Construction Document Management with BIM 360™

Instructor manual

Abstract
This course introduces you to Construction Document Management with BIM 360. BIM 360 is a connected
BIM platform for collaboration, communication, construction documentation, and project management,
and a significant number of construction professionals are using BIM 360 tools. This course is designed for
students majoring in AE (Architectural Engineering), CM (Construction Management) or CE (Civil
Engineering) who will be active members of construction projects in the future where they would benefit
from the use of connected BIM.

The materials for this course have been designed for inclusion in introductory undergraduate level course,
such as Introduction to BIM, Plan Reading or Graphic Communication. This document will show you how to
set up this course for your students.
 Table of Contents

1. Introduction to course and how to use this document ....................................... 3

2. Introduction to BIM 360 Services .......................................................................4

BIM 360 Docs .................................................................................................... 4
BIM 360 Glue ..................................................................................................... 4

3. Unified BIM 360 Administration.........................................................................4

4. BIM 360 Account Administration .......................................................................5

Create an Education Autodesk ID ...................................................................... 6
Apply for a BIM 360 grant ................................................................................... 6
Open Autodesk BIM 360 welcome email ............................................................ 7
Add Account Administrators ............................................................................... 8
Create projects ................................................................................................... 9
Setup cloud services for your projects ............................................................... 12
Activate your BIM 360 Project .......................................................................... 15
Add Project Administrators ............................................................................... 16
Invite project members ..................................................................................... 17
Import members in bulk .................................................................................... 18
Create Companies ........................................................................................... 20

5. BIM 360 Docs Project Administration............................................................... 22

Activate projects ............................................................................................... 22
Create folders and subfolders .......................................................................... 23
Assign permissions to folders ........................................................................... 25
Invite students as project members at the project level ..................................... 26
Set up RFI Workflow ........................................................................................ 28

6. BIM 360 Glue Project Administration ............................................................... 31

7. User interface overview ................................................................................... 33

BIM 360 Docs .................................................................................................. 33
BIM 360 Glue ................................................................................................... 34

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1. Introduction to course and how to use this document
This course introduces you to Construction Document Management with BIM 360. BIM 360 construction
management software enables almost anytime, anywhere access to project data throughout the building
construction lifecycle. The Autodesk® BIM 360™ platform provides a smarter way to connect teams through
cloud-based services to manage and share project data to accelerate project delivery.
Benefits include:

• Anytime, anywhere access to data (Desktop & Mobile)

• Connect Multi-disciplinary teams
• Provide a shared project database that serves as a single source of truth throughout the entire
design to construction lifecycle.

Today’s construction professionals need to know how to gain access to the right information at the right
time in order to enhance team collaboration, minimize mistakes and rework, and increase project
profitability. It is important for you to know how to integrate cloud-based technologies into the workflow
to collaborate more effectively with your team members.

After completing this course, your students will be able to:

• Explain the basic functions and purpose of BIM 360 Docs and Glue
• Identify the benefits of connected BIM and cloud-based collaboration for a project team.
• Run clash detection tests and analyze results using BIM 360 Glue
• Create and resolve markups through to resolution
• Integrate learned skills related to BIM 360 platforms into future coursework throughout your
academic career

The rest of this document will show you how to set up new BIM 360 projects for your students to begin this
course.

As BIM 360 is being used as a collaborative work platform in the real world, your students can use BIM 360
to work with student team members or communicate with instructors. You will learn how to use BIM 360
Docs as a homework assignment submission platform.

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2. Introduction to BIM 360 Services
BIM 360™ construction management software enables almost anytime, anywhere access to project
data throughout the building construction lifecycle. This course will focus on BIM 360 Docs and BIM
360 Glue.
BIM 360 Docs
BIM 360™ Docs web service ensures the entire project team is building from the correct version of
documents, plans, and models. Main features and benefits include the ability to connect your
entire team, control access, built for construction, collaborative viewing and markups, and the
ability to coordinate work in progress and access to all files, anywhere.

