The Top 10 Things You Need to Know for BIM 360 Field Management

JASON BOEHNING: All right, well, welcome. Yeah, a lot of people are coming from lunch and I think there's kind of a short turnaround. So thank you guys for being here. They'll probably be some more folks coming in as we get rolling here. But once again, thanks for being here. Welcome to the Top 10 Things You Need to Know for BIM 360 Field Management.

So if I hadn't had a chance to meet you, my name is Jason Boehning. I'm an AEC consultant for 4D Technologies. So essentially what we do is we help people be successful using the software and the tools that they have. And so that involves creating custom learning curriculum, optimizing workflows, creating automation tools, and so on and so forth.

You may also be familiar with our CAD learning products. And so I also oversee the development of our CAD learning products related to building design and construction. But today, we're going to be looking at an overview of BIM 360 as it pertains to field management.

And so I know that there's a lot going on in the BIM 360 world today. Autodesk is pouring in a lot of attention in to BIM 360. And so I don't know what all you've seen, what all you've heard but this is a beginner level class to just dig into it. And so my goal is to kind of show you the nuts and bolts of what's available.

It's like I said, you've seen a lot about well, BIM 360 can do this and it can do that. But what I hope to clarify today is what is it? What can it do? What can it not do? And really dig down into some of these workflows.

So here are the 10 things that we're going to cover today. So we're just going to start out kind of high level and then we're going to go into some specific workflows. And so we'll look at just a general overview of BIM 360 and then we'll look at the administration side and how to manage those accounts, how to get projects set up. And then we'll look at the document management aspect of BIM 360 and that could be a whole class on its own.

And I know there are classes here on document management so we'll just touch on it briefly. And then we'll look at some of the field workflows pertaining to RFIs, checklists, issues, using daily logs, and then we'll look at using the mobile apps. We'll kind of touch on that along the way too. And then we'll look at third party tools and custom integrations.

Real quick, before I move on. So just kind of where we're going-- I know that if you're sitting here and you're like, oh wow. This is not what I was thinking this was going to be. You're not going to hurt my feelings if you just slip out and go find another class.

I know that your time is valuable. And so I want you to get the most out of this session. But if this is what you expected, then great. Let's dig in. Hopefully, we can have a little fun along the way. And I really hope that you can take something away from this.

All right, so let's go ahead and just jump right into it. So the first thing you need to know about BIM 360 field management is first off, what is BIM 360? And then how can it be used for field workflows?

So I'm sure you've seen this graphic quite a bit. And so essentially, BIM 360 is a single cloud platform for project delivery and construction management. And so there are many aspects to BIM 360 but one thing that's important to know is that it's built on the Forge platform.

And so the Forge platform is basically just a set of APIs that allow programmers to connect into it. So you can pull project data out of it. You can even create tools that can stack on top of BIM 360, if you will, and work inside of it. And so that's the great thing. What Autodesk does is they build these open platforms that can be connected into.

So it's the same thing with BIM 360. It's built on Forge so that all of your data can be accessed and you can build tools to run on top of it. And then there's obviously lots of other tools that are here. And those things are referred to as modules. And so there are several modules that make up BIM 360.

And so like I said before, it's a single cloud platform so everything in here is connected. So let me touch briefly on classic BIM 360 and Next-Gen BIM 360. How many of you have heard classic BIM 360, Next-Gen, BIM 360 Field, Build, all this stuff, right? Has anybody got that all figured out? Anybody say, I understand all of it? Anybody kind of confused on some of that terminology? Some people, OK. OK, great. Well, let's kind of clear it up.

So BIM 360's been around for a while and they started out with essentially standalone products. So there was BIM 360 Glue, there was BIM 360 Field. There was Plan and Ops and all these other programs. These were kind of standalone tools, if you will.

The Next-Gen platform, as it's referred to, is it's all connected. Meaning, all the tools are integrated together. So think of it like this-- not too long ago if you wanted to watch TV or consume some type of content, I'm sure you had like, a DVD player maybe some type of cable service maybe even an antenna to access local TV. And so you have all these separate things, right?

