Commissioning

and Handover
Introduction
While there is a lot of heavy lifting and tedious steps that
need to be taken in order to close out the project, this critical
phase if not performed correctly, can negatively impact the
success of the project, and erode the trust between client and
general contractor. Owners rely on the contractor to give them
timely and complete information at handover. If construction
teams can’t deliver efficient and organized documentation,
the likelihood of establishing good relationships and winning
future work is slim.

The following guide introduces a few ways in which BIM 360

can help streamline the commissioning and handover phases
of a project.

Autodesk BIM 360

BIM 360 improves the process of construction by supporting
informed decision making throughout the project lifecycle.
It does this by centralizing all project data in a single data
repository and connecting project stakeholders and workflows­—
from design to construction to operations, from the field to the
office and back.

Visit BIM 360 Site

Please note that the capabilities outlined in this guide are reflective as of December
2019 and will continue to undergo improvements. Additionally, some capabilities are
only available in certain countries. For more information on product updates and
capabilities please visit the BIM 360 Product Release Notes.
Table of Contents
1 Suggested Workflows
• Quality Control
• Punchlist
• Submittal
• Asset & Equipment Tracking

2 Quality Capabilities
• Asset & Equipment Tracking
• Document Distribution
• Quality Checklists
• Issue Management
• Submittal Management

3 Prediction & Analytics

Capabilities

4 Additional Capabilities
• Account Admin
• Mobile Access
• Integration Partners
Suggested
Workflows
 Quality Control Workflow Why follow this workflow?
• Easily track and review issues in a centralized
Ensure best practices on and off the jobsite by controlling quality through location
a streamlined workflow. The graphic below outlines the suggested quality
• Utilize templates or create custom checklists
control workflow using BIM 360.
• Maintain a consistent quality control process

BIM 360 capabilities used

• Quality checklists
• Issue management

ISSUE WORKFLOW

Rectify Issue And

Change Status

RESPONSIBLE PARTY

Was the issue YES Close Issue

addressed?

Notify Company
Record Details Assign Issue
Of Open Issue

START Initiate Checklist

NO
YES

INSPECTOR
Were
Review Individual deficiencies Complete Complete All
NO Submit Checklist Run Report
Checklist Items noted? Checklist Items Checklist Sections
Punchlist Workflow Why follow this workflow?
• Easily initiate a punchlist review process
Successfully utilizing a streamlined punchlist process will increase
• Set appropriate review and approve privileges
efficiency and reduce errors. The graphic below outlines the suggested
document management workflow using BIM 360. • Track punchlists and improve visibility to project
progress

BIM 360 capabilities used

• Quality checklists
• Issue management

Rectify Issue &

Change Status

SUB-CONTRACTOR

Initiate Punchlist
Assign/Notify Notify Company Was the issue
Item From An YES Notify Architect
Subcontractor Of Open Issue addressed?
Issue

NO
CONTRACTOR

Initiate Punchlist
START NO Was the issue Close Punchlist
Item From An YES
addressed? Item
Issue

ARCHITECT/
DESIGN TEAM

Initiate Punchlist
Item From An
Issue

OWNER
xxx
Submittal Workflow Why follow
Follow this
Thisworkflow?
Workflow?
• xxx flexibility to package items as desired
Full
Create submittals packages, track the flow of approval processes, and
xxx
• xxx track & review the status of submittal items
Easily
manage all information in a single document library. The graphic below
outlines the suggested submittal workflow using BIM 360. • xxx
Distribute & control reviewer privileges

BIM 360 capabilities

Capabilities used
• xxx
Submittal management

Upload Submittal Submit To

Item Attachment Manager

RESPONDER

Create A Revision

NO
(Optional) Add to
a Package

Assign To
Create Review Item For Submit Item Is the item Close And
START Submittal Item
Responsible
Compliance For Review
YES
Distribute
SUBMITTAL Contractor approved?
MANAGER

Markup And Designate Submit To

Respond Official Response Manager

REVIEWER
 Why follow this workflow?
Asset & Equipment Tracking • Enhance project status visibility
• Accelerate commissioning
• Improve handover
Streamline the tracking and management of construction project assets
from design through handover. The graphic below outlines the suggested
asset and equipment tracking workflow using BIM 360. BIM 360 capabilities used
• Asset & Equipment Tracking

Review
Startup,
Define Project Designs
Inspection Handover &
Requirements
& Testing Operations
Create Asset Checklists
OWNER / Issues linked
Categories
COMMISSIONING to Assets
AGENT Define Assets
& Properties to
be tracked for Revise
Commissioning Designs
Print Issue
& Checklist
Update Status Logs for Final
& Attributes Commissioning
Import Assets for Report
DESIGN TEAM Tracking
Import Checklist
Templates &
Assign to Asset
Categories
Track Defects Attach O&M’s,
(Issues) Certificates,
Assets & Warranty, Shop
Assign Status Equipment Barcode / QR Verify Data is Export Data for
Drawings, Final
Set & Custom Ordered & Code Assets Complete FM Use
Submittals, Etc.
CONTRACTOR Attributes to Tracked
Asset Categories
Commissioning
& Handover
Capabilities
 Asset & Equipment Tracking
Reduce the time it takes to access asset data in the field, perform
commissioning & resolve defects all while reducing risk. The BIM 360
Asset Module delivers a user-friendly, centralized place to track and
manage the lifecycle of project assets from design through handover.
All asset-related documentation, including product information such as
cut-sheets and warranty documents are stored in a central repository
and is also connected to other project workflows like Checklists and
Issues.

