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How to Create a New Project (1:54)

 

Step 1: Access the Project Creation Interface

  • Navigation: From your AEC Inspire dashboard, locate and click on the 'Add new project' button.
  • Location: This button can be found directly on the dashboard or under the 'Projects' tab on the left-hand side menu.

Step 2: Enter Project Details

  • Project Name: Input the name of your new project.
  • Company Assignment: The company field usually defaults to your registered company, but if associated with multiple companies, you may need to select the appropriate one from a dropdown menu.

Step 3: Specify Trades Applicable

  • Trades Selection: Choose the trades involved in your project. This could range from electrical to fire safety or low voltage, depending on the project's requirements.
  • Folder Organization: Based on your selection, prepare to organize your project files and sheet sets accordingly.

Step 4: Upload a Project Image (Optional)

  • Purpose: Uploading an image gives a visual identifier to your project and enhances the appearance of your project exports.
  • Upload: Click to browse your files or drag and drop an image directly into the designated area.

Step 5: Create the Project

  • Finalize: After entering all required information and settings, click 'Proceed' to create your project.
  • Confirmation: Ensure you receive a confirmation that the project has been successfully created.

Step 6: Manage Projects

  • Project Management: Use the 'Projects' tab to manage existing projects, archive inactive ones, and access any archived projects for reference or reactivation.

Tips for Efficient Project Creation

  • Consistency in Naming: Keep your project naming conventions consistent for easier management and retrieval.
  • Organizational Strategy: Decide on your organizational strategy beforehand, particularly how you'll manage trades and file organization within your project structure.