• Author: Rikki Kenzhebayeva

    On-Demand Access to the Latest Technical Drawings Anywhere

    Posted on by Rikki Kenzhebayeva

    Having instant cloud-based access to the latest asset information is now a priority for today’s manufacturers, as it maximizes safety and labor efficiency.

    Accurent has added new features and integration tools to ensure maintenance teams have full access to the latest asset information. One of these features includes field access to engineering documents via mobile devices for added flexibility.

    Made for Each Other: Accruent’s Enterprise Asset Management & Engineering Document Management Systems

    Usually, Enterprise Asset Management (EAM) systems keep track of various documents, including work orders and bills of materials. However, field technicians require access to many other technical documents and drawings types linked to these assets.

    Out in the field, a maintenance professional may require the following documents and information in to succeed:

    • Technical drawings, schematics, wiring diagrams
    • Asset manuals and documentation
    • Maintenance and operation procedure guides

    In a standard office environment, it can be a challenge to search for the required documents through various folders and different locations, and while the lack of tools compounds on-site this obstacle. Communicating comments and markups to documents also prove problematic in this scenario.

    Accruent’s Meridian engineering document solution offers integration to asset management tools to streamline access to the latest information and documents. This allows for easy access and a single source of truth for engineering documentation in the field or the office while eliminating duplicate data entry into multiple systems.

    Ensure easy access to accurate, up-to-date engineering documentation related to work orders — download our brochure to learn more.

    Combining the Power of Meridian & Maintenance Connection

    While in the field, a Technician can use the mobile version of Maintenance Connection to document their work via notes, pictures, and videos.  Maintenance Connection’s ability to integrate with Meridian means that this information is also available to the corresponding engineering teams, which improves the collaboration of the latest data.

    Back in the office, Engineers can review, approve, and update technical documents and drawings in Meridian, giving the Technicians the most up-to-date version of this data in real-time.

    As a result of this integration, these teams can:

    • Improve collaboration between departments
    • Spend less time managing information
    • Find the latest data efficiently across multiple systems

    On-demand Anywhere access of your Engineering Documents

    Maintenance technicians now have access to many IoT tools, such as mobile devices, when working on asset management. Accruent’s Meridian Mobile offers an easy-to-use mobile application that gives technicians access to the latest engineering information online and offline.

    The Meridian Mobile app provides the following functionality:

    • Preload the latest asset information before going on-site
    • Technicians can comment and attach photos/documents to the corresponding documents while on-site
    • Synchronize any comments/photos added while offline once a connection is available

    The Meridian Mobile app is available for iOS, Android, or Windows. It is a great tool that allows users to view and approve assets documentation and view their task lists.

    To learn more about Meridian solutions and how they can help your team, please contact the SolidCAD Meridian team.

    Plumbing Code Calculations With Spreadsheet Link and Schedule XL – Part 2

    Posted on by Rikki Kenzhebayeva

    Posted from CTC BIM Project Suite White Paper Library –  CTC Software

    Result

    When the workflow is developed and implemented, the entire building occupancy can be calculated in a minute, and the code validation table can be filled out. With one more step, that same table can be linked back into the Revit model for use on sheets. Any user, on any project, at any time can leverage this workflow to get updated numbers and update the tables on the sheets. Revit data-entry frustrations and quality control issues are gone, since you can leverage the power of computers to do what computers were designed for by automating the repetitive tasks that creative human minds are not great at completing.

    Savings/Benefits Users do not need to know the formulas that are running automatically. They do not need to depend on Dynamo scripts that can be volatile after updates. They can simply walk through a simple workflow that is stable and repeatable. The manual, error prone process can be eliminated, allowing users to focus more on design and documentation more than focusing on basic calculations and manual data entry. Time savings can be found every time that print day approaches. Design time can be extended since this time-consuming manual process is now automated.

