- In this video we're going to talk about projects.
Now, primarily we're going to cover how we can create
a new project but we'll also look
at archiving existing ones.
So, Zachary has logged out and turned over the reigns
of the account to me.
And I'm logged in as myself now
and I will take over the Admin responsibilities
from this point forward.
So I'm here in the Account Admin screen
and by default it takes you to the Projects ab
which is exactly where we want to be.
Now behind the scenes I've created a project.
Zachary was playing around in the account
and created this demo project.
So we have that one project there.
But let's go ahead and ignore that one for the moment
ad instead let's create a new project.
So to do so we just click this add button right here.
Now that will display the Create Project Profile window
and you can see that there
are a few required fields here at the top.
We of course need to give our project a name
(keyboard typing)
and it should say the project name is valid.
If you use any illegal characters then it will tell you
but in this case the name I have typed in is just fine.
And you do need to assign a project type to it.
Now you can start typing into the the fields here to try
and find the type that you are looking for
or you can scroll through the list.
And you can see here I found one that's suitable
so I'll choose that off the list.
Now, most of the rest of the fields are optional
but it can be nice to fill in as much information
as you have here.
So for example, is this new construction or renovation?
Do you know what the project value and what currency is in?
What kind of contract is it?
Is it design-build, IPD and so forth?
So maybe this one is going to be designed build.
Do you know the project dates?
And if you click on those it will display
these little calendar pickers
and we can choose dates from there.
Most projects have a project number
so I'll put something here.
And if you have defined business units in the account
then those would show up and will be available here
and you could assign this project
to one of those business units
and that'd help you later with scheduling and reporting.
Now, since I didn't set up any business units,
I'll just leave that blank.
Now, the only other required field is the language
and it default to English and that's fine with me.
So the project time zone defaults to Eastern time
which I'm going to accept because I'm going to cite this project
in Miami beach, Florida.
So I'll go ahead and type in the address information.
(keyboard typing)
Now, finally back up here at the top on the right hand side,
I'll click this little browser icon here
and go out to my desktop.
And I've got some image files here that I can choose from
and I will choose a logo image to load in for this project.
So after you're done filling all the desired information,
you can scroll down here at the bottom
and click Save and continue and it will tell you
that the project profile is saved
and then it will display step two of two
which is to activate project services.
Now, the services that you see listed here
will depend completely on the kind
of BIM 360 account you have.
BIM 360 has lots of modules
and in my case I only have the document management
and design collaboration modules currently installed.
So those are the only two choices that I have.
But if you have some of the other modules,
you might have additional choices here.
Now, every project needs Document Management.
So you'll at a minimum need to activate that.
So when you click activate, all it really needs to know
is who you want to be the Project Admin.
So even though we have an Account Admin Person,
we still need to assign an Admin Person to each project.
Now that could be the same person
or it could be different people.
It doesn't matter, okay?
So in this case, I'm going to just use myself
as the Project Admin.
So all I need to do is start typing my name
and it should appear on the list
because I'm already added to the project directory.,
same thing with the company.
So if you start typing in the company name,
any company you have in your list
should start to appear there.
So I'll go ahead and make those two choices
and I'll click Save right here.
Now, one of the options that we had available here
was we could have chosen this select project here
and from the dropdown list that demo project
that we have in the background
would have appeared as a choice.
So if the project setup of the demo project
was something you wanted to copy over
to the current project you're creating,
you could do that.
But in this case I didn't do that
because I wanted to create this project set up from scratch.
Now I just need to repeat the same process
to activate design collaboration.
Design collaboration is the set of tools that will allow me
to use cloud based work sharing in Revit.
So once again, I need to assign an admin,
start typing the name, start typing the company
and then click Save and that's all that's required.
It is possible to add additional admin users if you wish
but in this case, I'll just use myself,
scroll down and click Finish.
And you can now see my new Kinetico project appears here
on the list.
So you can add as many projects as you wish.
And as your project list starts to grow,
you'll even have a search field up here at the top
so that you can locate projects quickly.
Now let's say that this demo project was no longer needed.
So what you can do is you can click on a project
and that will take you into that project directly
and notice that it switches
to the Project Admin here at the top.
Now, if I come over here to the profile tab on the right,
this will give me some information about this project.
And so if you filled in any of these fields
that information will appear here like we saw
when we were setting up the project a moment ago.
Now you can click edit here
and change any of that information
and you could click the little pencil icon here
and rename the project.
You can click right here on the project image
and choose a different image for it.
Now, here is a dropdown
where you can change the current status of the project.
So if this project is active,
we just leave it set to active.
But it's possible to also make a project inactive.
So that sends us suspends the project
but kind of leaves it on your list.
Furthermore, if you wish you can even archive it.
So if this project is done or it's gone offline
and we want to take it out of our list entirely,
then we can archive it.
And what will happen is when we go back
to our Account Admin here, you're going to see that
that project is no longer included on the list.
However, right here you've got one current project
and then view archived.
And if we click that, we can always get back
to that archive project
and then you could actually click on it
and change its status from archive back to inactive
or active to kind of restore it from the archive.
So you really can't delete a project
because there are retention policies built into BIM 360.
And so the idea is that when a project is done
and you no longer need to see it,
you just simply archive it,
but knowing that it's always available, it's always there
if you need to access it at some future point.
Now that you have your project set up,
the next step is to begin inviting users to it.