Revit Manager Training
02 Revit Manager Manual
04 Standard Family Standards
06 Managing System Families
12 Give me My CD’s
14 Moving from 2009 – 2009
$100+/B was $30 3yAgo, US 80 MBD
\\Server\BIM Standards\Revit Templates\ Project Templates
\\Server\BIM Standards\Revit Templates\System Families
\Revit Standards\Default Sheets
\Revit Standards\Print Defaults.rvt
“Activate View” on Sheets
“After the victory, tighten your helmet cord.” Bushido (Japan)
“Binding” a link makes it a group and Walls Clean up
“Celebrate for a nanosecond“
“Empower people through great software, anytime, through any device.” –Microsoft mission statement
“Our reason for being is the men, women, and children, that use our products”- Johnson and Johnson mission statement
“Redraw” your CAD Linework using “Pick”
“Revit your CAD Standards”
“Save before Standing”
“Shared Positioning” – Revit Help file
“Success is the progressive realization of a worthy ideal” Earl Nightingale
“Tools and Process”
“When opening a shared project, you can select which worksets to open. When you open only selected worksets and leave others closed, program performance improves. Because Revit Architecture does not display closed worksets, less time is required for common operations such as opening files, opening new views, redrawing the screen, and snapping.” ~ Help File
< 10 words
1 01 Revit User Manual
1 Tutorial 01 BIM User Manual
1 Tutorial 01 BIM User Manual 7
- Basic – Family types
- Copy the CAD file to a subdirectory of you project
- Create the Archive Location
- Never Explode the CAD File in Revit
- worth your emotional effort
1.1 Introduction & CAD Standards Concept
1.1 Introduction & CAD Standards Concept 7
1.1.1 Think like your Users
1.2 Best Practices
1.2 Best Practices 7
1.2.1 CAD v. Revit
188.8.131.52 Job Numbers, Project Folders & Project Setup
184.108.40.206 File Naming AND Sheet Numbering
220.127.116.11 Standard Color Table
1.3 Best Practices
1.3 Best Practices 8
1.3.1 Project open and close
18.104.22.168 Central File / Local File
1.3.2 Dimensions locations
1.3.3 Tips and Tricks
1.3.4 Text Style, Fonts & Drawing Scale Factors
1.4 How-to’s 9
1.4.1 Loading System Families
1.4.2 Loading Standard Families
1.4.3 Process for bringing in CAD drawings
22.214.171.124 Import/Link Dialog
1.4.5 The Good Process – Using the Revit Model and Views
1.5 The Real Process – Using Imported CAD Details
1.5 The Real Process – Using Imported CAD Details 10
1.5.1 Real Process - Start with a Blank Drafting View
1.5.2 Detail components
1.5.3 Multi-category tag
1.6 Detail Library
1.6 Detail Library 10
1.7 Plotting 11
1.7.2 Exporting to CAD / PDF
1.8 Project Development - PD –DD – CD
1.8 Project Development - PD –DD – CD 12
1.8.1 Primary Design Key Points
1.8.2 Design Development
1.8.3 Construction Document
1.9 Acknowledgement Form
1.9 Acknowledgement Form 12
10 Tutorial 10 Phasing
10 Tutorial 10 Phasing 40
10.1 What is Phasing
10.1 What is Phasing 40
10.1.1 Project Phases
10.1.2 Phase Filters
10.1.3 Graphic Overrides
10.2 Using 40
10.2.3 Naming Convention – Why
10.3 Value Added
10.3 Value Added 41
11 Tutorial 11 Design Options
11 Tutorial 11 Design Options 42
11.1 What are Design Options
11.1 What are Design Options 42
11.1.1 Design Options
11.1.2 Option Concept
126.96.36.199 Master Project for Options
11.1.3 Residential / Track Homes
188.8.131.52 Level Layouts
11.1.4 Views / Schedules
11.1.5 The key points here
11.1.6 Naming Convention - Why
11.2 Design Options
11.2 Design Options 43
11.2.1 Views and Schedules
11.3 During PD/ DD Phase
11.3 During PD/ DD Phase 43
11.4 Forward thinking
11.4 Forward thinking 43
184.108.40.206 File Save As – “reason for archive”
11.5 Project work
11.5 Project work 44
12 Tutorial 12 Give me My CD’s
12 Tutorial 12 Give me My CD’s 45
12.1 Object Styles
12.1 Object Styles 45
12.2 Line Styles
12.2 Line Styles 45
220.127.116.11 Creation / Inserting Into Projects
18.104.22.168 Inserting Families (yes this is a problem and a solution)
22.214.171.124 Importing CAD files!!!!! (THE BIG ONE!)
126.96.36.199 Useable text and verbiage
12.3 Workaround / Tips
12.3 Workaround / Tips 46
12.4 How to Deal with Details
12.4 How to Deal with Details 47
13 Tutorial 13 Printing Archiving
13 Tutorial 13 Printing Archiving 48
13.1 The Project Browser – Sheets
13.1 The Project Browser – Sheets 48
13.1.1 Using Sheets
13.1.2 Sorting sheets
13.2 The Print Dialog Box
13.2 The Print Dialog Box 48
13.2.1 Print Range (Print Sets)
13.3 Managing It All
13.3 Managing It All 48
13.3.1 Outside the Project
13.3.2 Inside the Project
13.4 Other Cool tools
13.4 Other Cool tools 49
14 Tutorial 14 Moving from 2009 – 2010
14 Tutorial 14 Moving from 2009 – 2010 50
14.1 Installation issues
14.1 Installation issues 50
14.2 Deployment location
14.2 Deployment location 50
14.3 Moving your content
14.3 Moving your content 50
14.4 Moving your project
14.4 Moving your project 50
14.5 Other Key Points
14.5 Other Key Points 51
15 Tutorial 15 A BIM Manager Guide to Success
15 Tutorial 15 A BIM Manager Guide to Success 52
15.1 To Do List / Action Items
15.1 To Do List / Action Items 52
15.2 The Outline
15.2 The Outline 53
15.2.1 Managing turbulent times
15.3 The Meaning
15.3 The Meaning 53
15.3.1 Mission: Mission = North Star (unchanging)
188.8.131.52 Good: Johnson and Johnson Tylenol Crisis of 1982
184.108.40.206 Bad: Kodak ignored digital
220.127.116.11 Bottom Line:
15.3.10 Risk Taking
