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Working with design issues

All projects will have dozens of issues raised against, all of which have to be managed in various ways. For example, opening them, and reviewing and editing their details.

Once an issue has been created you can do several things with them from the:

  • Issues screen – here you can view the issues themselves, see their related viewpoints, edit their details.
  • Dashboard – here you can add them to Issue Sets, and get an overview of all the current issues, open the Issues screen.

Issue's overview

What can you do in Issues?

The Issues screen is where you can access and see the details of your project issues. You can also edit them and add comments. As there are likely to be many issues, you can filter them by  including StatusType, Assignee and Issue set

What does the Issues screen look like?

The Issues screen is made up of three main areas:

  • The Issues list.
  • The open issue’s details.
  • The Viewpoint snapshot and Model viewpoint panels.
The Issues screen showing the Issues list, the open issue’s details, and the Viewpoint snapshot and Model viewpoint panels.

Viewing issue information

To see an issue’s details, click on it in the list to open it. The information you can see in the list is:

  • Title – the name given to the issue when it was created.
  • Assignee – this lists their name if one’s been allocated.
  • Due date – if one’s been allocated.
  • Set – the name of the Issue Set the issue belongs to. This might not be allocated.

If you have lots of issues, you can filter these individually or in combination of any of the following:

  • Status – the options are All, Done and Closed.
  • Type – the options are All, Error, Warning, Information, Clash and Other.
  • Issue set – choose an option from the list of current Issue Sets.
The Issues list showing the details of an issue.

Reviewing and editing issue information

This part of the screen is divided into two sections. One gives you an at-a-glance view of the issue’s details in the following sections. Clicking on any of the icons takes you to its information. You can also edit a section’s information using the Edit icon on the right side of the panel. The second part of this screen shows the following:

  • Details – this shows information such as the assignee name and Issue set the issue belongs to. You can edit all of the information here via the Edit icon. This means you can, for example, re-assign the issue, change its status, give it a Due by date, and set a priority. You can also filter the Issue’s list using these options. 
  • Clash Metadata – this shows information from issues created in Navisworks, assuming there is any. You can search this by:
    • Clash Level
    • Grid Intersection
    • Found
    • Distance
    • Clash Point
    • Clash Test Name. 
  • Viewpoints - this shows the objects shown in the Viewpoint snapshot and Model viewpoint, which you can show and hide.
  • Activity - this shows the activity history and  any comments that have been made using the Add comments button.
  • Related items - this lists all the items that relate to the ones shown in the snapshot. You can edit the information here via the Edit icon. When you do this you will see a list of all the models you can add, you can also remove any that have already been added.
  • Related processes - use this to create a mail directly from an issue. See Creating mail from an issue below for more information.
The Issues Details, Viewpoints, Activity, Related Items and Related Processes panels.
edit issue

Creating mail from an issue

You can raise and track Aconex mail, an RFI for example, directly from a design issue without leaving the Issues screen. You can see all the activity and history of all the mail you send in the Details panel/Related processes. Each mail includes a link back to the issue register. 

  1. To do this, open Issues and select the appropriate one from the list.
  2. Scroll down to the Related process panel and click Add mail to open a mail.
  3. Create and send your mail in the normal way.
The Related Processes panel showing a mail's details, and with the Add Mail highlighted.

Editing multiple issues using bulk edit

You can speed up the process of editing design issues by editing them in bulk. You do this by filtering the current ones to create a list of the ones you want to change using the Bulk edit button. For example you might want to select them by Status or Type. You can then update these by changing fields such as Assignee and Due Date.

bulk edit list
bulk edit

You can only do this if you have edit permissions. 

Viewpoint snapshot and Model viewpoint panels

The Viewpoint snapshot and Model viewpoint panels can be closed as required. The Viewpoint snapshot only shows the issue, it cannot be manipulated in any way, and has no other functionality. 

The Viewpoint snapshot panel.

If you select the object in Model viewpoint, you can navigate it in the same way you would in the viewer including adding sections, measurements and adding a new comment with a viewpoint. 

You can see an object's Name, Level and Type properties by clicking on the Eye icon. Note that if any of these haven’t been entered, it is shown as N/A. The other icons allow you to view the issue in opaque, transparent or wireframe modes.

The  Model viewpoint panel showing the issue's basic properties.

Toggling clashes

One of the problems with viewing an issue's clashes is being able to see them clearly in the viewer. However you can change how you see issues by toggling the viewpoint. This means you can turn wire frame mode off to have a better view of the context of the clash. You can see clashes in solid, transparent and wireframe modes by clicking the eye icon in the Model Viewpoint pane.

The Model Viewpoint pane showing the toggle options.

Adding Viewpoints with comments in Issues

If you're reviewing a design issue you can add additional context using Viewpoint with comment. To do this, select the plus sign in the menu on Model Viewpoint panel and select Viewpoint with comment.

Adding a viewpoints with a comment.

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