Showing the task board

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TaskBoard einblenden (Bimplus Portal) TaskBoard einblenden (Bimplus Portal)

To show the task board

of the

BIMPLUS web portal

1. Go to the left sidebar and click

Image Removed

1. Image Added Show task board.

1. On the left side, you can see the

1. Task navigator palette with all tasks of the current Bimplus project. By means of custom FILTER CRITERIA, you can sort the tasks by various categories.

   Info
   Tip: To hide the Task navigator palette, click Image Added Show task navigator again.

   
   

2. Click Image Added Show table to the right of the tasks that you want to display on the task board.

   The task board appears. Its table lists the most important information about the tasks selected in the Task navigator palette

1. .

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Retrieving

detailed information about tasks

To use the

BIMPLUS web portal to retrieve

detailed information about a task

• Go to

• the Task navigator palette or the task board and click the required task

• .

  The Details palette opens on the right side.

• In addition, you can see the perspective view of the building model

• in full view. This is the perspective view that is currently saved for the task.

• All required specialist models, object types, and structural levels of the building structure will be selected automatically.

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Creating tasks

To use the

BIMPLUS web portal to create a new task

1. Select an appropriate perspective view of the building model in full view. Make sure all required objects are visible. This This perspective view will be saved together with the new task.
   
   

2. Go to the toolbar under at the full view bottom and click Image Removed Image Added Create task.

   The Details palette opens on the right side.
   
   

3. Click Image Removed Image Added Task details in the Details palette and enter detailed information about this the task.
   
   

4. To add comments, attachments, or hyperlinks, click Image Removed Image Added Comments, Image Removed Image Added Attachments, or Image Removed Image Added Hyperlinks (see “Adding further information to tasks”“).
   
   

5. If you want to focus on a particular point, you can mark this point by placing a spot (see “Placing spots for a task”).
    

6. Click SAVE.

   This creates the task, saving the view (see step 1) together with the task. The Responsible person and the people behind Email CC addresses get emails informing them of the new task.

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Editing tasks

To use the

BIMPLUS web portal to edit a task

1. Go to the Task navigator palette or the task board and click the required task.

   Like

   Click the task you want to edit on the task board or in the Task navigator palette.

   The Details palette opens, displaying detailed information about this task. The details you can see are the same as those in the Task Board palette in Allplan, the Details palette displays detailed information about the task.
   
   

2. Click Image Removed Image Added Task details in the Details palette and change the details of this detailed information about the task.
   
   

3. To add comments, attachments, or hyperlinks, click Image Removed Image AddedComments, Image Removed Image Added Attachments, or Image Removed Image Added Hyperlinks (see “Adding further information to tasks”").
   
   

4. You can place a new spot (see “Placing spots for a task”).
   
   
5. You can change the perspective view that is saved for the task (see “Changing the perspective view for a task”).
   
   

6. Click SAVE.

   The Responsible person and the

   Click SAVE.

   The Responsible person and the people behind Email CC addresses get emails informing them of the changes in the task.

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Adding further information to tasks

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Kommentare usw. Task anhängen (Bimplus) Kommentare usw. Task anhängen (Bimplus)

To use the

BIMPLUS web portal to add a comment, attachment, or hyperlink to a task

1. Click the task you want to edit on Go to the Task Board or in the Task navigator palette.navigator palette or the task board and click the required task.

   You can see the Details paletteThe Details palette opens.
   
   

2. If you want to add a comment, click Image Removed Comments, enter the go to the Details palette, click Image Added Comments, enter the comment in the box, and click ADD COMMENT.

   Or:

   If you want to add an attachment, go to the Image Removed Details palette, click Image Added Attachments and an then click ADD ATTACHMENT. Select the file in the Open file dialog box and click Open.

   Or:

   If you want to add a hyperlink,

   click Image Removed

   go to the Details palette, click Image Added Hyperlinks, enter the name and URL of the link, and click ADD

   HYPRLINK.
   
Click SAVE

3. HYPERLINK.

   The Responsible person and the people behind Email CC addresses get emails informing them of the changes in the task.

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Placing spots

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Spot zu einem Task setzen (Bimplus) Spot zu einem Task setzen (Bimplus)

To use the

BIMPLUS web portal to place a spot for a task in the building model

1. Go to the task board or the Task navigator palette or the task board and click the task for which you want to place a spot.required task.

   You can see the Details paletteThe Details palette opens.
   
