Quality Management

Resolve issues faster, reduce rework, and keep construction projects on track with a proactive quality management approach. 

Introduction

Overview

Managing quality assurance and control on a construction project can be overwhelming. On any given project, there can be hundreds of team members working on thousands of tasks every day — and ensuring that everyone is operating at a high standard is difficult. By leveraging a cloud-based platform like Autodesk Build, teams can take a more proactive and collaborative quality management approach to ensure project success.  

 

This guide dives into the details of how project teams can reduce rework, gain visibility of issues, and resolve problems faster with Autodesk Build. 

Quality Management with Autodesk Construction Cloud

Built on a unified platform and common data environment, Autodesk Construction Cloud is a powerful and complete portfolio of construction management products that empowers general contractors, specialty trades, designers, and owners to drive better business outcomes. Autodesk Construction Cloud combines advanced technology, a unique builders network and predictive insights to connect teams, workflows, and data across the entire building lifecycle. 

Suggested Workflows

Quality Control Workflow

Simplify the quality control process by creating a standardized workflow that maintains transparency for the entire team. The graphic below outlines the suggested quality control workflow using Autodesk Build.

Why follow this workflow?

  • Standardize quality control checklists
  • Track and resolve quality issues
  • Enable team members to fill out checklists and create issues both on web and mobile

Autodesk Build capabilities used

  • Forms
  • Issues
  • Photos and Videos
  • Meetings
  • Reports

Punch List Workflow

Simplify punch lists by creating a standardized workflow that maintains transparency for the entire team. The graphic below outlines the suggested punch list workflow using Autodesk Build.

Why follow this workflow?

  • Standardize punch list documentation
  • Track and resolve issues created from punch list items
  • Allow team members to fill out punch lists and create issues both on web and mobile

Autodesk Build capabilities used

  • Forms
  • Issues

RFI Workflow

Simplify the RFI process by creating a standardized workflow that maintains transparency for the entire team. The graphic below outlines the suggested RFI workflow using Autodesk Build.

Why follow this workflow?

  • Track and review project RFIs
  • Control the reviewer and approve permissions
  • Allow team members to create RFIs both on a mobile device from the field or from a desktop

Autodesk Build capabilities used

  • RFI Management

Submittal Workflow

Create submittal items, packages, track the flow of approval processes, and manage all information in a single submittal log. The graphic below outlines the suggested submittal workflow using Autodesk Build.

Why follow this workflow?

  • Full flexibility to package items as desired
  • Easily track & review the status of submittal items
  • Distribute & control reviewer privileges

Autodesk Build capabilities used:

  • Submittal Management

Asset & Equipment Tracking Workflow

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 Autodesk Construction Cloud.

Why follow this workflow?

  • Enhance project status visibility
  • Accelerate commissioning
  • Improve handover

Autodesk Build capabilities used:

  • Asset & Equipment Tracking

Quality Management Capabilities

Quality Checklists

Quality Checklist Forms

Capturing and addressing quality concerns early gives contractors the confidence to deliver projects on time and under budget.

 

In Autodesk Build, Quality Managers can create QA/QC checklists, punch lists, and commissioning forms; assign them to team members; and track status. Teams on site can quickly fill out forms via mobile and, if needed, create quality issues right away.

 

Reporting on the data captured provides teams with valuable insights on how to proactively address quality concerns.

1. Setting up Forms for Project Templates

  • To promote standardization and reduce manual entry time across projects, admins can create Quality Form Templates in their Autodesk Build-configured Project Template. Any project created from that project template will then have pre-configured form templates available.
  • In “Project List”, admins navigate to “Project Templates” and create or choose a project template.
  • Within the Build Configuration, they will select “Forms” and click “Create”, then “Create Template”; see the “Creating Form Templates” section below for details. Form Templates in Project Templates has a few differentiations noted below:
  • If building a new form:
    • From the contribution mode menu, only “Single Contributor” is selectable.
    • To finalize, permissions are restricted to roles for contributors and reviewers.
  • If starting from a PDF:
    • To finalize, permissions are restricted to roles for contributors and reviewers.
  • Forms can be modified in the Template List and organized into folders.
  • Forms can also be imported from other company Build projects or previous tools by clicking “Import”. To import from another project that was built out, an admin selects “Autodesk Build”, then selects the project and up to 50 Form Templates.

2. Creating Form Templates in Projects

  • Creating Form Templates is an essential step to standardizing data collection and accelerating quality checklist entry. Setting up a template within a project is similar to setting up for Form Templates within a Project Template.
  • In a Project, admins will navigate to the Forms tool, select “Templates”, and click “Create”.
  • Next, they either upload an editable PDF or build a new form.
  • If building a new form:
    • Admins begin with either a pre-formatted template or a blank one. In both cases, they will then specify the template title, type, and a description of the form.
    • Forms are split into sections that contain items for response including Equipment Materials, Notes, Weather, Work Log, Signature, or Questions. Each section and item (aside from Notes and Weather) has space to provide a description to give project teams additional context when they fill out the form.
    • Questions:
      • Each section can have multiple questions that can be added, deleted, and moved up or down by using the icons in the bottom right of the question box.
      • On the bottom left, users can make questions required or have conditional logic to require or suggest a photo or an issue.
      • The question type can be adjusted by selecting from the dropdown options on the right.
    • Pre-formatted templates:
      • Sections are pre-loaded based on selections
      • These sections can be modified as needed.
      • New sections can be added by selecting “New section” on the black “Add section” menu.
    • Blank templates:
      • To add a new section, admins click the black toolbar on the right and select the type from “Add section”.
      • Adding items like questions or signatures is located on the black toolbar in “Add item to section”.
    • Once finished, admin will click “Save”.
    • They then can select how contributors will work:
      • Single contributor – One contributor creates and submits each report.
      • Multiple contributors in sequence – One contributor at a time can edit a report. They have the flexibility to assign a report to another contributor.
      • Multiple contributors in parallel –Multiple contributors can edit a report at the same time. Any of them can submit.
    • To finalize the form, the permissions for the contributors and reviewers for roles, companies, or individual members are assigned. The manager is automatically assigned as the form creator, and roles or members can be added.
    • The admin then clicks “Create” to add the form to the Form Templates list.
  • If starting from a PDF:
    • Starting from a PDF gives teams the opportunity to directly import existing quality observation and checklist forms they currently use.
    • The template name, type, and form components (like weather and notes) are specified. Then admins will select single contributor as the default.
    • Next, roles, members, or companies are selected as contributors and reviewers.
    • Clicking “Create” will add the form to the Form Templates list.
  • Forms can be modified in the Template List and organized into folders.

PRO TIP: When customizing questions, there is also an option to require an issue creation or photo attachment depending on the response. For instance, if the question is about passing a quality check, it’s useful to require the issue creation in case of failure and require a photo proof in case of passing

3. Filling out Quality Forms

  • Teams can fill out forms on both the web and mobile. Foremen, Superintendents, or others in a similar role, performing a Quality Checklist walkthrough start by navigating to the Forms tab and clicking “Create Form”. Within the drop down, they can search and select one of the quality checklist forms.
  • The form will load the templated information and sections. The observer then fills in the form details and provide responses to sections. Required questions are marked with a red asterisk (and the word “Required” on mobile)
  • They can create an issue, attach a photo, or write a note on the spot. References can also be added by linking photos, files, issues, assets, or other forms.
  • If a form is set up for multiple contributors editing in sequence, users can click on “Assignee” and select who they would like to reassign the draft form to.
  • To collaborate on forms with stakeholders, members can hover and click the “Chat Icon” to add comments and “@” mention a specific person to draw their attention an item in need of response.

Editing Forms

4. Filtering and Sorting Forms

  • A quality engineer or manager can quickly find specific drafts or submitted forms by leveraging the sorting and filtering options within the Forms tab. Drafts and assigned forms can be edited; submitted forms cannot.
  • The column headers can be clicked to sort the Forms list based on name, date, ID, status, creator, and last update.
  • Under the funnel icon, forms can be filtered by date, creator, status, location, and template type.
  • Additionally, forms can be searched through the search bar at the top.

PRO TIP: The quickest way for mobile users to find the forms assigned to them is to view “My current forms” within the Forms tab.

