Project Planning
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Last saved: 2 min ago
Disc. & Sub
Elements
Comp. Categ.
Comp. Types
Variables
Budget
7
Upload
8
Sheets
9
Packages
10
QC
11
Review

Disciplines & Sub-Disciplines

Review and edit project disciplines, then define sub-disciplines under each one.

Disciplines were set during project creation but can be edited here. Sub-disciplines organize model elements, QC questions, and component hierarchies.
3 sub-disciplines
#Sub-Discipline NameActions
1Foundations
2Framing
3Reinforcement
Available Sub-Disciplines
2 sub-disciplines
#Sub-Discipline NameActions
1Walls & Doors
2Curtain Wall Systems
Available Sub-Disciplines

Model Elements

Select the model elements required for this project. The full list is pre-loaded under each sub-discipline — check what you need and move on.

Discipline Structural Engineering 5 selected
Sub-Disc Foundations
External Foundations (A1010.10)
Internal Foundations (A1010.20)
Pile Caps (A1010.30)
Grade Beams (A1010.40)
Sub-Disc Framing
Structural Columns (B1010.10)
Beams (B1010.20)
Bracing (B1010.30)
Sub-Disc Reinforcement
Rebar (C1010.10)
Post-Tensioning (C1010.20)
Discipline Architectural 2 selected
Sub-Disc Walls & Doors
Interior Walls (C1010.10)
Exterior Walls (C1010.20)
Doors (C1020.10)
Sub-Disc Curtain Wall Systems
Curtain Panels (B2010.10)
Mullions (B2010.20)
Selected: 7 model elements across 5 sub-disciplines in 2 disciplines

Component Categories

Select component categories for each model element from the predefined list. Work through one sub-discipline at a time — expand a section, select the categories you need, then move on.

Sub-Disc Foundations — Structural Engineering 3 categories selected
Element External Foundations
Strip Footings
Pad Footings
Raft Foundations
Caisson Foundations
Element Internal Foundations
Pile Caps
Spread Footings
Mat Foundations
Sub-Disc Framing — Structural Engineering 1 category selected
Element Structural Columns
Steel Columns
Concrete Columns
Composite Columns
Element Beams
Steel Beams
Concrete Beams
Transfer Beams
Sub-Disc Reinforcement — Structural Engineering 0 categories selected
Element Rebar
Bar Reinforcement
Mesh Reinforcement
Post-Tensioning Tendons
Sub-Disc Walls & Doors — Architectural 0 categories selected
Element Interior Walls
Partition Walls
Shaft Walls
Fire-Rated Walls
Element Doors
Single Swing Doors
Double Doors
Sliding Doors
Fire-Rated Doors
Sub-Disc Curtain Wall Systems — Architectural 0 categories selected
Element Curtain Panels
Glass Panels
Spandrel Panels
Opaque Panels
Element Mullions
Vertical Mullions
Horizontal Mullions
Corner Mullions
Selected: 4 categories across 5 sub-disciplines

Component Types

Define specific component types within each selected category. These are the actual items that modeling tasks will be linked to.

Sub-Disc Foundations — Structural Engineering 4 types defined
Element External Foundations
Category Strip Footings
#Component Type Name
1
2
Category Pad Footings
#Component Type Name
1
2
Element Internal Foundations
Category Pile Caps
No component types defined yet
Sub-Disc Framing — Structural Engineering 2 types defined
Element Structural Columns
Category Steel Columns
#Component Type Name
1
2
Sub-Disc Reinforcement — Structural Engineering 0 types defined
No categories were selected for this sub-discipline in Step 3
Sub-Disc Walls & Doors — Architectural 0 types defined
No categories were selected for this sub-discipline in Step 3
Sub-Disc Curtain Wall Systems — Architectural 0 types defined
No categories were selected for this sub-discipline in Step 3
Total: 6 component types across 4 categories in 5 sub-disciplines

Task Variables

Define custom dropdown fields for modeling tasks. Used for filtering, grouping, and sorting.

Task Variables apply to modeling tasks only -- sheet tasks (View Creation, Annotation) do not get Task Variables.
Display NameAbbreviation
Display NameAbbreviation

Budget

Set the total project budget for modelling, coordination, and sheets. Once this step is marked complete, these totals are locked and packages will be created against them.

Modelling Budget
hours
Total hours available for modelling tasks across all packages
Coordination Budget
hours
Total hours available for coordination tasks across all packages
Sheet Budget
hours
Reserved hours for sheet creation tasks (View Creation, Annotation, etc.)
Project Total
Modelling + Coordination + Sheets 440 hours
Modelling: 300h Coordination: 60h Sheets: 80h

Upload Sheets

Upload a CSV file containing the sheet list for this project. Map columns and validate the data before proceeding to review.

How to upload your sheet list
1. Prepare a CSV file with the columns listed below.
2. Sheet Number and Sheet Title are required — all other columns are optional.
3. The Reference column (SHT-001, SHT-002, etc.) is auto-generated by the system — do not include it in your CSV.
4. If a Budget column is provided, the total must equal the Sheet Budget entered in Step 6 (80h). Budget can also be left blank and edited later.
5. Discipline and Sub-Discipline values must match those defined in Step 1.
Expected CSV Columns
ColumnRequiredDescription
Sheet NumberRequiredClient-provided alphanumeric identifier (e.g. S2-B01-STR-FND-0201-R0)
Sheet TitleRequiredDescriptive name/title of the sheet
DisciplineOptionalDiscipline this sheet belongs to (must match a project discipline from Step 1)
Sub-DisciplineOptionalSub-discipline (must match a project sub-discipline from Step 1)
RevisionDefault: 0Starting revision number (defaults to 0 if omitted)
BudgetOptionalHours budget for this sheet (can be edited later)
Drop CSV file here or click to browse
Accepts .csv files only
sheet_list_v2.csv — 5 rows detected
Column Mapping
We detected the following columns from your CSV. Confirm each mapping is correct.
CSV Column HeaderMaps ToStatus
Sheet_No✓ Matched
Title✓ Matched
Disc✓ Matched
Sub_Disc✓ Matched
Rev✓ Matched
Hours✓ Matched
5 rows valid
All required fields present
0 errors
No issues found
Ready to import 5 sheets. Proceed to Review Sheet List to confirm.

