Information Registry
- Getting Started with the Information Registry
- Creating a Project Information Registry
- Deleting a Single Registry
- Deleting Multiple Registries
- Creating Records
- Creating Milestones
- Changing Milestone Due Date
- Delete a Single Milestone
- Delete Multiple Milestones
- Adding Records to Milestones
- Updating Work Units
- Navigating the Information Registry
- Milestone List
- Work Units
- Information Registry Terminology
- Record References
- Project Information Registry Templates
Getting Started with the Information Registry
Learn how to get started using your Information Registry.
Creating a Project Information Registry
To create a new Project Information Registry, , first verify in your Projects List that the Registry column has not already and Open button in it. If it is not yet set, select the Project in the list and then click the button. A pop-up window will appear. Select a template (see Project Templates section for more information) Then select Create.
The Projects List should be updated with the new active registry, which you can now open. For more information, refer to the Opening a Project Information Registry section.
Deleting a Single Registry
- Select the Registry from the list.
- In the Details pane, click the
button.
- Confirm deletion in the pop-up dialog.
Deleted registries persist in the database but are inaccessible to users.
Deleting Multiple Registries
- Select the Registries from the list.
- Click on the Delete (n) button that appears in tool bar, the Delete Items pop-up appears.
- Click on Delete.
Creating Records
You can create a new record in three ways:
: This appends a placeholder item in the Records list.
: This lets you download a template in a Microsoft Excel file that defines the attributes necessary to create the records in bulk and move legacy data from external sources to the Service. If extra columns are populated, these will be used as custom attributes for the records and will appear in the dedicated section in the right panel.
: This allows the use the files in the Autodesk Construction cloud project to create the records and assign the reference in one operation. The modal supports the selection of multiple references from the Tree View, as well as a free text search that shows a flatten list of files where the name is a partial match of the search text.
From there, select the record and, in the Info Pane to the right, add relevant information, including:
- Name: The name of the Record as defined by the user. Click the
icon to update the Record name.
- Description: The detailed description of the Record as defined by the user. Click the
icon to update the description.
- Reference: A Record can have only a Reference back to files that are stored in the project within Autodesk Construction Cloud. To add a reference, click the Ref tab navigation in the Info Pane, see the Adding References to Records section.
Some properties cannot be added to the record on their own. Here is more information about how other record properties are defined:
- Identifying Milestones: To identify milestones for a particular record, you will need to manage this in the Milestones display. For more information, see the Creating Milestones section.
- Estimating Effort: To identify estimated effort for a particular record, you will need to manage this in the Work Units display. For more information, see the Updating Work Units section.
Changing Record Text Attributes
You can change the Record text attributes (Name, Description, Custom Attributes, etc.) after its creation.
- Select a Record from the list.
- In the Info pane on the right, click on the
icon to edit the attribute value; the field enters edit mode.
- Enter a new value.
- If the value has changed, the Save icon
will turn blue.
- Press the Save icon to assign the new value or press the
icon to cancel; the field will go back to view mode.
Adding References to Records
Records can have references back to files that are stored in the project within Autodesk Construction Cloud. To add a reference to a record:
- Select the record from the list.
- Click on the Ref tab in the Details pane on the right.
- Click Link Reference
- In the pop-up window, navigate through the project’s folder structure or use the Search field, select the file you need, and click Link.
If the Override Record Name toggle is on, the Record name will change to match the Reference name including the extension.
The reference should now be visible under the Ref pane.
![edit icon](https://help.autodesk.com/cloudhelp/ENU/IIS-Help/images/Editing%20icon.png)
Remove References from Records
To remove a reference from a record:
- Select the Record from the list.
- In the Info pane on the right, click on the Ref tab.
- Click on the
button; the Unlink Reference pop-up appears.
- Click Unlink. The right panel resets, and the Record table shows the Has Reference column as false.
Delete a Single Record
To remove a record:
- Select the Record from the list.
- In the Info pane, click on the
button; the Delete item pop-up appears.
