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Workflow Processes:

• Folder Management

  The following processes outline the tasks for Folder Management for the Project Management Workflow for Autodesk Build.

  Using cloud-based software for document management enables teams working on-site to easily connect with those working in the office. This connectivity helps to prevent rework, as all documents are stored in one central location, and it promotes a more streamlined process for distributing and sharing files. When folder structures are set up in an organized way and users can subscribe to folder updates, teams spend less time finding documents and more time monitoring the project and solving problems. 
  The following tasks are listed in detail:
  Setting Up Folders
  Subscribe to Folders
  Project Templates

• Document Distribution

  The following processes outline the tasks for Document Distribution as part of the Document Management workflow for Autodesk Build.

  Reviewing and sharing project files is the first step in establishing a successful document management process for construction projects. It is essential to assign permission levels appropriately to ensure the right people have access to the right information. With the ability to set standardized permission controls, distributing and sharing construction documents has never been easier. 

  The following tasks are listed in detail:
  Sharing Files
  Setting Permissions
  Reviews and Approvals
  Document Transmittals
  Microsoft 365 Integration

• Publish Documents

  The following processes outline the tasks for Publishing Documents as part of the Document Management workflow for Autodesk Build.

  Upload files and sheets and save time with tools like optimal character recognition, version control, and Desktop Connector. Teams can easily publish full version sets of drawings, a single sheet, or hefty design files like Autodesk® Revit® or Autodesk® AutoCAD®.

  The following tasks are covered in detail:
  Uploading Files
  Publishing Sheets
  Version Control
  Desktop Connector (with link to download)
  Offline sync

• Document Compare

  The following processes outline the tasks for Document Compare as part of the Document Management workflow for Autodesk Build.

  Tracking multiple iterations of documents and visualizing edits from one version to the next can be time-consuming. With the document compare and version control features built into Autodesk Build, teams can ensure they are viewing the latest version and quickly compare one version with the next to gain insight into how changes impact scope, schedule, and budget. The ability to instantly conceptualize changes helps ensure teams are all on the same page, maximizing time and minimizing rework. 

  The following tasks are covered in detail:
  Compare 2D Drawings
  Compare 3D Models

• 2D and 3D Viewing

  The following processes outline the tasks for 2D and 3D Viewing as part of the Document Management workflow for Autodesk Build.

  Project teams can now easily access all of their 2D drawings and 3D models in a single, cloud-based document management solution. With easy-to-use tools, the entire project team can gain visibility into design details and all embedded rich metadata, and view both 2D drawings and 3D models simultaneously. 

  The following tasks are covered in detail:
  Viewing 2D and 3D files
  3D Viewing Orientation

• Markups

  The following processes outline the tasks for Markups as part of the Document Management workflow for Autodesk Build.

  Markups speed up the decision-making process with the ability to instantly communicate questions, changes, and other information regarding the project drawings and models. The measurement tools enable project team members to accurately verify dimensions and areas. Users can add hyperlinks to drawings, models, or files with additional information or context like photos, RFIs or forms so team members can easily find relevant information. 

  The following tasks are covered in detail:
  Create a Markup
  Publish, Edit and Delete Markups

• Design Issues

  The following processes outline the tasks for Design Issues as part of the Document Management workflow for Autodesk Build.

  The ability to create, assign, track, and respond to issues on any device is critical to making sure construction projects are completed on time and on budget. Put context around the issue resolution by dropping pins on designs, adding photos in the field, and filling in additional fields. With a central view of all project issues, tracking status and analyzing root causes has never been easier.

  The following tasks are covered in detail:
  Creating Drawing or Model-Based Issues
  Creating Project Level Issues
  Reviewing and Responding to Issues
  Filter, Sort and Export Issues