Please watch BIM 360 Docs overview video here: BIM 360 Docs overview video

BIM 360 Glue

BIM 360™ Glue® is a cloud-based BIM management and collaboration product that connects
your entire project team and streamlines BIM project workflows from pre-construction
through construction execution. (Think clash detection.) Main features and benefits include
one-click access, cloud-based BIM coordination, collaborative project views, Navisworks
integration, design tool integration, and an immersive mobile experience.

Please watch BIM 360 Glue overview video here: BIM 360 Glue overview video

3. Unified BIM 360 Administration

BIM 360 provides a unified approach for project administration and project member management, which is
easily accessible to both Account Admins and Project Admins. It allows one central point for an organization
to manage members, companies, and projects used in any BIM 360 project for any BIM service.
As shown in Figure 1, BIM 360 has two levels of administration, account and project.

• Account administration: manage information across all projects

• Project administration: manage users and information for a specific project

Figure 1. Unified BIM 360 Administration

BIM 360 account administrators can add, customize, and edit projects for use across BIM 360 web services.
In addition, account administrators can create projects and assign project administrators who grant their

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project members access to models and data. An account administrator is typically an employee (such as the
IT manager) of the general contractor or owner organization. In an academic environment, course
instructors would serve as BIM 360 account administrators.

By contrast, BIM 360 project administrators can invite, edit, and remove project members. Project creation
and setup tasks are for account administrators only. After an account administrator creates a project, a
project administrator can assign project members and invite them to activate their accounts. In an
academic environment, student team captains would serve as BIM 360 project administrators.

The rest of this document will show you how to manage high level Administration workflows as listed
below:

BIM 360 Account Administration

• Login to BIM 360 services
• Add account administrators
• Create projects
• Setup cloud services for projects
• Invite project members as Account Admin

BIM 360 Project Administration

• Activate the project
• Create folders and subfolders
• Assign people and permissions to folders
• Invite project members as Project Admin

4. BIM 360 Account Administration

This section will discuss the key tasks of BIM 360 account administrators.

Below is a high level checklist of the main tasks that Account Administrators must perform before use of
BIM 360. Step numbers listed below refer to this document.

 Create an Education Autodesk ID……. Step 1 if you do not already have an Autodesk ID account
 Apply for a BIM 360 grant…………………… Step 2
 Login to BIM 360 services…………………… Steps 3 thru 7
 Add Account Administrators………………. Steps 8 thru 9
 Create projects………………………………….. Steps 10 thru 16
 Setup BIM 360 services for projects…… Steps 17 thru 22
 Activate your BIM 360 project…………… Steps 23 thru 24
 Add Project Administrators……………….. Steps 25 thru 28
 Invite project members……………………… Steps 29 thru 30
 Invite project members in bulk………….. Steps 31 thru 33
 Create Companies (optional)……………… Steps 34 thru 35

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 Step 1 Create an Education Autodesk ID if you don’t already have one (based upon the
email used for requesting the BIM 360 grant)

• Login to the Autodesk Education Community to create an Education

Autodesk ID.
• Click Sign In command in upper right corner of page
• Choose Education Community from the pulldown menu
• Choose Create Account link
• Complete the information requested
Open the welcome email from the email address you provided and active your
Education Autodesk ID account
Step 2 Apply for a BIM 360 grant** from our online webform on the Autodesk
Education Community using an Education Autodesk ID***.

*** Please note that this is an enterprise license that includes enough seats for
your institution. Only one person from your department or program need apply
for the grant. Please allow upwards of 10 business days to receive the BIM 360
welcome email noted in the next step.

