The Markup tools for the Assemblies 3D Viewer and the Package 3D Viewer share the same functionality. Note: Markup is also available within the Assembly PDF Attachments, Package PDF Attachments, Assembly CAD Sheets, and Package CAD Sheets, but these markups include the added feature of versioning with BIM 360.
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Markup Setup
Any package or assembly can be marked up in the 3D Viewer.
Markup Permissions
Set Markups permissions for Create & Edit, Delete, and View under:
Admin > Company > Project Roles > Assemblies > Details > Markups
Admin > Company > Project Roles > Packages > Details > Markups
Markups in the 3D Viewer
New Markup
The Markups tab associated with each assembly or package is used to manage markups made in the Assemblies Viewer and Packages Viewer.
Set the 3D Viewer orientation and zoom before adding a Markup.
Go to the Markups tab. The Markups table displays.
Click the New Markup button.
The Markups tool bar and Save Markup display.
Click a Markup tool (Ex. Text). For Text, the Font Size control displays (Ex. 16). The Font Size can be changed now or later. See the Markup Tool Summary article for more information.
Some markup tools (Ex. Cloud) include an expander arrow on the bottom left. To open the expander, click and hold the mouse on the button until it expands.
Once expanded, select the tool.
Note: Use the Line Style tool to select the color and line thickness prior to selecting shape and arrow tools.
As the user moves the mouse into the 3D Viewer, the mouse will turn to a plus to indicate where the markup will be placed.
Click in the 3D Viewer to place the markup.
Use the tool to place the markup.
Move - Hover over the markup until the Move tool displays.
Rotate - Click the rotate tool on markups that support rotation (Ex. Arrow, Cloud, Circle, Rectangle, Freehand).
Resize - Click the stretch handle to resize.
Add another markup - Additional markup tools can be selected and placed in the 3D viewer.
When done, see the Save Markup section.
Unsaved Markup Note: If a Markup is added to the 3D Viewer and before it is saved the user leaves the Markups tab in any way, any unsaved Markups will be lost.
Save Markup
When done click Save Markup. The markup will be saved in the Markups table. Each new markup is automatically uniquely named for the selected assembly or package.
The Markup Name is editable by clicking it.
Click Save and the edited name will display.
View an Existing Markup
For anyone to view a markup, go to the Markups tab.
In the Markups table, click the markup row to be viewed (Ex. Markup 1).
The row will be highlighted blue.
The markup will display in the 3D Viewer and the viewpoint will snap to the camera angle and zoom level when the markup was saved.
For users who have Create & Edit permission:
The selected markup will be highlighted in the 3D Viewer.
The Save Markup | Cancel dialog will display.
The markup will display in edit mode.
When done viewing, click the Cancel button to return the 3D Viewer to normal operations including the STRATUS Toolbar and view cube.
Edit a Markup in the 3D Viewer
For users who have Create & Edit permission:
Go to the Markups tab.
In the Markups table, click the Markups row to be edited (Ex. Markup 1).
The row will be highlighted blue.
The Markup will display in the 3D Viewer and the viewpoint will snap to the camera angle and zoom level when the markup was saved.
The selected markup will be highlighted. If the markup was a Text or Callout, the Font Size control will also display.
The Save Markup | Cancel dialog will display.
Edit the markup. See the Markup Tools article for more information about using Markup Tools. Below are some highlights:
Save Markup -When done editing, click the Save Markup button.
Cancel - Click the Cancel button to display the STRATUS toolbar and orientation cube.
Delete a Markup in the 3D Viewer
Use this delete method when you want to delete one of many markups within a single saved markup table row.
For users who have Create & Edit and Delete permission:
Go to the Markups tab.
Select the markup row in the Markup table. Only the selected markup will display in the 3D Viewer. All individual markups saved along with the markup table row will display.
In the 3D Viewer, select the markup to be deleted (Ex. Markup 1-3).
Click the Delete button.
The Markup will be deleted.
Click Save Markup to save the change. The Markup in the 3D Viewer will not display next time the Markup is loaded.
Delete a Markup from the Markups Table
Use this delete method when you want to delete all markups within a single saved markup table row.
