2022 Winter Workshop | December 14 & 15

Autodesk Docs
Hands-on workshop

John Herridge
AEC Technical Marketing Mgr | Autodesk, Inc.

© 2022 Autodesk. All rights reserved.

About me

John Herridge
AEC Technical Marketing Mgr
Autodesk, Inc.

 35 years of AEC industry experience

 16 years with Autodesk Education team
 Autodesk University speaker for multiple years
 Autodesk Certified Instructor Platinum
Email | john.herridge@autodesk.com
Zoom Housekeeping
Key Zoom Notes
5 4
1) Audio Options

2) Mute / Unmute & Video Status

1 3) Additional features menu (R-click)

3 - Virtual background / filter

Right Click
- Profile picture
- Change displayed name

4) Attendee view options

5) Meeting being recorded

2 6) Participants list pane

7) Chat (Q&A)
6 7 8
8) Share screen – if applicable
Event Q&A in Slido
How to join:

• Scan the QR code

OR

• Go to Slido.com and enter code #2330806

• Enter your email address & name

• Confirm email with verification code

Workshop session details
▪ Autodesk ID email MUST match registration email

▪ Project Invite emails sent to all workshop registrants for

both imperial & metric projects from:
acc-no-reply@autodesk.com

▪ Go to your Project

▪ Sign in or Create Account

▪ Content is repeated everyday for all workshop sessions

▪ No software installations required for training

▪ Google Chrome is recommended browser

▪ Licenses & projects active for 30 days

Questions - Email us at construction.cloud.edu@autodesk.com

Autodesk Docs workshop dates and times
Presentation agenda

 Classroom ready assets

 About Autodesk Docs

 Account and project administration

 Autodesk Docs (Hands on)

 Best practices

 Learning resources and case studies

 Q&A
Autodesk Docs
Classroom ready exercises
Classroom ready exercises
Autodesk Construction Cloud

Autodesk Takeoff for Autodesk Build for Assets include:

quantification field management For educators

 2D takeoff workflows  Submittal workflows  Getting started guide

 Exercise answer key
 3D takeoff workflows  RFI workflows
 FAQ
 Issue workflows
 Datasets (RVT, PDF, XLS)

Autodesk Docs Autodesk Docs For students

 Document management  Document management  Getting started guide
and exercises
Course applications Course applications
Construction estimating 1 & 2 Construction management
Introduction to BIM Jobsite / Field management
Classroom ready exercises
Autodesk Construction Cloud

Available now for download !

Coming in 2023 – Model Coordination with BIM Collaborate

Workshop prework
Autodesk Docs

1 2 3
Launch Login Open project
Google Chrome acc.autodesk.com Autodesk DCS Winter 2022
- Imperial or Metric

Account name:
Autodesk Education Training
Workshop prework
Autodesk Docs 3

4 5 1
2
Autodesk Docs wor

Set Module to Download

Docs Autodesk Workshop handout

1
2

4
About Autodesk Docs
 The value of Autodesk BIM Collaborate

v v v

Connected Connected Connected

Teams Workflows Data
Autodesk Construction Cloud Products

Empower BIM experts to improve Enable estimators to perform more Empower builders with a field execution
constructability of models, increase accurate 2D takeoffs and generate and project management solution to
transparency in managing risk, and automated quantities from 3D models. seamlessly collaborate and deliver construction
facilitate more efficient design projects on time, on budget​.
collaboration.

Design Collaboration
2D Takeoff Project Cost
Management Management
Automated Clash Detection

3D Takeoff Quality Project Closeout

Aggregated Model Coordination Management

Issue Management
Safety PlanGrid Build
Scope Analysis
Management Mobile App
PlanGrid Build Mobile App

Organize, distribute, and share files on a single,

connected document management platform, ensuring
all team members have access to the information they Document Document Document PlanGrid Build
need. Control Versioning Approvals Mobile App
*Not sold as standalone subscription

INSIGHT
Get up to speed with what's going on in a project, assess Dashboards Reporting Construction IQ Data Connector
trends and patterns in project data, identify any gaps and
problems, and use predictive risk data to improve project
efficiency.
Organize, distribute, and share files on a
single, connected document management
platform, ensuring all team members have
access to the information they need.

