Progress
Track the status of model elements and see how far a project has come on the progress dashboard.
Progress tracking records what state the elements of your models are in. A site manager marks the walls of level 2 as "Installed", an inspector marks them "Inspected", and the dashboard counts how many elements of the project, or of one part of it, are not started, in progress or complete.
It lives under Progress in a project's menu, on four tabs:
| Tab | What it is for |
|---|---|
| Dashboard | Counts and charts of the elements by status. Read only. |
| Elements | The list of elements that hold a status. Set, change and clear statuses here, and export them. |
| Scopes | The parts of the project the dashboard can count: some models, a view, or a search set. Each scope can carry its own charts. |
| Statuses | The status sets and status categories the project uses. |
An element is identified by its IFC GlobalId. The same element in two models, or in a newer version of a model, is the same element with the same status. Its properties (storey, family, category and so on) are always read from the model's conversion, so they stay current when a new version is uploaded.
Key ideas
- Status set: an ordered list of values, each with a name, a colour and what it counts as on the dashboard: Not started, In progress or Complete. For example "Progress": Planned, Installed, Inspected.
- Status category: what an element is tracked as, such as "Walls" or "MEP". Each category uses one status set. An element holds one status per category, so the same element can be "Installed" in one category and "Open" in another.
- Tracked element: an element that has been given a status at least once. It appears on the Elements tab.
- Scope: a named slice of the project the dashboard counts. Every element of the scope counts, tracked or not. An element with no status in the chosen category shows as Not tracked and counts as not started.
A new project starts with a "Default" category on a "Default" set with three values: Open (not started), Solved/Completed (complete) and Problem (in progress). You can rename, recolour or delete them like any other.
Who can do what
Organization owners and admins can do everything. For everyone else, what they can do with elements and scopes depends on the Element statuses level of their permission profile on the project. Setting up statuses and property columns is for whoever manages the project.
| Action | Who |
|---|---|
| See the Elements and Scopes tabs, open an element, export CSV | Element statuses: View or higher |
| See the Dashboard | Element statuses: View and Models: View |
| Create a scope; edit your own scopes and their charts; set or clear statuses, and use Track elements, on the elements of your own scopes (their models, and what a search set matches on them) | Element statuses: Create or higher |
| Set or clear the status of any element, see the trash, edit anyone's scope | Element statuses: Edit or higher |
| Move elements to the trash and restore them, delete a scope | Element statuses: Full control |
| Create, edit and delete status sets and categories | Project admins, organization owners and admins |
| Add and remove property columns | Project admins, organization owners and admins |
Everyone on the project can see the status sets and categories, since they need them to set statuses. With the default profiles, Manager has full control of element statuses, Contributor, Field and Partner can edit, and Viewer can only view.
Set up statuses
Do this once per project, before people start setting statuses. Only project admins see the buttons.
Open Progress, then Statuses.
Under Status sets, click New status set. Give it a name and add its values with Add status. Pick a colour for each and choose what it counts as. Use Move up and Move down to put the values in order. Click Create status set.
Under Status categories, click New category. Name it, choose its status set, and click Create category.
If you don't choose what a value counts as, it is decided by its place in the set: the first value is not started, the last one is complete, and those between are in progress. What a value counts as applies to every scope and to the dashboard alike.
Names must be unique within a set, and set and category names must be unique within the project. A set can hold up to 50 values.
A new project starts with a "Default" set (Open, Solved/Completed, Problem) and a "Default" category, named in the language of whoever created the project. Statuses set in the AR app use the same sets and the same permissions.
Set the status of elements
From the list
Open Progress, then Elements.
Filter the list if you need to: search by name, GlobalId or category, or pick a status category, a status value or a model.
Tick the elements you want, then click Set status (n) in the header.
Choose a status and click Set status. Choose No status to clear the status in that category. Selected elements whose model is gone are left out.
You can set the status of up to 500 elements at once. The whole change is applied together or not at all.
One element
Click an element in the list to open its card. The Status tab shows one field per category with the current value and when it was set. Change any of them and click Save status. The Properties tab shows the element's properties as its model reads them, and Activity shows who changed what and when.
The card only changes the element you opened, even when others are selected in the list.