1 Customization
• Set up all custom Categories, Sub-Categories, Statuses and
Attributes before adding in any assets

• Click on the “Project Admin” module in the selector tool

• Within the “Services” tab, select “Assets” on the left side

panel

• There will be 3 tab options at the top:

• Categories
• Custom Attributes
• Status Sets

• Click on any of these tabs to start creating customizations

by then clicking the blue “Create” button on the top right PRO TIP: Within Status Sets you can also set custom color
and fill out all relevant information
PRO TIP: Creating customizations is optional! Alternatively, users can import
assets using Excel and categories will be automatically created.

Getting Started
Asset & Equipment Tracking

2 Adding an Asset
• Adding an asset can be done in two ways:

• Excel Import

• Click on the “Assets” module in the selector tool

• On the top left click the “Import” button
• Choose to “Download a Sample” to get a
template spreadsheet for how to set up your list
import, or go directly to the “Browse” button to
select the excel file with all of your asset data
you wish to import
• Any custom categories, attributes or statuses
need to match what is already set up in the
project.

• Manual Entry

• Click the module selector for Assets

• On the top left click the “Create” button
• Add all relevant information

PRO TIP: Set up your custom categories, statuses and attributes before
importing so you can match naming. If a Category is listed in the excel doc it
will automatically be added as a new Category

PRO TIP: Alternatively, rooms, areas, or sections of your project can be

identified as assets. This would allow statuses, attributes, checklists and
other documentation to be tied to those rooms, and available through the
mobile app, or from a QR code scanned from your device. The workflow is
the same as adding a piece of equipment as an asset
Managing Assets
Asset & Equipment Tracking

3 Assemble Integration
• Import from Assemble to Assets:
• Open the model in Assemble
• Create a view to organize model assets
• Open the Assets module in BIM 360
• Click “Import” and download the sample Excel
Template
• Open the Excel Template and install the Assemble
Excel Add-In
• Map Assemble Connection and map the columns
from Assemble to the Assets Excel Template
• Click to run the report and it will populate the Asset
Excel Template with the information from Assemble
• Save the Excel Template as .xls file
• Within Assets module click “Import” and select the
new .xls file

• Import from Assets back to Assemble:

• In the Assets module select “Export”
• Open Excel export and map the output back to
Assemble
• Click “Update Assemble” within the Assemble Excel
Add-In to push data back into Assemble
• Visualize new views in Assemble for asset
information (like showing all installed assets on the PRO TIP: Any updates made to as asset via the Asset module (like adding a
model) barcode or changing status) will be synced back to Assemble when exported
from excel and pushed back into Assemble
Assemble to Assets
Demo Video
Asset & Equipment Tracking

4 Barcode / QR Code Scanning

• Connect any asset information via Barcode / QR code
scan for easy onsite use

• Click on the Asset from either a mobile device or desktop

• From a mobile device click on the “Barcode” option
and a camera will pop up to take a picture of the
code directly
• From a desktop click on the “Barcode” option and
enter in the number manually

• NOTE: This barcode can be used when team members

are out in the field and scan a barcode with their mobile PRO TIP: Once you scan a barcode it will automatically
device pull up any information available for that asset and
allow you to modify as needed

5 Document Linking Assigning a Barcode

• Link any relevant information about a specific asset

(including warranty documents, training manuals,
installation guides, etc.) directly to the asset item
• Attach new documents
• Click on the Document Management module and
select the appropriate folder
• Click ‘Upload Files’ to add any new documents to
the project
• Link an existing document
• Once files have been added to Document
Management, click on a particular asset
• Click on the “Attachments” tab and click
“Browse” to attach a file
• Within the pop up window, navigate to select one Adding Attachments
or multiple files
Asset & Equipment Tracking

6 Checklist Linking
• Link any inspection, testing, or commissioning checklists
directly to a particular asset
• Link Checklist to asset Category or Sub-Category
• Within the “Project Admin” module in the
“Services” tab select the “Assets” option on the
far-left side panel
• Select a Category
• Underneath the colored header within that
Category will be a tab called “Checklists”
• Click “Add Reference” to associate a checklist
with a specific asset Category
• Create a new Checklist
• Click on the asset from either a mobile device or
desktop
• Underneath the colored header will be a tab
called “Checklists”
• Click on the “Checklists” tab to create start a
new checklist
• Only checklists that have been associated with
an asset category will appear as an option to
initiate
• Link an existing Checklist
• Click on the asset from either a mobile device or
desktop
• Underneath the colored header will be a tab
called “Checklists”
• Click on the “Checklists” tab and click the “Add
Reference” option Create Checklists
• Search for an existing Checklist and click to add
one or multiple to an asset
Asset & Equipment Tracking

7 Issue Linking
• Link an existing issue or log a defect by creating a new
issue, connecting it directly to a particular asset
• Create a new Issue or view existing Issues
• Click on the asset from either a mobile device or
desktop
• Underneath the colored header will be a tab
called “Issues”
• Click on the “Issues” tab to create a new issue
and fill out all relevant information and attach
an image.
• Click on the “Issues” tab to view other Issues
related to that specific asset
Creating Issues from Assets
• Link an existing Issue
• Click on the asset from either a mobile device or
desktop
• Underneath the colored header will be a tab
called “Issues”
• Click on the “Issues” tab and click the “Add
Reference” option
• Search for an existing Issue and click to add one
or multiple Issues to an asset

8 Mobile Accessibility
• View the Asset module via iOS app

• Access all relevant information for each specific asset

while onsite by:
• Scanning a barcode
• Viewing / filtering list views Assets on iOS
 Document Distribution
Uploading and sharing project files is the first step in establishing
a successful document management process for your project. It is
essential to assign permission levels appropriately to ensure the right
people have access to the right information. With batch uploading
functions and the ability to set standardized permission controls,
distributing and sharing construction documents has never been easier.

