IMPLEMENTING WITH BIM

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BIM I m p l e m e n t a t i o n Guide

.5.1 Creating a Naming Standard 20

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Table of Contents

.1. INTRODUCTION 04

.2. PURPOSE 06

.3. ACCOUNT ADMIN ACTIVITIES 06

.3.1 Getting to Account Admin 06

.3.2 Defining Roles3.2 Defining Roles 07

.3.3 Creating Companies3.3 Creating Companies 09

.3.4 Inviting Members3.4 Inviting Members 12

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3.5 Creating a Project (Based on Template if 3.5 Creating a Project (Based on Template if

Possible)Possible) 14

.4. PROJECT ADMIN ACTIVITIES 17

.4.1 Define Project Metadata 17

.4.2 Invite Members4.2 Invite Members 19

.5.0 ACC DOCS ACTIVITIES5.0 ACC DOCS ACTIVITIES 20

. 5.2 Creating Custom Attributes5.2 Creating Custom Attributes 23

.5.3 Defining Folder Structure5.3 Defining Folder Structure 25

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BIM I m p l e m e n t a t i o n Guide

Table of Contents

. 5.7 Defining Issue Types and Corresponding Custom At-

tributes 37

.6.3 Meetings and Defining Their Naming 53

.7. ACC MODEL COORDINATION7. ACC MODEL COORDINATION 58

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.5.5 Enforcing Naming Standard5.5 Enforcing Naming Standard 29

.5.6 Creating Approval Workflow5.6 Creating Approval Workflow 30

. 5.4 Applying Access Control per Role5.4 Applying Access Control per Role 27

.6. ACC DESIGN COLLABORATION ACTIVITIES 46

.6.1 Create Collaboration Teams6.1 Create Collaboration Teams 47

.6.2 Add Watch Groups6.2 Add Watch Groups 50

. 6.4 Leverage Correspondence6.4 Leverage Correspondence 56

. 7.1 Defining Coordination Spaces7.1 Defining Coordination Spaces 58

.7.2 Creating Coordination Views7.2 Creating Coordination Views 60

.7.3 Defining Clashes Settings7.3 Defining Clashes Settings 61

.7.4 Integrating Desktop Authoring with ACC7.4 Integrating Desktop Authoring with ACC 62

.8. ACC TAKE-OFF 8. ACC TAKE-OFF 65

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BIM I m p l e m e n t a t i o n Guide

Table of Contents

. 9.4 Managing Assets 79

. 10. Reporting 91

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. 8.1 Defining Measurement & Classification Systems 8.1 Defining Measurement & Classification Systems

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.8.2 Specifying the Required Sheets and Models8.2 Specifying the Required Sheets and Models 67

.8. 3 Packages 8. 3 Packages 67

.9. ACC BUILD 9. ACC BUILD 72

.9.1 Defining Forms for Quality Management9.1 Defining Forms for Quality Management 72

.9.2 Identifying Stakeholders for RFI’s9.2 Identifying Stakeholders for RFI’s 77

.9.3 Uploading the Schedule9.3 Uploading the Schedule 78

.10.1 Using Power BI Template 92

. 10.2 Cards 93

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1. Introduction This document assumes that the reader already has access to Autodesk Construction Cloud, specifi- cally the following modules:

ACC Docs • Files • Transmittal • Issues • Reports ACC Design Collaboration • Home • Issues • Project Status • Changes • Meetings • Correspondence • Reports ACC Model Coordination • Models • Clashes • Issues • Meetings • Correspondence • Reports

ACC Take-off • Home • Packages • Sheets and Models • Files ACC Build • Home • Sheets • Files • Issues • Forms • Photos • RFIs • Submittals • Meetings • Correspondence • Schedule • Assets • Reports

2. Purpose This implementation guide assumes that you are the Autodesk Construction Cloud admin for a company called AD-GC. AD-GC deals with multiple companies to design and deliver the project. This guide will provide a step-by-step guide with images on how to set up Autodesk Construction Cloud to fulfil all the requirements of a BIM implementation on a Project. The guide will use the simplified approach to BIM implementation. In other words, the folder structure will not use the expanded IS019650 structure of S0,S1,S2,S3,S4,S5,A,B,C , but instead WIP, Shared, Published only. There will be cross-linking between this implementation guide and the BIM standard(s)standard(s) provided by Autodesk.

