BIM 360 Docs: Projects, Users, and Apps Integration

A project and user must be added to your BIM 360 Docs account before they can be added to your company in STRATUS.

 

Stratus Apps Integration

Before STRATUS can be used with your BIM 360 account, you must activate the STRATUS App integration.

  1. Click the 9 dots, select Account Admin.

  2. Click the Apps tab.

  3. If the Apps tab does not display, you’ll need to request that the Apps integrations tab be enabled by sending an email to jared.coelho@autodesk.com. In your email include your company Account ID. 

  4. Once enabled, click the Apps tab, click the STRATUS app button, and then click the Add to BIM 360 button. This will enable STRATUS to sync with Docs.

  5. Your STRATUS administrator can now add users to your STRATUS company and to a Project.

Video

Add Users to a BIM 360 Docs (1:24)

This video demonstrates:

  1. How a BIM 360 Docs administrator invites users to a BIM 360 project.

  2. How to invite the STRATUS team to a BIM 360 project (optional).

  3. How to change a user’s access to a BIM 360 project within BIM 360 Docs. Additional access permissions can be managed within STRATUS but are not part of this video.

  4. How to enable the Apps tab by sending an email to jared.coelho@autodesk.com and include your Account ID (a.k.a. Company Docs URL).

 

 

BIM 360 Projects

STRATUS can synchronize BIM 360 project profile information to the STRATUS project.

To create new BIM 360 Project:

  1. Login to BIM 360 Docs, click the 9 dots and then select Account Admin.

  2. Click the Project tab.

  3. Click the Add button. The Create Project Profile dialog will display. During the link process, BIM 360 Docs project information populates fields like project job number, project type, address, and dates in STRATUS. If a BIM 360 Docs project has already been sync’d at least once with STRATUS, then, fields will only be sync’d to STRATUS when they are empty. STRATUS will not overwrite existing values using the Refresh Projects from BIM 360 button.

  4. Below is an example of BIM 360 Docs project information that can be sync'ed to the STRATUS project.

  5. Below is an example of BIM 360 Docs information in STRATUS.

  6. See the Projects (Admin) for more information.

BIM 360 Users

Add people to the BIM 360 member directory

  1. Login to BIM 360 Docs, click the 9 dots and then select Account Admin.

  2. Click the Members tab.

  3. Click the Add drop-down and select add people to the member directory.

  4. The Add People to the Member Directory dialog will display.

  5. Enter email address, follow the prompts, and click Save.

  6. Once added, these users will be available to any project admin who wants to add people to their project.

Add people a BIM 360 project

  1. Login to BIM 360 Docs, click the 9 dots and then select Account Admin.

  2. Select the Projects tab.

  3. The Project Admin page will display.

  4. Select a project.

  5. Alternatively, if you are already logged into the project, click the 9 dots and then select Project Admin.

  6. Either way make sure the Members tab is selected.

  7. The list of project Members displays.

  8. Click the Add button. The Add Project Members dialog will display.

  9. Enter the email addresses of the people you want to invite and then click Select.

  10. If you are inviting the STRATUS team to your project to support your installation, enter STRATUS@gogtp.com and click Select.

  11. The users will display on the Members page.

  12. For each user, assign a company, project role, and at least one service. The Document Management service is required to view published models.

  13. Then click the Add to Project button.

    Invitation to join the project

  14. An invitation will be sent to the people added to the project.

  15. A user must click Accept in the email they receive to join the project.

  16. Once the user accepts the invitation by clicking the link in the invitation, you will receive an invitation acceptance confirmation email.

  17. In addition to adding new members, you can also manage member’s project permissions on this tab. Your STRATUS administrator will configure more granular project roles and permissions within STRATUS.

  18. Similarly, in STRATUS, you’ll need to add users to project and set their project role for each project.

Permission the Project Files folders and files

  1. Once a BIM 360 project has been created and BIM 360 users have been added to the project, you may need to permission the folders and / or files depending on how you have configured your document management system. If a STRATUS user has access to your BIM 360 but doesn't have access to the project, project folder, or model / drawing, then they will receive an Unauthorized error in STRATUS when they attempt to view the model.

  2. Click the 9 dots and select Document Management.

  3. The Plans folder limits the file types that can be stored in it, so STRATUS only allows publishing models to the Project Files folder.

  4. Click the option list button and select the Permissions option.

  5. The Folder Settings Permission tab will display. You can assign permission to individuals or you can create a project role and give the project role folder permissions.

     

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