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.

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

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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.

1. Set the 3D Viewer orientation and zoom before adding a Markup.

2. Go to the Markups tab. The Markups table displays.

3. Click the New Markup button.

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4. The Markups tool bar and Save Markup display.

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5. 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.

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   1. 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.

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   2. Once expanded, select the tool.

   3. Note: Use the Line Style tool to select the color and line thickness prior to selecting shape and arrow tools.
      
      

6. 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.

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7. Click in the 3D Viewer to place the markup.

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8. Use the tool to place the markup.

   1. Move - Hover over the markup until the Move tool displays.

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   2. Rotate - Click the rotate tool on markups that support rotation (Ex. Arrow, Cloud, Circle, Rectangle, Freehand).

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   3. Resize - Click the stretch handle to resize.

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9. Add another markup - Additional markup tools can be selected and placed in the 3D viewer.

10. When done, see the Save Markup section.

11. 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

1. 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.

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2. The Markup Name is editable by clicking it.

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3. Click Save and the edited name will display.

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View an Existing Markup

1. For anyone to view a markup, go to the Markups tab.

2. In the Markups table, click the markup row to be viewed (Ex. Markup 1).

   1. The row will be highlighted blue.

   2. 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.

   3. For users who have Create & Edit permission:

      1. The selected markup will be highlighted in the 3D Viewer.

      2. The Save Markup | Cancel dialog will display.

      3. The markup will display in edit mode.

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3. When done viewing, click the Cancel button to return the 3D Viewer to normal operations including the STRATUS Toolbar and view cube.

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Edit a Markup in the 3D Viewer

For users who have Create & Edit permission:

1. Go to the Markups tab.

2. In the Markups table, click the Markups row to be edited (Ex. Markup 1).

   1. The row will be highlighted blue.

   2. 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.

   3. The selected markup will be highlighted. If the markup was a Text or Callout, the Font Size control will also display.

   4. The Save Markup | Cancel dialog will display.

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3. Edit the markup. See the Markup Tools article for more information about using Markup Tools. Below are some highlights:

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   2. Save Markup - When done editing, click the Save Markup button.

4. 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:

1. Go to the Markups tab.

2. 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.

3. In the 3D Viewer, select the markup to be deleted (Ex. Markup 1-3).

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4. Click the Delete button.

   1. The Markup will be deleted.

5. 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:

1. Go to the Markups tab.

2. If you are not sure which markup row to delete, each row can be clicked to view the markup.

3. Once the markup row to be deleted is identified, click the Delete button.

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   1. The markup will be deleted.

   2. The Markup row in the table will be deleted.

   3. The Markup in the 3D Viewer will not display next time the page is loaded.