BIM 360 Workflow- Project Setup
BIM 360 Project Administrators can manage project members and manage access to files and folders using permissions.
Suggested best practice workflows for Project Administrators are outlined below. We recommend that you build out a folder structure first, assigning attributes and title blocks to each folder, before inviting users to join the project. This will ensure that your team members are working with standard document templates within a structured folder framework, for smoother project delivery.
- Ensure your Account Administrator has set up your project(s). Only Account Admins can do this.
- Create folders and subfolders. Create a customized folder structure for each project. You can build multiple subfolders and assign separate attributes and permissions for each. In addition, two top-level folders called Plans and Project Files are created in each project. When you upload multi-page PDFs and 3D models to the Plans folder and subfolders, they are automatically converted into individual documents or individual 2D sheets.
- Add Attributes to Folders.
Attributes allow you to add detailed, customized meta-data to your files and folders. For example, you may want to add information such as document page count, description or provide details of phased project schedules. The customized attributes will appear in the list view as column headings, alongside the standard headings such as Document Name or Updated By. You can add customized text attributes, drop down lists or use the date picker to add a calendar to each document for detailed scheduling.
- Invite Project Members.
Once your folder structure is in place, begin inviting team members to your project.
- Add Title Blocks.
Title Blocks may be added at folder level to provide a standard document template for your project documentation. Once applied, each document in that folder will contain the same Title Block, ensuring consistency of documentation across your team.
- Assign Permissions to Folders.
Assign permissions to allow access to certain files and folders. Grant access to individual team members or according to role or company. It is recommended that you set up Role permissions first of all, as each team member is automatically assigned a permission according to their job role when they are first invited to a project.
Note: When creating a project and activating BIM 360 Document Management, Account Admins can copy project settings from an existing BIM 360 Docs project as a template. This lets you copy the folder structure from an existing project, and is a useful way to standardize your company’s project folder organization.
Best practice is to create a template project that contains a folder structure that you want to standardize. For example, create a project called “Project Template,” and set up the folder structure that you want your teams to use. Then when an Account Admin creates a new project, they can Copy the Settings from the “Project Template” project. See Create Projects and Activate BIM 360 Services.
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