   

2. Click Image Removed Image Added Spots in the Details palette.
   
   
3. Click ADD SPOT and ; click to place the spot in full view.

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Changing perspective views for tasks

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Perspektive zu einem Task ändern (Bimplus) Perspektive zu einem Task ändern (Bimplus)

Each task has a perspective view of the building model. You can change this perspective view by using both the BIMPLUS web portal and Allplan

Saving a view for a task

Whenever you save changes in the details of a task, the program saves the current view of the full view together with the task. But you can also change the view saved for a task.

To use the

BIMPLUS web portal to

change the perspective view saved for a task

1. Click the task on Go to the Task navigator palette or the task board or in the Task navigator palette. and click the required task.

   The perspective view that is You can see the view currently saved for this the task appears in full view.
   

Change the

2. view.
   
   

3. Click Image Removed Image Added Task details. Go to the preview in the Details palette and click EDIT in the preview.
   
   
4. Change the perspective view in full view.
   
   

5. Click SAVE.

   The Responsible person and the people behind Email CC addresses get emails informing them of the changes in the task.

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1. Allplan automatically displays the new perspective view the next time you select the task.

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Importing and exporting tasks as BCF files

To communicate smoothly with your planning partners, you can directly import any task in BCF format (BIM collaboration format) or export any Bimplus task in BCF formattasks as BCF files directly to a Bimplus project by using the BIMPLUS web portal or use the BIMPLUS web portal to export a BCF file for each task created for a Bimplus project.

To

import a task in

a BCF file by means of the BIMPLUS web portal

1. Go to the upper toolbar of the task board and click Image Removed Image Added Import BCF file to Bimplus in the upper-right area.
   
   

2. The You can see the Open dialog box opens. Select the BCF file containing that contains the task that you want to import. The extension of this file is usually *.BCFZIP.
   
   

3. Click Open.

   This creates a new task, writing the contents of the BCF file to this taskthe task.

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To export a single task to a BCF file by means of the BIMPLUS web portal

1. Select the task that you want to export to a BCF file.

   Go to the Task navigator palette or the task board and click the required task.
   
   

2. Go to the upper toolbar of the task board and click Image Added Export task to BCF file in the upper-right area.

   You can see the BCF export dialog box.
   
   

3. Select the BCF format (BCF 2.0 or BCF 2.1).
   
   

4. 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.

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To

export several tasks to a BCF file by means of the BIMPLUS web portal

1. Select

   Display the

   task

   tasks that you want to export to

   a

   the BCF file on the task board.

   To do this, go to the Task navigator palette and click

   the task on the task board or in the Task navigator palette

   Image Added Show table to the right of the required tasks. Make sure that this button is not selected for the tasks that you do not want to export.
   
   

2. Go to the upper toolbar of the task board and click Image Removed Image Added Export task all visible tasks to BCF file in the upper-right area.

   The You can see the BCF export dialog box opens.
   
   

3. Select the BCF format (BCF 2.0 or BCF 2.1).
   
   

4. Decide whether you want to download save the BCF file immediately 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 is available for download on can be downloaded from Bimplus.

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Exporting

tasks as an Excel table

It is often difficult to keep track of tasks, in particular, with . This is particularly true when you have a complex task list. Therefore, you can export the complete task list tasks of a Bimplus project that are currently visible on the task board in Excel format.

To

export the

tasks of a Bimplus project

to an Excel file by means of the BIMPLUS web portal

1. Display the tasks that you want to export to the Excel file on the task board.

   To do this, go to the Task navigator palette and click Image Added Show table to the right of the required tasks. Make sure that this button is not selected for the tasks that you do not want to export.
   
   

2. Arrange the columns of the task board in the sequence in which you want to display the columns in Excel.
   
   

3. 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 contents of the task list alphabetically or numerically in ascending or descending order.
   
   

4. Go to the upper toolbar of the task board and click Image Removed Image Added Export all tasks to Excel file in the upper-right area.
   
   

5. Save the Excel file in any folder or open the file in Excel.

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Deleting tasks

To use the

BIMPLUS web portal to delete a task from a Bimplus project

1. Click the task you want to delete on Go to the Task navigator palette or the task board or in the Task navigator palette and click the required task.
   
   

2. Click Image Removed  Image AddedDelete task in the Details palette.
   
   

3. Click DELETE to confirm the prompt.

   Warning
   title ATTENTION!
   This deletes the task including all spots and further information for good. You cannot undo this operation.

   
   

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