Create and manage issues related to 2D projects and 3D models, at a document or project level.
Issues are used by teams to identify and communicate areas of concern or improvement with project documents or models. You can work with issues in BIM 360 alone, or collaborate using the Navisworks Coordination Issues Add-In.
Within the Project Admin module, project administrators can create issues types and sub-types, custom attributes, manage email notifications, and control issue permissions. For more information, see Issues, or the Issues FAQs topic.
View the list of all issues in a project.
In Document Management, click Issues.
The list of all issues available in a project is displayed.
To apply a filter to display a subset of issues, from the Filter drop-down list select one or more filter criteria.
To sort project-level issues, click the column title.
Click a row containing an issue to view issue details, attachments, and activity associated with the issue.
View the list of issues associated with a document or a model.
Open a 2D document or 3D model and select Issues . Optionally, on the home page, in the toolbar, select Issues .
The list of all issues available in a document or a model is displayed.
To apply a filter to display a subset of issues, from the Filter drop-down list select one or more filter criteria, and then click Apply.
To change the order of the issues in the list, from the Sort drop-down select the desired sorting criteria. The sort order can be one of the following:
Click an issue to view its details, attachments, and activity associated with the issue.
In addition to document-based issues, you can also create issues that aren't associated with a specific location, but with a project.
On the Document Management header, click Issues. The project-level issues list is displayed.
At the top right, click Create Issue.
Specify the issue type, status, and enter a title.
You can optionally add a description and a linked document, and specify the assignee, due date, location, location details, the owner, and a root cause. You can also select Create another to create another issue.
By default, the status of a newly created issue is set to Open.
Click Create.
Open a 2D document or 3D model and select Issues .
At the bottom left of the Issues panel, click Create Issue.
Click a location to place the issue push pin. A push pin represents an issue. Drag the push pin to where you want to place it.
Specify the issue type, status, and enter a title.
You can optionally add a description and specify the assignee, due date, location, location details, the owner, and a root cause.
By default, the status of a newly created issue is set to Open.
Click Create.
Edit project-level and document-level issues according to your needs.
Click a project-level or document-level issue to open it for editing.
To change the issue status, from the Status drop-down select the desired status.
On the Details tab, edit the assignee and due date.
On the Attachments tab, add the desired files to an issue.
On the Activity tab, enter a comment you want to add to an issue, and click Send.
You can export a complete list of project issues in PDF, or CSV format for offline review.
In Document Management, click Issues Export PDF report/CSV report.
If you select PDF, you can optionally edit the Report Title and add a message.
Click Create Report. The report will be emailed to you.
If you select CSV, you can open the exported spreadsheet in your Downloads browser bar.