*** Don’t have an Education Autodesk ID, go back to Step 1

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Step 3 Open Autodesk BIM 360 welcome email

Sender: BIM360ent.no-reply@autodesk.com

Step 4 Click Get Started button in email message above

Step 5 Sign-in to Autodesk BIM 360 account

• Click Sign In button (If you already have an Autodesk ID)

URL: https://bim360enterprise.autodesk.com/login

Step 6 Sign in using the same email address used to obtain your Autodesk
Education grant
• Enter the email address associated with your Autodesk Education grant
• Click Next to continue
• Enter password, click Sign In to continue

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 Step 7 Default view | Projects icon

By default, your account will be automatically populated with (2) projects

• Practice project
• Sample project

Note: You may use these default projects to get started or create a new project

Add Account Administrators

Purpose: Add additional account administrators to help administrate Autodesk® BIM 360™ on behalf of
the institution.

Application: If you are the Contract or IT Administrator, you could assign Administrator privileges to
faculty to invite students into projects for a course.

Step 8 Click the Settings icon from the top navigation menu (Mark 1)

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 Step 9 Add Account Admin
• Enter email address of admin you wish to add
Click Save to continue
Additional Help Help link for more information

Create projects
Step 10 Only Account Admins can create projects. You will create three BIM 360
projects for your students who will take this course.
• Construction Document Management with BIM 360 Lesson 2
• Construction Document Management with BIM 360 Lesson 3
• Construction Document Management with BIM 360 Lesson 4

Under each of the projects listed above, you may want to create sub-
folders for each of your students in your class. They can use their own sub-
folders to submit their assignment outcomes.

Mark 1 = BIM 360 Docs hub name

Mark 2 = Course name, (user defined name)
Mark 3 = Student root folder name
Mark 4 = Sub-folders

1 2

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 Step 11 Open web browser and login to BIM 360 enterprise
• Sign-in to Autodesk BIM 360 account
• Click Sign In button (If you already have an Autodesk ID)

URL link: https://bim360enterprise.autodesk.com/

Step 12 Sign in using the same email address used to obtain your Autodesk Education
grant

• Enter the email address associated with your Autodesk Education grant
• Click Next to continue
• Enter your password, click Sign In to continue

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Step 13 Add project

• Click Add button (mark 1)

Step 14 Enter information into project form. You need to create three separate projects
as follows:
• Construction Document Management with BIM 360 - Lesson 2
• Construction Document Management with BIM 360 - Lesson 3
• Construction Document Management with BIM 360 - Lesson 4

Mark 1 = Project name

Mark 2 = Project type (select Training Project)
Mark 3 = Project value (enter 0)
Mark 4 = Select project start date
Mark 5 = Select project end
Mark 6 = Project image
Mark 7 = Project language
Step 15 Save the project and continue
Click Save and Continue button in lower right corner of project form
Step 16 You should receive a text balloon indicating the project is now available and active

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Setup cloud services for your projects
Step 17 Enable the BIM 360 services to be associated with the project

• Click Activate button across from Document Management example (mark 1)

Step 18 Assign project administrators for Document Management (BIM 360 Docs)

• Enter Project Admin email address (mark 1)

• Click Save button to confirm (mark 2)

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Step 19 (Optional) Assign a second project administrator to BIM 360 Docs

• Verify Document Management (BIM 360 Docs) service is active, green (mark
1)

• Enter Project Admin email address (mark 2)

• Click Save button to confirm

Step 20 Repeat steps 1 through 3 to enable other BIM 360 services for project

(BIM 360 Glue, BIM 360 Field, or BIM 360 Plan)

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 Step 21 End project administration setup

• Before exiting, confirm that the services desired are active (mark 1)

Step 22 Confirm new project is Active

After creating three projects, your project directory will show these project as shown
below. Confirm new projects are Active.

Additional Help Help link for more information

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Activate your BIM 360 Project
Once your BIM 360 Project has been setup through the web browser you will need to complete project
activation through the project welcome email before you can add project resources and invite project
members.

Step 23 Complete project activation by opening one of the welcome emails for the BIM
360 services associated with the project and click the Get Started button in the
message.

