http://www.newformant.com/index.php/site/index/ The posts in the site en ganzalone@newforma.com Copyright 2012 2012-05-18T20:09:01+00:00 http://www.newformant.com/index.php/site/postdetail/ninth_edition_quick_start_guides/ http://www.newformant.com/index.php/site/postdetail/ninth_edition_quick_start_guides/#When:20:09:01Z 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 with the features that are important to you. Download Action Items - Quick Start Download Building Information Management - Quick Start Download Document Control - Quick Start Download Info Exchange File Transfers - Quick Start Download Markup - Quick Start Download Meeting Minutes - Quick Start Download Project Email - Quick Start Download Project Team - Quick Start Download Punch List - Quick Start Download Quick Start Guide (Non-Outlook) Download Quick Start Guide Download Record Copies - Quick Start Download Revit Add-in - Quick Start Download Spatial Index - Quick Start Download Timeline - Quick Start Download Transmittals - Quick Start Download Info Exchange for External Users - Quick Start Services, Training 2012-05-18T20:09:01+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_project_center_quick_start_guide/ http://www.newformant.com/index.php/site/postdetail/newforma_project_center_quick_start_guide/#When:18:41:24Z 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 with the features that are important to you. Newforma Project Center helps you manage all your project information, including email, so you can quickly find what you need without knowing where it was filed.  Then you can easily share and track the project information with external team members across all projects. Download Newforma Project Center Quick Start Guide Newforma, Navigation 2012-05-18T18:41:24+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_guide_non-outlook/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_guide_non-outlook/#When:18:36:09Z 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 with the features that are important to you. Newforma Project Center helps you manage all your project information, including email, so you can quickly find what you need without knowing where it was filed.  Then you can easily share and track the project information with external team members across all projects. Download Newforma Quick Start Guide (Non-Outlook) Newforma, Navigation 2012-05-18T18:36:09+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_project_timeline/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_project_timeline/#When:18:09:05Z 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 with the features that are important to you. The Project Timeline activity center enables the team to track and manage important project-specific events ranging from phases, tasks and milestones to meetings, phone calls and local holidays. You may import and synchronize items from Microsoft Office Project, Microsoft Office Outlook, and Deltek Vision. Importantly, you can associate events with supporting documents and related items like action items. In this way, you can use it to effectively log and track meeting minutes and action items associated with meetings or phone calls. Events can be displayed in either an event log, calendar or journal view. Download Project Timeline Quick Start Newforma, Project Timeline 2012-05-18T18:09:05+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_info_exchange_for_external_users/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_info_exchange_for_external_users/#When:17:44:38Z 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 with the features that are important to you. Newforma® Info Exchange is a project website that facilitates the transfer of files without the limitations of email or FTP. It also fully tracks all activity on Info Exchange so you will know when someone has downloaded the files you sent. Download Info Exchange for External Users Quick Start Newforma, Info Exchange 2012-05-18T17:44:38+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_punch_list/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_punch_list/#When:16:35:59Z 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 with the features that are important to you. Punch lists are the lists of repairs, finish work, and problems, which are incomplete or unacceptable and need to be completed or corrected; usually buy the contractor under a construction contract, prior to turnover of a building or other construction type project. The Punch List activity center along with Spaces and the Spatial Index activity center can be used to create, log, review, and track punch lists items electronically.  