15.3.2 Confront Brutal truth
15.3.3 Why People CAN’T
15.3.4 Ambiguity/ Order
15.3.5 The Bus: Jim Collins
15.3.6 Post Action Briefing: “Monday morning quarterback”
15.3.7 Cassandra and Polina ~ the "Fall of Troy"
15.3.9 Resilience: getting back after being knocked down
15.4 Resources 55
15.4.1 Strategic planning model (blueprint)6 steps (elements)
18.104.22.168 Satellite Snap Shot
22.214.171.124 Future scan
126.96.36.199 Strategic initiative
188.8.131.52 Performance target
184.108.40.206 Require Required resources
15.5 10 X Events
15.5 10 X Events 56
15.5.3 Big box:
15.5.4 Sarbanes Oxley
15.5.5 Discerning customers
15.6 Books 56
15.6.1 Audio files
16 Tutorial 16 Series Question & Answer
16 Tutorial 16 Series Question & Answer 58
2 03 Central files / Local Files
2 Tutorial 02 All the Pieces of the Puzzle
2 Tutorial 02 All the Pieces of the Puzzle 13
- Advance – basic creation / updates
- Project00102\CAD Details
- worth your time/money
2.1 Project Templates 13
2.10 Project Settings
2.2 Project Templates
2.2 View Templates 13
2.3 Options 13
2.3 View Templates
2.4 Rendering 13
2.5 Import/export Settings 13
2.6 Families and family types 14
2.6 Import/export Settings
2.7 Families and family types
2.7 Shared Parameters 14
2.8 Shared Parameters
2.8 Worksets 14
2.9 Project Settings 14
3 05 Title Blocks
3 Tutorial 03 Central files / Local Files
3 Tutorial 03 Central files / Local Files 15
- Delete all superfluous data in the CAD file before importing
- Expert – formulas and trouble shooting
3.1 What are Central Files and Local Files
3.1 What are Central Files and Local Files 15
3.1.1 New vocabulary, new ideas, new ways to work.
3.1.2 The Central File
3.1.3 Local File
3.2 Naming and file locations
3.2 Naming and file locations 15
3.2.1 File location
220.127.116.11 The Central File
18.104.22.168 Local File
3.3 File Naming
3.3 File Naming 16
3.3.1 Central File Name
3.3.2 Local File Name
3.4 Worksets, the how and why
3.4 Worksets, the how and why 16
3.4.1 Red Pill, Blue Pill
3.4.2 Necessary Worksets:
3.4.3 Possible Worksets:
3.4.4 Help File Information
3.5 Management issues
3.5 Management issues 17
3.5.1 The Central File
3.5.2 Local File
3.5.3 Detach From Central
22.214.171.124 The “Gray Inactive” setting
3.6 New Project Setup Revit
3.6 New Project Setup Revit 17
3.7 Overview 17
126.96.36.199 The Central File
188.8.131.52 Local File
3.8 File location
3.8 File location 18
3.8.1 The Central File
3.8.2 Local File
3.9 File Naming
3.9 File Naming 18
3.9.1 Central File Name
3.9.2 Local File Name
3words + 1 sentence
4 07 Project Templates
4 Tutorial 04 Family Standards
4 Tutorial 04 Family Standards 19
- Annotate the detail in Revit using text
4.1 Standard File Locations and Setup 19
184.108.40.206 Revit standard templates, How to manage Revit File Namaning Convention; all these BIM Managers questions are addressed.
4.2 Audit Process and Upgrades 19
4.2 Standard File Locations and Setup
4.2.1 Family Content Folders
220.127.116.11 Who has access
4.3 Audit Process and Upgrades
4.3 Best Practices for Creating Families 19
4.3.1 Audit Process – Increasing your Standard Library
18.104.22.168 Checking for
4.4 Best Practices for Creating Families
4.4 Family Content Folders 20
4.4.2 Who can Create Families
4.4.4 2D – 3D Toilette Setting up for Speed
4.5 Family Content Folders
4.5.1 3 Mandatory & 2 Optional Content Folders
22.214.171.124 In-House Content
126.96.36.199 Company Standard Content
4.5.2 Project Specific Content
188.8.131.52 Permissions / Responsibility
4.5.3 External Content
4.5.4 Revit Default Content:
184.108.40.206 Permissions / Responsibility
4.5.5 Optional Content Folders
4.5.6 Downloaded Content - Project specific
220.127.116.11 Permissions / Responsibility
4.5.7 Downloaded Manufacture Content - Project specific
18.104.22.168 Permissions / Responsibility
5 09 Design Process and Workflow
5 Tutorial 05 Title Blocks
5 Tutorial 05 Title Blocks 23
5.1 Labels and Text and Lines
5.1 Labels and Text and Lines 23
5.1.1 Key Points:
5.2 Revit Title Blocks
5.2 Revit Title Blocks 23
5.2.1 Naming convention for: Text, Labels, Line Types, Family Types
5.3 Parameters 23
22.214.171.124 Uses for Visibility
126.96.36.199 Adding Visibility Parameters Steps
5.3.3 Using the Parameters
5.4 Best Practices
5.4 Best Practices 24
5.4.2 The Issues and Possibilities
5.5 Creation 25
5.5.1 The Loop from scratch
5.5.2 Dealing with Issues
188.8.131.52 Text and Labels
184.108.40.206 Line Types
220.127.116.11 Apply Visibility
6 11 Design Options
6 Tutorial 06 Managing “System Families”
6 Tutorial 06 Managing “System Families” 27
6.1 Yes they are different than “Standard Families”
6.1 Yes they are different than “Standard Families” 27
6.2 File location / Content / reason
6.2 File location / Content / reason 27
6.2.1 File location
6.2.2 Possible Project Names
6.2.3 Reason behind it all
6.3 Using Standard Families & the “Audit Process”
6.3 Using Standard Families & the “Audit Process” 27
6.3.2 Audit Process
6.4 Upgrading to 10
6.4 Upgrading to 10 28
60% of his time on people working on people relations = HR
7 13 Printing Archiving
7 Tutorial 07 Project Templates
7 Tutorial 07 Project Templates 29
7.1 Check List for Project Templates
7.1 Check List for Project Templates 29
7.2 Template Location / Content / Reason
7.2 Template Location / Content / Reason 30
7.3 Other 30
77 M baby boomers, inherit $10 T 300 M - US 6.3 B - Earth