Note: Check email junk folder in case message was filtered from inbox.

Each welcome email is meant for only one person. Do not forward it to
others.

Step 24 Then, Sign in to BIM 360 using your Autodesk ID credentials

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Add Project Administrators
Purpose: Add project-based administrators to help administrate Autodesk® BIM 360™ at the project
level on behalf of the institution.

Application: If you are the Contract or IT Administrator, you could assign Project Administrator
privileges to faculty or student team leads on projects for a course.

Step 25 From the Account Admin page, click the project name you wish to add Project
Admins to (Mark 1)

Step 26 Click Add (mark 1) to add a new member

Step 27 Enter the email addresses** of the Project Administrator you wish to invite to the
project (mark 1). Then, click Select (mark 2) to add them to the listing.

Note: Email addresses must be the same email address associated with that
persons Autodesk ID account.

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 Step 28 Add company name (mark 1) optional
Add role (mark 2) optional
Click Project Admin icon (mark 3) to add Project Admin rights to person
Click Add to Project button (mark 4) to complete the process

Invite project members

Purpose: Add, edit, or remove members from Autodesk® BIM 360™ services.

Autodesk® BIM 360™ provides the ability to invite members within two levels of BIM 360 – Account level
and Project level. Each level uses a unique way to invite students.

• Account level - Account Admin can invite faculty and students to BIM 360 without inviting them to
a specific project
• Project level - Project Admins can see a full list of their students across BIM 360 services, with the
ability to see which BIM 360 services that have access to, their status, and their project roles

Step 29 Click the Members icon from the top navigation menu

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 Step 30 Add Member
• Click Add > Add people to the member directory from Step 31 above.
• In the Add Member dialog, enter the person's email (mark 1) and click
Add (mark 2).
• Select their default company and role from the list and click Save (mark 3).

Note: You can change the default company and role later if necessary

Each welcome email is meant for only one person. Do not forward it to others.
Check email junk folder in case message was filtered from inbox.
Additional Help Help link for more information

Import members in bulk

You can bulk import multiple members to an account using a spreadsheet.

Step 31 Click the MEMBERS icon from the top navigation menu

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Step 32 Add Members
• Click Add > Import members by spreadsheet.

• For a first-time import, click Download the member list template (mark 1)
and open it with Microsoft Excel. In the template, replace the example
entries with your actual member details, one member per row, and save the
file.
• Click Choose File (mark 2) and select the spreadsheet***.
• Click Start Import.

*** Alternatively, you may use the spreadsheet provided in the Lesson 1
dataset folder

Note: Each welcome email is meant for only one person. Do not forward it to others.
Check email junk folder in case message was filtered from inbox.

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 Step 33 Follow the procedures in Import members by spreadsheet (method 1)

Notes:
• Do not change the formatting of the Excel spreadsheet
• Input one student per row only
• Each student must have a unique email address
• Student email address should be the same one used to create their
Autodesk ID
• Default company field is optional

Note: Each welcome email is meant for only one person. Do not forward it to others.
Check email junk folder in case message was filtered from inbox.
Additional Help Help link for more information

Create Companies

Purpose: Add companies to Autodesk® BIM 360™ services. Autodesk® BIM 360™ provides the ability to add
new companies on the Account level. Once added to BIM 360, the companies can be linked with project
members on the Project level.

For the purposes of this course, please create at least one company for each of the categories listed below:
• General Contractor
• Subcontractor
• Architect

These companies will be linked with members on Project level.

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Step 34 Click the COMPANIES icon from the top navigation menu

Step 35 Create Company

• Click Add from Step 36 above.
• In the Create Company dialog, enter the company name (mark 1) and
select trade of company type (mark 2), and click Save (mark 3).

Note: You can change the trade or company type later if necessary
Additional Help Help link for more information

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5. BIM 360 Docs Project Administration
This section will discuss the key tasks of BIM 360 Docs for project administrators.