5. Reporting on Forms

    • Within the Forms tab of the Forms tool, team members on the web can export selected forms in a report. For example, they can export recently submitted QA checklist forms by using a filter for their date range and a Quality template type with “Submitted” status.
    • After filtering, users need to click on “Export”. Here, they can choose to have their report in PDF or XLSX format. They can also choose if they would like to include a photo, an issue, and references, and then click on “Generate”.
    • Reports can be directly downloaded to the creator’s device, emailed, or shared via a link.
    • The Reports tool can create reports with more options and customizations.
      • To start, a quality manager can navigate to the Reports tool and click “Create report” in the “Reports log” tab.
      • There they can select “Form detail” report and add filters and sort by ID, Template name, Form date, Created by, Assigned to, Status, Template type, or Location. Next, they select a file format and turn on options that include a Cover Page, Table of Contents, and Photos.
      • Clicking “Run report” will give these managers the option to run this report once or to save it as a report template to run in the future.
      • If saved as a report template, quality managers can navigate to the “Templates” tab and click the three dots menu on the report. There they will select “Schedule report”, where they can choose their options for distribution, frequency, and date/time. Once saved, Quality Managers can receive these form reports on a regular basis and share with stakeholders as needed.

PRO TIP: Selecting the number of photos per row allows quality professionals to either showcase a quality concern in a number of high quantity, smaller photos at once or fewer at a time in larger format.

Issue Management

When faced with problems on the jobsite, teams need to react fast to keep on track. With Issues in Autodesk build, teams can create, assign, track, and ultimately resolve issues faster.

 

Watch the Tutorial on Issues in Autodesk Build

1. Issue details breakdown

Issues have several fields that quickly resolve problems that may arise during projects. These details can be standardized, reported on, and used to identify trends. Analyzing these trends helps teams create plans to address issues before they occur.

 

  • Title: Titles ensure all stakeholders quickly understand the issue.
  • Status: Status has four states to designate resolution progress: Open, Pending, In Review, and Closed.
  • Type: Types organize issues. An issue type creates a label for identifying issues under important information like specialty trades. Each type is arranged under an organization category, like quality or safety. In set-up, Admins can also for quick identification when using pushpins in sheets or assets, identifying status (active or inactive), and selecting from created custom fields.
  • Description: Provides space for any necessary context or information about the issue.
  • Assigned to: Issue creators can use “Assigned to” to designate a responder for any issue created. This will send a notification for response to an individual member, a role like Quality Manager,
  • Watchers: Designating individuals as watchers lets issue creators alert stakeholders without the expectation for them to help resolve the issue.
  • Location: A drop-down that brings up the locations available within the project allowing issue creators to detail where an issue occurred.
  • Location details: A free text field that helps provide additional context to the location selected. For example, a mechanical room on the second floor location can be selected with “behind the AHU unit” for further details on a drywall damage issue.
  • Due date: Due date designates the resolution date expected by the issue creator.
  • Start date: Used to identify when the issue in question began.
  • Placement: Issues can be directly placed, or removed, on a model, file, or sheet from issue creation in the Issues log.
  • Root cause: Root causes identify why an issue occurred by creating a label to identify the underlying cause. Each root cause is organized under a root cause category, like quality or safety. . Reports and dashboards are able to filter by root cause, providing key stakeholders with actionable information on how to prevent issues in the future.

2. Setting up Issues in Project Templates

  • Within a Project Template, admins can create Issue categories and types, custom fields, and root causes with default information prefilled for all projects.
  • Any project created from that project template will have these fields pre-populated. This standardizes data for teams and saves time-on-site when filling out identifying issues in the field.
  • In “Project List”, admins navigate to “Project Templates” and create or choose a project template.
  • Within the Build they will select the “Issues” tool, then click “Create” within the “Types”, “Custom fields”, or “Root causes” tabs.

3. Customizing Issues

  • After a project is set up, admins can further customize issues within the Issues tool, under the “Settings” menu.
  • Project Admins can create and customize issue categories and types, add custom fields, root causes, and create templates.
  • In each tab within “Settings”, admins can keep projects up to date and organized by selecting a type, custom field, root cause, or template and edit or manage the information on the right-side menu.

 

PRO TIP: Issue categories and types can be edited to show, hide, and reorder fields. Select an issue type and in the “Edit type” menu on the right, select the “Manage fields” tab. There, use the visibility icons to designate if the field is shown or hidden and use the move icon to reorder the position of the field.

PRO TIP: With custom issue settings, valuable data can be tracked and analyzed. Teams who fine-tune their issue setting configurations will have richer issue data to report on.

4. Issue Permissions

  • Now that all the issues are configured within a project, admins can ensure issue accountability and visibility by setting up stakeholder permissions.
  • Within the “Settings” menu, under “Permissions”, admins can review or update Issue permissions.
  • Before changing permissions, click “Learn more” to check the table that summarizes what someone can do based on which of the four permission levels are assigned: “Create for my company”, “Create for other companies”, “Manage issues”, and “Manage member permissions”.
  • Clicking “Add permissions” lets admins set the permission level for an individual member, a role within the project, or company.

 

Issue Permissions

PRO TIP: Project Admins can quickly find specific information about permissions on the web by filtering with “Contributor type” and “Permissions” level through the filter icon.

5. Creating Issue Templates in Projects

  • Issue Templates promote consistency across teams and accelerate issue creation on site by assigning default information into many fields.
  • Within the “Settings” menu, under “Templates”, admins can review, edit, delete, duplicate, or create Issue Templates on the web.
  • To create an “Issue template”, a Project Admin will click the “Create issue template” button, title the template, and provide an active/inactive template status.
  • Admins can then set the default information for Issue status; issue type; a description; assignees based on member, role, company, or watcher status; location and location details; and root cause.
  • Selecting “Create issue template” will add this issue template to the Issue Templates log to be available for use when active.

PRO TIP: When a template is used to create an Issue, the issue type can identify a specific stakeholder like HVAC under the quality category.

6. Creating Issues

  • Throughout the project lifecycle, issues can arise at any point by nearly any stakeholder on the web or on site from their mobile device. Whether in model coordination or a quality check in the field, issue creators can create an issue from the Issues tool, directly within another tool like sheets, models, or forms, or added as a reference in RFIs, Submittals or Assets.
  • To create a new issue within the Issues tool, click the “Create” button or select the drop-down arrow to bulk import up to 500 issues from a spreadsheet. To create a new issue directly from one of the tools above, find the Issues checkmark icon.
  • The issue creator fills out the issue details within the issue creation module and can use templates to reduce repetitive tasks.
  • Issue templates can be found in the Templates tab of the issue creation window. Templates are sorted by type or recently used, and can also be searched for.
  • At the bottom of the issue details, the creator can also reference any photos, files, RFIs, or assets, depending on what is important to understand the context of the issue.

7. Reviewing, Updating, and Resolving Issues

  • When an issue is assigned to a project member, they receive an email notification. To see the details of the issue, the assigned project member follows the link in the notification email. Alternatively, any project member can access issues from the Issues tool within Autodesk Build. And if the issue is referenced on another tool—for instance, on a form—they’ll be able to check its details from that tool, as well.
  • Assigned issues are also visible in the “Your assigned work” under the “Work status” section of the Autodesk Build home page.
  • When an issue is created, its automatic status is “Open”. As the issue is being addressed, assignees select the issue and update the status to “Pending” or “In review”. Once the problem is resolved, the issue status should be changed to “Closed”.

 

PRO TIP: Web and mobile users can ‘@’ to mention a specific user—or a company, or a role—in the comment field of issues. This will notify the user by email and draw their attention to the specific issue.

PRO TIP: Adding a photo reference provides visual representation of the issue to assist in resolution, as well as verification when the issue is resolved.

8. Organizing Issues

  • Both web and mobile users can quickly find the issues they are looking for by leveraging the sorting and filtering options under the Issues tool.
  • The issue list can be sorted based on title, ID, status, and due date. On web, users can just click on the column header to sort by that attribute. On mobile, sorting options show up after tapping on the funnel icon.
  • Under the funnel icon, several filtering options are available, including filtering by assignee, due date, status, root cause, creator, etc.
  • By clicking the gear icon, teams can search and check or uncheck details to hide, reorder, or freeze columns in the issues log providing only the necessary details.

 

PRO TIP: The quickest way for mobile users to check the issues assigned to them is to scroll down in Home to “Your assigned work” under “Work status”, where they can see right away the issues assigned to them.

