Add a New Project

You can add a new project to manage a construction job in Viewpoint Team™ by going to Projects > Add > New Project.

Tip: If you have existing projects, you can use the Copy settings from project option (see step 7) to copy the basic settings from an existing project when you create a new one.
Note: When Team is integrated with your ERP system (Vista or Spectrum), adding a project in Team also adds it to your ERP system.
  1. From the home page, in the Projects section, click the Add button .
    Note: Alternatively, click in the upper left-hand corner, click Projects, and then click the Add button.
    The Create a Project window appears.
  2. If you have more than one enterprise, from the Enterprise field, select the enterprise for the new project.
  3. In the Business Unit field, select the part of your business that owns the project.
  4. (Optional) In the Type field, select the type that best identifies the project.
  5. In the Project ID field, enter a unique identifier for the project.
    The expected format for the project ID is displayed when you start to enter it.
  6. In the Description field, enter a name for the project.
    The project name should be unique and descriptive enough that others can easily identify it in a list of projects.
    Tip: As a best practice, you should always give projects unique names across companies.
  7. (Optional) If you want to copy basic project settings from an existing project (for example, for notifications, views, work item defaults, and status codes), select the Copy settings from project check box, and then select a project from the drop-down list.
    Tip: By default, selecting Copy settings from project copies all available settings. Click the Show more options link to select individual settings you want copied from the existing project.
    Note: Only settings that are not specific to contacts are copied to the new project. For example, for Submittal settings, if default review days are specified, that setting would be copied. But if a default reviewer is specified, that setting would not be copied.

    Settings from the General tab on the Project Settings page are not copied to the new project. Nor are files and records, customized discipline codes, distribution groups, or document folder structure.

  8. (Optional) In the Project Manager field, select the project manager for the project.
    The project manager can edit and manage the project team, project documents, and project communication. The project manager receives an email invitation to the project when it is created. You can add additional people to the project later.
  9. Click Create Project.
The new project is created and opened in Viewpoint Team™.
After you add a project, you can edit project details to add project addresses.