    Conclusion

    Spreadsheet Link and Schedule XL from the CTC BIM Project Suite can help automate calculations. This example of occupancy and plumbing code calculations can be automated nearly 100%. There are many other areas where this type of automation can save hours of time consistently throughout the design and documentation process. Whenever you or your team are pulling data from the Revit model, transferring to a spreadsheet environment, running some calculations then manually transferring data or graphics back into Revit, think about how this can be automated by the BIM Project Suite. Manual, repetitive tasks are not enjoyable, often error-prone and should be eliminated where possible. Let the tools generated for you by CTC Software augment your workflow to allow you and your team to be more creative for longer periods.

    CTC Tools for Civil 3D Best Practice Series: Grading

    Posted on by Rikki Kenzhebayeva

    This week’s post is all about the best practices series that is focused on revealing the industry’s best practices for Civil 3D Grading tools. It has been designed for Civil 3D 2020 users.  After watching the recording, you will be able to apply industry best practice techniques to the following Civil 3D features:

    • Feature line geometry and elevation editing
    • Feature Line from alignment and profile
    • Grading criteria and objects
    • Slope transitions
    • Sloped-bottom ponds
    • Grading from corridors
    • Parking lots

    Subscribe to our YouTube Channel and Blog to stay up-to-date.

    Plumbing Code Calculations With Spreadsheet Link and Schedule XL – Part 1

    Posted on by Rikki Kenzhebayeva

    Posted from CTC BIM Project Suite White Paper Library –  CTC Software

    The Issue

    Revit® has trouble with complex calculations and the ability to run cross-category math. This can be frustrating when design calculations need to be run. In the case of plumbing code calculations, we need to take the occupancy of a defined area (floor, smoke compartment, etc.) and use these totals to derive the number of different plumbing fixtures that are required by code to be designed into these areas. Many firms run these calculations manually, but this can be done far more efficiently. This white paper will describe how a re-usable workflow can generate occupancy, calculate plumbing fixture counts and generate graphics for use in Revit to present this information in a live model.

    Typical Workflow

    In manual workflows, some Architectural firms will use either fake calculated values in a Revit schedule, then sometimes copy those values across to a real parameter for display in a tag, a schedule, and on the actual room object. Some firms may also use a calculated value in a tag to reduce some of the manual data transfer. Other firms will export schedules to Excel®, and run calculations there, but then must manually copy the values back into Revit. In all cases, the process is very manual and extremely error prone.

    This is also rather time consuming, reducing potential production time. Regardless of how we get the room occupancy, we always must manually transfer the occupancy to a spreadsheet for our code checks, present the information in a meaningful way and return this information back to Revit. This is also entirely manual and error prone. Nothing keeps this information up to date with the Revit project model. There needs to be a better, more efficient way to do these types of calculations, and return the result of our efforts to the Revit project model and include the information on the construction document set.

    Solution

    This entire workflow can be heavily automated using the Spreadsheet Link and Schedule XL tools from the CTC BIM Project Suite. Your current spreadsheet can be incorporated, and the values entered far more automatically. Even the room occupancy calculations can be tuned to your liking, entered directly into the room/area/space elements you are using in the Revit model. Further, the spreadsheet graphics can be directly linked into the model, avoiding any manual image or CAD file workflows.

    • Establish predictable, repeatable workflows for all Revit users
    • Leverage existing spreadsheet layouts so formatting in Revit aligns with company graphic standards
    • Implement the power of spreadsheet formulas to drive calculations and graphics
    • Import spreadsheet graphics directly into the Revit model for use on sheets

    Five Ways to Design and Access Masterfully Efficient Digital Dashboards in Revu

    Posted on by Rikki Kenzhebayeva

    This article was originally published by Bluebeam, Inc. on the Bluebeam Blog.

     

    Digital dashboards offer teams a centralized, easily navigable hub for critical project documents and information. Don’t create one without making these considerations

    Construction projects are loaded with complexity. Hundreds—sometimes thousands—of documents are assembled and distributed to scattered teams on frenzied jobsites, where dozens of subcontractors are hard at work building off carefully detailed plans. 

    Time is money in construction, which means clear, accurate and expedient transfer of information is paramount to a project’s success. Aside from the hordes of design plans (many now digital) construction workers need to efficiently complete their work, there are several additional resources that they need at their disposal, most of which live on the internet or in other cloud-based tools.  

