When setting up your first digital construction project, it is easy to get overwhelmed by features and possibilities. The biggest challenge isn't navigating the software, but structuring your project correctly from the start.
How you can use this section
This "Getting Started" guide provides a step-by-step framework to establish your core project structure. It focuses on basic, common use cases rather than advanced technical configurations.
Start small
Avoid overcomplicated setups that lead to confusion for you and your teams.
Choose your pace
Follow along and build your project as you go, or read the articles first and implement later.
Check in with experts
Get in touch with your Customer Success Manager (next chapter) to validate your setup.
Where to start
Define processes first
Map out who is responsible for what and how information flows before changing settings.
Focus on core workflows
Start by implementing just one or two critical processes to ensure they work well.
Prioritize the end user
Keep the setup as simple as possible so the teams can use it without friction.
Rule of thumb: If a process is too complex on paper, it will be too complex in the software. Keep it simple.
Start simple, refine later
Do not aim for a perfect or complete setup on day one. It is completely normal to adapt and expand your structure as your project progresses and workflows become clearer.
Make sure you document your processes and setup. This will help you understand why you set up your processes in a certain way later on.
Before diving into configuration, learn where to find help when you need it.