1 Uploading documents
• Select or create a folder where you want to add a file.

• Click “Upload” and select the file or simply drag the file
into the required folder.

• To upload Autodesk® Revit®-linked files and

Autodesk® AutoCAD® xrefs, follow these steps (note:
you cannot drag linked files):
• Click “Upload” and select “Linked Files.”
• Select the parent file.
• In the linked files box, select “Add Files” and
choose additional child files if necessary. PRO TIP: To select multiple files, press Shift+Click or Ctrl+Click.

Add Documents
Document Distribution

2 Creating document sets

• Create a Set or add documents to an existing Set when
uploading to any Plans folder.

• In the Folders tab, select “Sets” on the left side panel

• Select “Manage Sets” to create new Sets or edit existing set

names or issuance dates.

• When creating a new set, you can give it a unique name and
an “Issuance Date” (which can be different from the upload
date) and select “Continue.”

• Click the drop down Set list to select different Set packages
to view PRO TIP: It is recommended that you name
Creating Sets sets in a way that communicates to the
• NOTE: If you select a previous set you will see a yellow project team what a given collection of
bar indicating you are not viewing the current Set. documents represents, i.e. “50% CD”.

• When uploading new documents, you can choose to add it

into a new set by selecting the “Set Not Specified” section
of the upload screen and choosing to “Publish to a new set”
(project admins only) or “publish to an existing set” (project
admins and members with control permission).

• You can also add previously-uploaded documents to a Set

from the Folder view, or edit the contents of a Set from the
Folder or Sets view.

•
Document Distribution

3 Adding members
• Click the module selector for Project Admin.

• Click the Members panel and select the blue “Add” button.

• Search the directory by typing a name or adding a new

email into the search field and click “Select.”

• Assign default company and role(s). If the company does

not already exist, create a new company. Click to modify
module access. PRO TIP: You can add one or multiple members at a time.

• Click “Add to Project” and they will receive a Welcome to Add Members
BIM 360 email with a link to access the project.

4 Setting permissions
• Select the folder and right-click “Permissions” or select
from the three-dot folder menu.

• Choose the permission level you want to assign to the

folder.

• There are six permission levels to choose from, and you can
preset permission levels based on role, company, or user.

• Permission levels can be drilled down further within

subfolders. PRO TIP: It is a best practice to start assigning permissions based on a role
or company level first.

Set Permissions
Document Distribution

5 Printing documents
• When viewing a 2D drawing or 3D model, click on the three
dots on the top right and select “Print”.

• Select the printer and paper size or choose to print as a

PDF.

• This allows teams to print versions of drawings that include

both private and public markups.

6 Version control
• Open the folder and find the document you want to view.

• Click on the version number.

• A Version History dialog box will pop up with details about

when the file was updated and by whom.

• Similar to the above workflow, you can click “Compare

Versions” to choose which versions you want to compare,
using either overlay or side-by-side view.

PRO TIP: You can also view an export of a Document Log by clicking the icon
in the top right of the Folders tab.
Document Distribution

7 Reviews and Approvals

• Create one or more workflows by clicking into “Project
Administration” under “Document Management” and
“Reviews”.

• Choose from several workflow templates and customize the

workflow by name, participants (users / roles / companies),
durations, status labels, and action after approval.

• Team members with “initiate” permissions can select one or

more documents and choose the “Submit for review” option.
NOTE: depending on the workflow configuration rules,
project members can choose between multiple workflows
including the option to initiate group reviews.
About Reviews Approval Workflows
• An email notification will be sent to the next participants in
the workflow. You can also choose to notify other project
team members.

• If using a “multiple reviewer” workflow, teams can have

groups of individuals as designated reviewers and can
simeltaneously review and approve to speed up the
process.

• The assigned team members will then go through the

review process, with the ability to add markups from within
the viewer and add comments for each document.

• The Approver can set the approval status on a document-

by-document basis.
PRO TIP: All documents will remain in their original folders, however,
Project Admins do have the option to configure workflows so documents
can be copied into another folder once approved so that they can be
shared with a broader group.
Document Distribution

8 Document Transmittals
• From the Folders tab in Document Management, select the
files or plans that should be included in the transmittal.

• Click the 3 dots for “More Actions” on the top panel and
then select “Create Transmittal”.

• Type in a custom title for the transmittal name and then

select the recipients by User, Role, or Company.

• An email will be sent to each recipient when the transmittal

is ready to be viewed.

• To view a list of all transmittals click on the “Transmittal”

tab on the top menu bar.
Document Transmittal Blog About Transmittals
• Click into different transmittals to view details.

• Recipients can easily view project documents directly from

within BIM 360 as well as download a zipped file of all
transmittal documents.
Document Distribution

9 Microsoft 365 Integration

• Project members with upload and edit permissions can view
and edit Microsoft files (Word, Excel, PowerPoint, Visio)
directly from within Document Management.

• To edit a file, select a file in Document Management.

• Click Edit in Browser.

• Sign in with your Microsoft® Office 365 credentials or sign

up for an account.

