
PRIMUS PLAN
, EnglishGeneral 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
- Log in to PRIMUS PLUS with your credentials.
- Navigate to Manage Project.
- Click Authorize Autodesk.
- Complete logging into ACC with system integration credentials.
- This is a one-time activity.
Step B - Create Project and Budget Estimate & Push to ACC
- Navigate to Manage Projects.
- Opt for Create Project in Autodesk.
- Enter the required values and click Save. The project will be saved both in PRIMUS PLAN and ACC simultaneously.
- Alternatively, you can click New, create the project in PRIMUS PLAN, and save. Then select it, and click Publish to Autodesk.
- In both cases, the project will be pushed to ACC.
- Create a budget estimate and its cash flow, then publish it.
- Add the project to a portfolio and approve the portfolio.
- The project and its budget estimate will be approved automatically.
- Select the approved budget estimate, click Publish to Autodesk.
- 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
- Once the approved budget is available in ACC, you can proceed with further processes.
- Create a contract and set it as Executed. It will be synced to PRIMUS PLAN under the Commitments module.
- Create a payment application and set it as Paid. It will be synced to PRIMUS PLAN under the Payment Applications & Expenses module.
- Create an expense and set it as Paid. It will also be synced to PRIMUS PLAN under the Payment Applications & Expenses module.
- Create a change order and set it as Executed. It will be synced to PRIMUS PLAN under the Commitments->Revisions module.
- 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
Author/Company Information
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. |