Introduction to BIM 360 Design For Architects and Engineers

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[MUSIC PLAYING]

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Welcome to this Autodesk Accelerate presentation,

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Introduction to BIM 360 Design for Architects and Engineers.

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My name is Martin Stewart.

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I'm an Autodesk support specialist.

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Been Autodesk since 2013.

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I'm also a licensed architect and based out

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of our Portland, Oregon office.

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And I have 30 years of experience in the AEC industry.

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Our safe harbor statement boils down to this.

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If we talk about any possible future enhancements

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to our software or products that we'll

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be looking at today, any roadmap discussions,

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don't make purchasing decisions based on those statements.

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The learning objective in this presentation today

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is really to get a clear overview and understanding

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of the services and modules that make up BIM 360 Design.

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We'll start with a quick review of the BIM 360 platform itself,

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followed by how BIM 360 Design fits into that.

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Then we'll take a look at the components of BIM 360 Design,

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including a Revit Cloud worksharing overview.

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We'll talk about account and project administrative tasks.

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Also, look at Document Management module.

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And, finally, the Design Collaboration module.

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The topics today are intended to be an overview.

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A guided tour, if you will, of all of BIM 360 Design

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and how it works together.

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How do we navigate between those different modules as well.

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So let's start with the BIM 360 Design platform.

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BIM 360 is an entire ecosystem integrated

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for a variety of products and to cover

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all various stages of an architectural, design,

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engineering, and build project.

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The platform allows us to use many of our Autodesk products

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together in a coherent, integrated workflow.

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The platform is built on top of Autodesk Forge which

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allows for many third-party applications and integrations.

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Also it centralizes your project data

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and BIM 360 Document Management is really

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the backbone for that.

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Because all your project data then lives in one place,

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it allows for easy analytics and insight into your project.

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And it flows smoothly from predesigned really

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into design, preconstruction, execution, and construction,

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all the way to hand over an operation of the facility

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and facilities management.

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Let's take a quick look at a website.

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This website address is integrations.BIM

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Just to show you the various companies

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that have integrations into the BIM 360 platform.

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This site shows all of those companies

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and what's available to you to extend BIM 360

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should you choose to do so.

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As mentioned, BIM 360 has several product offerings

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for the life cycle of a project.

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All of these products utilize BIM 360 document management,

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which serves as a common data environment for all

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your project data.

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This enables the various BIM 360 product

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modules to share that project information.

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It serves as a single source of truth if you will.

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BIM 360 Design includes Revit Cloud Worksharing

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and we'll discuss that more.

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Also, BIM 360 Coordinate features model coordination

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and BIM 360 build.

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We'll be focused today on BIM 360

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Design for design, engineering, and documentation portion

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of a project.

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So let's get into BIM 360 Design and an overview of that.

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BIM 360 Design is a product or a subscription.

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And included in BIM 360 Design is the design collaboration

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module.

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Also Revit Cloud Worksharing, Collaboration for Civil 3D,

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and Plant 3D is also part of BIM 360 Design and available.

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Included in BIM 360 Design is Document Management.

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That's that single source of truth.

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That project data layer that all your project information

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is stored in.

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We'll also include Autodesk Desktop Connector

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as part of this service.

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That's a free application that integrates well with many BIM

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And it currently still includes our legacy cloud

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offering BIM 360 Team.

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BIM 360 Design includes three key features for Revit users.

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It includes a very powerful Revit Cloud worksharing

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technology that enables real-time Revit worksharing

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virtually anywhere with internet connectivity.

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Cloud collaboration using BIM 360

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is also available for Civil

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We'll look at the Document Management model, or Docs

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for short, as well.

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Again, this is the common data platform for BIM 360.

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It has accessibility controls or rather controls

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for various levels of access by users.

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It allows for markups and the documentation of issues

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and management of issues, as well as

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links and reference support.

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Then we'll look at the Design Collaboration

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module in more detail.

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This is the heart of where collaboration exists, including

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documenting, publishing, issuing packages, sharing out packages

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between teams, which allows for a multi-discipline, multi-team

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collaboration.

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Design collaboration also features

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a version comparisons and change analysis, change visualization.

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And it allows each team to be able to have visibility

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into all of the product activity.

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And we should mention multi-model format support

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as well, including IFC and Civil 3D.

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Let's switch over to a live preview

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of some of these features.

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Let's start with Revit.

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Here I'm demoing with Revit 2021.1.

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You might have a different version of Revit,

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but it should be very similar.

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As far as Revit Cloud Worksharing goes, a lot of that

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will be from the home screen in Revit.

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This is your connection to your cloud project in BIM 360 Design

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and on Document Management.

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Notice the navigation here to BIM 360.

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And up here as well is a navigation selector

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where you pick the BIM 360 account that you're using.

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And you may belong to more than one account site.

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Some people refer to it as a hub.

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Then you select the appropriate project.

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And then the various files or subdirectories rather,

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that contain your files.

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This is presuming that the project has already

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been set up and established on BIM 360.

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Another component we can glance that is going over to a Revit

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model, for example, we see the Collaborate tab

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and manage cloud models.

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And, again, this is assuming everything's

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already been set up.

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Selecting Manage Cloud Models brings us

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to this dialogue where we can actually

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see all the cloud models that exist

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for this particular project.

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So the first thing we do is select the appropriate project.

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This then reveals to us all the various cloud models

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that have already been synchronized and stored

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for this project.

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Here I can look at the versions of syncs that have been made

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using Revit Cloud Worksharing.

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So for this particular demonstration model,

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it's up to 38 synchronizations.

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Your project could have many more synced versions.

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And that's all being stored here on the cloud.

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If we jump back to the home screen--

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we'll close this dialogue.

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In this particular example, let's

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navigate to the architectural team folder.

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And we see the model listed here.

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This is where you would open the model in Revit

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from the cloud project.

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Let's see where that lives in Document Management.

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How that corresponds?

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Getting to Document Management in your web browser

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is as simple as going to the address b2.autodesk.com

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and then selecting BIM 360 Docs.

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I already have it activated in this window.

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And here's Document Management.

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I could navigate to that same directory.

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And here's that same Revit file that we're in, in Revit.

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I can select it here to preview in BIM 360 Docs.

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So there's a connection here with the Revit Cloud model

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and the published version of that model here

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in BIM 360 Docs.

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And with my Model Viewer, I can examine it even without Revit

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being open.

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Returning to the module selector.

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The module selector is what helps

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you navigate between different modules

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that you have active for this project.

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Let's also preview Design Collaboration quickly.

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Selecting Design Collaboration from the module picker

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or module selector takes us to the Design Collaboration

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module in that same project.

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Here we can pull down a timeline to see

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the activity for that particular team and the activity

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on the timeline for that team.

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So we'll look at this more closely a little later

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in the presentation.

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Another important part of BIM 360 Design Workflows

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can include the Autodesk Desktop Connector.

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The Desktop Connector is a free product that

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allows for a connected desktop.

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That means that your desktop will be connected

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to your BIM 360 account.

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And that connected drive will mirror the folder structure

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of your design project.

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So for example, here, we're showing

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a version of Desktop Connector that's

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been installed on a local machine

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by going to the Windows File Explorer, navigating to BIM 360

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on your PC, it shows the various projects

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available in that account hub.

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And by selecting that project and the folders,

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you can actually drill down to see the files that are

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on the cloud for your project.

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Switching to my web browser, I wanted

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to show you where you can download the free Autodesk

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Desktop Connector.

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The website is autodesk.com/BIM

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Here you can get a free download of Desktop Connector.

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Once installed, this lives down here in your system tray.

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And selecting it here, you'll get

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a menu that is associated with the Desktop Connector.

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The Desktop Connector is used to connect files between the cloud

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project living on BIM

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to your Desktop.

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This diagram shows a basic sequence

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of how files move from your computer to the cloud.

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The first and most direct way is directly

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from Revit initializing and collaborating a model

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through synchronizing through Revit Cloud Worksharing.

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That puts it on the cloud.

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And then publishing that model moves a copy of it

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to BIM 360 Docs or Document Management.

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With Desktop Connector, you can link a host of other files

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to the project, such as txt files, DWG files, keynotes,

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Civil 3D Data shortcuts, as well as detached Revit models.

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So this slide gives us an opportunity

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to take a step back and think about the benefits of BIM 360

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Design.

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Enhanced collaboration is a big benefit.

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You may have worked with Revit for many years.

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And previously to do worksharing,

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you had to be with someone in the same office

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on your local area network or LAN.

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Or perhaps you eventually move to Revit server

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and could workshare with someone else

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in another office in the same state or in the same country.

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But that was restrictive to allowing other companies in

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to collaborate on the project.

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With cloud worksharing, with BIM 360 Design,

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now you have controlled Revit worksharing

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across all the teams regardless of their location.

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This provides for faster, more efficient collaboration.

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Makes design review with the various

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stakeholders much easier because it's all there

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to be seen on BIM 360 Docs.

