Project Set Up and Settings (5:53)

. Creating the Project Folder

• Objective: Establish a structured location for all project files.
• Steps:
  1. Create the Main Folder: Start by creating a main folder where all project-related files will reside.
  2. Organize by Trades (if applicable): If the project involves multiple trades, create subfolders for each trade (e.g., electrical, plumbing).
  3. Assign Trades to Folders: Break out the sheets so they are organized within the appropriate subfolders.
  4. Example: For a project with only electrical work, create a folder named “Electrical” and place all related floor plans and documents inside it.

1. Uploading Files to the Project Folder

• Objective: Ensure all necessary files are available and organized in the project folder.
• Steps:
  1. Prompt for Upload: Once the folder structure is created, prompt the system to upload the relevant files.
  2. Upload the Files: Navigate to the location of your files and upload them into the designated folder.

1. Setting Up Templates and Assemblies

• Objective: Prepare the project for efficient workflow by setting up templates and assemblies.
• Steps:
  1. Upload a Template: Before placing any assemblies, ensure you have a template uploaded that includes all parts and pieces needed.
  2. Use Templates for Assemblies: If using Inspired Search, make sure the template is uploaded to avoid adding parts retroactively.
  3. Close and Open Files: After uploading the files, open the necessary sheets and then close them to ensure the structure is in place.

1. Importing Assemblies

• Objective: Import the necessary assemblies into the project to streamline the setup.
• Steps:
  1. Navigate to Import Assemblies: Go to the import assemblies section.
  2. Select the Project: Choose the appropriate project from the dropdown menu.
  3. Import the Assemblies: Select the assembly starter file or the relevant template file and click “Import” to upload all parts and pieces.

1. Verifying Scales and Drawings

• Objective: Ensure that all measurements and scales are accurate to avoid errors in the project.
• Steps:
  1. Check the Scale: Look for the scale at the bottom center of your screen.
  2. Select Predefined Scales: Use the predefined scales or calibrate with known distances.
  3. Verify Measurements: Double-check the measurements to ensure they are accurate. If the drawing was printed at an incorrect size, recalibrate as necessary.

1. Configuring Project Settings

• Objective: Finalize project settings to streamline workflow and ensure consistency.
• Steps:
  1. Add Panels (if needed): At this point, you can add any necessary panels to your project.
  2. Set Up Sheet Annotation Tags: Importing a template also sets up your sheet annotation tags and assembly codes.
  3. Verify Tags: Ensure that the tags are correctly displayed and anticipate their use throughout the project.

Final Check

• Review Steps: Ensure all the above steps are completed to set up the project correctly.
• Ready for Use: Once the setup is complete, the project is ready for further development and use by the team.