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Feature Set

Newforma enterprise software consists of integrated activity centers

Here are brief summaries of major features:

Manage project information

Add-in for Outlook
Filing Project Email
Project Email

Search
SharePoint Integration for Search

My Project Center
Project Home

Document Control
Document Sets
Newforma Form Letters 
Project Files
Project Images
Project Keywords
Record Copies

Manage projects

Access to Newforma Contract Management records
Action Items
Meeting Minutes
Project Timeline
RFIs 
Submittals

Review designs

Compare
Markup/Markup Sessions
Newforma Viewer
Snapshot
Document Control

Manage non-graphical information in models

Building Information Management
Document Control
Newforma Add-in for Autodesk Revit

Coordinate and communicate project information

Newforma Info Exchange web access
Newforma to Newforma
Shared Folders
Transmittals

Administration and Help features

Project Center Administration
Newforma Support
Common Questions
Send a Suggestion
Help

Newformant User Community Site
Newforma API
For more information

 

Project Email
Newforma software for project information management enables team members to gain control over their email inboxes and ensure that project-related messages are captured as part of the project record.

  • See every email message filed to a project, whether or not you were included in the original distribution.
  • Simplify the process of finding emails and the information buried in them – or attached to them.
  • Sort and filter by "To," "From," "Subject," "Date Sent" and more to navigate quickly to the email you seek.
  • Use the Search function to find specific items of information in any filed email or email attachment.

Email messages related to action items, RFIs, submittals and transmittals can also be logged as such from the Project Email activity center.

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Filing Project Email
It is easy to file project-related email messages with other project documents.

  • Drag and drop messages into project folders in your email client
  • Include a project email address in the distribution of the message.
  • If using Microsoft Outlook email, use the "Send and File in Project" button in the Newforma Add-in for Outlook.

Filed messages are moved to the server containing your project information.

  • See filed email in the Project Email activity center.
  • Duplicates of filed emails are automatically removed.

These capabilities are available for any mainstream email client operating in conjunction with an IMAP-compatible email server:

  • Microsoft Outlook and Exchange Server
  • Lotus Notes and Domino Server
  • Novell GroupWise
  • Google Gmail

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Add-in for Outlook
In addition to the capabilities described above, the Newforma Add-in for Microsoft Office Outlook® provides Outlook users with additional capabilities – including the ability to log and process emails specifically related to action items, RFIs, submittals, project timeline and transmittals – without leaving their Outlook inboxes.

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Search
The Search function of Newforma software finds search terms as they appear in documents and emails across all of your project information.

  • Find terms in transmittals, submittals, RFIs, action items, markup sessions and more.
  • Find terms in nearly 200 commonly used industry formats, such as CAD, PDF, DWF and Microsoft Office files.
  • Find terms in external references, email attachments and ZIP files.
  • Find search terms as they appear in image properties, or in the object properties of DWG, DWF and IFC files.
  • Search within a search, then filter and sort results to narrow findings quickly.
  • Search a single project, or include multiple active, archived and off-line projects.

Search functionality supports international languages, including Chinese characters.
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SharePoint integration for Search
Microsoft SharePoint® users can also search SharePoint project sites directly from Newforma PIM software.

  • By selecting “SharePoint” as the search location on the Search menu, Newforma queries the SharePoint search index to retrieve and display documents and files that contain the matching search term.
  • Using this facilitiy, any project-specific blogs, wikis and threaded discussions maintained in SharePoint can be searched via Newforma Search.

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My Project Center
My Project Center provides a single point of access to a customized list of your projects as well as to the firm’s complete portfolio of active projects, archived projects and project opportunities. The Project Activity Summary displays a broad cross-section of project metrics:

  • Current open items
  • A chart of historical trends in project activity
  • Up-to-date financials from programs like Deltek Vision
  • A list of most recently modified files
  • A Summary display configurable to individual user needs

Lastly, team members can generate a series of reports for one or more selected projects from My Project Center to track "My Open Items," RFIs, submittals, action items, transmittals, email and markups.

