Product Flow Chart

Project lifecycle guide to using BIM 360

Select filter view:

DESIGN TYPE Project Setup

Change Analysis
>> 2D Drawings Trade
to Ongoing Design
>> 3D Model Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Packages & Issues Sets Coordination Reviews
PACKAGING Publish to BIM 360

>> Docs
>> Design Authoring Tool Consume Package
>> Coordinate Integration Cost Management
>> Build Quality &
Punchlist
>> Ops

PROJECT ROLE Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval
>> Designers
>> VDC / BIM Teams
>> Precon Teams
>> Project Managers Submittals
>> Field / Site Teams
>> Executives
>> Subcontractors
>> Owners

>> Additional Resources

DESIGN TYPE
2D DRAWINGS

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

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3D MODEL

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

HOME
PACKAGE
DOCS

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

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DESIGN

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

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COORDINATE

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

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BUILD

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management*
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

*Cost Management is an add on module to the BIM 360 Build package

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OPS

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

HOME
PROJECT ROLE
DESIGNERS

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

HOME
VDC / BIM TEAMS

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

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PRECON TEAMS

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

HOME
PROJECT MANAGERS

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

HOME
FIELD / SITE TEAMS

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

HOME
EXECUTIVES

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

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SUBCONTRACTORS

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

HOME
OWNERS

Project Setup
Change Analysis
to Ongoing Design Trade
Work Coordination

Revit Cloud
Teams Setup Worksharing & Curate & Share Review, Markups Publish Document Clash Detection Round Trip Constructability
Publish to BIM 360 Packages & Issues Sets Coordination Reviews

Authoring Tool Consume Package

Integration Cost Management
Quality &
Punchlist

Building Commissioning Performance Project Level Safety RFI’s Mobile Access in Document
Maintenance Data Analytics Reporting Management the Field Approval

Submittals

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DETAILS
Project Setup
Customize project set up with easy to use account Admin settings.

• Manage members and companies

• Setup business units
• View statistics on account usage
• Add integrations
• Create projects and add services and
Admin privileges by user
• Customize approval workflows including
Document Approval, RFI and Submittals
• Set permission levels for each module
by individual, role or company

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Teams Setup
Set up teams to collaborate within one company or across multiple
companies.

• Add teams and assign a team color

• A “Shared Folder” is created so the
teams can see each other’s work.
• A “Consumed Folder” is created so
teams can accept design data from
other teams to use and incorporate.
• Invite members to each team and define
permission levels
• Define a master model to derive details
for levels and phases in the project and
to navigate the hypermodel
• Schedule a regular, automated publish
of the team’s work in Revit as a package
in the Design Collaboration module.
•
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Revit Cloud Worksharing & Publish to BIM 360
Connect your teams to collaborate real-time on Revit models with anyone, anytime,
anywhere, even outside a firewall. Publish to the team’s folder in BIM 360.

• Open or create a model in Revit

• Initiate collaboration in BIM 360 to
make changes concurrently with the
Revit Cloud Worksharing service,
available with BIM 360 Design
• Synchronize with the central model to
save changes to the cloud model
• Select views and sheets to share with
other teams, then publish the latest
version of the model or all project
models to BIM 360

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Authoring Tool Integration
View native AEC design files without needing the authoring software.

• Share models and drawings from Revit,

Formit, AutoCAD, Navisworks, and more
with the extended team
• Revit users:
• Compare changes to 2D sheets and 3D
models from Revit as new versions are
published
• Use split-view mode with overlay of 3D
model on 2D sheets to simultaneously review
and markup both
• Enable extended team members to share
comments and create design issues in the
same platform, even without access to Revit

• Infraworks users:
• Create concepts and connect to BIM 360 to
view and update files
• Enable team members to markup and
collaborate on 2D or 3D design documents

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Curate & Share Package
Manage how design work published by a team in Revit is exchanged
with other multidiscipline design teams in the project

• Create a package containing Revit

models, views, and sheets to share with
other teams
• Curate the contents of the package to
share a reviewed or approved frozen
version of the team’s work while
team members continue ongoing
modifications
• Explore incoming packages from other
teams, using change analysis features
to better understand incoming changes

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Change Analysis to Ongoing Design Work
Quickly review changes from one revision to the next to understand how
incoming design information might affect ongoing work.

• Clearly compare versions side-by-side

• Visually displays Added, Removed and
Modified items
• Filter or search files
• Export changes to CSV
• Use contextualized viewing and
navigation between 2D sheets and 3D
views in the aggregated model to better
understand changes.

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Review, Markups & Issues
Provide early feedback by creating and sharing 2D & 3D markups

• Upload and share initial design

concepts with extended stakeholders
and other team members
• Easily navigate between and within
models
• Instantly add comments and markups
(available in Document Management
module)
• Create and assign design related issues
by version, for public or private viewing
• Add hyperlinks and show / hide layers
• Access on both desktop and mobile

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Consume Package
Bring another team’s package into your environment, not to own it or take responsibility
for it, but to see it combined together with your work and with all other teams’ work.

• See the latest model from that team in

the aggregate Project Model.
• Revit links to the other team’s Revit
model in the Document Management
Consumed folder will be auto-updated.
• Use change analysis features to clearly
understand the other team’s package
• When your team is ready absorb the
new changes, click “Consume” to bring
the deliverables into your team space.

