Description
Key Learnings
- Discover Autodesk Construction Cloud.
- Learn how to get started with Autodesk Construction Cloud.
- Learn what you need to use the Autodesk Construction Cloud.
- Discover simple setup requirements and best practices you can use today.
Speaker
GARETH SPENCER: Hi, everyone. Welcome to this session about getting started with the Autodesk Construction Cloud. So one thing I want to start off with is most people have probably being sat there looking at Teams, Zoom calls, for the last few years. And so actually, hopefully, get in person would be great.
So one of the things I want to start off with is the Safe Harbor and make sure that everyone is happy with what I'm going to discuss. Oh, typical error that will typically happens, obviously, when you're trying to find something that's missing. Let's take another look. So here's the Safe Harbor. I'll give you a couple of seconds to read that.
So what we'll look at today-- I've got four key objectives which I want to try and cover in this session today. So first of all, I want to start off with what the Construction Cloud is and help you understand why it's there and what [INAUDIBLE] we're trying to achieve with it. But then we're going to look at how you can get started, and that's the biggest thing when you buy in any software is making sure that you understand how to startup.
We'll then cover looking at how we need to use it-- so the tools and functionality that you have and how you can utilize it on your projects. But then we're also going to finalize that with some best practice and simple startup requirements that you might need.
So just wondering who I am. My name's Gareth Spencer. I'm a technical consultant. I work for [INAUDIBLE] in the UK, which I've been doing for a number of years. So my background is engineering, and I've also worked client side.
But as part of my role, I work and help and support [INAUDIBLE] customers with regards to the Autodesk Construction Cloud and many of the products that were in the AEC Collection Suite. I'm also a BIM consultant where I help our customers understand and implement in their projects, organizations, and so forth.
So I want to start off just to highlight what the Autodesk Construction Cloud is not. It's not a common data environment. Although we draw down on many things, what it is, and how it is a common data environment-- and funnily enough, people tend to draw a little circle of what a common data environment is, so I thought I'd put a little box on the screen instead. It's not ISO 19650 compliant, and it's not going to automatically solve any of your problems.
I wish we could just press the magic button and everything would be fixed, but we can't. But what it could be is something that will be able to look at a solution, a way to help and do things more easily and more efficient and more effective. In the real world, a solution that we're trying to think about doesn't always evolve and be something that we would want it to be.
So as you can imagine, one of the key things in my life I have problems with is emails, constantly getting emails. I get notes, files shared with me, lots of different data. So one of the things I would like to be able to do is take that information and do something with it where I can easily manage that information better.
Now, what we need to consider is some things that we need to do. For the use of how we can solve our issues, especially on projects, consuming tasks, automating, and searching for information is a big long task that we obviously take into consideration all the time.
It may not support the everyday need for everybody, but one of the things that Autodesk Construction Cloud has-- and also [INAUDIBLE]-- is developing software solutions that start to help you to engage with all [INAUDIBLE] your customers, and actually, potentially, will have answers to those questions you're asking. They have a large development team in the background that help you build future [INAUDIBLE].
So what may not be here today could be here tomorrow, and one thing that we need to do is make sure we feed that back towards [INAUDIBLE], so we enhance the solution going forward. So this class is about getting started, so one thing I want to learn out of this is, it's not just, you buys the software, and hey, presto, you go.
But it's here for us to jump in and to find a new solution that can help us working on our daily projects and our daily lives. But one thing that I will say is a lot of people seem to criticize things for not being able to do everything that they want. But actually, instead, think about the things that it can do to help support you in doing your daily job and projects specifically.
When I first started using BIM 360, I didn't think it was that good, to be fair. It lacks functionality areas, but it was just basically document storage and more development was required. So what I want to do is I want to go through why the industry is what it is and what Autodesk sets out in Construction Cloud to be.
So before we start talking more about software, I'm going to explain to you a little bit about the solution, why it's here in the market. Along with many others might I add, the construction industry itself is certainly very fragmented, which has been a direct impact to us as an industry.
And the outcomes that we tend to receive and do on projects-- typically on a construction project, you'll find that multiple teams across multiple businesses across multiple phases of life cycle find this difficult, too.
So one thing that we need to consider is all parties, whoever that may be-- designers, owners, operators contractors, subcontractors, manufacturers and so forth-- use different software systems and platforms on a daily basis. And some Autodesk's software to date, they've found-- sorry, not software, research and development Autodesk have done.
They found that 25% of construction companies need five solutions or more when they work in projects. As you can imagine, that's a lot of different types of solutions that may not interact with each other or connect in any way, which makes the integration and the communication harder, and not to implement information sharing and capturing correctly.
So one of the key things here is, are they having the most up to date information at their fingertips? And this could be challenging, if not. So one of the things that we're trying to achieve here is although we communicate information in many different ways, whether that's in different file formats, by paper, by sharing it in different ways, by email, by conversations, by file sharing sites, like WeTransfer, for example, or FTP sites-- other ways that they can share information.
Now, I've not been on site for a few years now because of obviously what's happened with COVID, but I can bet you there's still many global organizations in the construction industry that are still doing it in traditional ways-- for example, paper.
So what Autodesk have done, spending time and resources to help with this-- it looked at the industry at whole. As we're very fragmented, one of the things is we waste a lot of time, which is a direct impact on our projects, which initially looks at the amount of time, the small waste doing certain activities, whether that's doing rework, whether that's finding information, whether that's trying to capture more data because the information being provided to them is poor, so making sure that we can actually work together.
There's been much of a disconnect in the industry with the amount of information shared in means and ways, which is, in turn, creating a lot of, first of all, wastages, security issues, and unnecessary people doing the work that they are not paid to do. But then also considering things like our projects itself-- so disconnect between the office and the field, for example, and also, the rest of the design team and people may be working on a project.
But then the massive impacts of business level-- for example, because informations are lost, it's having to be redone, and data is lost as well. It's hugely hugely reduced potential opportunities, such as a profile, could be visible on utilizing connected solutions, for example.
So the construction industry has a lot to learn with regards to being fragmented. So this is where the Autodesk Construction Cloud comes in. So let's start off. Autodesk, over the years, have spent a lot of time and money acquiring products and developing their own and enhancing those features that they currently have. They started out with things like BIM 360 and things like plan grid where they've acquired.
And then from there, they invested time and money into meaningful integrations to have a solution where we can interact with each other. So for example, we're not having to send out one application to another. We can seamlessly go through into a unified application in one single sign, which in essence gives us faster and more accurate information because it's all kept in one location. But collaboratively, together, we can all work as one team.
This is where the Construction Cloud comes in with a portfolio providing value for inspect inspection throughout the design, manufacture, build, and onwards into the operational lifecycle. This turns a fragmented industry into a connected construction industry. Now, we want to be more connected by enabling things like these solutions.
All parties that make work on the project-- does it matter who they are and what level they're going to be working to? But enabling them to be able to capture the information in a single location, embracing things like collaboration with meaningful workflows and phases through reconstruction from inception through art design, manufacture, construction, and then into the operational asset management or facilities management and maintenance.
As you can imagine, sometimes, what things can be like if we just looked into the black hole and think, oh, what's at the other end of that black hole? At the same time, it can be said for the information about the Construction Cloud, especially if you Google something-- million or one things come up.