• Make the desired changes. The status bar at the top must
state “Saved to Autodesk BIM 360” before exiting a file or
changes may be lost.
Working with MS Files Integration Blog
• End the editing session by doing one of the following:
• Click Return, to return to the viewer or list view.
• Click BIM 360, to return to the BIM 360 Document
Management home page.
 Quality Checklists
Quality problems that cost the most are the ones you miss. The checklist
workflow makes sure your entire team is proactively managing quality
standards from any device, anywhere. With the easy-to-use checklist builder,
you can create quality checklists, punchlists, and commissioning templates,
assign them to team members, and track status. Use Project Home to see
your assigned checklists for the day, tomorrow, and the future. During the
inspection use your mobile app to add notes, attach photos, and/or create
issues for any nonconforming items. With the filters and reporting feature,
you can identify trends and areas for improvement.

1 Activate the Field Management module

• A project admin needs to activate the Field Management
module.

• In the Project Admin module select the Services tab,

then “Overview” on the left sidebar.

• In the BIM 360 Field row, select “Filed Management” and

click “Activate.” Designate at least one project admin.

PRO TIP: The Document Management module needs to be activated first.

Quality Checklists

2 Designating issue permissions

• In the Project Admin module, select the Services tab.

• On the left sidebar, click “Field Management.”

• Here you can designate user-, role-, or company-based

permissions using the drop-down list.

3 Custom issue types

Project admins can control the issue types and sub-types
available for selection. To make filtering issues more efficient,
they can add custom issue types or sub-types.

• In the Project Admin module, select the Services tab and

Issues on the left sidebar.

• Select the Types tab then click “Create New Issue Type.”
Enter the name to appear in the issue drop-down list

• Optionally, change from Active to Inactive. Inactive keeps

the newly created type from being available for use. Select
the appropriate status set and click “Create.”

• Select the drop-down next to an Issue Type to reveal the

sub-types. Add sub-types by clicking “Add Sub-type.” Enter
the name of the sub-type and click the check-mark. Use the
more menu ( ... ) to edit/activate sub-types.
Adding Issue
Types & Sub-types
PRO TIP: Custom issue types can not be removed, they can only be turned
off by using the more menu ( ... )to select Inactive.
Quality Checklists

4 Custom issue attributes

• In the Project Admin module, select the Services tab, Issues
on the left sidebar, and then the Custom Attributes tab.

• Once on the Custom Attributes tab click “Create New

Attribute.” Add a title and use the type drop down to select
the field you need (text, dropdown, paragraph or numeric).

PRO TIP: Once the custom attribute has been created, you have the option
to map the attribute to Issue Types and Sub Types.

Custom Attributes

5 Custom root causes

• In the Project Admin module, select the Services tab, Issues
on the left sidebar and then the Root Causes tab.

• First you need to create a category. Click “Create New

Category” and enter a category name. Optionally, you can
set it to inactive to delay usage while creating root causes.
Click “Create.”

• Once you’ve created a category you can start creating

root causes. Select the drop-down next to a Category to
reveal the root causes for that category. Add a root cause
by clicking “add root cause.” Enter the name of the root
cause and click the check-mark. Use the more menu ( ... ) to
inactivate root causes.
Adding Custom
Root Causes
Quality Checklists

6 Creating checklists
Creating a checklist template: Project admins and users
designated with “Create” permission can use the template
builder to quickly add sections and items to create a new
template.

• In the Field Management module, select the Templates tab

and click “Create New Template.”

• Select the template type (e.g., Quality) using the “Type”

drop-down list.

• You can also turn on different settings including “Issue

Settings” where you can define if an issue should be auto-
created from non-conforming items, “Allow adding section
assingee”, and “Require signatures”.

• Here you will start building out the template. Add in section
names such as “general,” and click “Add new item” to start
populating questions related to that section.

• For each question, click the drop-down list to select the

response type and fill in necessary fields. Select (…) to add
a description, set as optional, or delete.

• When done, click “Publish.” Now the template can be used

to create new checklists.

PRO TIP: While generating a checklist template you have the ability to About Checklist
define at the header if signatures are required or not. If a signature is Creating Checklists
Signatures
required, a “signature” section is added to the checklist template which
allows the checklist template creator to define how many signatures
are required. The role and or company of the signatory required can be
defined at this state.
Quality Checklists

Import a template from excel:

• In the Templates tab, select “Import.”

• Check “Import Templates” and click “next.”

• If you don’t have a properly formatted spreadsheet, click

“Download a sample” and enter your information in the
spreadsheet. Rename and save the file.

• If you have a properly formatted spreadsheet, select

“Browse” to choose the file, then “Import.”

Import a template from classic BIM 360 Field:

• In classic BIM 360 Field, export from the admin space

the checklist template that you want to import. Save it to
your computer.

• In the Templates tab, select “Import.”

• Check “Import Template from Classic Field” and click

“next.”

• Specify the template type, click “Browse” to select the

file, then “Import.”

• Once it is imported, you can edit the template as needed.

Creating Checklist
Templates
Quality Checklists

7 Adding checklists to a project

• In the Templates tab, use the search bar or filter by type
to find the checklist you need.

• Click “Create Checklist” in the list view, or open the

checklist and click “Create Checklist” to add it to the
project.

• Once the checklist has been added, a new window will

pop up where you will see a details box. Complete all
necessary fields.
PRO TIP: Add a checklist to the project with the BIM 360 mobile app by
tapping “+” in the checklist to select your template.
PRO TIP: Using checklist sections will help navigate long checklists
by breaking items down into more manageable groupings.