9. Issue Reporting—Issues Tool

  • Running reports on issues allows teams to analyze trends and identify strategies to mitigate issues in the future. Reports can be created with all, or a filtered view of, project issues from Issues tools.
  • Within the Issues tool, team members on the web can export selected issues in a report. For example, they can filter and export recently opened Safety issues assigned to a certain specialty contractor company by using a filter for their “start date” range and a Safety issue type with “Open” status assigned to that company.
  • After filtering, teams click on “Export”. Two report types are available, with a required, editable title: “Issue detail” or “Issue summary”. For Issue Detail PDF reports, they can also choose if they would like to include cover page, table of contents, sheet overview, custom fields, photos, or comments. To run, they click on “Run report”.For Issue Summary Reports, they can export in PDF or Excel and turn on a cover page and table of contents. To run, they click “Run report”.
  • Reports can be directly downloaded to the creator’s device, emailed, or shared via a link.

PRO TIP: Selecting the number of photos per row allows safety professionals to either showcase a safety concern in a number of high quantity, smaller photos at once or fewer at a time in larger format.

10. Issue Reporting—Reports Tool

  • Team members like Safety or Quality Managers can use the Reports tool to add additional detail to reports, or schedule reports on open issues to follow-up with specialty contractors on.
  • The Reports tool can create these reports and an additional “Issue summary status” report with more options and customizations.
  • A manager can navigate to the Reports tool and click “Create report” in the “Reports log” tab:
    • Issue detail: A PDF report with filters by standard and custom fields and sort by Status, Title, Description, Start date, Due date, Location, Location details, or Created on. Next, they select options of a Cover page, Table of contents, Sheet overview, Custom fields, Comments, and Photos.
    • Issue status summary: A grouped-by-company PDF report with optional cover page and filters by issue type and sort “Unresolved”, “Company”, or “Overdue”.
    • Issue summary: Exported in both PDF and Excel and be grouped by Location, Company, or Category. Available filters: standard and custom fields and sort by Status, Title, Description, Start date, Due date, Location, Location details, Updated on, or Created on. Selectable options include a Cover Page and Table of Contents.
  • Clicking “Run report” will give these managers the option to run this report once or to save it as a report template to run in the future.

If saved as a report template, managers can “Schedule report” in report’s three-dot menu in the “Templates” tab. Once  saved, Safety or Quality Managers can directly download to their device, email, or share with stakeholders via a link on a regular basis.

PRO TIP: Selecting the number of photos per row allows safety professionals to either showcase a safety concern in a number of high quantity, smaller photos at once or fewer at a time in larger format.

Photos and Videos

Photos and videos are a powerful way to share information about what’s happening on the jobsite, especially when stakeholders in other locations need visual references or verification.

 

In Autodesk Build, teams can easily capture photos, videos, and 360-degree images, tag them to provide more information, and add them as references to Issues, Forms, Submittals, RFIs, and more.

 

Watch the Tutorial on Photos in Autodesk Build

 

1. Taking Photos

  • The quickest way to add photos to projects while in the field is to take a photo with a mobile device.
  • Within the mobile app, “Take a photo” is located on the home screen, enabling teams on site to quickly add media to their projects.
  • Team members can also go to the Photos tool and click the “+ Add” button and select “Use camera” to take additional media or “Select from photo library” to add from their device.
  • Teams are able to open their camera and take multiple photos or video in sequence. Then they can select a few or all and quickly add them to the photo gallery.

 

2. Adding Photo References

  • Teams can quickly add media from other tools in Autodesk Build, like RFIs, by adding References.
  • On mobile, within a sheet, issue, form, RFI, or asset that needs a photo added, go to References and tap on “Add” next to “Photos and video”. Team members can take a new photo/video, select existing media from their mobile device’s library, or choose from the already existing project photos.
  • On the web, media can be added to sheets, issues, forms, RFIs, and assets by going to “References” and clicking “Add a reference” to select “Photos”.
  • Once the photos have been added, they can be seen under “References” both on web and mobile. They will also be automatically added to the photo gallery—available in the Photos tool.

PRO TIP: When creating a Form Template, users can choose to require a photo reference depending on the answer to a question. For example, if the installation of a door passed the quality check, users can require a photo to be attached as visual proof of the correctly installed door.

3. Photo Tagging

  • Teams can create tags to provide more information about the images they upload to Autodesk Build. Tags can be used to help easily document project work, enabling teams to track the type of work and equipment, jobsite location, and even the subcontractor.
  • Once uploaded, photos are automatically tagged through the “Autotags” feature, which utilizes machine learning to apply categories and tags (like MEP Systems, Ductwork Conduit or Openings, Door, Window) to photos. These are displayed in the “Autotags” section in photo details below “Tags”.
  • Tagging is flexible: Users can manually add multiple tags to a photo, either when uploading it or afterwards. After selecting a photo, simply click on the “Tags” button to see already associated tags or add new ones. Autotags together with manual tags can make organizing and finding photos easy, powerful, and customizable.

 

PRO TIP: Set up photo tags at the beginning of the project, so that all uploaded photos can be tagged in the same manner. This makes it easier for team members to find specific images.

4. Checking Photo Details and Filtering in the Gallery

  • In the Photos tool within Autodesk Build, users can find all photos, videos, and 360-degree images in the Gallery view and can also upload new ones by clicking on “Add”.
  • A map view is also available, which shows media based on its location. Each grouping of photos is displayed with a pushpin and count of the number of media uploads at that location. Clicking into the pin will zoom in and show the precise GPS location of the media. This helps teams with multiple site locations to quickly view their available photos.
  • To see the details of a media file, simply click on it. The pop-up on the right will show users details such as title, automatic and manually added tags, references, date when it was taken and added, a project location, and a precise GPS location. In this view, the Project Admin or the user who uploaded the media can edit the title, add or edit manual and autotags, as well as share, download, or delete the media.
  • To filter media in the Gallery view, users can click on the funnel icon in the upper right. Here, they have several options, including filtering media by title, date, type, references, tags, and users who uploaded them. Sorting is also available based in the Gallery view by date taken, date added, and title.

 

PRO TIP: Used consistently, photo tags are one of the most efficient ways to organize photos, making finding specific photos in the Gallery much quicker.

PRO TIP: Used consistently, photo tags are one of the most efficient ways to organize photos, making finding specific photos in the Gallery much quicker by filtering with tags.

5. Creating Photo Reports

  • In the Gallery view, team members can export selected photos in a report. To select photos, they can use filtering or choose the media files one by one.
  • Once the desired files are selected, users need to click on “Export”. Here, they can customize the name, description, layout, and details, then click on “Generate”.
  • Photo reports can be directly downloaded to the creator’s device, or shared via link or email.

RFI Management

Enhance your RFI workflow by designating responsibilities for each step of the RFI process, creating clear accountability, and efficiently moving RFIs through the cycle. From any device, teams can quickly draft a question and initiate the RFI as soon as a discrepancy is found.  

 

Watch the Tutorial on the Autodesk Construction Cloud Learning Center

1. Set Up RFIs: Workflows, Permissions and Custom Fields

  • A Project Administrator can configure the workflows, permissions and create custom fields. To do so, in the RFI list view, select “Settings” in the top right.

  • To configure permissions and to set the workflow roles for project members, click “Permissions”.
  • For RFIs, default workflow roles are based on roles within the project. Use the drop-downs to edit the permissions.
  • To assign a specific user, role or company, and new workflow role, use the drop-downs at the top of the screen and select “Add”.

RFI Permissions

  • Setting up RFI types allows project managers to configure their RFI workflows by creating different RFI types in one project. To configure the RFI workflow, click “RFI types” then “Create RFI type”.
  • There are two options: the default workflow with one reviewer, and the second workflow with one reviewer and one coordinator.
  • Set the default reviewer and coordinator for each RFI type.

 

PRO TIP: The flexibility to customize workflows at an RFI level is useful for projects that require different RFI types for different stakeholders. Project managers can specify the default reviewer and coordinator for each of the RFI Types. For example, a project manager can create an RFI type related to electrical contractors where the preset coordinator and reviewer will then be affiliated with electrical trades.

 

RFI Workflow Setup

  • Project Admins can now configure custom fields to be added as additional information to each RFI. Custom fields support custom numeric, textual values, and single/multi select list of values. To create custom RFI Fields, click “Custom fields”.
  • Select “Create custom field”
  • Input the Custom field title, select the custom field type from the drop-down menu and provide a description for the field.

