Project Settings
Set the project’s units, site, drawing defaults and display preferences.
Open Settings from the editor’s settings control. The hub groups project settings in a sidebar; Canvas & drawing settings expands into specific sections. Personal profile and account billing are separate destinations in the avatar menu.
Set project details
Open Canvas & drawing settings → General. Set Project Name, Width and Depth. Check the unit shown by a measurement input before entering a size.
Set units and formatting
Choose Units & formatting for Unit System, Currency and Regional format. Changing currency relabels amounts; it does not perform an exchange-rate conversion. Read the confirmation before continuing.
Set site information
Choose Site & location to set the geographic location and site north used across the project. These are shared site facts, not independent settings for each view.
Choose drawing settings
Expand Canvas & drawing settings for General, Annotations, Tool Defaults, Automations, Hatch & Fill Patterns, snapping, display, 3D & Lighting, layers and surface classes. Some entries depend on feature access. Use Plant styles, Client contact and Cost & quote settings for those project concerns.