To Create a Project and Activate Services

Account administrators can create projects and assign project administrators to BIM 360 services.

When you create a project, you add information used for company reporting and analytics and ensure that all team members have consistent project information across workflows.

IMPORTANT: after creating a project profile, you can activate BIM 360 services. Note that you must activate BIM 360 Docs first, before you can activate other next gen services.

Create a Project

  1. In account administration, click Projects.
  2. Click Add.
  3. In the Create Project Profile dialog, specify the project name and enter the project information. Required fields are marked with an asterisk.
  4. Specify the language. English is the default. German is available only for BIM 360 Field.
  5. Click Save & Continue to create the project. Now the Activate Services page displays.

Activate a Service

  1. On the Activate Services page, you can add multiple project administrators to a project. Next to a BIM 360 service heading, click Activate to activate that service.
  2. (Optional) When activating Document Management, you can copy a folder structure from an existing project. Under Copy Project Settings, search for a project name and make your selection.
  3. Add at least one project administrator for members using the service. Enter a name or email, and optionally a company.

    IMPORTANT: you must activate BIM 360 Document Management first before you can activate a next gen service.

    Note: New members receive an invitation to the account and the project.

    You can also add existing account members. Search the directory by entering a name or email. If the name or email is valid, click Save.

  4. (Optional) When activating BIM 360 Field, you can copy project settings from an existing project as a template. Under Copy Project Settings, make your selection and choose whether to copy companies and locations as well.
  5. When done, click Finish.