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Once consultants have been confirmed for a project, Equip Studio will begin the process of getting everyone set up and connected in BIM360. The following steps outline the onboarding process for Level Two Consultants. For those who do not fall within this category, please refer to the Initial Onboarding information located under Setting Up A Project.
process
process
Step 1 - Project and Team Creation
Step 1 - Project and Team Creation
Equip Studio will set up the project in BIM360 and create a team for each consultant using BIM360. Each team will be set up with the folder structure as outlined on the Folder Structure page.
Step 2 - Onboard Consultant's Team Manager
Step 2 - Onboard Consultant's Team Manager
Equip Studio will add the designated "Consultant BIM Manager" who will then be responsible for maintaining their team and BIM360 space for the project. This member (known as the Team Manager) is given admin level permissions for the project. They will be responsible for all aspects of their team, including adding their team members and setting the proper permissions. Please consult the Guidelines that have been set up for anyone operating in this role.
Step 3 - Kickoff Email
Step 3 - Kickoff Email
The Project Manager at Equip will send a kickoff email outlining project details, especially those pertaining to BIM360, to all consultants once the previous steps have been completed.
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