Autodesk Construction Cloud

Autodesk Construction Cloud (ACC) helps teams manage construction project information such as RFIs, issues, submittals, sheets, and related project content. The Glean Autodesk Construction Cloud connector brings this content into Glean so users can find project knowledge in search and use it in Assistant.

note

A Glean admin must configure this connector. End users can search ACC content in Glean after setup is complete and the initial crawl finishes.

What the connector indexes

The Autodesk Construction Cloud connector indexes content from the ACC account that you connect to Glean.

Supported search content

Projects

• Project name, number, and description
• Project metadata such as status, type, phase, value, and dates
• Project location details
• Created and updated timestamps

RFIs

• RFI number, title, and discipline
• Status, priority, and category
• Question, suggested answer, and official response
• Comments and participants
• Dates, impact fields, and location details
• Attachments
• Created, updated, and closed metadata

Issues

• Issue ID, title, and status
• Type, subtype, and root cause category
• Description, response, and comments
• Dates, location, and assignment details
• Custom attributes
• Linked documents
• Created, updated, opened, and closed metadata

Submittals

• Submittal number, title, and description
• Status, state, priority, and specification details
• Workflow and response fields
• Due dates and schedule-related dates
• Assignment and participant details
• Custom attributes
• Attachments
• Created and updated metadata

Sheets

• Sheet number and title
• PDF content for full-text search
• Tags and timestamps

note

Only published sheets are indexed.

Attachments

The connector indexes supported attachments for RFIs, issues, submittals, and published sheets when Autodesk APIs make that content available to Glean.

Identity and permissions data

The connector also crawls project member information that Glean uses to build permissions and group membership for ACC content. This data supports access control, but project members are not indexed as standalone search documents.

Limitations

The following ACC objects are not indexed:

• Schedule
• Meetings
• Specifications
• Companies
• Draft sheets

Requirements

Before configuring the Autodesk Construction Cloud (ACC) connector, ensure you have the following:

• Glean Permissions: An active Glean deployment with Glean Administrator privileges to manage data sources.
• ACC Account Access: Access to Autodesk Construction Cloud with Account Administrator permissions for the specific target account.
• Autodesk Developer Access: Access to create an Autodesk Platform Services (APS) application.

Prerequisites

• The admin user has access to all ACC projects that you want Glean to index.
• The required ACC modules are enabled on those projects:
  • Build for RFIs, Issues, and Submittals
  • Docs for Sheets

Configure Autodesk Construction Cloud for Glean

The connector setup has two phases:

1. Set up and authorize Autodesk access
2. Select the ACC account and save the connector

Each connector instance connects to one ACC account. To index multiple ACC accounts, create a separate connector instance for each account.

Phase 1: Set up and authorize Autodesk access

Create and authorize the APS app

Create an Autodesk Platform Services app and authorize it for the ACC account that you want Glean to index.

Step 1. Create an OAuth app on Autodesk Platform Services

1. Sign in to Autodesk Platform Services with an admin user, then open My apps to manage OAuth applications.
2. Click Create Application and select Traditional Web App.
3. Set the application name to Glean.
4. Set the Callback URL to the value shown in the Glean setup page, in the format oauth/instance/verify_code. Do not construct the callback URL manually.
5. Add the following Autodesk APIs to the app so the OAuth flow can request the right scopes:
   1. Data Management API for data:read
   2. BIM 360 API / Account Admin API for account:read
6. Click Create App.
7. Copy the Client ID and Client Secret shown by Autodesk. Copy the secret now because Autodesk may show it only once.

Step 2. Add Glean as a Custom Integration in Autodesk Construction Cloud

Before Glean can access your content, you must authorize the Client ID from Step 1 as a Custom Integration within each Autodesk account (ACC, Autodesk Forma, or BIM 360) you want to index. If you skip this step, Glean cannot access the account or hub that you want to crawl. For more information, see the Autodesk ACC Custom Integration Tutorial.

1. Sign in to the Autodesk home page at acc.autodesk.com/home as an Account Administrator.
2. From the app picker or left navigation, open Hub Admin. This may also be labeled Account Admin.
3. Use the hub or account picker at the top of the page to select the hub that you want Glean to index.
4. In the left navigation, click Custom Integrations, then click Add custom integration.
5. Paste the Client ID from step 1 into the Autodesk Platform Services Client ID field.
6. Set the custom integration name to Glean and optionally add a description.
7. Click Add.
8. Confirm that Autodesk shows the app as authorized for the selected hub or account.
9. Repeat these steps for every hub or account that you want to connect to Glean.

