Object check CAFM Connect import (documents)

When importing data via the CAFM interface, you can check the imported objects for missing documents. This check is performed against the corresponding BIM profiles in the portal. This allows you to identify which objects are missing documents required by the BIM profile.

Purple button with white text "Voraussetzung" and icon of checklist or document on left side

The data for the document type (trade, trade group, and register/document type) has been maintained.

Path to the starting point: Control Panel - Portfolio (BIM) - BIM Information Management - Profiles

Select the desired profile by clicking the Edit icon.
In the Required Fields, Attributes, Documents section, fill in the Trade, Trade Group, and Register/Document Type fields.

Note: Make sure to select only the relevant entries in the tree view. By default, all of them are selected.

Click Apply Document Type to Selected Table/Object Type.

Button: "Dokumenttyp zur selektierten Tabelle/Objekttyp übernehmen" with left-pointing arrow icon

The document type appears in the tree view as a required document.

Screenshot of eTASK folder structure showing mandatory fields, attributes, and documents. A PDF file is highlighted with a red circle.

Click Save in the toolbar.
To perform the comparison, click Tools/Update Validation.

Screenshot of "Extras" dropdown menu with "Validierung aktualisieren" option visible

After validation, the current status of the profile is displayed in a traffic light view.

Table showing profile validation with columns for Profile, Building, and Data Type, displaying multiple rows of Profil 53825, CGN-TT01, and Dokument