can I Export my Project Data out of Deltek Vision to help Create my Project Import list xls

1. You will need to create a Project List report, from Reporting on the navigation tree at the left. 2. In the Search field, create a search query that finds all the projects you want… » Dana Beck - Technical Services, Newforma, Inc. 09/25/2009 - 2:31PM 557 View(s)

Not getting the results with the carrot, get out the stick!

Newforma is pleased to present OWP/P with our second Creative Adoption of Newforma “CAN Do” award. We appreciate OWP/P’s “CAN Do” attitude towards driving Newforma Project Center usage across every aspect of their business. Email,… » newforma 08/18/2009 - 12:56PM 1028 View(s)

How do I change the Licensing for my users, Express, Professional, Construction Administration?

As a Newforma Global Project Administrator, You have the ability to toggle the correct access to the activities in Newforma.  To do this go to the Newforma Admin Console, Switch to the Project Center Users… » Dana Beck - Technical Services, Newforma, Inc. 08/13/2009 - 11:09AM 697 View(s)

How do I set the order of the files that are printed or combined into a single .PDF?

When printing files or combining files into a single .PDF, you can set the order for publishing by dragging and dropping the order of the files.  In Project Files or Document Sets, select the files… » newforma 06/28/2009 - 11:08PM 372 View(s)

How do I enter a meeting/appointment from Outlook to the Newforma Project Timeline Calendar?

In Outlook, You can file meetings/appointments as a new Timeline event that will appear on the Project Timeline Calendar. When creating the meeting in Outlook, on the toolbar select the down arrow on the Send… » newforma 06/28/2009 - 10:59PM 630 View(s)

How do I remove files from Info Exchange before the expiration date?

Maybe you posted the wrong files or maybe the files have been revised and you want to remove the previous version of the files and before you post the new version and the files have… » newforma 06/28/2009 - 10:39PM 434 View(s)

How do I add my submittal responses so they appear in the Action menu?

In the Project Setup, on set 6 of 8, at the bottom of the page you can map your submittal responses to Newforma’s submittal responses.  For Example, you can map what you considered an approved… » newforma 06/28/2009 - 10:05PM 765 View(s)

How can I get rid of the generic Headers and Footers printing out on my Newforma Forms?

To Edit these settings, you should do into Internet Explorer and change the Header and Footer options in Page Setup to be empty. » Dana Beck - Technical Services, Newforma, Inc. 06/19/2009 - 2:32PM 394 View(s)

How do I go about Requesting a New Feature in Newforma?

Send Us a Suggestion…........ Go to the Help Pull Down and select “Send a Suggestion” » Dana Beck - Technical Services, Newforma, Inc. 06/19/2009 - 2:20PM 3 Comment(s)294 View(s)

Project Naming – Special Characters

When creating a new project the Project Name is a required field. When creating the list of your projects, the Project name field cannot contain certain special characters.  These include: # $ % ^ :… » Dana Beck - Technical Services, Newforma, Inc. 06/19/2009 - 2:19PM 1 Comment(s)314 View(s)

What do all of the Icons next to things Represent

Do you know what all those Icons stand for?  » Dana Beck - Technical Services, Newforma, Inc. 06/19/2009 - 2:15PM 316 View(s)

Basic Automated File Items Troubleshooting

Currently, one of the more common questions coming into the Newforma Support team revolves around Project Email; more specifically Automated File Items. In an effort to remain as pro-active as possible, Newforma Support would like… » Steve Burri - Client Support Manager, Newforma, Inc. 04/17/2009 - 9:07AM 1 Comment(s)1198 View(s)

How to Search a set of Search Results

Did you know that you can search a set of search results in Newforma Project Center?  In the task panel, you have the option to search the results.  Enter the text in the field provided… » Christine Kallock, Technical Trainer, Newforma 03/27/2009 - 3:08PM 506 View(s)

How to Filter the Project Folders by file type

Do you know that you can filter the Project Files by the file type?  In the Project Files activity center, you can choose the file type that you are looking for by clicking the down… » Christine Kallock, Technical Trainer, Newforma 03/27/2009 - 3:06PM 471 View(s)

How to use Wildcards to Search your Data

Did you know that you can use wildcards to search your data?  Putting an asterisk behind a word replaces 0 or more characters so that you can find all incidences of the text containing the… » Christine Kallock, Technical Trainer, Newforma 03/27/2009 - 1:06PM 411 View(s)

Did you know that you could change Project Settings across all or selected projects at one time?

To complete this you would edit these specific settings on one project, export this project to a Template » Dana Beck - Technical Services, Newforma, Inc. 03/19/2009 - 4:20PM 623 View(s)

How to customize your own Form Templates

What is a Form Template?  Where are the files and how can I customize them? A Form Template is the output form you would have had as a Word Document or an Excel spreadsheet prior… » Dana Beck - Technical Services, Newforma, Inc. 03/19/2009 - 1:31PM 609 View(s)

How to print the notes and your Markups for a Markup Session

Go into the Markup Sessions Activity Center.  Filter the log to view the Sessions you would like the report to cover.  Select the “Create A Report” link in the Task Panel.  Select the format type… » Dana Beck - Technical Services, Newforma, Inc. 03/19/2009 - 1:30PM 565 View(s)

