13 articles
Project Setup Help
Create and configure projects, locations, dates, stages, and project-level settings.
Quick reference
4The 60-second project setup model
Create the project → identify it → define its structure → configure its tools → add its team
Read articleKnow which settings apply where
Use Project Settings when the choice should affect only the project you currently have open. Examples include its cover image, address, Drawing Areas, Sub Projects, project locations, project cost-code selection, project financial settings, RFI and Submittal defaults, integrat...
Read articlePermissions and availability
Learn about permissions and availability in Constructable.
Read articleTroubleshooting project setup
Constructable prevents another project with the same combination of project name and project number. Change either value and try again.
Read articleCreate and identify the project
3Create a project
Create the project record first, then complete its structure and tool-specific settings.
Read articleReview General Project Settings
Use General Project Settings to maintain the project's identity, image, and top-level structure.
Read articleComplete Project Info
Use Project Info for project stage and address details, separate from the name and structural settings.
Read articleBuild the project structure
2Set up Drawing Areas and Sub Projects
Drawing Areas separate drawing collections. Sub Projects provide another project-level grouping for work.
Read articleConfigure project locations and people
Use Locations for the location hierarchy used inside this project. The People block supplies the project's Architect and Prime Change Order Third Signer when the organization uses the Financial package.
Read articleConfigure and maintain the project
4Configure connected project tools
Project Settings links project-specific behavior for several tools without changing organization-wide defaults.
Read articleManage project cost codes and financial settings
Use the project blocks to decide how this project uses the organization's financial structure.
Read articleExport project records in bulk
Use Bulk Export to prepare ZIP downloads of supported project records.
Read articleHide or unhide a project
Hide a project when it should remain in Constructable but should not appear with normal active projects.
Read article