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This provides streamlined data, that single source of truth

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that we mentioned.

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Centralized project information.

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For those of you who have been in the AEC industry

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for a while, you know that that's

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been a past constant problem of which file is the most recent?

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Which file can I rely on?

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Is that the one on this floppy drive, on this thumb drive,

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on this hard disk, on this folder?

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Now you don't have to question it.

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It all exists centrally located on BIM 360 Docs.

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Having BIM 360 Design, having your project on the cloud

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reduces internal server hardware and IT costs.

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It also comes with unlimited storage.

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You remember that quick display of synchronization

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that we showed in Manage Cloud Models in Revit?

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We were up to 30-some syncs.

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What if you had 1,000 syncs on average

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for every single model in your project?

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We're keeping track of that.

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That's staying stored on the cloud for you in case

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you need to restore one of those previous versions.

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It gives you access to project data any time

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and anywhere because it's there on BIM 360 Docs.

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BIM 360 Design offers improved design coordination.

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As compared to past methods and processes,

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the coordination of deliverables on a project

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is much easier for the team.

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Trackable project activity, file version history,

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and the ability to do collaborative markups together

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online.

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So just a quick overview of some of the many benefits

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of BIM 360 Design.

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Security is also an important factor for Autodesk

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it is a priority.

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And BIM 360 Design is secure.

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It includes a lot of permission control granularity

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in the program itself, being able to determine

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who has access to what.

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And then to what degree.

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As well as having SOC 2 compliance.

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And the security that comes with being hosted on AWS.

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If your project or your customer needs more detailed information

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on the security that's available through Autodesk,

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there is this whitepaper available

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that you could google, Autodesk BIM 360 Security Whitepaper.

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As well as these websites for further information

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on cloud security.

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Another interesting thing to be aware of

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is our Autodesk Health Dashboard.

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What is that?

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Let's go to it live by switching to our web browser.

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And the website is health.autodesk.com.

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What this is, is a display.

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A readout of the current state of our cloud services.

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Our many various cloud services.

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You see all of them listed here.

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So for example, if we scroll down to the bottom,

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we see Revit Cloud Worksharing and Cloud Models.

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It's a green check, which means it's currently

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working as expected.

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Fully operational.

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Sometimes, though, there is scheduled maintenance.

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We try and do any scheduled maintenance

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that could impact a project at off-hours, at early morning

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hours, so that it doesn't impact you.

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So if there is a degradation, whether planned for or not,

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you'll see an indication of a yellow exclamation point.

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And in some rare cases, if it's completely down momentarily,

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a red X. The only red X we see in this example is

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Autodesk Revit Live because that has been discontinued.

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You can also check a History for our cloud services.

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Another thing I recommend is doing a health subscription.

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What that is you can pick the services

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you would like to be notified on of their status

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should that status change.

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So for Revit Cloud Worksharing, BIM 360,

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Docs that would be a good thing to do.

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And then you'll be emailed for any planned maintenance

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or unexpected degradations or outages.

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So once again, that website is health.autodesk.com.

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Worth bookmarking and worth doing a subscription

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to as well.

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Let's now move into Rivet Cloud Worksharing.

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And get an overview of that.

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Here's a snapshot of the interesting history

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of Revit Collaboration, which started back in 2002 when

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worksharing was first introduced into Revit

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and more than one person could work on the same Revit model.

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Then in 2011, we introduced Revit Server,

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which allowed users to collaborate over a wide area

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network.

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Typically, users from the same company

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collaborating with different offices.

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Then in 2015, Cloud Worksharing was the next step.

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With collaboration for Revit or C4R, along with BIM 360 Team,

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this allowed Revit users to work on their content from anywhere

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at any time on the cloud.

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But then starting in

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has been further refined with BIM 360 Design.

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So a very quick history.

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And it's still moving forward.

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Looking forward to seeing what future enhancements

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and developments there will be with cloud worksharing

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for Revit.

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This shows the transition from our legacy cloud

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service, BIM 360 Team, to BIM 360 Document Management.

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This occurred with Revit 2018.

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Starting with the update 2018.3, users

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could use BIM 360 Docs or Document

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Management instead of Team.

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But then with Revit 2019 and newer, to do cloud worksharing

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required using BIM 360 Design and Document Management.

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This can be useful for some who have a mix of both, where you

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might be working on older projects or archives that

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are in BIM 360 Team.

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Currently, you still have access to BIM 360 Team with your BIM

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But as a recommendation, you should

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move any existing projects off of BIM 360 Team,

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either archiving them or moving them over to BIM 360 Docs

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since BIM 360 Team will not be around forever.

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Revit Cloud Worksharing really has much

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to do with initiating your Revit model to the cloud

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and keeping it synced to the cloud.

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It's a very simple process.

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One that Revit users will find very familiar

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and it's a matter of pointing it to BIM

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And then you'll get this familiar dialogue

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showing the synchronization to the cloud.

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We looked at this feature earlier.

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This is Manage Cloud Models that you get to through Revit,

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which shows the cloud model.

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This is an older interface, but it's still

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available for viewing sync versions.

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This is really being replaced with Revit Home

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that we looked at earlier.

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So switching back to Revit just to remind you.

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Revit Home is this window that gives you

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a direct access to your BIM

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and folders, as well as where you can do publishing

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to BIM 360 Docs.

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So we'll demo the initializing of a model to the cloud.

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It starts in an existing model.

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So you'll need a local project staging folder.

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So you first open an existing model

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or perhaps you create a new model

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and then save it locally to that project staging folder.

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And then you collaborate it to the cloud.

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As a tip, if you're taking a project that's

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already far along, well-developed,

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that exists on your local area network

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or on your local computer, before moving it to the cloud,

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I recommend cleaning it up first.

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It'd be good to audit all files, purge your files,

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address any warnings that need to be resolved

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before putting it on the cloud.

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If a project is having problems locally,

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it's most likely going to continue

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to have them on the cloud.

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So this is a good opportunity to do

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some housekeeping before you move an existing

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project to the cloud.

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So before collaborating or initializing

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cloud of the model, it needs to be saved locally.

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So as mentioned, you'll typically

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work in a local project staging directory

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either on a local hard drive or your local area network.

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From the Collaborate tab, you then

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select the Collaborate in the Cloud button.

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Navigate to the appropriate location in the dialogue.

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And then select the Initiate button

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to put that in the cloud.

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So we're selecting the right hub, the right project,

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the right folder, the right subfolder,

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and then selecting initiate.

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You'll get this dialogue that shows its progress

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and lets you know when it's completed.

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Switching over to docs and navigating

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to the corresponding location where we place the model,

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we'll see that model processing.

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And the version here is the published version

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not the sync version.

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Returning back to Revit, we can see that same model

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by opening it up in Manage Cloud Models,

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navigating to the project, and then we

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see it is been sent to the cloud and published.

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We can view versions here.

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And because we just put this on the cloud, it's version one.

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Synchronization one for the cloud model.

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Returning to the screen.

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Navigating to BIM 360.

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Making sure we're on the right project.

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Navigating to the right folder location.

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We can likewise see that model here in Revit Home.

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The published status shows that the latest has been published.

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That's because when we first initiate a model to the cloud,

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we get a automatic publish to BIM 360 Design.

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That demonstrated the process of initializing a model

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to the cloud for the first time.

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Once that's done, when you come back the next day

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or someone else wants to work on it, here's

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where you get access in Revit to that model using Revit Home.

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This graphic shows the sequence of sensing to the cloud,

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as well as publishing.

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To help us delineate the difference.

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So starting here at the bottom, early in the timeline,

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we do an initiation, a collaboration to the cloud,

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for the first time.

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So user A puts that model into the cloud

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like we just demonstrated.

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It lands in the cloud and is version 1 or synced version 1.

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And because this is the first time we put it into the cloud,

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it will automatically be published to BIM 360

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Docs, which is version 2.

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And you'll see that when looking at that file in BIM 360 Docs.

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But then modeling continues in the Revit model

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either with the same user or other users on the team.

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And they should be syncing throughout the day.

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So each time anyone syncs, that sync version,

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Sync With Central, increases versioning.

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But at some point, someone deliberately

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publishes it to the cloud, which is done from Revit Home.

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And then the published version that we'll

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see on BIM 360 Docs, the published latest version,

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becomes version 3 in this example.

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And that can continue over weeks and months.

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And this versioning of synchronization and versioning

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of publishing continues to increase.

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So to reinforce this concept, let's demonstrate

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syncing versus publishing in Manage Cloud Models.

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So first in Manage Cloud Models, we see all the sync versions.

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So we'll navigate to the corresponding project,

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find the file, and check the view versions.

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The versioning here we would call is for synchronization.

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This model has been synced 27 times.

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And a few occasions there were comments

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that were included with the synchronization

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that we see in this column.

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We can use the shortcut here to switch over

28:14

to the corresponding Docs project.

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We navigate to the corresponding file.

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And notice that the version here is different.

