If your current plan and access allows for it, you can create a new project by signing in and on the project page, click the "New Project" button or by going to the new project page.

Otherwise, to create a new project contact Catenda support at support@catenda.com or via the chat button. The black chat button can be found on the top right inside of Catenda Hub or to the bottom right on our help/home pages to upgrade your plan.

We will guide you through creating it.

The new project page can look something like this:

This article contains information about the following topics:

Owner - Name - Document download title - Opt-in - Template

Select an owner

Users with access to enterprise organizations will be able to create the amount of projects that their plan allows.

Name

The name of the project.

Here are some suggestions of what can be added to the project name:

Numbers

Often the project number is used in the beginning of the name.

Numbers in front of the name are recommended because the projects are sorted alphabetically on the projects page.

Location

Location is often mentioned in the project name.

Type of project

For example an office building or a school.

Project phase

If there are multiple phases to this project the phase can be added to the project name.

Document download title

Each organization has a document download setting.

Default

The document download setting that a created project receives is based on the document download setting for new projects in the organization it is created in.

New organizations have the 'Revision file name' option enabled by default.
Documents downloaded in projects created in new organizations therefore get the revision name of the downloaded revision in the file title.

Click here to see other options that are available for organizations.

New projects in configured organizations

When the document download option for new projects in an organization is changed this setting is only applied to new projects created in the organization and not for the existing projects.

It is therefore possible that there are projects in the same organization with different document download settings.

On-demand features

When a new project is created opt-in features are not enabled by default.

It is possible to request for the following features to be enabled after creating a project:

Objects page

Reports page

Select a project to use as template

You can choose to inherit some of the settings of another project when making a new project.

Access required: Project member

Models - No revisions

Empty models ready to receive new revisions

Labels

Labels that can be connected to topics, models and documents.

It is useful to have the same labels in multiple projects for analysis with tools like PowerBI

Milestones - No dates

Useful when creating a new project upon a phase change that has the same milestones as the last one.

Teams - No member

Teams ready to accept members.

Access in the document structure is also distributed through teams.

Topic boards - Including statuses and types, but no topics

Boards that are set up and ready to be used for communication.

Boards can lie archived until they are ready to be used.

Folder structure

Copy the names and structure of the template project folders without its documents.

Access required: Full access to the template project

Document status configuration

Public document statuses can be used to keep track of the progress of a document.

Draft document statuses can be used for approvals.

Document download setting

The document download setting that the created project received is based on the document download setting for new projects in the organization and not based on which document download setting the template project has.

Document and topic board access control

This will copy the access control for the following options (if selected)

Folder structure
Topic boards