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Basics of Newforma Project Center

In this training, users will learn the foundation principles and features of Newforma® Project Center so they can see immediate benefit from using the solution. This training course is a pre-requisite for all other courses.

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Basics of Newforma Project Center
Basics of Newforma Project Center

Time & Location

23 Apr 2020, 10:00 am – 1:00 pm


About the Event

Learning Objectives

  • Participants will learn how to add projects to the My Projects tab and understand basic navigation in Newforma Project Center.
  • Participants will learn about the Project Files activity center and Task Menu basics.
  • Participants will learn how to search for files and other internal project information, including project email.
  • Participants will learn how to electronically view and mark up files, how to create PDF’s of marked up files, and how to save a markup session.
  • Participants will learn how to file emails to projects and understand the benefits of utilizing the Project Email activity center.


  • What is Newforma Project Center?
  • Adding My Projects
  • NPC Navigation & Preferences
  • Navigation + Task Menu
  • Home page customization
  • Preferences
  • Project Files Activity Center
  • Search
  • How to search project files and email
  • Newforma Viewer and Mark-ups
  • How to Markup and review documents
  • Newforma Project Email Activity
  • Fundamental Concepts
  • Viewing, filtering, and searching email
  • Task Menu Options
  • Filing Email – Outlook, Drag-Drop
  • Quick File + File in Project vs. Newforma Items to File folders
  • Drag-Drop
  • Email Settings (Options)
  • Newforma Project Email Addressing (optional)
  • Introduction to electronic file transfers using Newforma Info Exchange


  • Basics of NPC

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