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Version 16 as opposed to version

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So that versioning on BIM 360 Docs,

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we recall, corresponds to the published version.

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Because we synced this model recently,

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we can check the status of the publishing

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and navigate to Revit Home.

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Be sure to refresh Revit Home to see the most current status.

28:56

And checking that model we notice

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that an update is available.

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So we can select Publish Latest here to publish a new version

29:06

to BIM 360 Docs.

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Let's now do an overview of account and project

29:12

administration.

29:14

Switching to BIM

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remember that we navigate through the various modules

29:20

through the Module Selector here.

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And there is an account admin module and a project admin

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module.

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These will be available in the module selector

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if you are a project admin or account admin.

29:36

If you're not, you won't see these modules.

29:40

For this discussion, we're going to look at it

29:42

from the perspective of an account administrator

29:45

and a project administrator.

29:47

The account admin module is only available to account admins.

29:52

This allows you to manage the Autodesk BIM 360

29:55

account as well as its projects, members, and company data.

30:00

So BIM 360 has two levels of administration, the account

30:05

admin and project admin.

30:07

Here's some differences-- comparison

30:10

of the differences between account and project admins.

30:13

Account admins can do all of these tasks

30:16

from account set up to managing the account member directory

30:20

to managing project members.

30:23

A project admin can only do three of these functions.

30:27

They can activate modules and add project administrators

30:30

to a project, they can add companies to a project,

30:34

and they can add project members.

30:37

So if a person is an account admin, they can do all of it.

30:40

But project admins are only able to do these three tasks

30:46

compared to account admin.

30:48

In project administration, you can, as you see along the top

30:52

there, manage members, companies, services,

30:57

and the project profile.

30:59

For members, you can see what services

31:01

are enabled for each user.

31:04

So we see an example of users for this particular project

31:08

and which of the modules they have access to.

31:12

And we have a lot of project admins set

31:15

for this particular project.

31:17

But notice here, Mr. Coffee is a user and not

31:22

an admin for these modules, design collaboration

31:27

and document management.

31:28

So this might be very common for larger teams.

31:32

You'll have fewer project admins than you will users.

31:37

Remember too that BIM 360 Document Management, as well as

31:41

Design Collaboration, are required modules for a Revit

31:46

Cloud Workshared project.

31:48

There are other modules here that

31:49

are optional such as Project Management

31:52

in this example, Model Coordination, Field Management.

31:55

This illustrates that other BIM 360 modules could be

31:59

activated for a given project.

32:02

And they can be activated later.

32:04

They don't have to be activated the moment the project is

32:08

created.

32:10

The company directory keeps the list of all companies

32:13

across all projects in an account.

32:16

There are two main approaches to managing companies

32:20

such as trade subcontractors in BIM 360.

32:24

You can either add companies to the directory in the account

32:28

admin module during the account set up.

32:31

Or you can add companies at a later stage

32:33

when adding members from that company.

32:36

But where possible, it's better to add companies

32:39

to the directory in the account set up.

32:41

This provides greater control of the company data

32:44

and will reduce really the likelihood of creating

32:46

duplicate companies.

32:49

Services shows which services are active in a given project

32:54

or that can be activated.

32:56

And we can also see who the admins

32:59

are for each service with the pulldowns here on the right.

33:04

Here, again, the module picture.

33:06

The module selector allows you to navigate

33:09

between various modules in a project.

33:12

Notice in this example, we don't have those additional BIM 360

33:17

modules activated yet.

33:19

Just Document Management and Design collaboration.

33:23

So here are the key modules for BIM 360 Design.

33:27

Account Admin.

33:29

So when you're an account admin administrator,

33:32

you will be in charge of those account-level tasks.

33:35

If you're not an account admin, you

33:37

won't see this or have access to this particular module.

33:41

Project Admin.

33:42

So when you're a project administrator for the project,

33:45

you will have access to this module.

33:47

And likewise, if you're not a project admin,

33:50

this won't appear in your module selector.

33:53

Then the Document Management module,

33:56

which will take a closer look at here shortly.

33:58

And the Design Collaboration module,

34:01

which is required for cloud-based worksharing

34:04

in Revit utilizing BIM 360.

34:06

It needs to be enabled on a per-project basis.

34:10

So then with those four pieces in place,

34:13

individual users can begin to leverage their BIM authoring

34:16

tools for cloud worksharing.

34:19

So not only Revit, but also Civil 3D if you choose,

34:23

as well as Plant 3D Cloud Collaboration

34:26

all works through the Design Collaboration module.

34:31

Then additional modules could be activated.

34:33

Project Home is a web portal to the key project metrics

34:38

and information to allow project managers and key stakeholders

34:42

insight into the project, its progress, and other happenings

34:47

and events.

34:48

Project Management module for managing a construction

34:52

project.

34:52

This includes meeting minutes, RFIs, and submittals.

34:56

Model coordination.

34:58

This module is used for clash detection

35:00

and automating and simplifying model coordination.

35:04

Field Management.

35:06

Another option.

35:08

Insight module for reviewing and analyzing project data,

35:11

including risks, design metrics, project controls around RFIs,

35:17

et cetera.

35:18

And Cost management is yet another module

35:21

that could be added.

35:22

Remember, though, that you must activate Design Collaboration

35:26

and Document Management module to enable

35:29

making use of BIM 360 Design.

35:32

And we'll also remind you that this again

35:35

is for project administrators or account administrators.

35:39

If you're a user, this will already

35:41

be activated and set up for you.

35:45

At that point, you're ready to move

35:47

into the Document Management module to work on the project.

35:52

Document Management module is really the data management

35:55

workhorse of the whole process.

35:58

BIM 360 Docs provides that control data and document

36:03

management for all your project information from design

36:06

through construction.

36:08

It's required for all BIM 360 projects.

36:12

Storage for a variety of project files.

36:16

At this point, I'd like to switch over to my web browser

36:19

and show you the help article here

36:22

that shows all the files that you can store on BIM 360 Docs.

36:28

Just a snapshot of the many files

36:31

that are compatible with BIM 360 Document Management.

36:36

BIM 360 Docs is where you record issues and manage issues

36:41

in the documents, markups, and version

36:43

control of those documents as you see illustrated here

36:47

on the right.

36:48

Here's where you determine permission controls

36:51

for the various users.

36:53

Also where you can do document and model comparison and review

36:57

capabilities.

36:59

In a brand new BIM

37:02

that's created without a template,

37:04

it starts out with these two default folders--

37:08

plans and projects.

37:11

Returning to our demonstration project,

37:14

using my module picker, I'll navigate back

37:17

to Document Management.

37:22

And here you see those same folders.

37:25

So when a project is first created by the project

37:28

administrator or by the account administrator,

37:33

these two folders appear automatically by default

37:36

if a template isn't used.

37:38

So what are those two folders for?

37:41

Project Files is primarily for your active Revit teams

37:46

to be in here where the collaboration occurs.

37:49

So your Revit Cloud Workshared folders, your team folders

37:53

will be under project files.

37:55

Here's where your Revit collaboration takes place.

37:58

The Plans the directory is a great location

38:01

for progress reviews of construction document sets

38:05

or progress sets, milestone reviews, archiving documents,

38:10

storing documents.

38:12

You'll largely be using PDF files in the Plans folder,

38:16

but also Revit files which can be automatically split out

38:21

into their various views and sheets.

38:25

Likewise, here is a Sets button.

38:28

So we were looking at folders a moment ago

38:31

and the default folders.

38:33

Also here are Sets.

38:35

Sets are a way to label the various Revit

38:39

models, the various sheets, the various views that

38:43

are in the Plans directory based on whatever system

38:47

you'd like to organize them by.

38:49

It's like a hashtag system.

38:51

These are 50% design development drawings.

38:55

These are 90% construction development drawings.

38:58

You can associate sets and view and manage these document sets.

39:05

This becomes very helpful for filters, for assorting,

39:09

and for managing various issues, markups, comments, reviews.

39:15

I might mention that sets here can sometimes be confused

39:19

with publish settings in Revit.

39:21

And we want to make sure to avoid that confusion.

39:24

So if I go to Revit for a moment.

39:27

And let's look at a model in Revit.

39:29

So when I look at my Collaborate tab,

39:32

perhaps you're familiar with public settings.

39:35

If I select Public Settings, I get this dialogue

39:40

where I select the various views and sheets

39:44

that I want to be included when I publish this model.

39:48

And I could include multiple publish settings.

39:52

And then all of these views and 2D sheets

39:56

get included when I publish out my model.

39:60

Some people refer to these as sets, select sets here.

40:05

But this is different from the document sets

40:08

that we're talking about in BIM 360 Docs.

40:12

Publish Settings play a very important role

40:14

in what is viewed in BIM 360 Docs.

40:18

But these sets are more that categorization, hashtag-type

40:22

system of labeling the various documents in BIM 360 Document

40:27

Management.

40:29

It can be managed here on the left through filtering

40:32

and sorting based on the sets you've predetermined.

