BIM 360 DOCS

PROJECT SOP
GUIDE

ARCHITECT

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BIM 360 DOCS INTERFACE – ARCHITECT

Autodesk® BIM 360™ is a cloud-based document management platform that improves project
delivery and outcomes. BIM 360 supports maintaining centralised database for all submissions form
consultants and project team throughout the project lifecycle for project, design, and construction
teams.

BIM 360 connects teams and data in real-time, empowering project members to review, optimize, and
manage all aspects of project performance.

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 BIM 360 DOCS WORK FLOW – ARCHITECT

ITC PACKAGE MANAGER will have

a preliminary check and initiate Final review of markups and comments
ARCHITECT will upload files & review by selecting specific will be verified by ITC PACKAGE
ITC PACKAGE MANAGER shall review
inform ITC PACKAGE MANAGER workflow MANAGER.
submissions from Architect, add
through email/transmittal Final reviewer shall accept or reject
markups if required.
documents considering criticality of
comments

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UPLOAD INITIATE REVIEW FIRST REVIEWER FINAL REVIEWER
(ARCHITECT) (ITC PACKAGE MANAGER) (ITC PACKAGE MANAGER) (ITC PROJECT MANAGER)

ARCHITECT shall correct the documents based

Final Reviewer (ITC) will create a link of files
on comments received, and reupload with
with mark-ups and send it to ARCHITECT with
updated revision number.
information as APPROVED or REJECTED.
ARCHITECT shall maintain naming conventions.

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REUPLOAD CORRECTED FILES
(ARCHITECT)
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 STEP 1: UPLOAD/SHARED FOLDER (ARCHITECT)
1. All the documents to be submitted by ARCHITECT
shall be uploaded in the SHARED folder only.
2. All submissions shall be in two formats (Editable and
Non-editable).
• Editable include word, excel, ppt, drawings
in .dwg fomat.
• Non-editable includes PDFs including the
drawings.
• Design model files in staad shall be uploaded
in actual format.
3. ARCHITECT shall upload the drawings in correct
respective folders, considering the stage of
submission.
4. Naming of documents is very critical. The document
names shall be as short as possible, with clear
information on project abbreviation, structure name,
floor name, layout/plan, cross section, details,
elevations, etc.
5. Every document shall have revision number at the
end of name only.
6. An example for naming convention on next page.
7. After uploading the documents with naming
conventions, PEB consultant shall notify ITC through
Transmittal. See next pages.
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 STEP 1: UPLOAD / FILE NAMING CONVENTION (ARCHITECT)

Final naming convention

Note: Please ensure the files are named before

Note:
uploading on to BIM. remaining of file on BIM will
1. Every file shall have
eliminate version control, therefore, strictly prohibited.
consistent naming
convention. This includes
design files as well as
drawings.

2. All naming shall be with

upper case letters and with no
space in between, except
field 7, between two words.

3. If there is inconsistency in
naming, then the document
will be rejected by ITC.

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 STEP 1: UPLOAD / VERSION CONTROL (ARCHITECT)

Version control is very important

part of document management.
This will enable to ensure latest
files are referred.

Version control will also help us Version Icon

compare pervious version files if
required.

There, it is must to maintain

consistent naming of documents.
Version naming is letter case
sensitive and spacing as well.

Please ensure the files are named

before uploading on to BIM.
remaining of file on BIM will
eliminate version control, Imp Note: If naming of documents found to be
therefore, strictly prohibited. inconsistent, then the submitted files will be rejected
before initiating review.
Clicking on version icon will open
up all previous version box, where
in you can download, copy, export
or change the current status. 6
 STEP 1: UPLOAD / TRANSMITTAL (ARCHITECT)
1. Once documents are uploaded,
Architect shall intimate ITC project
team by using transmittal option.
2. Single file or group of files from the
can be submitted as part of
transmittal.
3. After clicking on create transmittal
following dialogue box appears.
4. Architect to select ITC recipients
for intimation through transmittal.
5. Please note, all submissions for
review shall be of Editable and
Non-editable file formats.
• Editable include word, excel,
ppt, drawings in .dwg fomat.
• Non-editable includes PDFs.
• Design model files in staad in
actual format.

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END

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 STEP 2: INITIATE REVIEW (ITC PACKAGE MANAGER)
1. ITC PACKAGE MANAGER 1st
reviewer shall have a preliminary
check considering all the related
and relevant files are uploaded by
the ARCHITECT.
2. ITC PACKAGE MANAGER 1st
reviewer shall initiate review by
selecting specific workflow.
3. Single file or group of files can be
submitted for review, provided the 5. After submitting for review, ITC PACKAGE MANAGER 1st
work flow is same for group reviewer/ initiator of review shall ensure email notification
submission. with link is sent to next reviewers.
4. Clicking on submit for review will
open this dialogue box.
5. It is important to select correct
workflow for review.
6. Submissions for review shall be for
files formats (Editable and Non-
editable).
• Editable include word, excel,
ppt, drawings in .dwg fomat.
• Non-editable includes PDFs
including the drawings.
• Design model files in staad in
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actual format.
 STEP 3: FIRST REVIEWERs (ITC PACKAGE MANAGER)

1. First reviewers can find information on reviews assigned to them by clicking on REVIEWS tab.
2. First reviewers shall click on the document to be reviewed, then a following screen appears as below;

3. First reviewers shall click on START

REVIEW tab to begin the review.
4. Clicking on the file will open the
document, which is ready for
markups.

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 STEP 3: FIRST REVIEWERs (ITC PACKAGE MANAGER)

5. Screen on the right is what appears when the document is open for
review.
6. Tools for markups can be seen on the right side.
7. Reviewers shall add markups and ensure every markup is saved before
closing the review.
8. Add suitable comment as a general note for status of review. Eg.
“Approved” or “Rejected” or “Approved with comments”

9. Submit the review by clicking on the Submit review tab.

10. All markups will be saved on the file, and can be viewed by opening the file from shared folder.

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