So to understand what the Construction Cloud is, I can feel like I'm looking into black hole sometimes. I'm wondering, what is at the other end? Let's say Autodesk started our with BIM 360, which can be a bit of a challenge because the Construction Cloud has evolved. If we start talking about what BIM 360 was-- so initially, BIM 360 design has now become BIM Collaborate Pro.
BIM 360 Coordinate has become BIM Collaborate. Autodesk's BIM 360 Build, Cost, and PlanGrid have now turned into BIM 360 Build. BIM 360 Docs has now turned into Autodesk Docs. We have a new product, Autodesk Takeoff. Now, although I said it's evolved, we still have those solutions as a legacy product, which you can still use today.
Now, if we take the Construction Cloud itself, this was born out of those solutions and development from acquired products and still will be in the future. If we start off with-- we have a range of solutions, which are highlighted on screen, we can use. This is going to help multiple users connect multiple organizations and teams and projects through the cloud with a cloud-based application quite easily.
So just to start off, we have a number of data centers across the world. We start off in the Americans. There's a data center over in West Coast, and one in Europe, in Ireland. This allows us to choose the location where we want our information saved, and we can access it.
Basically, the differences are the web address. As you can see on the top right, we have the circle here, which is the Construction Cloud, and we have the links for both America and Europe, and the same for BIM 360 because we can utilize our license to actually access both systems.
The great thing about it is the Autodesk's solutions, which are all cloud-based, have been audited and certified so now we can access the information and we know they're secure. For example, with ISO 27001, ISO 27017 and 18 Certified, and those UK customers with cyber essentials certified, but also we have SOC 2, which has been audited as well. It's powered by Amazon Web Services, so we know that the information is going to be backed up in the same way.
Now, I want to start off. I'm going to use a restaurant menu as an example. So I know you think it's probably a bit crazy, but I'm just thinking, well, if you went a restaurant, you always pick and choose the tools and functions that you want to [INAUDIBLE]-- the food that you want off the menu-- not tools and functions, because it would be a bit of a weird thing to do in a menu.
So the same thing can apply here. If we want to buy our products, or choose our products, we can go in and actually select which ones we need. So first of all, we can buy starter pack, which is just Docs. We can go into the manage our information.
We can then look at utilizing things like bills. That could be to project management, cost management, and so forth. Let's not stop there. Let's go into things like BIM Collaborator so you can coordinate our information and collaborate with our designs.
But then if we go into Pro, it gives us an option, a bit of special sauce, [INAUDIBLE], so we can utilize things like Revit Work Sharing Civils 3D, and Plant 3D, collaboration with that. And even getting a dessert, where it allows us to look at utilizing our [INAUDIBLE] takeoffs with takeoff in 2D and 3D.
But then not to mention there is some further added tools and functionalities which I'm not going to cover in any detail today. But you can see here, we've got things like Assemble, BuildingConnected, PI-- or Pype, sorry-- Autodesk Cloud Connected, PreEst. And to top things off, we've got a bit of a takeaway here, we can utilize and access some information through PlanGrid mobile.
So let's start off with Autodesk Docs. So Autdesk Docs is a-- well, it's the independent product of the actual application total. It's a data management solution. So let's say it's like a digital bookshelf for your asset and your project information is stored.
It's not just simply an area for storing files, but it can also be a CDE if you want to, and implement it on a project. But also it could be your internal data storage for your project's information, or even just a file store if you need it to.
If we take that one step further, the great thing about this is in your AEC collection, you have a copy of Docs with no license. So it allows you to access the cloud data straightaway so you can document this information straight into the cloud and access it from anywhere you want on the go, and so forth.
It allows us to organize, distribute files internally and externally in one single environment Docs gives us the ability to set up our ISO 19650 information containers if we're going to use it as a CDN. Apply and enforce a new naming convention. It allows us to assign it to our project files and folders within the system.
We can also have approval workflows that align ISO 19650 naming convention. And then because it integrates with Autodesk software such as Revit, AutoCAD, Civil 3D, Navisworks, we can simply save our information data direct through systems in native format, which then gives us the ability to view our information.
We can report on information that we have directly through the Insights tabs. Oh, not to forget, using our license, we can still access our legacy BIM 360 projects we need to, or even start a BIM 360 project.
So let me move on to the next one, which is Autodesk Build. It's really important to highlight, first of all, if you buy Autodesk Build, you get Autodesk Docs as part of the license. So although you might say you get two for one, it's built into the system. It's your main core product that stores all your data information during the actual projects. But it allows us to access both.
Well, as part of this, the functionality is more and more than just Docs. It allows us to keep track of our projects, our latest project schedules, manage our files, submittals, and meetings minutes, manage things like project budgets, payments, forecasting. Cost module allows us to do that, which is built in to Build-- avoid costly rework, and identify constructability issues by standardizing quality inspection processes, standardize the visibility of safety information, and monitoring safety performances.
It also allows us to manage, and organize, and distribute, and share files between people throughout the project lifecycle. And we can streamline things like commissioning and handover at the end of a project. Oh, and again, not to forget, we can still access our existing BIM 360 build projects.
And then if we look at the next stage here, we have BIM Collaborate again because it sits on top of the Autodesk Docs. You get Autodesk Docs as part of a license. So as part of this we have BIM Collaborate, which allows us to keep our teams up to date with the latest information, changes and progress to our models.
We can automate cash detection. We can create, visualize, and manage issues, and generate shared reports, the whole task team members to review. We can control design packages with the right stakeholders. But then also we can access our BIM 360 design and BIM coordinate utilizing our BIM Collaborate licenses.
As part of this, we have-- and it's important to highlight this-- if we want to utilize the cloud work sharing for Revit, the collaboration of Civils 3D and Plant 3D, we have to look at using BIM Collaborate Pro what this does allows us to control the cloud work sharing need.
So, for example, synchronizing our model with [INAUDIBLE] on the project and keeping it in a centralized storage, where rather than keeping it locally on C drive or a hard drive internally or on a server, we can keep it in the cloud and one can access it.
It allows us to automatically, things like with our Civils 3D, lock the files, work with our data shortcuts, and again, access our information directly from the cloud in a similar way with Plant 3D. But multiple people can work on the file at any one time. With Autodesk Takeoff it allows our estimators to simply digitize the 2D takeoff, automate the 3D takeoff from things like our Revit models.
Update any necessary change is quick and easy with the tools and functions we have-- organize the takeoffs with things like classification packages, or document inventory list. This doesn't have a legacy project or legacy software. This is new software that was brought to market recently. But, again, because it has Autodesk Docs as part of it, you get access to both licenses.
And then we have how to access Autodesk Construction Cloud. This can be done in numerous ways. So the main thing is here, if you have a computer with a desktop or laptop, you can access it directly through a web browser. So multiple people can access the information at any one time.
There are a number of supported browsers, but it's recommended you use Google Chrome. Although I would recommend using Edge as well, which seem to work very, very well. Just make sure that you have the latest web browsers installed and up to date.
Again, we can access the information on the go either through a mobile device, any mobile phone or a tablet. And there's apps available in both iOS and Apple to download. So let's have a dive in. I'm going to jump out of the PowerPoints now and go into the software.
