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Model Preparation Log
Track all model stages, revisions and sub-tasks per discipline
Drawing Preparation Log
Track all drawing stages, sheet lists and sub-tasks per discipline
Team Members
Master Timeline — All Projects
SharePoint Configuration
🔗SharePoint Connection
📋Setup Guide
One-time setup by your IT admin. Once done, all 30+ team members can log in with their Microsoft 365 accounts.
1
Create SharePoint ListsGo to your SharePoint site → Site Contents → New → List. Create
BIMProjects and BIMTasks.2
BIMProjects columnsAdd:
ProjectCode, Client, Status, Phase, StartDate, EndDate, Progress, Color, TeamMembers (person, multiple)3
BIMTasks columnsAdd:
ProjectID, Phase, Discipline, Assignee (person), StartDate, EndDate, Priority, Status, Progress, Notes4
Register Azure AppGo to
portal.azure.com → Azure AD → App Registrations → New. Grant Sites.ReadWrite.All. Copy Tenant ID and Client ID above.4b
BIMMembers List columnsAdd these columns to your
BIMMembers SharePoint list: Email (Single line), SystemRole (Single line), BIMData (Multiple lines). Admin can assign roles from Settings → User Role Management.5
Deploy for your teamUpload this file to your SharePoint Document Library or company intranet. Everyone with a Microsoft 365 account can access it — no additional software needed.
👥Role Permissions
| Role | Projects | Tasks | Team | Logs | Reports |
|---|---|---|---|---|---|
| Admin | Create/Edit/Delete | Full control | Manage+Roles | Full access | ✓ |
| Coordinator | Create/Edit | Full control | Manage (no roles) | Full access | ✓ |
| Team Lead | Edit only | Create/Edit | View only | Full access | ✓ |
| Sr. BIM Modeller | View only | Edit own tasks | View only | Full access | ✓ |
| Jr. BIM Modeller | View only | Own progress only | View only | View only | ✗ |
Weekly Reports
Generate and download progress reports for any week