40:37

Within Project Files, new folders can be created.

40:41

And permissions for those folders

40:43

can be set up by user or role or company.

40:47

One recommendation I would make here

40:49

is when you create a Folders that your various teams will

40:53

be using here, you might want to consider including

40:57

a prefix like an underscore or even a numeric prefix

41:03

to force those active teams to sort to the top of the folder

41:08

structure.

41:09

That's because this is sorted alphabetically.

41:12

So it's just a nice way to keep all those team

41:14

folders towards the top.

41:16

For any folder, you'll select these three dots.

41:19

You have these various tasks you can do,

41:22

such as adding a subfolder, renaming, deleting,

41:26

and then this is also where you can set

41:29

permissions for that folder.

41:32

Here's a view of the Project Home module,

41:35

available to all of your BIM 360 Docs projects.

41:39

Here's a central location where you

41:41

can place a lot of project information such as the project

41:45

address, the weather where that project site is.

41:49

Also a consolidated view of various project issues

41:54

and other information.

41:57

Let's now move into the Design Collaboration model overview.

42:02

Here's a snapshot of the anatomy of the Design Collaboration

42:06

model.

42:07

We can look at this live as well.

42:09

But here we see that the top is the account and project

42:13

selector.

42:15

Remember that our module picker is here.

42:18

And then this is the timeline of the various project

42:23

activity of the different teams on the project.

42:26

Here we see illustrated a variety

42:29

of disciplines and teams that are active in this project.

42:33

The active team is listed on the bottom.

42:36

Showing the corresponding team space here,

42:39

where you can see all the various sets

42:42

in that team space in the models,

42:45

as well as any issues that have been created by the team

42:49

as they review their documents, did markups, created issues

42:55

likewise in this space, you can view the project model.

43:00

Here's another view of that timeline

43:03

and a overview of the various activities

43:06

that you could see on the timeline

43:08

and what the team space looks like when

43:11

previewing the project model.

43:14

Let's look at that live for a moment.

43:16

We left off in the Document Management module.

43:19

So I'll go to my module picker and select

43:22

Design Collaboration.

43:26

Notice that I'm not seeing the timeline,

43:28

so this looks a little different than what we've just seen.

43:32

That's because the timeline has collapsed.

43:34

So I just need to be aware that the pull-down is here.

43:37

And I select it once and I get the timeline

43:40

for my active team, which currently

43:43

is the architectural team.

43:45

If I select that a second time, I get all the active teams

43:49

for this particular project.

43:51

This timeline is on a scalable chart.

43:57

Or I can look at it in a close-in view or a very

44:01

extended view.

44:03

And then I see these symbols.

44:05

There's an entire legend available for this

44:07

in the help documentation.

44:09

But just what this is showing is when various teams

44:13

did the publishing of their documents to BIM 360 Docs,

44:17

like we mentioned.

44:18

Notice, in this case, this particular model

44:21

was published this particular date.

44:25

So other teams can see what activity has been

44:28

happening in the various teams.

44:31

This is also where a team can decide

44:34

they're ready to share out their model to the other teams.

44:38

They want to create what's called a package.

44:41

They've developed their models to the point where they're

44:43

ready for the other teams to have them, review them, use

44:48

them as links in their Revit model.

44:51

So, for example, the architectural team

44:54

may have reached 50% design development.

44:57

They've reviewed and approved that in-house.

45:01

They're now ready to distribute that

45:03

to the consultants or other team members.

45:05

They can create a package here.

45:08

And that package is a subject for a more detailed

45:11

presentation.

45:12

But this then places the architectural model

45:16

in its approved state.

45:18

And puts it in directories for the other teams to utilize.

45:25

Let's look at the project model for the architectural team.

45:29

What a project model is it's an aggregated view

45:34

of the various models that are being

45:37

stored in the Architectural Teams folder in their team

45:41

space.

45:42

And notice this timeline takes a lot of real estate

45:45

up on the screen.

45:47

So I'm going to remember to just collapse that and get a little

45:51

more viewing space here to look at my project model

45:55

from the architectural team.

45:57

Over here I can actually see all the models

46:01

that have been included in this view.

46:03

And I can control whether they're being shown or not.

46:06

And I can turn them off.

46:08

I can even turn off the consumed models

46:12

that I've linked in here.

46:14

Shutting off structural by clicking this check.

46:19

Shutting off mechanical, shutting off plumbing,

46:22

and being left with the architectural model.

46:25

Likewise, that could leave structural on and turn off

46:28

architectural.

46:30

I have a lot of controls down here where

46:32

I can actually do some slicing and section

46:36

analysis to get in here and view it more closely.

46:41

I can zoom, pan, rotate.

46:44

I can also view by levels, where I can isolate a level

46:49

and have the other stuff ghosted or disappear.

46:53

And notice I'm doing all of this on my website browser

46:58

in the Design Collaboration module.

47:00

I don't have to have Revit.

47:02

So other key stakeholders can get

47:04

in here who don't even use Revit and view the model here as

47:09

well.

47:10

So just a quick overview of the design module.

47:14

So just quickly reviewing some of the benefits

47:17

and uses of this module.

47:20

Collaboration is greatly enhanced.

47:23

Sharing out BIM content.

47:25

Using packages, which we mentioned,

47:28

but we weren't able to demonstrate that in detail.

47:31

Very immersive multi-modal viewing, which we did also

47:35

quickly demonstrate.

47:36

You can create and review design issues.

47:39

Issues is a very powerful feature in BIM 360.

47:43

And can be used project-wide by all the teams

47:46

to track issues that need to be reviewed, addressed,

47:49

resolved in a project.

47:51

You can view and track the team timelines.

47:55

Get a really good overview and a granular detailed view

47:59

of what is the activity of each team in the project.

48:04

Their secure permissions.

48:06

We can visualize model changes from the current version

48:10

to the previous version.

48:11

And we can powerfully coordinate project deliverables

48:15

in that one module.

48:18

There are many helpful resources and links

48:22

on the web that are listed here.

48:25

You can google these or use this slide deck for an active link

48:31

to these resources.

48:33

One of the ones we looked at in this presentation

48:36

was the Autodesk Health dashboard.

48:39

Another helpful website to be aware of

48:42

is customersuccess.autodesk.com.

48:46

Here you'll find recordings of past webinars

48:49

and presentations, articles as well as live meetup groups

48:55

that you can join based on your industry and your area

48:58

of interest.

49:00

So to review our whirlwind tour today of BIM 360 Design,

49:06

we took a quick look at the overall platform

49:08

and what BIM 360 is built on top of.

49:11

And then how BIM 360 Design fits into that platform.

49:16

And then we looked at the various components of BIM 360

49:19

Design, including Revit Cloud Worksharing, account

49:23

and project administration, Document Management overview,

49:27

as well as design collaboration overview.

49:30

I hope you found it helpful.

49:31

And I hope it whetted your appetite

49:33

to look into how this could benefit your Revit

49:37

projects in the future.

49:39

For further information, feel free to use the Autodesk

49:42

knowledge network online to search for any topics that

49:46

interest you.

49:47

And if you need any further support from Autodesk,

49:51

reach out to customer support.

Video transcript

00:00

[MUSIC PLAYING]

00:08

Welcome to this Autodesk Accelerate presentation,

00:11

Introduction to BIM 360 Design for Architects and Engineers.

00:16

My name is Martin Stewart.

00:17

I'm an Autodesk support specialist.

00:21

Been Autodesk since 2013.

00:23

I'm also a licensed architect and based out

00:26

of our Portland, Oregon office.

00:28

And I have 30 years of experience in the AEC industry.

00:33

Our safe harbor statement boils down to this.

00:37

If we talk about any possible future enhancements

00:40

to our software or products that we'll

00:43

be looking at today, any roadmap discussions,

00:46

don't make purchasing decisions based on those statements.

00:51

The learning objective in this presentation today

00:54

is really to get a clear overview and understanding

00:58

of the services and modules that make up BIM 360 Design.

01:04

We'll start with a quick review of the BIM 360 platform itself,

01:09

followed by how BIM 360 Design fits into that.

01:13

Then we'll take a look at the components of BIM 360 Design,

01:17

including a Revit Cloud worksharing overview.

01:20

We'll talk about account and project administrative tasks.

01:25

Also, look at Document Management module.

01:28

And, finally, the Design Collaboration module.

01:32

The topics today are intended to be an overview.

01:35

A guided tour, if you will, of all of BIM 360 Design

01:40

and how it works together.

01:42

How do we navigate between those different modules as well.

01:47

So let's start with the BIM 360 Design platform.

01:52

BIM 360 is an entire ecosystem integrated

01:56

for a variety of products and to cover

02:01

all various stages of an architectural, design,

02:05

engineering, and build project.

02:08

The platform allows us to use many of our Autodesk products

02:12

together in a coherent, integrated workflow.

02:17

The platform is built on top of Autodesk Forge which

02:20

allows for many third-party applications and integrations.