Custom RFI Fields

  • To set additional RFIs permissions based on status, click on “Advanced settings”.
  • Turn toggle On for “Reopen RFI”, to allow project managers and project administrators to reopen closed RFIs.
  • Turn toggle On for “Open RFI visibility” and “Closed RFI visibility”, to allow all reviewers to view open RFIs and everyone to view closed RFIs respectively.
  • Turn toggle Off for “Open RFI visibility” and “Closed RFI visibility”, to limit RFI visibility to only project administrators, RFI managers, and individuals involved with the RFI.

2. Create an RFI

Only users, roles, or companies assigned to the RFI workflow role “Creator” or “Manager” can create an RFI.

Create a RFI on web

  • To create an RFI from within the RFI tool, simply click “Create RFI” and fill in the critical information.
  • Select the RFI type created from the drop-down menu.
  • To speed up the response time, add a suggested answer, and provide critical context by linking references.
  • To link references, select “Add references” and select
    item type or upload files.

  • After selecting which item type to reference, an “Add reference” window will appear. Use the search field to quickly find the item to reference.
  • Select the item and click “Add” to connect it to the RFI.
  • For Photos and PCOs, this process creates a bidirectional relationship. This means in the referenced item, the linked RFI is visible.

PRO TIP: Users can upload photos directly to the RFI. Once the RFI has been created, users can also upload files directly to the RFI.

 

RFI Fields and Entries

PRO TIP: Users can upload photos directly to the RFI. Once the RFI has been created, users can also upload files directly to the RFI.

Create an RFI on web via Markups.

  • RFI Creators and Managers can also create an RFI directly on a sheet or file from the markup tool.
  • Within the sheet or file, create a markup. Once created select “Edit”. In the panel on the right, select “Links”. 
  • Click “Add references” and select RFIs. 
  • To link an existing RFI, search for the RFI using the search bar.

  • To create and link a new RFI, select “Create new” and fill in the critical information before selecting “Create RFI”.
  • An RFI is then created and automatically linked to the markup. This creates a bidirectional relationship between the two. Users will be able to jump to the markup when looking at the RFI item.

PRO TIP: After linking an RFI to a Markup, use the Text tool to add the RFI number within the Markup. This makes it easy to see which RFI applies to which Markup.

Create an RFI on mobile

  • RFI Creators and Managers on Android and iOS can create RFIs from their mobile device.
  • To go to the RFI tool on mobile, users click on the “More” icon at the bottom on the right.
  • To create an RFI, press “Create RFI”, and add necessary information before pressing “Create”.
  • Note: 
    • Only Photos and Videos can be added when creating an RFI on mobile.
    • Other Project references can be added on mobile after the RFI is created, except for Schedule references.
    • Schedule references added in via web are viewed only on web.

 

RFI Numbering

PRO TIP: The RFI number will not appear until the RFI is “Open.” The RFI Manager also has the ability to customize the RFI number.

3. Connecting Workflows: Issues to RFIs to Potential Change Orders

Elevating an issue to an RFI

Project Admins and RFI Managers can create an RFI directly from an Issue, or link existing RFIs to Issues across the Autodesk Construction Cloud platform. This means Issues in BIM Collaborate can be elevated to an RFI in Build, streamlining the RFI workflow and connecting the plan and build phases of construction.

 

Creating an RFI from an Issue:

  • Open an Issue record. Within the “Details tab, scroll to linked references and select “Add reference” then “RFI. 
  • A linked RFI box will appear. Select the “Create new” button. 
  • When prompted, add in all RFI details, and click “Create” when done. This information will copy over from the RFI but can be altered directly in the RFI record.
  • All issue information is automatically copied to the RFI, including references and markups.
  • Once the RFI is created, a bi-directional relationship between the RFI and Issue is established. Activity is captured in the Issue activity log.

Linking RFIs to Issues: 

  • To link RFIs to Issues, follow the same steps as above. However, when the link RFI box appears, select the RFI(s) from the list and click “Add”. 
  • To unlink an RFI, select the “X” and “Unlink”. 

 

Accessing Linked RFIs: 

  • From the Issue record, only Admins and RFI Managers can access/view the linked RFI details.  
  • From the RFI record, only users with the following Issue permission levels can access/view the linked Issue details:
    • View All
    • View and Create
    • Full Control

 

RFI to Potential Change Order

Teams with a Cost project set up in Autodesk Build can create a Potential Change Order from an RFI. Autodesk Build Project admins and RFI Managers with full budget permission control can create a Potential Change Order (PCO) from an RFI or link existing RFIs to PCOs.

Creating a PCO from an RFI: 

  • In the Project Management module, open the RFI record. Within the Details tab, scroll to linked references and select “Add reference”.
  • A linked PCO box will appear. Select the “Create new” button.
  • A form will open. Fill in the PCO name and description, then select “Create PCO”. This information will copy over from the RFI to the PCO, but it can be altered directly in the PCO record.
  • Once the PCO is created, a bi-directional relationship between the RFI and PCO is established, and the activity is captured in the RFI activity log.

Linking RFIs to PCOs: 

  • To link an RFI to a PCO, follow the same steps as above. However, when the linked PCO box appears, select the PCO from the list and click “Add”.
  • To unlink a PCO, select the “X” and “Unlink”.

 

Accessing Linked RFIs and PCOs from the list views: 

  • Only Admins and RFI Managers can view linked PCOs.
  • Within the RFI list view in the linked references column, select the PCO number to open the PCO in Cost.
  • In the Cost Management Module within the PCO details flyout panel, select the RFI to be directed to the RFI to the RFI in Build.

4. View & edit RFIs

Project Admins and RFI Creator or Manager workflow roles can edit RFIs. RFIs in Draft state can be viewed and edited only by the user that created them. Admins and Managers can edit both Submitted and Open RFIs.

 

Web

  • To edit an RFI, click to open an RFI, and use the pencil icon to edit any necessary fields.
  • Editable fields have a pencil icon. Click the icon to edit. Admins can edit additional fields in a closed RFI and add references.

 

Mobile

  • In the Autodesk Construction Cloud mobile app, tap “More” on the bottom right, then “RFI”.
  • From the RFI list, tap the desired RFI to open the RFI details.
  • All fields, except the RFI ID and Type, are editable including the Title, Ball-in-Court, Due Date, Question, Suggested Answer, etc.

5. Submit to Reviewer and/or Coordinator

Only users, roles, or companies assigned to the RFI workflow role “Manager” can review Submitted RFIs and send them to either the Reviewer only, or the Reviewer and Coordinator, for an official response. (It depends on the selected RFI Type.)

Web

  • The RFI Manager immediately receives an email notifying them of the RFI. They can review the in-email data or access the RFI directly in Autodesk Build by selecting “View RFI” at the bottom of the email.
  • The Manager is responsible for reviewing and editing the RFI details and attachments to ensure they are compliant before submitting them to the Reviewer or the Coordinator.

  • Once the RFI is ready, select “Submit to reviewer” or “Submit to coordinator”.
  • If the RFI type with only a reviewer is selected, the manager can then customize the RFI number, assign the Reviewer and Co-Reviewers, and select the due date.
  • If the RFI type with a Coordinator is selected, the manager can then customize the RFI number, assign the Coordinator and Co-Reviewers, and select the due date. Coordinator assigns the Reviewer if needed.
  • Co-reviewers can contribute information to the response through comments but cannot add an official response.
  • Coordinator and Reviewer are both able to add official response.
  • The RFI status will update to Open.  

PRO TIP: Project Admins have permission to add a response to an RFI on behalf of a Reviewer or a Coordinator. In the activity log, the action will reflect that the admin “acted on behalf” of the assigned Reviewer.

Mobile

  • In the Mobile app, tap “More” on the bottom right then “RFI”.
  • From the RFI list, tap the desired RFI to open the RFI details.
  • Select “Submit to reviewer”.
  • Similar to web, select the Reviewer or Coordinator, co-reviewers, Due Date, and Watchers.
  • The RFI status will update to Open.

6. Submitting the official response

Only users, roles, or companies assigned to the RFI workflow role “Reviewer” or “Coordinator” can submit an official response.

 

Co-reviewers can contribute information to the response through comments, but cannot add an official response.

 

Web

  • The Reviewer, Coordinator, and Co-Reviewers will receive an email notifying them of the RFI.
  • They can review the RFI details and collaborate with others via @mentions within the Activity section.
  • @mentions tracks communication and notifies individuals via email to ensure nothing slips through the cracks.

