KanBo Autodesk BIM Integration
KanBo BIM integration allows you to synchronize your KanBo space with your Autodesk BIM 360 project.
Learn how to set up the synchronization. Watch the video explaining how it works.
*Video is in German but you can use English CC to read the translation. Video guide was recorded on the older KanBo version, you may notice some visual changes.
Creating a project in Autodesk BIM 360
If you already have an existing project you want to use, skip this part.
- Go to BIM 360 Administration Center.
- Create a new Project Directory by clicking on Add.
- Fill in the project name and select the project type and language. Fill the rest of boxes to your liking. After that, click on Save & continue.
You should be presented with this screen:
- Click on Activate.
You can use a project template, but in our case, we will not apply one.
- Activate the project by clicking Activate.
This is what you will be presented with after a successful activation.
Checking the issue statuses
The BIM Sync requires the KanBo space to have the exact same Card Statuses as the Issue Categories inside an issue type and subtype which we will later select to sync with a KanBo space.
Here is how you can check what statuses will have to be created inside of a KanBo space:
- Go to docs.b360.autodesk.com and select your project.
- Go to Issues.
- Click on your issue with the type and subtype you will later sync (if you have no issues created yet, create a new one).
- Click on the status in the top right corner. You will be shown all the available issue statuses for this issues’ type and subtype.
Connecting a KanBo space with an Autodesk BIM 360 project
- Go to a space you would like to sync with a BIM 360 project.
- Make sure that the Card Statuses of a space share the same name as the issue statuses inside of Document Management of your BIM 360 Project.
An example of a ready-to-sync space should look like this (based on the design type and subtype):
- Open the space menu by clicking the three-dot menu button.
- Select Settings.
- Select BIM sync.
- Click on Add Bim Sync.
- Select your hub.
- Select project.
- Select issue type.
- Select the issue subtype.
Now You will be presented with this window:
Sync type (What parts are being synchronized?)
- Status only – Only synchronizes the Status changes
- Content only – Only synchronizes the Name and the Description
- Full – Synchronizes Status changes, the Name and the Description
Sync direction (In which direction is being synchronized?)
- KanBo and BIM – bidirectional sync, any change (if there is a change in both systems at the same time, KanBo changes overwrite)
- BIM only – only BIM will be updated if something changes in KanBo, changes in BIM do not affect KanBo
- KanBo only – only KanBo will be updated if something changes in BIM, changes in KanBo do not affect BIM
Sync creation (Where do we allow to automatically create new stuff?)
- KanBo and BIM – if a card is created in KanBo it results in creation of an element in BIM, if an element in BIM is created then it creates a card in KanBo
- BIM only – creation of new elements in BIM based on creation of new cards in KanBo takes place only in BIM, new BIM elements will not create any new cards in KanBo
- KanBo only – creation of new Cards in KanBo based on creation of new elements in BIM takes place only in KanBo, new KanBo Cards will not create any new elements in BIM
Adds a direct link to the BIM element in the KanBo card as a note.
After configuring your sync options, you can click on add, and after a while (the frequency of sync is configured globally for your KanBo environment by your IT department), your KanBo space should be synchronized with your BIM project accordingly to the rules you have defined in your sync configuration.
To check when the next synchronization will occur, you can go to the BIM Sync menu again.
Removing the sync (or just pausing it)
To remove the sync:
- Click on Remove BIM sync in the BIM sync windows.
When you select this option during removal then all metadata about the sync including which card is connected to which Element in BIM will be deleted permanently. If you create a sync again then depending on your sync configuration it might lead to a situation where all KanBo cards will create new BIM elements and all BIM elements will create new KanBo cards resulting in a huge duplication of information in both systems.
If you just want to stop the sync for that KanBo space temporarily keeping the option open to connect it again at some later time to the same Project in BIM, then you should not use the Clean option. Removing without Clean keeps all the metadata, and in case of re-activation all corresponding KanBo Cards and BIM Elements will not be recreated, only updated (depending on your sync configuration).
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