- Click Delete.
Delete Multiple Records
To remove multiple records:
- Select the Records from the list.
- Click on the Delete (n) button that appears in the toolbar; the Delete Items pop-up appears.
- Click Delete.
Creating Milestones
To Create a New Milestone
- Click the Milestones button in the tab navigation.
- Once the milestones are displayed (if any exist), click the
button. A Create Milestone pop-up window will appear.
- From there, you can:
- Add a description of the Milestone.
- Select the type of regional BIM standard being applied to the project in a dropdown menu; see the Milestone Regional BIM Standards section for more information.
- Create a due date for the expected completion of the milestone.
- Once the information is filled out, click the Create button at the bottom of the pop-up window. The milestone should now appear in the list.
Changing Milestone Text Attributes
You can change the Milestone text attributes (Name, Description, Custom Attributes, etc.) after its creation.
- Select a Milestone from the list.
- In the Details pane on the right, click on the
icon to edit the attribute value; the field enters edit mode.
- Enter a new value.
- If the value has changed, the Save icon
will turn blue.
- Press the Save icon to assign the new value or press the
icon to cancel; the field will return to view mode.
Changing Milestone Status
You can change the Milestone Status to reflect the work happening on the project.
- Select a Milestone from the list.
- In the Details pane on the right, select the Status drop-down menu to change the Milestone Status.
Changing Milestone Due Date
You can change the Milestone due date after its creation.
- Select a Milestone from the list.
- In the Details pane on the right, click on the
icon to edit the Due Date value; the field enters edit mode.
- Click on the
icon to open a calendar widget and select the new due date.
- If the value has changed, the Save icon
will turn blue.
- Press the Save icon to assign the new date or press the
icon to cancel; the field will return to view mode.
Delete a Single Milestone
To remove a milestone:
- Select the Milestone from the list.
- In the Details pane, click on the
button; the Delete Item pop-up appears.
- Click Delete.
Delete Multiple Milestones
To remove multiple milestones:
- Select the Milestones from the list.
- Click on the Delete (n) button that appears in the toolbar; the Delete Items pop-up appears.
- Click Delete.
Adding Records to Milestones
You can add a record to a single or multiple milestones as needed.
- Click on Milestones in the tab navigation.
- Select a Milestone from the list.
- In the Details pane on the right, select the Records tab and click Manage Records. A pop-up window will appear.
- Select the Default Target for bulk selection. (For more information, see the BIM Standard Targets section.)
- Choose the Records you want to add to the milestone. Double-click on the target value for a selected record to open a drop-down menu that allows you to specify a different target for more granular control.
- Click Apply.
- Click on Record in the tab navigation.
- Select a Record from the list.
- In the Info pane on the right, select the Milestones tab. A table with the Milestones assigned to the Record will appear, displaying the Milestone Name, Status, Due Date, Record Target, and Progress within that Milestone.
Updating Work Units
To manage work units for records in the registry, click on Work Units in the tab navigation. To access the work unit list, select the related milestone from the dropdown menu.
From there, select a record and, in the Details pane to the right, edit relevant information, including:
- Owner—Use the dropdown menu to select the record owner. The owner can be a company or an individual member defined in the Autodesk Construction Cloud project.
- **Estimated Effort (hours)**—Click the
icon to update the estimated effort.
- **Actual Effort (hours)**—Click the
icon to update the actual effort.
- Progress—The percentage complete of the record; click the
icon to update the progress.
- Started—Identifies whether the work for the Record has begun. Click the switch button to turn on/off. If there is a valid reference associated with the Record, switching to "on" captures the version of the reference at the start of the work unit. For more information on references, see the Record References section.
- Closed—Identifies whether the record is closed. Click the switch button to turn on/off. If there is a valid reference associated with the record, switching to "on" captures the reference version when the work unit is closed.
