Leadsheets in LSPx User Guide

• 1. Introduction
• 2. Features of Leadsheets in LSPx
• 3. User Journey to Create LSP Pack
• 4. Creating a Pack using Leadsheets in LSPx
  • 4.1. Accessing Leadsheets for a tool
  • 4.2. Adding drawings(RP sheets, Sub-Packs, and Live Sheets) on Leadsheets
  • 4.3. Revert and Delete Drawings in Leadsheets
  • 4.4. Restoring and Deleting Drawings from the Archive
  • 4.5. Drafting LSPs using Leadsheets in LSPx
  • 4.6. Adding Revisions for LSPs in LSPx
• 5. Sub-Package Creation using Leadsheets.
  • 5.1: Access the Tool Template
  • 5.2: Populate Template Tool Details
  • 5.3: Finalize Template Tool Creation
  • 5.4: Manage Drawings and Issue Sub-Pack
  • 5.5: Additional Notes
• 6. Using Sub-Packs to Create LSPs in LSPx
• 7. DAC Integration with Leadsheets
• 8. EXTRAS

1. Introduction

Leadsheets is a powerful feature in LSPx designed to streamline the creation of Location Specific Packages (LSPs) for AE users. This feature enables users to combine two critical components: RP drawings (static sheets sourced directly from the RP repository on BIM) and live sheets (dynamically uploaded directly into the leadsheets).

Users can now leverage the Sub-Packages feature in LSPx to create discipline-specific packages for each combination of CEID and Process. This feature ensures that static sheets from RP packages are categorized and managed under five predefined sub-packages—General (G), Architectural (A), Mechanical (M), Electrical (E), and Structural (S).

These sub-packages are readily available for users to utilize when creating LSP packs, simplifying the workflow. AE users only need to upload the required live sheets and add the relevant sub-packages for each discipline. Once complete, users can easily add revisions to the LSP by including the five sub-packages and any additional live sheets, ensuring a streamlined and efficient process for LSP creation.

2. Features of Leadsheets in LSPx

The Leadsheets feature in LSPx offers a comprehensive solution for creating and managing LSP packages, including the ability to incorporate additional data such as FDS sheets and more.

A detailed breakdown of the features available in Leadsheets, along with their functionality and user access levels, is provided in the table below for easy reference.

Feature	Summary	Access
Auto-Sort in G.A.M.E.S	Automatically sorts all drawings in the Leadsheet based on the G.A.M.E.S discipline pattern (General, Architectural, Mechanical, Electrical, Structural).	All AE Users
Add	Allows users to add RP sheets and sub-packages into the Leadsheet.	All AE Users
Delete	Enables users to delete drawings from the Leadsheet tile.	All AE Users
Upload	Provides users the ability to upload live sheets from their local machines into the LSPx system and BIM360.	All AE Users with BIM write access on the project.
Archive	Drawings deleted from the Leadsheet are initially moved to the Archive, where they can be restored or permanently deleted.	All AE Users
Revert	Applies only to drawings with a non-solidified revision, reverting them to their last solid state or removing them if they were never solidified.	All AE Users
Generate Draft PDF	Combines drawings in the Leadsheet to create a draft LSP pack. Users can submit a request, and once processed, the draft can be downloaded as a PDF.	All AE Users
Download Draft PDF	Enables users to download the last generated draft PDF for the tool.	All AE Users
Draft PIP	Allows users to download a PIP (Project Information Package) Excel file to their local machine.	All AE Users
Copy Go-By Drawings	Works with DACs to copy drawings from the Go-By tool to the target tool where the DAC was closed.	AE Design Leads ONLY
Approve/Reject IFC Packs	Grants Tool Owners the authority to approve or reject IFC Main revisions with solid integer revisions, published in the revision tile.	Tool Owners ONLY
Delete Revisions	Allows sequential deletion of revisions in the revision tile, except for solidified IFC revisions.	Tool Owners ONLY
Upload Support Documents	Enables uploading of supporting documents to the LSP package and syncing them to BIM.	All AE Users

Leadsheets in LSPx is continually evolving with new features being added to enhance its capabilities, making it a comprehensive and efficient solution for creating Design Packages through automation.

