Newforma Konekt Tutorial: Archiving a Project

Once you have finish a Newforma Konekt project following proper archiving procedure is essential to backing up your data.

In this tutorial, you’ll learn how to export your issues to a variety of file formats, how to make space in your hub, and how to properly bring a project back should the need ever arise.

If you’re a visual learner, you can watch our webinar Archiving your Completed Newforma Konekt Project.

Step 1 – Create a folder to store your data

Create a folder on your desktop or elsewhere on your computer to store your data.

Step 2 – Make sure all issues have been resolved and closed

Make sure all issues have been resolved and closed. There are two ways you can do this:

• On the Dashboard page – Due issues shows you your active project issues (all except closed issues). Simply click the Project issues donut chart. You’ll be redirected to the Issues page where you can see all your active issues.
• On the Issues page – You can also head directly to the Issues page and filter by status to see all of your active issues. Once resolved, use the multi edit feature to change status to closed.

Step 3 – Restore all archived issues

If you have archived any issues, they are not going to be displayed on the Issues page. You can find them on the Archived issues page. If you want to include those issues in your export, you need to unarchived them so they show up on the issues page. To do so, use filters and set status for archived issues being restored to closed. For more information, see Restore Archived Issues).

Exporting issues as PDF exports all single issues, displays all of your metrics, issues properties, comments, and the main viewpoint. It include everything except closing date, attachments, and history.

To create a report, on the issues page, click the gear icon, then select Print report.

1. Display all issues using the filters.

2. Select all issues (gear icon > Select all).

3. Export issues (gear > Export).

   • Export as BCF file (version 2.0 sent via email) – Once the export is completed, you are going to get an email indicating your BCF file is ready for download. Download the file using the link provided.

   • Export as excel file – The file will appear directly in your downloads folder.

Newforma Konekt issue attributes	BCF	Excel
Issue number	♻ Restarts numbering	✔
Issue title	✔	✔
Viewpoints	✔ All viewpoints
Description	✔
Status	✔	✔
Type	✔	✔
Priority	✔	✔
Discipline	✔	✔
Zone	♻ Default zone✘ If <no assigned default>	✔
Phase	♻ Default phase ✘ If <no assigned default>	✔
Assigned to	✔	✔
Due date		✔
Issue group		✔
Team assigned	✔	✔
Issue visibility	✔
Notify
Custom attributes	♻ Default ✘ If no assigned default	✔
Author	♻ Issue importer	✔
Creation date	✔	✔
Last changed date	♻ Import date
Last changed by	♻ Issue importer
Closing date		✔
Comment	✔
Attachments	✔
History	♻

If needed, download models and sheets from the web viewer and save them in folder created in step 1.

Get a record of every users that were in the project. Head to the hub settings page, use the projects column to filter for the users on your completed project. Then, select them all with your mouse, right click and print. This is a workaround since the export feature does not respect filters.

You can export a project’s settings for use on new projects by creating a project template (see Create a Project Template). All issue attributes, including custom options, will be saved.