BIMcollab's CDE enables you to manage your information across the entire project lifecycle from inception to operations and maintenance. To support this, project phases can be created so that only documents relevant to each stage of work are uploaded and shared. This ensures information is well-organized and easily accessible for the right stakeholders at the right time.
Space administrators are responsible for setting up the project phases in the Admin environment.
⚠️ Attention: This feature is not available in all plans. To check if it's included in your subscription, review the plan comparison list or contact your admin. If the feature isn't available, you may need to upgrade your plan.
Creating Project Phases
To set up your project phases, an initial phase must first be created, and then subsequent phases are created based on this.
Create the first project phase
In the Project environment, create a new project if you do not have one yet.
In the navigation panel, you will see that no phases are associated with it.
Switch to the Twin Administration environment
Go to the Projects page. You will see a list of all projects created in your space.
Select the project you would like to add phases to.
Select the [Add project phase] button.
Enter mandatory project phase information like the name and code.
After clicking [Save], the initial phase is available in the list.
Create additional phases
How to create the subsequent phases in your project:
Select the initial phase you just created in the project phase list.
Click on the [Add next phase] button.
Enter the details for the next phase and click on [Save].
Repeat these steps until all your desired phases are created. It is also possible to add more phases at a later stage in the project as it evolves.
Adding Spatial Structure to phases
Next, you can choose to add parts of your spatial structure (plots, buildings, parts, or, storeys) to the relevant phases.
⚠️ Attention: Make sure the spatial structure is fully set up before linking it to your project phases.
First, make sure the project has been added to the correct location that contains the spatial structure you wish to use:
Select the project from the list.
Click on the [Add parts] button:
Check the desired spatial structure elements that the phase is relevant to.
Confirm the action.
⚠️ Attention: Once parts are added to phases, the project can no longer be moved to another location.
The parts are now available in the list.
Once parts are added to phases, they will become available as options in the Spatial Structure field when uploading documents. This allows users to add spatial metadata to files with the correct plot, building, part, or storey at phase level ensuring documents are linked directly to the relevant element of the project.
📝 Note: This is only possible when using the advanced upload method. You can read more about it in this article: Upload documents
Users can then filter by the Spatial structure metadata to quickly find their documents.
Specifying the current project phase
Administrators can indicate the project’s current phase for reference in the project list.
To update the current phase:
Select the project
Click on [Update project phase]
This is now indicated as the current phase
📝 Note: Setting the current phase is for informational purposes only. It does not affect user access or the ability to upload documents.
To switch the current active project phase, you can either click the red power button to deactivate the current phase or simply select another phase directly. Choosing a new phase will automatically set it as the active one.
Creating Phase teams
The final step in phase setup is to create Phase Teams and assign users to them with a User Role.
Users must be added to the appropriate phase team before they (including administrators) can access the phase in the Project environment.
Only after this step will users be able to upload documents and collaborate within the designated phase.