  • The Reviewer and the Coordinator can attach supporting documents within the Reference section of the RFI. To add a local file, select “Add References”, then “Files”. Users access documents within Autodesk Build or select “Upload new” and drag and drop local files.
  • If the RFI type with a Coordinator is selected, when ready, Coordinator either selects “Submit official response” or select “Forward to Reviewer” to assign and forward RFI to a Reviewer. Use the status drop-down menu to select “Answered”. Add the official response, then click “Done”.
  • If the RFI type with just a Reviewer is selected, when ready, select “Submit official response”. Use the status drop-down menu to select “Answered”. Add the official response, then click “Submit”.
  • If there is an issue with the RFI, the Reviewer can reject it by setting the status to “Rejected”.

Mobile

  • On Mobile, the Reviewer and Coordinator can submit an official response by going into the individual RFI and selecting “Submit Official Response”.
  • Coordinator is able to assign and forward RFI to a Reviewer by selecting “Forward to reviewer” and then specify the Reviewer by clicking on “Reviewer”.
  • Use the status drop-down menu to select “Answered”. Add the official response, then click “Submit”.
  • If there is an issue with the RFI, the Reviewer or Coordinator can reject it by setting the status to “Rejected” and adding in the corresponding response.

7. Distributing the official response

The RFI Manager is the only role who can close and distribute the response.

 

  • When the Reviewer or Coordinator submits the official response, the RFI Manager will be notified via email. The Manager is the only role who can close and distribute the response.
  • If the answer is not suitable, the Manager can reopen the RFI and send it back to the Reviewer or the Coordinator.
  • If it is suitable, they can select “Close and distribute,” add comments letting the team know how to proceed, and click to distribute the answered RFI to the entire project team.
  • Closed RFIs are visible to all users with access to the RFI tool.

8. Reply to RFI by email

External users and project members can reply and add attachments to RFIs by email. Responses are collected and recorded in Build.

  • When adding “Ball in court”, “ Co-reviewers”, and “Watchers”, the manager can click on “Assign to email” to add their email into Build and then send them the RFI by email.
  • External collaborators or project members are able to answer this RFI by replying and adding attachments to the email.
  • If the ball is in their court, their response will be added as the official response; if not, it will be added as a comment.
  • All attachments will be displayed as references to the RFIs on Autodesk Build.

9. Re-opening closed RFI

 

 

  • Project Admins and RFI Managers can re-open closed and distributed RFIs by selecting “Reopen RFI”.
  • In the comments field, include the reason for re-opening the RFI. To create a revision, select the checkbox next to “Create revision”. When done, select “Reopen”.
  • The RFI will revert to the previous state, and, if a comment was included, it will appear in the activity log.

ProTip: Under “Advanced settings”, Project Admins have the option to change Reopening RFI settings. On each project, Project Admins can configure settings to either allow or disallow the reopening of closed RFIs on the Project.

10. Filter / sort / search RFIs

Web

  • Use the funnel icon to filter. Sort by clicking the column headers, and customize the column view via the control icon.
  • Use the search bar to search for an RFI title or ID.
  • Users can configure the RFI view and select which columns to display.

PRO TIP: Users can configure the RFI view and “hide” columns that are not necessary by using the “Settings” gear icon at the right of the list.

Mobile

  • Within the mobile app, click on the “More” icon on the bottom left and select RFIs.
  • There is a search bar at the top of the RFI list view. Users can search by RFI title or ID.

Search and Filter RFIs

11. Exporting reports

Export via RFI Tool 

  • In the Web version of Autodesk Build, select the RFI tool. 
  • To export a summary list of all RFIs, select “Export”.
  • Users can edit the title, choose the file format, and customize the report to either include or not the cover page and the table of contents. Select “Run report”. Once done, the report can be downloaded or made shareable with a link. If the export panel is closed before the report is generated, the report will be emailed once done.
  • To export a detail report of an individual RFI, open the desired RFI. Click the “Export” icon in the top right corner.
  • Users can edit the title and decide to include several options in the report. Select “Run Report”. Once done, the report can be downloaded or made shareable with a link. If the export panel is closed before the report is generated, the report will be emailed once done.

Creating Reports via the Reports Tool 

  • Users can create two RFI reports using the Reports tool in Autodesk Build—an RFI detail or a Summary Report.
  • Select “Reports” from the left toolbar in Autodesk Build and press “Create report”.
  • Select either “RFI detail” or “RFI summary report”:
    • RFI Summary reports – PDF version include the RFI Status, ID, Title, Created by, Ball in court, Due Date and Question and Question and Official Response.
    • RFI Summary reports – Excel version include Title, Ball in court, Question, Suggested answer, Location, Location details, Status, Official response, Due date, Cost impact, Schedule impact, Priority, Discipline, Category, External ID, Created by, Created on, and Affected trades.
    • RFI Detail reports include all information, including all references and the activity log that is within individual RFIs across the selected RFIs.
    • Note: Based on the size of the RFI detail report, the report is limited to 50 RFIs per request.

  • Once the format type is selected, users can customize the report by renaming the template title, selecting the file format, applying filters, and choosing how the report will be sorted.
  • Users can filter by Status, Ball in court, Due date, Cost impact, Schedule impact, Priority, Discipline, Category, Closed at, Created by, or Created on.
  • Multiple filters can be applied to ensure only the necessary information is included in the report.

  • Once the report is customized, press “Run report” and “Select” if this is a onetime report or should be saved as a template that can be run again later or scheduled.

Submittal Management

Submittals are an essential part of any construction project and effective organization when managing project submittals  is crucial to project success. With the Autodesk Build Submittals workflow, users 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.

 

Watch the Tutorial on the Autodesk Construction Cloud Learning Center

1. Configure Submittal Settings

  • Configure permissions, default values, responses, types, review templates, and add advanced settings by navigating to the Submittals list and select “Settings” in the top right.
  • To assign a Submittal Manager, select “permissions” and enter member, company, or role to act as the Submittal Manager.
  • To set default manager, review time, and watchers list, select “Default value”.
  • To customize approved, revise and resubmit, and rejected responses, select “Responses”.
  • To add different Submittals types, select “Types”.

 

Submittal Permissions

Standardize the Submittal Review Process

  • Project admins and Submittal Managers can customize the review workflow by adding multiple review steps and multiple reviewers per step. They can then save custom review workflows as templates and edit them as needed.
  • To do so, select “Settings” on the top right corner of the Submittals page and then select “Review Templates”
  • After selecting “Add templates”, Submittal managers or Project Admins can add the template name, multiple review steps, multiple reviewers, and review time in days.

PRO TIP: Use these templates when creating a new submittal item or later in the process by selecting “Choose Template” at the bottom of the Submittals workflow table.

Set advanced Submittal permissions

  • Set permissions on closed submittal visibility: turn the toggle ON to allow all project members to view the closed submittals, turn the toggle OFF, to limit the visibility to only team members involved in the workflow.

Note: Submittal managers and project admins’ permissions remain unchanged regardless of the toggle configuration.

 

 

2. Setting up Project Submittals Creating Submittal Items, Packages, and Spec Sections

Creating Submittal Items

  • Create submittal items by selecting the Submittals tool in the left toolbar in Autodesk Build.
  • Note:
    • When a Submittal Manager creates an item, the status is “Required” and will be assigned to the responsible contractor.
    • When any other project member creates a submittal item, it will be assigned to the Submittal Manager and the status will be “Open”.
  • There are two options to create items: manually or by importing a list
  • To manually create a submittal item, select “Create item” and enter all necessary information including spec section, title, type, submitter due dates, and select a responsible contractor or a manager. 

PRO TIP: If a user needs to create multiple items, check the “Create another” checkbox to avoid clicking the “Create item” button each time.

    • Submittal managers can import submittal items. To import a list of items from an Excel file, select the arrow next to “Create item” and press “Import items”.

  • To ensure information is imported correctly, download the sample template.
  • Once information is in the template, upload the file and select import items.

 

Submittal Items

Creating Submittal Packages

  • Submittal Packages are a group of Submittal Items. They are not required to go through the review process.
  • Project Admins and Submittal Managers can create and delete packages in the “Packages” tab.
  • To create a package, select “Create package”, select the spec section and provide a package title, then select “Create”.

Adding submittal items to a package

  • Adding items to packages is optional and can be done at any point within the workflow.
  • There are two ways to add items to packages:
    • From the Packages tab: In the “Packages” tab, open the desired package. Select the blue “Add items” button. In the pop-up box, use the search field or scroll to find the items to be added, check the box and select “Done” to add the items to the package.

