Project test brief
Define the representative project, required workflows, expected results, and open issues.
Resources / Project checklist
Start with a representative design and the tasks you already know. The optional templates are here only when your team needs a written record.
Technical fit
Workstation check
Update the browser, enable the required graphics features, confirm account access, and choose a network path representative of normal work.
Open a realistic project and exercise navigation, editing, save/reopen, 3D, import, and output tasks. Record any blocker with the exact browser and system version.
Security and data
Optional records
Define the representative project, required workflows, expected results, and open issues.
Collect the policy, hosting, access, retention, AI, and assurance answers your organization requires.
Record current pricing, plan scope, support, legal, and purchasing information from written sources.
Identify the project revision, change, checks, outputs, open issues, and intended receiver.