Author Archives: Eric Chappell

BIM 360 Basics Quick Tip: Save Time, Leverage Roles and Companies

Have you noticed that when you add a user to a project that you can specify a company and a role? This isn’t just busy work, the role and company properties serve a purpose. You can save yourself lots of time, now and in the future, by adding users to folders using roles and companies, instead of as individuals. Check out the video to learn more.

Sharing Method #2: Live Linking

So maybe you don’t want to workshare with another Revit user (i.e. work in the same Revit model together, maybe even at the same time) but instead you just want to link to a file that’s being actively worked on by a design team. That’s live linking and you can watch the video below to see what that’s all about or you can skip to the lower section and just read about it.

So the first step to linking to any Revit file is to launch the Link to Revit command from the Insert tab of the Ribbon.

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BIM 360 Design Sharing Method 4: Consuming Packages

Linking to the Shared folder is handy but what if you don’t want to automatically incorporate another team’s changes as soon as they upload them? That’s where consuming packages comes in. This gives your team the power to decide when any changes from other teams are incorporated into your design environment. Watch the video to see how it’s done or just scroll on by and follow the steps if you’re too impatient to watch the video. You should know, however, that the video contains lots of extra insight in addition to the technical steps.

So how do you consume a package? It’s actually really easy.

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BIM 360 Design Sharing Method 3: Using the Shared Folder

Sometimes you don’t want to see every change that’s happening on a Revit model while you’re linking it in. Or, if you’re the author of the model, you may not want other teams to see and use your work until you’re ready. By using Packages and the Shared folder in BIM 360 Design, you can get control over what other teams see and when. To find out how, you can watch the video below to see how it’s done, with lots of play-by-play and discussion. If you’d rather just skip to the steps, just scroll on by the video.

The first really important thing you need to know is that syncing with central does NOT automatically update what you see in BIM 360. In fact, you can think of the storage location for Revit worksharing to be separate from BIM 360. However, there is an easy way to push your latest model from Revit into BIM 360, two ways actually.

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BIM 360 Design Sharing Method 1: Worksharing

Perhaps the most powerful capability of BIM 360 Design is that it enables Revit worksharing via the cloud. How does it work? You’ll be surprised at how simple it is. Watch the video below or skip to the section below for a quick tutorial.

Once a model has been initiated for cloud worksharing, getting access to it is as simple as just opening a file. The key is to make sure that you’re not opening from BIM 360 via Desktop Connector so that you don’t inadvertently get access to the published model (not the cloud workshared one).

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BIM 360 Design – Day One

So your company just purchased BIM 360 Design and it’s your job to get it up and running in your office. Where do you start? What do you do?

Have no fear! Use the links below to take you through the steps of setting up your first project, configuring teams, sharing models, the works! You’ll have your first project going by the end of the day and you’ll be the expert that can explain to everyone else what’s going on.

Good luck!

  1. Adding a BIM 360 Account Admin
  2. Creating a Project
  3. Inviting Members to Your Project
  4. Creating Folders and Setting Permissions
  5. Setting up Teams for Worksharing and Collaboration
  6. Uploading Revit Models to BIM 360 Design for Collaboration
  7. Sharing Method 1: Worksharing
  8. Sharing Method 2: Live Linking
  9. Sharing Method 3: The Shared Folder
  10. Sharing Method 4: Consuming Packages

Uploading Revit Models to BIM 360 Design for Collaboration

So you’ve got your BIM 360 project set up and your teams defined on the Design Collaboration page. Now it’s time to upload those Revit models so that the collaboration can begin. How do you do it? Watch the video below for the long version or skip it to go straight to the steps.

1. Open the model you’d like to publish in Revit

2. Check the Publish Settings dialog. You’ll find this on the Collaborate tab. Make sure you’ve selected all the sets, views, and sheets that you’d like to share.

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Setting Up Teams for Worksharing and Collaboration

With BIM 360 Design you can leverage teams to set up different types of collaboration depending on how you interact with different members of the project team. In this post we’ll explore how you might set up a team for your company vs a team for an external consultant. You can watch the video below to see it done for you (and gain a little extra insight) or you can skip right to the step-by-step below the video.

1. Access the Document Management screen.

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Creating Folders and Setting Permissions

Once your project has been created, you’ll want to create folders to store your data and to organize your data so that you can give access to the appropriate people. In this post you’ll learn how to make new folders, invite people to access those folders, and set permissions so that you can determine what people can do when they’re in those folders. The post also includes an explanation how roles and companies fit into your permission scheme.

You can watch the video below or scroll down to the step-by-step. Your choice.

1. Access the Document Management screen by clicking Document Management in the module selector.

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