Creating a Project
Learn how to create and configure a new project in Document Ocean 360, including naming conventions, project codes, and initial setup.
Projects are the top-level containers in Document Ocean 360. Every document, transmittal, and workflow lives inside a project. Creating a well-structured project from the start ensures smooth document control throughout the lifecycle of your engineering or construction engagement.
/projects/new Who Can Create Projects?
Only users with the Manager or Admin organization role can create new projects. If you don’t see the New Project button on the Projects page, contact your organization administrator to request the appropriate permissions.
Step-by-Step Guide
Navigate to the Projects page
From the main sidebar, click Projects. Then click the New Project button in the top-right corner.
Enter project details
Fill in the project name, project code, client name, and description. Select the project type and expected completion date.
Configure initial settings
Choose a numbering scheme template, select default document types, and set the project discipline list. These can be changed later in Project Settings.
Add team members
Invite team members and assign their project roles. You can add members from your organization or invite external contributors via email.
Review and create
Review all configured details on the summary screen. Click Create Project to finalize. You'll be redirected to your new project dashboard.
Project Form Fields
Project Details
A descriptive name for the project (e.g., 'Al Reem Tower – MEP Package'). Max 120 characters.
A unique short code used in document numbering (e.g., 'ART-MEP'). 3–10 alphanumeric characters, uppercase. Cannot be changed after creation.
The name of the client or owner organization for this project.
A brief summary of the project scope, location, or purpose.
The category of work — e.g., Building, Infrastructure, Oil & Gas, Industrial.
The anticipated project completion date. Used for reporting and timeline views.
Select a predefined numbering template or choose 'Custom' to define your own. Controls how document numbers are generated.
Upload a project logo (PNG or SVG, max 2 MB). Displayed on transmittals and cover sheets.
Project Code is Permanent
The Project Code is embedded into every document number generated within the project. Once the project is created, the code cannot be changed. Double-check the code before proceeding — typos here will follow you for the entire project lifecycle.
Naming Conventions
Establish a consistent naming convention across your organization. A common pattern is [CLIENT]-[DISCIPLINE]-[PHASE] (e.g., ADNOC-CIV-DD). Consistent codes make cross-project reporting and search far more effective.
What Happens Next?
After creating a project, you’ll land on the Project Dashboard where you can begin uploading documents, configuring workflows, and managing your team. The project will appear in the sidebar for all assigned members.
Project Dashboard
Explore the project overview, stats, and quick actions.
Managing Your Team
Add members, assign roles, and invite external contributors.
Project Settings
Configure numbering schemes, document types, and disciplines.
Uploading Documents
Learn how to upload and register documents in your project.