Showing the Issue Manager palette

In Allplan, the 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 the Issue Manager palette in Allplan

1. Right-click in the workspace and select Issue Manager on the shortcut menu.
   
   

2. Only if you have not yet signed in to Bimplus from Allplan:
   Use the BIMPLUS dialog box to sign in to Bimplus (see “Signing in to Bimplus from Allplan“).

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Retrieving properties of issues

To retrieve the properties of an issue in Allplan

1. 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.
   
   

2. Point to the issue whose properties you want to retrieve. Click Options and select  Issue properties.

   Or:

   Double-click the issue.

   The Issue properties palette displays the properties of this issue.

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Focusing on spots

When 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

1. Select the Issue properties palette for the required issue (see “Retrieving properties of issues").
   
   

2. Click Spots.

   You can see the list of spots that were placed for this issue in the model on the BIMPLUS web portal.
   
   

3. Click an entry in the list.

   The view of the model in the active viewport changes so that the focus is on the spot.

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Creating new issues

To create a new issue for a Bimplus project in Allplan

1. Select an appropriate perspective of the building model in the active viewport. This perspective will be saved together with the new issue.
   
   

2. Select the Issue Manager palette (see Showing the Issue Manager palette”).
   
   

3. Click New issue in the Issues area.

   You can see the Issue properties palette.
   
   

4. Click Issue details and enter detailed information about this issue.
   
   

5. Click SAVE.

   Or:

   Click PUBLISH.

   This creates the issue, saving the view (see step 1) together with the issue. When you have immediately published the issue, the Responsible person and the people behind CC email addresses get emails informing them of the new issue.
   
   

6. To add a comment, attachment, hyperlink, or link to a document, click Comments, Attachments, Hyperlinks, or Links to documents (see “Adding further information to issues“).
   
   

7. To focus on particular elements or objects, mark them in color (see “Marking design elements”).

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Editing properties of issues

To edit the properties of an issue in Allplan

1. Select the Issue properties palette for the required issue (see “Retrieving properties of issues").
   
   

2. Click Issue details and change the required detailed information about the issue.
   
   

3. Click SAVE.

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

4. To change or add a comment, attachment, hyperlink, or link to a document, click Comments, Attachments, Hyperlinks, or Links to documents in the Details palette (see “Adding further information to issues“).
   
   

5. You can change the perspective that is saved for the issue (see “Changing perspectives for issues”).

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Adding further information to issues

To add a comment, attachment, hyperlink, or link to a document to an issue in Allplan

1. Select the Issue properties palette for the required issue (see “Retrieving properties of issues").
   
   

2. If you want to add a comment, click  Comments, enter the comment in the box, and click ADD COMMENT.

   Or:

   If you want to add an attachment, click  Attachments and then ADD ATTACHMENT. Select the required file in the Open dialog box and click Open.

   Or:

   If you want to add a hyperlink, click Hyperlinks, enter the name and URL of the link, and click ADD HYPERLINK.
   
   Or:

   If you want to add a link to a document saved on the Bimplus web platform, click Links to documents and then ADD DOCUMENT. Select the required document.

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Marking design elements

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 Allplan

1. Select the Issue properties palette for the required issue (see “Retrieving properties of issues").
   
   

2. Click Select Elements, Clear Selection at the bottom of the Issue properties palette.
   
   

3. Go to the active viewport and click the elements that you want to mark for this issue.
   
   

4. Right-click to confirm.

   The selected design elements appear in color. When you look at the bottom of the palette, you can see how many elements are currently marked for this issue.

   Note: To remove all markings from design elements for an issue, click  Select Elements, Clear Selection again.

   
   

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Hiding design elements that are not marked

To show and hide design elements that are not marked in Allplan

1. Select the Issue properties palette for the required issue (see “Retrieving properties of issues").
   
   

2. Mark all design elements that you do not want to hide (see “Marking design elements“).
   
   

3. Click Show/hide elements that are not selected at the bottom of the Issue properties palette.

   This hides all design elements that were not marked. Click Show/hide elements that are not selected again to show the hidden elements again. As soon as you select another issue in the Issue Manager palette, all hidden elements are visible again.

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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 

1. Select the Issue properties palette for the required issue (see “Retrieving properties of issues").
   
   

2. Change the perspective in the active viewport.
   
   

3. Click Save view at the bottom of the Issue properties palette.

   The Responsible person and the people behind CC email addresses in the Issue details get emails informing them of the changes in the issue. The BIMPLUS web portal automatically displays the new perspective the next time you select the issue.

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Importing and exporting issues as BCF files

To 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.

To import issues as a BCF file from Allplan

1. Select the Issue Manager palette (see Showing the Issue Manager palette”).
   
   

2. Click Options in the header of the issue list (next to the  Search box) and select  Import BCF.
   
   

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

4. 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.

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To export a single issue to a BCF file from Allplan

1. 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.
   
   

2. Point to the issue that you want to export. Click  Options and select Export to BCF.

   You can see the BCF export dialog box.

   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.

   
   

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 issues to a BCF file from Allplan

1. 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.
   
   

2. Select the issues that you want to export by selecting the required Select issue(s) check boxes in the right column.

   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.

   
   

3. 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.
   
   

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

5. 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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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

1. 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.
   
   

2. Select the issues that you want to export by selecting the required Select issue(s) check boxes in the right column.

   Note: Issues in draft mode are marked in the Excel table.

   
   

3. 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.
   
   

4. Save the Excel file in any folder.

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Retrieving chronologies from issues

To retrieve the chronology of an issue in Allplan

1. Select the Issue properties palette for the required issue (see “Retrieving properties of issues").
   
   

2. Click Reports.

   You can see the changes made to each issue in chronological order (author, date, time, and type of change).

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Deleting issues

To delete a single issue from a Bimplus project in Allplan

1. 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.
   
   

2. Point to the issue that you want to delete. Click  Options and select Delete.
   
   

3. Click DELETE to confirm the prompt.

   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.

   
   

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To delete several issues from a Bimplus project in Allplan

1. 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.
   
   

2. Select the issues that you want to delete by selecting the required Select issue(s) check boxes in the right column.
   
   

3. Click Options in the header of the issue list (next to the  Search box) and select  Delete issues.
   
   

4. Click DELETE to confirm the prompt.

   This deletes the 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.

   
   

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