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PL2731Get the foundations right before you start buildingAdam PeterCustomer Success Engineer - Autodesk

© 2012 Autodesk

Class Summary

This class will provide a refresher on the capabilities of Vault Collaboration AEC, then explain how to gather the information needed for configuring Vault so it meets project needs. I will explain how to translate these requirements into an executable plan for configuring Vault. Finally, you will learn how to execute this plan and fine tune as needed.

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Learning Objectives

At the end of this class, you will be able to: Understand the capabilities of Autodesk Vault AEC for managing projects How to approach and plan for AEC project requirements Translate project requirements into an actionable plan for configuring

Vault

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Vault Collaboration AEC CapabilitiesWhat does Vault do?

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Workflow – Lifecycles

Milestones - Revisions

Metadata - Properties

Collaboration – Internal / External

4 Areas of Focus

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The predefined workflow a company uses to track the status of a document.

As a product is conceived, defined, designed, revised and constructed, it will progress through various stages that are specific to a particular company

WORK IN PROGRESS

FOR REVIEW ARCHIVEDAPPROVED

LIFECYCLES

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WORK IN PROGRESS

FOR REVIEW ARCHIVEDAPPROVED

Dan (Designer) Can only move it to “For Review” Must have “Drawn By” filled out Property Sync and New DWF created when moved to

“For Review” Locked once moved to “For Review”

Mike (Manager) Edit Access Must have “approved by” filled out Can send forward or backward

Lifecycle Workflow

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A collection of versions with a common label representing the work done to complete a desired milestone.

REVISIONS

Conceptual Design

30% DELIVERY

60% DELIVERY

90% DELIVERY

100% DELIVERY

ISSUED FOR BID

BIDDING(Addendums)R1, R2, Rn

CONSTRUCTION(Request for Information, Work Change Directives, Change Orders)

Rn+1, Rn+2, Rn+

CCR DRAWINGS

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System properties Built in Cannot change One way mapping

User Defined Properties (UDP) You create Editable Can map to file properties

PROPERTY MANAGEMENT

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Internal Database tracks status Feedback through Icons Interact through

Thick client Design Application Web Client

External Project Sync to Buzzsaw Interact through

Thick client Design Application Web client Mobile

COLLABORATION

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Live Example

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Project RequirementsWhat do we do?

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Example of Project Phases

Schematic Design Design Development Contract Documents BID Documents Construction Operation & Maintenance

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Schematic Design

Early Stages Sketches E-mail No project number

Design Development

Preliminary Design Project Number Designers / Engineers Internal approvals

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Contract Documents

Finalizing for BID Designers / Engineers Multiple disciplines Detailed design Internal / External

Collaboration

BID

External Access to files RFIs E-mails Revisions

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Construction

Access required by subs Details required Real time issues to

resolve

Operation & Maintenance

Access to historical Data Searchable Metadata changes

required

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Vault Action planWhat to do?

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Assessing Workflow

MechanicalEngineer Manager

ArchitecturalEngineer

Read-only

Read

-onl

y

Contractor

Submit for BIDSubmit for Approval

PDF/DWF

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LIFECYCLES Conceptual Internal Reference

Department Review

Approved for BID

USER GROUPS Read/WriteMechanical

No AccessArchitecturalElectricalStructural

Read/WriteMechanical

Read-OnlyArchitecturalElectricalStructural

Read-OnlyMechanicalArchitecturalElectricalStructuralManager

Read-OnlyMechanicalArchitecturalElectricalStructuralManager

TRANSITIONSMechanical Mechanical

Manager Manager

REVISIONS A A A B

Translating to Vault…

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Examples of User Defined Properties

Project Name Owner Contractors / Subs Project Address Project Number Building Number Drawn by Approved by Discipline

Floor Number Sheet Number Manufacturer Category Received Date

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Who Design Team Multiple Disciplines Project Managers Other stakeholders

What Level of Access

Modify Read/View only Reference Review

Where Internal External

COLLABORATION

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Live Example

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Visio for mapping process Re-use content when possible Take advantage of tools that exist

SDK (Free) Lifecycle Event Editor

Vault Add-on (Autodesk direct) E-Mail Notification Clone Structure

Blogs (Free) Just ones and Zeros

Watch Folder Autodesk App Exchange (Free)

AutoProperties

Tips and Tricks

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Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates 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. © 2012 Autodesk, Inc. All rights reserved.