What’s your version of the

Story?

Document Management Workflows in the Cloud with Revit

What’s your version of the Story

Agenda

• Discuss why you need Document Management on your Projects?

• Distill the BIM 360 Docs ecosystem.

• Revit and BIM 360 Docs Workflows:

• Uploading or Drag/Drop

• Desktop Connector

• Cloud Models for Revit and Revit LT (non-workshared)

• Design Collaboration (BIM 360 Design)

• Version Control

The BIM 360 Ecosystem

• Account

• Companies

• Internal

• External

• Members

• Account Admins

• Account Members

• Internal

• External

• Projects

• Data/Permissions

• Project Members

• Services

• Modules

BIM 360 Account “HUB”

ACCOUNT’S

COMPANY

PROJECT

ACCOUNT

ADMINS

Services

BIM 360

DESIGN

BIM 360

GLUE

BIM 360

BUILD

PROJECT

PROJECT

OTHER

COMPANY

DATA

DATA

DATA

BIM 360

Docs

Insight

Document Management

Project Admin

Design Collaboration

Model Coordination

Project Management

Field Management

Cloud-Worksharing

Classical Glue

Cost Managment

Classical Field

BIM 360 Project

Plans Folder (Special Folder)

• Digital Rack Set

• Extracts:

• Views/Sheets from Revit Files

• Individual Sheets in a Multi-Sheet PDF Files

• Model/Paper Space layouts from DWG Files

Project Files Folder (All other Files)

• Design Collaboration

BIM 360

Account

Revit / Revit LT: Cloud Models

Cloud Models enable

independent Revit users to

store their model in BIM 360

and collaborate with other

Project Members

Cloud Models (non-

workshared models can link

Design Collaboration Models

(cloud-workshared) Revit LT User

(Cloud Models)

PROJECT

DATA

Revit User

(Cloud-Worksharing)

Revit User

(Cloud-Worksharing)

EngineersArchitects

Revit and BIM 360 Design

BIM 360 Design allows

Teams of Revit users

to collaborate

together

BIM 360 Design allows

Teams to collaborate

with each other

through:

• Live-Linking

• Controlled-Linking

Revit/BIM

360 Design

User “B”

Revit/BIM

360 Design

User “A”

Revit/BIM

360 Design

User “A”

Revit/BIM

360 Design

User “B”

BIM 360

Account

PROJECT

DATA TeamTeam

BIM 360 Docs/BIM 360 Design

Revit/BIM

360 Design

User “A”

Revit/BIM

360 Design

User “B”

Revit/BIM

360 Design

User “C”

PROJECT

Revit Cloud Worksharing Service (RCW)

Team Folder (Design Collaboration)

v1

Initiates

Cloud-

Worksharing

v2

v2

Sync to

Central

v3

Sync to

Central

TimeTime

Revit/BIM

360 Design

User “A”

Revit/BIM

360 Design

User “B”

Revit/BIM

360 Design

User “C”

v4

Sync to

Central

Publish Model

v3

v5

Sync to

Central

v6

Sync to

Central

Live Linking (classical C4R)

Revit/BIM

360 Design

User “B”

Revit/BIM

360 Design

User “A”

Arch Team MEP TeamShared

Live

Shared

Model

Cloud-

Worksharing

Cloud-

Worksharing

Revit/BIM

360 Design

User “A”

Revit/BIM

360 Design

User “B”

Cloud-

Worksharing

Cloud-

Worksharing

Live

Shared

Model

Revit Link

Revit Link

Always Linked

to the latest

version of the

Live Models

No Control

Controlled Linking: Shared Folder

Revit/BIM

360 Design

User “B”

Revit/BIM

360 Design

User “A”

Arch Team MEP TeamShared

Live

Shared

Model

Cloud-

Worksharing

Cloud-

Worksharing

Revit/BIM

360 Design

User “A”

Revit/BIM

360 Design

User “B”

Cloud-

Worksharing

Cloud-

Worksharing

Live

Shared

Model

Ver.

7

Ver.

7

Ver.

2

Ver.

2Publish

Model

Publish

Model

Share

Package

Share

Package

Arch Team

MEP Team

Ver.

3

Ver.

3

Ver.

8

Ver.

8

Ver.

8

Ver.

8

Ver.

3

Ver.

3

Always Linked

to the latest

version of the

Shared Models

Controlled by

Sharing Team

Controlled Linking: Consumed Folder

Revit/BIM

360 Design

User “B”

Revit/BIM

360 Design

User “A”

Arch Team MEP TeamShared

Arch Team

MEP Team

Live

Shared

Model

Cloud-

Worksharing

Cloud-

Worksharing

Revit/BIM

360 Design

User “A”

Revit/BIM

360 Design

User “B”

Cloud-

Worksharing

Cloud-

Worksharing

Live

Shared

Model

Ver.

2

Ver.

2

Ver.

3

Ver.

3

Ver.

8

Ver.

8

Consumed Consumed

Ver.

7

Ver.

7

MEP Team

Ver.

3

Ver.

3

Arch Team

Ver.

8

Ver.

8

Share

Package

Share

PackagePublish

Model

Publish

Model

Always Linked

to the latest

version of the

Consumed

Models

Ver.

8

Ver.

8

Consume

Package

Ver.

3

Ver.

3

Consume

Package

Controlled by

Consuming Team