Activate projects
Step 1 Complete project activation by opening one of the welcome emails for the BIM 360
services associated with the project and click the Activate your membership
button in the message.

Note: This step is very important. This ensures that team members assigned to the
project can access it without issue.

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Create folders and subfolders

Every project starts with pre-configured folders to support a specific process or data type. These top-
level folders are called Plans and Project Files. You can add subfolders to these folders.

Step 2 Open Autodesk BIM 360 welcome email to the BIM 360 Docs project

• Click Get Started to access your project

Sender: Institutions account admin or project admin

Note: Check email junk folder in case message was filtered from inbox.

Each welcome email is meant for only one person. Do not forward it to others.

Step 3 Autodesk® BIM 360™ Docs Default folder view

Default folders are Plans and Project Files (mark 1). These folder names cannot be
changed.

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 Step 4 Select the parent folder you want to add subfolders to
• Click the ellipse button across from folder name (Plans or Project Files)
• Click Add Subfolder
• Enter name of subfolder and hit Enter key

Plans subfolders Project files subfolders

• As-Builts • Daily reports
• Permit Sets • Submittals
• Revit Models WIP

Note: Plans folder is used only for hosting design files and PDF documents. Use Plans
to manage, publish, and review the latest set of construction documents, in both 2D
and 3D formats.

Design file formats: DWG, DXF, RVT, and more

Note: Use Project Files for any project document, including design data and all other
document types.

Additional Help Help link for more information

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Assign permissions to folders
Manage folder permissions
Restrict user access to certain folders, or limit access according to user role or company.

Subfolders automatically inherit the permission level of the parent folder, but can be changed later. If
changed, sub-folder permissions must match the access level of the parent folder, or else have a greater
(less restricted) access level of the parent folder.
Permission levels
Upload - only User/role/company may share their own documents in that folder
with other team members.
View - only User/role/company may view documents and add markups or
issues, but cannot upload documents.
View + Upload User/role/company may share their own documents with team
members and view any other documents in that folder.
View + Upload + Edit User/role/company may share their own documents with team
members and view and edit any other documents in that folder.
View + Upload + Edit + Control User/role/company may share their own documents with team
members and view and edit any other documents in that folder. As
part of the Controller (control) role they can also carry out tasks
within that folder that are usually restricted to the Project Admin.
This includes creating title blocks, adding project members and
managing permissions. This permission level offers the greatest
access to folders.

Restrict folders by role or company

When you restrict access to folders by Role or Company, each user with the selected Role or in the
chosen Company will share the same permissions that you specify. This also applies to future users who
may share that Role, or who may be a member of that Company.

Step 5 In the folder tree, select the folder you want to

restrict.

• Right-click on one of the folders’ name.

(mark 1)
1
• From the context menu, select
Permissions. (mark 2)

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 Step 6 Add permissions
• In the text field, type in person, Role or Company name (mark 1)
• Click Add to add to the list (mark 2)
• Select role, company, or individual name and assign permission level
(mark 3)

1 2

Step 7 Modify permissions of existing role, company, or individual user

• Move your cursor across the Permission Level bar to select new permissions
for that Role or Company
Managing You cannot delete a company until members are assigned to another company or
Companies are removed. Note: Projects must be activated before companies can be deleted.
Additional Help Help link for more information

Invite students as project members at the project level

Step 8 Sign In to BIM 360 Docs using your Autodesk ID and password.