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3. Account Admin Activities

The first step is to go to link acc.autodesk.com or acc.autodesk.eu depending on the region you are required to use.

The first thing you see is the Sign in screen:

3.1 Getting to Account Admin

After you enter your credentials, you will see the first page which is by default the project list. On the top left-hand corner, you see the account admin link. Click on it to enter Account Admin mode.

In the Account Admin go to roles:

3.2 Defining Roles

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Then click on the Add role button and add the following roles in the Role name field:

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• BIM-Project-Admin: This role configures the project. • BIM-Consumer: Viewer Only (does not have rights to change documents or models) • BIM-Controller: Authoring roles who create documents. • BIM-Approver: Checking of document created by the controller. • BIM-Assurer: Reviewer of documents before sharing, with the ability to create Issues and deal with third parties outside the team. • BIM-Creator: This is similar to the controller but on the drawing and 3D model level. They can also delete files and properties.

To grant access to roles based on specific companies, it will be necessary to create role and responsibility combinations. For example, if there is an MEP subcontrac- tor who requires permission to create drawings solely within a designated folder, their assigned role will be BIM-Controller-MEP.

In the Account Admin go to Companies and click on + Add company.

3.3 Creating Companies

When the Add company window opens, fill it in. Try to include the trade as it will be used later.

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After you enter your credentials, you will see the first page which is by default the project list. On the top left-hand corner, you see the account admin link. Click on it to enter Account Admin mode.

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For this implementation let’s create companies representing the following:

• General Contractor: Trade used General Contractor • Owner: Trade used Owner • Architect: Trade used Architecture • Civil: Trade used EarthWork • Structural: Trade used Concrete • MEP: Trade used Plumbing • Finishing: Trade Used Finishes • In the end, you should have a list similar to the one below:

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In the Account Admin select the Members tab:

3.4 Inviting Members

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On the page, you will see +Admin members

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Add the email of the person along with their company and default role.

Note: Do not tick Account Administrator or Executive. It is essential to repeat this step for all stakeholders, as well as company members who are involved in any capacity, whether providing input or receiving output to the project.

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3.5 Creating a Project (Based on Template if Possi- ble) The final step in the Account Admin is to create the project. First, go to the project tab under Account Admin.

You will find a button name + Create Project.

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Fill out the fields.

Note: It is recommended to create a template for BIM projects to avoid repeating many of the steps that will follow.

Click on it and the following window will pop up:

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Once the project is created you need to assign various services to project users starting with the Administrator.

Once services are activated you should be able to see them in the project admin setting drop-down.

4.1.1. Define Work Breakdown Structure (WBS) Locations Let’s go to the Project Admin, and under settings, there is a tab called Locations.

Locations can be added one at a time or via an Excel template.

To be consistent with BIM implementation, it is important to follow the Planning WBS for

location (only the construction portion). Otherwise, you might end up with a large number

of locations that become confusing.

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Now we are ready to handle project admin activities.

4. Project Admin Activities 4.1. Define Project Metadata

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For Instance, this is an extract from the schedule:.

…and these are the recommended WBS-based locations:

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It is not advisable to provide excessive detail, such as specifying individual rooms or types of finishes or walls, as this can make it challenging for the site team to locate the appropriate WBS.

4.2 Invite Members Under Project Admin go to members and click on +Add members.

The following window will pop up:

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Note: When adding a member to a project you can define the company, the role and the Autodesk ser- vices they can have.

5. ACC DOCS ACTIVITIES For the purpose of this guide, let’s see how to set up the below workflow:

We also require to have the following iterations in place:

We also want to ascertain a logical folder structure, and naming standard.

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5.1 CREATING A NAMING STANDARD ACC already has an existing naming standard in line with industry best practices. It can be accessed by going to Docs, Files, Settings drop down and then Naming Standard.

The default – ISO 19650 will show. Click on the view link.

The file name preview will show as per the below:

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The file name preview will show as per the below:

Note: You can always download the template and fill it up in line with the project requirements via the three dots and Download Template.

The downloaded Excel template has all the instructions needed to help you out. But a few items need to be clarified first.

If the file is named externally to ACC, it will include all the prescribed conventions. Subsequently, ACC will be able to discern what should be retained in the file and what should be included as attributes.