So as you'll see here-- I'm just on the opening screen. So this is what you'll see as a user. Now, I'm an administrator. So I can see and access everything. If I was just a member, I would only be able to see certain elements. So we can set and control how this is going to work.
The great thing about it is obviously we can list all the projects that we can see. And we can always go in and actually set up, for example, things like project templates. It'll give us the ability to, for example, if I go in here and start this project template, to set up default folder structure, add in people to the project, but also assign things like review workflows issues exactly how we want them to be.
So when the project starts off, just utilizing Docs as an example, it will set out the pertinent information as we need, rather than going in and setting it out. So as you can see, this one is currently empty. There's nothing in here. So if the project started, we wouldn't have any information.
But if I just quickly switch path, I'm going to type into the search engine here and go to a project which [INAUDIBLE] does have. So you'll see it on the bottom here. I'm going to quickly select that. And you can see how quickly I've actually access the information. I'm going to go into the files area.
And you'll see there should be a folder structure set up. So this folder structure just easily will be implemented into [INAUDIBLE]. And then when we start a project, it will automatically add this for us without having to go in and create the folder structure over and over again. So customizing this is only going to help you and reduce time when you're working on project.
So one of the key things is important that we can do this. What you will see here, I've set this up to work as a [INAUDIBLE] based on the ISO 19650 workflows. So if I just quickly just jump back into the slide there, what you'll see here on the screen is the ISO 19650 [INAUDIBLE] workflow.
So we first of all have on the left-hand side. So this is out of ISO 19650 part one, by the way. So as part of that, it talks about the principles of using a current data environment and setting up the workflows for managing information during the asset management or project [INAUDIBLE].
So what it's asking us to do is manage our projects information containers through a collaborative environment, i.e., [INAUDIBLE] environments, and then distribute them between all the people that's working on the project itself.
So, for example, when we're setting out our information, we would put it in a work in progress area where this is just visible to the organization who are going to produce that information. They would then check, review, or approve the information to transfer it over into the shared area where the information is approved and reviewed by other delivery teams or appointing parties on the project.
And then we have the published area, again, where it goes through a review and authorized process, where the information is then shared straight over into this server, which for example, would be looking at information that was authorized for detail design, and construction, or into asset management. And then having an archive area where we can keep capture of all the information of a trail of what's being produced on the project.
Now, one thing to highlight here is-- as well in the ISO 19650 standards part two, now, I know the UK do have a national audience. But not every country will have. And there has been some others that recently launched. But in the UK, it's part of a naming convention which came from the original [INAUDIBLE] suite of documents.
This sets out what naming containers must be. And this is what we can apply on our projects within BIM 360 and Autodesk Docs. As you'll see in here, this gives us a file name and container which must be outlined with regards to the name of files, which I'll show you in a moment.
And then we can add on some additional containers for metadata, for example, for the state, or status of the file, the revision, and also a classification system, which in this case is utilizing unit class. So what this will allow us to do is, whilst working in Autodesk Docs, we can have a fully-detailed system, allows us to manage our information in the work in progress area.
We can control what information we have, what we share, and also how it's improved and who improves that. Now, as part of that, we have a version in control, which allows us to actually capture every bit of information that's sent into the system, or saved into the system.
So that captures every version that we have for our records. But as you can see this is typical workflow we could utilize, going from work in progress, to share it, and back again, and then back to share it, and then potentially into the published environment.
So let's [INAUDIBLE] accounts and go back into the system itself because we want to know a bit more. And as you can see here, I was talking about adding people. Setting up for the structures as part of this. Because we [INAUDIBLE] administration, those people can control how this works.
Based around this, we can go in and set who has access to those. So you'll see here I'm going to go and add permissions. As part of this, I can go in and add permission. I go to Add, you'll see here I can Add the specific role. So I can state who has access to the work in progress area.
Now, I'm not going to do it at this high level. What I'm going to do? I'm going to go down to the low level here and go add permissions. Now, you see at this point, actually, already we have permissions. What you'll see, because the permissions work on add a User, Role, or Company base.
Because we set it as actual Role, you can see in here anyone who is actually part of that role will have those permissions automatically added to them, again, saving time for you to access your information. So as you can see, we can go around and set this to any folder we want or earlier within here. We could do it at the main area. And then it would apply to all the folders in here. If we apply it at a folder level, it will go down, inherited to lower levels.
A lower level cannot be adjusted, for example, down. But it can be [INAUDIBLE] to give more access. Now, as part of this-- I'm just going to go back into permissions-- and over here, you'll see the architectural technologists have the ability to edit. Because this is the folder, they don't have full administration rights because this is controlled by the document controller.
But in this instance, we could always reduce them down. So, for example, View, Print, or even keep them in Edit. And you can see there's different levels under each. we. Can always remove access. And this will remove access for that Role.
Once the project is set up, we could always add people individually or by company, where company will allow them. For example, if we assign an organization to a specific company, they can then control it with everyone having the same access rights.
So let's go into a project. So you'll see at the top left-hand side, this is our product selector. We can select all the tools and functionality that's been assigned. We're an administrator, and going inside the project admin, or accounts admin in this case.
At the top here, this is our project selected. So you can go in and you'll see the projects. Or we can actually see the hopes we may want to switch to because it allows us to do that. So, for example, if I switch into this first project, you'll see this is an example of a typical project.
Now I mentioned about the naming convention you'll see here. These folders have [INAUDIBLE] next to them. And the thing is always applied underneath as well, which we can change. So if you just go into the settings, starting up here, I'm going to the naming convention, you'll see we have a naming standard already applied. This is not applied by a template. This is applied to the project
And we'll see if I go on to Customize, what it's doing is looking at the specific fields that are going to be required as part of our project. So the project must be in a range of 2 to 6 characters and alphanumeric. For example, the originator has to be one of the codes in the dropdown. But we can always add to this at any point.
And, for example, the functional breakdown, you'll see here it's setting out zones and volumes on a project and so and so forth. If it doesn't comply, it will go into a holding area which you'll see in a moment. And down at the bottom, we have the status codes, revisions-- which again, we must be between 3 and 8 characters. And the classification which is in the UK is unit class specifically.
Now, as part of this, you'll see at the top here, this is our naming convention. Because this has already been assigned Current Edit List at this time. But we can define this at the start up. So if we wanted to add in any other fields, and see here, we have to do it at the start of a project.
So what happens? We select an enforcer on the specific areas. So, for example, I don't care about the [INAUDIBLE] submission files not being correct because we might receive some from a third party who don't give us [INAUDIBLE] planning convention. But, actually, the project information must be. So we've set it. So certain folders will be enforced.
And what'll happen is files of non-compliance will go into a holding area. So if I switch back out of here, you'll see we have all the files saved into here. Now, as a rule of thumb, we can go and file and save the files directly in here. Or we can utilize what we call a Desktop Connector.
So you'll see in here what it allows us to do is first of all, access the hubs that we need. In my case, I'm accessing my hub here. But then there also the project we're looking for. So you'll see here at the top, this is the same project. I'm just going to select it.