02:26

Also it centralizes your project data

02:30

and BIM 360 Document Management is really

02:34

the backbone for that.

02:36

Because all your project data then lives in one place,

02:39

it allows for easy analytics and insight into your project.

02:45

And it flows smoothly from predesigned really

02:49

into design, preconstruction, execution, and construction,

02:54

all the way to hand over an operation of the facility

02:58

and facilities management.

03:00

Let's take a quick look at a website.

03:03

This website address is integrations.BIM

03:09

Just to show you the various companies

03:12

that have integrations into the BIM 360 platform.

03:17

This site shows all of those companies

03:20

and what's available to you to extend BIM 360

03:25

should you choose to do so.

03:27

As mentioned, BIM 360 has several product offerings

03:31

for the life cycle of a project.

03:34

All of these products utilize BIM 360 document management,

03:38

which serves as a common data environment for all

03:42

your project data.

03:44

This enables the various BIM 360 product

03:46

modules to share that project information.

03:50

It serves as a single source of truth if you will.

03:55

BIM 360 Design includes Revit Cloud Worksharing

03:59

and we'll discuss that more.

04:01

Also, BIM 360 Coordinate features model coordination

04:06

and BIM 360 build.

04:08

We'll be focused today on BIM 360

04:11

Design for design, engineering, and documentation portion

04:16

of a project.

04:18

So let's get into BIM 360 Design and an overview of that.

04:24

BIM 360 Design is a product or a subscription.

04:28

And included in BIM 360 Design is the design collaboration

04:33

module.

04:35

Also Revit Cloud Worksharing, Collaboration for Civil 3D,

04:40

and Plant 3D is also part of BIM 360 Design and available.

04:46

Included in BIM 360 Design is Document Management.

04:51

That's that single source of truth.

04:54

That project data layer that all your project information

04:59

is stored in.

05:00

We'll also include Autodesk Desktop Connector

05:04

as part of this service.

05:05

That's a free application that integrates well with many BIM

05:14

And it currently still includes our legacy cloud

05:18

offering BIM 360 Team.

05:22

BIM 360 Design includes three key features for Revit users.

05:28

It includes a very powerful Revit Cloud worksharing

05:31

technology that enables real-time Revit worksharing

05:35

virtually anywhere with internet connectivity.

05:40

Cloud collaboration using BIM 360

05:43

is also available for Civil

05:49

We'll look at the Document Management model, or Docs

05:52

for short, as well.

05:54

Again, this is the common data platform for BIM 360.

05:58

It has accessibility controls or rather controls

06:03

for various levels of access by users.

06:06

It allows for markups and the documentation of issues

06:10

and management of issues, as well as

06:13

links and reference support.

06:16

Then we'll look at the Design Collaboration

06:18

module in more detail.

06:20

This is the heart of where collaboration exists, including

06:24

documenting, publishing, issuing packages, sharing out packages

06:30

between teams, which allows for a multi-discipline, multi-team

06:35

collaboration.

06:37

Design collaboration also features

06:39

a version comparisons and change analysis, change visualization.

06:45

And it allows each team to be able to have visibility

06:49

into all of the product activity.

06:52

And we should mention multi-model format support

06:55

as well, including IFC and Civil 3D.

07:00

Let's switch over to a live preview

07:04

of some of these features.

07:06

Let's start with Revit.

07:08

Here I'm demoing with Revit 2021.1.

07:12

You might have a different version of Revit,

07:15

but it should be very similar.

07:17

As far as Revit Cloud Worksharing goes, a lot of that

07:21

will be from the home screen in Revit.

07:26

This is your connection to your cloud project in BIM 360 Design

07:31

and on Document Management.

07:33

Notice the navigation here to BIM 360.

07:37

And up here as well is a navigation selector

07:41

where you pick the BIM 360 account that you're using.

07:46

And you may belong to more than one account site.

07:49

Some people refer to it as a hub.

07:52

Then you select the appropriate project.

07:55

And then the various files or subdirectories rather,

08:00

that contain your files.

08:03

This is presuming that the project has already

08:05

been set up and established on BIM 360.

08:09

Another component we can glance that is going over to a Revit

08:14

model, for example, we see the Collaborate tab

08:18

and manage cloud models.

08:21

And, again, this is assuming everything's

08:24

already been set up.

08:25

Selecting Manage Cloud Models brings us

08:28

to this dialogue where we can actually

08:30

see all the cloud models that exist

08:33

for this particular project.

08:36

So the first thing we do is select the appropriate project.

08:40

This then reveals to us all the various cloud models

08:44

that have already been synchronized and stored

08:47

for this project.

08:49

Here I can look at the versions of syncs that have been made

08:54

using Revit Cloud Worksharing.

08:56

So for this particular demonstration model,

09:00

it's up to 38 synchronizations.

09:04

Your project could have many more synced versions.

09:08

And that's all being stored here on the cloud.

09:11

If we jump back to the home screen--

09:15

we'll close this dialogue.

09:17

In this particular example, let's

09:19

navigate to the architectural team folder.

09:23

And we see the model listed here.

09:25

This is where you would open the model in Revit

09:28

from the cloud project.

09:30

Let's see where that lives in Document Management.

09:33

How that corresponds?

09:35

Getting to Document Management in your web browser

09:39

is as simple as going to the address b2.autodesk.com

09:44

and then selecting BIM 360 Docs.

09:48

I already have it activated in this window.

09:51

And here's Document Management.

09:53

I could navigate to that same directory.

09:57

And here's that same Revit file that we're in, in Revit.

10:01

I can select it here to preview in BIM 360 Docs.

10:06

So there's a connection here with the Revit Cloud model

10:10

and the published version of that model here

10:13

in BIM 360 Docs.

10:15

And with my Model Viewer, I can examine it even without Revit

10:19

being open.

10:22

Returning to the module selector.

10:25

The module selector is what helps

10:27

you navigate between different modules

10:30

that you have active for this project.

10:33

Let's also preview Design Collaboration quickly.

10:38

Selecting Design Collaboration from the module picker

10:41

or module selector takes us to the Design Collaboration

10:45

module in that same project.

10:48

Here we can pull down a timeline to see

10:51

the activity for that particular team and the activity

10:55

on the timeline for that team.

10:58

So we'll look at this more closely a little later

11:02

in the presentation.

11:04

Another important part of BIM 360 Design Workflows

11:09

can include the Autodesk Desktop Connector.

11:13

The Desktop Connector is a free product that

11:17

allows for a connected desktop.

11:20

That means that your desktop will be connected

11:23

to your BIM 360 account.

11:25

And that connected drive will mirror the folder structure

11:29

of your design project.

11:31

So for example, here, we're showing

11:33

a version of Desktop Connector that's

11:35

been installed on a local machine

11:37

by going to the Windows File Explorer, navigating to BIM 360

11:43

on your PC, it shows the various projects

11:49

available in that account hub.

11:52

And by selecting that project and the folders,

11:55

you can actually drill down to see the files that are

11:59

on the cloud for your project.

12:02

Switching to my web browser, I wanted

12:05

to show you where you can download the free Autodesk

12:08

Desktop Connector.

12:09

The website is autodesk.com/BIM

12:19

Here you can get a free download of Desktop Connector.

12:23

Once installed, this lives down here in your system tray.

12:27

And selecting it here, you'll get

12:29

a menu that is associated with the Desktop Connector.

12:34

The Desktop Connector is used to connect files between the cloud

12:39

project living on BIM

12:43

to your Desktop.

12:45

This diagram shows a basic sequence

12:48

of how files move from your computer to the cloud.

12:54

The first and most direct way is directly

12:57

from Revit initializing and collaborating a model

13:01

through synchronizing through Revit Cloud Worksharing.

13:05

That puts it on the cloud.

13:06

And then publishing that model moves a copy of it

13:10

to BIM 360 Docs or Document Management.

13:14

With Desktop Connector, you can link a host of other files

13:18

to the project, such as txt files, DWG files, keynotes,

13:24

Civil 3D Data shortcuts, as well as detached Revit models.

13:30

So this slide gives us an opportunity

13:32

to take a step back and think about the benefits of BIM 360

13:37

Design.

13:38

Enhanced collaboration is a big benefit.

13:41

You may have worked with Revit for many years.

13:44

And previously to do worksharing,

13:46

you had to be with someone in the same office

13:49

on your local area network or LAN.

13:52

Or perhaps you eventually move to Revit server

13:56

and could workshare with someone else

13:58

in another office in the same state or in the same country.

14:02

But that was restrictive to allowing other companies in

14:06

to collaborate on the project.

14:08

With cloud worksharing, with BIM 360 Design,

14:12

now you have controlled Revit worksharing

14:14

across all the teams regardless of their location.

14:18

This provides for faster, more efficient collaboration.

14:21

Makes design review with the various

14:24

stakeholders much easier because it's all there

14:27

to be seen on BIM 360 Docs.

14:31

This provides streamlined data, that single source of truth

14:35

that we mentioned.