- Issues Flag—This is a color-based badge that cannot be modified. If there is at least one issue, the badge is amber; otherwise, it is green. It captures the work unit’s progress based on the following checklist within the system:
- Is a reference included in the record?
- Is the reference still available within Autodesk Construction Cloud?
- Has the reference version assigned to the record changed?
- Is there an owner assigned to the record?
- What is the estimated effort and actual effort remaining in the record?
- Has the milestone been started? Is it still open? Has it been closed?
- Is the work unit complete before the milestone has closed?
- Is the reference version at the start different from the version at the end?
As the work units are updated for each record throughout the project’s duration, the activity log in the Details pane will show a list of user actions or system events, helping to track and review what has happened over time.
Navigating the Information Registry
Learn to navigate between projects, records, milestones, and work units available in the Information Registry.
Project List
The project list shows all the projects you have access to. This includes both Autodesk Construction Cloud and BIM 360 projects.
The project list will display once you sign into IIS by clicking on the My Projects tab on the Information Registry page. To open a project, select it from the tabular display. In this display, you can see:
Column Name | Value |
---|---|
Account | The Autodesk Construction Cloud hub |
Location | The project location defined in Autodesk Construction Cloud |
Project Name | The name of the project in Autodesk Construction Cloud |
Project Active | ACC status of the project |
Companies | The number of companies defined in the project via Autodesk Construction Cloud |
Members | The number of members in the project |
Registry | Open existing Information Registries. For more information on creating an Information Registry for a project, see the Creating a Project Information Registry section. |
Opening a Project Information Registry
After selecting a project, the Details pane will update with project details, recommendations, and an activity log in separate tabs.
Click Open Registry to open the Information Registry for that project.
Alternatively, click on the Open button directly in the project row in the Registry column. Once the registry is open, you will be directed to another page with tab navigation, giving you access to the registry’s milestones, records, and work units.
Navigating via Breadcrumbs
Use the breadcrumbs in the top left corner of the interface to navigate multiple accounts and information registries.
- Clicking on Home will take you back to the Projects list.
- Clicking on the Account Name opens a drop-down selector for the accounts you have access to.
- Clicking on the Project Name opens a drop-down selector for the projects within the selected account. Projects with an Information Registry are identified by a checkmark icon.
Record List
The record list shows all available records for the project you selected in a tabular display.
To access the record list, click the Records button in the tab navigation. In this display, you can see:
Column Name | Value |
---|---|
Name | The name of the Record as defined by the user |
Has Reference | Whether the record has references back to files in Autodesk Construction Cloud. For more details, see the Record References section. |
Estimated Effort (Hours) | The sum of the estimated effort of the work units associated with the record in active milestones |
Actual Effort (Hours) | The sum of the actual effort of the work units associated with the record in active milestones |
Progress | The average progress of the work units associated with the record in active milestones |
When you select a record, the Details pane will update with details and activities related to that record, including:
- Information Tab: Editable description of the record.
- References Tab: Reference file from Autodesk Construction Cloud attached to the record (if applicable).
- Milestones Tab: Shows milestones the record is part of, including status and progress.
- Activity Log Tab: Tracks user actions or system events over time.
Milestone List
The milestone list shows all milestones defined to serve as checkpoints and helps track project progress. Milestones are viewed in a tabular display.
To access the milestone list, click the Milestones button in the tab navigation. In this display, you can see:
Column Name | Value |
---|---|
Name | The name of the Milestone as defined by the user |
Status | The current status of the Milestone |
Description | Editable description of the Milestone |
Due Date | Editable due date of the Milestone |
Estimated Effort (Hours) | Sum of the estimated effort of the work units in the milestone |
Actual Effort (Hours) | Sum of the actual effort of the work units in the milestone |
Progress | The average progress value of the work units in the milestone |
When you select a milestone, the Details pane will update with related information, including:
- Details Tab: Type, Status, Description, and Due Date (all editable).
- Records Tab: Tabular display of the records associated with the milestone.
- Activity Log Tab: Tracks user actions or system events.
