Auto Matching


Table of Contents

Auto Matching (Video)

Why Auto Matching?

  1. When you have a lot of repeated tasks: Activities are the same for typical floors of a 70 floor Highrise
  2. When the model objects already have some intelligence.
  3. Assigning Resources to Tasks can be done faster.
  4. Worry-free: schedule Synchronization, no need to worry about loss of (3D)Resource assignments to tasks

Introduction to the Auto Matching window

What is Auto Matching?

  1. It is to assign 3D Resources to Tasks based on common string between Task and Resource Attributes
  2. It is as fast as lightning, if:
    • There is some coding system in your schedule:
    • Task ID, Name, User Fields
    • Activity Codes
    • Comments
    • There is some coding system in your model objects:
    • Resource Name
    • Resource User Fields
    • Or we could create these (Calculated) User Fields in Synchro

Resource Attributes and Task Attributes

Schedule Interrogation for Structural Steel Tasks

Model interrogation for structural columns


Synchro Challenge

  1. How many ways can auto matching be done in our case?
  2. How are you planning to build structural steel resources so auto matching would work?

Structural Steel Resources Auto Matching Solution Steps

  1. Confirm that Structural Steel Resources are created
  2. Select an individual Structural Steel beam or column
  3. Confirm that the UF “Task Location” and its value has been transferred from 3D Objects to Resources

Auto Matching Rule

  1. Select created “Steel” resources
  2. Select target tasks under “Metal”
  3. Open Auto Matching window and click “New” button


  4. In Summary Options, mark “Use only selected Resources” and “Use only selected Tasks
  5. In Relations, choose “Many to Many”
  6. In Expression, click “Add” button
  7. In Resource attribute, choose User Field and pick the Task Location
  8. In Task attribute, choose Name
  9. In Algorithm, choose Sub-string
  10. Click “Save
  11. Click “Search” button
  12. Review the search results then click “Assign All” button


Challenge Model_Auto Matching (Video)

communities.bentley.com/.../Challenge-Model_5F00_Auto-Matching.sp

Challenge Model_Auto Matching_Solution (Video)

communities.bentley.com/.../Challenge-Model_5F00_Auto-Matching_5F00_Solution.sp