To create a new project in Autodesk Docs, you primarily need to provide a set of essential details that define your project's characteristics and operational setup. While the exact user interface steps may vary slightly, the core requirement is to accurately input this foundational information.
When initiating a new project within Autodesk Docs, you'll be prompted to supply specific information. This data is crucial for organizing your projects, defining their scope, and ensuring smooth collaboration. Below are the key elements you'll need to prepare:
1. Project Name
The Project name is a unique identifier that helps you easily recognize and differentiate your project within your Autodesk Docs environment. Choose a clear, descriptive name that reflects the project's purpose or client.
2. Project Number
The Project number is often used for internal tracking, billing, or integration with other enterprise resource planning (ERP) systems. This numerical or alphanumeric code provides an additional layer of organization, especially for companies managing numerous projects.
3. Account
Selecting the correct Account is critical. This represents your organization's account in Autodesk Docs, not your individual Autodesk Account. Ensuring the project is associated with the correct organizational account guarantees proper access management, data ownership, and billing.
4. Project Type
Defining the Project type helps categorize your projects. This could be anything from "Commercial Building" to "Infrastructure," "Residential," or "Industrial." Categorization can aid in filtering, reporting, and applying project-specific workflows or standards.
5. Template
Selecting a Template is a powerful feature that streamlines project setup. A project template comes with predefined settings, folder structures, permissions, and possibly even pre-uploaded common documents. Using a template provides a consistent starting point, saving significant time and ensuring adherence to company standards. Choose a template that best fits the nature of your new project.
6. Address
Including the project's Address provides vital geographical context. This information can be useful for team members, stakeholders, and for location-based services or integrations. It grounds the digital project in its physical reality.
7. Time Zone
Setting the correct Time zone ensures that all timestamps for activities, revisions, and deadlines within the project are accurate for all team members, regardless of their physical location. This is especially important for distributed teams to avoid confusion regarding scheduling and task completion.
8. Start and End Date
Specifying the Start and End date defines the project's timeline. These dates are essential for project planning, scheduling, resource allocation, and tracking overall project duration. They provide a clear framework for the project's lifecycle.
To summarize, creating a new project in Autodesk Docs involves navigating to the project creation interface (typically within the Project Admin section) and meticulously filling in these required fields. Providing accurate and complete information for each of these items ensures your project is set up correctly for efficient collaboration and management.