8 15 A BIM Manager Guide to Success
8 Tutorial 08 – Detailing
8 Tutorial 08 – Detailing 31
8.1 Detail Overview
8.1 Detail Overview 31
8.2 Detail Concepts
8.2 Detail Concepts 31
8.2.1 Creating drafting Views
8.2.2 Importing or linking CAD formats
8.2.3 Linking v. Importing
8.2.4 Linking CAD formats
8.3 “Tools and Process”
8.3 “Tools and Process” 31
8.3.1 Detail Tools
18.104.22.168 Detail Groups
22.214.171.124 Detail Component
126.96.36.199 Repeating Detail
188.8.131.52 Custom line types using repeating details
184.108.40.206 Miscellaneous line tools
220.127.116.11.2 Show Hidden Lines
8.3.2 Importing CAD Details
8.3.3 Adding Information to your details
18.104.22.168 Adding detail components
22.214.171.124 Finishing the Detail
8.4 Long-term Management
8.4 Long-term Management 33
8.4.1 Revit – CAD Detail Standardization process overview
8.4.2 Revit Detail.rft
8.4.3 Revit Project Details
8.4.4 Cleaning the CAD drawing
8.4.5 Side Note
9 Tutorial 09 Design Process and Workflow
9 Tutorial 09 Design Process and Workflow 35
9.1 Before we begin
9.1 Before we begin 35
9.2 Key points for SD
9.2 Key points for SD 35
9.2.1 Key points
9.2.2 Sustainable isn’t going away
126.96.36.199 Other Tools
188.8.131.52 Feasibility tools with masses
9.2.4 Site Data
9.2.5 Other SD Points
9.3 Key points for PD
9.3 Key points for PD 36
9.3.1 Key points
9.3.2 Form and Function
9.4 Key points for DD
9.4 Key points for DD 37
9.4.1 Key points
9.4.2 Schedule Keys
9.4.3 Groups v. Links
9.5 Key points for CD
9.5 Key points for CD 38
9.5.1 Key points
9.5.2 Annotation your views
9.5.3 Displaying Information about rooms
9.5.4 Rooms in Section View
9.5.6 The keynoting issues
9.6 Key points for Archiving and milestones
9.6 Key points for Archiving and milestones 39
9.6.1 Printing = archiving
9.6.2 Saving the Central file
9.6.3 Other Archiving thoughts
A number of companies use multiple sizes, do you?
A poem to explain the amount of work ahead
Accept all Primary Options
Add Parameter (Naming Convention)
Adding Dimensional Parameters Steps
Additional information based on the room object
Advancing the CD will set object styles
All Annotation is Scale independent
All at once, or one object at a time
All Central files will be saved with _CentralFile at the end of the file name.
All elements must fall within the boundary of the size
All local files will be saved with your Initials at the end of the file name.
All Model Categories scale based on the view settings
All projects should be copied to a 09 folder
All these are the same / however; you will want to specific who sets up the new project
All Title Blocks and Annotation Families are stored here
Allows for Ghosting
Allows you to explode the file and modify the objects directly in Revit
Almost no new families
Almost nothing custom give them as much as they need; no more
Alvin Toffler: “If you don’t have a viable strategy, you will be defeated by someone who does.”
Always bring in from sub folder under Revit.
Always leave your Sheet Views to “Automatic”
Always Name your Views appropriately
Always work in the Project with all design options available.
AND apply a naming convention to your line styles so you know you created them
And miles to go before I sleep,
And miles to go before I sleep.
AND THE BIG ONE – TEXT and LABELS
Andy Grove "only the paranoid survive"
Andy Grove" you need a high tolerance for ambiguity but must strive to order that which is around you."
Animated “Buildup” – Navisworks
Annotate the detail in Revit using text and data
Any Family content Created by your company
Any view regardless of type
Any View that is Option “Specific” should be named with that in mind. Think about, your view names will only matter when they are printed on sheet. The only views on a CD Set will be the views set to primary.
Application of view templates to all “views on sheets”
Architect’s Stamp (SEAL)
Archiving / Saving location
Are Revit Families that are 2D representations of 3D objects? Use these in Drafting / Detail Views of the model to convey specific Design Intent.
Area calculations – FAR , LCR
As many as you need
At the end of project, please advise CAD Manager of potential Company Standard Content
At times, users will have to recreate the local file from the central file; this will keep the local file error free.
At times, you will have to recreate the local file from the central file; this will keep the local file error free.
Audio Device with Mute Control
Audit Process and Upgrades
AutoCAD to Revit Drawing Problems
Autodesk Revit Building 2009
Automatic will display whichever option is “Primary”
Background on the speech and speaker
Backups – always backed up!
Based on element properties
Be aware of Schedule names….
Be aware of these possible content locations it’s up to you as the BIM manager to decide how you would like to handles them.
Becomes Categories for basic modeling views
Becomes linetypes for Drafting views
bed 1 ½ bath
bed 1 bath
Before placing the Section / Callout
Best Practices – Don’t open Sets not in use
Best Practices = each view has a “Default View Template”
Best Practices for Creating Families
Between the woods and frozen lake
BIM Manager Signature
BIM Manager, Project Manager, Senior Drafter
BIM Standards - Acknowledgement Form
Blank Sheets for Consultants (parameters)
Boeing, Cessna, Embracer -specialization
Bothe the Current and the Standard Content Project have to be open!
