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How to create a new project

About projects, how to create a project, saving a project as a template, importing projects 

A project in FRAMECAD® Nexa represents the design and the specific steel used at a particular time, enabling accurate usage and compliance tracking.

Nexa allows you to trace every steel member or section that you use in a project to its origin, which is critical for enhanced production management and reporting, and safety and quality assurance. 

Regulators in some jurisdictions may require builders and frame manufacturers to show a mill manufacturing certificate for any piece of steel used in a building on demand.

When to create project in Nexa

You should create a new project each time you produce a design. This ensures that each steel member is uniquely traceable. Here are examples of when to create new designs:

When you are... You can...
Reusing a warehouse design for a different client Create 1 new project
Building 5 units at one site with the same design  Create 5 new projects
Adding a bathroom last-minute to a house with an existing Nexa project Use existing project and manage duplicates

How to create a new project in Nexa

Look for the plus sign in the bottom right corner of the Projects page. For Nexa Base users, click New Project. (Nexa Base users can add up to five projects.) For paid subscription users, click Add Projects, then select New Project

Look for the plus button in the Projects page. Click New Project if you're a Nexa Base user. If you're any other Nexa user, click Add Projects, then select New Project.

A New Project page appears. Select an existing company name or enter a new company name and country to create a new customer record from this project. Enter other company details and notes, as needed.

New project page - company detials and address info 3

Select an existing contact name, or enter a first and last name to create a new customer contact. Enter other details as needed. Click Next

New Project page -customer contact

On the next page, enter a project title and select a country. Enter other details as needed.

New Project page - project details and site location

Upload the project's .rfy, .csv, or .nexa design files, if available.

Project page - upload design files

You can add design files any time after you create a project by uploading it to the project in Nexa or by connecting to Nexa from FRAMECAD Steelwise or FRAMECAD Detailer.

Finally, assign the project to a Nexa Admin user. Then click Save.  

Project page - assign to

Users with paid subscriptions have additional options for assigning a workflow, setting project quantity, or saving a project as a template.

Once you save a project with a design file attached, the main project page appears.
 
 

Setting a project quantity 

Users with any paid subscription can create multiple instances of the same project.
 

Use project quantity when using the same design repeatedly, such as in a residential development where some identical houses will be constructed.

Enter a number under quantity, then click Save.
 
Setting project quantity
 
The Projects grid will appear showing the project you created plus the numbered clones as determined by the quantity you just set. For example, if you set the quantity to 3, you will see the original, plus two clones.  
  Project quantity appearing in the projects grid
 
  

Assigning a workflow

Users with a Nexa Enterprise subscription can assign any workflows created for their account to a project or template. Workflows allow Admin users to track the progress of stacks and panels through a project's stages, according to the project's specific operational needs. 

Click the Workflows edit icon, select workflow(s) to use, finish other settings, then save the project or template.

Assign workflows

Saving a project as a template

Users with any paid subscription have the option to save a project as a template.

Templates save time, eliminate repetitive data entry, and reduce risk of error when you want to create many related projects based on similar designs. For example, you can use a template for a residential development with multiple houses with similar designs. 

Click Template under Save As, then click Continue.

Select Template and click Continue
The template page appears. You can use this page to create a project based on that template.

Templates do not appear in the Projects grid. To find a template, in the Projects page, click Add Projects and select Use a template. Click for more information on how to use project templates.

Creating multiple projects in bulk from an imported file

Users with any paid subscription can create multiple projects at once from imported files. This saves time and reduces repetitive data entry when you already have data for lots of projects stored in a spreadsheet, for example. You can import projects from .xlsx, .xls, .csv, or .pdf files.

A customer record must already exist in Nexa for any project you import from a file. Click to learn how to create customer records.

To create multiple projects in bulk, click Add Projects in the lower right corner of the Projects page, then select Import Projects.

Nexa - Projects - Select Import Projects
The Import Projects dialog appears. In the upload section (Nexa - Settings - Upload icon), drag in files or click to select the files you want to add. The added files appear beneath the upload section. (If you add a file by mistake, you can click its X icon to remove it.)

Click Upload to import projects from the added file(s).

Nexa - Projects - Import Projects dialog - Add files and import projects

Nexa will process the data from your files. 

After Nexa processes the files, the Import customers dialog displays the companies and contacts that you can import.