Create a Project and Activate Services

Account administrators can create projects, activate services, and assign project administrators to those services.

The following video demonstrates project creation and service activation:

Create a Project

1. In the Account Admin module, click the Projects tab.

2. Click Add.

3. In the Create Project Profile dialog box, specify the project name and enter the project information. Required fields are marked with an asterisk. Some of the fields, such as the start and end dates, are used for company reporting and analytics to ensure all team members have access to consistent project information across workflows.

4. Select a language from the BIM 360 Field Project Language drop-down list.

   

5. Click Save & continue to create the project and display the Project Services page.

Activate a Service

1. In the Project Services list, click Activate for the service you want to add to the project.

   

   If you are activating services for the first time on your project, you'll have the option to apply a project template. The project template allows you to use settings from an existing project as a template for your new project. To do so:

   a. Enable the Apply a project template radio button.
   
   b. Select the project to use as the template.
   
   

   If you don't want to use a project template:

   c. Enable the Don't apply a project template radio button.
   
   

2. Click Activate.

In either case, you are added as the first project administrator when activating a service for the first time on your project. You must be a member of the project for this to be successful. You can add additional project administrators later.

After you've activated at least one service, you can just click Activate from the list of project services to activate additional services.

Project template settings

If you are activating services for the first time on your project, you'll have the option to apply a project template. The project template allows you to use settings from an existing project as a template for your new project. Settings included in the project template include:

Document Management:

• Folder structure
• Role permissions

Design Collaboration:

• Design Collaboration configuration:

  • Custom shared folder path
  • Team with name, team folder, color and content folder selection
  • Permission settings on teams by company, role and user
  • Schedule publishing with custom Revit Cloud worksharing user entitlement
  • Enable/disable DWG file support

• Model Coordination configuration

  • Coordination spaces on team and shared folders

• Document Management configuration

  • Assign role and/or company to user
  • Folder structure with permission settings by company, role and user

  See Project Templates for more information.

Issues:

• Issue types

• Root causes

• Custom attributes

• Role-based permissions

  See Issues and Folder Permissions for more information.

Cost Management:

• Budget code templates

• Custom attributes

• Document templates

• Module-specific settings

• Financial markup formulas

  Refer to the Budgets and Budget Code Templates topics in the Cost Management help for more details.

Field Management:

• Checklist templates

• Issue templates

• Role-based permissions

  Refer to the Templates and Checklists and Permissions topics in the Field Management help for more details.