HxGN Smart Build Insight Help - HxGN Smart Build - Version 4.0 U12 (4.0.12) - Help

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Product: HxGN Smart Build
Subproduct: Insight
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Welcome to HxGN Smart Build® Insight
First Steps for New Users
Hardware and Software Requirements
Network Requirements
Input Requirements
Open a project
See quick project info on the Overview page
Open the Dashboard panel
Interact with 3D models
Choose which model files to load
Filter 3D models
Slice the 3D model using clipping box
Get coordinates and take measurements in the 3D model
Choose your account settings
Reset your password
Learn About Users, Roles, Role groups, and Permissions
Learn About Roles and Workflows
Project Administrator
Introduction
Objectives
Prerequisites
Create and manage projects
Create a project
Edit a project
Create users
Manage Roles and Permissions
Create and update calendars
Integrate system(s) with Smart Build Insight
Run 4D/5D visualization
Run and review reports
Key Learning Points
AE Consultant
Introduction
Objectives
Prerequisites- A/E Consultant
Upload model files of your project
Update versions of the model
Respond to issues
Resolve an issue
Upload documents
Key Learning Points - A/E Consultant
GC Planner
Introduction
Objectives
Prerequisites- GC Planner
Retrieve schedule from Primavera P6 EPPM
Create WBS
Create and edit a work package
Add work steps to your work package
Assign a work package to trade manager
Publish the schedule to Primavera P6 EPPM
Review a work package
Create and assign an issue
Update an issue
Review project status using dashboard widgets
Run and analyze 4D or 5D visualization
Run and review reports
Update the project calendar
Upload and edit documents
Key Learning Points - GC Planner
Practice exercise
Create RFI type issue
Tradesman
Introduction
Objectives
Prerequisites
Review the assigned work packages
Update the progress of work package and work steps
Create and assign issues
Respond to issues
View documents
Key learning points
Trade Manager
Introduction
Objectives
Prerequisites
Review the work packages assigned to you
Create and assign issues
Respond to the issue
Assign the work package to Tradesman
Update the work package progress
Create an issue and assign it to Tradesman
Close the issue
Key learning points
Working with Projects
Create a project
Change project information
Connect a project to an integrated system
Remove a project
Set the area for the Weather widget on the Dashboard
Learn About Feature Sets
Scheduling
Retrieve the schedule from a project management tool
Compare Schedules before importing them
Create WBS
Create a work package
Add work steps to the work package
Add work steps using recipes
Add model elements to the work package
Define work package dependencies
Find your work package in the list
Assign calendar to your work package
Remove an assignee from a work package
Edit a work package or work step
Remove model elements from the work package
Copy, move, or delete a work package
Create a milestone
Update milestone progress
Publish the schedule to a project management tool
Generate cost progress and dates
View details of each WBS item or work package
Generate detailed schedule report
Update Schedule
Delete a WBS
Work Package Recipes
Create a recipe
Add work steps to a recipe
Production Planning
View production plan
Understand the elements in the production planning timeline
Make changes to the production planning timeline
My Work Packages
Open a work package assigned to you
Find a work package in the list
View the work steps and resources in a work package
See the model components related to a work package
Update progress of a work package or a work step
Close a work package
Put a work package on hold
Resume a work package that is on hold
Add or read comments on a work package
See the files or links attached to a work package or work step
Add an assignee to a work package
Smart Visualization
See the dependencies between planned work packages
See what the upcoming tasks are
Watch how work is planned to progress over time
See overall work progress as of today
Watch how completed work progressed over time
Watch the actual versus planned cost of work over time
Tricks and troubleshooting for the visualization feature
Resources
Retrieve resources from an integration system
Add a resource category
Add resources
Copy global resources to your project
Import resources or resource categories from a file
Download template to import resource categories
Put resource category data in the template
Download template to import resources
Put resource data in the template
Import the data
Export resources or resource categories to a file
Calendars
Choose the default calendar
Add a calendar
Make changes to a calendar
Copy a calendar
Remove a calendar
Cost Management
Set up the Cost Management feature
Get cost data into Smart Build Insight
Choose which cost and resource items you see in the grid
Find model elements associated to a cost item
Visualize the model elements based on CPI and SPI
See the details of a cost or resource item
Visualize cost item relationships with other items
Compare the cost data before uploading to Smart Build Insight
Know more about the View options and color coding
Filter the cost data in staging area
Compare properties of cost data in staging area
Troubleshoot Cost problems
Quantification
Create quantity take-off (QTO) manually
Generate quantity take-off (QTO) automatically
Import recipes
Create quantification properties
Create quantification recipes
Create a bill of quantities (BOQ) structure
Assign recipes to a BOQ structure
Execute QTO
Publish bill of quantities (BOQ)
Document Management
Add links to documents that are stored and managed somewhere else
Upload documents to store and manage with Smart Build
Organize uploaded documents into folders
Add hyperlinks to websites
Mark up and add comments to the document
Share the markup with team members or others
Issue Management
Create an issue
Respond to an issue
Make changes to an issue
Model Management
Add a model to a project
Upload a new version of a model
Organize uploaded model files into folders
Find a model file in the list
Compare different versions of a model before uploading to Smart Build Insight
Know more about view options and color coding
Filter the model elements in staging area
