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Version: 7.0

Autodesk integration — user documentation

This documentation describes how to use the Autodesk integration in MyCompany: how to connect to Autodesk Platform Services (APS), how to upload and translate 3D models, and how to view those models inside Projects, Bills of Materials, and Manufacturing orders.

The integration is built on top of Autodesk Platform Services (formerly Autodesk Forge) and uses the APS Viewer to display SVF2 models in the browser.

Contents​

Sections:

  • Setup — creating an APS application and entering credentials.
  • Buckets and models — uploading source files, translation to SVF2, viewables and elements.
  • Viewer in forms — showing the 3D model on a project, a BoM, or a manufacturing order.

Quick start​

A typical scenario “connect APS → upload a model → see it on a project”:

  1. Create an Autodesk Platform Services application and copy its Client ID and Client Secret. See Setup.
  2. In MyCompany, open the integrations form, find the Autodesk pane, and paste the Key (Client ID) and Secret (Client Secret).
  3. Enable Autodesk on your user profile: open Edit profile, tick Autodesk, save.
  4. Create a bucket (a container for source files in APS) — see Buckets and models.
  5. Load a Revit / IFC / DWG / NWD file into the bucket and Put it (upload binary to APS).
  6. Transform the model to SVF2 and Get status until it shows success.
  7. On the same Master data → Autodesk page, fetch the model's Viewables and Elements (the Get buttons) and link the model by filling its Item, Project, or Bill of Materials field. Manufacturing orders pick up the model of their BoM or item automatically.
  8. Open the corresponding form — the 3D viewer renders the model directly in the page.

The Autodesk feature appears in three places:

  • Master data → Autodesk — the standalone page where buckets, models, viewables, elements and properties live.
  • integrations form (administration) — where the Client ID / Client Secret and bucket list are configured.
  • An Autodesk tab on the Item, Project, BoM, and Manufacturing order forms — where end users actually look at the model.

The exact menu placement and visibility depend on user permissions and on whether the user has Autodesk enabled on their profile.

User roles and permissions​

A typical split of responsibilities (these are recommendations — the integration itself only defines the per-user Autodesk flag; access to the individual actions is governed by the regular lsFusion permission setup):

  • Administrator — sets up the APS application, enters credentials, creates buckets, uploads source files, kicks off translation. See Setup and Buckets and models.
  • Engineer / project participant — links an existing model to a project / BoM / item on the standalone Master data → Autodesk page and views it through the embedded viewer. See Viewer in forms.
  • Read-only viewer — sees the model on the form but does not change links or trigger translations.

The Autodesk tab is shown only while the Autodesk flag is enabled on your user profile. If the tab is visible but empty (no model to pick), check (a) whether a model has been linked to the underlying object and (b) whether translation finished successfully (the model must have status success).

Terms​

Bucket​

A bucket is an APS storage container for source files. Bucket keys are unique across all of APS (not just your tenant), so they need a unique prefix.

Model​

A model is one source file (Revit, IFC, DWG, NWD, etc.) uploaded into a bucket. Each model has its own translation status and SVF2 derivative.

Viewable​

A viewable is one renderable view of a model — typically a 3D scene or a 2D sheet. A single Revit file can produce many viewables.

Element​

A element is one object inside a viewable — a wall, a column, a fixture. The element tree mirrors the Revit / IFC hierarchy.

Item​

An item can have one or more Autodesk models linked — see Linking to an Item. This is the broadest linkage: an item-linked model automatically appears on the item form, on every BoM for that item, and on every manufacturing order for that item.

Bill of Materials (BoM)​

A Bill of Materials in MyCompany can be linked to one or more Autodesk models — see Linking to a BoM — so that the corresponding 3D geometry is shown next to the BoM components. Models linked to the BoM's item also appear here.

Manufacturing order​

A manufacturing order displays the Autodesk model linked to its Bill of Materials or to its item, so a shop-floor user sees the geometry that matches the production order — see On a manufacturing order.

Project​

A project can have one or more Autodesk models linked, viewed under its Autodesk tab — see On a project.