    • At the Item level: In the Submittal Item list view, go to the Submittal Item row. Select the three dots located under the settings gear.
      • If the item is not in a package, select “Add to package”. A drop-down list will appear. Users can search for the package that they want to add the item to.
      • If the item is in a package, users will have the option to “Move to package” or “Remove from package”.

 

Submittal Packages

Creating Spec Sections

  • Project Admins and Submittal Managers 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 tool, select “Spec Section,” then “Create spec section”.
  • Enter the spec number and title, then click “Create”.

 

Spec sections

 

3. Submitting and Reviewing Submittal Items

Submitting Documents

The Responsible Contractor is required to submit documents for the Submittal Item. When the Submittal Manager assigns the Responsible Contractor to a Submittal Item, they will be notified of the submittal item via email.

 

  • To submit documents, open the item, review the details, and select “Submit” in the workflow bar to upload the necessary documents.
  • Once attached, select “Done”.

Prepare Submittal Item for Review

The Submittal Manager will review the documentation provided by the Responsible Contractor, create a review workflow or apply a review template previously created, and then submit it  for review.

  • To do so, open the item and review the attachments.
  • If changes need to be made, select “Step Back” to return the item to the Responsible Contractor.

  • If no changes are needed, add a review workflow or choose a template by selecting “Add review workflow” or “Choose template” at the bottom left of the workflow table.
    Note: to create a template, refer to 1. Configure Submittals Settings.
  • Proceed by selecting “Submit for review” in the workflow bar.
  • The Submittal Manager will edit the due date, select watchers and add notes , if needed.
  • They will review the previously attached documents in the pop-up screen. The Submittal manager can copy or upload new attachments, and if needed create annotations or place stamps to the attachments.
  • To submit for review, select “Done”.

PRO TIP: To ensure that the Reviewer has all necessary project context, add in project references such as Files, Sheets, Assets, Issues, PCOs, Photos, RFIs, and Forms to the submittal item

Reviewing the Submittal Item

  • Reviewers will be notified of the submittal item via email.
  • If changes need to be made, select “Step Back” to return the item to the Submittal manager or the previous reviewer, depends on which step of the workflow the reviewer is at.
  • If no changes are needed, proceed by selecting “review” in the workflow bar.
  • Review the attached documents in the pop-up screen. Reviewers can then copy or create annotations, add in a cover page, and place custom stamps to the previously uploaded attachments or upload new attachments directly.

  • In the same pop-up screen, select a review “response”using the drop-down list at the top.
  • Add necessary  comments and click “Done”.

PRO TIP: Users can add in comments or mention team members with “@” within the activity log. This increases collaboration.

PRO TIP: Project Admins and Submittal Manager have permission to act on behalf of Reviewers, 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 Project Admin logged the response.

 

 

4. Distributing an Official Item

  • Once the item is approved by the Reviewers, the Submittal Manager needs to close it and distribute it.
  • Open the item and select “Close and distribute”.
  • Include the Responsible Contractor, and, in the Watchers section, identify team members who should be aware of the approved Submittal Item via email.
  • Review all the attached documents submitted by all the reviewers in the pop-up screen. Add a “final response” and final response attachment Either upload attachments directly or copy or create annotations and place stamps to a previously uploaded attachment.
  • Once the item is closed it will either be available for viewing by all project members or only team members involved in the workflow. Depends if closed submittals visibility toggle is ON or OFF in the Submittals settings. 

PRO TIP: Admins and Submittal Managers can re-open closed items. With the closed item, select “Workflow action” button in the top right corner, then select “Reopen”. The item will be re-opened to its latest state. Managers and Admins can send it reviewers or close and distribute it.

5. Submittal Revisions

Creating a Revision

Project admins or Submittal Managers can create a new revision at any step in the workflow, except for “Draft/Voided” items.

  • To do so, select the “Workflow action” button on the top right corner and then select “Create new revision”.
  • In the pop-up screen, include the Responsible Contractor, due date, and note.
  • Select “Done” to send the item back to the Responsible Contractor.

Responding to a Revision

  • The Responsible Contractor will be notified of the revision request via email.
  • Open the item, and submit revised attachments if needed.
  • Once done, the document will appear above the Revision 1. The revision number will depend on how many revisions were made.
  • Select “Submit to Manager”. The Submittal Manager can now send the revised item(s) to the Reviewers

6. Activity Log Tracking

  • As Submittal Items move through the workflow (forward and backward), and/or any value or attribute changes, the system automatically tracks the activity.
  • The tracking dates are visible in the activity log of the Submittal Item.

7. Submittals on Mobile

  • Within the mobile app, team members can access Submittals by selecting “More”, then “Submittals”.
  • All approved Submittal Items are accessible to either the entire project team or the team members involved in the workflow only. Depend on the “Closed item visibility” setting.
  • Submittal Items in progress are available only to those involved in the submittal process.
  • In the list view, by default, Submittal Items will be grouped by Submittal Spec sections.
    • Note: Users can choose not to group, or group by specs or package.
  • Tap to open an item and reference the details.

8. Filter/Sort/Search Submittals

Web

  • Select the Submittal Tool from the toolbar on the left of Autodesk Build.
  • 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, the user should select the control icon, then check the items they wish to see.
  • To search, use the search bar to search by submittal title, spec section, ball in court, or package.

Mobile

  • Users can use the search bar to search by submittal number, title, or spec section.

 

Filter and Search

9. Creating and Exporting Reports

Export via Submittal Tool

  • In the Web version of Autodesk Build, select the Submittal tool.
  • To export a PDF report or Excel export of all items (or filtered items), select the “Items” tab, then click the “Export All” button.
  • Users will choose to download a Submittal item summary, a Submittal item detail (PDF only), or a Submittal item status summary.
  • The report will be downloaded directly to the user’s laptop or sent by email.

  • To export a detailed report of a Submittal Item, open the item. Click the “Export” icon in the top right corner.
  • Users will have the option to export the PDF with or without attachments embedded.
    • If the user selects “Export with attachments”, attachments are limited to 60 MB each and up to 30 attachments can be embedded. If there are more than 30 attachments, no attachments are embedded, and the report will have a list of all attachments with links out to them.

Creating Reports via the Reports Tool

  • Users can create three Submittal Reports using the Reports tool in Autodesk Build – a Submittal Item detail, a Submittal item status summary, or Submittal item summary.
  • Select “Reports” from the left toolbar in Autodesk Build and press “Create Report”.
  • Select either “Submittal item detail”, a “Submittal item status summary”, or “Submittal item summary”
    • A Submittal item detail report includes all information that is within individual Submittal Items across the selected items.
    • A Submittal item status summary includes the number of submittal items in each status and for each company.
    • A Submittal item summary report includes the status, spec, item number, type, title, responsible contractor, ball in court, due date, package and review response.

  • Once the format type is selected, users can customize the report by renaming the report title, selecting the file format, applying filters, and choosing how the report will be sorted and which option to include.
    • Users can filter by status, spec section, ball-court, due date, priority, package, type, response, or created at.
    • Multiple filters can be applied to ensure only the necessary information is included in the report.
  • Once the report is customized, press “Create report”, and select if this is a onetime report or should be saved as a template that can be run again later or scheduled.

Asset & Equipment Tracking

Reduce the time it takes to access asset data in the field, perform commissioning, and resolve defects — all while reducing risk. The Asset tool delivers a user-friendly, centralized place to track and manage the lifecycle of project’s assets from design through to handover. All asset-related documentation, including product information such as cut-sheets and warranty documents, is stored in a central repository and is also connected to other project workflows like Checklists and Issues.

Customization

  • Set up all custom Categories, Sub-Categories, Statuses, and Attributes before adding any Assets.
  • Click on the “Assets” tool from within Autodesk Build.
  • Click on “Settings” to see a dropdown of options to customize:
    • Categories
    • Custom Fields
    • Status Sets
    • Permissions
  • Click on any of these options to start creating customizations, and then click the blue “Create” button within each section.

Configure Customizations

PRO TIP: Within Status Sets, you can also set custom color. PRO TIP: Creating customizations is optional! Alternatively, users can import assets using Excel, and categories will be automatically created.