I want to watch a movie. OK, put it in the DVD player. Oh, I want to watch a live sporting event. OK, let's turn to the cable box, right? So it's separate things. Now, there are these streaming services that it's all together. It's all in one package. So you want to watch live TV, there it is. You want to watch a movie on demand? It's in the same platform. You know watch one of your shows on demand? It's the same platform.

So use that analogy, if you will, to think about BIM 360 today. Everything's connected. You want to upload some documents and view those on your mobile device? You can upload it to document management. You want to create some field issues and some checklists to track your workflows in the field? You can do it in BIM 360, it's the same platform.

Same platform that the engineers are using. Same ones that the foreman in the field are using. It's just using different modules. Does that help? Does that help kind of clear up just a little bit? Anybody? Anybody? Awesome. OK.

It's like I said, it's all here so you can access it all from inside of BIM 360. Now, just to clear up a few more things-- subscriptions. So you don't just get a subscription to BIM 360. There are several options for subscriptions.

And here are the four that are available, or at least that I'm aware of today. So there's docs, design, Glue and Build. So wait, you said Glue was a classic product. It is but it's also a subscription for the Next-Gen BIM 360 platform as well.

So basically these subscriptions, they just control which modules you have access to. So the one we're going to focus on today is BIM 360 Build. So it includes field management, project management, document management, all of the admin stuff. And then it also includes classic BIM 360 Field.

I don't know where you're at today. Let me just kind of take a quick poll here. Quick show of hands-- who has never used BIM 360 before? We have a few folks. OK. How many are using one of the classic products? OK. Who's using the Next-Gen platform? Got a few people. OK, great.

All right, so yeah, just to reiterate, if you have a subscription to Build, you also get classic BIM 360 Field as well. All right, and also another thing to point out, and this was kind of confusing to me. And I had a sales rep explain this to me as far as the subscriptions go. But they are based on seats in an account.

So if your organization gets a subscription to BIM 360, you get an account and there's a certain number of seats in that account. And so that was a little confusing to me because I sometimes think of well, I have a subscription to Revit or I have a subscription to AutoCAD. So I have a subscription to BIM 360 but that's not really the case. Your organization has a subscription and you get an account and then, they invite people into that account.

So let me use another analogy. I have two young kids. And so when we have a birthday party at some gym or whatever, some kids place, I pay for a birthday party for a certain number of kids, right? Let's say, 20 kids.

Say my neighbor, he has a birthday party and all the same neighborhood kids are coming. Well, he's also going to pay for a birthday party for 20 kids even though maybe 10 of those kids are going to go to the same birthday party. It doesn't matter what these kids have access to in terms of subscriptions you're paying for them to come to a birthday party.

Same thing here. Your organization gets an account, you're hosting projects in that account, you're inviting people to come into that account and work on these projects. If another organization that you work with wants to host projects and they get a subscription and some of your people in your organization are going to work on that project, well, they're going to be also in their account. So does that make sense?

So it's not about individual subscriptions, it's just having an account with a certain number of seats where you can invite people in. So that's important to know because if let's say you're a general contractor and you're going to host projects and you're going to have your subcontractors in there, you need to make sure that you have enough seats in your account so that you can invite them all in and they can all work on this project. Does that make sense? OK. Awesome.

All right, last thing in terms of general overview. So I don't know if you guys received an email from me. It's been a couple months ago and not as many people were registered but I sent an email out to you guys and just saying, hey, what are some of the things you're looking for?

And so a lot of the questions were well, can I use it on a laptop? Can I use it on a tablet? Can I use it on a certain device? And so just to kind of clear up some of those-- so you can use it on a desktop computer in your office, on a laptop computer in your office. You can use it on a laptop out in the field.

And then there's also apps. There's mobile apps that can be used in the field on tablets and on smartphones as well. And so we'll cover all that today. If you have a Surface Pro, you can access it just like you would in a desktop computer. Access it through a normal browser like, Google Chrome or Firefox or whatever it may be.

