Follow these steps for each new Autodesk Vault project.
| Designate a Vault Server and database | Designate a Vault server and database for the project. | |
| Create the project in the database | Create the project folder and subfolders, ideally using a standard template. | |
| Create Vault user names and groups | Set appropriate access permissions for user groups to protect the project data. | |
| Identify and partition project objects | Identify project objects and develop a strategy for partitioning project object data. | |
| Add drawings to the project | While adding source drawings to the project, designate which objects can be shared with other drawings. | |
| Create references to source objects in other drawings | Create read-only object references to save space in the consumer drawings. | |
| Synchronize drawings with latest project data | Ensure that data references are regularly updated with the latest versions of project objects as designs change. | |
| Label project milestones | When a major milestone is reached, use the Vault Labeling feature to tag the appropriate version of each project file. |