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OpenSpace: Autodesk RFIs and Issues - Field Note Integration
OpenSpace: Autodesk RFIs and Issues - Field Note Integration
Updated over 10 months ago

OpenSpace supports Field Note Integration with Autodesk Construction Cloud (ACC). The ACC platform includes Autodesk Build which combines the best of PlanGrid and BIM 360 with new functionality to create a comprehensive field solution. Autodesk Build provides a toolset for managing, sharing, and accessing project documents to streamline workflows between the field and project teams. The quality and safety of the project is tracked using Issues and RFIs for the flow of information in the project.

Note - ACC RFI Integration is currently in Beta. Please contact Support or your CSM to enable the feature.

Permissions

In order to use the Field Notes Integration with BIM 360/Autodesk Build, you need the following permission types:

Integrating Field Notes to RFIs and Issues:

  1. Project Admin -> Members: Assigned Docs and Build products (Support Article)

  2. RFIs -> Settings -> Permissions: Assigned Creator or Manager workflow role (Support Article)

  3. Issues -> Settings -> Permissions: Assigned Create for other companies role above permissions recommended (Support Article)

  4. Docs -> Project Files Folder (Or just OpenSpace Images Folder) -> Permission settings: Assigned Create "View + Download + Publish markups + Upload" permission level (Support Article)

  5. Document Management -> Project Files Folder (Or just OpenSpace Images Folder) -> Permission settings: Assigned "View+Download+Upload" permission level(Support Article)

Prerequisite - Install the OpenSpace App and Link Projects

  • First, make sure the OpenSpace app is installed in whichever Orgs in Autodesk that you would like to use this integration for. You can install the app from this link.

  • Then, login to OpenSpace using the Autodesk login option. The Autodesk Login functionality allows logging in via to Autodesk Build and BIM 360.

  • Navigate to Project Settings -> Integrations to link the project; Select "Autodesk Construction Cloud."

  • From the drop down, select the Project to export the Field Note Information to.

  • Once the Project is linked, you have the option to View Project in Autodesk Construction Cloud to verify you have linked the correct project.

Generating an Issue or RFI

  • Login to OpenSpace through Autodesk SSO option. The Autodesk Login functionality allows logging into Autodesk Build and BIM 360.

  • Navigate to Project Settings -> Integrations to link the ACC Project; Select "Autodesk Construction Cloud."

  • From the drop-down, select the Project to export the Field Note information.

  • Once the Project is linked, you have the option to View Project in Autodesk Construction Cloud.

  • Navigate to your project: and click on the Field Notes icon in the left menu.

  • Select your Field Note from the list.

Note: If you don't have any Field Notes, you can create one in the 360 viewer by clicking the Field Notes icon in the left menu. You must save the Field Note, then click the Field Notes icon in the left menu to generate an RFI or Issue.

  • Click on the Autodesk icon at the top.

Create a New Issue/RFI or Link to Existing Issue/RFI

A prompt will then appear giving you the option of creating a new RFI or Issue in Autodesk Build. Alternatively, you can link to an existing RFI or Issue to attach a photo and a PDF of the exact floor plan location to provide rich context to the RFI or Issue.

When creating a new Issue or RFI, complete the fields—this is the information that will appear in Autodesk Build.

Once you complete the form, you will see the Field Note is linked to an Autodesk Build Issue or RFI:

  • Once linked, you can "View Issue or RFI in Autodesk" or "Unlink" the linked Issue or RFI.

OpenSpace Attachments in Autodesk Construction Cloud

By using OpenSpace to generate Issues or RFIs, rich visual context and the location on the floor plans are included automatically as attachments:


If you have any additional questions please reach out to the OpenSpace Support team at support@openspace.ai.

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