Create your first project

You've signed up, you're staring at an empty tenant dashboard. This tutorial walks you through creating a project end-to-end with realistic example data, so by the end you have a working playground to explore the rest of Planscape.

What you'll build

• A project called "Demo Hospital — Wing A"
• Centred on Kampala, Uganda (you can change this to your real site later)
• With ISO 19650 codes configured
• With a draft BEP auto-generated
• With at least one teammate invited

Step 1 — Open the new project form

From the tenant dashboard, find the orange + New project button at the top right. Click it. The new-project form opens.

Step 2 — Fill the basics

Use these example values (or your real project data):

The "Sector: Healthcare" choice will switch the BEP template default to the NHS / Healthcare variant — you'll see that change reflected in the BEP section below.

Step 3 — Drop the GPS pin

Scroll to the GPS section. Three input methods are offered — for this tutorial, use Pick on map.

1. Click "Pick on map".
2. The map opens centred on the world view.
3. Search for "Kampala" in the search box.
4. Click anywhere in Kampala to drop the pin.
5. Click Use this location.

The coordinates field auto-fills (something close to 0.3136, 32.5811).

Step 4 — ISO 19650 setup

Scroll to the ISO 19650 section. Set:

• Originator code — leave as the default (your tenant's code).
• Volume code — ZZ.
• BEP template — already auto-set to "NHS / Healthcare" because you picked Healthcare as sector. Keep it.
• Suitability schema — default S0–S7.
• Revision schema — default P/C/A.

Step 5 — RIBA stage

Pick Stage 4 — Technical Design. This is a sensible default for any project in active design.

Step 6 — Invite a teammate

Scroll to the Initial team section. Click + Add member.

For this tutorial, invite yourself at a second email address so you can see how the invite looks. Or invite a colleague — anyone you trust to receive a test invite.

Set their role to Coordinator. Click Add.

Step 7 — Create

Hit the orange Create project button at the bottom of the form.

You'll land on the project dashboard within a couple of seconds.

Step 8 — Look around

The project dashboard has these sections — give each one a click to see what's there:

• Overview — RAG status, recent activity, key dates.
• Issues — empty (you haven't raised any yet).
• Documents — already contains the auto-generated BEP draft as a .docx.
• Deliverables — MIDP view. Empty; you can add deliverables here later.
• Team — you + the colleague you invited.
• Settings — all the project metadata you just configured.

Step 9 — Download & review the auto-generated BEP

Documents tab → BEP Draft v0.1 → Download. Open in Word. You'll see a full BEP with:

• Project metadata pre-filled (name, code, client, dates).
• ISO 19650 file-naming convention with your codes baked in.
• CDE state-machine diagram.
• NHS-specific sections (HBN cross-references, HTM compliance matrix) because you picked Healthcare.
• Placeholder sections for your project team to fill in (information requirements, exchange points, etc.).

Step 10 — Customise the BEP and re-upload

Edit the .docx in Word — fill in any of the placeholder sections. Save. Back in Planscape: Documents → BEP → Upload new version. Your edit is preserved as v0.2 alongside the auto-generated v0.1.

What you've achieved

• A configured project with ISO 19650 metadata.
• A geocoded site location ready for mobile use.
• A team member invited.
• A draft BEP ready to refine.
• A working playground to explore the rest of Planscape.

What's next

• Install the mobile app and sync this project (5 min)
• Raise your first issue from mobile (6 min)
• Install the Revit plugin (7 min)
• Read the ISO 19650 workflow guide to understand what's happening under the hood