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Example: We have this file EIR-CK-M8-01-M2-A-18750-S0-A.02-PM_40_40_27.pdf The second you upload the file you will get this screen:

Notice how the File Naming attributes are already filed, while the related attributes are not. You need to select them from the system.

Tip: You can always hover over the file name to see the original file names:

After making the right selection of related attributes click on upload. The file will now follow the exact requirements of the BIM standard naming.

5.2 CREATING CUSTOM ATTRIBUTES Interestingly when you activate the naming standard, the system will create automatically the needed attributes.

Before activating Naming Standards:

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After Activating Naming Standards:

The general recommendation for a simplified folder structure approach is to have the

three main containers as WIP, Shared and Published. Then under each one use Type, and

then Role as this is where access control is implemented.

This is a screenshot of how the Folder Structure would look like:

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Note: Activating naming standard is done by clicking on the apply button in this window:

5.3. Defining Folder Structure

Tip: Going into this detailed level of folders might be cumbersome. A simpler approach is

to use this folder structure:

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5.4 APPLING ACCESS CONTROL PER ROLE Within the WIP folder and its subfolders, it is advisable to designate a team administrator. This individual will be responsible for determining access permissions for members within their team.

For example, let’s say a civil subcontractor has a surveyor tasked with creating 2D drawings. The team administrator will decide and grant the necessary access using these steps:

1) Grant Access with Edit Level for Company AD-CV to the B-Surveyor folder under M2-2D Model in the WIP folder.

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2) Further Grant Access with View Level for Company AD-CV to the B-Surveyor folder under M2-2D Model in the Shared folder.

3) Now at the same folder above, grant access with Create access level to BIM-Controller and BIM Ap- prover.

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Follow the same logic for all folders with this following table in mind:

5.5 ENFORCING NAMING STANDARD Enforcing naming standards can be applied to any folder or its subfolders. Simply click on the three dots next to the folder name, navigate to “More” in the context menu that appears, and then select “Enforce Naming Standard,” as shown below:

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The next window will give the option to choose either the folder of choice or the folder and its subfolder. To action the choice press on the Enforce button.

Tip: It is key to ensure that the basics of the naming convention are present before starting the job. These are Originator, Volume/System, Level/Location, Type and Role on the File Naming side. For Status and Classification, these affect the related Attribute side.

5.6 CREATING APPROVAL WORKFLOW Let’s go back to the workflow at the beginning of section 5. Every document needs to undergo a series of steps from checking and approvals before it becomes usable. For this, ACC provides the Reviews feature as the vehicle to implement these activities.

To get to Reviews, you need to be on the Docs service and select Reviews tab, then click on the settings link.

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Then click on the +Create approval workflow

The system will let you choose between various types of workflows:

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For most of the BIM cases, you would need a one-step approval only. Select One Step Approval, then click Next:

The Main Screen of the approval workflow creation will appear. Three main functionalities matter: The Approv- er, the File Review Status and the folder to copy the file to.

As an example, we have architectural 2D drawings that were produced by the architectural firm. They need to be approved and then shared with the structural engineering firm. • Workflow Name: ARCH-SHAR • Initiator: Architect Company BIM-Creator Role • Approver: Architect Company BIM-Assurer Role • File Review Status to Suffixed by: - by – Architect • Destination Folder: Shared/M2-2D Model/A-Architect

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And then click Save.

The following Table can be used as a guideline for the various reviews that can be created by the admin:

