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How to create a new project in the HoloBuilder Enterprise Dashboard
How to create a new project in the HoloBuilder Enterprise Dashboard

Learn how to set up new projects in the Enterprise project and assign to existing groups

Anna-Azize Adami avatar
Written by Anna-Azize Adami
Updated over a week ago

When creating new projects in the Enterprise Dashboard, there are different options you can use to facilitate the setup. 

Please note:
Creating new projects cannot be done by all users and is restricted to the following user roles:

  • Enterprise Admin

  • Group Manager - if there is free area available in the assigned group

  • Project Manager - if there is free area available in the assigned group

If you currently do not have the option to create a new project as described below, please check with your Enterprise Admin to get the right role assigned to you.

Create a new project

Once you have created a Group that includes the colleagues you want to include on the project you can start creating a new project with your Enterprise Account.

Create a new project in your Enterprise Dashboard:

  1. Select the tab ‘Active’ below ‘Projects’ in the panel on the left

  2. Click on ‘Create Project’

  3. Fill out the form (see below) & click  Create Project

The project creation form

The project creation form contains five required fields for information to be entered into: 

  • Project Name

  • Project Area - enter the number that represents the area of your project in square feet. This will specify how much area this specific project is taking up from the entire available area.

  • Project Address

  • Add Members from an existing project - optional:

    Additionally, if you already have other projects in your account, you can choose an existing team from another project to add as members to the new project - Learn how to add an existing team here.

The Group and Project Manager will be automatically filled in according to this selection but can be overwritten in the next step.

  • Group - assign a Group to the project to specify the team that will have access to this project. 

  • Project Manager - enter the email address of the desired user to assign her/him to this project or select the corresponding user from the drop-down menu.
    Please note that only Project Managers from the assigned group will be available for selection. 

Advanced project info - optional

These details are not required but help to better organize your projects:

  • Client Name 

  • Category template - Also, you can add pre-designed category templates to your new projects to easily use 360 image tagging and filtering for more controll over your project - Learn more.

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