Connecting People, Data & Workflows from Design to...

Connecting People, Data & Workflows from Design to Construction with Autodesk BIM 360 Paul Walker – Autodesk Ltd Lab Assistants: Kevin Durham, Aaron Vorwerk, Jeff Gleeson

CR3041-L Learn how Autodesk BIM 360 cloud services can help improve collaboration and productivity for design teams and construction professionals, with higher client engagement, leading to improved project outcomes. This hands-on lab covers integration with Autodesk® Revit®-based software, demonstrating simplified collaboration and coordination between design teams; integration with Autodesk® Navisworks®-based software for construction activities such as quantification and 4D simulation; and taking BIM further than preconstruction into the field and beyond with BIM 360 mobile technology.

Learning Objectives

At the end of this class, you will be able to:

• Describe the benefits and key workflows of BIM 360 cloud services.

• Use BIM 360 Glue with Revit for collaboration and multidiscipline clash detection.

• Use BIM 360 Glue with Navisworks to perform quantification, and keep it up-to-date.

• Use BIM 360 mobile technology to access and review data in the field or on the go.

About the Speaker

Paul is a Product Manager for Autodesk, in the BIM 360 group.

A graduate of Manchester Metropolitan University, UK, with an honors degree in Mechanical Engineering, Paul joined Navisworks in 2001 and was instrumental in developing the early support, training and QA functions. With over a decade of experience in training and evangelizing Navisworks and the benefits of BIM for Construction, he has presented and lectured at many events, including AU.

Paul is currently focused on cloud and mobile solutions, looking to leverage the latest technologies to simplify processes, and ensure data is securely accessible.

[email protected]

Connecting People, Data & Workflows from Design to Construction with Autodesk BIM 360

Section 1: Describe the benefits and key workflows of BIM 360 cloud services

Overview

Autodesk BIM 360 transforms the way construction data is collected, connected, visualized, and managed. This cloud-based software combines cloud and mobile technologies to manage your data from preconstruction to the field. Improve construction collaboration to prevent issues and drive higher quality and profitability.

The BIM 360 family consists of BIM 360 Glue and BIM 360 Field. Let’s start by taking a high-level look at these, and the benefits they offer.

Features for BIM 360 Glue

BIM 360 Glue is online collaboration software for the coordination and management of Building Information Modelling (BIM) projects. It provides users with anytime, anywhere access to connected project information; accelerates multidiscipline collaboration, reduces coordination review cycles and improves project efficiency.

Model management and aggregation Models from Autodesk and non-Autodesk design software can uploaded to the BIM 360 cloud, where they are then accessible to BIM 360 Glue project members.

BIM 360 Add-ins for Revit, AutoCAD, Civil 3D and Navisworks are also available to streamline the upload of design data directly from within these apps.

Once in BIM 360 Glue, individual discipline models can be easily combined to create merged models for multidiscipline review.

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One-click access to BIM Individual discipline model or complex multidiscipline merged models can be shared with other project members. Emailed notifications of shared content include a link that will take the user directly into the shared model, and to the specific content, for example a markup.

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Review and markup Within the BIM 360 Glue interface, users can navigate and review project models, ask questions, send notifications and respond to enquiries.

Object-level data access Review design object information and link documents to extend the data associated with intelligent BIM objects.

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Cloud-based multidisciplinary BIM coordination Empower design contributors to perform clash checks for their models and help avoid potential problems.

Clash pinpoint and clash resolution Clash Pinpoint runs within certain Autodesk design products, such as Revit. This connects to clash result data identified in BIM 360 Glue, pinpointing clashing elements – thereby helping to resolve coordination issues.

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Measure and markup in the field The BIM 360 Glue mobile app for iPad connects project members to the same cloud service, providing access to up-to-date models and merged models and associated data.

Verify dimensions with point-to-point and shortest distance measure tools; and complete round-trip markup workflows, whether working online or offline.

