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

2. 7th 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. Accessing Global Submittal Action List
In Project Administration, select the Global Project Settings tab, then select Global Submittal Action List and select Modify

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

5. 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. Log a Submittal
Action values that appear in the Log a Submittal dialog are type Submittal Receive

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

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

9. 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. 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. 8th Edition Submittal Actions
The principles behind how Submittal Actions work are the same between 7th and 8th Edition
Since the Submittal Activity center has been upgraded in 8th edition, the name has changed to distinguish between the 7th and 8th list
There are additional types available in 8th 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. 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. Viewing Default Submittal Action List
The default contents of the actions and purposes drop down that appear in the in the workflow appear.

14. 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. Log a Received Submittal
Action values that appear in the Log a Received Submittal dialog are type Receive

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

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

18. 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. 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. Send Submittal
Action values that appear in the Send Submittal dialog are type Send

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

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

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

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