PRIMUS PLAN

PRIMUS PLAN

, English

Aurigo
Capital Planning for Facility Owners and Operators

General Usage Instructions

Autodesk Construction Cloud®/ Autodesk® BIM 360® Admins can find the PRIMUS PLAN in ACC/BIM 360 Account Administration under the “Apps” tab. Select "Add to BIM 360" to add it to your account.

This basic user guide will enable you to establish a connection with Autodesk Construction Cloud and perform key actions in PRIMUS PLUS.

Step A - Logging in & connecting with ACC

  1. Log in to PRIMUS PLUS with your credentials.
  2. Navigate to Manage Project.
  3. Click Authorize Autodesk.
  4. Complete logging into ACC with system integration credentials.
  5. This is a one-time activity.


Step B - Create Project and Budget Estimate & Push to ACC

  1. Navigate to Manage Projects.
  2. Opt for Create Project in Autodesk.
  3. Enter the required values and click Save. The project will be saved both in PRIMUS PLAN and ACC simultaneously.
  4. Alternatively, you can click New, create the project in PRIMUS PLAN, and save. Then select it, and click Publish to Autodesk.
  5. In both cases, the project will be pushed to ACC.
  6. Create a budget estimate and its cash flow, then publish it.
  7. Add the project to a portfolio and approve the portfolio.
  8. The project and its budget estimate will be approved automatically.
  9. Select the approved budget estimate, click Publish to Autodesk.
  10. The budget will now be available in the Cost Management module of the project in ACC.


Step C - Syncing of Contracts, Payment Applications, Expenses, and Change Orders from ACC to PRIMUS PLAN

  1. Once the approved budget is available in ACC, you can proceed with further processes.
  2. Create a contract and set it as Executed. It will be synced to PRIMUS PLAN under the Commitments module.
  3. Create a payment application and set it as Paid. It will be synced to PRIMUS PLAN under the Payment Applications & Expenses module.
  4. Create an expense and set it as Paid. It will also be synced to PRIMUS PLAN under the Payment Applications & Expenses module.
  5. Create a change order and set it as Executed. It will be synced to PRIMUS PLAN under the Commitments->Revisions module.
  6. Data from commitments, payment applications, and expenses will be updated to dashboards and reports, providing a real-time status of planned vs. actuals.

Commands

Installation/Uninstallation

Additional Information

Known Issues

Contact

Company Name: Aurigo
Support Contact: support@aurigo.com

Author/Company Information

Aurigo

Support Information

Aurigo prides itself on providing world-class support to our customers. Users of Aurigo Plan will be supported at every stage of their journey. This includes:

- Dedicated customer success to facilitate the onboarding and training process.

- Dedicated support channels that include both email and telephonic support.

- In-app help files and product documentation.

General support queries can be sent to support@aurigo.com

Version History

Version Number Version Description

1.1.0

PRIMUS PLAN v1.1.0 includes all of the features and modules required to plan and manage your capital portfolio. Key highlights of this release include: - Capture project charters and investment opportunities that align with your business goals - Define project scope and detail out budgets, forecasts and project risks. - Optimize a multi-year portfolio by combining projects using what-if scenarios and dynamic forecasting capabilities. - Integrate projects and budgets with Autodesk Construction Cloud for use by project managers and field teams. - Integrate Commitments, Payment Applications, Expenses & Change Orders from Autodesk Construction Cloud to PRIMUS PLAN for planned Vs actuals performance updates - Generate real-time reports on project and portfolio health to pro-actively respond to issues and overruns.
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