    Thankfully, the evolution of construction technology, digital transformation and collaboration have made accessing and organizing this information more convenient. Bluebeam Revu is one of the tools that has grown to help construction, engineering and architecture workers in this area. 

    Revu allows users to create customized digital dashboards for their project teams so that all relevant construction documents and supplemental reference information can be neatly organized and accessed through Studio Projects—regardless of whether team members are in the field or in an office. 

    “The whole point of a digital dashboard is to eliminate that file hierarchy of folders and eliminate the time spent looking for files,” said Lillian Magallanes, Bluebeam’s industry alliances manager, who has extensive experience creating digital dashboards.  

    Building digital dashboards in Revu and providing collaborators access via Studio Projects can be as simple as hyperlinking to a few of a project’s most-relevant design documents or as comprehensive as outfitting an intricate web of links using JavaScript to create a one-of-a-kind branded experience. The final product can be used not just by project teams during construction but also by owners and facilities managers throughout the building’s lifecycle.   

    Here are four considerations to keep in mind as users build out digital project dashboards: 

    Start with the end in mind 

    What type of worker will be using the dashboard to retrieve information? 

    Will they be architects or engineers in an office on a desktop computer or laptop? Or will they be field superintendents or subcontractors needing to track down a design spec in the middle of a hot, blistering day on a jobsite?  

    What’s more, aside from the user’s environment, what frame of mind might they be in when looking for the information linked in a digital dashboard? 

    Starting with this end in mind, according to Magallanes, is essential before starting to assemble a digital dashboard in Revu. “The last thing most people involved in a construction project want to do is have to learn something new that is complex just so they can find a file and send it to someone else,” Magallanes said.  

    Map out information and navigation 

    Once the frame of the end-user’s mind has been determined, then it’s time to map out the navigation of where the different hyperlinked buttons and elements of a dashboard will lead. Simple dashboards may only include a handful of buttons leading to the most relevant design documents.  

    More comprehensive digital dashboards, however, may involve a few different layers of navigation that allow users to find and access disparate pieces of information for a project in a few quick clicks, while also linking to tools and resources either found on the web or as part of other cloud-based digital applications.   

    “This is really going to help someone think what levels of information need to be brought up,” Magallanes said.  

    Understanding how information is presented—as well as the user experience of navigating through it—is essential when building an effective digital dashboard.  

    Bolster collaborator access with Studio Projects  

    Creating a simple-to-use project dashboard is only half of what makes it so valuable. The other half is ensuring that the people using it can access it easily and efficiently. 

    This is where Studio Projects, a document management capability in Revu, comes in. After creating and configuring a detailed dashboard in Revu, the most efficient way to make the most out of it is to host it for both internal and external collaborators with ease through Studio Projects.  

    Hosting a project dashboard in Studio allows teams to access corresponding documents from the dashboard without having to leave the Studio environment. This makes accessing often-viewed documents faster since those documents are not hosted in a company’s protected server or other cloud-storage service but in a shared Studio Project.  

    Consider making design a priority  

    Some projects may see a digital dashboard as a simple, easy-to-access portal for a few significant project contributors on a jobsite. Others, meanwhile, may decide to build something expansive for a large build where dozens and dozens of subcontractors are using the tool, oftentimes jumping in at the mid-point of a project.  

    Still, for some general contractors, creating a comprehensive digital dashboard is an opportunity to create a branded experience—not just for the subcontractors collaborating on the project, but the building’s owners and facilities managers after the building is fully operational.  

    These situations might call for a more extensive and thoughtful digital dashboard design using enhanced graphic design and web-development tools.  

    “Larger contractors are definitely going to want to invest in creating something beautiful that’s aesthetically pleasing,” Magallanes said, “because that project dashboard is something that is going to the building’s owner, so it’s something that the owner and their team are going to use and remember.” 

