{"id":11018,"date":"2026-09-03T07:59:56","date_gmt":"2026-09-03T07:59:56","guid":{"rendered":"https:\/\/trainingportal.cobuilder.com\/?p=11018"},"modified":"2026-10-23T14:34:07","modified_gmt":"2026-10-23T14:34:07","slug":"how-to-manage-fm-documentation-in-collaborate","status":"publish","type":"post","link":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-manage-fm-documentation-in-collaborate\/","title":{"rendered":"How to manage FM documentation in Collaborate"},"content":{"rendered":"

The FM requirement helps you gather the necessary facility management documentation in a standardized way. It reduces manual work, minimizes risk, and contributes to more efficient and sustainable operation of the building over time.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

When creating a project<\/h2><\/div><\/div><\/div><\/div><\/div>

1<\/p>\n<\/div><\/div><\/div>

When you create a project, you\u2019re asked to choose the project type<\/strong> (different building types).<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

2<\/p>\n<\/div><\/div><\/div>

Your selection determines which predefined FM requirements are added to the project.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

View and manage the FM requirement<\/h2><\/div><\/div><\/div><\/div><\/div>

1<\/p>\n<\/div><\/div><\/div>

Go to Requirements<\/strong> and click Manage<\/strong> on the Facility management<\/strong> card.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

2<\/p>\n<\/div><\/div><\/div>

For now, you can only deactivate the FM requirement by removing the check mark and clicking Save<\/strong>. The project type selected at creation is shown at the top of the page and can\u2019t be changed afterward.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div><\/div><\/div>

Check for missing FM documentation<\/h2><\/div><\/div><\/div><\/div><\/div>

1<\/p>\n<\/div><\/div><\/div>

Open Facility management<\/strong> in the left-hand menu to see all products in the project that are subject to FM requirements. The product list opens already filtered to Facility management.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

2<\/p>\n<\/div><\/div><\/div>

In the Requirement status<\/strong> column, you\u2019ll see the current status for each product, so you can quickly spot which ones have deviations related to missing FM documentation.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

3<\/p>\n<\/div><\/div><\/div>

Click the Missing documentation<\/strong> status to see which documents are missing. You\u2019ll get an overview of all deviations for the product \u2014 scroll down to the Facility management requirements<\/strong> section to see the ones that apply to FM.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

4<\/p>\n<\/div><\/div><\/div>

Once you\u2019ve identified the missing documentation, you can send a request directly to the supplier to obtain it. Open the \u22ee<\/strong> menu on the product and select Request project-specific product data<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div><\/div><\/div>

Export FM documentation<\/h2><\/div><\/div><\/div><\/div><\/div>

1<\/p>\n<\/div><\/div><\/div>

Go to Export<\/strong> and select Products documentation<\/strong> to export the FM documentation linked to the products.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

2<\/p>\n<\/div><\/div><\/div>

In the export view, filter by document type so only the relevant FM documentation is included \u2014 this makes it easier to collect and share the required files.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

\u2713 You now have an overview of the FM documentation in the project, can follow up on missing documentation with suppliers, and can export a combined set of FM documentation.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

Related articles<\/span><\/p>\n<\/div>

How to filter document type and export data \u2192<\/a><\/p>\n<\/div>

How to check requirements on the project<\/a>\u2192<\/a><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":10,"featured_media":2602,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[145,26],"tags":[],"class_list":["post-11018","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-documentation-and-requirements","category-general-help-articles"],"yoast_head":"\nHow to manage FM documentation in Collaborate - Cobuilder Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-manage-fm-documentation-in-collaborate\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to manage FM documentation in Collaborate - 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