Break the CAD drawing up into multiple drawings
Breaking this down into in-house content and external content
Building Based – Shell & Core
But I have promises to keep,
By keeping your manufacture content separate you have create some things.
C = skeptical / trusts no one / people are failed / leave it out
C:\Revit Projects\Project Name\Project Name_<YourInitials>
C:\Revit Projects\Rockstar \
CAD files are “Inserted” in the inserted Drafting View
CAD files were “Linked” in Revit Detail.rft
CAD line work v. Revit Line Styles
Camus “not to choose is also to choose”
CAREFUL *** CAREFUL *** CAREFUL
Cassandra and Polina
CEO / BOARD Sign financial data. Response to Enron and WorldCom
Change CAD layers names to “Thin Lines” exc.
Changes Work Flow / Design Process / Standards
Changing a Group to a Link
Check list for Project Templates
Check project standards / folder locations / printing for office compliance
Check with consultants
Check your media
Choosing CAD v. Revit Details (often Both)
Class Dates and Topics
Clean out superfluous data – ALL DATA
Cleaning major construction components
Collections of 2D Graphics
Color may or may not matter
Combines Standard Family “Detail Component” with System Family “Repeated Detail”
Company Name – Text Name – Bold – Size – Width Factor
Conditional Visibility – Fine , Medium, Corse
Confront Brutal truth
Contains plot settings for all printers a`d print types
Controlled in View Properties
Controlled/Created with OBJECT STYLES
Copy and Past
Copy and Paste for duplicate text and labels
Copy and Paste into New “W2P Titleblock” Family
COPY details from your CAD detail library to “BIM Standards\Details\CAD Details – Import” or “Project\CAD Details” folders.
Costs per phase
Course Syllabus: Spring Series 2013: Autodesk® Revit® 2010
Create a Folder on the root of your C: drive, “C:\Revit Projects”
Create Details for scratch in Revit “The Wrong Way”
Create new types
Create Similar (CS)
Create the Element
Created in a Family Editor
Creating Object Style Subcategories
Creating the detail from the model and embellishing it using 2D detailing tools “The Right Way”
Current operating environment (detailed way) SW/PEST
Curtain System by Face
Danger! Check/ Read/ understand them
Decisions you make when using worksharing and setting up worksets can have long-lasting effects on the project team. AutoCAD users will recognize some of these implications from setting up xref structures for projects. In general, when setting up worksets, you should consider the following:
Default PD/SD content
Default Windows printer
Default Worksets visibility
Deleting an Object Styles
Depending on your firm’s project types you may need multiple templates. In the days of yore, the CAD days, we saw template files as, typical floor or ceiling or detail drawing templates. Now, with Revit, we must see not the sheet that determines the template but the project type.
Deployment v. stand alone
Design Options & Final Design Solution
Design options provide a way to develop alternative designs in a project, whether to adapt to changes in project scope, to review other designs, or to show different options to a client.
Designers in other software = use links and SAT/IFC files
Detail / Line Based
Detail Component from CAD Drawings?
Details and Schedules
DO NOT MOVE OR COPY THE ARCHIVED FILE
Do you have multiple servers hosting your Company Standard files – please say no!
Do you want to hold all your system families in one file or break them down?
Don’t be confused – if a Option is “Primary” and you set that Option to be displayed in a view, that view will always display the Option you selected!
Don’t change export to CAD
Don’t forget to configure(tools and content locations)
Don’t use your CAD Details Library, I’m not saying don’t use the DWG’s that are there! Under your Revit Project Folder, create a “CAD Details” Folder. Then, LINK in the CAD details as DWG. This will allow you to, modify the CAD detail’s layer standard and then, Explode the Detail. Again, be aware of what happens when you explode the DWG file.
Don’t waste time; if the designer is not using Revit; you are not using Revit!
Double check the function
Download Training Content:
Drafting Design Bar >> Detail Component
Drafting Views / Detail Components / Drafting Lines
Drafting Views are used for detail drawings or importing details or creating legends, maps, text or any of a variety of things necessary for a construction documentation set.
Drafting Views Created where necessary
Drag and Drop Views
DriveLetter:\Revit Building <ReleaseVersion>\ COMPANY Content
DriveLetter:\Revit Building <ReleaseVersion>\Content
During PD/ DD Phase
During the development of a project you will have to create some custom families this is the location for all content created for the project
Dynamic Title Blocks
Each object is built at some point in time
Earl Nightingale –The Strangest Secrete (audio file only)
Easier to clean out data at the archive than to recreate tomorrow
Edit it’s Properties
Edit/New – Duplicate
Edit>Past Aligned> Select Levels by Name
Edit>Past Aligned> Select Levels/ views by Name
Edit>Past Aligned> Select Views by Name
Editable v. useable
Exclude from Instance
Explain that this doesn’t matter
Explode – WHAT?
Explode or draw over
Export to DWG (Same Print Range)
Extensive use of “Place Holders”
Families – System v. Standard
FAMILIES AND FAMILY TYPES
Families… You got those. Now let’s talk about System Families, View Templates, and other key template information you need to address.
Family Type Dialog Box
File >> Transfer Project Settings >> Phase Settings
File location / Content / Reason
File size (save as)
File> load from library> Load Family
File>> Import/Link >> …..
File>> Manage Links
File>>Insert from File>>Views
File>>Insert from File>>Views . . . Revit Detail.rft
File>>Transfer Project Standards
FILE>Load from Library>>Load Family
FILE>Transfer Project Standards
Filled Region - 2D hatch and solid fill shapes
Filters and Overrides only
Finish up detail using
first ask who not what
First, let’s break down what object styles are… straight from the help file: "Object styles"
Floor Area Faces
Floor by Face
Floor Plan Layouts
Flushing out the Model
Folder location / Structure
Folder v. Filter
Font or …
For you… Key Financing
Form and Function
From The Battlefield to the Board Room - Chip Parker
GE Financial 1930
Generic Tags – material
Get on Subscription
Go To Meeting
Good to Great - Jim Collins
Green Building Studio
Groups = bigger file size than Links
GroupsEdit the Group Instance
GUID – Global Unique Identifiers
He gives his harness bells a shake
He will not see me stopping here
Here is a link to the file; this is the only free recording I can find of the speech. There are actually two speakers: Earl and someone else. I would skip over the other speaker; he is just selling the speech. Oh yeah and you may want to have a pen and paper handy.
