Introduction

When you Register a Project, you will set some project attributes such as Project Number, Project Name, Time Zone, Datacenter, Billing Country, etc. Some of these attributes are required at project creation and others are optional.

At any time, you can modify all project attributes except for Datacenter.

Projects can be Make Available as Template, so when you Create a new Project, you will be able to select this one as template. The project can be Removed from Template if it is not needed anymore.

Projects can be Deleted if that is desired.

If the intention is to align an existing project with a template, it can be done through Project Re-Provision.

By default, external users must Bring their Own License when they are added to a project. Project Owners may decide to Provide Licenses for external participants.

If the project is configured to provide licenses for external participants, these participants will be granted ProjectWise Manage entitlement permissions. Charges associated with external participant usage will be attributed to the ProjectWise Subscriber's Organization.

This setting does not affect Inviting External Organizations to Collaborate through Deliverables Management. In this case users must Bring their Own License.

Learn more about ProjectWise License, please refer to this Article.

Modify project details

To access Manage project details, from the left Menu bar, select Administration and Manage project details.

Set project as Template

At the bottom of Project Details page, enable the checkbox Make available as Template

 

Confirm that you want to add this project as Template

 

Next time you Create a project, you will be able to select this one as template.

Delete project

To delete a project, select the Delete button from the Edit project panel

 

Modify project attributes

As mentioned above, you can modify any project attribute, except Data Center.

If you want to Index all the pictures added to forms or to the Document Storage area, just turn on Media Indexing.

 

 

To add a Project Location, click on the + (plus) button. (Project Location description is a manually entered field, it will not auto populate once location is defined)

 

Once the Map opens, use the search tool (1), or navigate to your project's location (2). If you want, you can Turn On / Off the satellite image (3).

 

Using the drawing tools (1) on the top left corner you can draw a border (2) around your project area. Once completed click the check mark (3) to load the bordered location and the Save button (4) to save your project location.

 

Project Reprovisioning

From the Edit Project page, click the Next button to Pick the project Template to be used for reprovisioning.

 

Pick up a project from the Organization project template and click the Next button.

 

From the Reprovision Project select which items to copy from the organization template

 

• Copy roles - allows pre-determined Roles to be copied over from a templated project to this new project. 
• Copy Folders/Files - loads a pre-established folder structure with any required files. 
• Copy Forms - allows certain forms to be copied from a template project to this new project.

[Note: Only forms that are in the Published status when the Template is created will be copied over to the new project]

• Settings – Drive Settings, Office 365 Document Co-Authoring Settings and Deliverables Management Settings can be copied from a template project to this new project.
• Once all the required template options have been selected click Reprovision. When the project is successfully registered and all the items from template are copied, click Done.

Refer to this Article for additional information on reprovisioning a project.

 

Provide License for external participants added to the project

As a Project Owner you may want to provide licenses for external participants. Just go to the bottom of the Edit Project Details page and turn on Provide License for external team members and click on the Save button to save the settings.

Once this setting is checked, all charges associated with external participant usage will be attributed to the ProjectWise Subscriber's Organization.

This setting does not affect Inviting External Organizations to Collaborate through Deliverables Management. In this case the users must Bring their Own License.