Punch list functionality is also available on Info Exchange and Android-based tablets. Download Punch List Quick Start Newforma, CM - Punch List 2012-05-18T16:35:59+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_transmittals1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_transmittals1/#When:16:13:25Z 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 with the features that are important to you. Use the Transmittals activity center to create and log transmittals that accompany the exchange of both physical and electronic materials with external project team members. Transmittal forms can be customized to match your company’s existing forms or the needs of the project. Transmittals are often created as by-products of other processes, such as file transfers, markup sessions and RFI or submittal responses sent via Newforma Info Exchange or email. The transmittal log consolidates all electronic and physical exchanges into a single view, providing the project team with easy access to every incoming or outgoing transmittal transaction on the project. Download Transmittals Quick Start Newforma, Transmittals 2012-05-18T16:13:25+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_spatial_index1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_spatial_index1/#When:16:05:05Z 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 with the features that are important to you. The Spatial Index activity center is used to organize the Rooms and Spaces within your project. Download Spatial Index Quick Start Newforma, Spatial Index 2012-05-18T16:05:05+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_revit_add-in1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_revit_add-in1/#When:15:59:22Z 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 with the features that are important to you. The Newforma Revit Add-in is intended to facilitate the integration of your Building Information Management model with your Newforma Project. The Add-in will allow you to quickly populate your Newforma Project with Elements and Spaces or you can use Excel and Newforma to populate Revit with properties and rooms.  Download Revit Add-In Quick Start Newforma, Revit® Add-in 2012-05-18T15:59:22+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_record_copies1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_record_copies1/#When:15:52:18Z 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 with the features that are important to you. The Record Copies activity center maintains a ZIP archive of the contents of all Newforma Info Exchange transfer and transmittal, submittal or RFI transactions, eliminating the tedious chore of archiving the countless file transfers that occur on a project. Team members can also save record copy archives of document sets or project folders at key project milestones without an associated file transfer or action. All record copies are linked to their source folders, document sets or transactions as Related Items, enabling team members to easily discover and retrieve prior versions and use Newforma Compare to visually identify changes between revisions. Download Record Copies Quick Start Newforma, Record Copies 2012-05-18T15:52:18+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_project_team1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_project_team1/#When:15:39:40Z 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 with the features that are important to you. The Project Team activity center is used to assemble, manage, and group project teams; generate project team reports; and view the ongoing and completed activity associated with individual team members. Most importantly, it facilitates communication between internal and external team members when using functions such as Transmittals, Submittals, Action Items and Newforma Info Exchange. Project Team contact data is stored and managed in a central database on the Newforma Project Center Server; project team members can be added from the database, synchronized with the Exchange Global Address list, imported from Deltek Vision or dragged in from your Outlook Contacts. Download Project Team Quick Start Newforma, Project Team 2012-05-18T15:39:40+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_project_email1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_project_email1/#When:15:32:54Z 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 with the features that are important to you. Newforma Project Center enables project team members to gain control of the flow of project information into their email inbox and ensure that project-related email messages are captured as part of the project record. The Project Email activity center shows every email message filed to the currently selected project, simplifying the process of finding emails or any specific information buried in them. Column filters help users navigate quickly to the email they seek. In addition, the Search function makes it easy to find specific items of information in any filed email or email attachment. Messages that are filed to a project are automatically moved to the file server containing your project information and displayed in the Project Email activity center. Download Project Email Quick Start Newforma, Project Email 2012-05-18T15:32:54+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_meeting_minutes1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_meeting_minutes1/#When:15:09:40Z 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 with the features that are important to you. Streamline the management of agendas, minutes and commitments associated with project meetings. The Meeting Minutes activity center synchronizes with Microsoft Office Outlook to ensure that meeting commitments don’t slip through the cracks. You can link meetings with related action items, supporting documents and more. Track action items, RFIs and other open project items until resolved, even as those issues extend across a series of meetings. Gain remote access to meeting minutes and related documents via Newforma Info Exchange and Newforma Mobile. Download Meeting Minutes Quick Start Newforma, Meeting Minutes 2012-05-18T15:09:40+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_markup1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_markup1/#When:15:04:48Z 