Skip to main content

Welcome to Skema | Creating a Project

This article describes opening Skema, organizing projects, creating a new project, and creating a site.

Alex Hubert avatar
Written by Alex Hubert
Updated over 3 months ago

Summary

This section will show you how to get started in Skema from the very first time you open the software. This will go over project file organization, project creation, and site creation.

This KB Article includes the following:


Opening Skema | Project Organization

1. Accessing Your Projects Page:

  • Each time you log into Skema, you will be directed to your projects page. This centralized hub houses all your ongoing, completed, and pending projects.

  • The projects page provides a comprehensive view where you can easily manage and organize your work.

2. Exploring Demo Projects:

  • If you're new to Skema, make use of the demo tab located in the left side toolbar. This section is specifically designed to help new users familiarize themselves with the program’s features and functionalities.

  • Click on any demo project listed under this tab. You will gain access to a cloned version of the selected project.

3. Understanding Project Accessibility:

  • Projects within the Demo folder is set to Read-Only mode. When you select one of these demo project, a clone of that project is created, opened and placed the the "All Projects" area. This setting ensures that you can explore various features without altering the original templates.

  • The cloned project that is created when you select a demo project is fully editable. This allows you to experiment and learn by modifying aspects of the project as needed.

The User Interface

The Skema team strongly recommends going through "The Basics of Skema" tours available to you by selecting the Support tool in the lower right-hand corner and performing all of the tasks. The 2nd of these tasks covers more completely a User Interface Overview.

Briefly, the User Interface contains the following elements:

Account workspace

  1. The Workspace settings contain:

    • Company - If you belong to multiple instances of Skema, the "company" for which you are working can be selected.

    • Design Catalogs

    • Team Settings

  2. Default Project Folders

  3. Access to supported connections and plugins

  4. User created folders

  5. Projects

  6. User settings

    • This is where you can choose to work in either Metric or Imperial units

  7. Support Tool

    • Knowledgebase articles

    • Messaging the Support Team

    • Onboarding product tours

Project Workspace

The project interface contains the following elements:

  1. Function Tabs

    • Layers

    • Options

    • Key Figures

    • Settings

    • Graphics

  2. The primary toolbar

    • Tools to control the geometry of the project

    • These tools may change depending on what element is selected

  3. The workspace

  4. The context sensitive toolbar

    • This toolbar gives access to the parameters of the selectee items

    • The tools available here change depending on what element is selected.

Managing Projects

1. Viewing Your Projects:

  • When you visit your projects page in Skema, you'll find an overview of all your created and cloned demo projects.

2. Organizing Projects and Folders:

  • You can create and organize folders to keep your projects structured. This helps in maintaining a clean workspace, especially when managing multiple projects.

  • Arrange your projects within these folders based on criteria like, owner, project phase, type, or priority, enhancing your workflow and access.

3. Duplicating and Renaming Projects:

  • Move your cursor over the project you want to edit. Look for the three dots in the top right corner of the project thumbnail or title.

  • Click the three dots to reveal options such as "Rename" or "Duplicate."

    • Rename: Select "Rename" to update the project's name as needed.

    • Duplicate: Choose "Duplicate" to create a copy of the project. The duplicated project functions as a new, independent project that retains the structure and content of the original but can be modified without affecting the source project.

4. Cloned and Duplicated Projects:

  • Projects that are clones or duplicates of the Residential Demo Project, now function as new, independent entities. You can further customize these projects without any impact on the original demo project.


Organizing Projects

Searching, Sorting, and Filtering

1. Using the Search Function:

  • At the top of the projects page, find the search bar where you can type in the name or part of the name of a project. This feature allows you to quickly locate specific projects by entering relevant keywords or project titles, making navigation faster and more direct.

2. Filtering Projects by Owner:

  • Next to the search bar, you'll find a dropdown menu dedicated to filtering the projects based on ownership.

  • Filtering Options:

    • Owned by Anyone: View all projects, regardless of ownership status.

    • Owned by Me: Display only the projects that you own, simplifying management of personal or primary tasks.

    • Not Owned by Me: Filter to see projects owned by others, useful in collaborative environments where you're part of a team.

2. Sorting Projects:

  • Also, next to the search bar, you'll find a dropdown menu dedicated to sorting. Choose how you want to organize the display of your projects. Options include:

    • Last Created: Sort projects by their creation dates, with the most recent ones appearing first.

    • Last Modified: View projects in order of their last modification to see which ones have been updated recently.

    • Alphabetically: Organize projects from A to Z, which can be useful for quickly locating a project by name.

4. Location of Options:

  • All these organizational tools—search, sorting, and filtering—are conveniently located at the top of the project menu, making them easily accessible and straightforward to use.

Creating and Organizing Custom Folders

1. Creating a New Folder:

  • On your Skema projects page, find and click the "New Folder" button on the top left corner of the screen.

  • After clicking the button, you'll be prompted to name your folder. Choose a name that clearly represents the contents or purpose of the folder, making it easier to locate and manage related projects.

2. Organizing Projects into Folders:

  • To organize your projects within the new folder, simply click and hold on a project's icon or thumbnail, then drag it to the folder label. Release the project over the folder to place it inside.

  • Once inside a folder, projects can be rearranged by dragging and dropping them within the folder or moved back out to the main project area in a similar manner.

