Package Attachments
- Conk Buckley
The Attachments tab displays attachments. lets you create reports as attachments for individual packages, and markup PDF attachments.
Create Attachment
A Package Attachment can be created in several ways from the Attachments tab and from the STRATUS Sheet tab.
STRATUS Sheet Tab
A Package attachment (PDF) is automatically generated from the package's STRATUS Sheet tab by clicking the PDF button. See the PDF article for more information.
Attachments Tab
There are several ways to create an attachment within the Attachments tab.
Add Attachment
Click the Add Attachment button to locate and upload a file attachment.
Capture Image
Click the Capture Image button to locate and upload a image file attachment.
Create Report
Select a report and click the Create button to create the report as an attachment.
Package Assemblies Batch Report PDF
A Batch Report (PDF) can be run for a Package's Assemblies. To do this:
- Create a template and report for the Package Assemblies Batch Report. See the Package Assemblies Batch Report PDF section on the Reports (Admin) article for more information.
- Once the template and report are ready, open a package.
- Click the Attachments tab.
- Select the batch report created for this report. Notice that when a Batch Report report is selected, the Create button changes to the Create for Assemblies button.
- Click the Create for Assemblies button. A separate PDF is being created for each assembly, so this may take a few minutes depending on the number of assemblies. Notice the percent complete indicator and that each PDF will display in the list as it is created.
Attachments Table
Attachment Preview
To preview an attachment (Only: .txt, .pdf, .csv, and a .jpg) in the Attachments tab.
Hover over the attachment and the Click to toggle preview message will display. Notice too that the row highlights.
Click in the row anywhere in the area highlighted in red (above) to preview the file in the Attachments tab. Note: Clicking on the file link will also open the file in a separate tab where it can be downloaded.
PDF Markup Tools
The Markup tools in the Attachments table are briefly described in this section. See the Markup for PDF Assembly Attachments, PDF Package Attachments, and CAD Sheet article for more information. Note: See the Package Markups article for more information about markups in the Package's 3D Viewer.
PDF Attachments include Markup information and the Markup editor button.
All .PDF attachments will include the Markups pencil icon to the left of the Delete button. Click this button to open the Markups Tools. See the Markup Tools article for more information.
Any .PDF that has an active unversioned Markup will display a number to the left of the Markups pencil icon (Ex. 2). Note: Markups do not have to be versioned to be useful as anyone with access can view/edit active unversioned Markups. See below.
Any .PDF where the Upload Version button has been clicked and saved to BIM360 will display a V# (Ex. V2).
STRATUS Sheet Orientation Matches Attachment Report
On both the Assemblies > STRATUS Sheet tab and the Package’s STRATUS Sheet tab, the orientation of the isometric view can be edited and saved. For example:
On this Package’s STRATUS Sheet and selected report, the default isometric view displays.
- The isometric view orientation can be edited and saved using the “Adjust the orientation and zoom for this package in the viewer” button. Below the orientation was changed to a Front view and saved.
- The saved STRATUS Sheet orientation will display on Reports like a Master Report on the Package’s Attachments tab.
- In this Master Report, the sub-report “Sub-Report P 8” is the same report that was used to edit the STRATUS Sheet above.
- With the report opened, the saved isometric view orientation (Front view) edited in the Package’s STRATUS sheet will display.
Videos
See the Packages Module Overview webinar CSG Webinar: STRATUS In-Depth Series, The Packages Module for more information.
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