Review Name

Originating Firm

Initiator Approver Approved Status

Reject Status Comment Status

Target Folder

ARCH- SHAR

Architect BIM-Creator- ARCH

BIM-Assurer- ARCH

Approved by Architect

Rejected by Architect

Commented by Architect

Shared with path Source

BUIL- SHAR

General Contractor

BIM-Creator- BUIL

BIM-Assurer- BUIL

Approved by General Contractor

Rejected by General Contractor

Commented by General Contractor

Shared with path Source

CIVI- SHAR

Civil Contractor

BIM-Creator- CIVI

BIM-Assurer- CIVI

Approved by Civil Contractor

Rejected by Civil Contractor

Commented by Civil Contractor

Shared with path Source

DRAI- SHAR

Civil Contractor

BIM-Creator- DRAI

BIM-Assurer- DRAI

Approved by Civil Contractor

Rejected by Civil Contractor

Commented by Civil Contractor

Shared with path Source

ELEC- SHAR

MEP Contractor

BIM-Creator- ELEC

BIM-Assurer- ELEC

Approved by MEP Contractor

Rejected by MEP Contractor

Commented by MEP Contractor

Shared with path Source

FACI- SHAR

Owner BIM-Creator- FACI

BIM-Assurer- FACI

Approved by Owner

Rejected by Owner

Commented by Owner

Shared with path Source

GEOG- SHAR

General Contractor

BIM-Creator- GEOG

BIM-Assurer- GEOG

Approved by General Contractor

Rejected by General Contractor

Commented by General Contractor

Shared with path Source

HEAT- SHAR

MEP Contractor

BIM-Creator- HEAT

BIM-Assurer- HEAT

Approved by MEP Contractor

Rejected by MEP Contractor

Commented by MEP Contractor

Shared with path Source

INTE- SHAR

Architect BIM-Creator- INTE

BIM-Assurer- INTE

Approved by Architect

Rejected by Architect

Commented by Architect

Shared with path Source

CLIE- SHAR

Owner BIM-Creator- CLIE

BIM-Assurer- CLIE

Approved by Owner

Rejected by Owner

Commented by Owner

Shared with path Source

LAND- SHAR

Civil Contractor

BIM-Creator- LAND

BIM-Assurer- LAND

Approved by Civil Contractor

Rejected by Civil Contractor

Commented by Civil Contractor

Shared with path Source

MECH- SHAR

MEP Contractor

BIM-Creator- MECH

BIM-Assurer- MECH

Approved by MEP Contractor

Rejected by MEP Contractor

Commented by MEP Contractor

Shared with path Source

PUBL- SHAR

Owner BIM-Creator- PUBL

BIM-Assurer- PUBL

Approved by Owner

Rejected by Owner

Commented by Owner

Shared with path Source

QUAN- SHAR

General Contractor

BIM-Creator- QUAN

BIM-Assurer- QUAN

Approved by General Contractor

Rejected by General Contractor

Commented by General Contractor

Shared with path Source

STRU- SHAR

Structural Engineer

BIM-Creator- STRU

BIM-Assurer- STRU

Approved by Structural Engineer

Rejected by Structural Engineer

Commented by Structural Engineer

Shared with path Source

TOWN- SHAR

Owner BIM-Creator- TOWN

BIM-Assurer- TOWN

Approved by Owner

Rejected by Owner

Commented by Owner

Shared with path Source

CONT- SHAR

General Contractor

BIM-Creator- CONT

BIM-Assurer- CONT

Approved by General Contractor

Rejected by General Contractor

Commented by General Contractor

Shared with path Source

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The following table can be used as a guideline for the various reviews that can be created by the admin for the Publishing process:

Continuing with our example: After these documents/drawings undergo processing by different parties, they must be prepared for construction. Strictly speaking, only documents in the published folder are deemed suitable for execution. As a result, all documents destined for this folder must receive approval from both the responsible person at the authoring company and the owner representative. Therefore, the approval workflow necessitates two steps. For instance, consider architectural 2D drawings gener- ated and coordinated by the architectural firm; these drawings need approval before being published for execution.

• Workflow Name: ARCH-PUBL • Initiator: Architect Company BIM-Controller Role • Initial Review: Architect Company BIM-Approver Role • Approver: Owner Company BIM-Assurer Role • File Review Status to Suffixed by: No Suffix required • Destination Folder: Published/M2-2D Model/A-Architect