Go into the Project Files area, go into Working Projects, and go into Architects. Now, because I'm an administrator, I can see and access more information. As a user, you will not. So you'll see here in all the files it tells us the status. For example, these files are online, so the version history, and other parameters and fields that you might see.
We can always add further columns as we need to. So you can see in this instance, it's easily shown because the information locally without having to go into a web browser. So if I was to, let's say, update a drawing, now I can either drag and drop it into here, or drag and drop into the cloud.
So I'm just going to drag and drop this into this location, for example, here. So you'll see automatically it's gone in. And it's looking to apply the naming convention. Let's say I named this wrong at the beginning. You'll see highlights in the field in red because it doesn't conform. So we need to make sure that we select the right information.
We can see here we've got the dropdown. So let's say I put it here [INAUDIBLE] organization. I can easily correct this. I can have a status revision, and if I want to, the classification. I'm just going to do a Upload. And you'll see it's going through the process now.
Depending on the file size, it may take a little bit longer than what it can do with this instance. But as you'll see, the files now logging. The file, if there's another file here, which there is, it will replace that and put the next version. Because it's captured the information, what it's done, it's taken a text away from here and just can't remain on the left. So this is allowing us to access the information we need to.
So what you'll see now in here, I've added in the description. The revision is here because we populate the information. It's telling me the version history, which you'll see if I just close this down. This was the latest one I've just applied. I go into V2. You'll see we have two versions.
For example, if I select another file which has more, you can see there's more information displayed. So it's capturing the data. We can customize the attributes if we want to. We can also understand who uploaded the file and the date and time.
And if I just select, for example, [INAUDIBLE], so you'll see we can view the information quite easily. So here's mine. Plan view, and you'll see I can easily access information. Going around the view at the top, we have the version. And we can always switch back to the previous version. And you'll see it says not current.
We can also add in things like notes and markups. And you'll see in here someone's already added a note in here. So I select that. You'll see the information has been displayed. There's a correction needed regards to the actual code within the drawing.
We have a little mini map. You can see we can actually see inside the drawing. So we can easily move around. Actually, I found another one. There's a dimension missing here. As you'll see, we can have things like links to other files in the system. So let's say we want a link to the drawing because you want to-- [INAUDIBLE] reference or issues and things you've notified in the system.
We also, down on the left-hand side, have the ability to look at multiple views. So this is a single PDF. If we have multi-page PDFs, you will notice that we can access them by selecting in here. Any word that has a drawing that's been exported from AutoCAD, you can be able to switch on and off the layers.
It lists all the markups which are visible to either the whole project, so who have access to that area, or just yourself. And also we have issues. And we'll go into issues in a moment. But as you can imagine, we've got two drawings in here. I'm just going to switch back to current.
And I'm going to go to the compare functionality here. So I'm going to compare drawing 1 and drawing 2, so version 1 and version 2. You'll see on screen it is updated and it's highlighted in color. What you may find when a drawing isn't dated, not necessarily the information displayed in the title or the revision box is going to be correct.
Now, if I just pan down and see, actually this time is updated here relatively as null. So it's highlighting the changes on the file forms. So it's an easy way to quickly compare the changes I make and closes down [INAUDIBLE]. So I just go out of here. You'll see we can go use a side-by-side functionality. I personally don't like this one. I just prefer to overlay the files.
So back into here, we have the ability as well, for example, to export files as published, markups, and issues if we need to, which is a really, really useful tool and function. I'm just going to click onto [INAUDIBLE] down here. And you can see I can easily switch between files.
Now, Autodesk Construction Cloud has the ability to view all different files. So, for example, I'm going to select the FormIt file which is saved inside here. So if you were to use FormIt, you'll see there is a simple model. It's been created in FormIt from a concept. And then I'm going to switch over to the Revit model, which again we're saving to Revit were they're still working on design. And you can see it is a very similar model.
Which once you minimize that down, you'll see we have the ability to, again, look at the 3D view or the 2D views that could be shared [INAUDIBLE]. Revit gives the ability to share the information both 2D and 3D so you can capture everything in one file rather than go down to [INAUDIBLE].
You'll see here if I select issues on this one here, issue is pinned onto the screen. So we can pin issues so you can access this information. What you see on the right-hand side? We can put in the information specific to the issue that changes need to be [INAUDIBLE]. We can state what it is.
As we're going through the process, this can be open review or actually closed. But the description [INAUDIBLE] are all passing. Set the location if we have it. So you'll see in here we're looking at the building itself. We can identify the specifics. So we can go in here and specify where it is.
We can also set duration. So when it needs to be done by, actually start then. And also what the root cause is, and then not forgetting, again, we can add in a reference files. You'll see some of the functionality is not available, basically because that's not in Docs. That's in Build.
And then also we can have things like notes and comments down here. And because everything is recorded, we keep an activity log of information quite easily. Now, one of the key things is Revit is an expensive bit of software if you buy on its own. And if you don't have a license and not sure how to utilize it, it's difficult to view our models.
So in here, for example, we have the ability to go in. And I'm going to use my first person walk around. And you'll see here in the top we have a nice little minimap which we could walk around with. So you'll see here I've just moved it. So I'm on top of the roof.
I can actually walk around and have a look. So I'm going to walk into here. Now, hopefully, as I hit this open part, I should fall straight through because it's gravity. And you'll see here I just fell into the building. So if you've got a nice design model, and you'll see this one is very early-stage designs so there's not much in here other than floors, walls, and some external plus windows and so forth.
You can see, we can access the information. And we can easily walk around as we're going in our model, quite easily utilizing both keyboard and mouse. I'm just going to come out of that. I'm going to go back to my 3D view.
We can also things like sectioning. So I can go in here, take a section box through, rotate it around if I need to and [INAUDIBLE] again, given this functionality to see the information better. We can also open up properties.
So, for example, I would like to know the properties of this wall. I can select it. Because it's taking the information directly from the model you'll see it's populated in BIM. There's lots of things we can do within [INAUDIBLE].
If I go in and let's say-- let's put an observation in. So I'm going to go-- let's put one down here and say we need to look at this and say Observation No entrance-- cool. And then we can put some information into [INAUDIBLE].
So I'm to specify and assign it to a specific person, and identify Location, Main Building, Entry. I'm going to set Due Date. Let's say in a week's time, Start Date, which is today, and also identify the root cause, so let's say a design deficiency. That now is recorded. We'll see we have an activity log. So if someone comes back, they can update this information appropriately.
So we can easily access our data through the cloud. And you'll see we've got lots of different versions of files in here we can access. So you can see we can have different disciplines, different information. So, for example, we have a file here which has been saved in Civil 3D.
So if we go in, we will be able to see and utilize the surface in here. You'll see there's the mini map if I go into View and select 3D View, for example. And, hopefully, there we go. So there is the surface from [INAUDIBLE] 3D so we can easily access that.
You'll also see, for example, I've put another example in here. This is Advanced Steel. So we can access the Advanced Steel model in here again. We just simply switch to a 3D View. And you'll be able to see the Advanced Steel model that's actually [INAUDIBLE] into here.
So we easily accessed information without having to have an installed application to utilize. What you'll see, for example, we have a functionality in here. You can see we're working on the browser here because it's a capped specific application. We can access our information.
