Course Overview
An Aconex project is only as reliable as its configuration. Document fields, numbering, status values, mail types, workflow templates, roles and organization participation decide whether hundreds of users across dozens of organizations exchange information consistently, or whether the register fills with errors that no amount of document control can correct later. Owners and PMCs increasingly expect a qualified administrator to own that configuration.
Aconex Project Administration prepares learners to take that responsibility. Over two intensive days, learners design and apply project settings, document and mail configuration, workflow templates, organization and user administration, roles and permissions, Supplier Documents and Packages set-up, Field and Connected BIM considerations, and Insights reporting, then complete a capstone configuring a new giga-project from its information requirements and document control procedure.
Target Audience
- Aconex project administrators and organization administrators on owner, PMC and contractor teams
- Senior document controllers and information managers moving into an administration role
- PMIS and digital delivery specialists responsible for Aconex deployments
- Implementation consultants configuring Aconex for new projects and programmes
- IT and system administrators supporting Aconex alongside other project systems
- Graduates of ACX-201 and ACX-202 seeking a professional-level qualification
Prerequisites
- ACX-201 Document Control Professional and ACX-202 Workflows, Mail and Transmittals, or equivalent experience
- At least six months of hands-on Aconex use, including document upload, workflows and Mail
- Understanding of the project's document control procedure and information requirements
- A laptop with a modern web browser; Academy administrator lab accounts are provided
Learning Objectives
- Explain the Aconex administration model: project owner organization, participating organizations and organization administrators
- Configure project settings, document fields, select lists, numbering and status values to match a document control procedure
- Configure mail types, mail fields, response-required rules and transmittal settings
- Design and maintain workflow templates with steps, durations, participants and review outcomes
- Administer organizations, users, roles and permissions following the principle of least privilege
- Set up Supplier Documents, Packages and related schedules for vendor and contractor submissions
- Plan the use of Field, Models and Connected BIM, and understand their configuration dependencies
- Use Insights and reports to monitor adoption, configuration health and compliance
- Run configuration change control, user onboarding and administrator support processes
Detailed Course Outline
1Day 1 · Module 1: The Aconex administration model
- Project owner organization and participating organizations
- Project administrators versus organization administrators
- What is configured at project level and what at organization level
- The administrator's responsibilities in the project execution plan
- Configuration governance and change control
2Day 1 · Module 2: Project settings and document configuration
- Core project settings and project information
- Document fields: mandatory, optional and hidden
- Select lists for discipline, type, package, originator and area
- Document numbering rules and uniqueness
- Revision schemes and status values
3Day 1 · Module 3: Mail and transmittal configuration
- Configuring mail types and their purpose
- Mail fields, templates and response-required defaults
- Transmittal types and reasons for issue
- Aligning correspondence configuration with the contract
4Day 1 · Module 4: Workflow template design
- Translating a review procedure into workflow templates
- Steps, durations, sequential and parallel reviewers
- Review outcomes, review codes and consolidation steps
- Template naming, versioning and retirement
- Testing workflow templates before release
5Day 1 · Module 5: Organizations, users, roles and permissions
- Inviting organizations to a project and managing participation
- User creation, deactivation and transfer between organizations
- Designing roles and assigning permissions by function
- Document and mail access: security, confidentiality and least privilege
- Periodic access reviews
6Day 2 · Module 6: Supplier Documents and Packages
- Configuring Supplier Documents for vendor submittals
- Packages, schedules and planned submission dates
- Review routing and review codes for supplier submissions
- Onboarding contractors and vendors to the submission process
7Day 2 · Module 7: Field, Models and Connected BIM
- Aconex Field: inspections, issues and checklists at a configuration level
- Models and Connected BIM: federation and model-based coordination
- Configuration dependencies with documents and workflows
- Deciding which modules to enable and when
8Day 2 · Module 8: Insights, reporting and configuration health
- Aconex Insights dashboards for documents, mail and workflows
- Monitoring user adoption and organization participation
- Detecting configuration drift and register quality issues
- Management reporting for the PMO
9Day 2 · Module 9: Operating the administration function
- Project set-up checklist from contract award to go-live
- User onboarding, training and support model
- Handling configuration change requests
- Integration considerations with Unifier, P6 and enterprise systems
- Project close-out, archiving and decommissioning
10Day 2 · Module 10: Capstone configuration project
- Analysing the information requirements and document control procedure
- Configuring the project end to end
- Testing with sample users across organizations
- Presenting the configuration and its governance to a review panel
Learning Outcomes
- Configure a new Aconex project from a document control procedure without external support
- Administer organizations, users and permissions securely and auditably
- Design workflow templates and correspondence settings that match contractual review periods
- Prevent register quality problems at source through field, numbering and status configuration
- Monitor adoption and compliance with Insights and report configuration health to the PMO
- Run a controlled change process for configuration throughout the project lifecycle
- Act as the accountable Aconex administrator for a project or programme
Hands-on Workshops & Practical Exercises
Configuration blueprint
Translate a giga-project document control procedure into a configuration workbook covering fields, select lists, numbering and status values.