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 with the features that are important to you. Newforma Project Center users can review, mark up and comment on project drawings and documents just as you do in a physical redlining process. You can quickly create multiple markups for a CAD drawing or BIM model, link them to action items, stamp them as part of a design or CA review process and then email or transmit them via Info Exchange as bookmarked PDF files to members of the external project team. Download Markup Quick Start Newforma, Markup Sessions 2012-05-18T15:04:48+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_info_exchange_file_transfers1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_info_exchange_file_transfers1/#When:14:56:58Z 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 with the features that are important to you. Transfers via Newforma Info Exchange overcome the file size limitations encountered when transferring files via email. Simply select files to be transferred from any activity in Newforma Project Center and designate the recipients. Newforma Info Exchange takes care of packaging the selected files and their external reference files. It posts them to the Newforma Info Exchange website hosted on the Newforma Info Exchange Server within your company’s IT infrastructure. Each recipient then receives an email notification containing a link to the Newforma Info Exchange website, from which the recipient securely downloads the file. This same web interface can be used by external team members to upload files. Download Info Exchange File Transfer Quick Start Newforma, Info Exchange 2012-05-18T14:56:58+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_document_control1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_document_control1/#When:14:50:53Z 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 with the features that are important to you. The Document Control activity center allows you to standardize the revision management of record documents (usually PDF versions of drawing files) issued for review, permitting and construction. Newforma Document Control does not disrupt existing filing protocol, integrates with Revit, links to related processes and supporting documents and facilitates remote access. Download Document Control Quick Start Newforma, Document Control 2012-05-18T14:50:53+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_building_information_management1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_building_information_management1/#When:14:28:36Z 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 with the features that are important to you. The Building Information Management (BIM) activity center is used to link your Revit® models to your Newforma Project. Additionally the BIM activity center is where information related to your model Elements are stored. Download Building Information Management - Quick Start Newforma, Building Information Management 2012-05-18T14:28:36+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_action_items1/ http://www.newformant.com/index.php/site/postdetail/newforma_quick_start_-_action_items1/#When:14:10:46Z 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 with the features that are important to you. The Action Items activity center engages the power of the extended project team to identify and manage critical issues. Team members can seamlessly create action items while reading and answering email in their email Inbox; while reviewing a drawing, BIM model or PDF in the Newforma Viewer; or from any other activity center in Newforma Project Center. Internal team members can access project action items from a common, central list and contribute updates or generate reports. External team members receive email notifications for the action items in which they are involved and access the items on the Newforma Info Exchange web site. As the action items are created and completed, the parties involved are notified via email. Any email correspondence, markups or supporting documents associated with the action item can be electronically linked to it, as well, providing a permanent connection and audit trail of all related information. Download Action Items Quick Start           Newforma, Action Items 2012-05-18T14:10:46+00:00 http://www.newformant.com/index.php/site/postdetail/newforma_nugget_webinar_newforma_project_center_administration_ninth_editio/ http://www.newformant.com/index.php/site/postdetail/newforma_nugget_webinar_newforma_project_center_administration_ninth_editio/#When:02:20:21Z This webinar includes a review of how files are indexed in Newforma Project Center Ninth Edition. There was a problem with the original recording.  We are working on correcting the issue and will have a recording of the Indexing presentation available soon.  