BIM 360 Asset Management – The Workflow

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In our previous blog post, “BIM 360 Asset Management – Setup,” we discussed how to set up your project to ensure a successful implementation of Asset Tracking using the BIM 360 Assets module. In this blog post, we’ll go over the workflow and how to best utilize BIM 360.

Bringing in Data

It’s pretty easy to bring your assets into BIM 360. You can manually create your assets one by one using the create button, but we suggest importing a list of your assets via Excel.

Similar to BIM 360 Field, when you click the Import button, BIM 360 will allow you to download a template that walks you through setting up and filling out your asset list. You can easily fill out any of the information individually or batch edit multiple lines. You can even leverage your Revit models by exporting and downloading schedules and transferring the data into the template.

Barcodes

Make sure you leverage barcodes when you’re setting up your asset list. This will make it so easy to find your assets in the field. You won’t have to know or remember what asset you’re looking for – just scan the barcode with your iPhone, iPad or Android Device, and it’ll show up automatically!

Pro Tip: When setting up your asset list, it’s also a good idea to set up the barcode. It’s important to remember that a barcode is just an alpha-numeric code that is visually represented by lines, so you don’t want to get too cute with the code. We suggest you use the name of the asset and copy it as the barcode.

You’ll also need to create your barcode stickers which you can place onto your assets. Take a look at our example above for a Chilled Water Return Piping spool. We included the name (367-L01-CHWR-04), the system type, some key information, and the QR Code. Here are a few things to think about when creating your barcode stickers:

  • Make the barcode or QR code the centerpiece of the sticker.
  • Be strategic and consistent with sticker placement. If you’re putting the sticker on a round object like a pipe, use a barcode instead of a QR code (it’ll scan easier).
  • Place the barcode alpha-numeric code on the sticker so that even if it doesn’t scan, you can still easily look up the asset.
  • Only barcode your major assets.
  • Think about when you’re going to place your barcodes on your objects.
    • Will you place them during fabrication or during installation?
    • Does this align with your status set that’s attached to your assets?

When creating your barcode stickers, you will need to find some good stickers and may need to leverage a design program. We suggest using avery.com. You can easily create all of your barcode stickers using your asset list from BIM 360, Excel and Avery’s Template Wizard. Or you can contact Applied Software for help.

Tracking Data on the Mobile App

Once you’ve got your data and barcodes set, you’re ready to track your data. And what’s great about the Assets module in BIM 360 is that you can use whatever device you might want. Use your iPad, iPhone or Android device in your model, and it’s really easy to use.

Just open BIM 360 on your mobile device, click the ellipsis in the bottom right corner, and select Assets. Next, find your barcode and scan it. Notice that you can easily check out the details of the item, change the status, fill out a checklist associated with the asset, view any open issues, or even add an attachment like a submittal or a progress photo.

Viewing and Reporting Data in BIM 360

Viewing and reporting on your assets is also easy in BIM 360. Just navigate to the Assets tab and select one of your asset categories. You can click on an individual asset to modify it or click the Export button to export your list and have it sent to your email. From there, you can batch edit your asset data if needed and re-import the data or send out the file as a report.

In Closing . . .

The BIM 360 Asset Management tool has been one of the most anticipated modules inside of BIM 360 because of its power. It allows you to easily customize how you track specific, strategic items on your project.

The asset module also really ties the BIM 360 field management workflows together. You can leverage issues, checklists, status workflows, etc., that are associated with each asset. Mastering the Asset Management workflow is a great way to fully utilize the entire functionality within BIM 360.


If your company isn’t using BIM 360 to track data and manage assets yet, but you’d like to streamline your workflow, contact Applied Software today to request a demo. The Applied experts can help you design the right asset management workflow for your company’s individual needs.


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