Create your first project

Start a project from a template, set its visibility, and pick your disciplines.

1 min read

A project is where a job lives: its documents, transmittals, RFIs, milestones, and members. Creating one takes about a minute.

Create the project

1. 1

   In the sidebar, click Create new, then Create new project.

   

2. 2

   Pick a template. Templates preset the folder layout and settings, and you can change everything later.

3. 3

   Give the project a name, and set its visibility: Private projects are visible only to members you add, Public projects are visible to the whole workspace.

4. 4

   Choose the disciplines the project needs (for example Structural or Electrical) and any teams to add from the start.

5. 5

   Click create. You land on the project overview, and the sidebar switches to project sections.

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What a project contains

• Project with Overview and Activity, plus Alerts.
• Plan with Work items and Milestones.
• Transmittals and RFIs registers.
• Files with the Document register, Photos, and Folder templates.
• Manage with Members and Labels, and Settings if you have permission.