How Tos

Create a Log of Open Register Items

Create a Log of Open Register Items To create a log of open register items, you must have a submittals register in place. Please click here for more information about...

Create and Export a Custom Register Log

Create and Export a Custom Register Log To create and export a custom register log, you must have a submittals register in place. Please click here for more information about...

Create a Revised RFI

Create a Revised RFI Members of the construction team can create a revised RFI as needed to aid in the review process. Typically, revisions occur after the design team has...

Create a Revised Submittal

Create a Revised Submittal You can create a revised submittal when automated submittal numbering is enabled. Typically, revisions occur after the design team has returned the submittal to the construction...

Create a Revision Package

Create a Revision Package You can create a revised package to track changes to an issued package without modifying the original document. The steps below apply to both construction phase...

Create a Sheet or Specification Index from the Template

Create a Sheet Index or Specification Index from the Template Perform the following steps to create a sheet index or specification index for import into ConstructEx using the Excel template....

Create a Spatial Index from the Template

Create a Spatial Index from the Template Perform the following steps to import a spatial index using the Excel template. Unique identifier requirement To import correctly, each entry in the...

Create a Submittal Register from the Template

Create a Submittal Register from the Template Perform the following steps to import a submittal register using the Newforma ConstructEx Excel template. Best practice is to import the submittal register...

Create a Transmittal

Create a Transmittal Perform the following steps to create a transmittal for a submittal. To create a transmittal Scroll to the bottom of the Return Submittal page and select Return...

Create Custom Status Types for Construction Phase Document Packages

Create Custom Status Types for Construction Phase Document Packages Perform the following steps to create custom status types for construction phase document packages. You must be a Project Administrator to...

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