http://www.newformant.com/index.php/site/index/ The posts in the site en tanderson@newforma.com Copyright 2012 2012-01-24T21:54:50+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_nugget_webinar_8th_edition_advanced_search_and_email/ http://www.newformant.com/index.php/site/postdetail/newforma_nugget_webinar_8th_edition_advanced_search_and_email/#When:21:54:50Z This webinar covers advanced search and email management topics in Newforma Project Center 8th edition. Please use the link below to connect to the recorded webinar. http://help.newforma.com/Video/Nuggets/2012-01-23_11.0_Newforma_Project_Center_8th_Edition_Advanced_Search_and_Email_Management.wmv Newforma, Project Email, Search 2012-01-24T21:54:50+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_search_icon_missing/ http://www.newformant.com/index.php/site/postdetail/newforma_search_icon_missing/#When:16:14:33Z The Newforma icon is missing from your toolbar. You can display the icon easily with customizing your visiblility options. 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 2. Under Newforma Project Center, select the view option to “Show icons and notifications”. Newforma, Search, Snapshot 2011-12-15T16:14:33+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_nugget_webinar_contract_management_punch_lists/ http://www.newformant.com/index.php/site/postdetail/newforma_nugget_webinar_contract_management_punch_lists/#When:21:41:34Z Here you will find the link to the December Newforma Nugget that covers downloading, configuring and using the new Punch List Android app. Please click the link below to view the Nugget webinar on the new Punch List Android app. http://help.newforma.com/Video/Nuggets/2011-12-12_12.00_Newforma_Project_Center_8th_Edition_Contract_Management_Punch_Lists.wmv Newforma, CM - Punch List 2011-12-13T21:41:34+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_search_icon_missing_from_toolbar/ http://www.newformant.com/index.php/site/postdetail/newforma_search_icon_missing_from_toolbar/#When:20:12:03Z Are you missing your Newforma search icon from your windows toolbar?  You may need to adjust a setting to have it appear in Windows 7. 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. 2. You may have to bring up the Customize dialog. and then change your preference on this dialog: 2011-12-13T20:12:03+00:00 http://www.newformant.com/index.php/site/postdetail/best_practice_for_the_earned_line_creation_on_the_project_tracking_tab/ http://www.newformant.com/index.php/site/postdetail/best_practice_for_the_earned_line_creation_on_the_project_tracking_tab/#When:20:06:58Z 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 Analyzer, is how the earned value line is built. In general, this % complete should be updated on a monthly basis. This may be performed while the Project Manager or Principal is confirming the billing % to be invoiced for the current month and the projection for the future month. It is not necessary for the Task % complete to equal the billing % complete as there may be restrictions on the billing % per the contract with the client. The Task % complete should be the true and accurate earned value as determined by the Project Manager or Principal. As the Task % complete is updated on a monthly basis, the earned value line is built on the Project Tracking tab for continuing analysis on the project. Newforma, Newforma Project Analyzer 2011-12-08T20:06:58+00:00 http://www.newformant.com/index.php/site/postdetail/revit_parameter_and_extended_property_mappings/ http://www.newformant.com/index.php/site/postdetail/revit_parameter_and_extended_property_mappings/#When:05:55:10Z 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 user. Revit stores information in “Parameters” which are also project specific and can be created by the user. Project Center has a Settings dialog box that can be used to create Extended Properties and control how they are mapped to Revit Parameters. This settings dialog box can be accessed by clicking the “Edit Settings” button from within Revit when the following actions are performed, “Sync Sheets”, “Sync Spaces”,  and “Sync Elements”. The Edit Settings dialog box consists of two lists. The top list will show any Extended Properties created in Newforma Project Center. You can create new Extended Properties from this dialog box by clicking the “Add” button. The second list will show any mappings created between Extended Properties and Parameters. It will show the name of the Extended Property in the “Property Name” column and the name of the Parameter in the “Mapped Property” column. The “Synchronization Type” column indicated whether the data is being “Exported” from Newforma Project Center into Revit or “Imported” from Revit into Newforma Project Center. A new mapping can be created by clicking the “Add” button. Newforma, Revit® Add-in 2011-12-07T05:55:10+00:00 http://www.newformant.com/index.php/site/postdetail/plan_to_succeed/ http://www.newformant.com/index.php/site/postdetail/plan_to_succeed/#When:20:19:16Z As you prepare for a more successful 2012, here’s a suggestion: Plan to attend our international user conference in September, as summarized below.  Another idea: Check out our new tablet app for punch list creation and management, Newforma Punch List. And to reward yourself for all the success you’ll enjoy as a result of following our suggestions, plan a vacation – say, an Alaskan cruise? Plan for a more successful 2012. Check out the articles below! News, Newformant user community newsletter 2011-11-15T20:19:16+00:00 http://www.newformant.com/index.php/site/postdetail/how_do_i_sync_data_back_to_newforma_project_center_from_punch_list_app/ http://www.newformant.com/index.php/site/postdetail/how_do_i_sync_data_back_to_newforma_project_center_from_punch_list_app/#When:18:47:39Z To allow both Internal and External users to add punch list items from a field device tablet, make sure the permissions sets have been updated with a checkmark in the box to “Allow users to add punch list items on a field device”.  