Create a Project and Activate Services

Account administrators can create projects, activate services, and assign project administrators to those services.

The following video demonstrates project creation and service activation:

Wistia video thumbnail

Create a Project

In the Account Admin module, click the Projects tab.
Click Add.
In the Create Project Profile dialog box, specify the project name, and enter the project information. Required fields are marked with an asterisk. Some of the fields, such as the start and end dates, are used for company reporting and analytics to ensure all team members have access to consistent project information across workflows.
Select a language from the BIM 360 Field Project Language drop-down list.
Click Save & continue to create the project and display the Project Services page.

Activate a Service

In the Project Services list, click Activate for the service you want to add to the project.

If you are activating services for the first time on your project, you'll have the option to apply a project template. The project template allows you to use settings from an existing project as a template for your new project. To do so:

a. Enable the Apply a project template radio button.

b. Select the project to use as the template.

If you don't want to use a project template:

c. Enable the Don't apply a project template radio button.
Click Activate.

In either case, you are added as the first project administrator when activating a service for the first time on your project. You must be a member of the project for this to be successful. You can add more project administrators later.

After you've activated at least one service, you can click Activate from the list of project services to activate other services.

Note: If you activate a service that has a dependency on another service, that dependent service is also activated. For example, if you try to activate Model Coordination before Document Management, Document Management will also be activated.

Project template settings

If you are activating services for the first time on your project, you'll have the option to apply a project template. The project template allows you to use settings from an existing project as a template for your new project. Settings included in the project template include:

Document Management:

Folder structure
Role permissions

Issues:

Issue types
Root causes
Custom attributes
Role-based permissions

See Issues and Folder Permissions for more information.

Cost Management:

Budget code templates
Custom attributes
Document templates
Module-specific settings
Financial markup formulas

Refer to the Budgets and Budget Code Templates topics in the Cost Management help for more details.

Field Management:

Checklist templates
Issue templates
Role-based permissions

Refer to the Templates and Checklists and Permissions topics in the Field Management help for more details.

Note: Model Coordination and Design Collaboration settings are not included when using project template. Design Collaboration can be configured using a module-specific JSON based template, and includes Model Coordination and Document Management settings as related to Design Collaboration. There is no Model Coordination-specific template function. The Design Collaboration settings that can be configured in the JSON template include:

Design Collaboration configuration:
- Custom shared folder path
- Team with name, team folder, color, and content folder selection
- Permission settings on teams by company, role, and user
- Schedule publishing with custom Revit Cloud worksharing user entitlement
- Enable/disable DWG file support
Model Coordination configuration:
- Coordination spaces on Design Collaboration team and shared folders
Document Management configuration:
- Assigned roles and/or companies to users
- Folder structure with permission settings by company, role, and user

See Project Templates for more information.

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