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Company Confidential Using Global Actions in Newforma Project Center (Submittals) 7 th and 8 th Edition Company Confidential.

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Presentation on theme: "Company Confidential Using Global Actions in Newforma Project Center (Submittals) 7 th and 8 th Edition Company Confidential."— Presentation transcript:

1 Company Confidential Using Global Actions in Newforma Project Center (Submittals) 7 th and 8 th Edition Company Confidential

2 7 th Edition Submittal Actions Newforma ships with a default set of actions and purposes that appear as drop downs in each of the workflow steps in Newforma Project Center The labels that appear in the drop down list can be customized to reflect terminology used in your firm Customization can be done to the Global Submittal Action List and therefore affect all submittals activity centers OR you can override a specific project by creating another list and assigning it to a specific project This document defines how the default labels are used in Newforma project center

3 Company Confidential Accessing Global Submittal Action List In Project Administration, select the Global Project Settings tab, then select Global Submittal Action List and select Modify

4 Company Confidential Viewing Default Submittal Action List The default contents of the actions and purposes drop down that appear in the in the workflow appear.

5 Company Confidential Customize Default Names To modify a default label, select the Name then click Modify. Change the Keyword field to reflect the term used at your firm.

6 Company Confidential Log a Submittal Action values that appear in the Log a Submittal dialog are type Submittal Receive

7 Company Confidential Forward a Submittal Purpose values that appear in the Forward Submittal for Review dialog are type Submittal Forward

8 Company Confidential Record a Reviewer Response Action values that appear in the Record Submittal Reviewer Response dialog are type Submittal Review Response

9 Company Confidential Respond and Close Action values that appear in the Respond to Submittal and Close dialog are multiple types. See the next slide to understand how these types relate to the category drop down list that appears in the Submittal log. Note that types of Submittal Resubmit will cause the Expected dialog to appear to give the user an option to create an expected resubmittal.

10 Company Confidential Closed Submittals Depending on the Action selected on the Submittal Respond and Close dialog, the closed submittal will appear in one of the closed sub categories as shown to the right.

11 Company Confidential 8 th Edition Submittal Actions The principles behind how Submittal Actions work are the same between 7 th and 8 th Edition Since the Submittal Activity center has been upgraded in 8 th edition, the name has changed to distinguish between the 7 th and 8 th list There are additional types available in 8 th Edition to support the new tasks Note that this describes Submittals, but the principles apply to all Contract Management activity centers that use workflow (for example, RFIs, Bulletins, Change Order Proposals, etc.)

12 Company Confidential Accessing Global Submittal Action List In Project Administration, select the Global Project Settings tab, then select Global UAC Submittal Action List and select Modify

13 Company Confidential Viewing Default Submittal Action List The default contents of the actions and purposes drop down that appear in the in the workflow appear.

14 Company Confidential Customize Default Names To modify a default label, select the Name then click Modify. Change the Keyword field to reflect the term used at your firm.

15 Company Confidential Log a Received Submittal Action values that appear in the Log a Received Submittal dialog are type Receive

16 Company Confidential Forward Submittal for Review Purpose values that appear in the Forward Submittal for Review dialog are type Forward

17 Company Confidential Record Reviewer Response Action values that appear in the Record Reviewer Response for Submittal dialog are type Record a Response

18 Company Confidential Respond to Submittal and Close Action values that appear in the Respond to Submittal and Close dialog are multiple types. See the next slide to understand how these types relate to the category drop down list that appears in the Submittal log. Note that types of Resubmit and Reject will cause the Expected dialog to appear to give the user an option to create an expected resubmittal.

19 Company Confidential Closed Submittals Depending on the Action selected on the Submittal Respond and Close dialog, the closed submittal will appear in one of the closed sub categories as shown to the right.

20 Company Confidential Send Submittal Action values that appear in the Send Submittal dialog are type Send

21 Company Confidential Send and Close Submittal Action values that appear in the Send and Close Submittal dialog are type Send and Close

22 Company Confidential Close Submittal Action values that appear in the Close Submittal dialog are type Close

23 Company Confidential Reopen Submittal Action values that appear in the Reopen Submittal dialog are type Reopen

24 Company Confidential Final Receive The Final Receive type is not used in 8 th edition but is reserved for functionality in a future release.


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