A Newforma Project Center Global Administrator needs to change this setting. 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 List. 5. Click on Modify. 6. From the drop down list select “Show All”. 7. Check the box to “Allow External Users to add Punch List Items on a field device”. 8. Click OK two times to close the two dialog boxes. 9. Click Save Changes. 10. Update other Permission Sets – if needed. Newforma, CM - Punch List 2011-11-08T18:47:39+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_nugget_webinar_info_exchange_for_the_external_user/ http://www.newformant.com/index.php/site/postdetail/newforma_nugget_webinar_info_exchange_for_the_external_user/#When:22:29:26Z This webinar reviews the external user’s experience with Newforma Info Exchange. Please select the link below to view the recorded webinar: http://help.newforma.com/Video/Nuggets/2011-10-24_12.03_Newforma_Project_Center_8th_Edition_Info_Exchange_External_User_Experience.wmv Newforma, Info Exchange 2011-11-01T22:29:26+00:00 http://www.newformant.com/index.php/site/postdetail/Newforma_Punch_List_for_Android_Guides/ http://www.newformant.com/index.php/site/postdetail/Newforma_Punch_List_for_Android_Guides/#When:14:22:33Z Newforma® Punch List is a tablet app for architects, engineers, general contractors and construction managers who want to make punch list creation and communication faster, clearer and easier to manage. As a result, project handover can happen sooner. 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 Newforma Info Exchange browser account on a project hosted by a company that is licensed for both Newforma Project Center and Newforma Contract Management. The Getting Started Guide is the first step to setting up Newforma Punch List on your Android Tablet. 8.1 NPC - Punch List App - Getting Started Guide Newforma, CM - Punch List 2011-11-01T14:22:33+00:00 http://www.newformant.com/index.php/site/postdetail/the_newforma_punch_list_tablet_app_why_we_started_with_android_where_we_go_/ http://www.newformant.com/index.php/site/postdetail/the_newforma_punch_list_tablet_app_why_we_started_with_android_where_we_go_/#When:21:03:31Z 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 Vice President of Customer Satisfaction and Construction Solutions Dan Conery answers that question and others in a quick conversation at the Newforma Blog, The Newforma Punch List tablet app: why we started with Android; where we go from here. Newforma 2011-10-11T21:03:31+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_nugget_webinar_document_control/ http://www.newformant.com/index.php/site/postdetail/newforma_nugget_webinar_document_control/#When:16:57:51Z Recording of the Nugget webinar on the Document Control activity center. 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. http://help.newforma.com/Video/Nuggets/2011-09-26_What%27s_New_in_Newforma_Project_Center_8th_Edition_Document_Control.wmv Newforma, Document Control 2011-10-11T16:57:51+00:00 http://www.newformant.com/index.php/site/postdetail/best_practices_for_ensuring_time_get_charged_to_the_correct_phase/ http://www.newformant.com/index.php/site/postdetail/best_practices_for_ensuring_time_get_charged_to_the_correct_phase/#When:18:27:48Z 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 firms use to help make sure that their Budget / Actuals comparison is as accurate as possible. -Use Vision’s Status field to Inactivate phases that are not currently in process. This will warn users before they charge time to the inactive phase. This can be done by a project manager. This is the recommended practice as it only requires user intervention twice, once when the phase is opened and once when the phase is complete. -Use Vision’s Status field to Dormant completed phases. This will not allow users to charge time to completed phases. This can be used instead of or in conjunction with the Inactive status. It might not be preferred as users will be completely unable to charge to the phase until it is changed from the Dormant state. -Use Vision’s timesheet approval process to prevent misplaced time from being posted. Employee supervisors can be given this ability. Often a supervisor does not know the correct phases that should be charged by a user. -Misplaced time can be identified by the Project Manager and transferred to the correct location by Accounting. This is not a best practice as this requires significant extra work for both the Project Manager and Accounting each instance time is misplaced. NPA can also be used to view which employees have not submitted timesheets as well as the average amount of time it takes for employees to submit timesheets. In the Management Views area there is a report titled Timesheet Latency which clearly lists this information for each employee. However, NPA does not require that timesheets be posted to view time entered in timesheets as actual cost. On the Time Analysis tab on the ribbon there is button titled “Show Unposted Time.” Also on the Time Analysis tab, the “Show Extended Detail” button will allow a Project Manager to view individual timesheet entries charged to their project. This also includes timesheet comments. Newforma, Newforma Project Analyzer 2011-09-30T18:27:48+00:00 http://www.newformant.com/index.php/site/postdetail/how_to_show_vacation_time_in_utilization_reports/ http://www.newformant.com/index.php/site/postdetail/how_to_show_vacation_time_in_utilization_reports/#When:18:24:47Z 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 to the Opportunity called “Vacation.” Then on the Team tab simply add a row for each employee and adjust the Start and End dates accordingly. After the vacation is