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Publish Document Sets
Extract document sets from design files and automate publishing.

• Upload documents, add template title

blocks, review and publish documents
in a single workflow in Document
Management module. (Must use
Revit Cloud Worksharing for Design
Collaboration)
• Multi-page PDF’s can be broken apart
into individual sheets
• Restrict visibility and share only desired
2D sheets or 3D views
• Custom title block automation
• Upload both linked and non-linked
design files
• Add document versions to a set then
publish, or publish to an existing set

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Clash Detection
Avoid clashes through improved collaboration with all project
stakeholders.

• Automatically view clashes between

models for every trade
• Filters and groups clashes to view on a
grid by relevant models
• Open clashes by trade affected
• Easily review clashes without waiting
for coordination meetings
• Flag clashes as “issues” or specify as
“not an issue”

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Trade Coordination
Organize and compare models from multiple entities.

• Cloud based storage for integrated

teams
• Easily grant view-based permissions
based on role or company
• Filter and run specific clashes by trade

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Round Trip Coordination
Desktop to cloud model merging, versioning, and clash resolution.

• Authoring tool integration to upload

directly to Glue
• Navisworks integration
• Easily leverage robust functionalities
in Navisworks with automated
collaboration and communication tools
in BIM 360

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Constructability Reviews
Accelerate constructability reviews and quickly identify and
resolve costly issues.

• Review and annotate models

• Send notifications to project team
• Respond to markups
• Conduct constructability reviews on the
jobsite or in the office

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Cost Management*
A complete and connected solution for managing all cost related
construction activities.

• Flexible and customizable budget

structures
• Detailed budget cost items & contracts
• Upstream and downstream change
order processes
• Security via user-, role-, or company-
based permission levels
• Customizable viewing options with
dashboards to display multiple types of
data and charts

*Cost Management is an add on module to the

BIM 360 Build package

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Document Approval
Easily allow multiple parties to sign off on construction drawings
or models.

• Ability to customize multi-step approval

workflow, assign reviewers and get
notifications of tasks
• Set approvals by individuals,
companies, or roles
• Package multiple drawings and publish
as Sets to be reviewed all at once

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Mobile Access in the Field
Mobile accessibility on iOS and Android as well as offline and sync
functionality.

• Access files both in the office and field

• Offline viewing capabilities
• Instant information updates

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RFI’s
Streamline RFI process and track progress across a centralized
platform.

• Easily export data

• Sort and filter by columns and statuses
• Assign to team members by individuals,
roles, or companies
• Create RFI’s from 2D drawings, 3D
model, or through RFI log tab

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Submittals
Share submittal packages across the entire team and easily view
statuses.

• Search, sort and track all submittals

• Add submittals items to different
packages
• Attach documentation for approval
• Assign to team members by individuals,
roles, or companies

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Quality & Punchlist
Create quality checklists and assign issues to get insights into root
cause and improve quality control.

• Easily create quality, commissioning or

punch list checklists from templates or
from scratch
• Search, sort and track quality inspection
checklist completion
• Search, sort, track and export all Issues
created
• Tag root causes to see where to focus
attention
• View quality specific analytics and
reports

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Safety Management
Reinforce Safety programs with routine inspections and
customizable checklists.

• Easily create safety checklists from

templates or from scratch
• Search, sort and track checklist
completion
• Document and share safety materials
• Search, sort, track and export all safety
Issues
• Tag root causes to see where to focus
attention
• Gain insights into safety specific
analytics and reports

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Project Level Reporting
Leverage project data and machine learning tools to prioritize daily
work and mitigate risk.

• Personalized Project Home screen with

customizable views from Card Library
• Insights tab shows Dashboards on
Quality, Safety and Project Controls
• Filter based on Status, Location, Type,
Assignee, Created By, Root Cause or
dates
• Reports exportable in CSV and PDF
formats

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Performance Analytics
Company-wide insights on overall organizational performance and
prediction tools to improve future projects to drive business decisions.

• Insights tab gives high level visibility

into multiple projects within an
organization
• Machine learning and AI functionalities
analyzes quantitative and qualitative
data to identify project risks and
predict failures to get ahead of
problems

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Commissioning Data
Collect and aggregate all commissioning data and equipment lists.

• Data can be exported to PDF, Excel,

Navisworks and Revit
• Save files in BIM 360 for wider access
• Connect equipment information (O&M)
to the actual objects within the models
or plans

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Building Maintenance
BIM 360 Ops benefits both general contractors and owners with
streamlined handover.

• Mobile-first maintenance management

solution with mobile and web clients
• Improves the handover experience by
delivering building operations data
in a way that makes it immediately
actionable and contextually relevant
• Enables owners to begin operations on
day one with a turnkey maintenance
and asset management solution

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Additional Resources
BIM 360 Workflow Guides

> BIM 360 Constructability

> BIM 360 Coordination
> BIM 360 Cost Management
> BIM 360 Document Management
> BIM 360 Prediction Analysis
> BIM 360 Project Management
> BIM 360 Quality
> BIM 360 Safety

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