3. User Journey to Create LSP Pack

After accessing the Leadsheets, the user follows a structured process to prepare the content of the pack for revision.

1. Add/Upload Drawing Sheets: Begin by adding the required RP sheets or live sheets from the repository into the tool’s Leadsheets or directly upload from local machine.

2. Remove Unnecessary Files: Review the content and remove any files that are not needed in the pack to ensure only relevant drawings are included.

3. Generate Drafts: Once the drawings are finalized, create draft versions of the pack to review and verify the layout and content.

4. Add Revisions: After confirming the draft, proceed to the Revision Tile to add a revision. This step finalizes the LSP pack and automatically publishes it, along with the PIP report, to BIM.

This streamlined process ensures the LSP pack is complete, accurate, and ready for seamless collaboration.

4. Creating a Pack using Leadsheets in LSPx

The process for creating an LSP pack follows a specific sequence that AEs should adhere to. This process is outlined in the sections below, organized into distinct groups for clarity.

4.1. Accessing Leadsheets for a tool

Select a tool from the LSPx application’s tool schedule and navigate to the tool’s leadsheet by following the steps below

1. Open the LSPx Application: Navigate to the LSPx application by entering the provided URL in your web browser.

2. Access the Tool Details Page: From the Tool Schedule, select any tool of your choice and open its Tool Details page.

3. Navigate to the Leadsheets Page: Click on the Leadsheets tab within the Tool Details page.

4. Explore the Leadsheets Tile: You will be directed to the Leadsheets tile, where you can begin creating and managing your LSP packages.

4.2. Adding drawings(RP sheets, Sub-Packs, and Live Sheets) on Leadsheets

When editing a leadsheet in LSPx, users have access to several features that enable them to customize and refine the content efficiently. Users can perform the following actions:

• Add RP Sheets: Users can add individual RP sheets to the leadsheet by clicking the Add button. A popup will appear, allowing users to filter and select the required RP sheets. Once selected, the drawings are mapped and added to the leadsheet.

• Add Sub-Packages: Users can also add sub-packages, which are collections of RP static sheets grouped by discipline. To add sub-packages, users need to access the Sub-Packages tab within the Add popup. From there, users can select the desired sub-pack and map it to the leadsheet. Note that only one sub-pack per discipline can be added, and duplicate drawings—whether as part of a sub-pack or added individually—are not allowed.

• Upload Live Sheets: Users can upload live sheets directly to the leadsheet by selecting the Upload option, accessible via the three-dot menu. During the upload process, the system may prompt new users to authenticate their BIM360 credentials. Once validated, users can select files from their local system, provided the file format complies with LSPx requirements (e.g., PDFs or DWGs) and adheres to the naming convention, which requires that the file name begins with the entity name of the tool. Successful uploads ensure the live sheets are added to the leadsheet and synced with BIM360.

NOTE : The title of the uploaded sheets can be edited/updated as long as the drawings have a non-solidified (*) revision.

These capabilities allow users to maintain organized and up-to-date leadsheets by seamlessly integrating RP sheets, sub-packages, and live sheets, while adhering to system constraints to prevent duplication and ensure proper version control.

Drawing Type	How to Add	UI Element	How it Works
RP Static Sheets	Using the Add Feature (Map Existing Drawing)		* All RP sheets from BIM RP Project are available * Displays only a set of drawings that either have the same 3 letter CEID as the tool or the exact match to the tool entityname * Users can only add one file for a specific file name * By default, it only displays the drawings from an RPs latest revision
Sub-Packages	Using the Add Feature (Subpackages)		* Sub-Packages are created using template tools * This tab/grid lists all the subpacks available with the same 3 letter CEID as the tools CEID * Users can add only one sub-pack per discipline * By default, it only displays the latest revision of a subpack per discipline
Live Sheets	These sheets are uploaded from the Leadsheets tile using the Upload feature		* Only allows the users to upload DWG and PDF files. * Each file being uploaded must follow a specific naming convention * Every file uploaded gets uploaded on BIM and if its a DWG, Its TITLE is automatically scrapped.