Features for BIM 360 Field

Autodesk BIM 360 Field software, formerly Vela Systems, is construction field management software that combines mobile technologies with cloud-based collaboration and reporting. Turn your field data into powerful information that improves quality, safety, and profitability for construction and capital projects. BIM 360 Field is a cloud-based service.

NOTE: We will not be covering BIM 360 Field workflows in this lab, however we will cover the key workflows and benefits below.

Field data management Configurable project dashboards provide an executive overview of field data, including number of issues raised/closed, companies with unresolved issues, track progress of equipment, and so on.

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Interactive project documents The BIM 360 Field mobile app can provide offline access to synchronized project documents; ensuring users have access to up-to-date information whilst out on site. This minimizes the necessity for frequent trips to and from the job trailer, increasing the efficiency and presence of superintendents/foremen and site/project managers.

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Visuals that accelerate field communication Capture photos during site walks and inspections using the BIM 360 Field mobile app for iPad. Markup and annotate both photos and plans to clearly record and communicate items of concern.

BIM updates based on Commissioning data Equipment sets identified in project models are associated with corresponding records in BIM 360 Field. This enables commissioning data to be collected in the field, such as serial numbers and installation status. This data is then linked back to the model objects to aid reporting and decision making.

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Quality and safety management Predefined checklists are available in the BIM 360 Field mobile app, providing an efficient method for carrying out quality or safety inspections for example, and a simple way to record non-compliance and initiate Issues that can be assigned and tracked.

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Pushpins for tracking issues in 2D and 3D Pushpins can be placed on 2D sheets or on 3D objects to identify the exact location of an issue, increasing the efficiency of those responsible for its resolution.

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Section 2: Use BIM 360 Glue with Revit for collaboration and multidiscipline clash detection

Collaboration

The Autodesk BIM 360 Glue add-in for Revit can be downloaded here:

https://b4.autodesk.com/addins/addins.html

Installing this will add a new BIM 360 panel on the Revit Add-Ins tab (see below) providing access to the Glue and Clash Pinpoint features. We’ll cover these in more detail shortly.

In this lab we are going to simulate multiple design teams that need to collaborate and coordinate their design models. Firstly we each need to create a simple model in Revit that we can share with each other.

1. Open Revit and create a new project. You can use the Construction Template as a basis:

2. Click on the Wall tool on the Architecture tab:

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The Basic Wall, Generic – 8” will be selected by default, and this will be fine for our purposes.

3. Draw four walls connected to each other (to form a square/rectangle) – make each wall approximately 50–100 feet long, and if you imagine the red lines as shown below, have each of your walls cross one of these lines. Use different orientations to that depicted below.

NOTE: What we’re trying to do here is have you create a simple model that is different to your collaborators (the people sat next to you in this lab), so that the walls clash when merged together!

4. In the Project Browser, scroll down to 3D Views, and right-click on {3D}, then select Duplicate View > Duplicate. A new view, Copy of {3D} is created.

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5. Right-click on Copy of {3D} and Rename the view to the Autodesk ID you’ve been provided with for the lab (NOTE: these will be distributed at the start of the lab), e.g. CR3041.1

6. With your new view selected, go to the Add-Ins tab and on the BIM 360 panel click, Glue.

7. When prompted, Sign in with the Autodesk ID and password you’ve been provided with for the lab, e.g. CR3041.1 and P4ssw0rd1

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8. Select the BIM 360 Glue project we’ll be working with, CR3041-L, and then click Next.

9. Next you need to select the view you want to upload to the Glue project. Scroll down and check the box to the left of the view you created, e.g. CR3041.1, then click Next.

NOTE: You need to select a 3D View in order for a model to be uploaded to BIM 360 Glue. Only the elements visible in that view will be included in the uploaded view, providing you with control over what data you share.

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10. Review and confirm the BIM 360 Glue Host, Project and View/Model you will upload and share with the project members. Click Glue It.

NOTE: Whilst the defaults are ok in this instance, More Options are available to include rooms and areas or to choose between Shared Coordinates or Project Internals.

