Projects can also be created from the task area, the create menu or from the right-click menu. The mandatory metadata for a Project is:


  • Client (the client company for the project)
  • Project Name (text name for the project)
  • Project Code (the ISO 19650 code for the project)
  • Project Definition (ISO 19650 default or ISO19650 custom)
  • Project Status (Not Started, In Progress etc.)
  • Project Type (Commercial, Agricultural etc.)
  • Project Summary (text description of the project)



ISO 19650 file naming


Description

Project

Originator

Functional

Spatial

Form

Discipline

Sequence

extension

Example

PRJ01

PEN

XX

ZZ

CO

A

0001

docx


IMPORTANT

When creating a Project, please ensure that the ‘Check in immediately’ check box is selected. This ensures correct operation of the system when creating documents.


A project has many metadata properties assigned to it and sub-objects; these are covered in the following sections.