8 Completing checklists
• Complete your checklist in the field with the BIM 360
mobile app or web browser.

• Tap “Checklists” and select a checklist from the list.

• As you perform your inspection, review the criteria for

each item and enter the appropriate response.

• (Optional) Add a note or photo by tapping the icon

under each item. Use the photo markup tools to refer to
specific areas in the photo.

• (Optional) If you aren’t utilizing the Auto Issue

Create function for non-conforming items, you can
manually create issues. Tap the issue icon and fill in
the necessary fields. You can snap a photo and add
markups. The issue is added to the project issue list.
Working with
• Tap “Save” when complete. Checklists
Quality Checklists

9 Filter and sort

• On a mobile device, tap “Checklists” then use the filter
options.

• On a computer select the Field Management module then

the Checklists tab to filter with the drop-down lists or
sort by clicking the column headers.

10 Exporting reports
• On a computer select the Field Management module then
the Checklists tab.

• To export a summary report of all clicklists click “Export

Report.” You can optionally edit the report title and add
a message. Select “Create Report” and the report will be
emailed to you.

• To export a detail report of an individual checklist select

to open the checklist. Then click the folder icon in the top
right corner. The report will be emailed to you.

PRO TIP: Use the reports tab in the Insight module to access all exported
summary and detailed checklist reports. You can filter the reports by type,
creation date, and creator in order to quickly find the report you need.

You can download the report or share it with team members by clicking
the three dot icon.
 Issue Management
Don’t let problems slow you down. The ability to create, assign,
track, and respond to issues on any device is a critical workflow.
With the Field Issue Management functionality, you can easily
track work to complete, problems to fix, areas to inspect, and
more. Add context around the issue resolution by adding photos
and collaborating on comment threads. With a central view of
all project issues, tracking status and analyzing root causes has
never been easier.

1 Creating issues
• On your mobile device, navigate to Filed Issues and
tap the plus icon. Or on your computer, in the Field
Management module select the Issue tab and click
“Create New Issue.”

• Identify the issue type, sub-type, status and title. Then

complete all desired fields including such as location
and root cause. Make sure to assign the issue and
select a due date.

• When creating an issue on your mobile device, add

more context by including a photo. Click the camera
icon to snap a photo or select from your photo library,
mark it up, and attach it to the issue.

PRO TIPS: All Issues are unified meaning the same Issue added via the Creating Field
Field Management can also be viewed in the Document Management Issues
module.
Issue Management

2 Review & respond to issues

• If you’re the assignee, open the email notification and
select “View the Issue” to be directed to the issue.

• On your mobile device, navigate to the list of all field

issues. Scroll/filter and tap the issue to open. Or on your
desktop, in the Field Management module select the
Issues tab and search for the issue.

• Once the issue window is open, tap/select “Activity.”

• Use the comment box to write a comment. On your mobile

device you can click the camera to attach a photo.

3 Changing issue status

• On your mobile device, navigate to the list of all field
issues.

• Scroll/filter and tap the issue to open. Or on your

desktop, in the Field Management module select the
Issues tab and search for the issue.

• Once the issue window is open, tap/select the status

drop-down list in the top-right corner to select a new
status.

• Only the issue owner or project admin can set the issue
to closed after checking for completion of work or that
the safety hazard has been remedied.
Issue Management

4 Filter and sort

• On your mobile device, tap “Issue” then use the filter
options to filter by status, assignee, or due date.

• On a computer select the Field Management module then

the Issues tab to filter with the drop-down lists or sort by
clicking the column headers.

PRO TIP: You can open a sheet or model to view associated field issues.
Once open use the issues viewer on the left panel.

5 Exporting reports
• On a computer select the Field Management module then
the Issues tab.

• To export a summary report of all issues click “Export

Report” and select PDF or CSV. You can optionally edit
the report title and add a message. Select “create Report”
and the report will be emailed to you.

• To export a detail report of an individual issue select to

open the issue. Then click the folder icon in the top right
corner. The report will be emailed to you.

PRO TIP: Use the reports tab in the Insight module to access all exported
summary and detailed issue reports. You can filter the reports by type,
creation date, and creator in order to quickly find the report you need.

You can download the report or share it with team members by clicking
the three dot icon.
 Submittal Management
Submittals are an essential part of any construction project,
and effectively organizing and managing your submittals
is vital. With the BIM 360 Submittals workflow, you can
efficiently create, coordinate, and manage all submittals
in a single software. As well as initiate requests, manage
reviews and approvals, and sync critical information to
mobile devices for offline use.

1 Identifying submittal manager

• To identify a Submittal Manager a Project Admin needs to
active the Project Management module.

• Click the module selector then “Project Admin,” select the

Services tab, and click “Overview” in the left sidebar.

• In the Project Management row select “Activate” and

designate at least one Project Admin.

• Now, to identify a Submittal Manager on the left sidebar,

select “Project Management” then “Submittals.”

• Enter member, company, or role to act as the Submittal

Manager.

Add a Submittal
Manager
Submittal Management

2 Creating submittal items

(Submittal Manager)
• In the Project Management module, select the Submittals
tab. Within the Items tab, you can manually create Items
by selecting “Create new item.” Submittal Managers can
import a list of Items using the import button. When
importing auto assign Submittal participants by including
the Manager, Reviewer, Co-Reviewers, Responsible
Contractor, and distribution list members in the excel
import file.