Track new elements
Elements appear in the list once they hold a status. To give elements of a model their first status:
On the Elements tab, click Track elements.
Choose a model, then a property and a condition: Equals, Contains or Has any value. Click Find elements.
The sheet tells you how many elements it found in the model's current version. Choose a status and click Set status on n.
For example: the structural model, "Family Name" Contains "Column", set to "Planned". A search can set at most 500 elements; if it finds more, narrow the condition. A model that is not converted yet has no properties to search.
Add property columns
Click Property columns on the Elements tab to see which model properties are listed beside each element. Project admins can pick a property from the models and click Add, or remove one. The values are read from each element's model. If a model's files can't be read, the column stays empty for its elements.
Remove and restore elements
Select elements and click Move to trash, or open an element and click Delete. An element in the trash keeps its statuses, hidden with it, and no one can set a status on it until it is restored.
To see the trash, set Show to Trash in the filters. Select elements and click Restore to bring them back with their statuses. An element's card shows the reason it was removed, and its Activity tab shows who removed it.
Create scopes
Open Progress, then Scopes, and click New scope. The New scope button on the dashboard leads to the same place.
Name it, for example "Tower A structure", and choose what it Counts: Models (pick up to 50), A view (the models the view holds now) or A search set (its models, narrowed to what the search set matches).
Click Create scope.
A scope based on a view follows the view: add a model to the view and the scope counts it too. A search set with no conditions matches nothing, so its scope counts nothing until conditions are added.
Add a chart to a scope
Each scope can have its own charts, on top of the built-in ones. In the scopes list, use the chart button on a scope's row, then:
- Shows: Completion by status, Number of elements, or the sum, average, minimum or maximum of a property (choose it under Of).
- Grouped by: a model column such as level or category, or any property of the scope's models.
- Then by: an optional second grouping.
Click Add chart. Charts belong to the scope, so everyone who opens it sees the same ones. A scope can hold up to 30 charts.
Read the dashboard
Open Progress, then Dashboard.
Pick a Scope, or leave it on Whole project to count every model's current version.
Pick a Status category. The first one is used by default.
The top row shows how many elements are Complete, In progress and Not started, each with its share of the total. Below that:
- Total: every element of the scope by status, as a donut.
- Level, Category and Family: built-in completion charts. Levels are listed top down, by the elevation the models give their storeys.
- The scope's own charts.
Click a bar or a slice to see the elements behind it, up to 500 at a time. Each element counts once, even when it is in several models. Models not converted yet are not counted; the summary line names them. A chart shows its first 40 groups.
The scope and category you pick are part of the page address, so you can share a link to a specific view of the dashboard.
Export the status report
Click Export CSV to get a "Status Report" file. It is made in the background: you get a notification and an email with the download link when it is ready, and the link lasts 7 days. One report holds up to 500,000 rows. See Exports.
- On the Elements tab, the file has every element matching the current filters, not just the page or the selection.
- On the Dashboard, it has the elements the dashboard counts: those of the scope (or the whole project) in the chosen category, including a "Not tracked" row for each element that has no status.
Each row has the GlobalId, name, category, status category, status, model, version, who set it and when, followed by Storey, Original ID, Original Category, Original Storey, Phase Created, Phase Demolished, Family Type, Family Name, System Names, Revit ID and the project's property columns. The Revit ID column is left out when no row has one. The header row and file name are in your language, and dates use your time zone.
Exporting from the dashboard needs Models: View as well.
Good to know
- Deleting what is in use is refused. You can't delete a status value an element holds, a status set a category uses, or a category elements hold a status in. Change those elements first.
- A category's set is fixed once elements hold a status in it. You can still rename the category.
- Deleting a scope removes its charts. The models, views, search sets and statuses it counted stay.
- Deleting a view or search set leaves the scopes based on it counting nothing. The dashboard says so and links to Scopes so you can point the scope elsewhere.
- Deleting a model keeps the statuses set on its elements. An element whose model is gone can't get a new status from its card until it is tracked again from a model.
- Two people editing the same scope's charts at once: the later save wins.
- Status changes are recorded in the element's activity. No emails are sent for status changes.
The same operations are available through the API reference for elements and statuses, and the dashboard API for scopes.