Create a New Project

Setup New Project

This guide provides a straightforward, step-by-step process for creating a new project. It ensures that users can efficiently set up all necessary details—from project naming to member assignments. By outlining essential fields and optional features, this guide makes the project initiation process accessible for both beginners and experienced users.

Step By Step Guide

1

Click "Settings" on the Plexa Dashboard

2

Click the "ADD PROJECT" button

3

ADD PROJECT DETAILS

• Complete the Project "Name" field

• Select a Project "Status" from the dropdown

• Complete the "Project Number" field.

• Select a "Client Name" or Create one by clicking the '+' icon.

• Select a Project "Category"

• Upload a "Project Image"

• Complete the "Project Overview"

• Complete the "Project address" field

• Complete the "Preliminaries Cost" field (Optional)

• Complete the "Construction Cost" field. (Optional)

• Complete the "Consultant Cost" field. (Optional)

4

ADD MEMBERS TO PROJECT

• Click "Add from Global Directory" to add Project Members to your Project.

• Click the "Search Orgs or Users" field to Search for Project Members within the Global Directory. If users do not exist in the Plexa Global Directory click "Add New Org" to add them into Plexa.

5

ADD TO PROJECT

• After you search or create a new organisation click "Add to Project" to add the users into the Project

• Click the "Close" icon to return to creating your project.

6

ADD A PROJECT LOCATION

• Click "ADD LOCATION" to add Locations to your projects (Optional). These locations are used to link a Defect, Permit or Quality Plan to a Building location.

• Complete the "Enter Location Name" field such as 'Building A'

• Click the "ADD AREA"

• Complete the "Enter Area Name" field. This could be Levels of the main building or any Sub-Locations relevant to the Location Name.

• Allocate a Range of Levels to a Sub Area such as Level 1-10. Plexa will automatically create a record for each level.

7

COMPLETE THE DOCUMENT NAMING CONVENTION

• Complete the Document Naming Convention by first clicking the "Enter Project Code" field. A Project Code could be any type of code relevant to the project that you want to identify in documents.

8

ALLOCATE ORGANISATION CODE

• Allocate each organisation you want to upload documents an Organization Code so you can identify who uploaded certain documents.

• Select an organisation from the dropdown. Only organizations invited into the project will show here. You can always complete this later as you invite organizations into your project.

• Enter the code you want to show in the 'Enter Code' section.

9

ASSIGN A DISCIPLINE

• Assign a Discipline of what you want each organisation to upload.

• Select an organisation from the "Discipline" dropdown.

10

Select or search for a Discipline you want to assign each Organisation.

11

Select whether you want users to allocate their revision numbers in 'Numbers' 'Letters' or both.

12

Click "SAVE" to save your actions

Video Tutorial

For a visual guide, watch the video tutorial below