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1. Create a project.
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Create a Project: The project dashboard shows active projects. Select "Add a Project" to create a new project. Select a project number or name to enter or review details.
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2. Assign Team Members.
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Assign Team Members: Select the project team members and assign functional leads. Functional leads are automatically assigned project tasks and approvals, as they come due.
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3. Copy masters to the project folder.
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Copy Masters to the Project Folder: Copy the needed master drawings to the project Working Drawings folder. Masters can either be copied from the Projxs Masters Drawings folder or uploaded from your local masters directory.
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4. Post requirements and specifications.
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Post Requirements and Specifications: Upload the requirements and specifications. These can be any format - word documents, scanned diagrams, pictures, etc. Reviews and change orders may require new versions to be posted. Just like with drawings, requirements and specifications are automatically managed with Web Drawing Manager version controls.
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5. Prepare the design.
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Prepare the Design: Team members download and check out the drawings using the edit function. Other drawings are available for reference. As new versions are prepared for review, team members upload them together with related plots. Revisions are automatically retained.
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6. Route for Approvals.
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Route for Approvals. Team members can be asked to approve drawings as the design progresses from design concept to construction level documents. Using "Smart Release" approval routing either allows several team members to be approving at one time or requires the approval flow to wait for all prior approvals to be obtained before releasing the next approver.
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7. Post construction documents.
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Post Construction Documents. Once the design is complete, the final plots are saved for access by the customer and contractors. Web Drawing Manager permissions allow access that is appropriate for each user.
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8. Prepare as-built drawings.
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Prepare As-Built Drawings. Once construction is complete the working drawings can be updated to include changes made during construction.
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9. Update the masters.
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Update the masters. The CAD Administrator uploads new drawing files and plots that reflect the completion of the project to the Master Drawings folder.
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