Adding Projects to Favorites

1. Marking a Project as a Favorite:

  • Navigate to the individual project you want to classify as a favorite. On the top left corner of the project thumbnail or title, you will find a star icon.

  • Click on this star to mark the project as a favorite. The star icon color changes to gold to indicate that the project has been successfully added to your favorites.

2. Accessing Favorite Projects:

  • To view all your favorite projects, look for the "Favorites" tab located on the left side of the screen. This tab will aggregate all the projects you’ve marked as favorites, making them easily accessible.

  • Navigate Favorites: Within the Favorites tab, you can browse through your selected projects and quickly access those you frequently work on or need to keep handy for ongoing tasks.

Restoring Projects from the Archive

1. Navigating to the Archive Tab:

  • begin the process of unarchiving a project, first click on the "Archive" tab located on the left side of the screen. This tab houses all projects that have been archived or removed from active view.

2. Locating the Archived Project:

  • Within the Archive tab, scroll through or search for the project you wish to restore. Each project in the archive will have its own listing, displayed with key details for easy identification.

3. Restoring the Project:

  • Once you locate the desired project, click the three dots on the right side of the project entry. From the menu, select "Restore" to reinstate the project to your active projects list. The project will then be removed from the Archive tab and placed back into your main projects area.


Creating a New Project

  1. Start a New Project:

    • Click on the "Create New Project" button located in the top left corner of the screen to begin.

2. Enter 3D Editing Mode:
Once you initiate a new project, you will be directed to the 3D editing interface. Here, you'll find several tabs on the left menu, including Base Layers and Design Layers. Base Layers provide essential elements like the “location” and “construction site” needed for your project.

3. Set Your Location:

  • Navigate to the "Location" tab and click the plus (+) icon.

  • Use the search bar at the top left to enter an address, coordinates, or city. As you type, a drop-down menu will offer multiple matching options.

  • Select the most appropriate location from the list or continue typing to refine your search.

4. Navigate the Map Interface:

  • Zoom: Use your mouse scroll wheel to zoom in and out.

  • Pan: Right-click and drag the mouse to move your view across the map.

  • Map Coordinates: To view the current coordinates, select "Map Coordinates" in the top right corner. Here, you can also save the coordinates.

  • Change Terrain View: Click the "Change Map Terrain" button on the top right corner to switch between map and satellite views.

5. Capture and Adjust Terrain:

  • Once you're satisfied with the view, click "Capture Terrain" to save the current view and import data from the selected terrain.

  • To adjust the terrain later, click on the pencil icon next to the location.

  • Refer to the Sketchup article on bringing in a geolocated site from the Sketchup application.

Initialize a Site Setup

  • After pinpointing your location and defining the site boundary, click the plus (+) button next to the "Construction Site" tab.

2. Switch to Top-Down View:

  • Click the four-cornered arrow icon in the bottom right corner of your screen to switch to a top-down view of the site.

3. Select the Boundary Tool:

  • Locate and select the boundary tool from the top left corner of your screen to begin outlining your site.

4. Draw Site Boundaries:

  • Left click to place the starting point of your boundary.

  • To ensure your boundary lines are orthogonal, hold the 'Shift' key while placing points. This will automatically align them perpendicular or parallel to the previous points.

  • You can add as many points as needed in any direction.

5. Complete the Boundary:

  • To close the boundary, bring your last point over the starting point and left-click or press Enter.

6. Save and Exit:

  • Click "Save" to store your boundary settings. Once you click "Exit," the site boundaries will be projected onto the terrain.

Important Note:

  • Once you draw the boundaries and exit, adjustments or deletions to the boundaries are not possible. To modify, you must draw new boundaries, which will replace and update the previous ones.

  • Refer to the Sketchup article and Rhino article to see how to import site boundaries from those applications.

Adjusting the Working Plane

1. Positioning on the X, Y and Z Axes:

  • To modify the position of the working plane along the X, Y or Z axes, first select the grid origin located at the center of the working plane.

  • After selection, adjust the coordinates by entering values into the appropriate fields in the right menu.

2. Importance of Working Plane Elevation:

  • Please note that any area below the set elevation of the working plane is considered a basement. The base level of the basement will correspond to the elevation of the working plane.

3. Managing Visibility and Locking the Plane:

  • Toggle Visibility: Use the visibility toggle to show or hide the working plane as needed.

  • Lock the Plane: To prevent accidental adjustments, you can lock the working plane by toggling on the lock feature.

4. Rotating the Grid:

  • The most important feature of the working plane is the ability to rotate the grid. This allows you to align it precisely with a specific site boundary. Unlike traditional setups that use true north as a reference, you can set the project north to align with your grid. This adjustment helps in orienting your project more accurately according to site-specific geographic and environmental conditions.

  • Beyond mere alignment, you can set specific camera views to correspond with different canvas positions. This allows for better visualization and presentation of your project from various angles.

  • Utilize the camera settings to create and save multiple views, enabling quick switches between different perspectives of the working plane. See “changing cameras and saving views” article for more information on camera setting.

5. Changing grid size of the work plane

  • You can change the size of each cell within the grid itself. This tool can be used a specific grid underlay that you can then snap to for your configuration.

Go to your settings and select the grid snap to make your grid is snappable.


Instructional Video

Did this answer your question?