I have a Newforma project set up that includes multiple projects within it.  For example it has aproximately 11 different construction document packages being issued for bid and construcion.  Therefore, once everying is in construction, managing the construction administration will be challenging.  Is there a way to set up a single Newforma project with multiple sub-projects so that I can track the information separately?  It would be great to be able to do this with email and information but especially important for all the C.A. activities (submittals, RFI’s, etc.).

Hi Kj,

Probably the easiest way to do this is to set up specific keywords for each party that you can apply to any Newforma Items (e.g., transfers, submittals, RFIs, etc.). A keyword for each of the 11 different entities would allow you to filter by keyword in any of the activity centers and generate a report that’s specific to each one.

You could manage the packages to be sent for ITB or construction with specific document sets that could be then tagged with the appropriate keyword when posted to Info Exchange. Admittedly, this requires that your internal team all use this same strategy to ensure consistency (you can also apply keywords after the fact if needed).

Hope this helps!

jf

In our office we have an overall job number with sub-numbers for different components of the job (e.g. 1234.00 is the main billing number, 1234.10 would be the sales office, 1234.20 would be the interiors of a duplex within the project).

I prefix all IDs for the action item, submittals and RFIs with the two digit suffix of the sub-job number.  For example, 10-RFI-03 would be the ID for RFI 3 regarding the sales office, 20-096000-01 would be a submittal for the duplex.  This way there are not multiple RFI-03’s for a given project in the database.

I typically let Newforma manually number the transmittals, but this approach could be used there as well.

I’m interested in hearing other ideas.