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Review Name

Originating Firm

Initiator Reviewer Approver Approved Status

Reject Status

Comment Status

Target Folder

ARCH- SHAR

Architect BIM- Controller- ARCH

BIM- Approver- ARCH

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

BUIL- SHAR

General Contractor

BIM- Controller- BUIL

BIM- Approver- BUIL

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

CIVI- SHAR

Civil Contractor

BIM- Controller- CIVI

BIM- Approver- CIVI

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

DRAI- SHAR

Civil Contractor

BIM- Controller- DRAI

BIM- Approver- DRAI

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

ELEC- SHAR

MEP Contractor

BIM- Controller- ELEC

BIM- Approver- ELEC

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

FACI- SHAR

Owner BIM- Controller- FACI

BIM- Approver- FACI

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

GEOG- SHAR

General Contractor

BIM- Controller- GEOG

BIM- Approver- GEOG

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

HEAT- SHAR

MEP Contractor

BIM- Controller- HEAT

BIM- Approver- HEAT

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

INTE- SHAR

Architect BIM- Controller- INTE

BIM- Approver- INTE

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

CLIE- SHAR

Owner BIM- Controller- CLIE

BIM- Approver- CLIE

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

LAND- SHAR

Civil Contractor

BIM- Controller- LAND

BIM- Approver- LAND

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

MECH- SHAR

MEP Contractor

BIM- Controller- MECH

BIM- Approver- MECH

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

PUBL- SHAR

Owner BIM- Controller- PUBL

BIM- Approver- PUBL

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

QUAN- SHAR

General Contractor

BIM- Controller- QUAN

BIM- Approver- QUAN

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

STRU- SHAR

Structural Engineer

BIM- Controller- STRU

BIM- Approver- STRU

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

TOWN- SHAR

Owner BIM- Controller- TOWN

BIM- Approver- TOWN

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

CONT- SHAR

General Contractor

BIM- Controller- CONT

BIM- Approver- CONT

BIM- Assurer- Owner

Approved Rejected Commented Published with path Source

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In practice, the contractor authors a document in WIP folder and sends it to the approving authority in his firm. Once approved it can be shared with others for coordination. At specified intervals of time, the contractor responsible person or team for document management sends it to the owner for approval, and once approved it is published as a project document.

Tip: In a multi-step review, reviewers downstream have the ability to return an approval workflow to preceding steps, thereby avoiding the necessity of voiding and restarting the process.

5.7 DEFINING ISSUE TYPES AND CORRESPONDING CUSTOM ATTRIBUTES During the lifecycle of the documents, it is important to have a clear record of experts’ inputs on specific issues such as compliance with code, design, change in requirements, coordination etc. With ACC, can be created, documented and even given deadlines.

The Issue module can be accessed from the following services:

Docs, Design Collaboration, Model Coordination and Build

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Once the Issues tab is selected you can see on the right-hand side a link to settings.

Upon selecting Settings, a dropdown list will appear, presenting the options shown below:

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These options allow users to customize the Issues to suit virtually any requirements.

Note: The Permissions is important as it employs a unique type of access control that takes the Com- pany into consideration.

Once the +Add permissions is clicked, the following Permission levels are available:

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In our example, the Roles BIM Approver and BIM-Assurer will have ‘Create for my company’ permis- sion level. The Role BIM Assurer for the Owner will have ‘Create for other companies’ permission.

Let’s further this example:

A civil designer creates a foundation plan and sends it to the civil supervisor for approval.

First, the Document is added to the folder WIP\M2-2D Model\C-Civil Engineer

Notice how they forgot to respect the naming convention:

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Next they send the document for approval via a review workflow:

Next, they select the template and give the review a name:

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ACC will not allow them to proceed before conforming with the naming convention. So they click Rename, and a new screen will appear:

After they complete the selection of the proper naming convention, they click rename. This is how it looks like now before submitting.

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Once submitted it will go via the workflow. The assurer in this workflow will receive a notifica- tion and will see this screen once they accesse the link:

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When they click start review they will see the following screen:

First, they can open the drawing by clicking the drawing name. They can add an Issue on the drawing by selecting the Add Issues menu, selecting the type of issue and point with the mouse on the drawing. They can then add the relevant information to the issue as shown below.

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Because they refused the drawing and added an issue, they need to select Rejected as review status and place the relevant revision, then click Submit review.

The next screen they can add a note for the creator to know the reason and click Submit:

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That is how the document will look like after the review :

6. ACC DESIGN COLLABORATION ACTIVI- TIES To get to Design Collaboration, select the service from the drop-down menu in the service selec- tor:

Once selected for the first time, it will ask you to define the shared folder location.

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Keep the default for this example (/Project Files/Shared) and click Next. Confirm & continue in the next screen.

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6.1 CREATE COLLABORATION TEAMS

While in the settings screen, press select existing folder.

A pop-up folder selector will appear. Make sure to select the folder of the team of choice from the WIP subfolders.