Step 3. Authorize Autodesk Construction Cloud in Glean

1. In the Glean Admin console, go to Data sources > Add data source, and search for Autodesk Construction Cloud.
2. Enter a name for the connector.
3. Paste the Client ID and Client Secret from the APS app into the setup page.
4. Click Authorize to start the OAuth flow.
5. Sign in as an Autodesk admin who has access to the ACC account that you want Glean to index.
6. Approve the requested scopes: data:read and account:read.
7. Return to Glean after the authorization flow completes.

Phase 2: Select the ACC account and save

Step 4. Select the ACC account

After authorization, Glean shows the ACC accounts available to the authorized admin.

• If only one account is available, Glean selects it automatically.
• If multiple accounts are available, select the account that you want this connector instance to index.

Step 5. Save the connector

1. Review the configuration.
2. Click Save.
3. Wait for the initial crawl to finish.

Glean validates connectivity after you select the account and save the connector.

Authentication and permissions

Glean uses Autodesk OAuth to connect to ACC. The connector uses admin-granted access for the connected ACC account.

Setup permissions

The person completing setup must be able to:

• Authorize Autodesk access for the target ACC account
• Add or configure data sources in Glean

Access model

Glean respects source permissions so users see only the ACC content that they are allowed to access.

At a high level, visibility depends on these layers:

• ACC account access
• Project membership
• Product access such as Build or Docs
• Object-level permissions in ACC

Important visibility notes

• Issues use a conservative visibility model. In practice, project admins and users, companies, or roles directly associated with an issue are the most reliable audience for that issue in Glean.
• Submittal visibility expands organically as the workflow progresses — the connector grants visibility to whoever appears in the submittal's activity, manager/subcontractor, watcher, workflow-step assignee, and ball-in-court fields, so as more of those fields populate over the submittal's lifecycle, more users see the item.
• Submittal visibility expands as the workflow progresses. The connector automatically grants access to any user listed in the submittal’s activity history or assigned to the following fields:
  • Manager / Subcontractor
  • Watcher
  • Workflow-Step Assignee
  • Ball-in-Court

As these fields populate throughout the submittal's lifecycle, visibility automatically extends to those users.

• Access to closed submittals is configurable per deployment. By default, visibility is restricted to Project Admins, tool-level Submittal Managers, and submittal's directly involved participants.
• Only published Sheets are indexed in this release.
• Visibility for Draft RFIs is restricted to the RFI creator and the current Ball in Court assignee. Additionally, Glean can only crawl Draft RFIs that are visible to the Autodesk project admin.

Crawling and freshness

After you save the connector, Glean runs an initial crawl. After that, Glean continues to recrawl the source to keep indexed content fresh.

Freshness can vary by object type because Autodesk APIs do not support the same update pattern for every object.

In general:

• RFIs and Issues support more efficient update checks.
• Some object types may require broader recrawls.
• Published Sheets may take longer to reflect updates than other indexed objects.
• Glean respects Autodesk API rate limits and backs off automatically when needed.

Deleted or stale content is removed from Glean as part of the crawl lifecycle.

Troubleshooting

Check the following:

• The user completing setup is an ACC Account Administrator.
• The Autodesk app is authorized as a Custom Integration in the target ACC account.
• The callback URL, Client ID, and Client Secret match the APS app that you created.
• The required Autodesk APIs and scopes are enabled.

This usually means one of the following:

• The Autodesk admin does not have access to any eligible ACC accounts.
• The APS app was not added as a Custom Integration in the target account.
• The required scopes were not granted during authorization.

Check the following:

• The authorized ACC admin can access those projects.
• The projects are active.
• The required product modules are enabled on those projects.

Check the following:

• The users are members of the relevant ACC projects.
• The users have the required product access, such as Build or Docs.
• The initial crawl has completed successfully.

Also note:

• Issues may not be visible to every user who can see them in ACC if they are not directly associated with the issue.
• Early-stage submittals can be visible to a narrower set of participants than later-stage submittals.
• Closed submittals may be visible more broadly or more narrowly depending on your deployment configuration.

Only published sheets are indexed. Draft sheets are not indexed in this release.

Some ACC object types rely on broader recrawls than others. If recently updated content has not appeared after a reasonable interval, check connector health in the Glean Admin console.

FAQs

No. Each connector instance connects to one ACC account. Create a separate connector instance for each ACC account that you want to index.

Yes. Create an Autodesk Platform Services app and authorize it for the ACC account that you want Glean to index.

Glean indexes supported attachments for RFIs, Issues, Submittals, and published Sheets when Autodesk APIs make that content available.

No. Member data is used for identity and permissions, not as standalone Autodesk Construction Cloud search documents.

No. Only published sheets are indexed in this release.

No. These objects are not supported in this release.

A Glean admin and an ACC Account Administrator should complete setup. The same person can do both if they hold both roles.