SiteView Bookmarks

TABLE OF CONTENTS

• Introduction
  • SiteView Bookmarks
  • Beyond Construction
  • Use Cases
• Permissions
• Add a Bookmark
• Edit a Bookmark
• Share a Bookmark
• Move a Bookmark
• Delete a Bookmark

Introduction

SiteView Bookmarks

Make setup easy and start important work quickly. With just one click, you can load your custom project views, helping teams jump right into their tasks, run smooth meetings, pass on work easily, and keep the project on track. Bookmarks save everything— like layouts, annotations, & viewers — so you can pick up exactly where you left off. You can create Personal Bookmarks (limited to your own use) or Team Bookmarks for easy sharing and working together, making complex tasks simpler for everyone.

Note: Users with the SiteView Observer role cannot create or access Bookmarks. All other roles can.

Beyond Construction

Bookmarks also improve facility and asset management. They make keeping track of documents easier, organizing maintenance tasks, and getting familiar with a site virtually. You can easily create and share bookmarks for important equipment locations, key assets, or standard inspection routes, making managing facilities and training new staff simpler.

Use Cases

• Collection of Layouts: Bookmarks can be organized under personal and team lists, making it easy to share and access project layouts. Personal bookmarks let team members save their preferred settings, while team bookmarks ensure everyone stays aligned. This system streamlines access to specific views, reducing search time and boosting workflow efficiency.
• Launching Workflows: Bookmarks allow quick launch of critical workflows, like setting up specific configurations for meetings. With one click, the team accesses the exact project state needed, complete with views, data, and annotations, saving time and ensuring everyone is aligned for productive meetings.
• Issue and Task Management: Used with annotations, bookmarks enhance tracking issues, problem-solving, and task management. They link directly to specific issues in the BIM model and relevant annotations, making it easier to find and address problems, and improving workflow efficiency.

These use cases show how Cupix Bookmarks can enhance collaboration, streamline workflows, and improve project management.

Watch the video for a quick introduction: 

Permissions

• Bookmarks can be created for personal use or shared with all users invited to a SiteView.
• A Project Admin can restrict SiteView access to invited members only.

Add a Bookmark

Here is how to add a bookmark:

1. Click on the Bookmarks icon  on the left side menu.
2. There are two types of bookmarks: Personal and Team. Choose a type.

   

3. Click on either Add Your First Personal Bookmark or Add Your First Team Bookmark. We will create a personal bookmark for this 
4. Select from the following options:
   • Name - Add a name to your bookmark (required).
   • Capture - Choose to keep the current capture, use the latest capture, or a specific date.
5. Click on the Create button.
6. Your bookmark will appear as part of a list.

   

(Note: Once a bookmark exists, the option changes to "+ Add Bookmark".)

Edit a Bookmark

Here is how to edit a bookmark:

1. Click on the 3 dots  next to the bookmark you want to change.
2. Click on Edit.
3. Change the Name and/or Capture details, then click Update.

Share a Bookmark

Here is how to share a bookmark:

1. Click on the 3 dots  next to the bookmark you want to share.
2. Click on Copy Bookmark URL.
3. The link is added to the computer's clipboard. You can now paste it into an email or message to share with others.

Move a Bookmark

Here is how to move a bookmark from Personal to Team:

1. Click on the 3 dots  next to the bookmark you want to move.
2. Click on Move to Team.
3. Click on Yes, move it. 

(Note: Once moved to a Team status, it cannot be moved back to Personal.)

Delete a Bookmark

Here is how to delete a bookmark:

1. Click on the 3 dots  next to the bookmark you want to delete.
2. Click on Delete.
3. Click on the Delete button.