Review and mark up files in BIM 360 Docs

00:01

PRESENTER: Starting on our project home screen,

00:04

we will navigate to document management module again.

00:09

Once on the document management module,

00:10

we will select the PDF number

00:17

Once this file is open, we will then

00:20

start to investigate the markup tools that

00:23

are available inside BIM360.

00:26

Our markup tools are located over here

00:28

on the right side of our screen.

00:32

We're able to easily communicate with our design team

00:36

by adding the information directly

00:37

to the PDFs that were saved up into the BIM360 portal.

00:43

The markup tools are also available in the project files

00:47

folders for any documents that you may have uploaded there.

00:52

So what we're doing here is we've created

00:54

a markup in our drawing.

00:55

And we've set that markup to public so everyone that

00:59

is part of the project can see the markets that

01:01

have been created for this particular sheet.

01:04

We can go over to our markups tab

01:06

and change that status if we so desire.

01:10

And now we're included in another markup.

01:12

And this time, the text that we're going to put in we're

01:15

going to rotate and show you that we have a variety of tools

01:19

and a variety of ways to format the information or the markups

01:23

that we're adding to our documents.

01:34

And once we've created our markup and saved it,

01:36

we can then come back to any of the markups

01:39

that we've created in the past and edit those.

01:42

You see that BIM360 then moves the focus to the markup

01:49

that we've chosen to edit, and all of the tools

01:51

become available to us for markups.

01:55

There are a number of tools at the bottom of the BIM360 window

01:58

that give us access to controlling

01:59

the way the document displays in our browser,

02:03

as well as full control over the layers

02:05

that were published through Civil 3D.

02:14

We now move down the list on the left hand side to our issues.

02:19

We can create an issue around a specific area

02:22

or mark the issue location inside the documents in BIM360.

02:29

Once we have marked the issue, we

02:31

are given the opportunity to provide

02:33

some additional information about that issue,

02:35

as well as assigning the issue to a specific individual

02:39

in our BIM360 project and assign a due date

02:44

for that specific issue.

02:47

We are given the opportunity to provide

02:49

some additional information via a description

02:52

and a root cause for this issue as being displayed.

02:57

As previously mentioned, when you

02:58

upload a new version of your PDF to the BIM360 environment,

03:02

you are not overwriting or losing

03:05

your previous documentation, but merely adding a new version

03:08

of that particular file.

03:10

This gives you the ability to revert back

03:13

or to compare those documents as we showed earlier.

03:17

Now we'll migrate back to the insights module

03:20

to take a look at our home dashboard

03:23

to find out about any issues or any information

03:25

about our project that is important to us.

03:33

We will now migrate back over into the document management

03:37

module, and we will take a look at our version and control,

03:40

understanding that we have the ability

03:42

to go back to a previous version of a document

03:46

that we have saved up into the BIM360 portal.

03:49

This gives us the opportunity to restore a document that

03:54

may have been removed by mistake or revert back

03:58

to a document due to a change in our project design.

04:02

Also know that you have access to a trash

04:05

facility inside BIM360 so your documentation is never deleted

04:10

permanently from your project.

04:12

You do have access to go back to those particular files

04:15

that you have removed.

04:17

As you can see here, I am going to revert back

04:19

to the first version of this particular drawing,

04:24

because it is the one that was showing the profile of you

04:27

as we intended it to be shown.

Video transcript

00:01

PRESENTER: Starting on our project home screen,

00:04

we will navigate to document management module again.

00:09

Once on the document management module,

00:10

we will select the PDF number

00:17

Once this file is open, we will then

00:20

start to investigate the markup tools that

00:23

are available inside BIM360.

00:26

Our markup tools are located over here

00:28

on the right side of our screen.

00:32

We're able to easily communicate with our design team

00:36

by adding the information directly

00:37

to the PDFs that were saved up into the BIM360 portal.

00:43

The markup tools are also available in the project files

00:47

folders for any documents that you may have uploaded there.

00:52

So what we're doing here is we've created

00:54

a markup in our drawing.

00:55

And we've set that markup to public so everyone that

00:59

is part of the project can see the markets that

01:01

have been created for this particular sheet.

01:04

We can go over to our markups tab

01:06

and change that status if we so desire.

01:10

And now we're included in another markup.

01:12

And this time, the text that we're going to put in we're

01:15

going to rotate and show you that we have a variety of tools

01:19

and a variety of ways to format the information or the markups

01:23

that we're adding to our documents.

01:34

And once we've created our markup and saved it,

01:36

we can then come back to any of the markups

01:39

that we've created in the past and edit those.

01:42

You see that BIM360 then moves the focus to the markup

01:49

that we've chosen to edit, and all of the tools

01:51

become available to us for markups.

01:55

There are a number of tools at the bottom of the BIM360 window

01:58

that give us access to controlling

01:59

the way the document displays in our browser,

02:03

as well as full control over the layers

02:05

that were published through Civil 3D.

02:14

We now move down the list on the left hand side to our issues.

02:19

We can create an issue around a specific area

02:22

or mark the issue location inside the documents in BIM360.

02:29

Once we have marked the issue, we

02:31

are given the opportunity to provide

02:33

some additional information about that issue,

02:35

as well as assigning the issue to a specific individual

02:39

in our BIM360 project and assign a due date

02:44

for that specific issue.

02:47

We are given the opportunity to provide

02:49

some additional information via a description

02:52

and a root cause for this issue as being displayed.

02:57

As previously mentioned, when you

02:58

upload a new version of your PDF to the BIM360 environment,

03:02

you are not overwriting or losing

03:05

your previous documentation, but merely adding a new version

03:08

of that particular file.

03:10

This gives you the ability to revert back

03:13

or to compare those documents as we showed earlier.

03:17

Now we'll migrate back to the insights module

03:20

to take a look at our home dashboard

03:23

to find out about any issues or any information

03:25

about our project that is important to us.

03:33

We will now migrate back over into the document management

03:37

module, and we will take a look at our version and control,

03:40

understanding that we have the ability

03:42

to go back to a previous version of a document

03:46

that we have saved up into the BIM360 portal.

03:49

This gives us the opportunity to restore a document that

03:54

may have been removed by mistake or revert back

03:58

to a document due to a change in our project design.

04:02

Also know that you have access to a trash

04:05

facility inside BIM360 so your documentation is never deleted

04:10

permanently from your project.

04:12

You do have access to go back to those particular files

04:15

that you have removed.

04:17

As you can see here, I am going to revert back

04:19

to the first version of this particular drawing,

04:24

because it is the one that was showing the profile of you

04:27

as we intended it to be shown.

Review and mark up files inside BIM 360 Docs - Exercise

Mark up tools in BIM 360

  1. Open BIM 360 and navigate to the Document Management Portal.



  2. Navigate to the Plans folders and select drawing 1 for ConnectedLearningWay.



  3. Explore the mark up tools located to the right.



  4. Explore the documents navigation tools at the bottom.

Issues tools in BIM 360

  1. Open BIM 360 and navigate to the Document Management Portal.



  2. Navigate to the Plans folders and select drawing 1 for ConnectedLearningWay.



  3. Open the Issues Icon on the right.
  4. Click a location to place the issue push pin and fill out the required information:
    1. Type
    2. Status
    3. Title
  5. Explore the other options such as Assign To, Due Date, etc.
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