- [Instructor] So we've set up our companies,
our members,
our projects,
we've assigned members to those projects,
and we're probably anxious
to get started doing some project work.
But there's still some important steps
to the setup that we need to perform.
And this is perhaps one of the most important things.
We need to establish a folder structure
and the levels of permissions
that will apply to that folder structure,
so it will control access
to the various team members
to those files that are put into them
and their area of responsibility.
So there's a lot of ways that we could do that,
and you could base your folder structure
on variety of things,
office standards,
team discipline,
company names, etcetera.
And while there are several different ways you could do it,
the workflow that I'm going to show you here
is going to be based on project disciplines
like architecture structure, MEP,
and it's going to use the team workflow functionality
that's part of the Design Collaboration module.
So let's go ahead and get started.
And what I want to do first
is show you what we started with
by just creating a new project.
So when you create a new project,
there is no folder structure that it starts with initially.
So if I come up here to the Module Picker,
and I choose the Document Management module,
that is the module that we can use
to kind of view all of the documents
within a project from a web browser.
So you don't need to do this from within
rather you can do it right here online.
And what you're going to see is that initially,
we've got two top level folders,
Plans,
and Project Files.
And notice that they're both empty.
Now we're not going to do much with the Plans folder
here in this course,
but if you want to learn more about that folder,
and overall the Document Management module
and its functionality,
you can actually check out BIM 360 Docs
Essential Training here in the library.
So this course goes into great detail
on all of the functionality of the Docs module.
But for our purposes,
we're mainly concerned with the Design Collaboration module,
and while it will intersect the Docs module a little bit,
for the most part,
we're going to focus on the Project Files folder,
and its functionality.
So let's go back to the Module Picker here,
and then choose Design Collaboration.
Now, this actually takes us back to Project Admin,
and a moment ago,
we were here on the Members tab,
and it just simply jumped over here to the Services tab.
And if you did that on your own,
by just clicking that tab,
the other important thing you'd need to know
is that you need to highlight Design Collaboration
here on the left.
So notice that it's done that for us.
So if you choose it from the Module Picker,
it's a little bit nicer.
Because it goes right to the right place.
If you do it manually,
you do have to remember to click Services,
and then Design Collaboration.
Now here I'm looking at my team list
which is currently empty.
So just what is a team?
Well, you can add teams and name them anything you like.
And a team just represents a group of people
who are going to be working together.
So to me the most logical team organization
that we can create for a typical architectural project,
are teams based on project disciplines.
So what I'm going to do is click Add Team,
and I will name my first team.
And I'll call this one architecture.
I'll click Add,
and it will take a moment or two while it adds the team,
and then I can go into the field
and add any additional teams that I want.
So I'm going to add three more teams,
MEP, structure,
and civil.
So once I've added each of those teams,
I can click the Close button here to complete it.
And before I close it,
I just want to point out this note down here at the bottom.
It says the default location for the newly added teams
is Project Files.
And this is actually a link.
And you could click on that to browse that folder structure.
But we'll do that in a few moments.
So don't do that now.
And it says,
if you've already created folders to represent your teams,
you could select them here.
So that is an alternative way to do it,
rather than type in the names here,
you could actually base your team names
on an existing folder structure.
But I think it's easier to do it
the way that I'm showing you here.
So again, we're not going to do that.
So I'll just simply click Close here.
And as you could see here in the team list,
we now have our four teams created,
there's a little edit icon next to each one,
if you decide you want to change the name,
and notice the path matches that project files path
that indicated in the previous dialog,
and then there's a sub folder
for each of the team names.
BIM 360, is taking care of all of the folders for us
based on those team names.
Now over here on the far right,
it says that I have one member
that is assigned to each of those teams.
That one member is me,
because your admin user
automatically has access to everything.
So since I'm the only admin user,
I have access to all of the folders.
So where are these folders?
Where did this stuff get created?
Let's go back to our Module Picker
and go back to our Document Management module,
to take a look.
So if you think back to when we were here a moment ago,
you can see now that we have several sub folders
beneath our project folders branch,
and each one is named based on the team.
Now if you expand any of these,
they have a sub folder inside of each one called Consumed.
And we also have a fifth sub folder called Shared,
which if you expand it
we'll have a sub folder for each of the disciplines.
Now the Consumed folders
and the Shared folders are created automatically
by the Design Collaboration module.
And we're going to talk about those in future videos.
So for now, we're just going to ignore those,
but I just wanted to point out to you
this very complete folder structure
that has been created here for us.
Now, it is certainly possible
to select one of these folders.
And then I'll click this small little menu icon
that appears here,
and as you can see there's lots of things that we could do
to each of these sub folders.
So that includes adding additional sub folders,
renaming them,
uploading files to them,
sharing them,
adding attributes,
moving them,
changing the sort order,
deleting,
adjusting permissions,
and so on.
Now, while all of those things will have value,
and there's times when you would use any of these functions,
what we're going to do is,
we're not going to do any of that right now,
we're just going to continue with the basic setup
and there's still one really important step
that we need to do.
And that's going to be assigning permissions,
specific permissions to each of our teams.
And that will be the subject of the next video.