Create and Manage Projects

Project is a collaborative space where users can plan and manage activities of their end-to-end construction project. Follow the below steps to create a project,


  1. Select Projects from the side navigation bar and click on the Create Project button (on Top Right)

Creating a Project

  1. Enter the Mandatory Fields which will be marked with “*”, and click on the Create Project button (on Top Right)

Creating a Project (Contd.)

  1. Users can view the available projects either under list view or card view

Creating a Project (Contd.)

  1. To edit the project details, select the desired Project from the My Projects page, click on the Project data and click on the Edit button

Editing a Project

  1. Click on the Update button, once the details have been updated 

Editing a Project (Cont.)

  1. Projects can be sorted as per the user's need by selecting the desired sorting criteria under Sort By 
  2. Users can search by the Project name under the search bar
  3. Click the Filter icon to narrow down the project search based on the specific criteria such as user range, model range, companies, project type and more

Viewing Companies

  1. To delete a project, select the Delete option from the ellipsis icon, choose the projects that need to be deleted and click on the Delete button



Notes:

    • Users can create Projects after completing the Hub creation
    • When creating the Project, the workflow is defined based on which workflow is set as Default in the respective Hub
    • Once project creation is completed, the user cannot change/edit the workflow for the Project
    • While creating the project, user can categorize the project by adding the business Unit tags based on the preference. Generally, only the Super and Site admin can have access to create and manage the Business Unit tagging in the Admin level
    • Project Template is a predefined framework that will help the users to setup Project settings easier and faster when creating the project. The Project Template can be managed at the respective Hub level
    • Projects which has Issues, RFI's, Documents, Clashes and Models cannot be deleted

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