Here is where phases really show their strength. Look at your project as a General Contractor. How would they construct that project? What materials would they need and when? What about manpower?
His house is in the village, though;
Host-Based / Generic Model
How do you create them
How do you eat an elephant?
How do you maintain them
How do you move from PD to DD? What about the creation of your entire CD package, Title/Cover Sheet, General Notes, Details and Schedules?
How do you standardize standard families? We’ll talk file location, naming and best practices. What about the upcoming move to 2009? Did you plan ahead?
How many hours have we wasted printing in AutoCAD? Did your company start to use the sheet set manager? Printing in Revit is so easy and uncomplicated that you may miss some of the key features Revit has for your printing process.
How to Deal with Details
How to you Use / Protect / Audit these Project files?
However have documented Examples of names / prefixes / numbers
I don’t have the resources to change
I don’t have to be in the Worksets to edit it
I don’t need to change
I suggest building these into the project template
I suggest you take a screen capture of this dialog
I’m making Enough
I’m wondering about naming the folder “System Families”
If a CAD drawing has a series of details in it, then:
If build and Demolished in the same Phase = Temporary Object
If default 09 content, leave alone
If default 10 content, use in 10 projects
If the user cannot understand the Value to them and their time/energy then they will not accept the change.
If they don’t understand your position, your reasons and the value to their working environment they will not follow your standards
If you created them, update them, with the same process
If you explode, you may get pieces of Linework.
If you link a file, any changes made in the original file will be apparent in the Revit file.
If you need to change sheet sizes, you will have to Dimension and Label the extents of your sheet. Any “Relational Distance” between line work will have to be changed parametrically too
If you need to pull a family from another project, DON’T
If you want to keep your project “clean” I would suggest that you also have a folder for any family that is download from internet sites. Although most downloaded families should not cause problems with will at least allow you to audit your office’s download practice.
IFC Import/Export settings
Implement DWF for Revision Checks
Import / Export Templates
Import CAD Drawings (see “Import link Dialog”)
Import inserts the data into the project
Importing CAD files!!!!! (The BIG ONE!)
Importing details that have already been drawn “The Real Way”
Importing Revit Details
In Revit there are three ways to detail your building
In the Options Bar Check “References another View”
Include a Screen shot of files
Include a table with file names and families contained
Incorporate a sustainable approach from project inception
Insert into “TEST” Project to check
Insert into project
Insert the individual files into Revit
Insert your CAD file
Inserting Families (yes, this is a problem)
Inserting the Group
Inserting: File>>Load into Projects
Install tips(login, AV and 3rd Party apps)
Installing times, on XP v. Vista
Instance Parameters for:
Instance v. Type Parameters.
Instructor: William C. Harris
Internet/ Competitors / Distribution
INTRODUCTION & CAD STANDARDS CONCEPT
Invisible line style
It isn’t feasible to model every construction detail in 3D Revit
It will not be linear
Jack Welsh - 600 … knows firsthand people…
Job type Based
Johnson and Johnson Tylenol Crisis of 1982
Journal File Clean up
Keep it as “cartoon” as possible – manages client expectations
Key points for
Key points for Archiving and milestones
Key points for CD
Key points for DD
Key points for PD
Key points for SD
Kinds of Families
KISS / Path of least Resistance
KISS. If all your doing is TI, great, you’ll only need Existing and New. If you what to move past the basic, naming based on construction Phases may be a good solution.
Know what level you are placing at
Label the Visibility Parameter
Labels – ex: W2P-Arial-B-1/4
Labels and Text and Lines (why are these all together?)
Labor / Capital / Time
Large amounts of text.
Learn Revit standard Titleblock template, How to Create a Revit Titleblock Family from CAD, what a BIM Manger needs to know about Revit 2019 Titleblock Families.
Let’s knock one thing off the table right now!!! Do not mess with line weights.
Level Naming / View Template Default
Levels and gridlines finalized
Line types – ex: Title Block-Thin
Line Types, Text, Label, Type, Family
Link “Revit – CAD Detail” drawing into “Revit Details.rft” project
Linked Walls do not clean up with Model Walls
Linking creates a live connection to a file.
Local File – Location – server / Project / Project Standards_ADMIN
Local File / Central File issue
Location / folder name
LOCATION FOR PRINT SETUPS
Location: Office BIM Standards \ Office Content \ division?
Location: Office BIM Standards \ Revit Templates\System Families
Location: Office BIM Standards \ Shared Parameter files
Location: Office BIM Standards \ Templates \ Settings
Log files (troubleshooting)
Long term, Mission critical, Heavily Resourced, Action plan, HW^4
Lots of Sections and Callouts
Major building types (walls/floors/roofs) finalized
Management of worksets
Managing expectations of design set – looks different than CAD
managing it all
Many Companies already use their first project as their template for future projects. Same with Design Options, once you have Design Options, Keep them!
Many projects, such as renovations, proceed in phases, each representing a distinct time period in the life of the project.
Masking and Filled Regions
Masking Region - “Whiteout”
Mass based cost estimating
Master Revit, from Drafting basics to advanced Management. Explore our online 2020 video Training specific to the BIM Manager
Match as best a possible but use real Sizes
Merrill Lynch = Sub Prim Mortgage
Michelangelo ’s David
Milestone Based Content
Minimal custom content – Place Holders
Missed Live Presentation:
Modeling parametric 3D Families = Design Intent?
Modify the Family
Modifying Object Styles
Monthly Progress Reports
Move linked files
Moving “Placeholders” to Final Components
Moving your content
Moving your project
Moving…..don’t do it
My little horse must think it queer
Naming / Scales / Detail number on sheets
Naming = Project_Archived_Central_Date
Naming and file locations
Naming Convention - Why
Naming Convention – Why
Naming Convention for EVERYTHING!
