Place a pin
A pin marks a point on the site with a note: information, a defect, or a request for information (RFI), which is a formal question to the designer or another party. Each pin keeps the view you placed it from, so anyone can return to exactly what you saw.
Place pin shows at every access level, but only Master can save a pin. Other levels see Not permitted.
Place a pin
- Go to where the pin belongs, on the site map or inside a scan. Inside a scan, if you click a model element first, the pin is attached to that element.
- Click Pins on the rail.
- Click Place pin. The button changes to Click in the scene….
- Click the exact spot. The New Pin form opens.
- Enter a Title.
- Choose the Type: Info, Defect or RFI.
- Choose the Status: usually Open.
- Add a Description and your name in Author.
- Click Save.
Screenshot to comeThe New Pin form open beside a pipe in a scan, with Title, Type, Status, Description and Author filled in.
Add more detail
Click More details in the form to add:
- Priority: Low, Normal, High or Critical.
- Due date.
- Assigned to: a name or email address.
- Project stage: for example Construction or Operations. Choose Add custom… to type your own.
- Labels: one or more labels, for example Electrical or HVAC. Choose Add custom… to type your own. Labels let people filter pins.