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      Autodesk Integrations

      Join integrates with many of your favorite Autodesk products, including Autodesk® Build, Autodesk® Docs, BIM 360® and Autodesk® Revit.

      Streamline how you work by utilizing the following Join integrations with the Autodesk family of products:

      1. Creating a Potential Change Order in Autodesk Build

      2. Link your BIM 360, Autodesk Docs, and Autodesk Construction Cloud documents to Join Items and Milestones

      3. Use Join in an Autodesk Partner Card

      4. View your Revit models in Join with the built-in Revit Viewer

      1. Creating a Potential Change Order in Autodesk Build

      Link an accepted Item in Join to a Potential Change Order in Autodesk Build, streamlining the coordination activities between preconstruction and operations. This allows Join to continue to be the decision-making platform of choice for project stakeholders later in the project lifecycle and eliminates duplicate data entry.

      First, link your Autodesk Account

      1. Expand the Integrations section of an Item
      2. Click the Add Account button
      3. Click the Sign in button next to Autodesk, which will redirect you to Autodesk
      4. Enter your Email and Password
      5. When asked to authorize the application, click the Allow button, which will redirect you back to Join
      6. Click the + Connect a Project button
      7. Select an Autodesk Company and Autodesk Project to link to your Join Project
      8. Click the Update button

      Now you're ready to create a Procore Change Event

      1. Expand the Integrations section of an Accepted Item
      2. Click the + Potential Change Order button
      3. Fill out the fields in the Create Autodesk Potential Change Order window
      4. Click the Create button

      After creating the Autodesk Potential Change Order, you will see it listed in the Integrations section of the Item in Join. In Autodesk, the Description will include a URL to the source Item in Join.

      2. Adding Attachments from your BIM 360 or Autodesk Docs workspace

      By leveraging your BIM 360 or Autodesk Docs workspace, Join ensures your team is always working with the latest design iteration.

      Organize your design files by linking your Autodesk account with Join. By linking PDFs, Revit files, spreadsheets, and other documents stored in Autodesk to the relevant Items and Milestones, you can ensure that you always have the latest version of each document at your fingertips. This eliminates the need to keep track of multiple copies and simplifies your workflow. 

      First, link to your Autodesk Account

      1. Select the Add a file button either in the Milestone attachments or Item Attachments
      2. Select Link Accounts under the Cloud Storage section
      3. Select the Sign in to Autodesk button
      4. Enter your Email, and select the Next button
      5. Enter your Password, and select the Next button
      6. Select the Allow button

      Now you're ready to add your documents

      1. Select the Add a file button either in the Milestone attachments or Item Attachments
      2. Under Cloud Storage, select Autodesk 
      3. Navigate the folder structure to the documents that you want to attach (only the Shared Documents folder can be accessible from Join)
      4. Select them by checking the box on the left-hand side 
      5. Select Add Files in the lower right corner

      Caution: By linking the attachment through Autodesk, the visibility of the linked document will be subject to the permission set in both Join and Autodesk.

      3. Adding Join to Autodesk Construction Cloud

      Harness the power of Join's decision making platform from inside your Autodesk Construction Cloud Insights dashboard utilizing the Join Partner Card Integration

      Finding your Project Specific Partner Url

      Before adding the partner card, you’ll need a project-specific partner URL

      1. Login to Join
      2. Navigate to your Join project
      3. If not already there, click the Dashboard link in the navigation bar
      4. Copy the URL of the page from your browser
      5. The following steps are optional but mean Join will always revert to your last view of the Dashboard, including filters and sorting.
        1. Paste it into a document editor (Word, Docs, Notepad, etc.)
        2. Remove everything after the word Dashboard in the URL
        3. Your URL will look like this: https://app.join.build/<unique project id>/dashboard

      Adding the Join partner card to your Insights Dashboard

      1. Navigate to the relevant Insight Dashboard
      2. Click Customize in the top right corner
      3. Click Card Library
      4. Type Join into the Search bar
      5. Select the Join partner card
      6. Click Add Card
      7. The Join partner card now appears on your dashboard
      8. Click Configure on the newly added card
      9. Complete the Card Title (we recommend adding your project name), and paste in your Partner URL
      10. Click Save
      11. Your Join Partner Card will now load your project dashboard. You can move it around to a position of your liking
      12. Finally, click Save in the top right corner of the Dashboard (you may need to scroll up to see it)

      Congratulations🎉, you’ll be able to use Join without leaving the Autodesk Construction Cloud platform!

      4. View your native Revit models in Join

      When you import your Revit models into Join from within the Milestone attachments or Item Attachments tab, you can the Autodesk Platform Services Viewer to visualize and save views of your models right from within Join. 

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