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How to Set Up a New Autodesk Integration for Projects in Riskcast
This guide will walk you through the process of integrating your Autodesk account with Riskcast, allowing you to sync project data between the two platforms.
Prerequisites:
- An active Riskcast account with rights to the Integrations tab.
- An Autodesk account with access to the projects you wish to integrate.
Steps:
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Navigate to Integrations in Riskcast:
- From your Riskcast Admin dashboard, locate and click on "Integrations" in the left-hand navigation pane.
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Start a New Autodesk Integration:
- Once on the Integrations page, add a new integration and select "Autodesk".
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Configure Connection Name and Notes:
- Connection Name: Enter a descriptive name for your integration, such as "New Autodesk Integration" (as shown in the image) or "Autodesk Project Sync." This will help you identify the integration later.
- Notes (Optional): Add any relevant notes about this integration, such as its purpose or specific projects it will cover.
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Link Your Autodesk User Account:
- Under "Linked User Account," you will see your current Riskcast user email.
- Click the "UPDATE" button next to your email address. This action will redirect you to an Autodesk login page where you will need to authenticate and authorize Riskcast to access your Autodesk data.
- Once authorized, you will be redirected back to Riskcast, and your Autodesk account should now be linked.
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Select Projects for Integration:
After linking your user account, navigate to the "COMPANY" tab within the integration setup.- Select Company: If you have multiple companies configured in Riskcast, ensure the correct company is selected from the "Company" dropdown
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- Identify Projects: Move to the Projects tab. Click the "New" button to add a new project from Autodesk.
- Initiate Sync for Each Project: For each project you wish to integrate, click the "SYNC" button located in the "Last Sync" column. This will initiate the initial data synchronization between Autodesk and Riskcast for that specific project.
- Note: The "Last Sync" column will update with the date and time of the last successful synchronization.
- Note: The Sync will occur automatically, but the Sync button is for a manual sync.
- Note: The Cost Types in Riskcast and in Autodesk must be the same for the Sync to work successfully.
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Save the Integration:
- Once you have linked your Autodesk account and initiated synchronization for your desired projects, click the "SAVE" button (usually found in the top right corner) to finalize and save your integration settings.
You have now successfully set up a new Autodesk integration for projects in Riskcast! Data between the selected projects in Autodesk and Riskcast will now be synchronized. Please note that each time a new project is created within Autodesk, it will need to be manually added into Riskcast for the sync to start occuring. A project added into Autodesk will not automatically be added/linked into Riskcast.
What information does the Riskcast / Autodesk Integration pull into Riskcast from Autodesk?
When Autodesk projects are integrated, they are either created if they do not exist in Riskcast, or they are updated if they already exists.
NOTE: the BIM 360 Project MUST have data in ACC Cost in order for it to become visible in the list of available projects within Riskcast. Specifically, the project.relationships.cost object must be defined in the returned data from the API from Autodesk.
COST TYPES
Riskcast does not create / update Cost Types from ACC. However, it does pull cost type data from ACC to ensure that Riskcast matches ACC Cost Types. If any Cost Type that lives in Autodesk is NOT found within Riskcast, then an error is thrown. Riskcast Cost Types will need to be manually updated before another "sync" can occur.
COST CODE, BUDGET CODE, QUANTITY CODE
Budget codes are pulled from ACC Cost Management. Prior to pulling budgets, a check is made to verify that Riskcast contains all cost types. If the cost types match, then Riskcast pulls budgets.
