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Friday, March 20, 2020

Autodesk BIM 360 Design Set Up Tips & Tricks

In light of Autodesk's announcement yesterday to make BIM 360 Design free through May to help AEC firms through the COVID-19 pandemic, I wanted to gather up my posts on this topic to help others get up to speed.

At LHB, we made the move to BIM 360 Design, for all Revit projects, about a year ago. This includes Architecture, Interior Design, Mechanical, Electrical, Plumbing and some Landscape Architecture. The posts below are all things I wish I knew from day one!

I also included a guest post from my friend Mike Matheny, at BKV Group, who has been doing BIM 360 Design longer and with twice as many staff! Here is his personal cellphone number in case you have any questions 651-430-XXXX - just kidding, Mike! (but I have it;))

Keep reading to learn more...

Be sure to do the following in preparation for setting up Revit projects in BIM 360 Design; this can be done while you are waiting for your entitlements.

Preparation steps:

  • Upgrade projects; I recommend only using Revit 2019 or 2020
  • Apply all updates to Revit; especially Revit 2020
    • Get updates from Autodesk Desktop App or the account admin portal
  • Install Desktop Connector; this is not optional
  • Create user accounts in your account admin portal
  • Inform staff they will get an email and to finish creating their account
    • To keep things simple, they should only use their work email address
  • Staff now can open Revit and sign in via the option in the upper right
 Once the entitlements are available:
  • Account Admin Portal  https://manage.autodesk.com/
    • Assign BIM 360 Design entitlement to each user
  • BIM 360 Design https://admin.b360.autodesk.com 
    • Account Admin area (opens here by default)
    • Create your company
    • Create your members; assign company and role
      • For now, keep it simple and assign everyone Architect or Engineer
Update: Per this FAQ on the free access program, it sounds like you don't have to assign the BIM 360 Design entitlement within the Autodesk Account manager. When you sign up for the trial, you can invite as many people as you want and they all get the entitlement assigned automatically via BIM 360 in the browser.
The final step is to create projects in BIM 360 and add members. You also need to assign permissions to the folders within Document Management for the project; if you assign rights based on company you can add users later an not have to do anything with permissions.

Update: Check out my detailed 18 minute YouTube video showing all of these steps:



Here is a list of the blog posts on BIM 360 Design on this blog. Please ask questions in the comments and I will try to answer or write a post about it. Any new posts will be updated in this list.

Good luck!

Related posts:




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