    Smaller contractors, however, may not feel like they need to worry about design if they’re simply looking for something functional. But if the dashboard is going to be viewed by other contractors—or even owners—it might be worthwhile to ensure the dashboard is built with the end-user in mind. If the owner will eventually view it, design might be more critically important; if the dashboard is only for workers in the field, a basic setup may be more acceptable. 

    Keep it simple    

    Above all, don’t be overly concerned with creating an expansive digital dashboard if the team or project doesn’t require it.  

    The goal of a digital dashboard is, after all, to reduce complexity and the amount of time workers spend looking for relevant project files. The less users have to think when using the dashboard, the better.  

    “We’re reducing learning time, we’re reducing the time looking for files,” Magallanes said. “And we’re also just reducing the number of clicks that people have to get through. We’re trying to expedite the information for the right person at the right time.” 

    Program Validation with Spreadsheet Link and Room Family Manager – Part 2

    Posted on by Rikki Kenzhebayeva

    Posted CTC BIM Project Suite White Paper Library –  CTC Software

    End Result

    When the workflow is developed and implemented, the entire special program can be added to the Revit project in a matter of minutes. Design area versus actual modeled area can be compared and analyzed ondemand. Content for each space can be placed per room specifications, whether the families are loaded or not. If layouts change, or if equipment needs to be replaced, the process ca be completed in minutes instead of hours. Any user can utilize this workflow to import the program requirements into their projects, update the models, import the content and finish the design. This process speeds up a task that takes lots of time and removes lots of potential user error.

    Savings/Benefits

    Time savings can be applied to several different aspects of the project. Planners can continue to use Excel to generate the lists needed for the room import, pulling from defined lists of data instead of guessing or looking up the data themselves. They never have to open Revit if they do not want to. The manual, error prone process of reading data from one source, and entering it into another source can be eliminated. This allows the designers and Revit users to focus more on the actual design and layout of the project more than focusing on the data they have been retyping.

    Conclusion Spreadsheet Link and Room Family Manager from the CTC BIM Project Suite can help import the building program and assist with data comparison and with design changes. The process above is intended to be the starting point of a template that can be expanded upon to include additional information, making the process fit the needs of the project and the team. If taken a few steps further, most of the data and content needed can be managed with just a couple of Excel files. Both Revit users and non-Revit users can take part in this process, and still have their designs imprinted on the project.

    Program Validation with Spreadsheet Link and Room Family Manager – Part 1

    Posted on by Rikki Kenzhebayeva

    Posted from CTC BIM Project Suite White Paper Library –  CTC Software

    Issue

    When working on medium to large buildings, how are you managing your program requirements? How are you checking the intended design area? In what way do you capture the number of required elements in a specific space? How can you assist the designer with room layouts and making sure the required equipment is used in the correct space? What happens when the design or the requirements change? Is there a way to compare data and assist with these changes? This session will demonstrate a process that will answer these questions, using tools you may already have at your fingertips: Spreadsheet Link and Room Family Manager. These tools can be powerful assets when establishing building programs.

    Typical Workflow In manual workflows, many architectural firms will use an Excel® spreadsheet containing all the special requirements needed for the building. Occasionally, some firms will have a process to export the data from Revit® and linked directly into this spreadsheet. Most firms will export the room data from their Revit design models, and manually enter the data in their spreadsheets. But what happens on the return side? How this data gets back into Revit almost always is another manual process. There are a handful of Issue When working on medium to large buildings, how are you managing your program requirements? How are you checking the intended design area? In what way do you capture the number of required elements in a specific space? How can you assist the designer with room layouts and making sure the required equipment is used in the correct space? What happens when the design or the requirements change? Is there a way to compare data and assist with these changes? This session will demonstrate a process that will answer these questions, using tools you may already have at your fingertips: Spreadsheet Link and Room Family Manager. These tools can be powerful assets when establishing building programs. Dynamo workflows and paid Revit plugins that are meant for this process specifically, but they either take dedicated professionals to create and maintain, or they cost a lot of money to purchase. Unfortunately, these tools are not commonly used. Then what about the content required to be placed in each space? Often, a designer is reading from the spreadsheet, browsing through their Revit library and manually placing the content into their projects. If the design changes, or the requirements change, it all becomes a manual process, updating both the spreadsheets in Excel, and updating the models in Revit.