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The System will create a team and automatically create additional folders. For instance, the below is what gets created if you select the A-Architect subfolder:

If you have completed all the permissions as outlined earlier, you can conclude the process, and the team is created. Nevertheless, if you need to adjust permissions, you can do so by selecting the team and clicking on Manage Team Members:

It is recommended here to select the corresponding company (AD-AR) as a role with a Create permission level:

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To verify that the creation went according to plan, you can ask the relevant team to sync their Revit application with the team folders. You should then see the home screen as follows:

If this previous screen is not visible you can press on the triple dot in the middle to show it:

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6.2 ADD WATCH GROUPS Sometimes you need a group of people to be aware of certain changes in the design to act ac- cordingly. Let’s say you want the architect to know if any new changes happened to a column that might affect her interior vision.

As a first step, you go to changes and click +New watch group.

Next, select the model of choice. E.g. structural model and click Next

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Now the 3D model will appear. Select the required model elements e.g. the 450mm round col- umns and click Next.

Give it a name: ‘Architect Interior’ and click Save.

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6.3 MEETINGS AND DEFINING THEIR NAMING Recording any decisions that impact the project is essential. Since many of these decisions occur during meetings, it is important to use the Meetings module to document them.

First, go to Meetings tab and then click + Create meeting

Next, select the Agenda and give the meeting a name (e.g. OW-AR-Coordination). Then define the meeting date, time and location. You can always add a conference call link in case the meeting will be virtual. Finally, add the agenda sections and invitees.

Notes will be taken during the meeting, and as needed, you can assign tasks, add attachments, set due dates, and include references.

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At the end of the meeting, you change the agenda to minutes and create a follow-up.

Set the next meeting date and click Confirm.

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Notice how the meeting number became 2 and Minutes became Agenda. You can change statuses, topics, close items and repeat.

This is how the second meeting would look like:

In the third follow-up, notice how closed items disappear from the Minutes.

This is how the main meetings screen would like after 3 meetings

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6.4 LEVERAGE CORRESPONDENCE Emails are increasingly integral to the project communication system and are gaining contrac- tual significance. To capture all correspondence, particularly those received via email or other communication channels, you can access the Correspondence tab under Design Collaboration or Build.

You can either create a correspondence by clicking the +Create button or from email.

By clicking the File from email button and copying the displayed email address, you can utilize it to capture project-relevant emails. This can be done by forwarding or CCing the specified email address.

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Tip: A good idea is to add this email to your address book and name it e.g. ‘ACC Corre- spondence for Project EIR’.

7. ACC MODEL COORDINATION Model Coordination works only on published folders as opposed to Design Collabora- tion which can happen between WIP and Shared. To access Model Coordination select it from the service drop-down:

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7.1 DEFINING COORDINATION SPACES Go to settings to create Coordination Spaces. Normally if you made the proper setup in the collaboration modules these spaces will be ready.

Now you can go to Models tab and see the various models. If the Models tab is empty, this means there are no models in the shared folder.

Select the models and click Open in viewer.

The next view is the heart of Model Coordination as it has many functionalities such as save view, model view, transform, show clashes, show issues and create issues.

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7.2 CREATING COORDINATION VIEWS Once you are in the model viewing screen, you can click save view and give the view a name. You can also decide if it is private or not.

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Below is where the saved view resides:

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7.3 DEFINING CLASHES SETTINGS In the clashes tab, you can decide which models to include or exclude from automatic clashes.

7.4 INTEGRATING DESKTOP AUTHORING WITH ACC To integrate your authoring software with ACC you can follow these steps. We will show how to do this with Revit.

First, open Revit and on the welcome page select the local file you are authoring. Then open it.

Once the file is open go to the file menu and select Save As and then select Cloud Model.

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You should see your folder hierarchy if you logged in:

After selecting the right folder on the Save as Cloud Model, click Save

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The file will upload to ACC. You will notice a cloud icon next to its name.

To always work with the latest version, you can open the file with the Autodesk Docs tab.

Note: Only files with a cloud icon are visible in this view.

The referencing process adheres to the same criteria: navigate to the “Insert” menu, then select “Manage Links,” and add a reference from Autodesk Docs.

