Help

Getting Started: Project Setup

Modified: 10 May 2026 Viewpoint Team Project Management Help

Before you begin using Team, a project must be setup by the Enterprise Admin.

To get started, view the Project Setup video series on creating a project and managing settings in Viewpoint Team™. After you have setup your project, view the Project Tools Setup video series.

Project Setup

  1. Project Setup: Create a New Project - Video
  2. Project Setup: General Settings - Video
  3. Project Setup: Create a New Distribution Group - Video
  4. Project Setup: Project Notification Settings - Video
  5. Project Setup: Register Views - Video
  6. Project Setup: Project Status Codes - Video
  7. Project Setup: Closeout - Video

Project Tools Setup

  1. Project Tools Setup: Submittal Project Settings - Video
  2. Project Tools Setup: Custom Submittal Cover Sheet - Video
  3. Project Tools Setup: RFI Project Settings - Video
  4. Project Tools Setup: Custom RFI Cover Sheet - Video
  5. Project Tools Setup: Issue Project Settings - Video
  6. Project Tools Setup: Custom Issue Cover Sheet - Video
  7. Project Tools Setup: Configure and Assign Daily Logs - Video
  8. Project Tools Setup: Drawings - Video

For more detailed instructions on Project Setup, see Projects.

Submit
Previous
Next