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Project Home
Project Home displays the activity centers described on this web page.

  • Configure Project Home to show those activity centers you use most.
  • Arrange activity centers by categories, such as Preconstruction or Field Management.
  • Customize Project Home to display shortcuts to your commonly used applications and links to websites of your choice.

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Project Files
The Project Files activity center displays all folders and documents related to a project, no matter where the files reside on the network. 

  • Establishes a project context for files.
  • Allows easy browsing and searching, dramatically reducing the time needed to find critical project information.
  • Identifies duplicate files and missing or incorrect external references.
  • Cut, copy, paste, delete or rename files just as in Windows Explorer.

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Project Keywords
Keywords can be associated with any email, file or other item created in Newforma software:

  • Establish project-specific keywords to classify and retrieve information about high-value topics, e.g. “submittals” or “LEED certification.”
  • Use in conjunction with Project Search to find project information regarding specific topics.
  • The Project Keyword activity center displays a list of all keywords currently in use within a project, allowing the user to browse through the information that has been tagged.

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Project TeamNewforma Contact Directory
The Newforma Contact Directory is used to access and manage your company’s global company and contact database. It’s a standalone Windows application that can be accessed from Newforma Project Center or the Newforma Add-in for Microsoft Outlook and provides the following functionality:

  • Drag and drop to import or export contacts from Microsoft Outlook.
  • Browse, sort, filter and group global contact and company data.
  • Drag and drop contacts into project teams.
  • Based on permissions, edit global contact data.
  • Batch-generate form letters or emails merged with and/or addressed to selected contacts or companies.

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Newforma Form Letters
Newforma form letters streamline the creation of just about any type of AEC/O project or business document by merging Microsoft® Word®-based template documents with contact, company and project data sources in Newforma software.

  • Newforma Form Letters are stored centrally and administered by Newforma Project Center users with the new Content Administrator license.
  • Form letters can be merged with multiple contacts and/or project items and output as DOC, PDF or emails with attachments.
  • Form letters can also be configured to prompt the user for additional information that can be merged into the final document.
  • Convert existing letters, forms, contracts or emails to Newforma form letters.
  • The Newforma Mail Merge Helper is an Microsoft Word-based macro provided by Newforma that assists administrators in creating form letter templates.
  • Newforma Form Letters leverage advanced Microsoft Word formatting capabilities such as page numbering, headers, footers, repeating column headers and more.


Project TeamProject Team
The Project Team activity center provides a central location on the desktop to manage and communicate with other members of your team.

  • Assemble, manage, and group project teams.
  • Generate project team reports.
  • View the ongoing and completed activities of individuals.
  • Facilitate communication between internal and external team members 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.

  • Add project team members from the database.
  • Synchronize team members with the Exchange Global Address list.
  • Imported team members from Deltek Vision.
  • Drag team members from your Outlook Contacts.

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viewerViewer
Newforma Viewer opens graphics files of a variety of file types:

BMP DXF PLT
DGN GIF PNG
DWF JPEG TIFF
DWG PDF Raster images

 

 

Enter search terms in the “Find” window to zoom to where they appear in the displayed markup.

Once open, you may mark them up with easy-to-use annotation and drawing tools as part of the Markup functionality of Newforma software.

  • Newforma Viewer markup tools do not alter the original source file.
  • They create a new markup using the underlying source file as a background.

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photoSnapshot
Take a picture of anything on your screen, then mark it up using Newforma Markup functions.

  • Use it when working with modeling software such as Autodesk Revit® or Graphisoft® ArchiCAD® software.
  • Take a picture of the model as it’s displayed on your screen.
  • Mark up the screen capture to convey remarks and revisions.
  • Aggregate a sequence of annotated model views into a markup session for review and comment by members of the project team.
  • Apply the same process to analysis software, spreadsheets and more.