How to Setup a Custom Logo for your Form Templates

To point to your custom logo for your InfoPath forms please edit the logo style call in your standard form setup in the Newforma Administration console.  To do this please follow the following steps: 1.… » Dana Beck - Technical Services, Newforma, Inc. 03/19/2009 - 12:38PM 366 View(s)

SWBR Architects shows their CAN Do attitude with The Biggest Loser contest

Newforma is pleased to present SWBR Architects with our inaugural Creative Adoption of Newforma “CAN Do” award. We appreciate SWBR’s “CAN Do” attitude with an adaptation of NBC’s popular TV show The Biggest Loser. Similar… » Dan Conery, Newforma 03/17/2009 - 9:37AM 1030 View(s)

Sharing Work Between Offices Using Newforma Project Center

The team working on a single AEC project is often spread between multiple offices of a company. Our customers often ask about best practices for sharing project information in this type of environment. This document… » Dave Plunkett, VP Engineering, Newforma 03/12/2009 - 6:51PM 1 Comment(s)1028 View(s)

Earn one AIA learning unit at this BSA reception

On April 16, 2009, Newforma and Diversified Technology Consultants are co-hosting a user group reception at the offices of the Boston Society of Architects. In addition to the opportunity it provides to socialize with peers,… » Dan Conery, Newforma 03/03/2009 - 11:45AM 572 View(s)

Newforma Project Center Performance Characteristics

» Dave Plunkett, VP Engineering, Newforma 03/02/2009 - 4:24PM 2 Comment(s)1237 View(s)

How do I generate an action item report for all the projects a team member is on?

1.    On the My Project Center page, down in the Project Activity Summary area, select the View in Window drop down as shown (doesn’t matter which project is selected in the My Projects list… » Renee VanDyne, Services Program Manager, Newforma 12/29/2008 - 3:06PM 671 View(s)

SQL Template.xls

Did you know that there is a topic in our Help system that will assist you with embedding your SQL queries into your Project Center templates when working on your Deltek Vision integration?  » Renee VanDyne, Services Program Manager, Newforma 12/29/2008 - 2:49PM 2 Comment(s)847 View(s)

InfoPath Training Videos

Did you know that we have a nice set of InfoPath training videos to assist you in customizing your own forms within Newforma Project Center?  Here are the direct links that are located in our… » Renee VanDyne, Services Program Manager, Newforma 12/29/2008 - 2:36PM 661 View(s)

Earn AIA continuing education units for Newforma Project Center training

Did you know that many Newforma Project Center training sessions qualify for continuing education units (CEUs) through the American Institute of Architects? One hour of training generates one learning unit, or LU. Newforma offers training… » Renee VanDyne | Services Program Manager, Newforma 11/18/2008 - 9:38AM 976 View(s)

Determining Newforma Version

Newforma Fifth Edition requires that the Info Exchange Server and Project Center Server be on the exact same version to communicate and function.  The requirements are slightly less restrictive with the Newforma client (but all… » Steve Burri - Client Support Manager, Newforma, Inc. 11/14/2008 - 5:14PM 359 View(s)

Project Center Server service shutting down?

Newforma’s support team has identified an occurrence happening at some of our customer sites.  There is a requirement that the MySQL and Newforma data on the Newforma Project Center Server be excluded from back-ups and… » Steve Burri, Newforma, Inc. 09/19/2008 - 10:18AM 1 Comment(s)505 View(s)

Read Receipt and Delivery Receipt in Newforma Project Center Emails and Notifications

I was recently asked the question, “When a Newforma Project Center user sends out an email or a notification email as a result of an action such as an Action Item, a Transmittal or an… » Mike Petrovick, AIA, Newforma, Inc. 07/25/2008 - 2:32PM 750 View(s)

Using Newforma to Quickly Save Files to Any Project Location

Looking for a way to quickly save any file to a standardized project location on your Network? Let Newforma help! With Newforma’s integration into the standard windows save dialog, you can easily and quickly save… » Brad Hartnagle, Newforma 06/23/2008 - 10:10AM 1 Comment(s)450 View(s)

Forget your password? Change your password?

The pictures tell you how to get a new password and change it to something you’ll remember. » Patrick Gillam, Newforma 06/18/2008 - 2:52PM 373 View(s)

Virtualization of Newforma Servers

April 2, 2008 - Server virtualization is a promising technology that is interesting to nearly every Newforma customer.  Virtualization promises to lower cost, simplify administration, reduce space and power requirements, and simplify load balancing and… » Dave Plunkett, Newforma Engineering 04/18/2008 - 11:12AM 1 Comment(s)1773 View(s)

How can I show the logo in my email notification forms?

In Fourth Edition, the logos were removed as they have been a cause for the email notifications to be blocked as spam. Note that changing the formatting of the forms to add the logos could… » Steve Burri, Newforma 02/28/2008 - 12:26PM 399 View(s)

How to get technical support

Technical support is primarily managed by your company’s I.T. team.  If you have issues or problems with Newforma Products, contact your I.T. team.  You I.T. team has the necessary tools and knowledge to diagnose and… » Steve Burri, Newforma 02/28/2008 - 12:12PM 332 View(s)

How much project data can be searched by a single Newforma Project Center server?

A Newforma Project Center Server maintains a search index that allows fast searching of project files.  This index is a custom database optimized for fast text searches.  The index is constantly updated by the Newforma… » Dave Plunkett, Newforma 02/28/2008 - 9:56AM 361 View(s)