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02_Project Setup: Creating a New Project from a Blank or Imported Template (2:33)

 

 

Overview

This video walks through creating a new project in AECinspire from the dashboard. It covers the two ways a project can be started — as a bare bones blank template project, or by importing an existing project template that carries your company's assemblies, layers, and parameters across into the new job. Users creating their very first project can complete the form in under a minute; users at a company with an established template will spend most of their time in the import step.

What you'll learn

  • Where to find Add New Project on your dashboard
  • Which project fields you fill in and which are set for you
  • The difference between a blank template project and an imported project template
  • How to select a Source Project and import its skeleton into your new job
  • How to include or exclude individual items from the import
  • How to open your new project once it has been created

               

              Before You Begin

              You need an active AECinspire login and access to your dashboard. If you are creating projects for the first time and your company has not yet built a project template, you can skip the import step entirely and start from a blank template project. If your company already has a project template or assembly template in place, have the name of that template ready — you will select it as the Source Project during creation.

               

              Part 1 — Start a New Project from the Dashboard

              1. From your dashboard, go to the upper left hand corner.
              2. Click Add New Project.
              3. Fill in the Project Name. In this video the narrator names the example project Training Project.
              4. Review the Company Name. This field is static — you will only see the company you are associated with.
              5. Optionally, upload a Project Image.
              6. Move to the next bar on the form, labeled Import Project Template.
              7. Toggle the Import Project Template bar on.
              8. Select the Source Project.
              9. Choose the template you are looking to use. In this video the narrator selects the AECinspire Default Assembly Template.
              10. Review the selections shown after you choose your Source Project.
              11. Uncheck anything that does not apply to this project — for example, if you did not want to bring in default values or your layers.
              12. Leave everything else checked to bring the full template across.
              13. When everything is set, click Proceed.
              14. The new project is created and appears on your dashboard.
              15. Find the project at the top of your list — it will show as the Last Updated project.
              16. Click Go to Project to open it.

                  Note: The create-project form has two stages. Step 2 is the Import Project Template stage. If you are simply creating projects and have no existing template, you can bypass Step 2 altogether.

                   

                  Part 2 — Enter the Project Details

                        Note: Because Company Name is static, there is nothing to select here. Users who belong to a single company will always see that one company on the form.

                         

                        Part 3 — Choose Between a Blank Template and an Imported Project Template

                        At this point in the form you decide how the project will be built. The choice determines whether the project opens empty or already loaded with your company's assemblies.

                         

                        Blank template project

                        Imported project template

                        How you create it

                        Click Proceed after filling in the project details

                        Toggle Import Project Template, select a Source Project, then click Proceed

                        Assembly parts included

                        None — there are no assembly parts

                        Yes — the parts list for all of your assemblies comes across

                        Parameters included

                        None

                        System data, work package, order status, level, area, room

                        Company standard layers

                        Not included

                        Included

                        Best for

                        A first project, or a company with no template built yet

                        Any company that already has a project template or assembly template created

                        Setup required after creation

                        Full setup from scratch

                        None — upload your sheets and get right to work

                        Note: The key name to remember for the first option is blank template. It is a bare bones project with no assembly parts in it.

                         

                        Part 4 — Import a Project Template (Step 2)

                        Use this part only if your company has an assembly template or project template already created.

                                Selecting a Source Project pulls the skeleton of that project into your new job:

                                What comes across

                                Why it matters

                                System data

                                Your company's system definitions are already in place

                                Work package

                                Work packaging structure carries over

                                Order status

                                Order status values are pre-populated

                                Level, area, room

                                Location parameters are ready to use

                                Company standard layers

                                Your standard layers are pulled across as a default project

                                Parts list for all assemblies

                                The most important item — your assemblies are already in when you open the project

                                Best practice: Importing a project template is an important step as you are starting to get going with Inspire. Once the assemblies are in, you can upload your sheets and get right to work without having to set anything extra up.

                                 

                                Part 5 — Select What Carries Across

                                       

                                      Part 6 — Create and Open the Project

                                               

                                              Quick Reference

                                              What you need

                                              Where to find it

                                              Create a project

                                              Add New Project, upper left corner of the dashboard

                                              Project Name

                                              Create-project form, first field

                                              Company Name

                                              Create-project form — static, cannot be changed

                                              Project Image

                                              Create-project form, optional upload

                                              Blank template project

                                              Fill in details, then click Proceed (skip Step 2)

                                              Import a template

                                              Step 2 — toggle the Import Project Template bar

                                              Choose the template

                                              Source Project selector

                                              Example template used in the video

                                              AECinspire Default Assembly Template

                                              Exclude items from the import

                                              Uncheck them in the selections list before clicking Proceed

                                              Finish creating the project

                                              Proceed

                                              Find the project you just made

                                              Top of the dashboard list, sorted by Last Updated

                                              Open the project

                                              Go to Project

                                               

                                              Troubleshooting

                                              Issue

                                              Resolution

                                              New project opens with no assemblies or parts

                                              The project was created as a blank template. A blank template has no assembly parts by design. Create the project again using Import Project Template, or build the assemblies manually.

                                              No template appears in the Source Project list

                                              Your company has not created a project template or assembly template yet. Create the project from the blank template instead.

                                              Cannot change the Company Name on the form

                                              Expected. Company Name is static and shows only the company you are associated with.

                                              Import Project Template options are not visible

                                              The bar must be toggled on before the Source Project selector appears.

                                              Template brought across values you did not want

                                              Uncheck the items that do not apply — such as default values or layers — in the selections list before clicking Proceed.

                                              Cannot find the project after creating it

                                              The new project appears as the Last Updated project at the top of your dashboard. Click Go to Project to open it.

                                               

                                              Next Steps

                                              Continue to the next video in the series: UI Overview. The narrator also points ahead to project setup and uploading, covered in Creating Folders and Uploading Floorplans.