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Project Settings



General Settings

On the right side of the page are the GENERAL SETTINGS. Here we set the default due date, default issue color attribute and the mandatory issue attributes. We recommend setting Assigned to and Priority in the Issue Mandatory Attributes field. To do this, or make any other modifications, click the pencil button at the end of the row and select the desired criteria.

These settings will be available for customization at any point in the project.

Issue Attributes

The attributes in the project settings are reflective and definitive of your actual project. They are usually defined in a BIM execution plan prior to project commencement. With the exception of the disciplines attribute, all issues can have one attribute associated to it.

Zones

The zones of your project are user defined and color coded. The naming convention of your zone will depend on your project. For a high-rise type building you may use each level/floor as a zone. For a project with multiple buildings you may want to create a zone for each individual building. When you add a zone, by clicking the button in the top right corner you give it a name, select its color, and you have the option of setting it as default. This automatically places this zone into an issue being created.

Phases

Create multiple phases within your project by clicking the + Add Phase button in the top right corner. Phases define the stage in which that issue is found or will occur.

Status

Add additional statuses to your project. The Closed status cannot be deleted from a project. The Open status is already set to default for you. It is good practice to leave this option selected to reduce clicks. Teams can be given access to specific statuses in the Confidentiality column. This grants certain teams access to that status. For example, we could give just the Project Coordinator Team access to the ‘closed’ status. Forcing all other users to switch open issues to ‘resolved’ prior to be checked and then switched to ‘closed’.

Types

Types indicate what kind of issue we are looking at. Issues can be recorded as clashes, code violations, requests, finance, solutions, etc.

Disciplines

The disciplines attribute is the only attribute that allows for multiple field selection. We are essentially stamping all the disciplines that may be involved on that specific issue. This allows us to cross reference issues when applying filters to our issues page.

Priorities

The priority assigned to an issue indicates its severity in the project. The level of concern is also defined in a BIM Execution plan. The colors of the issue priority are commonly used to display our issues because with a quick glance we can see the more severe issues we need resolved.


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