And one more thing I want to show you in here before I move on is we have a recap file with our point cloud and images captured. And you'll see what this is utilizing. So, again, we don't have to have it installed locally. We can access our information directly in the cloud.
And you'll see here, these are aerial shots of the site. And once it loads up, you'll see the information [INAUDIBLE] and off that site. So we've captured all that data. So, again, we don't need an expensive piece of kit installed on our machine to actually view the information.
So, as you can see, we're going to keep all this information in one location. We can have a review process. So, for example, if I go into reviews here, so there's some internal reviews. And what it allows us to do is share the information with different people, different disciplines, and so forth.
So if I was to create a couple of files and do a review, so if I go into here, you'll see only some of these we have our approval status. So let's take this architecture model here. And we select it. And I'm going to issue this for review.
So if I click on here, I'm going to specify that I want someone to review this. Now, because of our workflow, we can define this to go into another folder if we do approve it. Or we can just do an internal review. So let's just do a simple review.
So let's say 3D model for review. We can ask for the files if we need to, put notes. I'm going to submit this. And you'll see in here in a second, it's going to notify these people as part of this. Let's call this the latest model for review like so. Hit Send.
They will get notifications through the system. So I go into Review area. And you'll see we now have the model. I'm just going to pretend to be one of those, go in, you'll see the file or files listed. We started with you. And we access the files. So this will easily give us the ability to access information.
We can click on the file to review it. We go to the file Path. And we can have locations if we need to-- sorry, add Comments if we need to as part of this. We can also-- if there's multiple, for example, go in here, and we'll Batch Edit. And you'll be able to see we can set multiple ones to approve or reject.
Once done, so you'll see there's more information on the right-hand side. We can then submit and say we're happy with this, saying all good. Just keeping everyone informed for what's happened.
So this will keep a record of the information. What it will do now is capture that model or that file for a review to be approved on that so people know that that file is the most up to date and it's approved. We can also export a report out if we need to.
I'm just going to switch that location so you'll see the file 09002, which you'll certainly come to here, is now approved. So you can see and access that information directly through the system. We can share files within the system as well. So let's say I wanted to share these couple of files in here. I can select them.
Based on my permission levels, I can go Create a Submittal and say latest drawings for your information. You can define who actually has access to this information, setting those people by either User, by Role, or even by Company. So make sure we can set a correction one. Do Save.
What this is going to do is allow us to send it so I can-- these are just [INAUDIBLE]. We can also define, do you want the recipient to be able to see everybody or just themselves. Go Create. So this is creating an internal transmittal.
We also have the ability to share files externally. So, for example, if I go to share here, what you'll see is we can share the files with people internal. We can also share a link which could go to someone external. So this could be-- well, we can set a date range as well. So let's say I'm going to give someone access to this till next Friday.
We can also define which version is the version I send today or the version that they open it on or have access to. What that means is I can type in the recipient's email address, send the file to them. And they'll then be able to access that file from downloading it from here. Or we can send a link by popping into an outlook email, for example.
We could also-- and this is where it comes into its own a bit more here-- is we could sync this to another project. So you'll see here we can utilize automatic sync, so every time a file updates, it will be transferred to another project. If I was to select that, then select in here the specific project I want to go into. So let's find a project in here. So actually, let's just use the sample project here.
We can also define a folder. Now bear it in mind we need to have access to this folder in here. I'm going to select the HANDOVER folder. And let's go, and I'm going to go in manual as an example.
So you'll see here we've got these items. We've selected them. Now, as part of this, you'll see it's given me a warning. It's saying I can't sync them to other folders containing in the sync. So one of the key things is if there's something you can do, it will allow you. So when you can't do the [INAUDIBLE]. Now, that's based around the people-- sorry, the files that I've got as part of this to do it. So just bear that in mind.
In some cases, you can do something. In some cases, you can't. So if I have to remove those, I need to go through this step again. But it allows me to copy the information across. What I'll do-- while I work, I'm going to go back to that in a moment and show you a different way. It allows you to easily download and re-upload information. You can transfer multiple files really quickly.
What is-- is part of this here Bridge. So what it's doing is copying information either into this project or out of the project elsewhere. And you'll see here this has already been done by Robin as part of his. But he has not automated that process. So it allows us to transfer information back and forth.
Now that's Autodesk Docs. Let's jump into [INAUDIBLE] a project. Actually, before I do that, I just want to show you I've got an AutoCAD project. Basically, I've also [INAUDIBLE] I've utilized sheet sets, and I've set up the sheet set project here. In here, what it allows me to do is control the properties. The reason why I'm showing you this because I work with a lot of customers who have all together, and they have an AC collection.
So what this allows me to do is I set up the parameters within my sheet, with the attributes. I can input basic information for projects-- so the project number, name, and so forth. But then, it will automatically complete in every single drawing that we're seeing here.
But then, certain attributes we want to populate. So this allows me to access-- for example, let's try and go into the properties and change certain data. Oops, [INAUDIBLE] so going again. So let's say the draw revision changed to PL2. Let's go in here and change the file. It will update.
Now, you'll see it's not automatically updated in the drawing. I'm going to quick just switch between views, and you see that's automatically updated. So I can easily correct the information on that drawing through the sheet sets.
Now, because the file is saved in the Construction Cloud-- I'm just going to close this down and save it-- the file in here is read, and it's updated. So people can view the information in here. In a moment or two, the file that I just updated-- So I just switch back to AutoCAD-- you'll see here what it does. It shows you and captures information.
We haven't altered [INAUDIBLE] access here straight through the software as well. So you can see the information is captured. So the information can now be saved. And in a few moments, like we say, in here, it will update automatically. Now, I'm not sitting here and waiting for that to happen, so let's just move on.
So let's look at this other project. Again, you'll see it's very similar. We have the holding area that's actually highlighting some files that are loaded that are not compliant yet. So we can go in and edit that. But you'll see here, this is just a different name in construction.
Now, what we have here is the collaborator. So what we have is the ability to collaborate with our information. So we have BIM360 Design and Coordinate, or BIM Collaborate, or BIM Collaborate Pro, we can access the information and utilize that. Now, I've Workshared these, so I'm utilizing the BIM Collaborate Pro version.
So I just want to go back into the slides and just go through a bit more with you. So allowing us to actually utilize the worksharing we need to use BIM Collaborate Pro I mentioned. So this allows us to work in a centralized model, and multiple people can access and work on the files.
The same thing in Civil 3D. We can manage the projects in the cloud. We can create, consume data shortcuts, automatically lock the file, and look at change management, in a very similar process with BIM Collaborate. So once we do, [INAUDIBLE] we can share project views, or project reviews can be done, and we can seamlessly approve of workflows as well with the files-- very similar.
So we jump into the Revit side, which is commonly what we utilize. We have three ways where we can link information. The first is utilizing our Work in Progress Zone. Now, this is an area that I wouldn't recommend. Based around, if, for example, both the architects and structural engineer are working on the project, I don't want to be able to access the structural engineer's working model and vice versa, because that's their environment. They are controlling the information.