Review Sheet List

Review the imported sheets and confirm the sheet budget allocation. All budget must be allocated before you can proceed.

Sheet Budget Check
All sheet budget must be fully allocated before proceeding
Allocated
80h
/
Sheet Budget (Step 6)
80h
✓ Budget fully allocated
Sheet List
5 sheets
RefSheet NumberSheet TitleDisciplineSub-DiscRevBudget
SHT-001S2-B01-STR-FND-0201-R0Foundation Detail Level B2Structural Eng.Foundations016h
SHT-002S2-B01-STR-FND-0202-R0Foundation Detail Level B1Structural Eng.Foundations016h
SHT-003S2-L01-STR-FRM-0301-R0Framing Plan Level 01Structural Eng.Framing016h
SHT-004S2-L01-STR-FRM-0302-R0Framing Elevation Grid AStructural Eng.Framing016h
SHT-005S2-G00-ARC-INT-0103-R0Ground Floor Interior PlanArchitecturalWalls & Doors016h
Imported: 5 sheets · 10 tasks will be generated (5 View Creation + 5 Annotation)

Packages

Create packages and allocate modelling and coordination budget to each one. The budget totals were locked in the previous step.

Modelling
Allocated260h
Unallocated40h
of 300h total
Coordination
Allocated45h
Unallocated15h
of 60h total
Sheets
Reserved80h
Not allocated to packages — used for sheet tasks (View Creation & Annotation)
#Ref#Package NameMod. BudgetCoord. Budget
1PKG-001
2PKG-002
3PKG-003

QC Checklist

Define quality control questions for modelling and sheet tasks. Questions are inherited incrementally — a task in a sub-discipline gets all discipline questions plus all sub-discipline questions.

Questions are answered Yes/No by the assignee. Reviewer then marks each as Accept, Reject, or N/A.
Model QC Questions
All Disciplinesapplies to all modelling tasks · 3
1."Are all model elements placed at correct levels?"
2."Have naming conventions been followed?"
3."Are all parameters populated correctly?"
Discipline Structural Engineering + inherited from All Disciplines · 1
1."Are structural integrity checks documented?"
Sub-Disc Foundations + inherited from Discipline & All · 2
1."Is reinforcement cover depth verified?"
2."Are pile cap dimensions per structural calc?"
Sub-Disc Framing + inherited from Discipline & All · 1
1."Are connection details modeled per approved shop drawings?"
Sub-Disc Reinforcement + inherited from Discipline & All · 0
No questions added yet
Discipline Architectural + inherited from All Disciplines · 0
No questions added yet
Sub-Disc Walls & Doors + inherited from Discipline & All · 0
No questions added yet
Sub-Disc Curtain Wall Systems + inherited from Discipline & All · 0
No questions added yet
Sheet QC Questions
View Creation Tasksapplies to all view creation tasks · 2
1."Are all view references correctly linked?"
2."Is the view scope and crop region set correctly?"
Annotation Tasksapplies to all annotation tasks · 2
1."Are all dimensions and annotations legible?"
2."Is the title block information correct?"
Total: 11 questions across 2 categories (Model & Sheet)

Review & Finalize

Review your complete project plan below. Expand any section to see details. Once confirmed, activate the project.

Disciplines & Sub-Disciplines 2 disciplines, 3 sub-disciplines
Structural Engineering
Foundations, Framing, Reinforcement
Architectural
Walls & Doors
Model Elements 5 elements
Foundations
Pile Caps, Strip Footings
Framing
Beams, Columns
Reinforcement
Rebar
Component Categories 4 categories
Foundations
Concrete Pile Caps, Continuous Footings
Framing
Steel Beams, Concrete Columns
Component Types 6 types
Concrete Pile Caps
PC-600x600, PC-900x900
Steel Beams
W12x26, W16x40
Concrete Columns
COL-400x400, COL-600x600
Task Variables 2 variables
Floor
B2, B1, Ground, Level 01
Area
Zone A, Zone B, Zone C
Budget 440h total
Modelling300h
Coordination60h
Sheet Budget80h
Total440h
Sheets 5 sheets · 80h total budget
5 sheets imported from CSV. 10 tasks will be generated (5 View Creation + 5 Annotation).
Packages 3 packages
RefPackage NameModellingCoordination
PKG-001Structural Modeling120h20h
PKG-002Foundation Detail80h15h
PKG-003Steel Connections60h10h
Modelling: 260h allocated / 300h total · Coordination: 45h allocated / 60h total
QC Checklist 12 questions
Model QC
All Disciplines (3 questions)
• Are all model elements at the correct level?
• Are there any overlapping/duplicate elements?
• Are worksets correctly assigned?
Structural Engineering (2 questions)
• Are structural connections properly modeled?
• Do member sizes match the structural design?
Foundations (2 questions)
• Are foundation depths correctly set?
• Are pile cap dimensions per structural design?
Sheet QC
View Creation (3 questions)
• Is the view range correctly set?
• Are scope boxes properly applied?
• Is the correct view template applied?
Annotation (2 questions)
• Are all dimensions placed and readable?
• Are tags and labels complete?
1 task variable (Area) is optional but has no defaults
Step 7 of 11