Success Plan: Document Management for Architecture, Engineering, and Construction Maturity 1

The ability to manage the processes and practices for the creation, review, modification, issuance, distribution, and accessibility of documents.


Course overview

The ability to manage the processes and practices for the creation, review, modification, issuance, distribution, and accessibility of documents. Do you want to have digital documents, models, and information with manual versioning and auditing in authoring technology?​

  • Any of the modules in this course will help you accomplish any of the objectives above. Simply get started in the module of your choice depending upon the technology that your team has access to.

Course outline

20 min.

Coaching: Set Folder Structures and Permissions in Autodesk BIM Collaborate

When folder structures are set up in an organized way and users can subscribe to folder updates, teams spend less time finding documents and more time monitoring the project and solving problems. In this module, you learn how to create a project site in Autodesk BIM Collaborate and define the folder structure. You also apply folder permissions to ensure the right people have access to the right data.

When folder structures are set up in an organized way and users can subscribe to folder updates, teams spend less time finding documents and more time monitoring the project and solving problems. In this module, you learn how to create a project site in Autodesk BIM Collaborate and define the folder structure. You also apply folder permissions to ensure the right people have access to the right data.

This module takes approximately 20 minutes to complete. By the end of the module, you should be able to: 

  • Enable Design Collaborate for a project 
  • Create Teams in Design Collaboration 
  • Assign permission and access to Team folders 


20 min.

Coaching: Upload/Share Project Models Using Autodesk BIM Collaborate

Uploading and sharing project files is the first step in establishing a successful document management process for your project. It is essential to assign permission levels appropriately to ensure the right people have access to the right information inside Autodesk BIM Collaborate. In this module, you learn how to share your project models with other Teams using Autodesk BIM Collaborate.

Uploading and sharing project files is the first step in establishing a successful document management process for your project. It is essential to assign permission levels appropriately to ensure the right people have access to the right information inside Autodesk BIM Collaborate. In this module, you learn how to share your project models with other Teams using Autodesk BIM Collaborate.

This module takes approximately 20 minutes to complete. By the end of the module, you should be able to: 

  • Create packages in Design Collaboration 
  • Understand how to view other teams' packages 
  • Consume a package in Design Collaboration 

Capability: Document Management - The ability to manage the practices for the creation, review, modifucation, issuance, distribution and accessibility of documents, including design, best practices, safety, alerts and announcements

Benefits:

  • Improve Collaboration
  • Reduce Overall Design Time
  • Manage Design and Project Complexity

Audience:

  • Architect
  • Strucural Engineer
  • BIM Manager