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High Compliance Environment Help Center

Project Admin Guide

As the Project Administrator, you're responsible for setting up and managing how your project is run in Aconex.

Project Admin Basics
Create and edit project fields
Aconex Project Preferences Guide
Adding users to your project
Removing users from your project
Unhide or Hide (Shadow) a User in the Project Directory
Creating project roles
Assigning project roles
Edit a project role
Edit mail types for project roles
Share important files to all organizations on your project
What is read-only and archive access?
Switch an organization to read-only or archive access
Change the project code for your project
Project-wide security settings
Project Setup Guide
Create a new project
Check the information about your project is correct
Checking Document fields are correct
Review and edit the Discipline list
Review and edit the Attributes list
Preview the Document Fields
Locking the Document fields
Setting up Project Roles for a new project
Your new project is set up and ready to go
Autonumbering
Document auto-numbering overview
Creating a document auto-numbering scheme
Editing a document auto-numbering scheme
Enable document auto-numbering for a project
Disabling document auto-numbering
Editing document type codes
Configure Documents
Define which files are allowed in your project
Apply project fields to document types
Create groups for project roles
Using Cascading Metadata with your project
Use Access Control to restrict users' access to documents
Creating mail distribution rules
Configuring Mail Type rules
Configuring document types for your project
Creating a new Access Control Group and Rule
Configure document statuses for your project
Add or remove disciplines from your project
Edit a single-select document field for your project
Editing a multiple-select document field for your project
Configure whether review status is retained on supersede
Define the current set of Drawings for your project
Prevent users from changing mail and document types
Configure Mail
Configure mail types for your project
Making Response Required mandatory for mail types
Setting up default response times for your mail
Changing the mail attributes for your project
Setting the default Auto Text for a Project Mail Type
Change the Reason for Issue list on your project
Choosing the mail auto-numbering scheme for project organizations
Creating an auto-numbering system for your mail
Configure the Mail Attributes Preferences
Configure Workflows
Using Workflows with your projects
Creating review status labels for your project
Setting markup options for documents added to workflows
Enable auto-registration of documents from workflow transmittals
Setting a project’s working week