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Mark UpMarkup/Markup Sessions
Newforma software gives you the electronic means to review, mark up and comment upon project drawings and documents, just as you do in a physical redlining process.

  • Quickly create multiple markups for a CAD drawing or BIM model, link them to action items, and stamp them as part of a design or CA review process.
  • Email or transmit markups via Info Exchange as bookmarked PDF files to members of the external project team.

Using the Markup Sessions activity center, browse, preview and add comments to markup sessions.

  • The software captures an audit trail of the decisions in a design, submittal or RFI review workflow.
  • After markups have been reviewed and corrections incorporated into the underlying source drawings and models, markup sessions can be closed, but remain a permanent part of the project record.
  • Publish multiple markup sessions to PDF.
  • Generate markup reports as responses to a multi-sheet design or shop drawing review.

Newforma Markup Session functionality also works with markups created by Adapx, Adobe, Bluebeam and Autodesk software.

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Project Timeline- calendarProject Timeline
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.

  • Import and synchronize items from Microsoft Office Project, Microsoft Office Outlook, and Deltek Vision.
  • Associate events with supporting documents and related items like action items.
  • 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.

Project Timeline–Calendar View provides a monthly view of project activities, helping align everyone on both the internal and external teams to a common set of events, tasks and milestones.

  • File Microsoft Outlook calendar items into the Project Timeline calendar and subscribe to the project calendar to view it in Outlook as well.
  • External team members can also access and subscribe to the project calendar via your Info Exchange website, although you have the ability to control the types of information that external team members can view.

Project Timeline–Journal View displays project events along a linear scale of dates that can be selected in daily, weekly, monthly, quarterly or yearly increments.

  • As date ranges are selected above, the journal below displays a comprehensive list of all project items that occurred during this time range, including project files, emails, transmittals, submittals, RFIs, action items and any other activities.
  • Filter the list by item type or project team member and adjust the date ranges to refine the list.

The Event Log displays project timeline items in a list you can easily sort or filter by team member or type. In this way, it can be used to quickly retrieve phases, milestones, phone logs, meeting minutes and other events on the Project Timeline.
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CompareCompare
Compare functionality graphically identifies differences between iterative sets of drawings, eliminating the time-consuming process of manually comparing different versions. By color-coding additions, deletions and changes, and by providing the ability to animate changes and filter out dimensionally insignificant changes, Compare enables the project team to focus its attention on important coordination issues, and to evaluate the quantity, cost and scheduling impact of design revisions.

Batch Compare functionality eliminates the time and cost of comparing large drawing sets manually.

  • The software displays color-coded differences between any two folders or document sets you select to compare.
  • Compare functionality can also graphically display the differences between three or more versions of a drawing.
  • A Compare animator shows the transitions between sequential versions of a drawing for a clear understanding of how the design has evolved over time.

When comparing drawing files that are not iterative versions of the same CAD file, you can use Newforma Digital Light Table to electronically call out the differences between versions.

  • Newforma Light Table color-codes changes between files of different or incompatible origins; for example, see changes between a PDF and a DWF.
  • Displays raster, CAD or PDF files.
  • To present the changes to others, generate an animated GIF that shows the transition from the baseline drawing to the revision.

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Check ListAction Items
The Action Items activity center engages the power of the extended project team to identify and manage critical issues, helping to keep your projects on budget and on schedule. Team members can seamlessly create action items from multiple points in their workflows:

  • While reading and answering email in their email Inbox
  • While reviewing a drawing, BIM model or PDF in the Newforma Viewer
  • From any other Newforma  activity center

You may also create Newforma Action Items in bulk by importing them from spreadsheets.

As Newforma Action Items are created and completed, the parties involved are notified via email. 

  • Internal team members can access project action items from a common, central list.
  • Internal team members may 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.

Any email correspondence, markups or supporting documents associated with the action item can be electronically linked to it, as well, providing a central resource and audit trail of related information.
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infoNewforma Info Exchange
Newforma® Info Exchange is a secure website, customized with your logo, that you use to work with external team members.