So you'll see here, this allows me-- let's say I'm a structural engineer-- to access the live model from the architect. For me, this is not the way I would work, but it's possible to work this way. If you want to. So for example, every change that is updated, will be accessible by the other party so they can access the information. [INAUDIBLE] and permission levels that you would need to consider so that you can access that data.
The next option is shared. What this allows us to do is, for example, I'm the architect. I can share my data. So I'll take a copy of the architecture model and push it into the shared area, which on my case down the bottom I've done [INAUDIBLE] is the Design Collaboration folder. Then, the structural engineer can do the same.
But what it does, you may share that file multiple times a day, week, or month. The actual structural engineer can then link that shared file with the basic permissions that they may have and access the data. Because you're not sharing every single save, you're only sharing specific information, that can easily be captured and more controlled [INAUDIBLE].
And thirdly, we have the consumed option. Works in a very simple way. You're updating your model in one location. You're saving a copy or sharing a copy to the shared area. But then, the other discipline have the ability to take a copy and put it into the consumed area, which they can link. So they're actually reviewing the information, capturing that data but taking a copy of that information and choosing which shared file they want to use. So that gives them the ability.
Now, as part of our [INAUDIBLE] principle, I have some models already created. We'd set up the project [INAUDIBLE] to do this. So we jump into Designer. And you'll see in here, we have, at the top of the screen once it opens, a nice little switch which allows us to access the files based on the permission levels we have on the right. And it's called Little [INAUDIBLE]. So this has all the files that have been shared, and there's different settings or-- so [INAUDIBLE] things, shared options, so you'll see different colors and shapes in here. And if I come across here, you'll see I can access the files.
Now, publishing files can be controlled either through Revit or in here. So for example, I'm just going to switch into Revit in BIM. And if I go into this project, so I'm going to type in here, and you can see I'm easily and fast accessing the information that I need to mirror to the architect [INAUDIBLE]. And you'll see, because we've workshared these models, you'll see both these models have been published and they're up to date. So we do have the latest copy in the cloud, and we can access it.
So we switch back in. What you'll see in here, where the file is highlighted, certain things have happened. So for example, as the architect, we can share or publish new packages at any time. So if I just go across, you'll see there's a date and time range. I'm going to share a new package.
What this allows me to do is select the file or files I want to share. We can do this by documents, by model, or set. So you'll see in here, we have a number of them already defined. So what I'm going to do, rather than share a specific, I'm going to go to Model. And can you see, there's different models in here already.
So I'm going to select, let's say, let's do two models here. So I want to save. And what this is going to do is now give me the ability, once I've set the title and set share-- so I'm going here. Let's just say latest model package, information, or whatever you want to put in here, specifically.
So we're sharing this for other people to work. So this is more of the consumed way, rather than live linking or a shared environment. So what you'll see is it's going through the process, and now we have a little circle here which is telling me that's the latest package that's been shared.
Let's say I switched to the search engine here. You can see in here what they can see slightly differently. But this time, you can see there's the architecture shared environment. What that does, if we select it, it gives us the ability to consume a copy. What it's going to do is take a copy of those files, and it will consume, and then take a copy, and transfer them over to my consumed for my project. So in a second, we're going to have access to them.
Because we have access to our issues through here, and the issues applied in here or in our BIM-- sorry, in our Docs area, we can see them, a nice little feature that I like here is, for example, as you're uploading information, it does tell you here the actual project status. So if you had a problem, it will highlight it.
Another one, again, nice little function, a little Watch group. So for example, if changes happen within the model-- and in this case here, we've cited the architect's walls. It's highlighted there's been eight changes in this model. And I'm going down a little further. Hopefully, it will show the information on the [INAUDIBLE], showing the walls, and it's highlighting basic walls have changed. So I quite like the functionality that I can do there.
We can set up our meetings. What this allows us to do is set up our meetings in a digital form, in an environment where we can access them all. So you'll see here on the left-hand side, we have meeting in progress already. So this is a weekly project meeting, and going in, this is the first meeting here. And can you see, we can define what the discussions are.
We can set out specific dates. You'll see [INAUDIBLE] on the left-hand side. Ah, sorry, this is meeting minutes. This is one that's been closed.
We can assign it to people who are on the project. We can take a register of the invitees as well. So if I just switch to the most latest one, so you're seeing here, this one's live. This one's out of date now. It's overdue. But if we're going through this, we can assign due dates. And let's say, for example, in a month, we can go in here, attach files, and reference files in the system.
We could always assign someone. So we can go in here and say, all these people are being assigned to that, and they'll be listed here. So it's basically a [INAUDIBLE]. And as you go through the process, if we change one of these two, say closed, it will remove from the next section of the meeting.
We can also add in things like the location, adding links to using Zoom or Teams. We can create follow-up meetings, which this one is, send invites and so forth, and, actually, add people to the meeting room, and take the register as well who's attended the meeting. So we can do that. So we can continuously have meetings, it's captured in one environment, and we can easily update that.
Now, if I just switch back into the stocks environments, I just want to show you what I did earlier. So basically, when the architect shared a copy of his model, it went to the collaborator area under the Architecture folder. And you'll see in here, there's the date and time that we shared today. And then, if you go to the search engine, because they've consumed this, they have access to both those files here. And again, if I just scroll along, you'll see date and time. So it allows us to capture that information, and the structural engineer can now link these two files directly into the system.
We have the ability to look at things like clash detection. So I'm just going to jump into here. And you'll see, we have a set of models, and actually some of our clashes.
So one thing to just be aware of this, because, obviously, this has got to be a bit of work to do when you've got a new model, you might be sat there wanting to wait to type the information in. What we can select, for example, Revit files, Navisworks files, and put them into here. I'm going to take this architecture model and this Navisworks file, and I'm going to view them.
So this is going to look at doing a clash against each other. So first of all, if you're a Navisworks user, you might have seen how we can coordinate information in Navisworks, and actually done some clash detection. And first things first, before we do a clash, we can see the models are not coordinated properly.
So we can actually go into the Transform view, selecting the model we want to, which is the [INAUDIBLE] model here. And can you see, if you know the coordinates, we can go in and set them. Or, we can actually set the coordinates from the other file-- hopefully, this is correct-- select it, and you'll see it's quickly repositioned in the right place.
Now, I need to save, though, and that will take a few moments to make sure it's in the right position. But you can see here, we can easily correct the position of model if it's incorrect. Now, what I'm going to do, just to save a bit of time, I'm going to switch out of there, take off this model, add this one in here, which is the same model, but in Revit format.
So you'll see, when it opens up, hopefully, these two are coordinated properly. There you go. We can access the model now. So I'm going to zoom in, and I'm going to see the files.
So I'm often on the side because this does [INAUDIBLE] see, it's actually pinpointed the issues. Everything that's highlighted here is an issue, and then this grayed out isn't. So first of all, we've got the prime model, which is the architect, and it's clashing with M&E.
We can group elements in here-- by object, for example. You can see here, we can go through and do that as we wanted to. You can set the clash distance. So for example, is the value plus or minus? Are the units meters, millimeters, or inches?
And if I select-- let's, for example, this clash here, which is three elements. And I maximize that, we've got the casework, the T, and the elbow. And if I just quickly rotate around, you can see the actual clash there.
