Contents of the New Project Details Pane

Use the contents of this pane to enter information about a new project.

Navigate to the following contents:

General Information

Field Description
Project Group Select the group in which the project belongs.

The default project group is <Your A/E firm name> Projects.

As an administrator, you can select + Add New Project Group to create a new project group.

Project Number Enter the number or code which identifies the project.
Project Name Enter the project's name.
Construction Budget Select the budget range for the project's construction.

See Construction Budget.

The default value is Not Listed.

Gross Building Area Enter the project's gross floor area.

Project Location

Field Description
Address Enter the first line of the project's address.
Address 2 Enter the second line of the project's address if applicable.
City Enter the city where your project is located.
State/Province Select the state or province where your project is located.
Zip Enter the zip code for your project's location.
Country Select the country where your project is located.

Project Parameters

Field Description
Building Type Select the type or purpose of the building for your project.

See Building Type.

Contract Type Select one or multiple construction contract types for parties involved in the project design and construction.

See Contract Type.

Construction Type Select the type of materials used in the project's construction and structure's resistance to fire.

See Construction Type.

Sustainability Select the environmental code to which the project adheres.

See Sustainability.

Owner Select the individual, organization, or authority that owns the project's building or facility. You can also select + Add New Owner to add a new project owner.

See Owner.

Geographic Region Select the climate of the project's location based on ASHRAE's defined geographic regions.

See Geographic Region.

Seismic Zone Select the seismic design category of the project's location based on FEMA's classification system.

See Seismic Zone.

Wind Zone Select the NIST wind zone to indicate the frequency and strength of windstorms in the project's location.

See Wind Zone.

UpCodes Click this button to open the UpCodes resource for industry compliance codes. Using UpCodes empowers you to identify accurate project parameters and code requirements to drive meaningful automation.

For projects in the United States, clicking this button opens a compliance code resource based on your selected State.

Initial Project Milestone

Field Description
Design Phase Select the architectural design phase in which the project currently is.

See Design Phase.

Level of Specification Select a default project-wide level of specification (LOS) to automate a baseline for your current project phase. As the project progresses and requires additional level of development, increase the level of specification (LOS) to convey detail needed for the current phase.

The platform assigns a default LOS based on your selected Design Phase but you can select any LOS for any given phase.

See Level of Specification and LOS-Associated Content.

Phase Start Date Select the date when your A/E firm starts work on the project for the selected Design Phase.
Planned Phase Completion Select the date when your A/E firm targets to complete work on the project for the selected Design Phase.

Options

Option Description
Create Click this button to create a new project based on the information that you entered.
Cancel Click this button to cancel creating a new project.