Manage your facilities portfolio

00:03

When you first log in to Autodesk Tandem, you are met with the Home page,

00:07

where your most recently viewed facilities, saved views, and dashboards are listed.

00:13

The overview of your facilities portfolio can be found by navigating to the Facilities page in the header navigation bar.

00:21

The facilities page displays a list of facility cards.

00:25

Additionally, you can create new facilities or manage and access your existing facilities.

00:32

To add a facility, click Create New Facility and enter a Facility Name.

00:38

Further information, such as a Facility Template, Project Name, and Facility Address can be entered here as well,

00:45

but these fields are optional.

00:48

When you are finished, click Create, or in this case, click Cancel to close the dialog.

00:55

Note that if the Create New Facility button is not active,

00:58

you may not have sufficient permissions within the account,

01:01

and you will need to work with your account administrator as necessary.

01:05

If you would like to edit data for an existing facility,

01:08

on the facility card, click the Edit facility details pencil icon.

01:13

This opens the Update Facility dialog, where you can add or edit facility details.

01:19

Click Update to add the changes.

01:22

When you select a facility card, in the facility details panel,

01:27

you see a list of recently viewed Saved Views, and Dashboards, and who created them.

01:32

These are grouped by event type—views or dashboards.

01:37

To view recent changes to a facility, click View History.

01:42

Users can filter this event history to a specific source using the All Sources drop-down.

01:48

Or, you can click the Date drop-down to filter events by a specific time period.

01:54

There are several ways to access the facility.

01:57

At the top of the panel, you can either click Open, or you can expand the associated drop-down to open a specific facility view.

02:06

Another way to open a facility is to simply double-click the facility card.

02:11

To access projects that have been shared with you from outside of your account, click Shared With Me.

02:17

Lastly, you can switch accounts by clicking the active account name in the upper-right corner,

02:23

and then selecting the desired account.