14:36

Centralized project information.

14:38

For those of you who have been in the AEC industry

14:41

for a while, you know that that's

14:43

been a past constant problem of which file is the most recent?

14:48

Which file can I rely on?

14:50

Is that the one on this floppy drive, on this thumb drive,

14:54

on this hard disk, on this folder?

14:57

Now you don't have to question it.

14:59

It all exists centrally located on BIM 360 Docs.

15:04

Having BIM 360 Design, having your project on the cloud

15:07

reduces internal server hardware and IT costs.

15:10

It also comes with unlimited storage.

15:13

You remember that quick display of synchronization

15:16

that we showed in Manage Cloud Models in Revit?

15:19

We were up to 30-some syncs.

15:21

What if you had 1,000 syncs on average

15:24

for every single model in your project?

15:27

We're keeping track of that.

15:28

That's staying stored on the cloud for you in case

15:31

you need to restore one of those previous versions.

15:35

It gives you access to project data any time

15:38

and anywhere because it's there on BIM 360 Docs.

15:43

BIM 360 Design offers improved design coordination.

15:47

As compared to past methods and processes,

15:50

the coordination of deliverables on a project

15:53

is much easier for the team.

15:55

Trackable project activity, file version history,

15:59

and the ability to do collaborative markups together

16:03

online.

16:04

So just a quick overview of some of the many benefits

16:07

of BIM 360 Design.

16:09

Security is also an important factor for Autodesk

16:14

it is a priority.

16:15

And BIM 360 Design is secure.

16:19

It includes a lot of permission control granularity

16:23

in the program itself, being able to determine

16:26

who has access to what.

16:28

And then to what degree.

16:30

As well as having SOC 2 compliance.

16:33

And the security that comes with being hosted on AWS.

16:38

If your project or your customer needs more detailed information

16:42

on the security that's available through Autodesk,

16:45

there is this whitepaper available

16:47

that you could google, Autodesk BIM 360 Security Whitepaper.

16:52

As well as these websites for further information

16:57

on cloud security.

16:59

Another interesting thing to be aware of

17:02

is our Autodesk Health Dashboard.

17:05

What is that?

17:06

Let's go to it live by switching to our web browser.

17:10

And the website is health.autodesk.com.

17:15

What this is, is a display.

17:18

A readout of the current state of our cloud services.

17:23

Our many various cloud services.

17:28

You see all of them listed here.

17:30

So for example, if we scroll down to the bottom,

17:33

we see Revit Cloud Worksharing and Cloud Models.

17:37

It's a green check, which means it's currently

17:40

working as expected.

17:42

Fully operational.

17:44

Sometimes, though, there is scheduled maintenance.

17:47

We try and do any scheduled maintenance

17:49

that could impact a project at off-hours, at early morning

17:54

hours, so that it doesn't impact you.

17:57

So if there is a degradation, whether planned for or not,

18:01

you'll see an indication of a yellow exclamation point.

18:05

And in some rare cases, if it's completely down momentarily,

18:10

a red X. The only red X we see in this example is

18:14

Autodesk Revit Live because that has been discontinued.

18:20

You can also check a History for our cloud services.

18:24

Another thing I recommend is doing a health subscription.

18:27

What that is you can pick the services

18:30

you would like to be notified on of their status

18:33

should that status change.

18:35

So for Revit Cloud Worksharing, BIM 360,

18:39

Docs that would be a good thing to do.

18:42

And then you'll be emailed for any planned maintenance

18:45

or unexpected degradations or outages.

18:49

So once again, that website is health.autodesk.com.

18:53

Worth bookmarking and worth doing a subscription

18:56

to as well.

18:59

Let's now move into Rivet Cloud Worksharing.

19:02

And get an overview of that.

19:04

Here's a snapshot of the interesting history

19:07

of Revit Collaboration, which started back in 2002 when

19:13

worksharing was first introduced into Revit

19:16

and more than one person could work on the same Revit model.

19:19

Then in 2011, we introduced Revit Server,

19:23

which allowed users to collaborate over a wide area

19:26

network.

19:27

Typically, users from the same company

19:29

collaborating with different offices.

19:32

Then in 2015, Cloud Worksharing was the next step.

19:37

With collaboration for Revit or C4R, along with BIM 360 Team,

19:42

this allowed Revit users to work on their content from anywhere

19:46

at any time on the cloud.

19:49

But then starting in

19:52

has been further refined with BIM 360 Design.

19:57

So a very quick history.

19:59

And it's still moving forward.

20:01

Looking forward to seeing what future enhancements

20:04

and developments there will be with cloud worksharing

20:07

for Revit.

20:09

This shows the transition from our legacy cloud

20:12

service, BIM 360 Team, to BIM 360 Document Management.

20:18

This occurred with Revit 2018.

20:21

Starting with the update 2018.3, users

20:25

could use BIM 360 Docs or Document

20:29

Management instead of Team.

20:31

But then with Revit 2019 and newer, to do cloud worksharing

20:36

required using BIM 360 Design and Document Management.

20:41

This can be useful for some who have a mix of both, where you

20:45

might be working on older projects or archives that

20:49

are in BIM 360 Team.

20:51

Currently, you still have access to BIM 360 Team with your BIM

20:58

But as a recommendation, you should

21:01

move any existing projects off of BIM 360 Team,

21:05

either archiving them or moving them over to BIM 360 Docs

21:10

since BIM 360 Team will not be around forever.

21:15

Revit Cloud Worksharing really has much

21:18

to do with initiating your Revit model to the cloud

21:23

and keeping it synced to the cloud.

21:26

It's a very simple process.

21:28

One that Revit users will find very familiar

21:31

and it's a matter of pointing it to BIM

21:39

And then you'll get this familiar dialogue

21:42

showing the synchronization to the cloud.

21:45

We looked at this feature earlier.

21:48

This is Manage Cloud Models that you get to through Revit,

21:52

which shows the cloud model.

21:54

This is an older interface, but it's still

21:57

available for viewing sync versions.

21:60

This is really being replaced with Revit Home

22:03

that we looked at earlier.

22:05

So switching back to Revit just to remind you.

22:08

Revit Home is this window that gives you

22:11

a direct access to your BIM

22:15

and folders, as well as where you can do publishing

22:19

to BIM 360 Docs.

22:23

So we'll demo the initializing of a model to the cloud.

22:27

It starts in an existing model.

22:29

So you'll need a local project staging folder.

22:34

So you first open an existing model

22:37

or perhaps you create a new model

22:39

and then save it locally to that project staging folder.

22:44

And then you collaborate it to the cloud.

22:48

As a tip, if you're taking a project that's

22:51

already far along, well-developed,

22:54

that exists on your local area network

22:56

or on your local computer, before moving it to the cloud,

22:60

I recommend cleaning it up first.

23:02

It'd be good to audit all files, purge your files,

23:06

address any warnings that need to be resolved

23:09

before putting it on the cloud.

23:12

If a project is having problems locally,

23:15

it's most likely going to continue

23:16

to have them on the cloud.

23:18

So this is a good opportunity to do

23:20

some housekeeping before you move an existing

23:23

project to the cloud.

23:25

So before collaborating or initializing

23:28

cloud of the model, it needs to be saved locally.

23:31

So as mentioned, you'll typically

23:33

work in a local project staging directory

23:36

either on a local hard drive or your local area network.

23:42

From the Collaborate tab, you then

23:44

select the Collaborate in the Cloud button.

23:49

Navigate to the appropriate location in the dialogue.

23:53

And then select the Initiate button

23:57

to put that in the cloud.

24:01

So we're selecting the right hub, the right project,

24:04

the right folder, the right subfolder,

24:08

and then selecting initiate.

24:11

You'll get this dialogue that shows its progress

24:14

and lets you know when it's completed.

24:17

Switching over to docs and navigating

24:20

to the corresponding location where we place the model,

24:24

we'll see that model processing.

24:29

And the version here is the published version

24:33

not the sync version.

24:36

Returning back to Revit, we can see that same model

24:42

by opening it up in Manage Cloud Models,

24:47

navigating to the project, and then we

24:52

see it is been sent to the cloud and published.

24:57

We can view versions here.

24:60

And because we just put this on the cloud, it's version one.

25:05

Synchronization one for the cloud model.

25:10

Returning to the screen.

25:12

Navigating to BIM 360.

25:16

Making sure we're on the right project.

25:20

Navigating to the right folder location.

25:24

We can likewise see that model here in Revit Home.

25:30

The published status shows that the latest has been published.

25:34

That's because when we first initiate a model to the cloud,

25:38

we get a automatic publish to BIM 360 Design.

25:44

That demonstrated the process of initializing a model

25:47

to the cloud for the first time.

25:50

Once that's done, when you come back the next day

25:52

or someone else wants to work on it, here's

25:55

where you get access in Revit to that model using Revit Home.

26:00

This graphic shows the sequence of sensing to the cloud,

26:04

as well as publishing.

26:05

To help us delineate the difference.

