Create Issues in Design Collaboration

You can create issues on 2D sheets and documents, and 3D views, from either your team's work in progress (WIP) content, consumed packages, or the project model.

Project administrators control permissions to view, create, and edit issues from settings in the Issues tool in Docs. See Issue Permissions in the Docs help for more details.

• Create an Issue
  • Place Issue and Create Thumbnail
    • Create thumbnails for existing issues
  • Add Markups to Issue Thumbnail
  • Update Markups on Issue Thumbnail
• Edit Issue Details
• Public and Private Issues

Create an Issue

1. Use the Home tool to open a sheet, document, or view from the list, open the project model, or explore a package from the timeline.

   Note: Creating issues on 2D sheets and 3D views links the issue to that specific view or sheet. Creating issues on the project model links that issue to the master model.

2. From the toolbar on the left, click the Issues icon .

   Tip: When working on 2D sheets and documents in the viewer, you can add markups directly. When you add an issue to a model or 3D view, this will take a thumbnail including the pushpin and you can add markups to the thumbnail.

3. Click the Issues icon in the right toolbar in the viewer, select the Types or Templates tab, and then select an issue type or template from the list.

   

Place Issue and Create Thumbnail

When you place an issue on a model, this will create a thumbnail which includes the issue pushpin.

1. Click the relevant place on the model to place the issue pushpin. This will be published automatically.

   Note: If multiple models are open in the viewer, the issue will be associated with the model where the pushpin is placed. In Build and Docs, the Placement field of the issue will refer to that model file. We recommend placing the pushpin on the model that needs to be modified.

   The new issue thumbnail will display in the issues Details tab. You can click the thumbnail to open the full size version.

   

   Important: The issue thumbnail feature is not supported in Navisworks.

Create thumbnails for existing issues

You can create thumbnails for issues which were previously created without thumbnails.

1. Click the relevant existing issue pushpin, or click the issues icon in the viewer and click the relevant issue.

2. Click the Take issue thumbnail icon.

   

   This thumbnail will match the perspective of the issue at the time it was created. If you've changed the camera angle or zoomed the perspective, the viewer will revert to the default position at the time of issue creation and then take the thumbnail.

   Once the thumbnail is created, you can add markups.

Add Markups to Issue Thumbnail

To add markups to an issue thumbnail:

1. Click the pen icon in the lower left corner of the issue thumbnail to activate markup mode.

2. Select a tool from the markup toolbar on the right and start creating your markups.

   Note: The photos, issues, and measurement feature markups are not included in the markups toolbar.

3. Edit, duplicate, or delete the markups as required.

4. Click Save thumbnail when you have finished.

   

   Note: Markups cannot be edited after you've saved the thumbnail.

   The thumbnail will now display the issue pushpin and the added markups.

   

Update Markups on Issue Thumbnail

To update markups on an issue thumbnail, you need to retake the thumbnail. This will reset the thumbnail to the original perspective at time of issue creation, and also discard all markups previously added to the thumbnail.

1. Click the camera icon in the lower left corner of the issue thumbnail.

2. Click Take new thumbnail.

   

   The new thumbnail will display in the original viewer perspective that was captured at the time the issue was created.

   

3. Click the pen icon to add new markups.

4. Click Save thumbnail when you have finished.

Edit Issue Details

After you've placed your issue and added markups to the issue thumbnail as required, you need to edit the issue details.

The Details tab displays issue fields which vary depending on the issue settings configured by your project administrator in Docs, and can include:

• Required fields.
• Default fields.
• Custom fields.

Required fields:

• Title - Enter a title for your issue. You can search for issues based on their title in the Issues tool.

• Status - Choose from the available statuses in the drop-down menu. Project administrators can configure what statuses are available in the Issue Statuses settings.

  Note: The default status for issues in Design Collaboration is Open. However if an issue will be created in Draft status if it has required fields that are not completed.

• Type - Select an issue type. The types are organized under categories. Project administrators can configure categories and types in the Issue Types settings.

  Note: If any fields are hidden for the selected type, you may not see some of these default fields. Learn more about hidden fields.

  Other fields may also be required based on your project’s issue field settings. These fields are marked with an asterisk.

Default (optional) fields:

• Description

• Assigned to: Select a member, role, or company, or type a name to filter the list of options. Assignees will receive an email notification with a link to the issue.

  Note: When you assign an issue to a member, they are also automatically added as a watcher.

• Watchers: Add team members who should be aware of the issue, but are not expected to contribute to its resolution. Learn more about watchers.

• Location: Select a location from the drop-down list. If a project administrator has mapped areas of the model to locations, the location field is populated automatically when a pushpin is placed in that area. Learn more about Locations.

• Location details: Add any additional identifying information for your issue.

• Placement: This field shows the name of the file that the issue has been placed on.

  Note: If you click remove , the issue is removed from the file and from the Issues tool in Design Collaboration. The issue is still visible in Docs and can be placed on another file or sheet, or deleted.

• Due date

• Start date

• Root cause: Select a root cause. Project administrators can configure root causes in the Root causes settings.

Custom fields:

Any custom fields will appear below the Root cause field.

• Attachments - Attach non-ACC files to issues. Either drag and drop files or screenshots into the upload area, or browse your computer to select single or multiple files. See Issues References and Attachments for more information.

• References - Add references including other issues, photos, files, sheets, schedules, RFIs, assets, submittals, PCOs, and forms.

• Comments: Add comments related to the issue. Use @ to mention a specific member, role, or company.

  Note: Only project members with access to the document or model's folder can add comments to a related issue. The issue assignee can see all comments.

The newly created issue appears in the list in the Issues panel on the left. It can also be viewed in the Issues tool in both Design Collaboration and Docs.

Public and Private Issues

Issues are classified as either public or private depending on the shared status of the associated document, and the originator of the issue.

The following table details the different scenarios for creating issues, and whether the issue is public or private by default.