Configuration Migration From PlanGrid

Learn how to transfer configuration settings from PlanGrid project templates to Autodesk Build project templates.

Not currently available

rate limit

Code not recognized.

About this course

Note: Please register to access the course content.

Welcome to Configuration Migration From PlanGrid! 

In this course, we’ll cover how to transfer configuration settings from PlanGrid project templates to Build project templates via manual tools. Keep your Autodesk Build projects running smoothly by following the same project template configuration settings your organization is accustomed to using for PlanGrid. 

Who should take this course? 

This course is designed for "Project admins" who are tasked with building project templates in Autodesk Build. 

We’ll cover PlanGrid to Autodesk Build configuration migration for:  

  • Documents to Files 
  • Field Reports to Forms 
  • Tasks to Issues 
  • RFIs
  • Submittals
  • Users 

Curriculum16 min

  • Preparing for Configuration Migration 2 min
  • Migrating
  • Configuration Migration From PlanGrid "Documents" 5 min
  • Configuration Migration From PlanGrid "Field Reports" 4 min
  • Configuration Migration From PlanGrid "Tasks" 3 min
  • Configuration Migration for Users From PlanGrid to Autodesk Build 3 min
  • Conclusion
  • Help Us Help You
  • Course Wrap-Up
  • Related Content
  • Training and Support

About this course

Note: Please register to access the course content.

Welcome to Configuration Migration From PlanGrid! 

In this course, we’ll cover how to transfer configuration settings from PlanGrid project templates to Build project templates via manual tools. Keep your Autodesk Build projects running smoothly by following the same project template configuration settings your organization is accustomed to using for PlanGrid. 

Who should take this course? 

This course is designed for "Project admins" who are tasked with building project templates in Autodesk Build. 

We’ll cover PlanGrid to Autodesk Build configuration migration for:  

  • Documents to Files 
  • Field Reports to Forms 
  • Tasks to Issues 
  • RFIs
  • Submittals
  • Users 

Curriculum16 min

  • Preparing for Configuration Migration 2 min
  • Migrating
  • Configuration Migration From PlanGrid "Documents" 5 min
  • Configuration Migration From PlanGrid "Field Reports" 4 min
  • Configuration Migration From PlanGrid "Tasks" 3 min
  • Configuration Migration for Users From PlanGrid to Autodesk Build 3 min
  • Conclusion
  • Help Us Help You
  • Course Wrap-Up
  • Related Content
  • Training and Support

Welcome to Autodesk Construction Cloud Learning Center!

Welcome to the new Autodesk Construction Cloud™ Learning Center! If you previously took courses on Learn BIM 360, your courses can be found in the BIM 360 tile on the Courses page. We hope you enjoy exploring our new content for all of our Autodesk Construction Cloud™ products.

×