Now, because this is a clash, we could do one or two things here. We could say, as part of it, we'll just select-- oops, so if I select those three, we can go and create an issue. And then, actually, what I want to do is I'm going to look around, see if we can see that there. I'm going to go in, and I'm going to place my pin, and we go through, add in the issue information then.
So again, this is creating our information, and it's adding the issue. So this might take a few seconds just to populate. There you go. It's put a title for me automatically, and they've filled out some information.
We can assign it to relevant parties. Again, put a due date. So let's give them, let's say, a week. Say a start date is today. Recourse, we'll say, [INAUDIBLE], so we capture that information. And we can have comments in if you wanted to.
So that's going to log with that issue [INAUDIBLE]. Now, what it's also, it's got a screenshot capture, and it's captured in the system. So when you go back in or, someone goes back in to do some corrections, they'll be able to see that directly.
Now, one thing about issues. It actually works really, really well if you have the issues [INAUDIBLE] for Revit, for Navisworks, where you can go in and make those necessary changes. Let's say, let's collect this one here. And you see, it's highlighting the clash. And what I'm going to do this time is select it and say, you know what? Although that's highlighting, it's not an issue. I'm happy for that to select those.
So it's a valid interference. OK, we'll disregard that from this model here on are these models now, and the clashes. And actually, next time around, it shouldn't actually take it into consideration.
Now, if we come out to the model here, and go back, and go to clashes on the left-hand side, the first thing you'll see here is a list of all the models on the left-hand side and across the top. And then, for example, excuse me, it's referenced in both. It will highlight how many clashes there are with those models. Nice little feature.
As you go along across the top, we've got the ability to look all the assigned issues, any closed out clashes. You can see here, there's a couple. So you can always select that and bring it back if needed to be.
Again, we've got meetings, interviews that we've captured. You'll see them here. They'll be listed on this view as well.
So that's it. It gives us the ability to work with our BIM collaborators directly in the system. So next one, if we just jump into a Build project-- so this project, again, if we go to products [INAUDIBLE], we have access to a number of different systems. So for example, Docs, BIM Collaborate, so the design collaboration, model [INAUDIBLE], build, and cost.
So again, we've got the folder structure and all information in here. So I'm going to switch over to Build. Now, Build is the main product that allows you to access the information, whether you're in the office or in the field. So this is our open screen, and we can access this information directly through a web browser or a mobile device. Again, we can do [INAUDIBLE].
So what it allows us to do, for example, we may share packages of works of information or drawings. So we have a sheet server. So we can capture them-- let's say it's a set of information that's maybe shared by the architect engineer or contractors, or subcontractors. So they're going to share multiple files, all at once.
So you can see here we've got-- we can have tags. It captures the actual drawing number and drawing title. But then, also, we can assign it to a version set, which we'll say E. So people can access and just view the files as they need to make any comments, and reviews, and so forth.
We can still access the Docs area from here. And you'll see, we have the files there. If we wish to publish the file to Sheets, we can simply go in, let's say, in one of the folders-- let's go into the [INAUDIBLE], and I'll do a drawing. I can select that, and I have a Publish button to push the sheet in.
And we can automatically upload the files from our desktop once we have access to the Issues area. And if we're looking at project management, we can access the forms and checklists that we might have set up.
So I've already got some already ongoing. But what we can do as part of our templates, so if I go into here, you'll see I just select one I've already created, and [INAUDIBLE] modify. So we can create a template so we can utilize it.
First of all, this is an example, one, so a set of projects. We can add a section in. We can add relevant fields-- for example, equipment, materials, notes, and so forth. So basically, these can be simple questions.
There's a text answer, a dropdown answer in this case. This is a pre-configured response-- i.e. yes, no, not applicable-- or even further, again, drop down, we've got a number of responses we can do-- for example here, multiple selections or dates-- and we can have, for example, a signature. Any further questions that we might want to add on as well, which gives us the ability to work with the system. So someone can just open this up, again, in the cloud or on a tablet or mobile phone, and utilize it.
We can also, if we have PDFs, we can upload a PDF, and we can utilize it. So you'll see here, this is an example. This has a PDF which has been uploaded. So the PDF, if it's intelligent enough, i.e. it's editable, we can actually tick boxes of field information. Great. If not, we can utilize the tool to write text on the top and use the pen to draw information on.
So let's go through and create a form. So go in here, you'll see we can have a choice of slides in the form. Here's an example. Let's select them.
And you'll see, when we go in, this is the editable PDF. So I have the date on the left-hand side. We can set location and descriptions, attach list of files.
What you'll see, I hope this is a recurrence as I go through this. We can reference files from different locations-- so for example, photographs. So let's say we've taken a photograph we want to link this to. Let's say this fan here.
We can also go in-- let's say I want to link this to an issue, because this is specifically for an issue link. So again, it's linking.
It could be, actually, it's linking to, maybe, an asset within the system. Again, that [INAUDIBLE], and it's added in. So this is connected. When we go into those systems, will be able to see the connection as well.
So let's say I'm on the job site, project name, new office building, location, date. And you can see [INAUDIBLE] information. Again, we go through all this data in here. So I'm going to put in my name here and so forth as you go through. Oops, shouldn't have copied all that in there, but hey.
So you can see, it's actually copy and information driving across. So let's just delete that. [INAUDIBLE] that data.
But we can go in, add all the information. If we've not finished this, and we're going around and doing things on site, we can submit.
So if we have finished, we can hit the Submit button there, and then it'll be submitted as completed. So if this is still editable, because it's intelligent, we can go into the rest of the fields if we need to. So for example, we could go on and tick these boxes if we need to.
As soon as I hit Submit, the form is submitted, and then we can utilize that now in the system. So it's successfully submitted, so someone can utilize it. And if you go back to the forms area, you'll see that form should be at the top.
You may have noticed at the top, we have the ability to filter information. So I can do it by date range, for example. Let's say I want to go back to 1st of June. The end date is here. I want it to be today, which is the end.
So what I can do, we've got the status here, the draft submitted, going to filter, and actually, we'll reduce the list and so forth. We can do that. So we can also export out reports of things as we go through.
So you can see, it's easily set up. I'm just going to go into the CDE one, which is a copy of the one I created earlier. And you'll see again, it's been filled out completely. But because it's not a PDF, this will utilize the system [INAUDIBLE].
Now, if I switch back to Photos, you'll see in here, it captures the information. So if you upload a photograph, or you capture a photograph-- let's say this one here-- it doesn't just take a photograph. What it does do, if you're utilizing the mobile device and you've got GPS location switched on, it locates where you want.
It also helps with asset tagging. So for example, here you see some asset tags. We can add them, or, utilizing the AI in [INAUDIBLE], it gives the ability to access that information. So let's just go back, and I'm going to capture this plug socket here.
So what it's done, I've not had any tags, but it said it's electrical. It said it's switches outlets in a wall. So it's captured the information for me quite easily.
Now, if I just switch back, remember earlier, [INAUDIBLE] this one, I selected a reference. If I click here, can you see, it's referenced to that form now, and it's actually referenced to other things as well. So you can see, you can easily capture that.
If I click on the map, you'll see in here there's some pictures over here. So the sites across the world. If I go to this site, you'll see there's eight here and three here. And actually, zooming in gives the roads. So easily, it captures the information.