Permission Setting

  • Set different permission levels based on user, company, or role.
  • Click on the “Assets” tool from within Autodesk Build.
  • Click on “Settings” and select “Permissions”.
  • Add new members or edit existing members’ permission levels:
    • View
    • Edit
    • Create
    • Manage

Permission Setup

Adding an Asset

An asset can be added in two ways:

 

Excel import

  • Click on the “Assets” tool from within Autodesk Build.
  • Click the carrot icon next to the “Create asset” button to select “Import assets”.
  • Choose “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 the asset data to be imported.
  • Any custom categories, attributes, or statuses need to match what is already set up in the project.

Manual entry

  • Click on the “Assets” tool from within Autodesk Build.
  • On the top , click the “Create asset” button.
  • Add all relevant information.

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 to be 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.

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

Mapping Assets from a Model

  • From within the Assets tool, go into ‘Settings’ and select the models tab. From here select a model to pull asset information from.
  • Select each asset category and click to ‘Map assets’ to define import rules.

  • Map the assets and model properties together using the pre-defined categories.
  • From here you can refine and filter categories or properties.
  • Once this is complete, review final list of mapped assets.

 

Model Based Workflow Video

Viewing Assets in 3D Models

  • Once the asset is mapped from a model, click on a specific asset.
  • Under the ‘Details’ tab of the left side panel, select the models link.
  • This will open the model view of where that specific asset is located.

 

 

2D Progress Tracking

  • Visualize installation status and progress on a 2D drawing
  • From within a Sheet view, click on the Assets icon on the left side panel.
  • Create one or multiple assets on a drawing or link to an existing asset.
  • Edit and view any asset details directly from 2D drawing as well as view color coding progress.

2D Progress Tracking Blog

3D Progress Tracking

  • Visualize installation status and progress on a model.
  • Open a model file within the Files tool and click on the Assets icon on the left side panel.
  • If you have mapped assets from the model, they will appear within this view where you can also filter or isolate assets.
  • Edit and view any asset details directly from the model as well as view color coding progress.

3D Progress Tracking Blog

3D Progress Tracking Tour

 

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 the number manually.
  • NOTE: This barcode can be used when team members are out in the field and scan a barcode with their mobile device.

 

Scan Assets in the Field

PRO TIP: Once you scan a barcode it will automatically pull up any information available for that asset and allow you to modify as needed

Files and Sheets Linking

  • 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 Files or Sheets tool and select the appropriate folder.
    • Click “Upload files” to add a file, or “Add sheets” to add a new drawing or model

  • Link an existing document:
    • Once files have been added to a folder, click on a particular Asset.
    • Click on the “References” tab and click the dropdown to “Add References”. Then select either a File or Sheet option.
    • Within the pop-up window, navigate to select one or multiple files.

 

Add Reference to Asset

Forms Linking

Create a new Form:

  • Click on the Asset from either a mobile device or desktop.
  • Click on the “References” tab and click the dropdown to “Add references” and select “Forms”.
  • Click on the “Create form” button to select a template to start building a new form directly from within the Assets tool.

 

Link to an existing Form:

  • Click on the Asset from either a mobile device or desktop.
  • Click on the “References” tab.
  • Click the dropdown menu to “Add references” and select “Forms”.
  • Scroll or search for the desired form(s). Select one or multiple Forms and click “Add forms”.

Create Form from Asset

Issue Linking

  • Link any existing Issue or log a defect by creating a new Issue and connecting it directly to a particular Asset.
  • Click on the Asset from either a mobile device or desktop.
  • Click on the “References” tab. Then click the dropdown menu to “Add references” and select “Issues”.
  • Click on the “Create” button to add a new Issue, or search/scroll existing Issues and select any that should be linked to the Asset.

Create Issue from Asset

Photo Linking

  • Link any jobsite photos directly to an asset to improve documentation and add clarity for handover.
  • Click on the asset from either a mobile device or desktop
  • Click on the “References” tab and click the dropdown to ‘Add References’ and select ‘Photos’.
  • Click on the ‘Upload new’ button to add a new photo or search / scroll existing photos and select any that should be linked to the asset.

Add Reference to Asset

Schedule Item Linking

  • Link any schedule item directly to an asset to improve visibility of project timelines.
  • Click on the asset from either a mobile device or desktop
  • Click on the “References” tab and click the dropdown to ‘Add References’ and select ‘Schedule’.
  • Select the schedule from the drop down option or add a new schedule.
  • Select on a schedule activity line item and click ‘Add schedule activity’

Add Reference to Asset

Cost Linking

  • Link any cost item directly to an asset to help assess budget and cost control
  • Click on the asset from either a mobile device or desktop
  • Click on the “References” tab and click the dropdown to ‘Add References’ and select ‘Cost’.
  • Select the cost type from the options and find the cost item to reference.

Add Reference to Asset

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

Assemble Integration

Import from Assemble to Assets:

  • Open the model in Assemble.
  • Create a view to organize model Assets.
  • Open the Assets tool in Autodesk Build.
  • Click “Import” and download the sample Excel Template.
  • Open the Excel Template and install 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 an .xls file.
  • Within the Assets tool, click “Import” and select the new .xls file.

Import from Assets back to Assemble:

  • In the Assets tool, select “Export all”.
  • 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.

PRO TIP: Any updates made to as asset via the Asset module (like adding a barcode or changing status) will be synced back to Assemble when exported from excel and pushed back into Assemble.

Prediction and Analytics Capabilities

Insight

Everyday construction projects have thousands of open issues, hundreds of RFIs, and countless change orders. Tracking and understanding all of these pieces of data is nearly impossible. Furthermore, nearly 95% of this project data goes unused.

 

The Insight capabilities built into the Autodesk Construction Cloud platform gives teams a deeper understanding of project performance, prioritized daily activities, and instant visibility into project risk. This allows them to more easily leverage their project data to, ultimately, avoid costly mistakes and minimize risk.

1. Project Dashboards

  • Select the product picker drop down and select “Insight”.
  • From within the Insight tool, users will see a list of preset dashboards for Risk, Design, Project Controls, Quality and Safety.
  • Select the “Customize” button on the top right to rearrange, remove, or add new cards to each dashboard view.

  • Create a custom dashboard by selecting the blue “+” icon on top of the left navigation panel.
  • Custom dashboards can also be shared by user, company, or role.

 

Customize Dashboards 

2. My Home

  • In addition to project dashboards in Insight, all Autodesk Construction Cloud users have a personalized user-centric dashboard, My Home, that highlights a detailed cross0-project view of all their Autodesk Construction Cloud data.
  • My Home appears right when users enter into their Autodesk Construction Cloud account on web.
  • In the My Home dashboard, users can track action items from specific workflows like RFIs and Submittals, easily dive back into recent items, and choose from over 100+ branded partner integrations to add onto their view.

My Home

3. Project Home

  • In addition to project dashboards in Insight, any Autodesk Build user will have a preset home screen called “Project Home”.
  • Click on the “Project Home” tool from within Autodesk Build.
  • From this screen, users can track progress by setting key milestones, access any quick links, view a list of recent activity, see updates on both a user’s assigned work status and project overall work status, and get the weather, as well as see how many users from the project are using updated mobile syncing.

Project Home

4. Executive Dashboards

  • Only users who have Executive Overview access can view the Executive dashboards.
  • From within Insight, navigate to the “Executive Overview” option on the bottom of the left side panel.

  • Similar to project dashboards, users will see a list of pre-set executive level dashboards that show a summary of cross-project data:
    • Risk – Overview of high-risk projects and sort by project type or business unit.
    • Cost – A roll-up summary view of cost information for each project. NOTE: Executives with permissions to view project costs can drill down to see details

    • Design – Overview of design issues and approval reviews by project as well as a design risk heatmap flagging projects that may be at higher risk for early design issues.
    • Quality – Overview of quality checklist activity per project.
    • Safety – Overview of safety checklist activity and safety checklist conformance per project.

 

Executive Overview

5. Card Library and Partner Cards

  • Both project level and executive overview dashboards can be customized by adding or removing cards from the “Card Library”.
  • 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 a dashboard:
    • Filter by Partner Cards to add data from any of the selected integration partners.
    • Filter by Construction IQ-specific cards.

 

Partner Cards

6. Construction IQ

  • Construction IQ is a built-in machine learning and AI functionality that leverages data across the entire Autodesk Construction Cloud 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.
    • For 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 the Insight module as well as by selecting cards tagged as “Construction IQ” in the Card Library.

 

Construction IQ

7. Reports

  • Navigate to the “Reports” tool on the left side panel.
  • Click the blue “Create report” button and select a report template to start with.
  • Modify the report template as needed by selecting the file format, filtering, and sorting options.
  • Once you run the report, it will show up in the “Reports log” tab.