Naming Convention is important; however, not critical like most things having to with CAD/BIM. Design Options are stored and seen only in projects. There is just one dialog box that you use to create/edit Design Options. Naming becomes an issue when “Pushing” Objects to specific Design Options. Naming is also seen in the VP & VG dialog boxes.
Naming: + W2P
Never “Accept Primary” except…
NEVER USE “AutoCAD based” TITLE BLOCKS
Never, Never, Never “Accept Primary”
New “Scratch” Titleblock Family
New Dimension Styles
New Project Setup
New to, 08, 09 and 10, license server option
No one should know but you!
North Star (unchanging)
Not all projects will need to have worksets enabled. – Groups. Most project will have to have worksets enabled for the following reasons: project management; office workflow; standards adherence
Note : Autodesk’s Web Library
Nothing EVER gets saved here
Now here is where you don’t like what I have to say: “RECREATE EVERYTHING!” I know you just spent a ton of time making your CAD Titleblock look great and you can use it as a reference; however, you still want to recreate it all in Revit. DO NOT EXPLODE!
Now Sheet and Sheet number naming
Object Styles Standards - W2P.rvt
Of easy wind and downy flake.
Office “Standard Family” content
Office “System Family” Content
Office Hours Link:
Office Hours: Friday 1:00 pm - 2:00 pm (PST)
Oh, and this is also true for Schedules!
Once Added it can’t be changed
Once created, can’t be modified
Once you enable works sets you cannot go back.
One File to manage and maintain more Types in a given project
One of Two ways
One reason = to achieve the mission
One v. Many debate
ONLY approved content may be added to this Folder
ONLY linked CAD Files
Open the original in 10
Open with “Detach from Central”
Opening a Project = opening all Views that were open when the project was saved
Orient to view
Origin to Origin
Other Family Content
Other Line Styles
Other Schedules VIEW>>NEW>>SCHEDULE
Other ways to
Our clients Never change their minds right!
Over the 16 Tutorial class you will learn both the conceptual and practical process of standardizing all of the Revit product solutions. Each Tutorial addresses key topics first conceptually, then in the product, followed by open discussion. Each Tutorial s Major and Minor topics additional Class Resources are provided for some Tutorial s.
P = outgoing / trusting / never doubts / bring it in
P:\year\project# project Name\Dwg\ Architectural\Revit\CentralFile
P:\year\project# project Name\Dwgs\ Architectural\Revit\CentralFile
Parametric 2D families
Permissions / Responsibility
Permissions to the install dir
Phase Filters – How do you want to see the present and past
Phases - What “Time” is this view looking at
Phasing is critical for TI projects. This will review how to setup phases in your project and project template. Then show a quick demo on how to apply phases both to objects and to views. The Tutorial ends with a big bang “how to make Revit make you more money.”
Place the Section /Callout appropriate to the detail
Placing the CAD Detail location
Please advise the CAD Manager, who will approve the content to be moved into the Company Standard Content Folder
Please follow company standards on creating a new local file
Please follow Family creation guidelines when creating these families.
Plotting Standards Project location
Post Action Briefing : “Monday morning quarterback”
Post Training event
Power shift from manufacturers to retailers. To fight: sell direct, buy other brands open their own stores.
Pre-work for project
Printers = Windows System Printers
Project Area Based – East, West, North, South
Project Browser showing “Views not on a Sheet”
Project Browser showing “Views on a Sheet”
Project Browser View Settings
Project Browser View Types
Project Families Folder
Project Folders Updated to a BIM Paradigm
Project Information flushed out
Project information page build
Project Speed and Size
Project Standards – always have checked out
Projects to finalize
PS: Read / listen to his book ~ Good to Great
Psychology of it all
Purge all unused Data
Purge the project
Quick Conversion between Design Phases
R:\2008\100101\ Revit <ManufactureName> Content
R:\2008\100101\ Revit Downloaded Content
R:\2009\100101\ Revit Project Content
R:\Revit Building 2009\Rockstar Content
R:\Revit Building 2010\Content
R:<Project Number>\ Revit Project Content
Ready, fire, aim
Real or an anomaly
Reason: Export to AutoCAD Line types and Weight
Reasons for using
Reload, unload, import, and remove
Renaming an Object Styles
Rentable Area Layouts
Repeat loop for all Titleblock Types and Information.
Resilience : getting back after being knocked down
Resources to hold close while you
Restore to Instance
Review just how well they are working (quarterly)
Revit + Company
Revit Architecture tracks the phase in which views or components are created or demolished, and lets you apply phase-specific filters to views so that you can define how the project appears during various stages of work. You can also use phase filters to control the flow of building model information into views and schedules. This allows you to create phase-specific project documentation, complete with schedules
Revit from Box to Paper; addressing the myth that you can’t make Revit look like your CAD drawings.
Revit Management Training
Revit Shipping Content
Revit Standard Content> Detail Components
Revit Standards Check List
Revit User Groups (AUGI)
Revit will not be a part of your mission statement. It should be a Strategic initiative “Implement Revit Building/Structure/Systems” on your company’s Strategic Plan (see resources). Each Strategic initiative will have its own Strategic Plan and the Mission statement on that plan should be something like the following:
Roof by Face
Roofs + Floors Standards.rvt
Room Based – Bathrooms = Group?
Room Finish Schedules
Room Height Tag
Run this from your “LineStyles.rvt” Project
Save /Save As!
Save a Backup
Save project under sub folder
Save the File in the Archive Location
Save to 10 folder structure
Save to Central
Scale – Problems?
Scale, text, labels (attributed blocks bat) Sizes
Scaling is irrelevant in Revit.
Schedule of Materials
Schedules - YES You Can
Schedules and Costs can be generated
See excel file
See Step “2. Clean out superfluous Data – ALL DATA”
Select All Instances
Select the Drafting View
Separate Revit 2009 Project Directory?
Separation for easy management
Server\BIM Standards\2009\Revit Templates\System Families
Set Detail Level and Scale
Set the View scale and view name appropriately here
Set them once!