For users who have Create & Edit and Delete permission:
Go to the Markups tab.
If you are not sure which markup row to delete, each row can be clicked to view the markup.
Once the markup row to be deleted is identified, click the Delete button.
The markup will be deleted.
The Markup row in the table will be deleted.
The Markup in the 3D Viewer will not display next time the page is loaded.
Save Markup
When done placing a Markup, click the Save Markup button. As a result:
The Markup will display in the Markup Tools table and the initial markup will be automatically named Markup 1. This name can be manually edited. The User and Date-Time will also be automatically entered.
The Upload Version button will be enabled.
For the Packages Attachments and Assemblies Attachments table:
The Markups pencil icon will change to green indicating there is an editable markup associated with the .PDF.
Note: When the Markups pencil icon is blue, it indicates that the PDF can be marked up but there are no active Markups. If the version is V2 or higher, it means that previously active Markups have been Uploaded Versioned to BIM360 and are no longer editable.
The active unversioned Markup will display a number to the left of the Markups pencil icon indicating the number of editable markups on the .PDF (Ex 1).
Anyone with access can view/edit this active unversioned Markup.
A separate Markup can be made.
Click a Markup Tool, place it in the viewer, and click Save Markup.
As a result:
The new Markup will display in the table and will be automatically named Markup 2. This name can be manually edited.
The active unversioned Markup will display a number to the left of the Markups pencil icon indicating the number of editable markups on the .PDF (Ex 2).
Markup a Multipage PDF Attachment
For PDF (Package and Assembly) attachments, to Markup a multipage PDF attachment:
From the Attachments tab, click Markups pencil icon associated with a PDF that has more than one page.
Markup Tools will add a page selector tool.
The PDF viewer will only display one page of the PDF at a time. As a result, each page:
Can be marked up individually.
Will have it’s own list of saved markups.
To markup a page, use the Next Page or Previous page buttons to change pages, click a Markup Tool, place it in the viewer, and click Save Markup.
Unsaved Markup Note: If a markup is added to a page and before it is saved the user clicks either the Next Page or Previous page button, or the X in the top right corner of the the Markup Tools panel, any unsaved Markups will be lost.
Edit a PDF Markup Attachment
Anyone with Project Role permission can view/edit the Markup.
From the Attachments tab, click Markups pencil icon associated with a PDF that has one or more Markups.
Each page that has a markup will display all markups.
To edit an individual markup, click the markup row. The markup will display in the viewer in edit mode.
The selected markup will be isolated and will be editable.
The Save Markup button will display.
Select the markup within the PDF. In this example, a Text markup was selected. The Font Size control displays along with a delete button.
In this example, the font size, text, and position have been changed. Note: Click Cancel to exit edit mode.
Before saving, another Markup (Ex. Arrow) can be added. Note: Click Cancel to exit edit mode.
Click Save Markup. As a result:
The existing Markup will be saved with the edited information. The selected page now has 2 active markups (Markup 1 has only 1 active markup; Markup 2 has 2 active markups). With no markups selected in the table, all markups for the page are displayed.
View a PDF Markup
Anyone with Project Role permission can view/edit the Markup.
Go to the Attachments tab and click the Markups pencil icon associated with a PDF.
By default, all markups for the page will display.
To isolate a markup, select the Markup Tools row (Ex. Markup 2). The selected markup will display and is editable. Note: Click Cancel to exit edit mode.
Delete an Individual Markup from the PDF Viewer
Use this delete method when you want to delete one of many markups within a single saved markup table row.
Anyone with Project Role permission can delete the Markup.
From the Attachments tab, click the green Markups pencil icon associated with a PDF. The green pencil icon indicates an active markup.
Select a Markup row (Ex. Markup 2). In this example, Markup 2 includes 2 markups within the PDF viewer (Text that reads Markup2-2 and a blue arrow).
Select one of the markups (Ex. the arrow). The Delete button will display in the PDF viewer.
Click the Delete button and then click the Save Markup button. The individual markup will be deleted.
Delete a PDF Markup From the Markup Table
Use this delete method when you want to delete all markups within a single saved markup table row.
