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Showing theTask BoardIssue Manager palette
TaskBoard einblenden (Allplan) |
In Allplan, the Task Board Issue Manager palette is integrated in the palette window, where you can select it directly. If this is not so, you must show the palette first. To show theTask BoardIssue Manager palette in Allplan
Retrievingdetailed information about tasksTo use Allplan to retrieve detailedproperties of issues
To retrieve the properties of an issue in Allplaninformation about a task
Retrieving spotsTo use Allplan to retrieve spots placed for a taskFocusing on spotsWhen you click an issue, all its spots automatically appear in both the preview and the active viewport. To select the view of the model so that the focus is on a spot, select the required spot in the list of spots in the issue properties. To focus on a spot in Allplan
Creatingtasksnew issuesTouse Allplan tocreate a newtaskissue for a Bimplus project in Allplan
Editingtasksproperties of issuesTouse Allplan to edit detailed information about a taskedit the properties of an issue in Allplan
Adding further information totasksissues
Kommentare usw. Task anhängen (Allplan) |
ToKommentare usw. Task anhängen (Allplan) | To use Allplan to add a comment, attachment, hyperlink, orhyperlinklink to ataskdocument to an issue in Allplan
Click Save. The Responsible person and the people behind Email CC addresses in the Task details get emails informing them of the changes in the taskMarking design elements
Konstruktionselemente markieren (Allplan) |
Design elements affected by an issue can be marked in Allplan. Each time you select the issue, the marked elements appear in color in Allplan. You can select the marked elements in the list box of Assigned objects in the Issue properties palette on the BIMPLUS web portal. To mark design elements in AllplanKonstruktionselemente markieren (Allplan) | To use Allplan to mark design elements
Hiding design elements that are not marked
To show and hide design elements that are not marked in AllplanChanging perspective views for tasks Anchor | Perspektive zu einem Task ändern (Allplan) | Perspektive zu einem Task ändern (Allplan) | Each task has a perspective view of the building model. You can change this perspective view by using both Allplan and the BIMPLUS web portal. To use Allplan to change the perspective view saved for a task
Importing and exporting tasks as BCF filesTo communicate smoothly with your planning partners, you can import tasks as BCF files directly from Allplan to a Bimplus project or use Allplan to export a BCF file for each task created for a Bimplus project.
Click Import BCF file to Bimplus in the Tasks area.
Changing perspectives for issues
Each issue has a perspective of the building model. Regardless of the other information about the issue, you can change this perspective by using both Allplan and the BIMPLUS web portal. To change the perspective saved for an issue in Allplan
Importing and exporting issues as BCF filesTo guarantee as smooth a communication as possible with your planning partners, you can import issues as BCF files to a Bimplus project or export issues of a Bimplus project as BCF files directly from Allplan.
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Click Open.
This creates a new task, writing the contents of the BCF file to the task.
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→ → You signed in to Bimplus from Allplan (see “ Using Allplan to sign ”→→ The Allplan project is open and linked with athe Bimplus project (see “"Linking an Allplan project with a Bimplus project ”") → You have the required rights (see “”") |
- Select the Task Board Issue Manager palette (see “Showing the Task Board Issue Manager palette“”).
- The Tasks area contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status of Bimplus.
Select the task that you want to export to a BCF file.
To do this, go to the task list and click within any column of the task.
Click Export task to BCF file in the Tasks areaClick Options in the header of the issue list (next to the Search box) and select Import BCF.
You can see the
BCF exportOpen dialog box.
Select the BCF
format (BCF 2.0 or BCF 2.1).Decide whether you want to save the BCF file locally on your computer or make it available for other planning partners so that they can download it directly from Bimplus.
Download
Click DOWNLOAD and save the BCF file in any folder.Or:
Share file
Enter the email addresses of the recipients and click SEND. The recipients get emails informing them of the BCF file that can be downloaded from Bimplus.
file that contains the issues that you want to import. The extension of this file is usually *.BCFZIP.
Click Open.
This imports the issues in the BCF file to the Bimplus project that is linked with the project that is currently open in Allplan.
To export a single issue to a BCF file from Allplan
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→ You signed in to Bimplus from Allplan (see “Signing in to Bimplus from Allplan“) → The Allplan project is open and linked with the Bimplus project (see "Linking an Allplan project with a Bimplus project") → You have the required rights (see "Rechte in Bimplus") |
Select the Issue Manager palette (see Showing the Issue Manager palette”).
The Issues area contains the list of issues created for the linked Bimplus project. This list adapts automatically to reflect the current status on Bimplus.
Point to the issue that you want to export. Click Options and select Export to BCF.
You can see the BCF export dialog box.
Info Note: Only issues that have already been published can be exported to the BCF format. You must publish issues in draft mode before you export them.
Select the BCF format (BCF 2.0 or BCF 2.1).
Decide whether you want to save the BCF file locally on your computer or make it available for other planning partners so that they can download it directly from Bimplus.
Download
Click DOWNLOAD and save the BCF file in any folder.Or:
Share file
Enter the email addresses of the recipients and click SEND. The recipients get emails informing them of the BCF file that can be downloaded from Bimplus.
