CS469514-L - A Checklist to Build Checklist Templates in BIM 360 Field Management

Sep 11, 2026

A checklist-focused session on building effective Checklist Templates in BIM 360 Field Management, aimed at site administrators and design and project teams. It explains how Account Admin and Project Admin roles enable checklist template design, including Quality, Safety, Commissioning, and Punch List workflows. The training covers creating templates from scratch, configuring checklist items, associating issues, linking templates to assets and categories, importing templates, and exporting checklist data for project turnover to BIM 360 Ops or other systems.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages30

Reading Time11 min

AccessFree to download

Learning Objectives

Description

Speaker(s)

DATASET

Checklists

Checklists Categories and Types

Checklist Templates

Creating a Checklist Template

Checklist Template Elements

Create Checklists from Checklist Templates

Updating Templates

Importing Templates

Linking Assets and Checklists

Export Checklist Data

CS469514-L A Checklist to Build Checklist Templates in BIM 360 Field Management NAUMAN MYSOREWALA , Design Technology Manager Kelar Pacific Learning Objectives • Learn about Account Admin and Project Admin roles in designing and implementing Checklist Templates. • Learn how to easily create Quality, Safety, Commissioning, or Punch List Checklist Templates. • Learn how to create Checklist Templates from scratch and configure checklist Items and integrate Issues. • Learn how to link Checklist Templates to Assets and Asset Categories • Learn how to export Checklist data Description Project quality control and safety are critical to a project's success. Having access to tools to easily standardize, input, and resolve quality control and safety issues can improve utilization of such tools on a project. BIM 360 Field Management software enables teams to quickly create and implement checklists on a project based on existing templates or created from scratch. This class will provide site admins with best practices for developing several types of checklists for field management in BIM 360 Build software. Learn tips and tricks for creating effective checklist templates for designers, project engineers, contractors, and commissioning agents. Design and implement checklists not only for managing the current project process, but also for efficiently transferring collected data for project turnover to BIM 360 Ops software or other databases. Speaker(s) Nauman Mysorewala, an Autodesk Expert Elite, has more than 25 years of experience with the Autodesk® family of products including AutoCAD®, AutoCAD Architecture, Revit®, BIM 360 & Navisworks® . He is a Registered Architect, Revit Architecture and AutoCAD Certified Professional, LEED® AP , and an authorized Autodesk Services Marketplace provider. Nauman has presented at AU and numerous Autodesk Build your IQ webinars for AutoCAD and Revit in collaboration with Autodesk. He has been an Educator at University of Cincinnati & Mount St. Joseph University teaching design technology applications. He has wealth of experience troubleshooting complex architectural, computer, connectivity and software issues. He enjoys discovering new products and technologies and implementing them in the built environment. He loves to garden and has been experimenting with propagating and grafting fruit trees. Contents Learning Objectives ...................................................................................................................... 1 Description .................................................................................................................................... 1 DATASET ..................................................................................................................................... 3 Checklists......................................................................................................................................4 Checklists Categories and Types ..............................................................................................4 Checklist Templates .................................................................................................................. 5 Creating a Checklist Template ...................................................................................................... 6 CHECKLIST: Pre-requisites for Checklist Template Creation ...............................................6 Exercise 1: Navigate to Templates Section ..................................................................................8 Creating Checklist Template Using Web-based Template Builder............................................8 Exercise 2: Start a New Template from Scratch and set template details ....................................8 Checklist Template Elements .................................................................................................. 10 Exercise 3: Customize

FAQs

Which admin roles are involved in designing and implementing checklist templates in BIM 360 Field Management?

The material focuses on Account Admin and Project Admin roles for developing and implementing Checklist Templates.

What types of checklist templates can be created for field management?

The session covers creating Quality, Safety, Commissioning, and Punch List checklist templates.

How can checklist templates be connected to project assets and categories?

The training includes exercises for linking Checklist Templates to Assets and Asset Categories, establishing the template-to-asset relationship.

Sep 11, 2026

Uploaded by WPS_1786070896