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8. ACC TAKE-OFF The purpose of ACC Take-off is to maintain a database of the project scope, which is articulated in terms of quantities. Expressing these quantities involves relying on a measurement and classification system that defines the appropriate unit of measure and the rules for determining quantities. For instance, when measuring the painting area of a wall, one should consider the surface area of the wall face, but the question arises: should openings be excluded or not? This is where the classification system comes into play.

8.1 DEFINING MEASUREMENT AND CLASSIFICATION SYSTEM As a start, download the specification template, fill it in and re-upload it.

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For our example, here is some hypothetical data added to the specification:

Code Description Level Measure A CAST-IN-PLACE CONCRETE 1   A.1 Concrete Foundations, Pedestals and Curbs 2   A.1.1 Perimeter Footing 3 VOLUME A.1.2 Isolated Footing 3 VOLUME A.1.3 Exterior Stair Footing 3 VOLUME A.1.4 Pedestals 3 VOLUME A.1.5 Concrete Curb 3 VOLUME A.1.6 Concrete Tie Beams 3 VOLUME A.2 Slab on Grade 2   A.2.1 Concrete Slab including thickened edges and steel trowelled

smooth finish 3 VOLUME

A.3 Concrete Columns 2   A.3.1 Concrete Round Columns 3 VOLUME A.4 Steps 2   A.4.1 Concrete Steps 3 COUNT B High yield Steel Reinforcing bars including bending and tie wires 1

B.1 Steel Reinforcement 2 VOLUME B.2 Wire Mesh 2 VOLUME C Anchors Plates & Bolts 1   C.1 Galvanized Anchors plates and Bolts related to all embedded items

in Concrete 2 AREA

C.2 Stainless Steel Anchors 2 AREA

8.2 SPECIFYING THE REQUIRED SHEETS AND MODELS Go to Sheets and Models and re-upload the model(s) you need to work on.

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8.3 PACKAGES It is a good idea to always go back to the Home screen to see how you are progressing.

Click on the Packages tab and then click +Create package. Give it a name like Foundations and then click Create package.

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Once created click on the package line item.

Then click on the model choice on the next screen.

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Then select the take-off types icon and click + sign to add take-off.

Once clicked, you will see the following window.

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Make sure you select BIM tool and add the Name, Description, Primary output details, classification, and output name.

Select the element in the model and map the attribute.

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You can repeat this on any part of the model to have the full take-off.

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9. ACC BUILD

Quality management begins with Inspection Test Plans (ITP) and from ITP, quality checklists known as quality forms are derived. It is essential to create these forms, and their content should be logged in the system for traceability.

To access Forms, start by selecting Build in the service selector, and then click on the form tab.

9.1 DEFINING FORMS FOR QUALITY MANAGEMENT

To create a form template, navigate to templates and choose to create it manually or via import. In this example, let’s create the form manually. Begin by creating a folder named “Concrete Work,” where all form templates related to concrete will be stored. Next, create the template itself and name it FM-100- 100-02.

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Then select Build new form and click Next.

Then select Blank Template and click Next.

In the basic information fill the title, description, and template type select quality and activate section assignees.

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Add another section, call it ‘construction side’.

It should look like this:

Now, add a second section call it ‘quality side’. It should look like this:

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Now every time there is a concrete prepour, the construction team need to create a form and the general contractor needs to approve it.

Go to Forms, expand the concrete folder and select FM-100-100-02 and click +Create form.

The form automatically gets a unique ID. Proceed to define location, due date and describe which specific foundation is intended. You can also add the relevant drawings:

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Now the civil contractor needs to fill section 1, and can even add photos.

The GC will approve and press Submit section.

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A new screen will show requiring sign of reviewer.

This whole process is mobile-friendly and you can download the app from either the Apple App Store or Google Play.

Tip: You can treat trucks transporting the concrete as assets and attach them to the form.

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Select the RFIs tab in Build and then select Settings.

9.2 IDENTIFYING STAKEHOLDERS FOR RFI’s

Set the various roles that create RFIs in the Permissions tab.

Keep the RFI types as default. Keep the default in the advanced settings too.

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9.3 UPLOADING THE SCHEDULE

9.4 MANAGING ASSETS Asset information, along with COBie requirements, is categorized into three levels.

Each category would require a set of attributes that help manage the assets during all phases of the project.

COBie also provides a set of predetermined statuses describing the evolution of assets.