26:08

So starting here at the bottom, early in the timeline,

26:12

we do an initiation, a collaboration to the cloud,

26:16

for the first time.

26:17

So user A puts that model into the cloud

26:21

like we just demonstrated.

26:23

It lands in the cloud and is version 1 or synced version 1.

26:27

And because this is the first time we put it into the cloud,

26:30

it will automatically be published to BIM 360

26:34

Docs, which is version 2.

26:38

And you'll see that when looking at that file in BIM 360 Docs.

26:42

But then modeling continues in the Revit model

26:46

either with the same user or other users on the team.

26:50

And they should be syncing throughout the day.

26:53

So each time anyone syncs, that sync version,

26:57

Sync With Central, increases versioning.

27:02

But at some point, someone deliberately

27:04

publishes it to the cloud, which is done from Revit Home.

27:09

And then the published version that we'll

27:11

see on BIM 360 Docs, the published latest version,

27:15

becomes version 3 in this example.

27:18

And that can continue over weeks and months.

27:21

And this versioning of synchronization and versioning

27:25

of publishing continues to increase.

27:29

So to reinforce this concept, let's demonstrate

27:32

syncing versus publishing in Manage Cloud Models.

27:37

So first in Manage Cloud Models, we see all the sync versions.

27:45

So we'll navigate to the corresponding project,

27:50

find the file, and check the view versions.

27:55

The versioning here we would call is for synchronization.

27:59

This model has been synced 27 times.

28:03

And a few occasions there were comments

28:05

that were included with the synchronization

28:08

that we see in this column.

28:12

We can use the shortcut here to switch over

28:14

to the corresponding Docs project.

28:17

We navigate to the corresponding file.

28:20

And notice that the version here is different.

28:24

Version 16 as opposed to version

28:31

So that versioning on BIM 360 Docs,

28:34

we recall, corresponds to the published version.

28:40

Because we synced this model recently,

28:43

we can check the status of the publishing

28:47

and navigate to Revit Home.

28:51

Be sure to refresh Revit Home to see the most current status.

28:56

And checking that model we notice

28:58

that an update is available.

29:01

So we can select Publish Latest here to publish a new version

29:06

to BIM 360 Docs.

29:09

Let's now do an overview of account and project

29:12

administration.

29:14

Switching to BIM

29:17

remember that we navigate through the various modules

29:20

through the Module Selector here.

29:22

And there is an account admin module and a project admin

29:27

module.

29:29

These will be available in the module selector

29:32

if you are a project admin or account admin.

29:36

If you're not, you won't see these modules.

29:40

For this discussion, we're going to look at it

29:42

from the perspective of an account administrator

29:45

and a project administrator.

29:47

The account admin module is only available to account admins.

29:52

This allows you to manage the Autodesk BIM 360

29:55

account as well as its projects, members, and company data.

30:00

So BIM 360 has two levels of administration, the account

30:05

admin and project admin.

30:07

Here's some differences-- comparison

30:10

of the differences between account and project admins.

30:13

Account admins can do all of these tasks

30:16

from account set up to managing the account member directory

30:20

to managing project members.

30:23

A project admin can only do three of these functions.

30:27

They can activate modules and add project administrators

30:30

to a project, they can add companies to a project,

30:34

and they can add project members.

30:37

So if a person is an account admin, they can do all of it.

30:40

But project admins are only able to do these three tasks

30:46

compared to account admin.

30:48

In project administration, you can, as you see along the top

30:52

there, manage members, companies, services,

30:57

and the project profile.

30:59

For members, you can see what services

31:01

are enabled for each user.

31:04

So we see an example of users for this particular project

31:08

and which of the modules they have access to.

31:12

And we have a lot of project admins set

31:15

for this particular project.

31:17

But notice here, Mr. Coffee is a user and not

31:22

an admin for these modules, design collaboration

31:27

and document management.

31:28

So this might be very common for larger teams.

31:32

You'll have fewer project admins than you will users.

31:37

Remember too that BIM 360 Document Management, as well as

31:41

Design Collaboration, are required modules for a Revit

31:46

Cloud Workshared project.

31:48

There are other modules here that

31:49

are optional such as Project Management

31:52

in this example, Model Coordination, Field Management.

31:55

This illustrates that other BIM 360 modules could be

31:59

activated for a given project.

32:02

And they can be activated later.

32:04

They don't have to be activated the moment the project is

32:08

created.

32:10

The company directory keeps the list of all companies

32:13

across all projects in an account.

32:16

There are two main approaches to managing companies

32:20

such as trade subcontractors in BIM 360.

32:24

You can either add companies to the directory in the account

32:28

admin module during the account set up.

32:31

Or you can add companies at a later stage

32:33

when adding members from that company.

32:36

But where possible, it's better to add companies

32:39

to the directory in the account set up.

32:41

This provides greater control of the company data

32:44

and will reduce really the likelihood of creating

32:46

duplicate companies.

32:49

Services shows which services are active in a given project

32:54

or that can be activated.

32:56

And we can also see who the admins

32:59

are for each service with the pulldowns here on the right.

33:04

Here, again, the module picture.

33:06

The module selector allows you to navigate

33:09

between various modules in a project.

33:12

Notice in this example, we don't have those additional BIM 360

33:17

modules activated yet.

33:19

Just Document Management and Design collaboration.

33:23

So here are the key modules for BIM 360 Design.

33:27

Account Admin.

33:29

So when you're an account admin administrator,

33:32

you will be in charge of those account-level tasks.

33:35

If you're not an account admin, you

33:37

won't see this or have access to this particular module.

33:41

Project Admin.

33:42

So when you're a project administrator for the project,

33:45

you will have access to this module.

33:47

And likewise, if you're not a project admin,

33:50

this won't appear in your module selector.

33:53

Then the Document Management module,

33:56

which will take a closer look at here shortly.

33:58

And the Design Collaboration module,

34:01

which is required for cloud-based worksharing

34:04

in Revit utilizing BIM 360.

34:06

It needs to be enabled on a per-project basis.

34:10

So then with those four pieces in place,

34:13

individual users can begin to leverage their BIM authoring

34:16

tools for cloud worksharing.

34:19

So not only Revit, but also Civil 3D if you choose,

34:23

as well as Plant 3D Cloud Collaboration

34:26

all works through the Design Collaboration module.

34:31

Then additional modules could be activated.

34:33

Project Home is a web portal to the key project metrics

34:38

and information to allow project managers and key stakeholders

34:42

insight into the project, its progress, and other happenings

34:47

and events.

34:48

Project Management module for managing a construction

34:52

project.

34:52

This includes meeting minutes, RFIs, and submittals.

34:56

Model coordination.

34:58

This module is used for clash detection

35:00

and automating and simplifying model coordination.

35:04

Field Management.

35:06

Another option.

35:08

Insight module for reviewing and analyzing project data,

35:11

including risks, design metrics, project controls around RFIs,

35:17

et cetera.

35:18

And Cost management is yet another module

35:21

that could be added.

35:22

Remember, though, that you must activate Design Collaboration

35:26

and Document Management module to enable

35:29

making use of BIM 360 Design.

35:32

And we'll also remind you that this again

35:35

is for project administrators or account administrators.

35:39

If you're a user, this will already

35:41

be activated and set up for you.

35:45

At that point, you're ready to move

35:47

into the Document Management module to work on the project.

35:52

Document Management module is really the data management

35:55

workhorse of the whole process.

35:58

BIM 360 Docs provides that control data and document

36:03

management for all your project information from design

36:06

through construction.

36:08

It's required for all BIM 360 projects.

36:12

Storage for a variety of project files.

36:16

At this point, I'd like to switch over to my web browser

36:19

and show you the help article here

36:22

that shows all the files that you can store on BIM 360 Docs.

36:28

Just a snapshot of the many files

36:31

that are compatible with BIM 360 Document Management.

36:36

BIM 360 Docs is where you record issues and manage issues

36:41

in the documents, markups, and version

36:43

control of those documents as you see illustrated here

36:47

on the right.

36:48

Here's where you determine permission controls

36:51

for the various users.

36:53

Also where you can do document and model comparison and review

36:57

capabilities.

36:59

In a brand new BIM

37:02

that's created without a template,

37:04

it starts out with these two default folders--

37:08

plans and projects.

37:11

Returning to our demonstration project,

37:14

using my module picker, I'll navigate back

37:17

to Document Management.

37:22

And here you see those same folders.

37:25

So when a project is first created by the project

37:28

administrator or by the account administrator,

37:33

these two folders appear automatically by default

37:36

if a template isn't used.

37:38

So what are those two folders for?

37:41

Project Files is primarily for your active Revit teams

37:46

to be in here where the collaboration occurs.

37:49

So your Revit Cloud Workshared folders, your team folders

37:53

will be under project files.

37:55

Here's where your Revit collaboration takes place.

37:58

The Plans the directory is a great location

38:01

for progress reviews of construction document sets

38:05

or progress sets, milestone reviews, archiving documents,

38:10

storing documents.

