Step 1: Start a New Project
Open the application and select "Create a project" from your project list.
Choose the necessary modules. These modules are defined in your organization's settings and help create a new project more quickly.
Module Management
Modules are the fundamental elements that help structure your project data. You can choose from standard modules or create custom modules to meet the specific needs of your project.
If your organization has workspaces, you can choose one at this step.
Step 2: Configure Your Project
Add plans, documents, and discussion groups.
Ensure that all your modules are properly configured.
Step 3: Invite Users to Join Your Project
Go to your project settings.
Open the "Members" tab and add users to your project.
Configure companies and their associated members.
Manage companies and their members
This guide explains how to register companies in a Finalcad One project and associate members with them, allowing for efficient management and improved communication.