11. Click OK to the message advising Gluing in Progress.

12. Click Go to Glue when you receive the Gluing Complete message.

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13. BIM 360 Glue will be launched. Sign in with the Autodesk ID and password you’ve been provided with for the lab, e.g. CR3041.1 and P4ssw0rd1

14. Click on the thumbnail for the project, CR3041-L

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15. You then have access to the model you’ve uploaded, plus all of the models uploaded by your collaborators. Rather than looking at a single model for now, we’re going to create a Merged Model. Click the + New merged model button:

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16. Check the box below your model and three or four other models.

Enter a name containing the Autodesk ID you’ve been provided with for this lab, for example, CR3041.1 Merged Model, and then click Merge models.

17. The merged model is displayed, and you have access to standard Autodesk viewing tools and the BIM 360 Toolbar, which includes tools for taking measurements, creating and accessing views and markups, object attachments and clash detection:

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18. Click on the Models button on the BIM 3600 toolbar to open the Models panel. This lists all of the models that have been merged together. Click on your model name, e.g. CR3041.1, and it will be highlighted in the model scene:

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19. Use the viewing tools to orbit/zoom/pan the scene to a view of interest. Click on the Markups button to open the Markups panel, and then click + Add.

20. The Markup Tools are displayed across the top of the interface. Use these to create a markup in the scene, and then click Save. The saved markup is accessible in the Markups panel and is available to all project members.

21. The Notify button (envelope) can be used to send the markup to specific project members, including an optional message.

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The recipient(s) will receive an email notification containing a link directly to the markup:

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In this example we’re merging very basic models of walls – in reality this same workflow would be used to merge models from multiple trades and disciplines, for example Structural, Architectural, Mechanical, Electrical, Piping, Fire Protection, and so on.

You should now understand the basics, and how simple it is for design teams to share their model data and start collaborating – now onto the next stage of Coordination.

Multidiscipline Coordination

Let’s take a look at how you can analyse the merged models to identify coordination issues. For the purposes of the lab, let’s assume that each of the class attendees in the room represent a different design partner or subcontractor – and that the various wall models we have represent their trade.

22. Click on the Clashes button to open the Clashes panel.

As this is a new merged model, we have no existing tests or results to review. Click Find Clashes to setup a new test.

23. Select your model to Compare, e.g. CR3041.1, and select the other models in your merged model to compare To.

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Enter a name for your test (you can use your model name, for example), and then click Find Clashes.

24. The results are displayed both in the Clashes panel and also as markers in the model scene.

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25. The results are also ungrouped by default, however it can be useful to group them - making it easier to focus on and prioritize objects that cause multiple clashes.

From the Group By drop-down, select your model name, e.g. CR3041.1

You can now see which objects from other models clash with each of your model objects, and you’re then able to discuss and decide with the other project members how best to resolve the conflict.

26. With the clash group selected in the Clashes panel, the view will automatically zoom to and highlight the objects involved in the chosen clash group, and a Clash Details panel is also displayed providing further object information.

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Select each of the Clash Groups to understand which of your walls cause problems.

For the purposes of this example, let’s assume that we will update our model to resolve these clashes. Identify which direction you could move your walls to resolve the clashes (and resizing may be needed too – you could try using the Point-to-Point Measure tool to get a sense of size and space available).

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In this simple example, if I move my walls down to the bottom left with lengths 24x18’, they will no longer clash.

27. From the Clashes panel or the Clash Details panel, click on the Notify button (envelope), and share the clash result with yourself (by checking the Autodesk ID you were provided with at the start of the lab), and then click Send.

You can also add a Comment to the clash results to record any discussions or decisions during your review procedures.

By using Grouping to identify the ‘worst offending’ objects in your models, it helps prioritize those items, which is particularly efficient if you don’t have time to review all clashes. Using the Notify tool enables you to discuss a clash with other project members, or when a resolution is decided it can be notified to the project member responsible for making any necessary design change. And that takes us onto our next topic.

