Skip to main content

Get started with the BIMcollab CDE core features

Get up and running with BIMcollab’s CDE core features. This guide walks you through fundamental account and project set up steps.

Updated over 2 months ago

Core features form the foundation for BIMcollab CDE, and equip users with the fundamental tools necessary to initiate and manage projects.

How to get started with the core features

  1. Account Activation:

    • Administrators will receive an email invitation to activate their BIMcollab space account.

    • Follow the link in the email to set up your credentials and access the platform.

  2. Set up a new project:

    • As the admin, navigate to the Projects Dashboard and click New Project. Enter a project name and press 'Create'.

  3. Upload your first documents and models:

    • Use the Documents tab to upload relevant files using the default upload method by simply dragging and dropping your files.

    • Ensure models are in IFC format if you want to view them on the WebViewer. In that case, you can add them to WebViewer by opening the file and clicking on "Add to WebViewer".

    • You can also add models directly from the webviewer.

  4. Define project metadata
    If you wish to use the advanced upload method, where certain metadata fields become mandatory at upload, an administrator can predefine the metadata for this.
    Click on the gear icon in the top right corner. In Twin administration, go to the Settings tab to define Disciplines, Labels and Status. You can also set up a document naming convention.


  5. Return to the project environment
    Return to the "My Projects" dashboard by clicking on the space name. Then open the project you just created.


  6. Adjust project Document Management settings
    Navigate to the Settings tab to:

    • Edit general project settings.

    • Add team members and assign roles.

    • In the Document Management tab, you can view any metadata that was added in the earlier step in Twin Administration page.

    • Apply the predefined naming convention to the project.


​Here are some other handy articles to help you get started with BIMcollab's CDE features:

    • Use the built-in tools to manage questions, tasks, and annotations, facilitating seamless collaboration.

    • Adjust the interface and create filters to focus on specific data sets or project aspects.

    • Associate uploaded documents with specific objects within your models to provide context.


Did this answer your question?