Link: https://admin.b360.autodesk.com

Click one of the projects where you want to add new members. (Mark 1)

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Step 9 Now you are in Project Admin mode. Member menu should appear as the default
view

• Make sure you are in the right project (Mark 1)

• Click Add button (Mark 2)

Step 10 Add members

• Enter a student email address into the input field

• If you want to add multiple members, copy and paste a comma delimited
string of student email addresses into the input field (mark 1)
• Click Select to add members to the main window below (mark 2)

1 2

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 Step 11 Assign company and role(s) to students (optional)

• Click in the text box under Company column (Mark 1)

• Select a company name from the pull-down list. If the company is not on the
list, you need to add one under Company menu.
• Click in the text box under Roles column (Mark 2)
• Select a role from the pull-down list.
• Click Add to project button to invite students and continue (Mark 3)
• You should see a green confirmation notification at top of screen

1 2

Note: Each welcome email is meant for only one person. Do not forward it to others.
Check email junk folder in case message was filtered from inbox.

Set up RFI Workflow

With the RFI workflow, your students can create, respond to, track, and resolve RFIs related to project
documents. As a Project Admin, you can select from two workflow options for RFIs. Workflow roles for each
step of the workflow are assigned to users, roles, or companies. It is recommended to assign the roles at
company level.

It is important for you to divide your students into three roles – creators, managers or reviewers.
• Creators – You could assign a subcontractor company
• Managers – it is normally a general contractor
• Reviewers – it is normally an architect.

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Step 12 Set up RFI Workflow

• Click the SERVICES icon from the top navigation menu (mark 1)
• Click the Document Management link from the left navigation menu (mark 2)

Step 13 Click the RFIs link (mark 1)

Click Workflow button (mark 2)

1 2

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 Step 14 In the Select a Workflow dialog, make your selection. The default workflow is pre-
selected.
Click Apply

Step 15
For each role, assign a user, role, or company.

Additional Help link for more information

Help

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6. BIM 360 Glue Project Administration

You can maintain the folder directory structure in BIM 360 Glue in order for your students to upload
multiple models in their own folders.

Step 1 Launch the BIM 360 Glue desktop application and Sign In to BIM 360 Glue and
Open the BIM 360 Glue project to edit
• Click Merged Models or Models icon on the left side pane. (mark 1)

Step 2 Under the project opened, you can create sub-folders for each of your
students in your class. They can use their own sub-folders to submit their
assignment outcomes.

• Click Add folder (mark 1)

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 • Type in the folder names as shown below

Additional Help Help link for more information

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7. User interface overview
BIM 360 Docs

1. Plans. Use to manage, publish, and review the latest set of construction documents, in both 2D
and 3D formats. This is the digital equivalent to the printed set of contract drawings for the
project.

2. Project Files. Manage any project document, including design data and all other document
types. For example, photos, reports, schedules, budgets, requirements, and documents.

3. Folder Settings. Restrict user access to certain folders, or limit access according to user role or
company (Project admins only).

4. Project Selection. Use the drop-down to select a project.

5. Document Search. Find documents and files in any folder and its subfolders.

6. Profile Menu. Manage your profile and sign in and out.

7. Help Menu. Access online help, product support, and the BIM 360 Docs community forum.

8. BIM 360 Administration. Add project members and send invitations. See Project Administration.

9. Publish Log. Preview and publish your project documents.

10. Deleted Items. Where deleted files are stored temporarily.

11. Tutorial. Open the learn panel to view BIM 360 Docs learning videos.

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BIM 360 Glue

1. Navigation. Use the navigation breadcrumbs to view the project hierarchy and locate projects
and models. Click a link to open the folder or model view.

2. Settings and Navigation. Use the Account Settings to manage account information. This menu
provides access to admin tools, global options, and the BIM 360 Add-ins download page.

3. View Cube and Viewing Tools. Use the Autodesk View Cube to control model orientation
and adjust the viewpoint of the model. The Viewing Tools include the Navigation Bar,
Steering Wheels, and Full Navigation Wheels.

4. 2D Viewer. Use the 2D Viewer to display your current location in the model in a plan view. The
2D viewer dynamically updates as you navigate through the model.
5. BIM 360 Toolbar Use these tools to measure and align models, create views and markups,
manage activities, find clashes, and add attachments.

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