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KanBo Autodesk BIM Integration

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KanBo BIM integration allows You to synchronize Your KanBo Board with Your Autodesk BIM 360 project.

In this article, You will learn how to set up the synchronization.

There is a video explaining how it works, it is in German but you can use English CC to read the translation: 

Youtube video

Creating a project in Autodesk BIM 360

If You already have an existing project You want to use, You can skip this part.

1. Go to BIM 360 Administration Center and create a new Project Directory by clicking on "Add"

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2. Fill in the project name and select the project type and language. Fill the rest of boxes to Your liking. After that, click on "Save & continue".

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3. After that, You should be presented with this screen:

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Click on "Activate"

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You can use a project template, but in our case, we will not apply one. Activate the project by clicking "Activate"

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This is what You will be presented with after a successful activation.

Checking the issue statuses

The BIM Sync requires the KanBo Board to have the exact same Card Statuses as the Issue Categories inside an issue type and subtype which we will later select to sync with a KanBo Board.

Here is how You can check what statuses will have to be created inside of a KanBo Board:

1. Go to docs.b360.autodesk.com and select Your project.

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2. Go to issues and select click on Your issue with the type and subtype You will later sync (if You have no issues created yet, create a new one)

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3. Now click on the status in the top right corner. You will be shown all the available issue statuses for this issues' type and subtype

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Connecting a KanBo Board with an Autodesk BIM 360 project


1. Go to a Board You would like to sync with a BIM 360 project. Make sure that the Card Statuses of a Board share the same name as the issue statuses inside of Document Management of You BIM 360 Project.

An example of a ready-to-sync board should look like this (based on the design type and subtype):

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2. Open the triple dot menu and go to settings, then click on BIM sync

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3. Click on "Add Bim Sync", select Your hub, project, issue type, and the issue subtype.

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4. Now You will be presented with this window:

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Sync type (What parts are being synchronized?)

Status only - Only synchronizes the Status changes

Content only - Only synchronizes the Name and the Description

Full - Synchronizes Status changes, the Name and the Description

Sync direction (In which direction is being synchronized?)

KanBo and BIM - bidirectional sync, any change (if there is a change in both systems at the same time, KanBo changes overwrite)

BIM only - only BIM will be updated if something changes in KanBo, changes in BIM do not affect KanBo

KanBo only - only KanBo will be updated if something changes in BIM, changes in KanBo do not affect BIM

Sync creation (Where do we allow to automatically create new stuff?)

KanBo and BIM - if a card is created in KanBo it results in creation of an element in BIM, if an element in BIM is created then it creates a card in KanBo

BIM only - creation of new elements in BIM based on creation of new cards in KanBo takes place only in BIM, new BIM elements will not create any new cards in KanBo

KanBo only - creation of new Cards in KanBo based on creation of new elements in BIM takes place only in KanBo, new KanBo Cards will not create any new elements in BIM

Add link

Adds a direct link to the BIM element in the KanBo card as a note

After configuring Your sync options, You can click on add, and after a while (the frequency of sync is configured globally for your KanBo environment by your IT department), your KanBo Board should be synchronized with Your BIM project accordingly to the rules you have defined in your sync configuration.

IMPORTANT: Create as many Statuses in KanBo as you need to map out how many of the BIM steps (Statuses) you would like to have synced into your KanBo Board. Only if the Status Names in KanBo exist and match EXACTLY the name in the BIM environment the sync will be able to do the mapping correctly. It is not required to have all BIM Statuses in KanBo if you do not require all, i.e. you cold have only the first one and the last one (completed) because for your use case you do not need what is in between.

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To check when the next synchronization will occur, You can go to the BIM Sync menu again

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Removing the sync (or just pausing it)

To remove the sync, click on "Remove BIM sync" in the BIM sync windows present above.

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Clean

When you select this option during removal then all metadata about the sync including which card is connected to which Element in BIM will be deleted permanently. If you create a sync again then depending on your sync configuration it might lead to a situation where all KanBo cards will create new BIM elements and all BIM elements will create new KanBo cards resulting in a huge duplication of information in both systems.

If you just want to stop the sync for that KanBo Board temporarily keeping the option open to connect it again at some later time to the same Project in BIM, then you should not use the Clean option. Removing without Clean keeps all the metadata, and in case of re-activation all corresponding KanBo Cards and BIM Elements will not be recreated, only updated (depending on your sync configuration).


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