38:12

You'll largely be using PDF files in the Plans folder,

38:16

but also Revit files which can be automatically split out

38:21

into their various views and sheets.

38:25

Likewise, here is a Sets button.

38:28

So we were looking at folders a moment ago

38:31

and the default folders.

38:33

Also here are Sets.

38:35

Sets are a way to label the various Revit

38:39

models, the various sheets, the various views that

38:43

are in the Plans directory based on whatever system

38:47

you'd like to organize them by.

38:49

It's like a hashtag system.

38:51

These are 50% design development drawings.

38:55

These are 90% construction development drawings.

38:58

You can associate sets and view and manage these document sets.

39:05

This becomes very helpful for filters, for assorting,

39:09

and for managing various issues, markups, comments, reviews.

39:15

I might mention that sets here can sometimes be confused

39:19

with publish settings in Revit.

39:21

And we want to make sure to avoid that confusion.

39:24

So if I go to Revit for a moment.

39:27

And let's look at a model in Revit.

39:29

So when I look at my Collaborate tab,

39:32

perhaps you're familiar with public settings.

39:35

If I select Public Settings, I get this dialogue

39:40

where I select the various views and sheets

39:44

that I want to be included when I publish this model.

39:48

And I could include multiple publish settings.

39:52

And then all of these views and 2D sheets

39:56

get included when I publish out my model.

39:60

Some people refer to these as sets, select sets here.

40:05

But this is different from the document sets

40:08

that we're talking about in BIM 360 Docs.

40:12

Publish Settings play a very important role

40:14

in what is viewed in BIM 360 Docs.

40:18

But these sets are more that categorization, hashtag-type

40:22

system of labeling the various documents in BIM 360 Document

40:27

Management.

40:29

It can be managed here on the left through filtering

40:32

and sorting based on the sets you've predetermined.

40:37

Within Project Files, new folders can be created.

40:41

And permissions for those folders

40:43

can be set up by user or role or company.

40:47

One recommendation I would make here

40:49

is when you create a Folders that your various teams will

40:53

be using here, you might want to consider including

40:57

a prefix like an underscore or even a numeric prefix

41:03

to force those active teams to sort to the top of the folder

41:08

structure.

41:09

That's because this is sorted alphabetically.

41:12

So it's just a nice way to keep all those team

41:14

folders towards the top.

41:16

For any folder, you'll select these three dots.

41:19

You have these various tasks you can do,

41:22

such as adding a subfolder, renaming, deleting,

41:26

and then this is also where you can set

41:29

permissions for that folder.

41:32

Here's a view of the Project Home module,

41:35

available to all of your BIM 360 Docs projects.

41:39

Here's a central location where you

41:41

can place a lot of project information such as the project

41:45

address, the weather where that project site is.

41:49

Also a consolidated view of various project issues

41:54

and other information.

41:57

Let's now move into the Design Collaboration model overview.

42:02

Here's a snapshot of the anatomy of the Design Collaboration

42:06

model.

42:07

We can look at this live as well.

42:09

But here we see that the top is the account and project

42:13

selector.

42:15

Remember that our module picker is here.

42:18

And then this is the timeline of the various project

42:23

activity of the different teams on the project.

42:26

Here we see illustrated a variety

42:29

of disciplines and teams that are active in this project.

42:33

The active team is listed on the bottom.

42:36

Showing the corresponding team space here,

42:39

where you can see all the various sets

42:42

in that team space in the models,

42:45

as well as any issues that have been created by the team

42:49

as they review their documents, did markups, created issues

42:55

likewise in this space, you can view the project model.

43:00

Here's another view of that timeline

43:03

and a overview of the various activities

43:06

that you could see on the timeline

43:08

and what the team space looks like when

43:11

previewing the project model.

43:14

Let's look at that live for a moment.

43:16

We left off in the Document Management module.

43:19

So I'll go to my module picker and select

43:22

Design Collaboration.

43:26

Notice that I'm not seeing the timeline,

43:28

so this looks a little different than what we've just seen.

43:32

That's because the timeline has collapsed.

43:34

So I just need to be aware that the pull-down is here.

43:37

And I select it once and I get the timeline

43:40

for my active team, which currently

43:43

is the architectural team.

43:45

If I select that a second time, I get all the active teams

43:49

for this particular project.

43:51

This timeline is on a scalable chart.

43:57

Or I can look at it in a close-in view or a very

44:01

extended view.

44:03

And then I see these symbols.

44:05

There's an entire legend available for this

44:07

in the help documentation.

44:09

But just what this is showing is when various teams

44:13

did the publishing of their documents to BIM 360 Docs,

44:17

like we mentioned.

44:18

Notice, in this case, this particular model

44:21

was published this particular date.

44:25

So other teams can see what activity has been

44:28

happening in the various teams.

44:31

This is also where a team can decide

44:34

they're ready to share out their model to the other teams.

44:38

They want to create what's called a package.

44:41

They've developed their models to the point where they're

44:43

ready for the other teams to have them, review them, use

44:48

them as links in their Revit model.

44:51

So, for example, the architectural team

44:54

may have reached 50% design development.

44:57

They've reviewed and approved that in-house.

45:01

They're now ready to distribute that

45:03

to the consultants or other team members.

45:05

They can create a package here.

45:08

And that package is a subject for a more detailed

45:11

presentation.

45:12

But this then places the architectural model

45:16

in its approved state.

45:18

And puts it in directories for the other teams to utilize.

45:25

Let's look at the project model for the architectural team.

45:29

What a project model is it's an aggregated view

45:34

of the various models that are being

45:37

stored in the Architectural Teams folder in their team

45:41

space.

45:42

And notice this timeline takes a lot of real estate

45:45

up on the screen.

45:47

So I'm going to remember to just collapse that and get a little

45:51

more viewing space here to look at my project model

45:55

from the architectural team.

45:57

Over here I can actually see all the models

46:01

that have been included in this view.

46:03

And I can control whether they're being shown or not.

46:06

And I can turn them off.

46:08

I can even turn off the consumed models

46:12

that I've linked in here.

46:14

Shutting off structural by clicking this check.

46:19

Shutting off mechanical, shutting off plumbing,

46:22

and being left with the architectural model.

46:25

Likewise, that could leave structural on and turn off

46:28

architectural.

46:30

I have a lot of controls down here where

46:32

I can actually do some slicing and section

46:36

analysis to get in here and view it more closely.

46:41

I can zoom, pan, rotate.

46:44

I can also view by levels, where I can isolate a level

46:49

and have the other stuff ghosted or disappear.

46:53

And notice I'm doing all of this on my website browser

46:58

in the Design Collaboration module.

47:00

I don't have to have Revit.

47:02

So other key stakeholders can get

47:04

in here who don't even use Revit and view the model here as

47:09

well.

47:10

So just a quick overview of the design module.

47:14

So just quickly reviewing some of the benefits

47:17

and uses of this module.

47:20

Collaboration is greatly enhanced.

47:23

Sharing out BIM content.

47:25

Using packages, which we mentioned,

47:28

but we weren't able to demonstrate that in detail.

47:31

Very immersive multi-modal viewing, which we did also

47:35

quickly demonstrate.

47:36

You can create and review design issues.

47:39

Issues is a very powerful feature in BIM 360.

47:43

And can be used project-wide by all the teams

47:46

to track issues that need to be reviewed, addressed,

47:49

resolved in a project.

47:51

You can view and track the team timelines.

47:55

Get a really good overview and a granular detailed view

47:59

of what is the activity of each team in the project.

48:04

Their secure permissions.

48:06

We can visualize model changes from the current version

48:10

to the previous version.

48:11

And we can powerfully coordinate project deliverables

48:15

in that one module.

48:18

There are many helpful resources and links

48:22

on the web that are listed here.

48:25

You can google these or use this slide deck for an active link

48:31

to these resources.

48:33

One of the ones we looked at in this presentation

48:36

was the Autodesk Health dashboard.

48:39

Another helpful website to be aware of

48:42

is customersuccess.autodesk.com.

48:46

Here you'll find recordings of past webinars

48:49

and presentations, articles as well as live meetup groups

48:55

that you can join based on your industry and your area

48:58

of interest.

49:00

So to review our whirlwind tour today of BIM 360 Design,

49:06

we took a quick look at the overall platform

49:08

and what BIM 360 is built on top of.

49:11

And then how BIM 360 Design fits into that platform.

49:16

And then we looked at the various components of BIM 360

49:19

Design, including Revit Cloud Worksharing, account

49:23

and project administration, Document Management overview,

49:27

as well as design collaboration overview.

49:30

I hope you found it helpful.

49:31

And I hope it whetted your appetite

49:33

to look into how this could benefit your Revit

49:37

projects in the future.

49:39

For further information, feel free to use the Autodesk

49:42

knowledge network online to search for any topics that

49:46

interest you.

49:47

And if you need any further support from Autodesk,

49:51

reach out to customer support.

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