What a project contains
Every project holds its own isolated set of data. Nothing is shared between projects unless you explicitly configure integrations such as Procore or Google Drive at the organisation level.Document sets
All uploaded files — tender drawings, addenda, contract sets, and revisions — organised into named sets within the project.
Analysis results
Risk register items, clash detections, change register entries, and audit checklist results are all scoped to the project.
Settings
Project-level configuration including disciplines, members, labels, severity thresholds, and precedence rules.
Sub-projects
Named sub-divisions of a large project, such as “Tower A” or “Podium”, used to organise files by zone or area.
All of CIM Build’s analysis tools — clash analysis, change register, risk register, and audit checklists — operate within a project context. You must be inside a project to run or view any analysis.
Creating a project
1
Open the Projects page
From the dashboard, the Projects page loads by default. Click New project in the top-right corner to open the create project modal.
2
Enter project details
Give the project a name. Optionally add a project ID, client name, address, region, and projected start and end dates. These details appear on the project card and help you find the right project when your list grows.
3
Open the project
Click Create to save the project and go straight to its home page. From there you can begin uploading documents.