Setting Loc Lines and using Create Similar
Settings (Printing Defaults)
Settings within them – Project Unit
Shared Parameter Notes and Cautions
Sheet layouts built
Shell and Core
Should you have an emergency and miss a Tutorial you will have access to that Tutorial until the end of the Series. You are responsible for scheduling time to view the Archive, review and understand the material. Questions specific to the Tutorial should be emailed to the instructor in a timely manner.
Show hidden lines applies to 2D and 3D elements in all possible combinations
Shows “hidden lines” for recognizing obscured elements and representing the portion that is hidden with dashed lines.
Smart Workflow: Nesting One Family into Another
Some elements are going to be used in multiple views, make them detail components
Some need to be added to “Project Parameters”
Speed ( Jack Welch)
Speed exhilarates and energizes (Jack Welsh)
Spring Series 2013 : Autodesk® Revit® 2010
Standard - doors, windows exc: these can be loaded at any time
Standard Families = loaded into a project
Standard File locations and setup
Standardize Hardware (Joe Duran – W2P)
Start In-house Training Video’s and Archives
Start Small, and Grow!
Stopping in the Woods - Frost
Sub Folder under Project Templates
Subcategories (big issue)
Suggested Time Interval
Sun studies – project north / v. True north
Survive the project DEADLINE anyway possible
Switching “Placeholders” to final Objects
Symbolic Representation for Batt insulation
System - Walls, Line Styles, text types exc: these should be Template Projects
System Families = created in a project
System Families = part of “Template Files”
System Families and Settings Templates
System Family – Separate Project
TAB IS YOUR FRIEND
Table of Contents
Tags, dimensions, text and key
Takes a “Detail Component” and arrays it along a straight line
Talk more! Explain that the shell is all you need, the “guts” are not important
Talk to Subs about Revit
Team member roles
Team member signature
Template Location / Content / Reason
Template Project files… no, not Project Template Files… Template files that are project based.
Test fast, fail fast, adjust fast
Test the effectiveness of strategies
Testing and upgrading
Text – ex: W2P-Arial-1/8-1.10
Text and Labels each have their own types: it doubles the work
Text and Labels, unlike Linework, cannot be moved parametrically.
Text with leaders
The “Family Person”
The “Open” Option
The “rabbit hole”
The Art of War - Sun Tzu
The Bits and Pieces
The Bus : Jim Collins
The CAD Manager is responsible for all content
The Central File
The Central file is the Holy Grail, never ever open it or move it or edit or touch it!
The Central file is the Holy Grail; Users never ever open, move, edit or touch it!
The course syllabus, important course announcements, Presentation Outlines, Briefing Notes, Instruction Manuals, or Additional Tutorial Resources, will be made available via Download Training Content. Please contact the Instructor as soon as possible if you cannot access the website or if you have any technical difficulties.
The darkest evening of the year.
The data you import or link into your model can be view specific.
The hardest of all to understand
The Local File
The local file will reside on your C: drive. NOT your Desktop or “My Documents!”
The Meaning, story time to make it all eatable
The more content you use from here the less content YOU will have to manage!
The next time a manufacture comes by to sell you their goods, well. Show them your content.
The Object Styles command specifies line weights, line colors, line patterns, and materials for different categories and subcategories of model objects, annotation objects, and imported objects in a project.
The only other sound's the sweep
the print dialog box
the project browser - sheets
The Revit Design Process
The Revit Project will reside inside the Project folder
The right people on the bus, the wrong people off the bus and everyone in the right seats!
The title speaks for itself
The woods are lovely, dark and deep,
There are both Use and Creation Best Practices.
There are only two “kinds” of parameters in Revit Title Blocks: Dimensional and Visibility. Yes, of course you still have access to all possible parameters, but you’re only going to use the two I mentioned.
There are two KINDS of Family’s in Revit:
There are two project file types for Revit
There are two ways to looking at this. The “oh that’s horrible” way and the “sweet, just what I wanted” way. You will have to know your CAD Detail Library status to choose one of the two ways.
These Families DO NOT have to be perfect; we may only have to use them once.
These two things are going to create issues. Files management issues, we will address these in future BMSS Tutorial s.
They don’t control the location of the objects created
Think about nesting
think data disconnect = loss of time/work/$$$
This also brings your network and your BIM Standard Files into question
This content is COMPANY standard for all projects
This file will always have linked CAD files in it.
This folder is READ ONLY
This is a 10X Event for our industry
This is a big hunk of Marble
This is a sellable package.
This is a Tag that can reference parameters common to all families
THIS IS AS BIG AS CAD was….
This is default content that is release specific. Every new release all of the content gets updated to the current version of Revit
This is the file that users will open and work on everyday
This is the file that you will open and work on everyday
This is up to you.
This may get you more than you bargained for
This parameter allows you to turn on and off objects. Think about your SEAL. You want to have it turned off for all of your plotting during DD and CD phase. Then at 100% CD, you will turn on your SEAL.
This will allow us to build/improve our Company Standards
This will cover the concepts of Labels, Text and Lines you use in Revit’s Title Blocks
This will not come easy
Time, Time. Time!
TIP: The Open/Close or Welcome Page
Title Sheet v. General Notes v. Drawing Sheets
To ask if there's some mistake.
To Do List / Action Items
To stop without a farmhouse near
To watch his woods fill up with snow.
Tons of Family editing / updating / creation
Topics in this section
Track recycled materials and other sustainable strategies using schedules
Transfer Project Standards
TT your Sales Rep.
Tutorial Time: M-W 1:00PM - 2:00PM (GMT–08:00) Pacific Time
Two different Families
Two different Families v. Two different types in one Family
Two different types in One Family
Two files to manage and maintain less types in a given project
Type Parameters for Sheets:
Under the VG and VP dialogs you can select the option that is seen in the view.
Understand / explain Gray scale equivalent
Understand how to manage Revit content, standard and templates, display controls for the model, and data Workflow.
Understanding major Revit Terms is critical to the CAD Managers Job. This Class will Teach Revit Standards and Process for BIM Management.