Enter all necessary information, including:

• Spec Section: Select a spec section or create a new one.
• Title: Enter a descriptive title to identify the item.
• Type: Select a type. For example, samples or product data.
• Assign to Responsible Contractor: Select the responsible
Subcontractor.
PRO TIP: If you need to create multiple items, check the “create another” check-
• Dates: To track items more efficiently, fill in the dates box to save you from clicking the “create new item” button each time.
within the tracking section.
Creating Importing
Submittal Items Submittal Items

Creating spec sections

3
(Submittal Manager)
• You can create a spec section when entering a new
submittal item by clicking “Create New” above the “Spec
Section” drop-down list.

• Or, in the Submittals tab, select “Spec Section” then

“Create spec section.”

• Enter the spec number and title, then click “Create.”

Submittal Management

4 Creating submittal packages

(Submittal Manager)
• Admins and Submittal Managers can create and delete
packages in the “Packages” tab.

• To create a package select “Create new package,” fill in

the spec section and package title, then select “Create.”

PRO TIP: If you need to create multiple packages, check the “create
another” check-box to save you from clicking the “create new package”
button each time.

5 Adding submittal items to package

(Submittal Manager)
• Adding items to packages is optional and can be done
when the item is in any state within the workflow.

• There are two ways you can add items to packages.

• From the Packages tab: In the “Packages” tab,

open the package you want to add the item(s) to. If
the package is empty, select the blue “Add items”
button. If the package contains items, there will be
an add items link under the last package. In the
pop-up box, use the search field or scroll to find the
items you want to add, check the box and select
“Done” to add them to the package.

• At the Item Level: Open the Item and in the Overview

or Details tab select the pencil icon next to
“Package.” A drop-down list will appear, search for
the package you want to add the Item to.
Submittal Management

6 Submitting documents
(Responsible Contractor)

• The Responsible Contractor will be notified of the

submittal item via email.

• Open the item, review the details and in “Attachments”

upload the necessary documents.

• Once attached, the document will appear. Make sure the

“For review” box is checked.

• Select “Submit to Manager.”

• The Submittal Manager can now send the item to the

Reviewer.

7 Submitting item for review

(Submittal Manager)

• Open the item and review the attachments.

• If changes need to be made return the item to the

Responsible Contractor. If no changes are needed
proceed by selecting “Submit to Reviewer.”

• Select the reviewer, add co-reviewers, due date,

distribution list members and note if needed.

PRO TIP: If you need to send the item back to the Responsible Contractor
select the arrow next to “Submit for Review.”
Submittal Management

8 Reviewing submittal item

(Reviewer)
• The Reviewer and Co-reviewers will be notified of the
submittal item via email. Click to open the item and
review the attached documents within “Attachments.”

• Designate official response using the drop-down list at

the top.

• If approved, select the official response attachments and

click “Done.”

• To send the item back to the Submittal Manager select

“Return to Manager.”
PRO TIP: Admins have permission to act on behalf of Reviewers in the
Submittal module providing teams with the flexibility of process while
allowing the correct Reviewer to be displayed in the Reviewer field and
reports. The activity log will show the Admin logged the response.

9 Distributing official item

(Submittal Manager)
• Once the item is approved by the Reviewer, the Submittal
Manager needs to close it and distribute it to the
Responsible Contractor.

• Open the item and select “Close and Distribute.”

• Include the Responsible Contractor and in the

distribution list identify team members who should be PRO TIP: Admins and Submittal Managers
aware of the approved submittal item via email. can re-open closed items. With the closed
item open, select the arrow next to the
• Once the item is closed (approved) it will be available for “Closed” button in the top right corner,
then select “Open.” The item will be re-
viewing by all project members. opened to its latest state and sent to the
Manager. Managers and Admins can send
it to a Reviewer or close and distribute it.
Submittal Management

10 Creating a revision
(Submittal Manager)
• If a Reviewer responds to a submittal item with “Revise
and Resubmit” or “Rejected,” the Submittal Manager
needs to create a revision.

• The Submittal Manager needs to open the submittal

package and select “Create new revision.”

• Include the Responsible Contractor, due date, and note.

• Select “Done” to send the item back to the Responsible

Contractor.

11 Responding to a revision
(Responsible Contractor)
• The Responsible Contractor will be notified of the revision
request via email.

• Open the item, and in “Attachments” upload the revised

documents.

• Once attached, the document will appear above the

Revision 0 section. Make sure the “For review” box is
checked.

• Select “Submit to Manager.” The Submittal Manager can

now send the revised item(s) to the Reviewer.
Submittal Management

12 Workflow date tracking

• As submittal items move through the workflow (forward
and backward), the system automatically tracks
transition dates.

• The tracking dates are visible in the details section of

the Submittal Item and display in the columns within the
Item list view.

• Dates pull in summary XLSX export as well as a

calculated days difference column.

• Admins and Submittal Managers have permission to

override the tracking dates.

Download the BIM 360 App:

Go to the App Store or Google Play Store on your
mobile device to download the BIM 360 app.
13 Viewing submittals on mobile
Get the iOS App
BIM 360 App:

• Within the BIM 360 app, team members can access a list Get the Android App
of Submittal items via the More menu.

• All approved submittal items are accessible to the

entire project team. Submittal items in progress are only
available to those involved in the submittal process.

• Tap to open an item and reference the details. Tap the

download icon to sync attachments for offline viewing.
Submittal Management

14 Filter / sort / search submittals

Web:
• In the Project Management module select the Submittals
tab.
• Within either the Items or Packages tab, select the funnel
icon to access the filter options.
• To sort, click the column headers. To customize the
columns within the Items list view, select the control
icon, then check the items you wish to see.

