Autodesk Document Management - Understanding Sets

Sets are where you host your drawings revisions and changes (ASI’s, Bulletins, 50% CD’s, 100% CD’s, RFI drawing changes, etc.)

It’s recommended that you name sets the same way it’s communicated to you.

For Example:

50% CD’s – keep your set name consistent. 2016.02.08_Alto 50% CD’s

RFI 00333 - Sketches

Sets can be managed before, during or after the drawing upload process, you must have Project Admin access to manage sets.

There are three (3) ways you can manage your sets:

Option A: Before you upload (Best option)

Option B: During the upload (Great option)

Option C: After the upload (ok option)

*It’s recommended that you create your set before or during your upload process

Option A: Add set BEFORE you upload your drawings:

STEP 1: Click on Sets within the Document Management tab in BIM 360

STEP 2: Click Manage Sets

STEP 3: Click Create New Set

Option B: Add set DURING your upload.

STEP 1: Click on the folder you want to upload your drawing package to

STEP 2: Click Upload Files

STEP 3: Find your drawing package from where you saved it last

STEP 4: Select Set not assigned in the upper right corner and either create a new set or add it to an existing one.

Option C: Create the set AFTER you upload your drawings

STEP 1: Click on the folder where the drawings were uploaded to

STEP 2: Choose the top box to select all the drawings that didn't have a set assigned to them

STEP 3: Select Edit Set Assignment from the top task bar

STEP 4: Select Move to New Set or Move to an existing set

**ALWAYS check the previous drawing package has a set defined before you import your next round. If you upload a new drawing package, you are unable to add a set to the previous drawing package.