Create a Project

Create a Project

Create a Project


A Project in CAD ROOMS is where your team organizes product development initiatives, manages files, and collaborates in a structured environment. Only Workspace Admins and Owners with project:create permission can create new projects.

How to Create a New Project

1. Start Project Creation

  • Go to your workspace in CAD ROOMS.
  • Depending on your situation:
    • If no projects exist yet → Click Create button.
    • If projects already exist → Click the Create button in the top-right corner of the project list.

2. Enter Project Details

  • Fill in the Project Name (required) and Description.
  • You cannot proceed until a valid name is entered.

3. Create the Project

  • Click Create to finalize.
  • From here, you can start:
    • Uploading files
    • Adding collaborators
    • Managing project settings

4. Add Members to your project

  • Workspace Owner and Admins are added to the project automatically as Project Admins.
  • Other Workspace Members need to be added manually:
    • Open Project Settings.
    • Go to the Collaborators tab (visible only to Project Admins).
    • In the Add Members section:
      • Search for or enter the email of an existing Workspace Member.
      • Assign them a role (Admin, Collaborator, or Viewer).
    • Click Add to confirm.
      •  
💡 Tip – Collaborator Management
  • Only Project Admins can view the Collaborators tab in Project Settings.
  • Only Project Admins can add new collaborators (via the Add Members section).
  • Only Project Admins can modify or remove existing collaborators.

Start a Project

 

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