ACTION ITEMS

Identify and manage critical issues to help the project team stay on budget and schedule. The Action Items activity center connects the project team members and allows action items to be created from multiple points in project workflows.

ADDENDUMS

Create, distribute and manage the addendum request log. The Addendums Activity Center enables all bidders to incorporate changes into the bid set. Once an addendum is issued, the documents sent out become part of the contract documents when the contract is awarded.

BUILDING INFORMATION MODELLING AND ELEMENTS

Display or navigate to local versions of the Revit central models registered with a project, add building element parameters for linked elements (e.g. doors, curtain walls, etc.), link all related information, and more.

BULLETINS

Create and manage the bulletins log and communicate changes out to the field with specific information pertaining to the change and distributed to the contractor. Changes to the contract drawings may be a result of RFIs, owner’s requests, value engineering, recognition of error/omission, reviewing agency requests, changed conditions or request for substitutions.

CHANGE ORDERS

Gather pricing items from approved Potential Change Orders (PCOs), describe the scope of the change order, identify drawings, specifications or exhibits tied to the change order and connect estimates back to the contract to formalize negotiations between subcontractor and general contractor.

CONSTRUCTION CHANGE DIRECTIVES (CCD)

Create, issue and manage the CCD to the general scope of the contract (e.g. additions, deletions, sum, time, or other revisions) without invalidating the contract. CCDs authorize the contractor to make changes that affect the cost and/or schedule of a project.

CONTACT DIRECTORY

Browse, sort, filter and group contacts and company data. Use this Activity Center to view projects based on who they are assigned to, log time-stamped conversations, send letters to any contact, harvest data from Outlook (e.g. Deltek, Axium, SAP, etc.), and more.

CONTRACTS

Track and manage contracts using this Activity Center which incorporates cost code tracking, categorization of legal contract documents, corporate templates, contract growth graphs, drawings, specs, exhibits and permission-based access to financial data tied to the contract, and more.

DAILY REPORTS

Maintain an official record of the jobsite status and project activities including companies, headcount, major activities, rental equipment, weather, and more.

DOCUMENT CONTROL

Central location where project team members manage, access and view current and prior versions of documents.

DOCUMENT SETS

Central location used to organize related project files and folders, view, markup, review and compare document sets and create copies of documents as project milestones.

FIELD NOTES

Team members on the job site populate (e.g. photos taken using the Newforma Capture App) and use this Activity Center to view the field notes log, related media and supporting documents.

MARKUP SESSIONS

Create multiple markups for a CAD drawing or BIM model, link them to action items and stamp them with pre-populated fields as a part of the design or CA review process. Browse, preview, add comments or markup, track and review the status of all markups from a centralized location. Capture a full audit trail, generate a markup report, link markups to RFIs and submittals, and send markups via email or browser interface.

MEETING MINUTES

Track and manage project meeting minutes, distribute and manage agendas. Link meetings to agendas, add Action Items, RFIs, Change Orders and more.

MODEL VIEWS

Model views and revision states can be associated with emails, supporting documents and related Action Items, RFIs and submittals, providing project context to enable informed decision-making.

POTENTIAL CHANGE ORDERS

Quantify the impact of changes by factors such as estimated cost and time during the course of the project using this Activity Center. Request proposals at code level, expedite responses, track negotiations and secure agreement from all parties impacted by a change.

PROJECT EMAIL

Streamline email project filing as you use this Activity Center to capture, organize and index project-related email messages as a part of the project record.

PROJECT FILES

The single view of all folders and documents, within or outside (e.g. ProjectWise, SharePoint and FileNet) the network. Additionally, this Activity Center allows you to browse, search, find, markup, link and share project information. (COMING SOON: Check-in and Check-out supporting file-locking and versioning.)

PROJECT IMAGES

Manage and view every image file in a project. Use this Activity Center to tag images using keywords which enables you to filter, sort or search on EXIF properties, cameras or operators, with ease.

PROJECT KEYWORDS

Project-specific keywords are created for each project and used to classify (tag) documents and emails, then used to retrieve information wherever the keywords reside on your network. Search for keywords then browse search results to locate documents. This Activity Center displays a list of keywords currently being used within a project.

