Phase 1: The Foundations (Days 1–5)
Goal: Understand the "Aconex Way" and master the interface.
Day 1: Intro to CDE
- Concept of "Neutrality" (Ownership).
- Navigate Lobby & Dashboard.
- Task: Profile & Notifications.
Day 2: Document Register
- Internal vs. Project documents.
- Search Terms vs. Metadata Filters.
Day 3: Uploads
- Mandatory Fields (Revision, Status).
- Single vs. Bulk Uploads.
Day 4: Superseding
- Updating without losing history.
- Understanding the Event Log.
Day 5: Transmittals
- The Legal Handover concept.
- Tracking receipt & reports.
Phase 2: Communication (Days 6–10)
Goal: Manage project correspondence and review cycles.
Day 6: Project Mail
- Types: RFI, SI, Minutes.
- To, CC, and BCC usage.
Day 7: Mail Admin
- Searching: Sent, Received, Drafts.
- Threading Conversation History.
Day 8: Workflows (Initiator)
- Structured Review Paths.
- Starting "For Approval" flows.
Day 9: Workflows (Reviewer)
- Markups & Outcome Codes.
- Approved/Rejected logic.
Day 10: Tasks & Bottlenecks
- Managing Overdue Tasks.
- Generating Workflow Reports.
Phase 3: Advanced Modules (Days 11–15)
Goal: Specialized tools for BIM, Site, and Tendering.
Day 11: Aconex Field
- Mobile Issue Capturing.
- Checklists & Inspections.
Day 12: Tendering
- Creating Tender Packages.
- Managing Bidders & Addendums.
Day 13: Supplier Docs
- Grouping into Packages.
- Tracking the SDR (Requirements).
Day 14: BIM & Models
- Online Model Viewer.
- Linking 2D docs to 3D elements.
Day 15: Insights
- Health Dashboards.
- Exporting Mail Metadata to Excel.
Phase 4: Administration (Days 16–20)
Goal: Managing the system for your company.
Day 16: Org Admin
- User Life-cycle Management.
- Roles and Permissions.
Day 17: Project Admin
- New Doc/Mail Types.
- Custom Project Fields.
Day 18: Templates
- Serial vs. Parallel Paths.
- Setting Step Durations.
Day 19: Security
- Restricting Confidential Docs.
- Mail Signatures/Preferences.
Day 20: Troubleshooting
- Support Central Access.
- Certification Registration.
Pro-Tips for Success
Don't skip the Metadata:
In Aconex, a document is "invisible" if you don't tag it correctly.
Audit Trail Mindset:
Remember, you cannot delete mail. Think before you hit "Send."
Practice Environment:
If your company has a "Sandbox" or "Training Project," do all your uploads there first.