Step 1: Go to Manage projects
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On the top bar, click the Projects list, then click Manage projects.
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Click Create a new project .
The Create a new project option is visible only if you have the required permissions to create new projects. Learn About Users, Roles, Role groups, and Permissions for more information on roles and permissions.
Step 2: Specify your project details
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In the project wizard > Project details tab, fill in all the required details.
The project name must not contain a period (.).
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Upload a picture to identify the project. The picture appears on the project card in the Manage projects page.
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If necessary, expand a section to make changes, or you can skip this step and make these changes later.
In this section
You can do this
Coordinate systems
Define a starting point for the project as an XYZ coordinate (degree of latitude, longitude, and elevation).
The starting point is necessary for aligning models and digital reality images (laser scans), creating point clouds, and other tasks that require a precise location.
If a coordinate system is not defined for the project, Smart Build Insight uses the default coordinate system for the tenant (the company using Smart Build Insight).
Reference data
Default dataset is assigned to a project by default. To change the dataset, click Options and select Change dataset.
You cannot change the dataset of a project after creating an issue or work package.
Allocate cost weightages to schedule items
Choose how to distribute the weightages to schedule items.
To manually distribute the weightages to schedule items, select Manual allocation. For more information, see Distribute the weightages to schedule items manually.
To automatically distribute the weightages to schedule items based on the allocated cost, select Auto allocation.
Click the info icon to know the prerequisites.
You can change the allocation method anytime during the project life-cycle.
In auto allocation mode, if the project budget or the CDW% of a work package are changed, the application automatically calculates and updates the schedule weightages accordingly.
Project phase
Choose how to automatically distribute the CDW% to the mapped schedule items.
If you choose Planning, all the manually allocated weightages are overwritten. And when you map or remap new schedule items, the CDW% is equally distributed among all the mapped schedule items irrespective of the previously mapped schedule items.
If you choose Production, the previously allocated weightages are not overwritten. And when you map or remap new schedule items, only the remaining CDW% is equally distributed across the newly mapped schedule items.
You can change the project phase anytime during the project life-cycle.
You can also adjust the weightages manually even after distributing automatically.
Integrations
Select systems that the project needs to share data with.
For example, your project might get planning data from Primavera P6 EPPM, project controls data from EcoSys, CDE data from Autodesk Construction Cloud - Docs, and digital reality data from TruView.
For help with how to fill in this section, see Connect a project to an integrated system.
An administrator must first Integrate a system with Smart Build Insight before you can choose it for integration with your project.
Project image
Upload a picture to identify the project. The picture appears on the project card in the Manage projects page.
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Choose whether you want to upload model files now or later.
If you want to do this
Click this
Upload model files later and finish creating the project
Create and finish
Upload model files now
Next
Step 3: Upload model files (Optional)
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On the Upload 3D model tab, drag and drop the model files.
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Click Browse to upload the model files from your computer.
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Choose whether you want to upload a schedule file now or later.
If you want to do this
Click this
Upload a schedule file later and finish creating the project
Skip and finish
Upload schedule file now
Wait for the model files to upload and then click Next.
Step 4: Upload a schedule file (Optional)
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On the Upload schedule tab, drag and drop a schedule file in Microsoft Excel (XLSX), Powerproject (PP), Microsoft Project (XML and MPP), and Primavera P6 (XML and XER) format.
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Click Browse to upload the schedule file from your computer.
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Click Finish.