All right. So the second thing you need to know is how to manage accounts and create projects with the account admin module. So let's talk about account admin a minute. So when your organization gets a subscription to BIM 360, you have access to an account.

And somebody needs to be an admin in that account and control things like members and then other account admins and companies. And then they're also going to create projects and get projects setup. And so this is somewhat frustrating to some people because they're like, hey, I manage all of our software but I don't want to be creating the projects.

And so I'm about to show you how you can come in here and add other admins so that maybe your IT guy can manage the software and subscriptions and all that and then you can have somebody else go in there and manage all the members and projects and all that. And so that's a little bit about what we'll jump into.

But before that, I just want to touch on one more thing before we jump into the demo. And this is default member roles. So when you invite a member into your account because they're going to work on a project, you're going to have to assign them a default role.

And I'll show you this here in a minute. I promise. But there are several default roles available and those default roles control what modules they have access to when we get inside of BIM 360.

So for example, an architect will simply be a project member in document management, project management, and all these modules whereas a BIM manager will have admin access in these modules. And so these can be modified but it's important that you use these default roles so that you don't end up with all these people on your project. And then, they're all assigned to different things and you don't really know who has access to what.

And so it's very important that you manage roles and manage access because that's a huge thing in BIM 360. Permissions and access is a huge thing that you have to get right from the beginning. Otherwise, it's just going to cause a lot of headache down the road.

All right, so let's jump in to BIM 360. And let's start taking this for a spin. So when you log into BIM 360, you can go to B360.autodesk.com and you're going to be taken to some module, some product, whatever you have access to. But at the top here, you're going to see which account you're in.

When you expand this dropdown, you'll see the account once again, that you're logged into, and then you'll see any projects that you have access to in that account. If you want to switch accounts, simply click Change Accounts and switch to a new account.

And so once again, you may be working in a project for your organization, you may be working in another project for five or six other organizations. And so you just switch to those accounts and you can access those projects. If you're an account admin, you will see the account admin module here in the module selector. So simply click this module selector and you can see account admin.

So let's touch on account admin briefly here. So there are several tabs across the top. And what I would recommend is starting here with the companies. You need to add companies so that then when you add members, you can assign them to a certain company.

And then when you assign them to a project, all that data is going to basically move along with them. And so once again, it's just about tracking information in your projects and into your accounts. And so the more information that you can provide, the better that it will be for your analytics.

So when you add a company, simply click Add and there's all these fields here that you can specify. All you really need is a company name and then the trade or the company type. And there are several options here and these are default options, they cannot be modified. But there's quite a bit and you should be able to make it work with those.

You can also specify company address, even a tax ID, add a company logo, all that good stuff. I'm not going to go through and create all the things that I'm gonna show. I will create some, we'll walk through it. But once you have a company created, you can select that company in the list and it'll open up their company profile.

Here you can modify the logo, you can modify their name. You can even delete that company out of your account. And you can come back in here and edit any of that information. And then you can view the projects that the members in that company are a part of. And then you can even open up a project from this little tab right here.

So once you have a company, then you can come in here and you can add members. So there are multiple ways you can add a member. You can simply add them manually, you can invite additional account admins from this tool right here, and then you can import members from a spreadsheet. So if you have a list of members on a spreadsheet, you can just import them in and that'll go a lot quicker.

As far as some of the information that's needed, it's a pretty straightforward process and I'll show you right here. You type in an email address, then you click Add. And here's where you specify the default company. And actually, it's a requirement here to be able to add a member. And that company must be created already. And so you can begin typing and then this list will populate.

So if the company's not in there, you haven't created it yet, you're going to have to go back and create it before you can add this member. And then this is where you specify that default role. So we talked about this a minute ago.

So the default role, that's going to control which modules they have access to, by default, when added to a project. It can be modified and I'll show you that but it's a lot easier to track it just using this roll. So I'm going to come in here and I'm just going to assign the contractor role here.

AUDIENCE: Hey, Jason?

JASON BOEHNING: Yes?

AUDIENCE: Does it help to know what their Autodesk ID is or does that matter?