Clash Resolution

Identifying a clash between design models is only the first step – the clash still exists (at least digitally) until the model(s) is updated to resolve the clash. This requires communicating the clash to the project member who will update the design model. Once we receive a notification

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via email, that will again contain a link to take us directly to the shared clash result in BIM 360, so that we can understand the issue, and the resolution action we need to take.

28. Within BIM 360 Glue, use the View Cube to help orientate yourself to the Front of the model, and understand which direction you need to move your model walls to resolve your clashes.

29. Switch back to Revit, and go to the Level 1 Floor Plan.

30. From the Add-Ins tab, on the BIM 360 panel, click on the Glue drop-down and then select Clash Pinpoint.

31. Select the project, CR3041-L, and then click Next.

32. Select your Autodesk ID (which was the name you gave to the Clash test when you first set it up) to choose your result set, and then click View.

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33. Select the clashes that you want to view, and then click View Selected.

The clashing element(s) in the currently opened model are isolated and highlighted:

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34. You can now modify your walls to resolve the clashes in this example. Click Show Model to make all walls visible again.

35. For my example here, I’m resizing my walls down to the bottom left so that the walls are 24’ across and 18’ high (when viewed in plan) – this is the size I measured in Step 26, above.

36. Once your walls are modified, you need to upload your model to BIM 360 Glue. On the BIM 360 panel of the Add-Ins tab, select Glue from the drop-down.

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37. Uncheck Level 1, scroll down and check the view with the Autodesk ID you were provided with, for example, CR3041.1, and then click Next.

38. On the Review and Confirm dialog, click Glue It.

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39. BIM 360 will recognize that this model already exists, and provide the option to update or save as new. Choose to Update the model with this new version.

40. Click OK, when prompted that Gluing is complete.

41. Switch back to BIM 360 Glue. You will notice an orange circle with an exclamation mark is now displayed in the header bar, and also next to your model in the Models panel:

The pop over explains that you are currently viewing Version 1 of 2 of this model. Click on the Refresh button in the header bar, to reload the latest model versions.

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42. Click on the Clashes button on the BIM 360 Toolbar to open the Clashes panel.

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You will find your previous clash test listed, with an orange circle next to it – this is advising that the model has been updated since last run.

43. Click on your clash test to expand it and view more details:

NOTE: Here you can see that there were 8 Clashes found in this test; and as I sent them all to myself, you can see that there were 8 sent by me and 8 received by me. These act like quick filters, and provide a quick method for returning to those results. For example, if someone has a test with 100 clashes found, and only 10 of them have been sent to you, then clicking ‘Received by me’ will only display the 10 results sent to you – helping you to focus on the task in hand and reduce the noise of the other 90 clashes.

44. We now need to rerun the test, so click on Update.

45. You can then review the test settings (to ensure they are still valid and nothing has changed), then click Find Clashes.

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46. If your design modifications were successful (and assuming no other model updates have resulted in new clashes), your rerun test will find zero clashes:

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Section 3: Use Autodesk BIM 360 Glue with Navisworks to perform quantification, and keep it up-to-date

In the previous section, you’ve learned how BIM 360 Glue can help facilitate design collaboration and coordination between multiple design partners. Now we’re going to learn how that design data can be further leveraged by the construction team using Navisworks.

BIM 360 Glue add-in for Navisworks

The Autodesk BIM 360 Glue add-in for Navisworks can be downloaded from here:


Installing this will add a new BIM 360 Glue ribbon tab, enabling Navisworks users to connect to BIM 360 projects and Open or Append models and merged models; or Glue a federated model created in Navisworks up to BIM 360 for sharing and collaboration.

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47. Click Open from the BIM 360 Glue Projects panel

48. Select the Project, CR3041-L, and then click Next.

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49. From the Folders drop-down, select Models. Check the model with the Autodesk ID you were provided with for the lab (e.g. CR3041.1) and then click Open.

