Create a new project

You can manage automatically your workspaces and projects in Finalcad One, via Excel or your existing project management tool. Visit here to learn more: https://help.finalcad.com/fr/articles/43-guide-d-introduction-sur-les-api

Step 1: Start a new project

1. Open the application, then select Create a project from your project list

2. Choose the necessary modules. These modules are defined in your organization's settings and allow you to create a new project more quickly

   Module Management

   Modules are the basic elements that allow you to structure your project data. You can choose from standard modules or create custom modules to meet the specific needs of your project.

3. If your organization has workspaces, you can choose it at this stage

   

   It is not possible to move the project from one workspace to another. Double-check your selection before proceeding with the project creation.

Step 2: Configure your project

1. Add plans, documents, and discussion groups

2. Ensure that all your modules are correctly configured

Step 3: Invite users to join your project

1. Go to your project settings

2. Open the Members tab, then add users to your project

3. Configure the companies and their associated members

   Manage companies and their members

   This guide explains how to register companies in a Finalcad One project and how to associate members with them, allowing for effective management and improved communication