• To search use the search bar.

Mobile:

• The filter and search functionality is currently only

available on iOS.

• To filter within the submittals list on mobile select Filters.

Use the quick filters or filter by spec section, status,
assignee, due date, priority, type, package, manager,
reviewer, or responsible contractor.

• When searching for a particular submittal item use

the search field. The search functionality searches by
submittal number, title, or spec section.​
Submittal Management

15 Exporting reports
• In the Project Management module select Submittals.

• To export a PDF report or Excel export of all items, select

the Items tab, then click the export button (only available
to Admins and Submittal Managers).

• To export a detailed PDF report of an individual item, open

the item, then click the export button.

• To export a PDF report of a package, select the Packages

tab, open the package, then click the export button (only
available to Admins and Submittal Managers).

• Use the reports tab in the Insight module to access all

exported submittal item summary and detailed reports.
You can download a report or share them with team
members by clicking the three-dot icon. You can also run
and schedule reports directly from the Insight module.
 Prediction & Analytics
At its core, BIM 360 is built to help construction teams better
visualize and take daily action to minimize project risk. Whether it
is risk associated with safety, quality, or project controls, BIM 360
allows teams to streamline workflows to improve project outcomes.
The prediction and analytics ecosystem enhances the BIM 360
platform with a deeper understanding of project performance,
prioritized daily activities, and instant visibility into project risk,
giving teams the information they need to avoid costly mistakes
and further improve risk mitigation.

1 Project Home
• Project members can see a snapshot of a real-time “to
do” list as well as leverage risk prediction assistance
through the Project Home module.

• Dashboard cards can be personalized depending on

your project role by selecting “Customize” on the top
left and clicking on the “Card Library.”

• Click any of the links to drill down and get more

information on a specific item and take immediate
action.

• Use the expand arrows to open the card to full screen

to see more information.
Project Home Overview Project Home Blog Post
PRO TIP: Interact with your projects plans or models through the
Project Design card. This card allows you to markup or create and
view issues from directly inside the card view and it integrates back
to the original file in Document Management.
Prediction & Analytics

2 Card Library & Partner Cards

• The Card Library gives users the ability to show
information that is personalized for them.

• Click on the “Customize” icon on the top left to see a view

of the Card Library.

• Filter, view, and select cards to be added to your

dashboard.

• Filter by Partner Cards to add data from any of the

selected integration partners filter for a single view
of all project information.

• To view and add Construction IQ specific cards filter

by Construction IQ.

Partner Cards
Prediction & Analytics

3 Quality Analytics
• BIM 360 helps predict quality related issues by
visualizing high risk areas through Construction IQ and
providing visibility to project data.

• Quality data is visualized on the Quality tab within the

Insight module as well as through select cards in the
Card Library in Project Home.

• The Risk Tab in the Insight module shows a summary

of subcontractors who have the highest risk based
on outstanding issues, a list of high risk issues, water
related risk issues, checklist activity, and overdue Issues.

• Click on each of these quality risk factors to drill down

and get more detail.

Insights Setup Insight Blog

Prediction & Analytics

4 Safety Analytics
• BIM 360 tracks safety related data like near misses and
at-risk behaviors through logged Issues, RFIs, Checklist
items, etc.

• Construction IQ analyzes this data as leading indicators

and helps predict safety issues before they become
serious incidents.

• Data is visualized on the Safety tab within the Insight

module as well as through select cards in the Card
Library in Project Home.

• Integration Partner Cards also show safety related data

insights through site cameras or their own AI based
technology.

• Highlighted Safety Cards:

• Housekeeping Issues - many safety incidents can be
avoided by keeping a clean jobsite.
• Fatal Four Safety Issues - 60% of all construction
deaths are due to one of these four issues; fall,
caught between, electrocution, struck by. See jobsite
Issues that fall into these categories.
• Subcontractor Safety Risk - highlights
subcontractors that have issues relating to the “fatal
four.”
• Subcontractor Risk Summary - shows subcontractors
with the highest risk and drill down to see what
those Issues are.
Prediction & Analytics

5 Design Analytics
• BIM 360 surfaces design issues through the Design tab in
the Insight module

• Through this tab, users get visibility into key design

issues and take immediate action to resolve.

• Design Review Risk Factor Card:

• Powered by Construction IQ
• Surfaces code compliance design issues
• Identifies design issues that involve critical building
components
• Highlights documentation errors and omissions
• Highlights overdue issues and reviews as well as
who is responsible

• Approval Reviews by Current Assignment Card:

• Highlights the status of design reviews by company

Design Risk Blog Design Risk Demo Video

Prediction & Analytics

6 Project Controls Analytics

• The Project Controls tab in the Insight module gives
visibility into managing a projects RFIs and Submittals as
well as oversight of any Design Issues.

• Highlighted Project Control Cards:

• Open RFIs and Submittals - gives a summary of the
number of overdue as well as upcoming RFIs and
Submittals.
• Open RFIs by Current Assignment - shows a list of
subcontractors and how many overdue and upcoming
RFIs they have.
• Design Issues - shows a summary of open Issues
that are design related as well as the number of
answered Issues.

• Click on each of these cards to drill down and get more

detail.
Prediction & Analytics

7 Reporting
• The Report tab within the Insight module shows an
aggregated list of generated reports related to Issues,
Checklists, Documents, Submittals, and RFIs.

• Filter reports based on type, date, or creator.

• Download or share reports with other team members.

