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Getting Started~15 minutesbeginner
Get a new project ready for site
Go from an empty workspace to a project your whole team can work in — set up, populated and permissioned — in one sitting.
What you walk away with: A configured project with your team invited, roles assigned and access scoped correctly — ready for documents, drawings and site activity from day one.
The 4 steps
Expand any step for the detail — guides for the steps you do, the inputs and outputs for the steps PlanOps runs.
Written for: project manager, administrator
Related workflows
A live project with the right people, roles and access in place.
Start free with 50 Intelligence Units. Every step here works on day one.