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Thread: BIM360 Document Management "Teams"

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    Forum Addict sdbrownaia's Avatar
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    BIM360 Document Management "Teams"

    Is anyone using the full teams feature in BIM 360 Doc's? the one where you "consume" your consultant models? We have been trying to wrap our heads around the intended workflow. We've watched and read all materials and it appears you have to have sep. folders for each consultant team. And basically let the system set up the folders. So I'm thinking you have a folder for each Team and in each team folder you let everyone set it up how they want. We had created a folder structure thinking we were being smart, but then we launched teams and it didn't like us anymore or want us to delete the "shared" folders it creates. Any suggested setups welcome.

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    Autodesk Scott D Davis's Avatar
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    Scott B, try this link: (maybe you've seen it already?)

    https://knowledge.autodesk.com/suppo...60-design.html
    elton williams likes this.

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    Forum Co-Founder Alfredo Medina's Avatar
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    The way I have used it (and the way I understand it) is this: The only folders that the administrator has to create are the ones highlighted below: one folder for each team; this is where the working Revit cloud models of each discipline live. The system creates all the other folders that you see in this image. Every time a team consumes or share, the correspondent subfolder is created, and the Revit file that was consumed or shared is saved in that folder as it was at the moment of using consume or share. The folder at the top, "Plans", is also created by the system; this one is for progress sets (PDFs), with versions. For custom folders, create subfolders under "Project Files". From this folder structure you can define permissions to each folder. I hope this helps.

    The folders of the coordination module work like an automatic way of handling the typical "sent" and "received" folders to and from consultants, which we used to have in Windows Explorer folders in our local drives.

    Attached Thumbnails Attached Thumbnails BIM360 Document Management "Teams"-2019-03-15_18-06-34.png  
    Last edited by Alfredo Medina; March 24th, 2019 at 11:39 PM. Reason: grammar

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    Forum Addict sdbrownaia's Avatar
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    Thank you both. Just to clarify the "shared, at the top are not created by you either, the system creates those. So from a project set up point of view we could create a "Teams Folder" and in that all this stuff would live, then if we want folders for non BIM data that could live in a folder structure here as well.

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    Junior Member Steven_Campbell's Avatar
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    Correct the system creates the Team folders under the shared folder when you create the teams. One thing to update is the permissions under the shared folder, if I remember correctly the needed to be done separately. Also if you plan on using the issue tracking functionality the permission for that buried under Project Admin / Issues / Permissions, only admins are set by default.

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    Autodesk Scott D Davis's Avatar
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    this is a new "guide" to starting in BIM 360 Design, in a workflow map, that's clickable. Try it out and let us know if it helps!

    https://knowledge.autodesk.com/suppo...html-html.html

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    Forum Addict elton williams's Avatar
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    One thing that I do find a bit silly is when I can't add a member to a team until after they have accepted the invite to the project.

    Them : "Hi, I'm still waiting to get access, can you please add me?"
    Me : "Did you accept the email invite?"

    Instead of adding people 3 times at every different level (company/project/team) it would be nice if we could simply add new users once, to whatever team as required and BIM360 takes care of the rest - instead of playing email tennis.
    jmk likes this.

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    Moderator DaveP's Avatar
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    Quote Originally Posted by elton williams View Post
    One thing that I do find a bit silly is when I can't add a member to a team until after they have accepted the invite to the project.
    Upvote for this

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    Forum Co-Founder Alfredo Medina's Avatar
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    Quote Originally Posted by elton williams View Post
    ...Them : "Hi, I'm still waiting to get access, can you please add me?"
    Me : "Did you accept the email invite?"...
    Yes, that's the way it is. But I think is necessary, is it not? It's like when you sign up for an account in a website. They send you a confirmation email, that you need to reply to confirm before you can use the website.

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    Moderator DaveP's Avatar
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    It's necessary for the user, but why should it matter for the administrator?

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