To gain a detailed understanding of the Add features in LSPx, please refer to the video demonstration below.

4.3. Revert and Delete Drawings in Leadsheets

Leadsheets in LSPx also allows the users to be able to delete any drawing sheet that is added into the LSPx. The deleted drawings upon deletion are added into the archive to be restored back into in the leadsheet or to permanently delete their association with the specific tool.

Revert on the other hand works only on the the LIVE sheets when their drawing revision is * i.e. an unsolidified live sheet. The reverted files are restored back to their older solidified state, if one exists. Or else, the drawings are simply removed from the leadsheets as well as from the BIM360.

To gain a detailed understanding of the Delete and Revert functionality, please refer to the video demonstration below.

4.4. Restoring and Deleting Drawings from the Archive

In LSPx, the archive serves as a repository for all drawings that are deleted from the leadsheets. Users can leverage the archive to restore deleted drawings or permanently delete them, ensuring efficient management of leadsheet content and version control.

• Restoring Drawings from the Archive:
  The archive can be accessed directly from the leadsheet by clicking the three-dot menu and selecting the Archive option from the dropdown. Within the archive, all previously deleted drawings, including RP sheets, sub-packs, and live sheets, are displayed. To restore a drawing, users can simply select the desired sheet from the archive and click the Restore button. The restored drawing will be added back to the tool’s leadsheet in its original state, allowing users to continue working on it seamlessly.

• Permanently Deleting Drawings from the Archive:
  The archive also provides the option to Permanently Delete drawings, ensuring that unwanted files are completely removed from the tool and the system. When users choose to delete a drawing permanently, the system performs the following actions:

• For drawings with a * (asterisk) revision, the system reverts the drawing to its last solid state before deletion.

• For RP sheets, live sheets, or sub-packs added through the Add feature, the drawings are permanently removed from both the archive and the tool.

This feature helps maintain a clean and accurate leadsheet by removing outdated or irrelevant content while ensuring that any solidified revisions remain intact and consistent.

Note: The archive is automatically cleared of all drawings whenever a new IFC MAIN PACK gets approved for the tool. This ensures that only the most relevant and up-to-date content remains available in the leadsheets.

For a comprehensive understanding of the Delete and Revert functionality, please refer to the video demonstration below

4.5. Drafting LSPs using Leadsheets in LSPx

The draft features in LSPx allow users to review their progress while working on an LSP before finalizing an actual revision. Users can generate draft versions of the pack or specific sheets to assess their work and ensure everything is organized correctly. To access the draft features, users can click on the three-dot menu on the leadsheet and select the Generate Draft PDF option. This action sends a request to the system to create a draft version of the LSP. Depending on the size of the pack, it may take a few seconds to a minute to generate. Once the draft PDF is ready, users can download it by clicking on the three-dot menu again and selecting Download Draft PDF, which will be enabled once the draft is available for download.

In addition to the draft PDF, users can also generate a Draft PIP Report by selecting the Draft PIP option from the same dropdown menu. Leadsheets also provide a Selective Drafting feature, enabling users to create a draft PDF for specific sheets instead of the entire pack. Users can achieve this by selecting the desired sheets on the leadsheet before clicking Generate Draft PDF. This is particularly useful for reviewing individual progress, focusing on specific disciplines, or validating only a subset of work within the pack.

By using these draft features, users can efficiently monitor their work, perform interim reviews, and ensure that the final LSP is accurate and complete before issuing revisions.

For a detailed understanding of the Drafting features in LSPx, please refer to the video provided below.