It is key to have the model authoring team use Revit to have the proper set of attributes that support asset management.

In this section, we will see all the possible data that help reach a smooth asset management.

The first step, start with Revit and COBie

Under BIM Interoperability Tools in Revit, there is a full section about COBie.

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You can refer to this playlist on YouTube to setup the COBie requirements on Revit: https://www.you- tube.com/playlist?list=PL0RZIBv0pCfsnVaZwY6ENDYqPeftp320I

Adhering to these instructions should result in a Revit file exhibiting content resembling the image below:

Working with Non-Modelled Assets If you do not have a BIM model, you can still populate the assets via formatted asset registers.

First go to asset module by clicking the Assets tab under Build. Click Import assets.

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A window will pop up. Click on the Download a sample link.

The downloaded Excel will contain the main/common fields to be populated (grey background) and other optional fields.

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Once the data is filled, you can reimport it by choosing the Excel file and clicking import (see pre- viously shown image).

It is key that categories, locations, and statuses match what is in the system. Also, notice how the hierarchy of the categories is separated by “>” character.

Creating Asset categories and statuses

The asset settings allow all sorts of customization including the categories and statuses: To add categories first go to settings. A combo box will show. Select categories.

The next screen will have a +Create category button as well as links to create subcategories.

The default statuses in the Asset module are similar, but they differ from those in COBie.

First go to Status Sets tab, and then expand the default to see the statuses

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You can create a COBie status set if needed.

A shortcut exists for adding COBie categories efficiently, avoiding the need to add them one by one as demonstrated earlier. You can establish the hierarchy in Excel, upload it using the asset template, and subsequently remove the assets while retaining the category structure.

Linking Models and Assets Since the goal is to utilize BIM for asset data management, the crucial element is establishing a mapping between model objects and asset entries, with the ideal scenario being the population of assets directly from the BIM model along with their pertinent attributes. First, go to models under settings.

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Press the +Add model links.

This will open a popup that shows the tree view of ACC Docs files. Drill down till you reach the model

you want to add and click Select.

Selecting the needed model file in the next screen will show a map asset link. Press the Map asset.

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The next screen will show you all the categories that are set. Select the one you need to map and click

Map Assets. For this example, we will select the central air conditioning category in group 5, space

The next screen is a rule-based asset mapper. A recommended approach is to initially examine the

model to identify available attributes and then incorporate them into the rules. Navigate to the files,

find your model file, and open it; subsequently, select the central air conditioning unit and display its

properties.heating.

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Back to the rule mapper, select Property as COBie.Type.Name and its value as AC Unit Type 1 and then click Show result. Satisfied? Click Save.

Next, click Next to mapping properties.

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Then click Map properties.

Map the relevant attributes and click Save.

If you are missing any asset fields you can always add them in the custom fields.

The next step is to import the assets.

When you select any asset and go to its model via the link, the model will zoom directly onto the asset. Note that you can change the view into 2D if available in the Revit file.

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It is a recommended practice to add to every asset the relevant references: e.g. list catalogues, manu- als (as files), maintenance checklist (as forms), requests for maintenance (as issues), photos, links to schedule and more.

Once the setup is finalized, you can track the status of assets directly from the 3D Model or the 2D view, indicated by color coding corresponding to the assigned status. To access this view, navigate to Files, drill down to the 3D Model file, and open the 3D view. It’s worth noting that if the model includes a tracked asset, an additional asset icon will appear for selection, with the asset adopting the color cor- responding to its status, as illustrated in the image below.

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You can alternate between 2D and 3D view if needed.

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ACC includes built-in reports that are accessible in the Insight module. These reports are available at both the project level and the account level.

10. REPORTING

Also, ACC allows the extraction of data via the Data Connector.

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ACC already has 27 reporting templates for extracting formatted data.

Using Power BI Template

There is a direct integration between Microsoft Power BI and ACC. These can be accessed via the ready-made template provided by ACC.

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Note: There are two ways to connect: either using CSV or via connector templates.

The CSV option requires you to download the report generated from the data connector. In

contrast, the connector template enables you to link directly to the data without the need

to download it.

10.2 CARDS In the dashboard view, you can select several cards from the card library to custom- ize the Insight report.

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Furthermore, some third-party developed cards can extend reports and even en- hance ACC workflows.

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BIM Implementation Guide