  • Transfer project information.
  • Coordinate distributed CAD or BIM datasets.
  • Streamline CA and design review workflows.
  • Gain access to a common set of project phases, tasks, milestones and meetings in a shared project calendar.
  • Receive files too large to email.

File Transfers via Newforma Info Exchange are as easy as email, but without its file size limitations.

  • To send files, select them in the course of any Newforma activity 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.
  • Recipients receive email notifications containing a link to the Newforma Info Exchange website, from which the recipient securely downloads the file or files.
  • Newforma Info Exchange tracks download activity and sends reminders to members who have yet to download files.

External team members may upload as well as download files.

Info Exchange Folders are used to coordinate the revisions on referenced CAD or BIM datasets by distributed teams.

  • Select a file folder or document set in Newforma software.
  • Designate the external participants.
  • Publish to a Newforma Info Exchange Folder.

External participants receive an email with a link to the Newforma Info Exchange web interface, where they can download the published files and upload their reference files.

  • Newforma Project Center users can then merge these uploads with the current source files on their network.
  • As work progresses, internal and external team members can seamlessly republish and receive future revisions
  • All members of the design team work from a common, up-to-date set of coordinated reference drawings and models.

Because your Newforma Info Exchange website is accessed via a web browser, it enables access to many kinds of project information for many members of your team.

  • Internal project team members not connected to the firm’s local area network may view email messages filed to the project and the statuses of key work processes such as action items, submittals and RFIs.
  • External project team members may participate in work processes managed through Newforma activity centers such as those for action items, submittals and RFIs.
  • Email logs associated with these items can also, optionally, be viewed via Newforma Info Exchange for messages sent to or from external project team members.
  • The home page displays projects to which a team member has access.
  • Project Site pages show the team member any open or pending file transfers, RFIs, submittals and action items for that project.

Newforma Info Exchange automates administrative functions that typically plague FTP and extranet sites.

  • Permissions and password security are maintained automatically.
  • File transfers are automatically removed from the website on expiration dates users designate.

Record copies of each file transfer are maintained in a designated project location, allowing users to resend or review the contents of expired transfers, as well as compare them to updated versions, without any IT administrative assistance.
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transmittalsTransmittals
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.

  • Customize transmittal forms to match your company’s existing forms or the needs of the project.
  • Create transmittals in the course 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.

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Document Sets
The Document Sets activity center provides you with one place to organize often-scattered but related project files and folders.

  • Document Sets do not duplicate or modify underlying file folder structures.
  • Document Sets automatically update as underlying folder contents change. (Live links to Microsoft Windows folders and advanced file name filtering make it possible.)

Team members can perform a number of tasks from the Document Sets activity center:

  • View, mark up and review the document set contents.
  • Send them to other project team members.
  • Create record copies of document sets at key project milestones.
  • Compare their contents with record copies or updated versions.

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Document Control
The Document Control activity center enhances the efficiency, quality control and revision management of the project’s record documents and drawings, allowing everyone on the project team to know who got what, when and why.

  • Gain simple access to record document revisions, previews and related items like Action Items, Markup Sessions, RFIs and Change Orders.
  • Gain remote access to record document revisions via Newforma Info Exchange and Newforma Touch smartphone access.
  • Use Microsoft Excel to create a list of record documents and parameters, such as the drawing number, title and company associated with each document.
  • Use the optional Newforma Add-in for Autodesk Revit to synchronize record documents and parameters with Revit models.

New revisions of files can be automatically imported as new revisions to record documents – files can be automatically linked by filename or by drawing number. A formatted Document Register report can be exported to Microsoft Excel which can be customized through Excel template support.
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Record Copies
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.
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Submittals
Use the Submittals activity center to log, forward for review, capture reviewer response and respond to submittals. It provides you with the ability to batch-import scheduled submittals from Microsoft Excel®; to accept, reject and forward submittals; to request re-submittals; and to track and report submittal status and history – including submittal-related email exchanges between project team members. You can track and review bundled submittals by line item. Notifications keep project team members on track to assure timely turnaround.

