Autodesk Construction Cloud - Getting Started Guide Autodesk Construction Cloud - Getting Started Guide
  1. CADD Microsystems
  2. Autodesk
  3. Autodesk Construction Cloud (ACC)

Autodesk Construction Cloud - Getting Started Guide

Matthew Harraka Matthew Harraka

Getting Started with the Autodesk Construction Cloud

This guide should act as a resource for Admins or those looking to Activate and at minimum create a project and add team members to the account and initial project.

 

Intended Audience:

  • Admin
  • End Users
  • IT Managers
  • Project Managers

Topics Covered:

  1. Activate Cloud Hub 
  2. Creating Projects
  3. Manage Account Members

 

Walkthrough

 

Activating the Cloud Hub

Unless you've been invited to contribute to an existing account or project, you must activate your account before anyone can start using your products on your own projects. When you purchase subscriptions to Autodesk Construction Cloud™ products, your products are visible in the Autodesk Account. Whether you purchase for yourself or purchase for your organization, you'll be able to manage subscriptions and access products in the Autodesk Account.

Activate a New Account

If you've purchased Autodesk Construction Cloud™ products for you or your organization, you must set up the organization's account. This account contains individual projects for your organization. To set up the account:

  1. Navigate to the Autodesk Account and sign in.

    Tip: If you purchased products through the Autodesk eStore, you can click the Access In Your Account link from your order confirmation screen or Access Account from the confirmation email.

  2. Click All Products and Services from the left to locate your purchased products.

  3. Click Access in the product card that you wish to access.

  4. Select your desired destination:

    • Unified projects - Takes you to a list of your projects.
    • BIM 360 (US) - Takes you to Bim 360 projects on a US server.
    • BIM 360 (EU) - Takes you to Bim 360 projects on a European server.

    Select your destination

  5. If this is your first purchase for this account, you'll see that the account isn't active yet. Click Activate.

  6. Click the Create a new account radio button to create an account for use with the Autodesk Construction Cloud™ products.

    Important: See the Convert a Trial to a Subscription Account topic if you already have a trial that you are converting into a new account.

  7. Enter an Account Name. This name appears in the product and in product emails.

  8. Choose where you want your data hosted.

  9. Click Activate now.

Now you can visit acc.autodesk.com and sign in to start using your products. As the first account administrator, you can create projects and manage account members, including adding more account administrators and assigning subscriptions directly from Account Administration.

Projects Tool

The Projects tool in Account Administration contains a list of all projects in your organization's account. You can view information on each project that includes:

  • Name

  • Number

  • Type

    •  = Project created for use with Autodesk BIM Collaborate, Autodesk Build, Autodesk Docs and Autodesk Takeoff.
    •  = Project created for use with Autodesk BIM 360.

  • Number of members

  • Number of companies

  • Status

  • Project templates: If the project was created from a template, the name of the project template will show up as a link. It will show it has been archived if it is no longer active.

  • Start date

  • End date

  • Creation date

Click a project from the list to open that project.

Create Projects

Projects can be created in either the Projects tool in Account Administration or from the Project List. To create a project from Account Administration:

  1. Click Projects from the left navigation to open the Projects tool.

  2. Click Create Project

  3. Enter the project details in the Create project dialog box:

    • Project name
    • Project number
    • Account. The account represents your organization's account and not your individual Autodesk Account.
    • Project type
    • Template. Select a project template with predefined settings to use as a starting point for the new project. Templates can be set up at the account level, for easier project creation. See Project Templates for more information.
    • Address. As you start typing the address, you can choose from a list of suggested addresses that match your text. If the address doesn't exist in the suggested list, click Enter address manually.
    • Time zone. The time zone defaults to the time zone used by your browser. Not all tools use the project time zone.
    • Start and End date. Choose project start and end dates using the date pickers. If your project uses Autodesk Build these appear on the Project Progress feature in the Home tool. These dates don't impact subscription access to the product.
    • Project value
    Note: Required fields are marked with an asterisk.

  4. Click Create project.

At this point, the project will open in Project Administration. As the project creator, you'll be added as the first project administrator.

Note: Account administrators can use the toggle in the Settings tool of Account Admin to restrict project administrators from creating projects and templates.

Archive Projects

When projects are not active you can archive them to keep a clean project list.

  1. Click Projects from the left navigation to open the Projects tool.
  2. Select the more menu  for the project that you'd like to archive.
  3. Click Archive project.

Restore Archived Projects

If a project was archived due to a delay, you can restore archived projects to make them show up in the active projects list.