  • Users can choose to download the report, share the report via link or by user, role, or company, or save the report as a template.
  • In the “Templates” tab, users will see a list of reports that were saved as templates.
  • From here, users can choose to run a report, edit the template, or schedule a recurring report.

 

Creating Reports

8. Data Connector

  • Users with the right permissions can extract data using Data Connector at either an individual project level or across all projects.
  • From within Insight, navigate to the “Data Connector” option on the bottom of the left side panel.
  • Users can extract data in different ways:
    • Click the blue “Run extraction” button to manually extract data.
    • Click the “Schedule” button to schedule recurring extractions.
  • Users can set up direct connections to Power BI using the Microsoft certified Power BI Connector to automate data syncing / extracts.
  • Users can select any Power BI templates from the gallery view.

 

PRO TIP: Use the Power BI Connector to automatically sync data from Autodesk Construction Cloud platform directly into Power BI, and use the premade Power BI Templates. There is also a Data Connector API that helps integrate to other business intelligence tools.

Quality Insights

Maintaining project quality is an overwhelming effort. Creating standards and simple visualizations of how a project is progressing is an easy way to ensure teams are staying on top of managing quality. Within the Insights tool, project leaders can get a quick glimpse of what high-risk issues need to be addressed and take immediate action. Additionally, executive leaders can visualize project quality trends on a broad spectrum and where to prioritize their support.

1. Quality Risk Factor

  • The Quality Risk Factor card is powered by Construction IQ.
  • Users can add this card to any dashboard through the card library.
  • Four factors are visualized through this card:
    • High-Risk Subcontractors – Shows subcontractors who have more issues flagged as higher risk, any water risk issues, or overdue issues.
    • High-Risk Issues – List of issues that are flagged as higher risk.
    • Water-Risk Issues – Lists water-related issues that tend to be higher risk.
    • Overdue Issues – An overview of all overdue issues to help mitigate and not let them build up.
    • Code Compliance – Catch RFIs related to code compliance, helping to reduce safety issues and permit hurdles down the road.

2. Quality Dashboard

  • Within both project level and executive overview dashboards, there is a preset dashboard for Quality.
  • Project Level – This dashboard houses cards such as “Quality Issue Status” or “High-Risk Quality Issues” that help teams quickly resolve quality issues and take immediate action. All cards can be moved around or removed, and users can also add new cards.
  • Executive Level – This dashboard houses cross-project data with cards like “Quality Checklist Activity” or “Quality Checklist Conformance” and can show filtered results by business unit or project type. The “Quality Risk Overview” card shows trends for projects so executives can see where high-risk issues may be a recurring theme vs. one off’s. All cards can be moved around or removed, and users can also add new cards.

Additional Capabilities

Account Admin & Standardization

Setting up account-level features and standards is critical to ensuring teams are being set up for success. Whether it is creating project templates or ensuring the right team members have the right access to different features, the account admin functions help everyone get up and running quickly. Taking that a step further, by setting up standards that are used across the organization, teams are able to maximize the data being collected and better leverage information downstream to improve decision-making.

1. Setting Up Templates

  • Users with Account Admin settings can navigate to Account Admin using the product picker or by selecting “All Projects” under the project picker and clicking “Account Administration” on the top left.
  • Select “Templates” from the left side panel.
  • From here, users can see a list of all active or archived templates.

  • Click on an active template to edit any details, or click the blue “Create project template” button to see two options to create a new template:
    • Create a new template – This allows users to start a template from scratch.
    • Create a template from an existing project – This allows users to copy over certain aspects of a project into a template.

  • Once a template has been created, users can add, edit, or remove members from the template and assign permissions or product access

PRO TIP: Check out the help site to view which aspects of a product can be carried over into a template.

About Project Templates

2. Creating a Project

  • Users with “Account Admin” settings can navigate to the Account Admin tool and select “Projects” from the left side panel.
  • From here, select the blue “Create project” button.
  • Enter all the relevant details, including project name, project number, address, start and end dates, as well as the option to use a project template.

 

Creating a Project

3. Adding Project Members

  • Members can be added via an individual project as well as added to an account.
  • From the “Account Admin” tool, select the “Members” option from the left side panel.

  • Here, admins can add members and assign them access levels, associate roles or companies, as well as manage their individual member subscriptions.

PRO TIP: Account Admins will see how many subscription licensees are available.

Manage Account Members

4. Library

  • The Account Admin Library serves as a centralized library of objects or “components.” From the library, users can configure a component, and simultaneously add them to multiple existing projects.
  • Click on the ‘Forms’ tab to create a new form template
  • Choose to build a new form or upload an existing PDF form
  • Once saved, the new form template can then be added to new or existing projects
  • Account Administrators can also edit any template and all updates will be pushed to any projects in which this template was added to

About Library

Project Admin

Ensuring all aspects are running smoothly is a key component of making sure projects stay on time and on budget. When technology is set up in a way that simplifies daily activity, teams can collaborate and get things done more efficiently. With the project admin features in the Autodesk Construction Cloud unified platform, admins can easily create new projects, add and manage project members, and ensure all settings or project locations are being used correctly.

1. Create Projects

  • Users with “Project Admin” settings can open the project picker and click “View all projects” and select “Projects” from the left side panel.
  • From here, select the blue “Create project” button.

  • Enter in all the relevant details, including project name, project number, address, start and end dates, as well as the option to use a project template.

 

Create a Project

2. Adding Project Members

  • Once a project has been created, users can add any team members and assign them access levels, roles, and which products should be turned on.
  • Admins can also invite new users by email and associate them to a company or role.

  • NOTE: If a template was used to create the project, the members associated with the template will be prepopulated here. However, admins can also remove any members through their member settings panel.

Add/Manage Members

3. Settings

  • Within the “Project Admin” tool, select the “Settings” option on the left side panel.
  • From here, admins can update project information or update specific product level settings.

  • Additionally, users can add locations or sublocations of a project (including levels or rooms), which can be referenced in other workflows throughout the product.

PRO TIP: Users can download an Excel template to populate different locations and then re-import for quicker entry.

 

Project Settings

 

4. As Built Export

  1. From the left navigation in Autodesk Build, select Settings to navigate to the Settings tool.
  2. On the Settings page, click the As-built Export tab.
  3. From here users can download previously generated as-builts or create a new one.
  4. To create a new as-built, click the blue ‘Create as-built’ button and configure which Sheets, RFI’s, and Submittals to include.
  5. Once created, the user will receive an email notification which will direct back to the as-built export log page from where you can download the zipped file for all documents.

 

As-Built Export

5. Bridge

  • Using Bridge users can share sheets or files across projects or accounts.
  • To share a sheet or file simply select the items and click the “Share” button on the top of the screen.
  • From here select to share with “another project” or with “anyone with the link”.
  • The receiver will either see the sheets automatically added to their project or if shared via link, can select which project they would like to add the sheets to.
  • Users can also select to automatically send newer versions to ensure the receiving team always has the most up to date information.

  • To view a list of all shared or received sheets or files navigate to Bridge from the left side panel.
  • From here you will see a tab for Incoming or Outgoing shares, a list of sheets that have automations set up, as well as a “Bridged Projects” tab where you can directly link one project to another to make sharing even easier.

Bridge Overview

Mobile Access

Autodesk Build, Autodesk Docs, and Autodesk BIM Collaborate/Pro teams can complete tasks from anywhere on the jobsite with seamless access to Autodesk Build data, even when they’re offline. 

 

With the Autodesk Construction Cloud mobile app, teams can get access to project data and all the project management tools they need on the jobsite, including creating sheet markups, editing quality and safety checklists, viewing RFIsadding, tracking and resolving issues, capturing progress photos, and more. 

1. Download the Autodesk Construction Cloud Mobile App

Go to the App Store or Google Play Store on your mobile device to download the Autodesk Construction Cloud mobile app. 

 

Download IOS App

 

Download Android app

2. Access Data Online and Offline

  • Teams are able to work on-site without internet access. 
  • They can have access to project data and complete essential tasks when working offline. Once back online, all changes will be synced back to the cloud.

3. Complete Tasks on the Jobsite

In addition to having access to all crucial project data, teams can complete all essential tasks without having to leave the jobsite. 

Most common mobile workflows include: 

  • Viewing sheets 
  • Creating markups 
  • Tracking issues and RFIs 
  • Editing checklists and daily reports 
  • Capturing photos