Create a Project

In Trimble Quest, all real-world project estimates are modeled in virtual Project Files within your workspace. Each project will have its own file in which all relevant data is edited and stored. Creating a new project file is the first step to developing an estimate.

After entering a workspace, users have a central point from where projects can be managed and organized. Actions that can be initiated from the Workspace Explorer include:

• Creating new projects

• Editing basic project info, such as the project name, customer info, contract start/end date, etc.

• Deleting old projects

• Exporting and importing projects from file

• Organizing projects into folders

• Assigning seats to different users

Figure: Add Project

To create a new project, select the +Project button, as shown in Figure: Add Project.

Trimble Quest will give users the opportunity to select a folder in which the project can be stored. At this stage, we store the new project directly in the Workspace, which is highlighted, and click Next, as shown in Figure: Parent Folder.

Figure: Parent Folder

This will bring up the Project Template window, shown in Figure: Project Template, where all project properties can be defined. Only the name of the project is compulsory. However, the project’s location and tender currency, chosen to be the United States dollar ($) in this case, can also be set and data sources can be added. After defining the project properties, clicking on “Create project” will create a new project with the specified name, and also launch the project automatically. While setting a project location and tender currency is obvious, the use of data sources is a somewhat more advanced feature which is described in more detail later, but at this point, it is useful to note that the data source can be any other project that you want to be able to easily pull data from when pricing your current project.

Typically the data source that you will use is a project which you have created as a master costing library.