To export several issues to a BCF file from Allplan
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→ You signed in to Bimplus from Allplan (see “Signing in to Bimplus from Allplan“) → The Allplan project is open and linked with the Bimplus project (see "Linking an Allplan project with a Bimplus project") → You have the required rights (see "Rechte in Bimplus") |
Select the Issue Manager palette (see Showing the Issue Manager palette”).
The Issues area contains the list of issues created for the linked Bimplus project. This list adapts automatically to reflect the current status on Bimplus.
Select the issues that you want to export by selecting the required Select issue(s) check boxes in the right column.
Info Note: Only issues that have already been published can be exported to the BCF format. You must publish issues in draft mode before you export them.
Click Options in the header of the issue list (next to the Search box) and select Export to BCF.
You can see the BCF export dialog box.
Select the BCF format (BCF 2.0 or BCF 2.1).
Decide whether you want to save the BCF file locally on your computer or make it available for other planning partners so that they can download it directly from Bimplus.
Download
Click DOWNLOAD and save the BCF file in any folder.Or:
Share file
Enter the email addresses of the recipients and click SEND. The recipients get emails informing them of the BCF file that can be downloaded from Bimplus.
Exporting issues as an Excel table
It is often difficult to keep track of issues. This is particularly true when you have a complex issue list. Therefore, you can export the issues of a Bimplus project as an Excel table from Allplan.
To export the issues of a Bimplus project to an Excel file from Allplan
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→ You signed in to Bimplus from Allplan (see “Signing in to Bimplus from Allplan“) → The Allplan project is open and linked with the Bimplus project (see "Linking an Allplan project with a Bimplus project") → You have the required rights (see "Rechte in Bimplus") |
Select the Issue Manager palette (see Showing the Issue Manager palette”).
The Issues area contains the list of issues created for the linked Bimplus project. This list adapts automatically to reflect the current status on Bimplus.
Select the issues that you want to export by selecting the required Select issue(s) check boxes in the right column.
Info Note: Issues in draft mode are marked in the Excel table.
Click Options in the header of the issue list (next to the Search box) and select Export to Excel.
The Save As dialog box appears.
- Save the Excel file in any folder.
Retrieving chronologies from issues
To retrieve the chronology of an issue in Allplan
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→ You signed in to Bimplus from Allplan (see “Signing in to Bimplus from Allplan“) |
Select the Issue properties palette for the required issue (see “Retrieving properties of issues").
Click Reports.
You can see the changes made to each issue in chronological order (author, date, time, and type of change).
Deleting issues
To delete a single issue from a Bimplus project in Allplan
Exporting tasks as an Excel table
It is often difficult to keep track of tasks. This is particularly true when you have a complex task list. Therefore, you can export the tasks of a Bimplus project as an Excel table from Allplan.
To export the tasks of a Bimplus project from Allplan to an Excel fileInfo | ||||
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→ → You signed in to Bimplus from Allplan (see “ Using Allplan to sign ”→→ The Allplan project is open and linked with athe Bimplus project (see “"Linking an Allplan project with a Bimplus project ”") → You have the required rights (see “”") |
Select the Task Board Issue Manager palette (see “Showing the Task Board Issue Manager palette“”).
The Tasks area contains the list of tasks created for the linked Bimplus project. This list adapts automatically to reflect the current status of Bimplus.
Arrange the columns of the task list in the sequence in which you want to display the columns in Excel.Issues area contains the list of issues created for the linked Bimplus project. This list adapts automatically to reflect the current status on Bimplus.
Point to the issue that you want to delete. Click Options and select Delete.
Click DELETE to confirm the prompt.
Warning title ATTENTION! This deletes the issue including all spots and further information not only from Allplan but also from the database saved on the Bimplus web platform. You cannot undo this operation
Click Export all tasks to Excel file in the Tasks area.- Save the Excel file in any folder or open the file in Excel
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Sort the rows of the task list in the sequence in which you want to display the rows in Excel.
To do this, click the header of the column whose contents you want to use to sort the task list alphabetically or numerically in ascending or descending order.Deleting tasks
To
use Allplan to delete a task delete several issues from a Bimplus project in Allplan
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→ → You signed in to Bimplus from Allplan (see “Using Allplan to sign Signing in to Bimplus ”from Allplan“) |
Select the Task Board Issue Manager palette (see “Showing the Task Board Issue Manager palette“”).
The Tasks Issues area contains the list of tasks issues created for the linked Bimplus project. This list adapts automatically to reflect the current status of on Bimplus.
Click within the right column of the required task. As an alternative, you can also double-click the task.
You can see the Details palette.Select the issues that you want to delete by selecting the required Select issue(s) check boxes in the right column.
Click Options in the header of the issue list (next to the Search box) and select Delete issues.
Click DELETE
Click Delete task in the Details palette.Click YES to confirm the prompt.
Warning title ATTENTION! This deletes the task selected issues including all spots and further information not only from Allplan but also from the database saved on the Bimplus web platform. You cannot undo this operation.