  1. Click Projects from the left navigation to open the Projects tool.
  2. Select the Archived tab.
  3. Select the more menu  for the project that you'd like to restore.
  4. Click Restore project.

Published Project Templates

Account Admins can now publish project templates. Published templates make it easier for account admins to make project templates available to all project creators in their organization.

From the Project Templates List

  1. To publish a project template, select the project template you want to publish.

  2. Click the ellipsis in that project template row and choose Publish.

  3. When the Publish project template? box appears, click the Publish button.

  4. You will then see a message letting you know that your project template was successfully published.

From an Individual Project Template

  1. Choose your project template.

  2. Under the Configuration menu, in the Advanced details dashboard, turn the switch on to Publish template.

  3. When the Publish project template? box appears, click the Publish button.

  4. You will then see a message letting you know that your project template was successfully published.

 

Manage Account Members

Account administrators can manage all account members and their respective properties from the Members tool in Account Administration. Properties include the:

  • Company
  • Role
  • Access level
  • Subscriptions
Note: Account administrators can modify capabilities of project administrators. Learn more about Account Settings. Account administrators at the contract level (manage.autodesk.com) can also add a second account administrator to the contract level. Adding another contract administrator does not automatically invite them to ACC Account Admin, learn more.

Add Members

When members are added to an account, they become available to project administrators to add to projects. To add members:

  1. Click Members from the left navigation to open the Members tool.

  2. Click Add members.

  3. Enter an email address for the members or paste in a list of email addresses separated by commas, tabs, spaces, or semicolons.

    Note: Only 200 members can be added at once.

  4. Select a Company or Role for the members. The company and role can be used to quickly apply the same permissions to multiple members.

  5. Choose the Access level for the members.

    • Account administrator: Members are added as other account administrators.
    • Executive: Members are given access to account-specific dashboards in Insight. See Executive Overview to learn more.
    Note: If you don't select either checkbox, the new members are added to the account and are made available to project administrators to add to a project. The newly invited members won't receive an invitation yet.

  6. Click Invite.

Note:

Invitations can expire after seven days.

  • If they have already set up their account and logged into an ACC, there is no expiration.

  • Administrators can resend the invitation from the more menu .

  • They can request to Resend the invitation while signing in.

Edit Member Subscriptions

After the members are added, you can edit their Company, Role, and Access level. You can also control their subscription assignments:

  1. From the Members tool, click the member's name in the list of members.

  2. In the member profile on the right, define the member's subscriptions:

    • Autodesk BIM Collaborate: Click the drop-down list to choose one of the following:

    • Autodesk BIM Collaborate Pro

    • Autodesk BIM Collaborate

    • No license

    • Autodesk Takeoff: Toggle the switch to Yes to provide a subscription.

    • Autodesk Build: Click the drop-down list to choose one of the following sheet plans:

    • Autodesk Build Unlimited

    • Autodesk Build 5000

    • Autodesk Build 550

    • No license

Important: The sheet count displayed for Autodesk Build in this module includes all versions. This count is used to track usage toward your sheet plan limit. See the Autodesk Build help to learn more about sheet plans and usage.
Note: The number of available subscriptions for each option is shown. If 0 subscriptions remain, you can't provide a subscription to that member unless additional subscriptions are made available.

Project Administrators are able to control more granular product access for each member.

Important: Providing a member the ability to use a product on your project includes two parts: (1) product access and (2) subscription assignment. Account administrators can assign subscriptions and project administrators can provide product access when inviting members to a project. See the Product Access and Subscriptions topic to learn more.

Remove Members

To remove a member:

  1. From the Members tool, click the member's name in the list of members.

  2. In the member profile on the right, click the More menu  and choose Remove member .

    Tip: You can also hover your cursor over the member's name in the list of members and click the More menu  and choose Remove member.

Members removed from the account are removed from all projects in the account.

Finding Members

In the members tool, you can find specific members to modify their settings using the search and filters. Select a column to sort by that column.

You can filter by the following:

  • Status: Find the members based on the status of their invitation.
  • Company: Find a specific company that needs to have member's access or subscription modified.
  • Default Role: Find people based on the role specified in Account Admin. The default Role in Account Admin can be different from the role assigned to a member in a project.
  • Access Level: Quickly see a list of your administrators.

 

Notes:

Add any notes if needed.

Recommended Reading

If you have any links (internal KB or external articles) to share with the customer that you think they will find helpful, add them here.

 

Contact Support

If you are still experiencing issues or have further questions, please reach out to our support team Monday through Friday, 8:00 AM—5:00 PM EST:

⚠ Reminder: Remove and replace any placeholder information including this note !!

Related to:

construction cloud walkthrough autodesk