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The model will be downloaded from BIM 360 and opened in Navisworks:

Quantification

50. From the Navisworks Home tab, select Quantification on the Tools panel.

51. In the Quantification Workbook, click Project Setup.

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NOTE: You will be prompted whether to view the Quantification getting started tutorials – you can dismiss this for now.

52. You will need to organize your takeoff project. Here we will use one of the built in catalogs. Select Uniformat, and then click Next.

53. Next you can choose your units. Click Next.

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54. Next you can choose which model properties - that is the meta data associated with the design objects – you want to use for takeoff. Click Next.

55. Click Finish to complete the setup process.

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The Quantification Workbook is now updated with the work breakdown structure (WBS):

56. From the Catalog drop-down, select Item Catalog.

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You can modify the Item Catalog to build out the WBS, adding items as necessary.

57. Expand Shell > Exterior Enclosure, then select Exterior Walls, and finally click New Item.

58. Rename the new item, Cast-in-Place Walls, and press Enter to commit the edit.

On the right-hand side of the Item Catalog you can add a description for your new item, choose the item color and transparency level, and review/edit the item calculations (which will be based on the meta data of any objects being taken off to this catalog item)

59. With your Cast-in-Place Walls item selected, from the Use Resource drop-down, select Use New Master Resource.

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60. In the New Master Resource dialog, name the resource, Formwork. Then in the Resource Calculations for the PrimaryQuantity, enter =ModelArea*2

To calculate the area of formwork required for each cast-in-place wall, we will use the area of the face of the wall (the value of which is coming from the design application –

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Revit in this instance) and multiply that by 2 as we’ll need formwork on both sides of the wall.

61. From the Units drop-down, select Square Feet.

62. Click Use In Item to save your resource and use it for the Cast-in-Place Walls.

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When we now takeoff a cast-in-place wall, we will not only quantify the wall itself, but also calculate the area of formwork required to build it. You can derive any number of resources from the takeoff item; in this example you could also calculate volume of concrete and rebar.

You can now Close the Item Catalog.

63. Open and expand the Selection Tree, then hold Ctrl and Select the four Basic Walls, then drag them onto the Cast-in-Place Walls catalog item.

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64. Press Esc to unselect the walls, and you will see their appearance is now changed to that defined in the Item Catalog. Also scroll to the right of the Quantification Workbook and you will see all of the data quantified for the Cast-in-Place Walls and for the Formwork.

65. On the right of the Quantification Workbook there is an Import/Export drop-down, where you can export your quantities to Excel or XML, so that you could take these into your Estimating package to compute costing, and so on.

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Staying up-to-date

Design models are being constantly modified throughout a project. Not only do we need to update the Takeoff, we also need to understand change. Let’s quickly take a look at how this is handled with Navisworks whilst connected to BIM 360.

66. Save your Navisworks project to the Desktop as an .NWF file, (e.g. CR3041.1.NWF)

and then click New to clear the scene.

67. Switch to Revit, and modify your model by dragging one of your walls sideways to extend the two attached walls.

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68. On the Revit Add-Ins tab, click Glue.

69. Ensure your model view is checked, and then click Glue It.

70. Click Update.

71. Click OK when gluing is complete.

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72. Switch back to Navisworks and Open your .NWF file.

NOTE: Although your NWF file is saved locally, the referenced model is stored in BIM 360, therefore the latest model version will always be opened (i.e. the version containing the latest change).

73. On the right-hand side of the Quantification Workbook, from the Change Analysis drop-down, select Analyze Changes.

74. On the left-hand side of the Quantification Workbook, in the Items column, you’ll notice a blue information icon appearing on items where a change has been identified.

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75. Click on the Cast-in-Place Walls item, then look to the right-hand side of the Quantification Workbook and you will see a Status Indicator advising that two of the walls have changed values, and further to the right you can see that it’s their lengths that have changed.

The various Change Analysis Statuses are explained below:

Whilst we’ve looked at Quantification here as an example, connecting Navisworks to BIM 360 will similarly benefit other workflows, such as 4D sequencing and simulation, animation and rendering, or connecting model objects to external data sources (DataTools) – all of which will benefit from having access to the latest model revisions.