4.6. Adding Revisions for LSPs in LSPx

LSPx allows users to manage LSP drawings seamlessly using the leadsheets. Once all necessary drawings have been added, uploaded, or deleted to ensure the leadsheet contains the relevant sheets, AE Design Leads can initiate the revision process for a tool by using the Add Revision feature.

To add a revision in LSPx, follow these steps:

1. Navigate to the leadsheet for the desired tool.

2. Click on the Add Revision button.

3. A popup window will appear, prompting the user to fill in a few mandatory fields:

   • Pack Type:

     • Main Pack: Includes all drawings available in the leadsheet.

     • Pedestal Pack: Issues a revision only for structural sheets from the leadsheet.

   • Revision Number: Specify the desired revision number.

   • Milestone: Select the milestone for which the revision is being issued.

   • Pack Description or Tool Model Description: Provide a description of the LSP pack or the tool model, depending on the pack type selected.

4. Optional fields include:

   • Comments: Add any additional notes or details relevant to the revision.

   • Support Document Upload: Attach any supporting documents, if necessary.

5. Once all mandatory fields have been populated, and optional fields addressed as needed, click the Issue button to finalize and submit the revision.

Upon issuing the revision, LSPx will generate the LSP pack based on the selected Pack Type, Revision Number, and Milestone. The generated LSP pack will then be automatically uploaded to BIM360 under the relevant folders, ensuring accurate and efficient version control.

Please refer to the video demonstration below to understand how to add revisions in LSPx.

5. Sub-Package Creation using Leadsheets.

Sub-packages in LSPx allow users to create discipline-specific components of an LSP, providing flexibility and enabling independent workflows for various teams. Follow the steps below to create sub-packages efficiently using template tools in LSPx.

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5.1: Access the Tool Template

1. Navigate to the Tool Schedule page in LSPx.

2. Click on the Add Tool button located at the top-right corner of the page.

3. A popup will appear with a tab for Tool Template. Switch to this tab to proceed with the sub-pack creation.

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5.2: Populate Template Tool Details

In the template tool creation popup, you will need to fill in the following fields:

• Facility: Select the facility where the tool will be utilized.

• BIM Site Project: Specify the BIM Site Project associated with the tool.

• CEID: Enter the CEID associated with the sub-pack.

• Process: Specify the process related to the tool.

• Functional Area (FA): Indicate the functional area for the tool.

Once these values are filled, the entity name is automatically generated based on the provided details.

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5.3: Finalize Template Tool Creation

1. After filling in all the required fields, click the Save button to create the template tool.

2. Upon creation, you will be automatically navigated to the template tool’s leadsheet.

3. Five sub-pack placeholders for each discipline will be added to the template tool by default, providing a foundation for sub-pack creation.

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5.4: Manage Drawings and Issue Sub-Pack

In a template tool, users can add RP sheets to the sub-pack placeholders as follows:

1. Click on the name of the sub-pack placeholder. This action will open a popup where you can add drawings into the sub-pack.

2. Add the necessary drawings to the placeholders.

3. If ready to issue, click on the Add Revision button.

4. On the Add Revision popup, there’s nothing mandatory to fill except the Comments field, which is optional, the rest fields are automatically filled by LSPx and are in-editable

5. Issue the revision to finalize and upload the sub-pack to BIM360.

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5.5: Additional Notes

• Sub-pack creation through template tools ensures proper organization and alignment with project requirements.

• Template tools streamline the process, making it easier to manage discipline-specific sub-packs independently.

• In a template tool, the users should not add drawings into the tool directly but instead should add them into the sub-pack placeholders depending on the discipline of the placeholder.

• Each sub-pack revision starts at 0 and increments by 1 with every new revision added to the template tool.

• When changes are made to the sub-pack children drawings, the revision of the subpacks immediately changes to *, representing that a change to the sub-pack was made that is not revisioned yet.

Following these steps, users can efficiently create and manage sub-packages within LSPx, ensuring streamlined workflows and organized project deliverables.

Please refer the video demonstration below to see how to create a sub-pack using leadsheets in LSPx.