Unless you are “Archiving” or sending Project out
Update Next year’s Budget: 1 user = $10,000
Use drafting views to control layout issues
Use Families from this folder when your project dictates
Use masses for building the building; then major changes happen: update the mass; “REMAKE” the elements
Use of “Activate View” for “White Space Management”
Use of “Lines” for 3D Linework
Use of Drafting tab for View Specific Content
Use Sections and Callouts of the Model
Use Sections or Callouts
User Created - Shared levels and grids
Uses Same View/Sheet Sets
Uses trim/extend TR for cleanup.
Using schedules “unused categories” to create your own
Using Standard Families & the “Audit Process”
Value: by the end of this Tutorial you will understand what makes Revit project templates critical to your success. You’ll see where they should be stored and what should be contained within them. Keep in mind how Revit “place holders” will affect what’s “default” in your project compared to what will be used in CD’s.
Value: clear and concise sets of Revit Standards for System Families. Make use of standards easier for end user. Makes managing System Families standards extremely easy. Makes the update process quicker and isolates failure points.
View Template for Exporting
View Templates Standards.rvt
View/Sheet/Project – Information
Views – View Templates, working v. CD v. Temporary
Views / Sheets
Views are Phases specific
W2P Titleblock – D: Cover Sheet
W2P Titleblock – E1: Cover Sheet
W2P Titleblock: D Size – Cover Sheet
W2P Titleblock: E1 Size – Cover Sheet
Wait for major envelope changes to be resolved before moving into Revit
Wall and Floor/Roof Joins
Wall by Face
Wall Standards - W2P.rvt
Wall Types (drawn in FP with Labels)
Wal-Mart Sam Walton Died 1992 = He Saw the vision of where Wal-Mart would be today.
W-Block to be sure
W-Block, Copy & Past into new “Detail Component” Family
We have them for CAD, we need them for Revit. Get from A to B, ASAP! You have to understand the process and path before you start this journey; here is your Road Map.
Webinar Link: https://www1.gotomeeting.com/register/730235670
Week Date & Day TutorialLecture Topic
Weekly project prints
Well this is so close to AutoCAD that it should be a review for you; however, as with all things, there are “gotchas”
What about Central Files
What about materials?
What about System and Standard Families
What are design Options
What do you use to edit Detail Components?
What happens if I fail
What happens when you don’t?
What is Phasing
What is the point? Is it -
What Release are they own
What should your SEAL be?
What will tomorrow's opt environment will look like OT CCS PETC
What worked, what didn’t, and WHY
What you need to know: THEY ARE PROJECT BASED!
When creating families, if you create new Object Styles for Lines or Symbolic lines, you are creating new “Subcategories” in that families’ “Category.” When you insert that family into a project you now have more “Subcategories” the project.
When I say project based, you need to understand that this creates management issues.
When you are printing in black and white
When you insert and explode a CAD detail in Revit, it will create new line styles in the Revit project. These line styles are based off the CAD file’s layer name. Be sure to use the same layer names in all your CAD details. Then control the weight of the printed line from the one line style in Revit.
Where are they (the project) save
where you are still deciding what option to go with….
Who can update it?
Who creates these?
WHO IS IN CHARGE OF THEM
Who modifies these?
Whose woods these are I think I know.
Why – the big one
William Perez (Wrigley), Antonio Perez (Kodak), Carlos Gutiérrez (Kellog)
Window>>Close Inactive Windows
Workaround / Tips
WORKING 3/15/2019 3:14 PM
Worksets and templates
Worksets are crap!
Worksets are great!
Worksets are Revits way of breaking a project up so that multiple people can work on it. There is no “Right” way to use worksets to a project. I will give you some guidelines to conceder while creating worksets for a project.
Worksets, the how and why
Yes they are different than “Standard Families”
You are not alone. You are not alone. You are not alone! This entire industry is changing completely. BIM has created a paradigm shift similar to the paradigm shift of CAD, moving from pen and paper to CAD. Companies that see BIM as a trend and try to ride it out will (fill in the blank with an image of doom and despair). You, my overwork CAD manager, are about to embark on a quest for job sanity. Today we’ll give you a rock-solid outline to cling to as we set off for this distant treasure.
You are responsible for any content you create here
You can Demolish an Element
You can override project object styles on a view-by-view basis. For more information, see Visibility and Graphic Display in Project Views.
You can use Detail Components at every scale
You can use the detail component tool to create custom line type
You cannot “Transfer Design Options”
You create an Audit Process for their content
You don’t ever have to manage the default for Autodesk. If you ever modify any Autodesk content, then it has become Project content. If you modify download content you should create an audit process for it. Either create a sub folder under the “Downloaded Content” folder or some other process. Don’t just move it into your Project Content, you don’t know what it does; you don’t know what release it was created in.
You have to know what is inserted when you explode CAD files.
You know it. I know you know design options but…. While working with a firm in San Diego I realized that there is a lot to manage. Did you know you can work on two projects at the exact same time? Now that’s using multipliers to make money!
You know what manufacture you are pulling content down from
You may be working on multiple Revit projects at the same time, please created a sub-folder for each project.
You may create, edit, and save any content in this folder
You may download and save any content in this folder
You may download, and save any content in this folder
You must be P in the ultimate outcome, u need the C to get there.
You only have to create your Titleblock once and it will be used a number of times in each project, for all your future Revit Projects! Don’t risk bringing in bad CAD data.
You will create Multiple Views, one for each option or combination of option
You will print Multiple Options on one sheet for side by side comparison
You will want to set up a company standard for creation of a local file
Your company must grow to survive and change is a necessary part of growth. Perhaps, Revit will not line up with your companies mission statement. Perhaps, you are unwilling to change for either, lack of resources, lack of desire, or, an inability to overcome fear. I cannot change that for you; however, if you are willing to move forward with Revit, NOW is the time to start.
Your Mission Statement for Revit: though a Kaizen approach for implementation, achieve a 100% Revit Based Project environment
Your view name will then have the specific option information on the sheet