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BIM 360 Docs Update - January 31, 2018

Setting up new BIM 360 Docs projects just got easier!  With the new "Copy Project Settings" feature, Admins can copy the BIM 360 Document Management folder structure from an existing project when they set up new projects. This provides a great way to standardize your company's project folder organization across all projects. The folder structure from any existing project in your account can be copied. To promote standardization, we recommend setting up one or more "template" projects that can be copied when creating new projects.

 

In the example below, I have set up a project called "Sample Project Template" with a standard folder structure, which I then copied when creating a new project called "New Project Based on Template."  Here's how to do it:

 

  • In Account Admin > Projects, select the "Add" button to start creating a new project.
  • In step 1 of 2, add the project name and other details (no change)
  • In Step 2 of 2, in the BIM 360 Document Management activation menu, you will see "Copy Project Settings."  Select the project you want to copy, add one or more project admins, and activate your project. 

2018_01C_Template Set Up 1.jpg

 

2018_01C_Template Set Up 2.jpg

 

2018_01C_Template Set Up 3.jpg

 

Upon activation, your new project is created with the exact same folder structure as the source (template) project, like this:

2018_01C_Folder Template 3.jpg.png

 

 

We plan to add more settings in the future, including the addition of roles and permissions, to streamline project setup even more.  If you have any questions or feedback, please let us know!

7 Comments
johan.cantryn
Collaborator

Great addition!!!!

 

Thanks a lot.

ed.bellman
Enthusiast

This is awesome!  Thank you, Joan and team!

 

Now I know Field Classic isn't your responsibility but if there was any way to get this copying of folders from a template project to work again in Field Classic like it used to years ago you would make my day (again)!

 

 

james.l.bryant
Alumni

Hi Ed,


BIM 360 Docs next generation copy project settings is a great new feature. This will allow Account/Project Administrators ability to create a template project allowing team members to get up and running on new project. Regarding BIM 360 Field Copy settings currently it allows to copy items listed below. If you would like me to review this function further or create an enhancement request simply email me at bim360field.support@autodesk.com. Thank you

 

  • Project Details, Members, Issue Templates, Issue Types, Issue Root Causes, Task Templates, Checklist Templates, Equipment Types, Custom Fields, Standard Issue Filters optional:  Companies & Locations

    [cid:e3afdad5-80c4-4c17-a644-e726d479b58b]


ed.bellman
Enthusiast

@james.l.bryant, I agree it is a great new feature (ref).  Your listed items or image isn't showing up for me but see this for what I'm talking about.

PaulFrancoisStorm
Advocate

Thanks for the new updates, this is a great way to keep users informed!

Anonymous
Not applicable

Cool! now the only major thing left to add to this is how Docs handles attributes!!

HaniTartour
Advocate

wonderful updates