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Section 4: Use Autodesk BIM 360 mobile technology to access and review data in the field or on the go

In this final section of the lab, we’re going to look at how you can access your BIM 360 Glue project models from an iPad, thereby untethering you from the office and taking the data with you.

The Autodesk BIM 360 Glue mobile app for iPad can be downloaded from here:

https://itunes.apple.com/us/app/autodesk-bim-360-glue/id554629830?mt=8

Accessing BIM 360 projects

76. Open the BIM 360 Glue app, and Sign In with the Autodesk ID and Password provided for the lab, e.g. CR3041.1 and P4ssw0rd1

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https://itunes.apple.com/us/app/autodesk-bim-360-glue/id554629830?mt=8


77. From the au2013 host, tap on the CR3041-L project.

78. You have access to both Merged Models and individual Models. Tap a Merged Model to open it.

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79. Once the model is loaded, drag a single finger on the screen to Orbit the model, and use two fingers (or finger and thumb) to Pan (drag) and Zoom (pinch/spread).

80. Tap Back, and then Back again. You will now have a second row named, My Recent Models.

NOTE: By opening a model (or merged model) you create a local cache of that model – this can then be accessed on the iPad, even when you’re not connected to the internet. My Recent Models therefore serve a dual purpose – providing quick access to recently opened models (rather than having to search through project hierarchies), and also providing offline access to those models. If you are connected to the internet when opening a cached model, the app will automatically check to see if there is a newer version available in the BIM 360 cloud, and ensure the latest version is opened.

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81. Tap on the model in My Recent Models, to open it again.

Review on the go

82. Tap on the Models button to open the Models panel. Here you will find all of the sub-models listed.

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83. Tap on the Eye to the right of some of the models, this controls the visibility of those models.

84. Tap on the Models button again to close the panel.

85. Tap on the Markups button to open the Markups panel. You can access any existing markups created by yourself, and other project members, from this panel.

86. Tap on the Add Markup button to take you into markup mode.

87. Use the Freehand and Text tools to add a markup to the scene view. You can also use the Color Picker to change color – the default is the profile color associated with your BIM 360 account.

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88. Tap the Notify button (envelope), and then tap the Add button to share the markup with other project members.

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89. Tap Notify to send the notification.

The recipient will receive an email ; and if they are not currently in the Glue mobile app, they can also receive an alert through the Apple Notification Center on their iPad.

Working offline

90. Access the iPad Settings and Enable Airplane Mode.

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91. Switch back to the Glue mobile app, and with a markup selected, tap Add Markup.

92. Select a different Color and draw something on the screen (effectively simulating a response to the previous markup). Then tap Save.

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NOTE: In the top right corner of the markup an orange sync badge appears. This advises that the specific markup has not yet been saved to the BIM 360 cloud.

93. Do a two-finger spread gesture on the Markups panel (as you would to zoom into a photo in the Photos app) to access more details. You can now see (up to) the latest five replies to each markup.

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94. From the iPad Settings, Disable Airplane Mode, and then switch back to the Glue app again.

Once the network connection is re-established, the app will automatically synchronize any markups that were created offline, and the orange sync badge disappears.

95. If you need to do a manual refresh of the markups, Pull-down the Markups panel and Release it to perform a refresh.

Summary

In a short space of time, you’ve been able to see how Autodesk BIM 360 can connect people, data and workflows, from the design phase through to construction, with the potential for the model and data to live on into the operations and maintenance phase – though that’s another class in itself.

Through this hands-on lab, you can now:

• Describe the key workflows and benefits of BIM 360.

• Understand how to use BIM 360 Glue with Revit for collaboration and multidiscipline clash detection and resolution.

• Connect Navisworks to up-to-date models in BIM 360 to perform quantification, etc.

• Use the BIM 360 Glue mobile app to access project models, whether online or offline, and capture observations as markups, then share these with project team members.

Thanks for attending!

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