Work Units
Work units track the time allotted and used to complete a record. The work units display allows a user to compare estimated vs. actual effort, identify the record owner, and monitor progress.
To access the work units list, click the Work Units button in the tab navigation and select a related milestone from the dropdown menu. Once a milestone has been selected, the work units tabular display will appear. In this display, you can see:
Column Name | Value |
---|---|
Record | The name of the record |
Target | The target phase of the work units |
Owner | The record owner, either an individual or a company |
Due Date | The record’s due date |
Estimated Effort (Hours) | The expected hours allotted to the record |
Actual Effort (Hours) | The current hours worked over time |
Progress | The percentage completion of the record |
When you select a work unit, the Details pane will update with related information, including:
- Details Tab: Owner, Estimated Effort, Actual Effort, Progress, Started/Closed status, and Issue Flag.
- Activity Log Tab: Tracks user actions or system events over time.
For more details, see the Updating Work Units section.
Information Registry Terminology
Milestone Regional BIM Standards
With the Information Registry, you can apply common types of BIM Standards to your milestones. Current BIM Standards available include:
- AIA
- ISO 19650
- NBIMS-US
BIM Standard Targets
A target represents the state of a record’s level of information according to the Regional BIM Standard chosen with the milestone type (e.g., ISO 19650, AIA, NBIMS-US). Once a milestone has a standard selected, you can identify the target phase a record corresponds to for that particular milestone.
Regional BIM Standard Targets
NBIMS-US
US National BIM Standard v3
- Inception Phase: Establishing the project vision and means to satisfy the client’s business or public service requirements, including site selection, planning considerations, timeline establishment, and budget identification.
- Conceptualization Phase: Identifying major design ideas aligned with programmatic objectives, facility performance, and activity parameters.
- Criteria Definition Phase: Refining schematic diagrams of the project elements, establishing spatial and element criteria as the basis of design.
- Design Phase: Developing technical solutions to satisfy project requirements and completing initial documentation.
- Coordination Phase: Integrating constructability evaluations to develop spaces, elements, and materials necessary for execution.
- Implementation Phase: Executing the coordinated design through construction planning, prefabrication, and fieldwork.
- Handover Phase: Transferring project knowledge, conducting inspections, and ensuring design/performance criteria are met.
- Operations Phase: Facility management, renovation, or reconditioning activities during the facility lifecycle.
- Closure Phase: Facility closure, demolition, sale, or similar actions when the facility no longer meets the owner’s needs.
ISO 19650
International Organization for Standardization Stages and their descriptions:
- S0: Initial stage for work in progress, not suitable for sharing outside the task team.
- A0, B0: Authorizations or partial acceptances for Stage 0 tasks.
- S1–S7: Progression stages from coordination (S1) to handover (S7), each with specific purposes like commenting, review, or approval.
- CR: Final authorization and acceptance stage.
AIA
Architects Institute of America Phases of design and construction:
- Predesign: Determining the scope of work.
- Schematic Design: Developing the basic asset form.
- Design Development: Refining design options into one proposal.
- Building Permit: Submitting for a permit to authorities.
- Issue for Construction: Finalizing detailed design specifications.
- Bidding: Identifying the contractor for the work.
- Construction Administration: Ensuring construction aligns with design specifications.
Record References
Records in the Information Registry can be linked to models or files within Autodesk Construction Cloud. This connection clarifies the scope of the record. Once a reference is added, it becomes accessible via the Details pane when selecting the record. For more details, see the Adding References to Records section.
Project Information Registry Templates
Templates control the objects used in the Information Registry, including:
- Custom Attributes: Assigned to records, milestones, and work units to enable data-centric workflows.
- Target Sets: Predefined values that specify the level of development of artifacts, aligning with standards like ISO 19650.
- Milestone Types: Define the purpose of work increments, aiding project workflow alignment.
Let me know if additional enhancements or clarifications are required!
For a list of known issues and troubleshooting tips, refer to Known Issues.