We can set things up, requests for information. So packages, that's just work that we need to be carried out or information that needs to be carried out. And you'll see here, there's one that's been requested.
You can ask a question. There's been some information gathering, sharing between each of them there, and you can see the certain references attached. We've also got things like submittals. So as part of this, what submittals allows us to do is things like packages of work. So we're actually creating information as we go along, and we're submitting it to the required data.
So as you'll see here, if I go down to one here that's closed, so with this one, as you can see here, someone initially said they wanted to [INAUDIBLE] specification information for the reinforcement. So they went through some attachments and information that's been shared with all the rest of the people. And we can set things like dates as well and reference information. And because we have a log, it's there.
We have access to our meetings again so we can access them. We also have the Schedule option. So this is a really good functionality which allows us to bring in our schedules from external. So although we're not building a schedule here, we're keeping the schedule information as we would in the software that's developed for it, and it allows us to connect our information together.
So you'll see in here, for example, if I select the foundation information, it's given us that data. We can put information and comments in here. We can reference this to certain parts of our project. And also, if there's any updates to the schedules, we can bring those in and capture [INAUDIBLE] information as we want to.
And if we're looking at things like commissioning, we have the assets data. So what this allows us to do is capture all the asset information. So as you'll see in here, we have an asset list with populations. And as we're going through, we can capture the data.
So as you'll see here, this one has been captured. Now, as part of this one, it started off its name as a Boiler 01 or, sorry, Boiler 03. But now, after going around and doing commissioning, it's now changed its name to its asset number that it's going to be when it's managed by the actual asset owner.
You'll see we've got statuses, so we can specify this, and this is customizable. We can go in and select categories as well, which is going to be assigned to a location. We can assign a barcode to it. So for example, if someone walks around and scans the barcode, it will take into this asset information.
We can also put external parameters onto this as well, but we might want to establish an [INAUDIBLE]. Again, this information can be copied into here, utilizing the tools and functionality we have in the background. We can [INAUDIBLE] link references and actually have a log of that data. So it's capturing all that information.
And the final thing I want to show you before I wrap up is I just want to quickly look into Takeoff. So Takeoff is a very, very simple package compared to the others. What it allows us to do is utilize our sheets and models to actually take information off.
So you'll see in here, I have some sheets. I also have a 3D model. And for example, if I just select a sheet, it will go into the view itself.
We can then define what packaging is going to be on there. So for example, this could just be a floor layout. So if you go in here, you'll see we have a list. If I went to, for example, Architectural, we can specify what the package is, and actually what the type is.
In this case, you'll see, on this drawing, we've taken off the area for the floor. We've also captured the numbering of-- how many numbers of doors there are. So what it allows us to do is do a take off.
We can assign a classification. So we can apply to it if we want to, as you'll see here. Or we can do things like early takeoff, quantitative takeoff, linear takeoff-- so let's say the length of the wall. And if I was to switch to my model, which I'm just going to mark out here, so you'll see we have a 3D model which is from Revit. We can utilize the quants to take off out of here.
So what this allows me to do is select elements in the model. Again, I'm going to use my [INAUDIBLE] on the left-hand side. And you'll see, it's already selected elements. You'll see, it's changed color.
But if we use this functionality down here, can you see, we can actually extract that information out. And if I zoom in, for example, I wanted to do a take off of that. So if I just go in here, I'm going to select my BIM. It's going to give it this title. So let's call this [INAUDIBLE] window, for example.
Set as classification, we can go in here. I've utilized-- unit class and then I'll run it here. But we don't have to. Let's just go in here. You see it's selecting, and it's got count in here. So it's going to count each one.
So for example, if I just start take off now, you can see it's highlighting [INAUDIBLE]. But what I can do, quickly right-click, right-click, sorry, search all the other instances. Oh, look, this is four in total. I think I've got that. And I can go around and do the rest of the action model itself as an instance.
The reason why I'm doing it this way is because you can easily see all the components, rather than utilizing the model as a model. So we can also look at the inventory list. And you'll see in here, here's our list of our inventory, which we can export out for Excel. So we've got all that information.
So that is a fast and furious overview of the system. Now, as part of this-- Oh, look, that little monster's back again. Autodesk are forever developing the system. So one thing that you might not see today is certainly going to be there in the future.
So from our point of view, the solution is always adapting and moving forward. And Autodesk spend a lot of time and money developing the system and constantly getting updates. So every quarter each month-- sorry, every quarter each month-- every quarter throughout the year, there's major updates, but minor updates in the background all the time.
Before I wrap up, there's 10 takeaways I want to highlight to you, and some best practices. First thing to do, get an expert to help you set up. It doesn't take too long to set up, but if you're spending the time to do something which could take you 10 minutes, 30 minutes, an hour, two hours long, everyone has to figure out what they're doing. It's best to get someone to help you to reduce that amount of time, because you can be up and running in a matter of days or hours in some cases.
Putting an implementation plan together so you know what you're doing and why, and setting out an action plan for this and mapping it out. Don't try to replicate what you've got, because AEC might do something better. And select the correct service. So for example, if you're in the States, maybe you can use [INAUDIBLE] over there. Or if you're in the European market, use the server there.
Set out who's going to be the administrators. Don't give everybody administration rights. You might have people in your organization that could mess things up and cause you problems. I always recommend between two and three as a minimum. If you have an external party like myself who can support you, it's worth having them in at least for a few months while you get going.
Set up some project templates so you can automate the process at the beginning. Test-- so even get yourself a trial version to start off with to get used to it, and then also set up test projects to help you figure out how things work and test how it works, specifically for you.
Always review. Keep sure on top of things, making sure that you're up to date with the relevant information as part of this many changes. Get some training. Get everyone educated. It's better to spend the time doing training than leaving everyone to figure it out.
Because what you'll find is people will go back to old ways of working. They won't necessarily follow the right workflows. They may cause more problems than actually doing things.
Consider using it as a file sharing environment. So for example, because it's a secure way of sharing information, utilize it, and you control the environment. Don't, for example, download and share it [INAUDIBLE] means.
It's going to help you to utilize it to, I don't know, capture the information that you need to share to your clients or your design teams. But then, also, you can store things like your Revit files, your templates, your CAD files in there, because it allows you to have access to the information.
Now, [INAUDIBLE] I said, this is a great way to have takeaways from this. But one thing I will say is make sure you keep all your software up to date. The Autodesk Construction Cloud updates in the background, but things on the desktop-- for example, your Revit, your AutoCAD, your Civil 3D, the Desktop Connector-- always needs to be updated by either yourself or an admin.
Make sure it is. It can cause you problems if it's not, because things won't necessarily run smoothly because they may conflict with the online solution. I have seen that happen a couple of times. Basically, the versions of Revit that people were using, one was using 20.1, some was using 20.2, and actually, it caused an issue. So just bear that in mind.
And finally, just before we wrap up, if anyone's got any questions, please feel free. If anyone asks a negative question or a really, really difficult question, you have to give me $100. So I hope you find that useful.
Thank you very, very much. Here's my contact details if anyone's interested in getting in touch. I hope you had a good session. Enjoy the rest of AU.