Compare properties of model elements in staging area
View and manage different versions of a model file
Smart Mapping
Automatically map the items by setting up rules
Analyze, review, and approve mappings
Assign cost distribution weightage (CDW) to the mapped items
Allocate quantities and resources
Add or remove mappings
Job Site Photos
Retrieve job site photos into Smart Build
Look at job site photos
Create an issue at a specific point in a job site photo
Job Site Scans
Add model elements to job site scans
Retrieve job site scans into Smart Build Insight
Look at job site scans
Get coordinates and take measurements in a job site scan
Create an issue at a specific point in a job site scan
Open an issue marked in a job site scan
Classification Structures
Create a structure
Add entities to a structure
Edit a structure
Delete a structure
Export or publish structures
Update Structures
Reports
Generate a report
Administration
Defining who can do what
Review existing role groups, roles, and permissions assignments
Reuse the setup from another project
Add role groups to a project
Add roles to a role group
Assign permissions to roles
Assign default model access to a user
Set up people to work on projects
Give a person access to Smart Build Insight
Add users to a project and assign their roles
Make someone a Smart Build Insight administrator
Creating a reference dataset
Add disciplines to a dataset
Add issue types to a dataset
Sharing data with other systems
Supported versions for integration systems
Integrate a system with Smart Build Insight
Change information for an integrated system
Remove a system integration from Smart Build Insight
Import and export data
Add new data to Smart Build Insight
Download the template
Add data to the template
Import data into Smart Build Insight
Manage existing data in Smart Build Insight
Export data from Smart Build Insight
Linking to a webcam
Link to a webcam
Edit or delete a webcam link
Troubleshooting
Troubleshooting for Users
I need to change my password
Dates, times, or numbers do not appear in the format I expect
Features in the help do not appear in the app
Job site scans do not appear in the list
Some controls do not appear on the Visualization page
IFC file export settings
Some items do not appear in the model
Model file is empty when exported using the Smart Build Insight Revit plug-in
Unable to select some of the model elements when comparing the models
Browser is slow or unresponsive
Graphics card settings to improve model loading
Troubleshooting for Administrators
A user does not appear in the Add Users dialog box
Troubleshooting webcam images
FAQs
Can I add more properties to QTO report?
Can I use the classification structure name as the mapping criteria?
How can I create a copy of a work package?
How can I add or update my schedule from an MSP XML file?
How do I add BOQ data to the template?
How do I add schedule data to the template?
How do I add structure data to the template?
How can I delete a work package dependency?
How can I modify a work package dependency?
How can I load or unload a saved filter?
How can I save selected model elements as a filter?
How can I see just the issues assigned to me?
How do I assign cost distribution cost weightage (CDW)?
How do I group quantification recipes?
How do I search and filter mapped or unmapped items?
How do I select multiple elements in the 3D model?
How do I change information for a user?
How do I change or delete an existing role group?
How do I change or delete roles in a role group?
How do I check which model elements are quantified using the 3D model?
How do I control access to a folder?
How to create a copy of a recipe?
How do I re-order columns in BOQ items grid?
How do I give a user a different role in a project?
How do I remove users from a project?
How do I create an issue?
How do I delete a version of model file from staging area?
How do I filter recipe items?
How do I filter model files that failed to upload?
How do I find an issue?
How do search and filter work on the Manage Projects page?
How to track the work progress based on quantities?
How is schedule data organized on the export template?
How do I install the Smart Build Insight Revit plug-in?
How do I assign weightages to work steps?
How do I distribute schedule weightages manually?
How do I update Cost Distribution Weightage (CDW)?
How do I verify the auto-calculated schedule weightages?
Set up the Cost Management feature
What are the default roles in Smart Build?
What are the password requirements?
What are recipes?
What are orphan items?
What can a Smart Build administrator do?
Can I publish a Revit model as a drawing (DWG) file to a project?
Can't see the Quantification feature?
What is a recipe structure?
What do work package statuses mean?
What do the View options and the color coding mean while comparing schedules?
What does the Permissions matrix show?
What do the different Dashboard widgets show?
What happens when all worksteps are 100% complete?
What happens when I make changes to a calendar?
What is a classification structure class?
What is Cost Performance Index?
What are cluster nodes?
What is an authentication provider, and what information do they require?
What is the Language setting for when I'm adding a Smart Build user?
What are quantification properties?
What systems can I connect a project to?
What's the difference between cost items and resource items?
What's the difference between integrating with a system and connecting to it?
What's the difference between static images and live streams?
How do I edit a draft?
What's the difference between uploading and linking a document?
Where can I find the Smart Build Project UID?
What do different versions of a model file mean?
Why are permissions given to roles instead of people?
Open the Versions dialog box
What happens if I switch from Auto Allocation to Manual and vice versa?
What happens to my child work steps if my work package start date is changed?
What happens if I switch from Planning to Production and vice versa?
What are constraints?
What are different types of schedule constraints?
CQ_Why am I unable to select or clear checkboxes in the Default column?
How do I import BOQ to EcoSys?
How do I select a Project Phase?
How do I add custom properties to model elements?
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