complete the row can be removed from the plan. Newforma, Newforma Project Analyzer 2011-09-30T18:24:47+00:00 http://www.newformant.com/index.php/site/postdetail/understanding_how_hourly_projects_are_displayed_in_billing_projections/ http://www.newformant.com/index.php/site/postdetail/understanding_how_hourly_projects_are_displayed_in_billing_projections/#When:18:11:55Z 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 with them. This means that NPA’s Billing Projections do not have a projected fee to use in its calculations. As a result the actual costs are subtracted from zero appearing as a project with negative amount remaining to be billed. This negative number is intentional as it clearly indicates the projects without budgets when viewing the Billing Projections. In order to budget and project them we require that an estimated billing amount be entered on the Contract / Fee tab in NPA. If you do not want to use an hourly project in your Billing Projections you can set this fee equal to your current actual cost information. Alternatively, they hourly projects can be filtered out of the Billing Projection report using the column filter in the Contract Type column. Newforma, Newforma Project Analyzer 2011-09-30T18:11:55+00:00 http://www.newformant.com/index.php/site/postdetail/closeout_of_contract_management_logs_and_data/ http://www.newformant.com/index.php/site/postdetail/closeout_of_contract_management_logs_and_data/#When:19:13:26Z 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 you will want to go to the TransfersOutgoing folder in your Project Folder structure(this folder may be named differently).  Column filter on the name field by Submittal, if you only want to send the final versions of these then sort using the term “responded”.  This will filter the files for all submittals and the corresponding pdf forms.  (If you want to send all incoming and Outgoing you will want to do this step in each of the folders, i.e. Incoming and Outgoing.)  Select all of these and send to a compressed file or create a .zip file manually.  Save this file. Go into the Submittal Log,  Format the log with the columns and order you prefer.  Create a Full Detailed Report from this log out to a file (format is your choice).  Save this file. You can now send this data complete on any media you wish to the user you wish. NOTE:  We are working on a Feature in a Future Release to automate this process. Newforma, CM - Submittals, Resources, How To 2011-09-19T19:13:26+00:00 http://www.newformant.com/index.php/site/postdetail/apply_project_settings_across_multiple_projects/ http://www.newformant.com/index.php/site/postdetail/apply_project_settings_across_multiple_projects/#When:18:54:19Z 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 Newforma Global Administrator to perform this action. The easiest way to do this is the edit the setting on a single project.  Then export that projects settings to an Excel spreadsheet.  Clear all settings except the table or setting value that you want to change across all or some of your projects. Table Example: (Edit the Project Timeline Events) 1. Edit the settings on a project and save. 2. Export these settings to a Template. 3. Clean Template out, only saving the table of information you want to apply. 4. Apply Project Settings: Select the projects you want to change, then select Apply Project Settings and select the spreadsheet you just created. Single Setting Example:(Edit Default Info Exchange Expiration Date) Follow the same steps outlined above except isolate only the setting you want to change in the spreadsheet. Now using “Apply Project Settings”  Apply as described above. Newforma, Project Center Administration 2011-09-19T18:54:19+00:00 http://www.newformant.com/index.php/site/postdetail/creating_subfolder_in_theprimary_project_folder_as_a_newforma_project_is_cr/ http://www.newformant.com/index.php/site/postdetail/creating_subfolder_in_theprimary_project_folder_as_a_newforma_project_is_cr/#When:18:43:58Z When creating a project using a project settings template, you can also create subfolders under the Primary Project Folder during the project creation process.  To do this you will add the Subfolder table into your project settings spreadsheet. Newforma, Project Center Administration 2011-09-19T18:43:58+00:00 http://www.newformant.com/index.php/site/postdetail/update_your_project_settings_template_and_create_a_project_with_it/ http://www.newformant.com/index.php/site/postdetail/update_your_project_settings_template_and_create_a_project_with_it/#When:18:33:16Z 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. Create_a_Project_with_a_Template(8e).docx Newforma, Project Center Administration, System Administration 2011-09-19T18:33:16+00:00 http://www.newformant.com/index.php/site/postdetail/file_an_email_in_outlook_as_a_newforma_contract_management_item/ http://www.newformant.com/index.php/site/postdetail/file_an_email_in_outlook_as_a_newforma_contract_management_item/#When:15:17:06Z Use the Newforma tools in Outlook to file an email directly to a Contract Management item such as a RFI, Submittal, Sketch, and many more. 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. Step 1: Highlight the email and select File As (Outlook 2007) or the drop down next to File in Project, File As (Outlook 2010). Step 2: Select the appropriate project. Step 3: Select if this relates to a New project item or is a Reviewer Response and then pick the correct item type. Step 4: Then you would complete the form to create the item or record the reviewer response. The original email will be filed to the project and automatically associated with this project item. Newforma, CM - Addendums, CM - Bulletins, CM - COPs and COs, CM - Contracts, CM - Punch List, CM - RFIs, CM - SIs, CCDs, PRs, CM - Sketches, CM - Submittals 2011-09-08T15:17:06+00:00