Electronic submittals can be logged through Microsoft Outlook or Newforma Info Exchange, and be reviewed and marked up in Newforma Viewer. You can even insert a user-customizable submittal stamp. A bookmarked PDF can be seamlessly generated, logged and transferred as a submittal response via
Newforma Info Exchange or email.
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RFIs 
An RFI can be logged from an incoming email in Microsoft Outlook, from a filed email message in the Project Email activity center, received via Newforma Info Exchange or simply entered from the RFI activity center. You can forward the RFI to an external consultant, track the progress and due dates of all open RFIs and generate reports showing the status of all RFIs from the RFI activity center. The RFI activity center also tracks any related email correspondence or supporting project files and provides a searchable audit trail for each RFI in the project.

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Access to Newforma Contract Management records
The ability to create or modify contract management records is limited to named users specifically authorized to process Contract Management information. However, all internal project team members can list, view and report the status of all Contract Management records through view-only access to the submittal and RFI activity centers. All internal project team members can also enter their review responses directly into the Contract Management records for items that have been assigned to them for review. By default, external project team members can view the status of all Contract Management items in which they are specifically involved via Newforma Info Exchange. External users can, optionally, be granted broader or more restricted access to view Contract Management items based on their role in the project.
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Meeting Minutes 
Meeting Minutes is used to track project meetings and manage their agendas and minutes, keeping the entire team focused and accountable for the project’s highest priorities.  The Newforma Add-in for Microsoft Outlook allows meetings to be scheduled in Outlook and linked to agendas, minutes and supporting documents in Newforma Project Center. Action items, RFI’s, Change Orders and other items can be added to project meetings as discussion items and tracked across a series of meetings to their completion. Formatted agendas and meeting minutes, which include any linked discussion items, are automatically generated and easily distributed to meeting participants.  These forms are customizable using Microsoft InfoPath. Remote access to Meeting Minutes information for both internal and external team members is available via both Newforma Info Exchange and the optional Newforma Mobile module.
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Project Images 
Project Images is used to manage the ever-expanding volume of digital photos and images that pile up in project folders.  It uses indexed search to dynamically locate and display every project image file in a project.  You can filter, sort or search project images by any image file property.  There is also support for filtering and searching on EXIF properties that cameras commonly attach to image files such as Camera Model, Date Taken, Tags, Subject and Rating. Images can be grouped by any image property.  Images can also be tagged using Project Keywords for easy search and filter-based discovery or retrieval.  There are also tasks to merge the EXIF Tags property with Newforma Keywords and edit image properties from within Project Center.
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Spatial Index 
The Spatial Index is used to track and manage information related to the spaces, rooms and system types of a building project.  Spatial Index is tightly integrated with the Newforma Add-in for Autodesk Revit, which can import, export and synchronize room and space data between the Spatial Index and an Autodesk Revit BIM model.  You can also manage room and space information in an Excel spreadsheet and later synchronize it with the Spatial Index.  Custom extended space properties such as finishes, occupancy and other design criteria can be defined in the Spatial Index, edited in Excel and synchronized with a Revit model.  Project-based space types with generalized parameter sets and values can be defined and assigned to specific spaces.  Room data sheets can be attached to spaces, as well as supporting documents, email logs, action items and any other related items.  If you have the Revit model open, you can select a space in Spatial Index and select the Show in Revit task to zoom in on the space within the model.  The Punch List activity center in Newforma Contract Management is tightly integrated with the Spatial Index, which it utilizes for field location of punch list items and other site observations.
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Building Information Management 
The Building Information Management activity center is tightly integrated with the optional Newforma Add-in for Autodesk Revit.  It displays the Revit central models that have been registered with a project and helps users navigate to their local versions of these models. It also displays any Revit building elements that have been synchronized using the Newforma Add-in for Autodesk Revit. Building element parameters can be added and managed in Newforma or an Excel spreadsheet and later synchronized back to Revit. Using this facility, parameters for linked elements like doors, curtain walls, equipment and structural components can be managed by non-Revit users within Newforma. You can also link related information such as Submittals, RFIs, Action Items and Supporting Documents to the building elements. All linked building elements and their parameters are fully searchable from with Newforma.  If you have the Revit model open, you can select an element in Newforma Project Center and use the Show in Revit task to zoom to a view of the element in Revit.
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Project Publisher
Project Publisher packages selected project documents to a destination folder, USB drive or optical (CD/DVD) drive for project archival, closeout or handover purposes. 