Document Control

Document Versioning

Document Approvals
Autodesk document management and integrations
A cloud-based common data environment that
provides document management and control to the
entire project team

Issue integrations:
Easily access issues across Navisworks and Revit
to fix models, validate designs, and close out issues.
Autodesk Docs
Account administration
Quick start guide
Autodesk Docs and Autodesk Takeoff getting started guide
Account roles
Autodesk Construction Cloud

Account administration roles

 Primary admin: (only 1 per account permitted)
o owner of the Autodesk Construction Cloud account

 Secondary admin: (only 1 per account permitted)

o acts as a backup to primary admin and can perform the same functions
Primary admin key tasks
Autodesk Docs

Configure Manage Member

account roles management
 Activate account  Create custom role  Add members

 General settings  Assign services to  Assign product

role licenses
 Advanced settings
Autodesk Docs
Project administration and setup
Quick start guide
Autodesk Docs and Autodesk Takeoff getting started guide
Account roles
Autodesk Construction Cloud

Project level administration roles

 Account admin: (multiple people per account permitted)
o manages and create projects
o manage account members
o manage project templates

 Project admin: (multiple people per account permitted)

o manage project members, permissions
o manage project details and locations
o manage member notifications
Account or Project admin key tasks
Autodesk Docs

Create Create Invite

projects folders students
 Create project  Assign role(s) and  Assign role(s)
permission level
 Enable services for  Assign access
project  Upload datasets level

 Assign services to
be used on project
Account or Project admin key tasks
Autodesk Docs

Create Create Invite

projects folders students
 Create project  Assign role(s) and  Assign role(s)
permission level
 Enable services for  Assign access
project  Upload datasets level

 Assign services to
be used on project
Project admin – invite students
Autodesk Docs
Questions and
Answers
Autodesk Docs
Demonstration
Autodesk Docs
Hands on
Autodesk Docs hands-on

 Autodesk Docs user interface overview

 Working with 2D PDFs

o Measuring and markups
o Compare versions

 Working with 3D Revit models

o Measuring and querying model meta data
o Compare versions
Autodesk Docs
Working with 2D PDF’s hands on
Working with 2D PDF files | Exercise 1
Autodesk Docs

Open file:
Revit 2022_Small Bldg_All disciplines.pdf

Open sheet: A102 – Second floor plan:

What is the approximate area of Office
Room 26?

Answer: Room area

____________ square feet or

Sheet and Measure tools used
____________ square meters
Working with 2D PDF files | Exercise 2
Autodesk Docs

Open file:
Revit 2022_Small Bldg_All disciplines.pdf
Compare Version 2 to Version 1 >
Sheets: A101 – First floor plan
Version 2: What has been added?
____________
Version 1: What has been removed?
_____________________

Compare tools used

Working with 2D PDF files | Exercise 2
Autodesk Docs

Open file:
Revit 2022_Small Bldg_All disciplines.pdf
Compare Version 2 to Version 1 >
Sheets: A101 – First floor plan
Version 2: What has been added?
____________
Version 1: What has been removed?
_____________________
Autodesk Docs
Working with 3D Revit models hands on
Working with 3D Revit models | Exercise 1
Autodesk Docs

Open file: Revit 2022_Small Bldg_All disciplines.rvt Measure tools used

Navigate to West Elevation:

What is the height of the exterior brick veneer wall along grid
line 1?

Answer: Wall height ____________ feet and inches or meters

Working with 3D Revit models | Exercise 2
Autodesk Docs
Open file: 2

Revit 2022_Small Bldg_All disciplines.rvt

Create a Section Analysis view > 1

Add Y plane

What is the height offset of the ceiling system

to the ground floor and the name of the
Autodesk Revit ceiling type name?

Distance from floor to ceiling (mark 1)

Section tools used Query tools used
____________feet and inches or meters

What is the Revit family type name (mark 2)?

_____________________
Working with 3D Revit models | Exercise 3
Autodesk Docs

Open file:
Revit 2022_Small Bldg_All disciplines.rvt

Compare Version 2 to Version 1 >

{3D} model view
1
What is the area now of the Exterior wall in
version 2 on the First Floor on the North
elevation?
____________square feet or square meters Compare tools used

How much larger is it than Version 1?

_____________________
Working with 3D Revit models | Exercise 3
Autodesk Docs

Open file:
Revit 2022_Small Bldg_All disciplines.rvt

Compare Version 2 to Version 1 >

{3D} model view

What is the area now of the Exterior wall in

version 2 on the First Floor on the North
elevation?
____________square feet or square meters

How much larger is it than Version 1?

_____________________
Autodesk Docs
Best practices
Default roles and custom roles
Autodesk Docs

Default role Custom role

Viewing all projects
Autodesk Docs

 Inside an existing project

o Click project pulldown menu
o Click View All Projects
Revit model - publication sets
Autodesk Docs

 Use sheet sets ; include 3D View: {3D} model view

Frequently asked questions
Autodesk Docs

 Why can’t my students see the

project I invited them to see?
o Your student may have been invited to
your account but not to a project. Select
the Project then go to Project Admin and
invite the student to the Project.
Frequently asked questions
Autodesk Docs

 Why can’t my students see any

project files in the project I invited
them to see?
o Most common question. You must also
assign Permissions to the Project Files
folder
Autodesk Docs
Learning resources and case studies
Learning resources
Autodesk Docs

Learn Autodesk Construction Cloud portal

Partial listing shown

Case studies
Autodesk Docs

Partial listing shown

Questions and
Answers
Autodesk and the Autodesk logo are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affi liates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders.
Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document.
© 2022 Autodesk. All rights reserved.