Create a project - HxGN Smart Build - Version 5.0 U3 (5.0.3) - Help

HxGN Smart Build Insight Help

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Step 1: Go to Manage projects

  1. On the top bar, click the Projects list, then click Manage projects.

  2. Click Create a new project .

    The Create a new project option is visible only if you have the required permissions to create new projects. Learn About Users, Roles, Role groups, and Permissions for more information on roles and permissions.

Step 2: Specify your project details

  1. In the project wizard > Project details tab, fill in all the required details.

    The project name must not contain a period (.).

  2. Upload a picture to identify the project. The picture appears on the project card in the Manage projects page.

  3. If necessary, expand a section to make changes, or you can skip this step and make these changes later.

    In this section

    You can do this

    Coordinate systems

    Define a starting point for the project as an XYZ coordinate (degree of latitude, longitude, and elevation).

    The starting point is necessary for aligning models and digital reality images (laser scans), creating point clouds, and other tasks that require a precise location.

    If a coordinate system is not defined for the project, Smart Build Insight uses the default coordinate system for the tenant (the company using Smart Build Insight).

    Reference data

    Default dataset is assigned to a project by default. To change the dataset, click Options and select Change dataset.

    You cannot change the dataset of a project after creating an issue or work package.

    Allocate cost weightages to schedule items

    Choose how to distribute the weightages to schedule items.

    To manually distribute the weightages to schedule items, select Manual allocation. For more information, see Distribute the weightages to schedule items manually.

    To automatically distribute the weightages to schedule items based on the allocated cost, select Auto allocation.

    Click the info icon to know the prerequisites.

    How do I verify the auto-calculated schedule weightages?

    You can change the allocation method anytime during the project life-cycle.

    In auto allocation mode, if the project budget or the CDW% of a work package are changed, the application automatically calculates and updates the schedule weightages accordingly.

    What happens if I switch from auto to manual allocation and vice versa?

    Switching from auto allocation method to manual

    The weightages of all the schedule items remain unchanged. You can update the weightages later as necessary.

    Switching from manual to auto allocation

    If you already distributed the weightages to the schedule items, the application overwrites them with auto-calculated weightages. The weightages are distributed among the schedule items depending on the allocated cost.

    Project phase

    Choose how to automatically distribute the CDW% to the mapped schedule items.

    If you choose Planning, all the manually allocated weightages are overwritten. And when you map or remap new schedule items, the CDW% is equally distributed among all the mapped schedule items irrespective of the previously mapped schedule items.

    If you choose Production, the previously allocated weightages are not overwritten. And when you map or remap new schedule items, only the remaining CDW% is equally distributed across the newly mapped schedule items.

    You can change the project phase anytime during the project life-cycle.

    You can also adjust the weightages manually even after distributing automatically.

    What happens if I switch from Planning to Production and vice versa?

    Switching from Planning to Production

    The manually allocated weightages on the schedule items are not overwritten. Only the remaining CDW% is equally distributed across the newly mapped schedule items.

    Switching from Production to Planning

    The manually allocated weightages on the schedule items are overwritten. The CDW% is equally distributed across all the newly mapped and the previously mapped schedule items. For example, when you map a cost item with two schedule items, each schedule item is distributed with 50% of the weightage.

    Integrations

    Select systems that the project needs to share data with.

    For example, your project might get planning data from Primavera P6 EPPM, project controls data from EcoSys, CDE data from Autodesk Construction Cloud - Docs, and digital reality data from TruView.

    For help with how to fill in this section, see Connect a project to an integrated system.

    SHARED Tip An administrator must first Integrate a system with Smart Build Insight before you can choose it for integration with your project.

    Project image

    Upload a picture to identify the project. The picture appears on the project card in the Manage projects page.

  4. Choose whether you want to upload model files now or later.

    If you want to do this

    Click this

    Upload model files later and finish creating the project

    Create and finish

    Upload model files now

    Next

Step 3: Upload model files (Optional)

  1. On the Upload 3D model tab, drag and drop the model files.

    -Or-

    Click Browse to upload the model files from your computer.

  2. Choose whether you want to upload a schedule file now or later.

    If you want to do this

    Click this

    Upload a schedule file later and finish creating the project

    Skip and finish

    Upload schedule file now

    Wait for the model files to upload and then click Next.

Step 4: Upload a schedule file (Optional)

  1. On the Upload schedule tab, drag and drop a schedule file in Microsoft Excel (XLSX), Powerproject (PP), Microsoft Project (XML and MPP), and Primavera P6 (XML and XER) format.

    -Or-

    Click Browse to upload the schedule file from your computer.

  2. Click Finish.