A Project is your active workspace to collect, share, discuss and manage any list of products and their specifications. It could include all products necessary for a complete building, or all products for a portion of a building (e.g., interiors), or any other product grouping that makes sense for your organization. Projects reside in the list of Projects accessed from the hamburger menu (three horizontal lines) at the top left of every page.
You can create brand-new Projects from scratch or from Templates, which are Projects with predefined collections of products. For more about Templates, see Working with Templates.
Starting a Project
- Click the orange Start a Project button at the top right of any screen.
- Enter basic information about the Project:
- Name
- Project / building type: the Revit list of building types, along with the additional options “product collection” and “infrastructure”
- Status: product collection, design, planning, bidding, construction, installed
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Who can see this Project: whether the Project is visible to:
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Anyone in my organization with an account (default value)
- Use to make a Project visible to everyone, such as a collection of recommended products.
- People outside your organization can be invited to these Projects.
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Only Members, people I invite and Admins
- Use to make a Project visible to all Member account-holders to copy, create Templates, or add products to a Favorite Products Library.
- Associate account-holders and people outside your organization must be invited to these Projects to see them.
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Only people I invite and Admins
- Use for Projects limited to specific team members. Best for confidential projects.
- Any other account-holders and people outside your organization must be invited to these Projects to see them.
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Anyone in my organization with an account (default value)
- Confidentiality: whether the project’s name, location and client name should be hidden from Project Builder & Library analytics shared with manufacturers
- Description: Up to 3,000 characters describing project background information, its design brief, efficiency strategies, etc.
- At this point, you can:
- Click the Select products button to immediately start adding products from the Transparency Catalog.
- Or click the Save Project button to add more details about your Project, such as gross building area, location, etc. on its Project Info tab. Be sure to click the Save button at the top or bottom of this tab when you’re done. You can always add products later via the Products tab in the Project. (See Adding products to a Project.)
Completing a Project
Project Builder & Library will move any Project marked Completed to its own Projects page tab so it’s no longer included in your list of active Projects. Officially “completing” a Project makes your active list more usable. It also makes it easier to find those Projects for future reference, so you can quickly review and replicate past Projects when planning future work.
There are two ways to mark a Project Completed:
- On the Projects page, click the kebab menu (three vertical dots) for that Project and select Completed.
- In the Project, click the kebab menu (three vertical dots) at upper right of the page and select Completed.
Deleting a Project
There are two ways to delete a Project:
- On the Projects page, click the kebab menu (three vertical dots) for that Project and select Delete.
- A dialog box will appear asking if you want to cancel this action or confirm that you want to delete this Project. Click the Delete button on the right.
- In the Project, click the kebab menu (three vertical dots) at upper right of the page and select Delete.
- A dialog box will appear asking if you want to cancel this action or confirm that you want to delete this Project. Click the Delete button on the right.