Follow these steps for each new data shortcut project.
| Set up the project data | Select the appropriate project template, then create a project folder within the working folder. | |
| Set up the data shortcuts folder | Designate the new project folder as the active data shortcuts folder. Save project drawings in the appropriate subfolders of the project folder. | |
| Create data shortcuts | Open each design drawing and create shortcuts for any objects to be shared with other drawings. | |
| Create object references | Create read-only references to specific objects in other drawings, which are known as consumer drawings. | |
| Validate data shortcuts and repair broken references | Periodically validate shortcuts and repair any broken references. |