Create Template Project

Creating a Template Project in Plexa

Follow these steps to efficiently set up a project in Plexa. This guide helps configure project details, manage team members, and organise documents. Ideal for both new and seasoned Plexa users, it streamlines project management to enhance productivity.

Step by Step Guide

1. Click "Settings" on the Plexa Dashboard

2. Click "ADD PROJECT" button

3. CREATE PROJECT

• Complete the "Name" field

• Select a Project "Status"

• Complete the "Project Number" field

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

• Select a "Project Category" from the dropdown

• 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)

1. ADD PROJECT MEMBERS

• 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 PROJECT

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

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

1. ADD A 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.

1. COMPLETE 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.

1. Allocate each organisation you want to upload documents an "Organisation Code" so you can identify who uploaded certain documents.

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

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

1. ASSIGN A DISCIPLINE

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

• Select an "Organisation" from the dropdown.

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

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

• Click the "Letters" field.

1. Click the "SAVE" button

2. Click the "Project" to create a Template from

3. *Click the Toggle "This is a Template" to Blue

Video Tutorial

For a visual guide, watch the video tutorial below