JASON BOEHNING: It does. So if you use their email address that's associated with their Autodesk ID, it's actually going to pull up their account here. So OK, just kind of continue them now. So when you add somebody, they'll show up here. And when you select somebody in the list, you can open up their member profile.

And so this is mine actually. And this is my Autodesk profile. So I didn't come into BIM 360 and add that, this is my email tied to my Autodesk profile. And so this info is going to populate based off of the Autodesk account. So that can just add more data to your project but it's not a requirement.

All right, so once again, you can edit basic information. I can't change mine here but you can make them inactive and delete that member. And then once again, you can see which projects they have access to.

All right, I know this stuff isn't fun. We'll get to some of the fun stuff in a minute. But I'm just telling you, we hear these complaints all the time. They're like, I'm having so much trouble getting my projects setup and it's so frustrating. And what are these permissions? There's so many permissions. And so I'm just trying to navigate through some of these but we'll get to some fun stuff here in a minute too.

All right, so companies, members, and then you can go in here and create projects. And we'll walk through this just briefly here. Once again, all kinds of data that you can specify here. But at a minimum, you need a project name and let me just go ahead and we'll walk through this here.

So project name and then you can specify a project type. And so there are several categories here that you can specify. And these can be modified afterwards. But if you select one of these sample projects, you can only modify it to another sample project.

You can specify a construction type, project value, the contract type, the project start date, the project end date, once again, which can be modified. You can choose a business unit, which is just for organizing your projects. Add a project image, the address, the time zone, all kinds of information here.

So once you save, you're going to come here to be able to activate services. And so this is where you can control which modules are going to be activated for that project. And for most of these, document management must be activated.

And so with document management, you can actually copy project settings from an existing project if you want to copy those settings over. And then you also need to specify an admin. And so this can be anybody that you have in the account right now.

And then you can also enter a company. We'll click Save here. And I'm just going to activate a couple more here. We'll activate project management and then we'll activate field management as well.

And you'll notice here, you don't see field management but you do see BIM 360 Field. But when you click Activate, you can see you can access the Next-Generation field management or you can select BIM 360 Field, which is the classic product. You cannot activate both of them in a project.

If you did want to use both, for example-- one thing I'll just share with you right off the bat. Next-Gen BIM 360 does not have any type of equipment tracking capabilities at this time. So for example, the barcodes to associate that with the equipment and be able to bring that through, that's not available right now in the Next-Gen.

It is available with classic Field and so if you wanted to use that capability and the Next-Gen, you would need to create two projects. Activate classic in one, activate Next-Gen in the other. But I believe that it is on the roadmap as far as the equipment stuff. They are working on it now.

All right, so once you choose which services or modules you want activate, simply click Finish and you'll have your project here. So once again-- whoops, I got a little ahead of myself here. When you select a project, it's going to take you right into the module admin module. But just a couple more things before we get there.

You can view your analytics. This is where you'll see basic information about your account. You can see your limits based on your service. In other words, the number of seats that you have in the account. You can see that I'm obviously overcapacity here in mine.

In the settings, this is where you can come and add additional account admits. And so simply click the Plus Sign here and you can add another account admin. You can modify your account name, modify the image. And also I want to point out this little option right here. This will allow your admins of field management to be able to add companies into your account.

And so if you have somebody that may be outside of your organization that's an admin in Field, you can select this if you want them to be able to ad companies into the account. Business units this is where you can come and add business units.

Once again, just a way to organize your projects. We'll touch on custom integrations later. And then apps is where you can come and access third party apps. And once again, we'll touch on that later.

So once you have a project, you can come in here and select it. And it'll take you to the project admin module. And this is where you manage your projects. And so just real quick, let me switch back over here. Oops.

So which is the third thing on our list here. Is how to manage projects and members with the project admin module. And so I guess I didn't need to switch back for that but I did. So here in the project admin module, this is where we can add members that are going to work on our projects.

So once again, the setup here can be kind of painful. I get it. But it is what it is right now and there is kind of a method to this. It's just to kind of keep projects separate from accounts and so on and so forth.

