Displaying the Task Board palette Anchor |
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| Displaying the Task Board (Allplan) |
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| Displaying the Task Board (Allplan) |
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To display the Task Board palette in Allplan Info |
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title | This is only possible only if ... |
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| → Allplan is running |
Open the View menu, point to Toolbars and click Right-click in the workspace and select Task Board on the shortcut menu.
Only if If you have not yet logged in to Bimplus from your Allplan workstation: Use the Bimplus Image Added BIMPLUS dialog box to log in to Bimplus (see "“Using Allplan to log in to Bimplus"“).
↑ Go Back to top Retrieving tasks from BimplusTo use Allplan to retrieve tasks created for a Bimplus projectSelect the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette"). The Tasks area displays includes the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
Click within the right column of the task whose details you want to retrieve. As an alternative, you can also double-click the task. The Details palette opens, displaying detailed information about this task. The details you can see are the same as those in the Details palette on the Bimplus portal.
↑ Go Back to top Retrieving spotsTo use Allplan to retrieve the spots placed for a taskSelect the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette"). The Tasks area displays includes the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
Click within the right column of the task whose spots you want to retrieve. As an alternative, you can also double-click the task. The Details palette opens.
Click Image Modified Spots. You can see the list of spots placed for the task in the model on the Bimplus web portal.
Click an entry in the list . The to set the focus on this spot in the view of the model displayed in the current viewport changes so that the focus is on the spot.
↑ Go Back to top Creating tasksTo use Allplan to create a new task for a Bimplus projectSet an appropriate view of the building model in the current viewport. This view will be saved together with the task.
Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
Click Image Modified New task. The Details palette opens.
Click Task details and enter detailed information about this task.
- To add a commentcomments, attachment attachments or hyperlinkhyperlinks, click Comments, Attachments or Image Removed Image Added Hyperlinks respectively (see "Attaching further “Adding extra information to tasks"“).
To set the focus on particular elements or objects, display them in the detection color (see "Marking design elements").
Click Save. The program creates the task, saving the view set in (see step 1) together with the task. The Responsible person and the persons behind Email CC addresses get emails, informing them of the new task.
↑ Go Back to top Editing tasksTo use Allplan to edit details of a taskSelect the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette"). The Tasks area displays includes the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
Click within the right column of the task you want to edit. As an alternative, you can also double-click the task. The Details palette opens, displaying detailed information about this task. The details you can see are the same as those in the Details palette on the Bimplus portal.
Click Task details and change the task details.
To add or change a comment, attachment or hyperlink, click Comments, Attachments or Image Removed Image Added Hyperlinks respectively (see "Attaching further “Adding extra information to tasks"“).
- If you want, you can also change the view saved for the task (see "Saving a view for a task").
Click Save. The Responsible person and the persons behind Email CC addresses get emails, informing them of the changes in the task.
↑ Go Back to top Attaching further Attaching | Adding comments, attachment or hyperlinks to tasks (Allplan) |
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| Attaching | Adding comments, attachment or hyperlinks to tasks (Allplan) |
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| attach Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette"). The Tasks area displays includes the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
Click within the right column of the task you want to edit. As an alternative, you can also double-click the task. The Details palette opens.
If you want to add a comment: Click Image Removed Image Added Comments, type a comment in the text box and click Add comment. Or: If you want to add an attachment:
Click Image Removed Click Image Added Attachments and then Add attachment. The In the Open file dialog box opens. Select , select the file you want to attach add and click Open. Or: If you want to add a hyperlink: Click Image Removed Image Added Hyperlinks, enter type the name and URL of the link and click Ad Save hyperlink.
Click Save. The Responsible person and the persons behind Email CC addresses get emails, informing them of the changes in the task.
↑ Go Back to top top Marking design elements Anchor |
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| Marking design elements (Allplan) |
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| Marking design elements (Allplan) |
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To use Allplan to mark design elementsSelect the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette"). The Tasks area displays includes the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
Click within the right column of the task for which you want to mark design elements in the model. As an alternative, you can also double-click the task. The Details palette opens.
Click Image Modified Select Elements, Clear Selection.
- Go to In the current viewport and , click the elements you want to display in the detection color.
Right-click to confirm your settings. The Responsible person and the persons behind Email CC addresses get emails, informing them of the changes in the task.
↑ Go Back to top Saving a view for a task Anchor |
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| Saving a view for a task (Allplan) |
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| Saving a view for a task (Allplan) |
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Whenever you save changes in the task details of a task, the program saves the view set in the current viewport together with the task. However, But you can also change only the view saved for a task at any time. To use Allplan to save a new view for a taskSelect the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette"). The Tasks area displays includes the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
Click within the right column of the task for which you want to save a new view. As an alternative, you can also double-click the task. The Details palette opens.
Change the view in the current viewport.
Click Image Modified Save view. The Responsible person and the persons behind Email CC addresses get emails, informing them of the changes in the task.
↑ Go Back to top Importing and exporting tasksTo communicate with your planning partners, you can directly import any task in BCF format (BIM collaboration format) or export any Bimplus task in BCF format. Info |
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Important! The project must include the associated model with the objects described in the task. Otherwise, the program can neither use nor display BCF files correctly. Therefore, load the model into your project before you import BCF files. |
- Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette").
Go to the Tasks area and click Image Removed Click Image Added Import BCF file to Bimplus in the Tasks area.
The Open file dialog box opens. Select the BCF file containing including the task you want to import. The extension of this file is usually *.BCFZIP.
Click Open. This creates a new task, writing the contents of the BCF file to this task.
↑ Go Back to top Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette"). The Tasks area displays includes the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
Select the task you want to export to a BCF file. To do this, go to the task list and click within any column of this task .
in the task list.
- Go to the Tasks area and click Image Removed
Click Image Added Export task to BCF filein the Tasks area. The BCF created dialog box opens.
You can choose to save the file locally on your computer or to immediately send the file immediately to the relevant persons. Select Download or Share file respectively.
If you select the Download option: Click the Download button and save the file to any folder. Or: If you select the Share file option: Click within the Email box, select one or more recipients and click Send. The recipients get emails, informing them of the BCF file available for download on Bimplus.
↑ Go Back to top Exporting the task listIt is often difficult to keep track of tasks, in particular, with a complex task listlists. Therefore, you can use Allplan to export the complete task list of a Bimplus project in Excel format. Select the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette"). The Tasks area displays includes the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
- Arrange the columns of the task list in the sequence in which you want to
obtain - display the columns in Excel.
Sort the rows of the task list in the sequence in which you want to obtain display the rows in Excel. To do this, click the column header whose contents of which you want to use the contents for sorting the task list alphabetically or numerically in ascending or descending order.
Go to the Tasks area and click Image Removed Click Image Added Export all tasks to Excel file in the Tasks area.
↑ Go Back to top Deleting tasksTo use Allplan to delete a task from a Bimplus projectSelect the Tasks über Allplan anlegen, abrufen und bearbeiten (see "Displaying the Task Board palette"). The Tasks area displays includes the list of tasks created for the linked Bimplus project. This list updates automatically to reflect the current status on Bimplus.
Click within the right column of the task you want to delete. As an alternative, you can also double-click the task. The Details palette opens.
- Click Delete task.
- Click Yes to confirm the prompt.
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