BIM 360 Field Reports: Suggested Report Settings
BIM 360 Field Reports: Suggested Report Settings
There
are two reports that have been found to be of benefit to the project teams:
1. A
report generated daily that sends all of the new issues that were created the
previous day. To do this adjust the
following settings:
A. Group the report by the
Location –
This will make it easy to keep all issues in a particular location together in
the report
B. Sort by Company then ID – This will create the full
report in an organized manner
C. Include issues with a Date
Created
D. During the timeframe of
yesterday
E. Be
sure to select Saturday and Sunday if you are working on Friday and Saturday so
that the report provides the new issues found on the previous days
F. Select
all the related issue types
G. Select
the issue statuses you’d like to be
included
H. Show attachments after each
item
I. Select
the Pushpins setting Pins per issue
An
example of this report is below:
1. The
Location of the issue is identified
at the top of the report
2. The
Issue ID, Description, Location details,
Status, Company, Type of issue, date created and date due are all displayed
at the top of the report
3. A
plan view with a pin of the issue
location is shown if a pin is created by the issue creator
4. The
issue status bar shows what colors
represent that issues status
5. Any
attachments will show up here
2. A
report that is emailed out once a week with all of the subcontractors current
open issues gives them a recap of all of their open issues
A. Group
the report by Company (with Location
details) – This will make it easy to keep all issues for a particular
company and in a specific location organized
B. Start a new page – When the
company changes
C. Sort
by date updated then ID
D. Include
issues with a Date Created during
the timeframe of ALL
E. Select
the day and time you would like the
issue list to be sent
F. Select
all the related issue types
G. Select
the issue statuses you’d like to be
included
H. Show attachments after each
item
I. Select
the Pushpins setting Pins per group
An example of this report is
below:
Pitfall
Alerts!
1. If you
have multiple users, they must sync up
before the report’s scheduled
delivery, or that information will not be issued.
2. Any
errors in
assignments, print areas, etc. must be corrected prior to sync or delivery,
otherwise the report
will be issued with
the errors intact.
Final Tips:
1. One individual be responsible to prepare and issue scheduled reports to minimize duplication of effort and prevent
inundation of the receiving
parties with e-mail transmissions.
2. At the
bottom of the Autodesk
page there is a link to Support
and Training for tutorials
and other resources. You can also submit a ticket
for help if you need to
do so.