6. Using Sub-Packs to Create LSPs in LSPx

To create an LSP with sub-packs and live sheets in a normal tool, navigate to the desired tool's leadsheet via the Tool Schedule page in LSPx. Use the Add button to add sub-packages for all required disciplines. For live sheets, utilize the Upload Live Sheets feature, ensuring they meet the required format and naming conventions.

Once all drawings are organized, click the Add Revision button to issue a pack. On the Add Revision popup, select the Pack Type (Main Pack for all drawings or Pedestal Pack for structural sheets only), specify the Revision Number, and choose a Milestone. Optionally, add comments for the revision. After completing the necessary details, click Issue to finalize the revision. The generated LSP pack will be automatically uploaded to the appropriate folder on BIM360, ensuring accurate version control and streamlined project workflows.

Please refer to the video demonstration below to understand how to create LSPs using sub-packages in LSPx

7. DAC Integration with Leadsheets

DACs also play an important role in helping the users to be able to copy the RP static sheets from a VFK to an MOK or an MOK to another MOK by using the Copy Go-By Drawings Feature on the leadsheets under the 3 dot menu.

Steps to use:

1. Take two tools, a VFK/MOK and another an MOK.

2. For the two tools selected, ensure that VFK/MOK tool has an APPROVED MAIN PACK IFC revision that has some drawings in it.

3. For the MOK tool, Create an Close a DAC and ensure that the MOK tool is selected as the Go-By tool on the Tool Owners Details Page on the DAC.

4. As soon as the DAC gets closed, the system checks in the background and if the tool for which the DAC was closed has a Go-By assigned in the DAC AND the Go-By has an APPROVED MAIN PACK IFC revision that has some drawings in it.

5. Then, the Copy Go-By drawings button on the Leadsheet tile under the 3 dot menu gets enabled.

6. When the user clicks on the Copy Go-By drawings button, a job would search the Go-By tool for its latest IFC MAIN PACK APPROVED revision and copy all its RP drawings into the MOKs Leadsheet.

Please refer to the video demonstration below to understand how to use the DAC automation to automate the design process and create LSPs using Leadsheets.

8. EXTRAS

1. The Title of the Live sheets uploaded using the Upload feature can be edited and updated as long as the drawing has a * revision.

2. To efficiently select multiple items, you can use the Shift key. Click on the first item you want to select, hold down the Shift key, and then click on the last item. This action automatically selects all items in between, making it easier to manage large sets of data or drawings.

3. To select multiple specific items that are not in a continuous sequence, use the Ctrl key. Hold down the Ctrl key and click on each individual item you want to select. This method allows you to pick and choose specific items from a list without affecting other selections.

4. When a new revision of a drawing (RP, Live Sheet, or Subpack) becomes available in the system, it is marked with a red asterisk on the drawing's revision in the tool's leadsheet where the same drawing is being used. This indicates that an updated version is ready for synchronization. To upgrade to the latest revision, simply click the red asterisk, review the details in the popup, and then click the Upgrade button to complete the process.

5. Users can preview any drawing file directly from the tool's leadsheet by clicking the eye icon. In the popup that appears on using the add feature, select the desired drawing to view its preview instantly.

6. To organize drawings in the correct order, use the Auto-Sort in GAMES button for automatic sorting. If manual adjustments are needed, utilize the Drag and Sort feature on the leadsheet to rearrange files as required.

7. To update a live sheet, re-upload the revised file with the same name to increment its revision, which will change to * and increase by 1 upon IFC approval by the Tool Owner.

8. Stakeholder details associated with a tool are exported and included in the EXCEL PIP Report as a dedicated new sheet, which is then uploaded to BIM.

9. The title header of the auto-generated title sheets includes a dynamic field called Tool Model Description, which AE DLs must fill out in the Add Revision popup when adding revisions.

10. All support documents uploaded with a revision are compiled and listed on a separate sheet in the auto-generated PDF pack, positioned immediately after the title sheets.