    Solution This entire workflow can be simplified by using a couple of tools that many firms already have: Spreadsheet Link and Room Family Manager, both from the CTC BIM Project Suite. A template can be created for the type of project and spaces that are being used, to assist with populating special data obtained in the building program. This data can be pushed into the Revit models, and a back-and-forth design process can begin. For the content to be placed within the rooms, Room Family Manager will help with defining the list of equipment required by each space, and help with populating each space with the defined list, and again another back-and-forth design process can begin.

    Subscribe to SolidCHAT blog for part 2.

    Using Meridian Portal to Streamline Cloud-based Reviews

    Posted on by Rikki Kenzhebayeva

    A typical scenario in today’s work from home reality needs a technical document package to be reviewed by a dedicated team of experts. A document controller accomplishes this by gathering the required hard copies and physically sending them to the appropriate stakeholders around the office using mail.

    This traditional workflow presents some challenges:

    • A resource is required to keep the team on track and to ensure mail delays are controlled, which tends to extend the review process
    • Any feedback made in the late stages of reviews may require more mail transactions, causing delays
    • The team must clearly understand reviewer roles and sign off requirements, or the entire process may slow down due to some people thinking they need to approve things when it is not required.
    • Chasing the hard copies through the mailing process is tough, especially when critical resources are out of the office

    The Digital Approach: Moving your review online for better efficiency

    The Manufacturing sector is quickly moving to digital solutions, especially during this Pandemic. More and more tools are being pushed to the cloud to ensure maximum availability for a home-based workforce and resources in the field.

    The power of cloud-based SaaS Software is coming to light during these challenging times. With less in-house hardware requirements for application, storage, and database management, these solutions allow for more uptime and increased efficiency. The flexibility granted by a fully integrated suite such as Meridian EDMS + Meridian Portal highlights the ease of use of going digital.

    The Meridian suite will provide the following benefits:

    • Full role-based review control throughout the process (Lead Reviewer, Required Reviewer, Optional Reviewer) which will give precise requirements from the Review team
    • Automated workflow-based email notifications to all critical Reviewers to increase visibility and efficiency
    • Cloud-based markups and comments are made on the reviewed technical documents, which are visible to the entire team. Comments are instantly added using the standard conversation reply style and are fully tracked to reduce any bottlenecks

    Engineering document management solutions like Accruent’s Meridian Portal assist engineering teams, and project managers streamline day to day operations by optimizing document reviews and the conversation around them. Online reviews provide instant access to a single source of truth without relying on traditional hard copy prints and packages.

    To learn more about Meridian Portal and how it can help your team, please contact the SolidCAD Meridian team.

    Autodesk Desktop Connector and Sheet Sets

    Posted on by Rikki Kenzhebayeva

    An update to the Desktop Connector as made available on August 11, 2020.  Here is the relevant Autodesk document.

    If you’re a Sheet Set user who also uses BIM 360, this update is for you.  In addition to other resolved issues, the main feature in this update is that Sheet Set DST files are now recognized.  When a DST file is uploaded via the Desktop Connector, any drawings contained therein and their references are all uploaded.  When a DST is opened in AutoCAD, drawings will be synchronized locally.

    AutoCAD 2021.1 Update

    Posted on by Rikki Kenzhebayeva

    Autodesk has released the first update for AutoCAD 2021.  Find official documentation here.  Here are some highlights:

    • Blocks palette:
        • There is a new Favorites tab.
        • Block can be copied from other tabs to the new Favorites tab.
        • Blocks synchronized in the cloud can become accessible across multiple devices.
        • You can better manage your synchronization settings in the Blocks palette now.
        • Insert a DWG into the current file without it being added to the Libraries tab.
        • New variable and setting in Options: BLOCKSYNCFOLDER – Sets the path where the recent and favorite blocks are stored.
    • In the AutoCAD web app, click Open in Desktop to open the drawing in AutoCAD or AutoCAD LT desktop.  A plug-in must be installed.