·         A wizard interface enables selection of information to be published, including record documents, submittals, change orders, email correspondence or other project files such as warrantees and O&M manuals.
·         The user can organize the information into a hierarchical structure to be used for navigation of the published information.
·         The information can be published as PDF or HTML files to an optical disk or network folder and Microsoft Word templates can be modified to customize the graphical appearance.
·         The end user receives a packaged set of the exact documents they need, linked to an interactive table of contents.

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Newforma Punch List tablet app

The Newforma® Punch List tablet app provides architects, engineers, general contractors and construction managers with a tool to make punch list creation and communication faster, clearer and easier to manage, speeding time to closeout and reducing risk of overlooked punch list items. The app displays the same project information found in Newforma Spatial Index and Punch List activity centers, and provides the means to manage the punch list process wherever you are, whether or not you have internet access.

Newforma Punch List activity center

Use the Punch List activity center in concert with the Spatial Index activity center to create and track punch lists.

  • Create punch list items.
  • Manage their descriptions.
  • Assign them to team members.
  • Edit punch list items in spreadsheets.
  • Import elements and descriptions.
  • Change locations.
  • Make punch lists available to external team members.

 

Newforma to Newforma
Newforma to Newforma (N2N) enables two or more companies using Newforma Project Center to work together as if they are all on the same system. By enabling a secure, background channel of communication between Newforma Info Exchange servers, N2N streamlines the coordination and exchange of project information, supporting a more transparent mode of project delivery without compromising either company’s control or security of their proprietary project information.

·         File transfers between connected companies are routed directly into the recipient company’s local project transfer log, completely eliminating manual and time-consuming file downloads.
·         RFI and Submittal assignments and responses are also routed directly into the recipient’s corresponding project log, eliminating file downloads as well as the manual re-entry of any metadata fields.
·         Using Newforma Shared Folders, sub-folders on each company’s respective networks can be linked and bi-directionally synchronized on demand or on a scheduled basis, enabling simple drag ‘n drop replication and coordination of distributed BIM, CAD and other project datasets.
·         All connected transactions leverage general Newforma functionality such as email notifications and reminders
·         N2N utilizes a direct communication channel between companies that respects the network security, encryption and authentication protocols of each underlying Newforma Info Exchange server.

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Newforma Add-in for Autodesk Revit
The Newforma® Add-in for Autodesk® Revit® connects non-graphical information in the building model with project information managed using Newforma® Project Center. It enables broader project team input to the building information management process while allowing those team members to seamlessly repurpose Revit model information to drive adjacent or downstream project processes.

·         Integrates with Revit Architecture, Revit MEP and Revit Structure.
·         Connects room and space planning spreadsheets with live Revit models to enable programming and Revit modeling staff to work asynchronously on a coordinated project room and space program.
·         Connects room elements from Revit with the Newforma Punch List Mobile App to provide a consistent, unambiguous framework for the location of punch list and site observations.
·         Connects sheet planning worksheets with the live Revit models to manage the revision and distribution of all record document deliverables derived from the model.
·         Links action items and markups created in Newforma Project Center to building elements in Revit to track and more efficiently resolve design challenges with other disciplines.

