Project Identity¶

Project Identity defines the core information Flow uses to identify the project throughout Project Setup.

You enter the project year, project number, client and location, then ask Flow to review the identity before using it for dependent workflows such as project creation and project folder planning.

Ribbon: Flow → Project → Setup

When to Use Project Identity¶

Complete the Project Identity when:

starting a new Revit project
setting up an existing project
preparing to inspect or create standard project folders
the project's identifying information has changed

Project Identity should normally be the first step when using Project Setup.

Before You Start¶

Have the following information available:

Project Year
Project Number
Client
Location

Project Year is initially populated with the current year.

Project Identity and Project Information

Project Identity is Flow's shared project setup information.

It is related to, but separate from, the Project Information parameters stored inside the Revit project.

Reviewing the Project Identity does not by itself write Revit Project Information parameters.

Opening Project Setup¶

Open:

Flow → Project → Setup

If the Project Identity has not yet been reviewed, Flow highlights the card and displays Start here.

Reviewing Project Identity¶

1. Enter the Project Year¶

Enter the Project Year.

Flow initially uses the current year, but this can be changed where the project belongs to a different project year.

2. Enter the Project Number¶

Enter the Project Number used to identify the project.

3. Enter the Client¶

Enter the Client name.

4. Enter the Location¶

Enter the project Location.

5. Review the Identity¶

Check the four values and select Review Identity.

Flow validates the entered information.

If the identity is valid, it becomes the reviewed Project Identity and workflows that depend on it can become available.

The Start here indicator is removed after a successful review.

Expected Result¶

After Project Identity has been successfully reviewed:

Flow recognises the identity as valid
the Start here indicator is removed
project creation can become available when a valid Project Profile and template are also selected
project folder targets can be prepared for inspection
the reviewed values can be used by subsequent Project Setup workflows

Reviewing the identity does not create project folders or automatically modify Revit Project Information.

Changing a Reviewed Identity¶

If you change any Project Identity value after it has been reviewed, Flow clears the previous review.

This applies to:

Project Year
Project Number
Client
Location

The Start here indicator returns and the revised identity must be reviewed again.

Review changes before continuing

Changing a reviewed Project Identity also clears the existing project-folder plan.

Select Review Identity again and reinspect the proposed project folders before creating folders using the revised information.

If the Identity Cannot Be Reviewed¶

If the entered information does not pass validation, Flow does not accept the identity as reviewed.

Check the values shown in the Project Identity card, correct the relevant information and select Review Identity again.

Actions that require a reviewed identity remain unavailable until the review succeeds.