So when you add members, you can add members from your account. So I'm going to come in here and add a couple members that are already in my account here. So you just type their name, it'll populate, and you can add them.

If you want to add somebody that's not in the account, you can just type in their email address. You know what? I'm going to add another person here. If they're not in the account, you type their email address and make sure you press Enter here because when you press Enter, the Select button will become available. If you don't, it won't. Just a little trick there.

And then this is where you can come in and you can add the company. If you're just inviting them in, they're not in the account already, you're going to have to assign the company to them. And if they are in the account, you can actually modify the company as well. And then you can add a role once again, to control their permissions here in the project.

Now once again, the roles here control which modules they have access to. But you can come in here and overwrite them by simply clicking on these little icons right here and it'll control whether they have access or they're admin. And once again, this is just based off of this default role right here.

And if they're a member, you can only swap member for or no access. If it's an admin role, then it'll be either admin or no access. So once again, if you want somebody here, you're like, hey, I just want them to be a member-- but this is just toggling between admin and no access. You're going to need to come in here and change that role. So once again roles and permissions are extremely important here.

Then you add them to the project and then they'll be project members here. And then they'll be able to work on the project. So work on your documents and checklists and issues and so on and so forth. And so we'll keep digging into this step by step.

Once members are added, you can come in here and see which companies that they belong to and the number of members that they have in your project. Once again, if you forget which project you're in, you can see it right here at the top.

Services-- if you want to come in here and you're like, oh man, I actually needed to add BIM 360 Glue. You can come in here and activate after the project has already been created. Also, I'll come back in a minute here to that.

The profile-- this is where you can come and modify that information that you specified when creating it. So you can modify the project name, you can deactivate it or change it to inactive, you can archive it, you can modify any of this information.

Like I said, you can come in here and change the project type but if you choose a sample project, you can only change it to another sample project. If you choose one of the other ones, you can obviously switch it to one of those.

All right so that's basic as far as project admin. I do want to show a couple things here in terms of options. And so when you're in the project admin module and you're here on the services tab, you'll see some options over here on the left. Let's go into field management and talk briefly about permissions.

So once again, permissions are important. I've been said that like 20 times already probably. But when I come in here to define permissions-- this is kind of a common theme that you'll see in BIM 360. You can specify permissions based on an individual user, a role that they have, or the company.

And so what we're viewing right now is field management permissions. The permissions I talked about earlier, those were based off of what modules are going to have access to in the project. So right here, this is going to control the templates and checklists functionality. And we'll talk about those later.

So let's come in here and say that I want my contractor. So I selected a role and I added them. Now I can come in here and I can modify their permissions for templates and I can modify their permissions for checklists.

Right here's a little help menu here so you can see the permissions that are available. There's basic, view all, create, view and create, and full control. So for example, maybe you're a general contractor and you're like, well, I want my subcontractors to create checklists but I don't want them to be able to create templates.

And so in this case, you can say so for templates I just want them to be able to view what's available but I do want them to be able to create checklists. So we can assign them to view and create.

And so once again, we'll dig into this. You'll probably be able to come back to this later and re-watch this session or go look at more detail in the paper. But it's important that the people have the correct permissions so that they can do what you want them to do in the project.

And so once again, you can specify permissions for an individual user or all users of a specific role or all users of a specific company. And so that is some flexibility that's nice in here. All right, another thing in terms of options here.

So you'll see this Locations here. When I click Locations, I'm going to open up this little page here. You can create Locations in BIM 360 Field that can be used when you're creating issues and then also when you're doing some other things in BIM 360.

And so these locations are not tied to any model that you're going to upload into document management. And so this is a manual process, essentially. And let's say you have a three story building and so you can come in here and you can create locations for each level. And so when I select Project and click Add, it's going to add a new location under the project branch here.

And so we'll create a few of these. If you want to further make more hierarchies here, you can select a level and then click Add. So we can say like area a. You can get this as granular as you want. You maybe even want to break it down into specific rooms.