• Create and schedule reports based on your filter criteria.

8 Construction IQ
• Construction IQ is a built-in machine learning and AI
functionality that leverages data across the entire BIM
360 platform.

• Construction IQ sifts through millions of data points from

your construction documents, issues, checklists, related
meta-data and historical data, and analyzes it to identify
and prioritize risks.

• Construction IQ automatically classifies items and flag

issues as “High Risk.”

• “High Risk” issues are items that if left open, will likely
lead to bigger more costly issues down the road.
• EXAMPLE: if flashing was marked as missing on a
window, the Issue would be flagged as “High Risk” to
avoid bigger water leaking Issues.

• View Construction IQ data through the “Risk” tab within About Construction IQ Prediction & Analytics Blog
the Insight module as well as by selecting cards tagged
as “Construction IQ” in the Card Library.
Prediction & Analytics

9 Executive Insight
• With the ability to view company-wide performance data
across multiple project, executives and cross-project
leaders can make more informed business decisions and
gain visibility into overall risk assessment for current as
well as future projects.

• Invite users with “executive overview” permission to

access this view. This is a separate Insight view geared
towards Executives and cross project leaders only.

• View cross project health across Risk, Design, Quality and

Safety tabs.
PRO TIP: Through the Risk tab in the Insight module, executives can
get instant visibility into which projects have the highest risk levels
each day. Assess the project risk overtime to see which projects
remained in a “high risk” category over longer periods to determine
which projects need executive level support.

10 Data Connector

• Within the Data tab under the Account Executive Insights

view, users can automatically extracts data from all BIM
360 projects in your account.

• The easy extraction offers you the flexibility to analyze

data using your own business intelligence tools.

Data Connector Video Data Connector Help Site

Additional
Capabilities
 Account Admin
With the project administration tools in BIM 360, you can rest assured that
your project information is in the right hands. Project admins can easily
invite team members to the project and define their access levels on a
project-by-project basis with a simple click. BIM 360 has two levels of
administration to ensure security and control across your projects: Account
admins and project admins. Only account admins can create new projects
and assign additional account admins and project admins. Project admins
can add and remove members, set permissions, and adjust project details.

1 Create a project
• In the Account Admin module, select the Projects tab
and click “Add.”

• Enter project information and click “Save & Continue.”

Getting Started Guide Create a Project

Account Admin

2 Activating modules
• Click “Activate” for the desired BIM 360 service.

• Assign a project admin for each service. You can add

multiple admins.

• (Optional) For Document Management and Field you can

copy existing project settings.

• An email invitation will be sent to the assigned project

admin(s). They will need to click the link to join the
project.

• Click “Finish.”

PRO TIP: You have to activate Document Management first, before you
can activate other next-gen services.

3 Add members to directory

• In the Account Admin module select the Members tab and
click “Add.”

• To add an individual member, select “Add People to the

Member Directory.”

• To add an account admin, select “Invite Account Admins.”

• To import members from a list, select “Import Members

by Spreadsheet.” For a first-time import, download and
complete the member list template.

PRO TIP: You can change the default company and role later if
necessary.
Account Admin

4 Adding members to a project &

assigning access levels

• In the “Project Admin” module, select the “Members” tab.

• Click “Add” and use the search bar to search the member
directory.

• When you find the member, select them and click

“Select.”

• Add their company and role. Note: Role determines their

access level to all BIM 360 services.
Members & Access Levels Setup Roles
• Click the icon(s) to overwrite the access level granted by
their project role. PRO TIP: You can choose from a list of preset roles or create your own
custom roles as well as configure the permission and access levels by
• Click “Add to Project.” each role.
• Update existing access levels by clicking the grayed out
icon(s).
 Mobile Access
Construction doesn’t happen behind a desk. Teams need access
to project documents and project management tools anytime,
anywhere. With the BIM 360 mobile app, teams can execute
construction quality and safety workflows, including creating or
editing checklists, viewing RFIs, adding or tracking issues, and
managing or creating drawing markups, directly from an Android
or iOS device.

1 Download the BIM 360 app

• Go to the App store or Google Play store on your mobile
device to download the BIM 360 app.

• The BIM 360 mobile app works with all other modules,
including Document Management.

Get the iOS App

Get the Android App

PRO TIP: Stay up to date on mobile capabilities through the Autodesk

Knowledge Network.
Mobile Access

2 Mobile workflows
• Several workflow capabilities can be accomplished using
the BIM 360 mobile apps, including Checklists, Issue
Management, RFI Tracking, Daily Logs, and Markups.

• To see the differences in workflow capabilities for the

BIM 360 and BIM 360 Docs apps, click the “BIM 360
Mobile Capabilities” link below.

BIM 360 Mobile Capabilities

About the iOS App

About the Android App

3 Offline sync
• Teams are able to work on-site without Internet access.

• Teams can also download individual documents and add

markups and comments when working offline. Once back
online, all changes will be synced back to the cloud.
Integration Partners
Get the most out of construction technology by integrating the
software you already use with BIM 360. Built on an open and
secure API platform, BIM 360 enables users to easily integrate
with various other construction softwares, including drone
technology, estimating and bid management, as well as safety
management tools.

Reality Capture Cost Management

Estimating Construction Management

Takeoff Design Checking

Field Management Layout

Bid Management Scheduling

Accounting Data Transfer

Learn More
 autodesk.com/bim-360

Autodesk, the Autodesk logo, and BIM 360 are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other
brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time
without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2020 Autodesk, Inc.