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Shared Folders

Shared folders are document spaces on Newforma Info Exchange used by project teams to coordinate drawings, models and other types of files. All project team members that are a party to the Shared Folder can download, open or optionally upload files using any standard web browser, including those on smartphones and tablets.

Generally, the process for using shared folders entails:

  1. The Newforma Project Center user publishes a project folder on their network that contains files to be shared as a Shared Folder on the Info Exchange web site.
  2. The user then adds selected members of the project team from other companies to the Shared Folder, enabling them to view, download and optionally upload files using the Info Exchange web site.
  3. All parties to the Shared Folder receive email notifications when it’s published, and optionally when its contents have been updated.

Added team members can download the published files.

Using Newforma to Newforma, external team members that also use Newforma Project Center within their company can connect Shared Folders to project folders on their network to automate the exchange of information between the companies.

Newforma Touch

Newforma® Touch utilizes the Newforma Info Exchange server and standard mobile web protocols to optimize Newforma PIM functionality for the small form factor of a smartphone.

  • Browse and search project email and attachments.
  • Access project team contact information.
  • Email contacts.
  • Map locations.
  • View project logs and item details, including action items, meeting minutes, RFIs and submittals.
  • View project documents, including record documents and files published to Info Exchange.

Administration and Help features

Newforma Project Center Administration
All key administrative functions of Newforma Project Center have been grouped in an activity center that can, optionally, be hidden from everyday users. Administrative functions include creation or deletion of projects; administration of contact data, Newforma Info Exchange user accounts and file transfers; administration and monitoring of the Newforma Project Center and Newforma Info Exchange Servers; and support for project templates that automate the setup of new projects according to your preferred project settings. During the initial deployment of Newforma Project Center, this project setup process can be scripted to automate the setup of existing active projects and opportunities, as well as archived projects, making them immediately accessible and searchable from within Newforma Project Center. Global administrators may designate project administrators who have authority to modify project settings, reset Newforma Info Exchange passwords, and delete RFIs, submittals, transmittals and action items..
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Newforma Support
Newforma Project Center Support offers a comprehensive set of customer support resources. A comprehensive knowledgebase provides a wealth of tips, materials and Newforma-validated answers to technical questions posed live and online. A key part of the knowledgebase is the Customer Support Discussion Forum, where Newforma administrators, Newforma representatives and Newforma consulting partners can address technical questions. Finally, a collection of online tutorials, called Take 5’s, supplement Newforma Training Services with just-in-time learning. The Support activity center also provides contact information for those requiring personal attention.
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Common Questions
For new users of Newforma Project Center, or for users exploring new capabilities, the Common Questions area on the left of the user interface provides context-sensitive help for the typical questions that might arise at that particular location of the product. Common Questions is an area that can be expanded or contracted from view as appropriate to the needs of the user. Selected Common Questions also provide links to Take 5 video tutorials that give further explanation of key topics.

Send a suggestion
You can send along ideas and feedback from your personal use of Newforma Project Center to the product design team. Sharing your experience can help to shape an upcoming release.
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Help
Newforma Project Center provides a comprehensive and searchable Help resource that includes Help Topics, Take 5 video tutorials, new feature summaries and more.
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Newformant User Community Site
Directly accessible via Help or Search from Newforma Project Center, www.newformant.com is an online community for Newforma users. Users can search for guides and tech tips provided by Newforma or other users, post a question to the community, or share product suggestions.
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Newformant API
Newforma has a published web services API that can be licensed by qualified partners and customers. Contact your Newforma representative for more details.

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For more information
View two-minute conceptual overviews of the key feature areas of Newforma Project Center. See how to manage email, search across your network, share large files and more using Newforma® Project Center software for project information management.
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“We looked at the option of tailoring SharePoint® to address some of our big information management and communication needs The Newforma solution had everything we were looking for – especially in the area of project email management, search and document sharing – right out of the box and at a fraction of what it would have cost for us to develop ourselves.”
– HART HOWERTON