Anyone with Project Role permission can delete the Markup.
From the Attachments tab, click the green Markups pencil icon associated with a PDF. The green pencil icon indicates an active markup.
In this example, Markup 2 includes 2 markups within the PDF viewer.
Click the Delete button in the Markups table row associated with the markup to be deleted (Ex. Markup 2). The markup row will be deleted and the markup in the viewer no longer display.
As a result:
The Markup row will be deleted.
The Markups within the PDF viewer will be deleted.
The active unversioned Markup will change from 2 to 1.
Upload Version (Lock)
A Markup can have more than one Markup version (V1, V2, etc.) using the Upload Version button which locks the current version and creates a PDF in BIM 360.
The Upload Version button is enabled when a markup has been saved. Once the Upload Version button is clicked, the next time the PDF Attachment is opened or previewed, the markups will display, permanently overwriting the original PDF.
To enable the Upload Version button, create and save a Markup.
Click the Upload Version button. Markup V1 is now locked. V2 can be started which will be built upon V1. After the PDF is uploaded to BIM 360 the page will be updated with the following:
Active Markups - The Active Markup in the Markup table disappear as they are now embedded within the PDF.
Markup Version - The Markup Version increments (Ex. from V1 to V2). This indicates that the next markup placed in the PDF viewer will be associated with V2.
Version Selection - The Version Selection button displays at the bottom of the Markup tools.
Upload Version - The Upload Version button is disabled.
Print or View Previous Markup Versions
From the Attachments tab, click the Markups pencil icon associated with a versioned markup (Ex. version is V2 or higher).
Click the Markup Versions button at the bottom of the Markup Tools toolbar. The toolbar will collapse and Markup Versions will display.
Highlight the version to be printed (Ex. V1)
Click the 3-dots icon.
Click the View button.
In a separate browser tab, the PDF file will display. Use the browser’s print tool to print the PDF.
Markup Tool Summary
The following Markup tools are available.
Note: To change the color of a tool, select a color using the pencil or paint buck before selecting the Markup tool.
Freehand
Click and hold down the mouse to display (2) Freehand options, Freehand and Highlight.
Freehand (left) - Select the tool, then click and drag to draw freehand lines and curves as if you were outlining them on paper with a pen or pencil.
Highlight (right)- Select Freehand > highlight, then click and drag to draw freehand highlighted lines and curves.
Text - Select the tool, click in the document, type your text, and press Enter. To set the text color: 1) Select the Line Style color, 2) Click the Text tool, 3) Use the Text tool to enter text.
Callout
Callout - Select the tool and click in the CAD Sheet canvas. Click and drag the tool to place the arrow. Let go of the mouse and the Callout Text box will display. You can format and resize the text box, as well as select the text box fill color. The Callout Text box and the Arrow are 2 different objects. Therefore, they cannot be moved together but can be moved separately. Click Save Markup.
Cloud
Click and hold down the mouse to display (2) cloud options, a rectangle and a Polycloud.
Cloud - Select the tool, then click and drag to draw the rectangle cloud. Select the object to use the rotation tool.
Polycloud - Select Cloud > Polycloud, then click to place the first point, and continue clicking to draw cloud segments. Double-click to close the shape.
Shapes
Click and hold down the mouse to display (3) shape options.
Rectangle - Select Shapes > Rectangle, then click and drag to draw, or click two points to place the top left and bottom right corners.
Circle - Select Shapes > Oval, then click and drag to draw, or click to specify the top right corner, and drag to draw. Drag diagonally a circle or right/left/up/down for an ellipse.
Line \ Polyline - Select Shapes > Polyline, then click to place first point, and continue clicking to draw line segments. Double-click to close the shape.
Arrow - Select the tool, then click and drag to draw.
Line Style (Color) - Select the tool, then choose the desired line color and Line Thickness. Add a Markup (Ex. Arrow, Cloud, Shape, not Text) and the thickness will display.
Fill Style (Color) - Select the tool, then choose the desired fill color and the Opacity.
Add a Markup (Ex. Arrow, Cloud, Shape, not Text) and the thickness will display.
