PROJECT TEAM
FILE TRANSFER
ADDING NEW CONTACTS TO TEAM
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Before adding a new contact to a project team, first search for exisitng contact in both the Project Team database and the Newforma Global Contact List. 1. To search for an existing team member click on Project Team from the Project Home panel.
SEARCH FOR CONTACT
ADD NEW CONTACT
ADD COMPANY INFO
PERMISSIONS SETTING
GROUP SETTING
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SEARCH BOX
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1. Search for contact in the Project Team database by Name, Email, Discipline, or Company using the top right search box, 2. From the Task Panel click Add Team Members>From Contacts to open the Choose New Team Members from Global Contacts List dialog box.
SEARCH FOR CONTACT
ADD NEW CONTACT
ADD COMPANY INFO
PERMISSIONS SETTING
GROUP SETTING
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SEARCH BOX
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1. Search for an existing team member in the Global Contacts List by Name, Email, Discipline, or Company using the top right search box. 2. If the contact exists, mark the checkbox to the left and click OK. Refer to the Modify Permission Sets tab and Modigy Project Team Group tab. 3. If the contact does not exist, click on the Add New button. This will open the Add New Project Team Member dialog box. Note: New contacts are added to the project team, and are also automatically added to the Project Center contact database and will be avalible to everyone in the office. SEARCH FOR CONTACT
ADD NEW CONTACT
ADD COMPANY INFO
PERMISSIONS SETTING
GROUP SETTING
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name@email.com First Last Click displines: button and select discipline from dialoge box pop-up window Job Title
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Always complete 1.) Contact Information, 2.) Company Information, and 3.) Project Roles and Permissions for each new contact added to the Project Center database. 1. Complete all necessary fields under the Contact Information tab in the Add New Project Team Member dialog box. 2. Before completing Company information, search for existing company by clicking on Company: button.
SEARCH FOR CONTACT
ADD NEW CONTACT
ADD COMPANY INFO
PERMISSIONS SETTING
GROUP SETTING
1
SEARCH BOX
2
3 1. Search for the existing company by Name, or Loctaion using the search box. 2. If the company exists, select the compnay and click OK. From the Add New Project Team Member dialog box check Use Office Address box. Select the Project Roles and Permissions tab and refer to the Modify Permissions Sets tab. 3. If the company does not exist, click on the Add Company button. This will open the Add Compnay dialog box. SEARCH FOR CONTACT
ADD NEW CONTACT
ADD COMPANY INFO
PERMISSIONS SETTING
GROUP SETTING
1
Click Company Type: button and select type from dialoge box pop-up window
Ennead Architects http://ennead.com/
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1. Complete all necessary fields under the Company Information tab in the Add Compnay dialog box. When completeing Compnay Name, do not include partnership type. 2. For companys with multiple office locations, select location from list or create office location.
SEARCH FOR CONTACT
ADD NEW CONTACT
ADD COMPANY INFO
PERMISSIONS SETTING
GROUP SETTING
City, State Address
Click Address Type: button and select type from dialoge box pop-up window
City State
Zip Code
1. Complete all necessary fields under the New Location dialog box. Click the OK button to all open windows to return to the Add New Project Team Member dialog box. Select Project Roles and Permissions tab.
SEARCH FOR CONTACT
ADD NEW CONTACT
ADD COMPANY INFO
PERMISSIONS SETTING
GROUP SETTING
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1. Under Project Roles, mark the checkbox to Primary Contact on this Project if applicable. 2. Under Newforma Info Exchange Options ALWAYS mark the checkbox next to Allow web access to this Project on your Info Exchange Server. Member Cisiblity on Infor Exchange should be set to Visisble to all external project team members )show name, company and email). Permission Set should be set to External User. 3. If groups have already been created make the checkbox to all that apply. Click OK. SEARCH FOR CONTACT
ADD NEW CONTACT
ADD COMPANY INFO
PERMISSIONS SETTING
GROUP SETTING
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Projects Teams can be organized into Groups. Groups are usiful when sending weekly information to selected team members. Click on Project Team from the Project Home panel 1. If the group already exists, select the team member and click on Modify. In the Modify Prohect Team Member dialog box, select the Project Roles and Permissions tab. Under Project Team Groups select all groups to add the team member to and click OK. 2. If the group does not exists, click on Add Group from the Task Panel. This will open the Add Project Team Group dialog box. SEARCH FOR CONTACT
ADD NEW CONTACT
ADD COMPANY INFO
PERMISSIONS SETTING
GROUP SETTING
Create a new group name and mark the checkbox to the left of all Team Members to be added to new Group and click OK.
SEARCH FOR CONTACT
ADD NEW CONTACT
ADD COMPANY INFO
PERMISSIONS SETTING
GROUP SETTING
FILE TRANSFER | INFO EXCHANGE
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1. Search for the “Info Exchange” symbol within your project home. It can also be found on the top tool bar.
OUTGOING
ADD ASSOCIATED FILES
POPULATE
PERMISSIONS SETTING
INCOMING
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1. Use the down menu to sort through the various types of transfers currently available. 2. Search all transmittals with the filter tool. For additional control use the individual filters found at the top of each column.
OUTGOING
ADD ASSOCIATED FILES
POPULATE
PERMISSIONS SETTING
INCOMING
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1. Create a new file transfer by hitting option within task menu. 2. A window will appear asking if you would like to record a transmittal. Select “yes” so that you will always have this transfer recorded for future reference.
OUTGOING
ADD ASSOCIATED FILES
POPULATE
PERMISSIONS SETTING
INCOMING
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1. Begin your transmittal by entering the recipient’s names, and a subject name. 2. Hit the down menu to identify the type of transmittal you wish to make. The advantage to using “info exchange” is that there is not a limit to the number of files or their size. A recipient that does not have newforma can download this transfer through the email notification they will receive. 3. Include your text within the region available (as you would with an email). OUTGOING
ADD ASSOCIATED FILES
POPULATE
PERMISSIONS SETTING
INCOMING
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1. Click on the “Associated Files” tab to select what will be transferred. 2. Use “Add Files” to select individual files within your project folders.
OUTGOING
ADD ASSOCIATED FILES
POPULATE
PERMISSIONS SETTING
INCOMING
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1. Use “Add Folder” to select entire subfolders within your project folder.
OUTGOING
ADD ASSOCIATED FILES
POPULATE
PERMISSIONS SETTING
INCOMING
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1. Once you have selected your files click on the “Description of Contents” tab. Each file/ folder selected will appear as a line item. 2. If additional files are added or changed you can click on the “Populate from Associated Files” tab to refresh the list of contents.
OUTGOING
ADD ASSOCIATED FILES
POPULATE
PERMISSIONS SETTING
INCOMING
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1. Review your recipient list and subject line. 2. The “Create and Transfer” button will become available once all required fields have been filled in.
OUTGOING
ADD ASSOCIATED FILES
POPULATE
PERMISSIONS SETTING
INCOMING
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1. Before completing the transfer Newforma will give you a few additional options. These are mostly precautionary measures and should be discussed with your project manager.
OUTGOING
ADD ASSOCIATED FILES
POPULATE
PERMISSIONS SETTING
INCOMING