Document and mail set-up
Apply the blueprint in an administrator lab project, configuring document fields, mail types and transmittal reasons for issue.
Workflow template build
Design, build and test design review and submittal workflow templates with correct steps, durations and review outcomes.
Access control lab
Invite organizations, create roles and assign permissions, then test confidentiality using users from different organizations.
Supplier onboarding
Configure Supplier Documents and a package schedule, then onboard a vendor organization through its first submission.
Capstone: Configure a new giga-project
Configure a complete Aconex project from its information requirements, test it with multi-organization users and defend the configuration and its governance before a review panel.
Duration
Delivered as two consecutive full days in the classroom, or as four live online sessions of 3.5 hours, with the capstone completed between the final two sessions.
Delivery Methods
Online
Live, instructor-led virtual classroom in four 3.5-hour sessions, with a dedicated administrator lab project per learner and a supported capstone.
Classroom
Two-day public course at the Academy in Riyadh and regional venues, with individual administrator lab projects and a live capstone panel.
On-site Corporate Training
Private cohort at your premises, using your organization's configuration standards so that the capstone produces a reusable project set-up template.
Assessment Method
- Continuous practical assessment during the workshops
- Practical capstone configuration assessed against a published rubric
- End-of-course online exam (40 questions, 75% pass mark)
- Minimum 80% attendance
Certificate Awarded
Arkan Academy · Professional
Arkan Professional Certificate: Aconex Project Administration
Awarded to learners who meet the attendance requirement, pass the exam and achieve the required standard in the capstone. Carries a unique verification ID and 14 recorded learning hours.
ID · ARK-ACX-301-XXXXXX
Career Benefits
- Qualify for Aconex project administrator and organization administrator roles
- Move from document control into PMIS administration and digital delivery
- Lead Aconex set-up for new projects, packages and programmes
- Demonstrate configuration and governance capability valued by owners and PMCs
- Build a platform for implementation consulting and PMIS leadership roles
Recommended Next Course
Professional Competencies Achieved
- Aconex project configurationAdvanced
- Workflow template designAdvanced
- User, role and permission administrationAdvanced
- Supplier Documents and Packages set-upPractitioner
- Adoption and compliance reporting with InsightsPractitioner
- Configuration governance and change controlPractitioner
Talent Development & Career Opportunities
Distinction graduates of this course are typically considered for Aconex administrator placements on new project mobilizations, configuration and go-live teams on PMIS implementations, and administration cover on multi-project programmes.
Participants who achieve an overall assessment score above 90% graduate with Distinction and may be enrolled in the Arkan Talent Development Program.
Outstanding graduates may receive:
- Internship opportunities
- Exposure to PMIS implementation projects
- Mentorship from senior Arkan consultants
- Recommendation letters
- Career guidance sessions
- Candidate referrals to partner organizations through Arkan Talent
- Opportunities to participate in PMIS deployment, PMO setup and digital transformation projects
Disclaimer: Enrolment in the Talent Development Program and any of the opportunities above are not guaranteed and do not constitute an offer or promise of employment. Exceptional performers may be considered for future project opportunities based on business needs, individual performance, availability of suitable roles and client requirements. Referrals and placements remain subject to the selection processes of Arkan and its partner organizations.