The following checklist will help you reach a point where you are comfortable using STRATUS and can define workflows that meet your company's needs.

...

• Receive Notification - After users have been setup in your company, determine who should receive software updates and announcements.

Phase 1 – Sync with STRATUS

• BIM 360 Docs account

  • Purchase/Setup BIM 360 Docs account. Contact GTP to discuss your license needs.

• Setup Knowledge Base (Atlassian) account

  • Your GTP account representative will send you information about how to setup your Knowledge Base account.

    • Login to STRATUS, click the Help icon, click the Knowledge Base link, and follow the prompts. 

• Configure BIM 360 Docs Projects and Users

  • Setup at least one BIM 360 Docs project and user.

  • Review the BIM 360 Docs: Projects, Users, and Apps Integration article.

    • Note: There may be an additional step to send an email to Josh Cheney <josh.cheney@autodesk.com> to enable your Apps integrations tab.

• Add BIM 360 Project to STRATUS

  • Complete the steps in the article Add BIM 360 Project to STRATUS.

• Setup Users in STRATUS

  • Complete the steps in the article Add a User to your STRATUS Company. Repeat as needed.

  • Complete the steps in the article Add a User to a STRATUS Project. Repeat as needed.
    

• STRATUS and Autodesk Sign In

  • After being added to their STRATUS company, all users will Sign In to STRATUS.

  • Users who need to publish or view models will need to have an Autodesk account.

Phase 2 – Publish a Model

...

Phase 4 - Tracking Status, Filters, Reports, Aliases, Naming Conventions

...

• Review the Naming Conventions article.

• Review the Package Categories article.

• Review the Tracking Statuses article.

• Review the Filters article.

• Review the Aliases article.

• Review the Reports article.

• Review the Templates (Reports) article.

• Review the Fields article.

...