Thank you for your understanding! Newforma, Project Center Administration 2012-05-03T02:20:21+00:00 http://www.newformant.com/index.php/site/postdetail/questions_and_answers_from_the_whats_new_in_ninth_edition_global_administra/ http://www.newformant.com/index.php/site/postdetail/questions_and_answers_from_the_whats_new_in_ninth_edition_global_administra/#When:20:04:27Z Audience Question: Q: Has version 9 been released A: Yes. You can contact services@newforma.com to request a PreDeployment package or to discuss options for upgrading to Newforma 9th Edition. Q: Can you activate the record copy subfolder option on an existing project? Or only for new projects? A: Yes. From that point forward, we would use the new record copies. All existing record copies would remain in the original transfers folder. Q: can non local admins do the update ? A: Credentials for either domain or local admin can be provided to install the client on the workstation via the new client update mechanism. Q: Does the client install silently? A: When using AutoUpdate, users will be prompted to update the client the next time they attempt to open Project Center. Once past this point, however, users will not be prompted to provide any information or click through any install wizards. Q: 32 or 64 bit based upon the version of office ? A: The two options for Client Deployments are based on the bit-level of the Microsoft Office installation on workstations and not the bit-level of Windows. Q: what kind of feedback do you get if there are push install problems? A: Auto client install has a log file in the user temp area if anything goes wrong during the install launcher. Once the standard installer launches, the errors are handled the same way as normal install process. Q: For the auto client install and you force the upgrade does it start the install right when they open newforma on their machine? A: See http://help.newforma.com/robo/robo/server/general/projects/Project%20Center%20Ninth%20Edition%20Help/Using_1/Update_Project_Center_Clients_Automatically.htm Q: When will the email notification work with gmail?? A: Let us get back to you with this question. Q: If you have several pc servers how do you tell it which server ? A: Each Project Center server has a unique definition for updating clients. Users will be directed to their home server’s automatic update configuration for updating clients. Q: how does unified projects list work?  A: If your company uses multiple InfoExchange servers, the unified project list makes all projects available to users logging into Info Exchange even if the projects are not hosted on that InfoExchange server. Upon selecting a project hosted from a different InfoExchange server, users are automatically and seamlessly redirected to the InfoExchange server their project is hosted on. Q: Can you upgrade to 9 directly from 7? A: Project Center Server and InfoExchange Server can be upgraded from 7th to 9th edition in-place as long as the server hardware meets the system requirements and is already running Windows 2008 R2 64-bit OS. Otherwise, there are several options that can be considered for upgrading. Contact services@newforma.com to discuss your specific situation. Q: does it mean that you send transfers from, say the US for a China project, and the clients in china would be able to download from the china infoexchange server? I just wanted to know about how the unified list functions - do US users log into US NIX and send transfers from within there to china projects, which would then be available to clients in CHina NIX? A: With unified project lists enabled, if a user was to log into, say an InfoExchange hosted in the US attempting to access a project hosted on another InfoExchange server in China, the user would automatically be redirected to the China InfoExchange server in order to access the project via InfoExchange. Q: so under what conditions would i want to use the email notification feature which as i understand it prompts the user to click on an install link? A: The email notification is useful for users who have not yet installed Project Center Client. Q: is there a way to see when the last time a user user Newforma?  in the lics tab or at least what version the client last logged in with A: At this time, the only way to see the last time a user opened Newforma Project Center client would be to review server logs. Q: THis is an important feature foir us - where can I find more information about unified project lists and its implications? A: You can find more information regarding Unified Project Lists in the 9th Edition help or here: http://help.newforma.com/robo/robo/server/general/projects/Project%20Center%20Ninth%20Edition%20Help/Main_Windows/Project_Center_Administration_Activity_Center_Servers.htm#Unified_Project_List_tab Q: is there a plan to make setting the default project settings easier than using templates?  for instance a default settings screen that sets the global project creation settings A: This is a feature request that we are considering for future editions of Newforma Project Center. Q: Any Deltek integration we need to think about, we have Deltek using the template to create projects A: If you have existing Deltek Integration, it’s important to discuss with services about the implications for upgrading to 9th Edition. We will need to scheduled time to “fix” the integration after the upgrade is completed. Q: have they included submittal email notifications for expected submittals? A.. This feature request did not make in into 9e.  Submitted a plus feature on your behalf. Q: did i understand correctly that there were plans for a future Nugget on migrating/creating Word templates rather than old InfoPath templates ? A: Yes! A Nugget will be held in late April 2012 on creating Form Templates using Microsoft Word. Announcements are forthcoming. Q: To get 9th edition, we can request it? A: Send an email to services@newforma.com to request a 9th Edition Welcome package and/or to discuss your upgrade with Newforma Services.   Services, Training 2012-03-30T20:04:27+00:00