Class Handout CS463615 Tom Denby
Class Handout CS463615 Tom Denby
Learning Objectives
• Gain a clear understanding of how PlanGrid links to BIM 360, and how this will
streamline your project workflows.
• Discover how easy it is to use PlanGrid Connect, and how using it will make your
current process more efficient.
• Discover how integrating with external systems such as What3Words will enable
the user to understand a new dimension to the data.
• Learn how to use PlanGrid Connect to capitalize on the collection of data in a
structured manner to automate the design process using Dynamo.
Description
This masterclass will cover how to link PlanGrid with next-generation BIM 360 Docs software by
utilizing the power of data collection through BIM 360 workflows and PlanGrid field reports. The
speaker will be able to demonstrate the added benefit of being able to maximize data for trend
analysis via Microsoft Power Bi and automatic modeling by integrating the output with Dynamo
software. We will cover basic principles of PlanGrid and usability for the average user, alongside
best practices, workarounds, shortcuts, limitations, and benefits. We will explore an array of
case studies, giving live project application examples and how they’ve integrated with external
tools, such as What3Words.
Speaker
I’m a Digitalisation manager for Skanska UK, with a background in
delivering digital solutions to site. Most currently being part of
@oneAlliance working to make Digital Project Rehearsal business
as usual. I’m keen to drive change in projects behaviors through
finding more efficient ways of working using digital technologies,
to increase productivity and decrease health and safety risks.
Page 1
Useful links and pointers
In this section I have compiled a list of useful links and tips that will help you get started
Forge Links
This link is a great starting point to understand how to use forge, there’s no link to ACC connect
with these tutorials but a great place to start if you want to understand more about Forge -
https://learnforge.autodesk.io/#/
This link contains all the documentation you need to know about Forge End points -
https://forge.autodesk.com/developer/documentation
Tips
1. I don’t have or know if I have access to ACC Connect who can I contact?
Customers should contact their Autodesk Account Executive to get access to ACC
Connect.
Page 2
Linking ACC Connect to your BIM360 and Plangrid accounts
In the method below I am showing you how to link to Plangrid. These steps are also used for
linking to BIM360.
Connecting to PlanGrid
1. Select App Connections
Page 3
5. Once you have logged in allow for permissions to be shared between PlanGrid and
Workato
6. You’re done. Your account is now linked and ready to be used in your recipes
Page 4
Notes on Step one
Creating an App and collecting data
2. Getting the PDF URL, using the data pill from the previous step we can access
information stored in the output of that step. In this case PDF URL. More information on
data pills here - https://docs.workato.com/features/fixed-dynamic-lists.html#using-list-
data-pills-in-actions
3. What is a variable? A variable is a condition that can store some data, here we are
using a variable to stare the Ref ID that we will use through the process that we’re about
to create. https://docs.workato.com/features/variables.html
4. What 3 words
These instructions will show you how to get the data out of Risk Assessment No attribute in the
PDF
This method can be used to collect data from any attribute, just remember to change the
attribute name inside the [‘’].
Page 5
Notes for Step 2
Copying data to BIM360
1. Using an IF statement allows you to collect the right type of form for this section of the
recipe. Try to use data pills to drive these statements
2. Error Handling allows a user to run a second recipe if an error occurs in the first part.
https://docs.workato.com/recipes/best-practices-error-handling.html
3. Using a lookup table, we can force the recipe to run two different sections depending if
the error occurs or not. Find out more about Lookup tables here -
https://docs.workato.com/features/lookup-tables.html#setting-up-your-lookup-tables
This stage uses a lot of the function from the previous steps. additional link that you will find
useful are:
1. When uploading a new version of a file -
https://forge.autodesk.com/en/docs/data/v2/reference/http/projects-project_id-versions-
POST/
2. Attach document to the issue -
https://forge.autodesk.com/en/docs/bim360/v1/reference/http/field-issues-attachments-
POST/
1. You will need to create a connection to assemble, the same process as you did at the
start for BIM360 and PlanGrid
2. You will use the list function to help iterate through each model in the assemble project.
More info on lists here - https://docs.workato.com/features/collection.html#create-list-in-
collection-action
Page 6
3. You will create a variable to store the relevant data in the geometry in, this will enable
you to use it later in the video - https://docs.workato.com/features/variables.html
4.
Page 7