And so once again, it's a manual process right now. It's not tied to the model. But there is an option here in which this was just updated on Friday. But you can import from an Excel file. And you can go in here and you can download a template. And you can see essentially the format that it needs to be in.

And so it just kind of putting a bug in your ear. If you're familiar with Dynamo, you can extract levels, spaces, areas, get it in Excel, and then import it here into BIM 360. And so that's a little more advanced.

We won't talk about that today. But that's a way to auto populate your list here. Because right now, it's not reading it from Revit. It is a manual process. But once again, you can add this, make it as granular as you want. You have a question?

AUDIENCE: Is there a resource that's available for that Dynamo workflow?

JASON BOEHNING: So he asked if there was a resource for that Dynamo workflow. So I actually have a class tomorrow on analytics using Dynamo. So if you can't attend it, just check it out on AU website afterwards. But talk to me afterwards and I can give you some resources there.

All right. So that's a way to-- and we'll dig into this and see how it can actually be used. But locations can be important in just making sure that people are understanding what you're referring to when you're creating issues and so on and so forth and RFIs and all that stuff.

All right, there are other options here. We're not going to go into all of them at this time. So let me switch back here and let's just continue on here. All right, next thing is document management. So like you said, there are other classes here at AU on document management so we'll just kind of touch briefly on it and keep rolling along here.

But to begin, in document management there's unlimited storage and it supports all file types. And there are two root folders that's important to understand. There's a plans folder and there's a project files folder.

In the plans folder, it only supports PDF files; design files, such as Revit, IFC, DWF, and DEG. The reason is that it's limited is it because it uses OCR technology to extract information and then populate it inside the database.

The project files folder on the other hand is just like any other file storage program that you may have. Like a Dropbox, if you will. You can just dump any files you want there and they'll be available.

But the plans folder, it gets a little more complex. It uses the OCR technology. So the plans folder can be used for models, your construction documents, shop drawings. Whereas the project files folder, that's where you can store your photos or specifications, equipment information, reports, anything that you want essentially.

So let's look at Document Management briefly here. So once again, if I click this module selector, I can then go into another module. And we'll open up Document Management here. And I'm still in this new project so there's nothing in here at this point.

So we can create a folder structure. You can create it however you want. So I'm just going to create some folders here. Just click Add Subfolder and it'll create a folder here. And what I really want to show are permissions, right? Because permissions are a lot of fun to talk about. But extremely important for you to understand once you get these things started here.

So in addition to permissions to which modules they have access to and which functionality they can do inside of field management, you can also specify permissions for each folder inside of document management so that either individual users or people with a specific role or with a company can access those documents.

And so once again you can enter that role company or the individual name and then there are other options here. There's upload only; view only; view and upload; view, upload, and edit; view, upload, edit, and control. And so this is fun to do on your free time, come in here and review the different permissions and what everybody has access to. You have a question back there?

AUDIENCE: I do. In the September project, were these permissions [INAUDIBLE] with the project?

JASON BOEHNING: So before activating the services? Sorry, his question was when you specify permissions is there a way for them to carry on? And so back when we activated the service and we want to copy those projects settings, we would need to specify it there.

AUDIENCE: Ad the permissions in these folders would pass on with the project?

JASON BOEHNING: Yes.

AUDIENCE: Perfect.

JASON BOEHNING: Yes. All right, so once again, this is just who do you want viewing documents? Who do you want being able to upload? Who do you want to see the documents and to be able to not necessarily make changes to them but be able to add issues or markups and so on and so forth?

So once again, that's easy just by coming in here and you can begin typing a role. Remember, we did contractor earlier so we'll type "contractor." And then I can say I want them to view and upload. So I can select View and Upload and then click Add. And then it'll populate down here and then afterwards, you can come in here and modify it as well.

All right, so once we have the permissions set up, then you can begin uploading files. And this process is pretty straightforward but if you're working in the project files folder, you can once again upload any files you want here.