PROJECT PUBLISHER

Project Publisher is designed to package together information during the project closeout. Information is published into a hierarchical structure and placed (published) on a destination folder, drive, USB or CD/DVD for project archiving as PDF or HTML files. Within Project Publisher activity center, a wizard interface aids the selection of information to be published including record documents, RFIs and submittals, and other supporting documents and emails. Users can customize the graphical appearance of the published files using Microsoft Word templates. Published files can be accessed using a link and include an interactive Table of Contents.

PROJECT TEAM

Assemble, communicate with and manage project teams and to create team reports. In the field, the Project Teams app is used to find contact information organized by project.

PROJECT TIMELINE

Track, log and manage project-specific events (e.g. phases, tasks, milestones, meetings, phone calls, local holidays, etc.) associated with supporting documents and related items to align internal and external resources. Import and synchronize items from Microsoft Project, Microsoft Outlook, and Deltek Vision.

PROPOSAL REQUESTS

Create and manage proposal requests and logs. Collaborate with your project team to resolve issues raised in proposal requests.

PUNCH LISTS (SNAGGING LISTS)

Create and manage punch list items and their descriptions and make them available to outside team members.

RECORD COPIES

Save, locate and retrieve record copy archives of document sets or project folders at key project milestones. This Activity Center maintains a a.zip archive of contents of all Info Exchange transfers and transmittal, RFIs, submittal and other transactions.

RFI

Log, manage and execute a variety of RFI management actions (e.g. track progress, monitor due dates, create custom reports, etc.) including tracking any related email correspondence or supporting project files, providing a searchable audit trail for each RFI in the project.

SHARED FOLDERS

Exchange documents, upload, download and open files. This Activity Center makes it easy to coordinate drawings, models, or other drawings and may be delivered to cloud storage solutions (Dropbox, Box and Google Drive).

SITE VISITS

Team members who periodically visit the site (e.g. safety, quality assurance, design professionals, etc.) use this Activity Center to cross-reference design documents, track changes, assign action items and create and distribute reports to provide continuity between visits and to record follow-up observations.

SKETCHES AND SUPPLEMENTAL DRAWINGS

Electronic log used to define a sketch type to enable sorting and reporting, and to reference, track and distribute sketches.

SPATIAL INDEX

Define, track and manage information related to spaces, rooms and system types of a build project. This Activity Center is tightly integrated with Newforma Project Information Link add-in for Autodesk Revit, for import, export and the synchronization of room and space data between this Activity Center and the Autodesk Revit BIM model.

SUBMITTALS

Log, forward for review, capture reviewer responses, track and re-request and respond to submittals. This Activity Center allows users to conduct batch-imports of expected submittals from MS Excel spreadsheets and send notifications to team members. Additionally, track and report on submittal-related email messages between project team members.

SUPPLEMENTAL INSTRUCTIONS

Create and manage the supplemental instruction log including an email log designed to view and track email messages. Architects use supplemental instructions to formally notify project teams of additional instructions or minor changes in a project that do not impact the contract sum or contract time.

TRANSMITTALS

Create and log transmittals that accompany the exchange of physical and electronic materials with external project team members. This Activity Center 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.

CAPTURE APP

Capture, define and markup quality control tasks (e.g. Punch Lists) then upload them to Project Cloud to be managed by project team members.

PLANS APP - Mobile

View, markup and email documents while in the field, while working directly on a project plan.

PROJECT EMAIL APP

Access, reply to, forward or file project emails. This Activity Center allows users to download attachments connected to emails filed by your project team.

PROJECT TEAMS APP

Locate and access information for your project team members, organized by project. Contact team members with one tap of the screen; contact information is perpetually automatically updated, therefore current.

TASKS APP

View and manage quality control items and assigned tasks for any team member while in the field.  This app allows you to add a photo or include one from the camera as well as add a comment and view comment history.

CLOUD BROWSER INTERFACES

Easily and securely search and access network files and import new image files. Additionally, Project Center customers use cloud browser interfaces to create and manage action items.

INFO EXCHANGE

Gain controlled access to external or remote internal team members and streamline contract administration and workflows using this web component of Project Center hosted within the IT infrastructure at your company.  Securely transfer and receive files too large for email and access a common set of project phases, tasks, action items, and more.  Additionally, Shared Folders coordinate the revisions on referenced CAD or BIM datasets by distributed teams.

BIM

Project Information Link add-in for Autodesk Revit

Compare functionality

EDMS integrations

Markup on the web

Microsoft Outlook add-in

My Project Center

Newforma Cloud

Newforma to Newforma

PCO Scoreboard

Project Home

Project Search

Snapshot