HxGN Smart Build Help - HxGN Smart Build

PPMProduct: HxGN Smart Build
PPMCategory_custom: Help

Welcome to HxGN Smart Build
First Steps for New Users
Hardware and Software 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
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
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
Planning
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
Publish the schedule to a project management tool
View details of each WBS item or work package
Generate detailed schedule report
Update Schedule
Delete a WBS
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
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
Tricks and troubleshooting for the visualization feature
Recipes
Create a recipe
Add work steps to a recipe
Resource Library
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
Set up the Cost feature
Get cost data into Smart Build
Choose which cost and resource items you see in the grid
Find model items associated to a cost or resource item
See the details of a cost or resource item
Troubleshoot Cost problems
Digital Layout
Points
Import and export points
Create offset points along an edge
Create a control point
Create layout points along a line
Create points using a pattern
Create offset points between two elements
Create a local coordinate system
Specify tolerance range for stakeout points
Create an issue for stakeout point deviation
Delete points
Quantification
Create quantity take-off (QTO) manually
Generate quantity take-off (QTO) automatically
Create quantification properties
Create a bill of quantities (BOQ) structure
Create quantification recipes
Assign recipes to a BOQ structure
Import recipes
Execute QTO
Publish bill of quantities (BOQ)
Documents
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
Issues
Create an issue
Respond to an issue
Make changes to an issue
Model Operations
Add a model to a project
Upload a new version of a model
Smart 5D Mapping
Define a rule set
Analyze, review, and approve mappings
Job Site Scans
Add model elements to job site scans
Retrieve job site scans into Smart Build
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 groups
Assign permissions to roles
Set up people to work on projects
Give a person access to Smart Build
Add users to a project and assign their roles
Make someone a Smart Build administrator
Sharing data with other systems
Supported versions for integration systems
Integrate a system with Smart Build
Change information for an integrated system
Remove a system integration from Smart Build
Import and Export Data
Get the template
Backup existing data
Import Data
Import and Export Schedule Data
Import Schedule Data
Put Schedule Data in the template
Import and Export Quantity Data
Import Quantity Data to Smart Build
Put Quantity Data in the template
Import Structure Data
Put structure data in the template
Backup structure data
Export Data from Smart Build
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
Browser is slow or unresponsive
Graphic card settings to improve model loading
Troubleshooting for Administrators
A user does not appear in the Add Users dialog box
Troubleshooting webcam images
FAQs
How can I create a copy of a work package?
How can I add or update my schedule from an MSP XML file?
How can I delete a work package dependency?
How can I modify a work package dependency?
How do I group quantification recipes?
How do I select multiple elements in the 3D model?
How do I change information for a user?
How to create a copy of a recipe?
How do I change or delete an existing role group?
How do I change or delete roles in a role group?
Can I add more properties to QTO report?
How do I control access to a folder?
Set up the Cost feature
How can I see just the issues assigned to me?
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 find an issue?
How do search and filter work on the Manage Projects page?
How is schedule data organized on the export template?
What are the default roles in Smart Build?
What are the password requirements?
What are recipes?
What can a Smart Build administrator do?
Can't see the Quantification feature?
What is a recipe structure?
What do the different Dashboard widgets show?
What do work package statuses mean?
What does the Permissions matrix show?
What happens when all worksteps are 100% complete?
How do I filter recipe items?
What happens when I make changes to a calendar?
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?
CQ What's the difference between static images and live streams?
What's the difference between uploading and linking a document?
Where can I find the Smart Build Project UID?
Why are permissions given to roles instead of people?
How can I load or unload a saved filter?
Support, Copyright, and Legal Information
Customer Support and Technical User Forum
Hexagon PPM Policy Against Software Piracy
Copyright Notice
Brava! Legal Notices

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