And so this can be equipment manuals or specifications or whatever you want. And so you just upload it, you can drag and drop. And then you'll see the process down there. You can just close that dialog, if you want, and then just continue on.

And so we'll go here and we'll upload some additional files. And right now I'm in the plans folder and so we'll upload a Revit model. So when I upload a Revit model, it's actually going to extract my sheet information here. And so in Revit, you create sheets and there's sheet numbers and sheet names and so on and so forth.

So the first thing it's going to do is actually upload it. And then it's going to be looking for all that information. And so you'll see, right now, this layout template. It says Not Applicable. That only pertains to PDF files.

So once you click Upload, it's going to begin extracting that sheet information. And if you do not want to sit here and stare at this screen, you can click the little button in the upper right. And it'll minimize that dialog and you can continue doing whatever you're doing-- upload additional files, viewing files, so on and so forth.

So now, when we go and upload a PDF file, we're going to have to create what's called a layout template or a title block, if you will. So you can see that there's no template applied right now. And so if you had a template already created, you could select it there. If not, you can create one during the upload process.

And essentially what that's going to consist of is just selecting the area of your title block. And I don't know if you guys have used another program like this, but you're probably familiar with this. But you need to define that layout template and then all you need to do is select the area on your title block where you want BIM 360 to look in order to extract that information.

So there's a image crop tool down there at the bottom. When you select that, you can just use drag to create a window area. So in this, I'm just using the bottom right corner here. And then click Next. And you can specify a name for your layout template or title block. It kind of uses those names interchangeably but it's the same thing.

Then, when you click in one of the fields, you can simply, once again drag in the title block-- click and drag and just select those areas. If you want additional information, all you've got to do is create an attribute and then those will appear under Fields. If they appear vertical in the title block, you can simply select that little icon at the right and it will toggle whether it's looking for a horizontal or vertical option there.

All right, so if you hadn't noticed by now, I'm playing a video because we don't have to go through the whole upload process and wait on the internet. But once it extracts that information, you'll be able to scroll through and see what it has extracted.

If anything is missing, you'll see a warning. And if it's for the number, you have to specify a number. If it's for one of the other attributes, you can leave those blank if you want but it must have a number because that's what it's going to use to name those files inside of document management.

All right, once again you can click that little button in the right and it'll close it. And I'm not done yet. We'll go back and I have a project here where I already have some files. Now, we'll look at what you can do with those files once they're available in document management.

Sorry, real quick. Oh, I forgot had some notes here that I was going to look at. Anyways, all right, so let's take a look now at what you can do when you have some files here. So first off, let's look at that Revit model.

So you can see I uploaded a Revit model simply called Building Model. I have the 3D view here and then I also have all the sheets. And you can see here that it's named them because it's extracting that information.

So let's take a look at the 3D model. I can simply select it and then I can open it up here. And we can navigate around this model similar to how you can in Revit. A lot of the view controls are similar or just like any other Autodesk viewer that you may be familiar with.

You can also actually select Elements here in this viewer. And so you can select Elements and then click Model Browser here. And you can actually turn the visibility on and off. You can do that for entire categories of elements, if you're familiar with Revit, or individual elements.

And then you can also view the properties. And so these come straight from Revit. You're not going to be able to see every single property that was specified in Revit but you can see quite a bit of them here. So that's one thing. That's just kind of some general navigation here.

There are, once again, several view tools here. This split view mode tool is pretty cool. So you can actually open up your 3D model obviously and then you can have one of the floor plan views or one of your sheets here. You can switch to another sheet if you wish. But you can navigate here while you're also viewing the model, as you're reviewing drawings here.

AUDIENCE: How do we pull that up?

JASON BOEHNING: Sure. So he said, how do we pull that up? So down here at the bottom, this is our toolbar here. And so there's this tool called split view mode. So simply click Split View Mode and it's going to open up this other window here. Then, there's this dropdown where you can select another one of your sheets. You can click the X and close it down.

You can walk through models. Once again, other tools here. You can do the section analysis where you can come in here and add a plain. And then once again, kind of dig into these models a little bit more and take a deeper look inside here.