Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office

Nauman Mysorewala – GBBN Architects / PC TroubleShooters

You have been using Autodesk Revit or are new to Autodesk Revit and may have done a few pilot projects. Now what? Learn the tips and tricks for creating a network deployment for Autodesk Revit. Learn techniques for standardizing your Revit project templates to match your company standards and deploy them to your users. Learn how to set up a deployment for mobile users, and how to deploy custom content to mobile users. Create a company standard for file-naming, folder structure for projects, and custom content.

About the Speaker:
Nauman has more than 20 years of experience with the Autodesk family of products including AutoCAD®, AutoCAD® Architecture, Revit® Architecture and 3ds Max®. He is the CAD/BIM Manager for GBBN Architects Inc., a multi-national Architectural firm. He has a B Arch degree and has extensive experience working as an architect and CAD Manager. He is a Revit Architecture 2009 Certified Professional & AutoCAD Architecture 2009 Certified Professional. Nauman also teaches CAD applications at College of Mount St. Joseph as an adjunct faculty for the Interior Design program. He also provides BIM implementation consultation services. Email: or

3. both from an IT and BIM Manager’s perspective. Processor. The technological resources that Revit requires can be reduced by utilizing good organization of the Revit file. We will cover the other topics toward the end of the class. 4. Let us tackle the first task of creating a network deployment. etc.  Understanding the benefits. Dedicated video card with hardware support for Microsoft DirectX9 or later. It is the amalgamation of the four topics mentioned above plus the support needed from management to utilize Revit for projects. Windows 7 64-bit Pro. Revit-alize? So what do I mean when I say “Revit-alize”.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office Introduction: This class is divided into three main topics. but if you are getting a laptop buy a 7200rpm hard drive. Revit is OS. update and maintain. libraries and deploying to your users  Training and on-going support Majority of the time will be spend on the first topic since there are other classes at AU that go into much more detail of template creation and organization. (Revit is still mostly single threaded so it will benefit from the higher CPU speed than a quad core CPU. 3GB for 32-bit. 2 . except) 2. 4GB ram minimum for 64-bit OS. Higher single core speed instead of slower multiple cores. other peripherals are not too critical. etc. light families and utilizing linking. DVD drives. From this point onwards I will be concentrating on the Deployment perspective in terms of “Revit-alizing” your office. like using Worksets. It is the education of the user that can go farther than spending money on adding more ram. Most of the BIM Managers were CAD Managers and are now wearing new hats. Let us use those same techniques and create a Revit implementation that is easy to install. So here are my recommendations: 1. Since using these deployment strategies we can update the end user easily and provide on-going support. Let us look at the main topic of this session. Hard Drive. Workstation class video cards are not necessarily better. you can get more power for less money by purchasing consumer level cards. Memory. Hard drives. Technology: On the topic of company management support to utilize Revit. WAN compression technologies if you have multiple offices working on the same file 7. having a central location for content. planning and creating Network deployments  Standardizing Project Templates and deploying them  Creating company standards. Gigabit Ethernet (which is mostly standard now) 6. Network intensive. depending on who you talk to. Video Card. We learned a lot during our CAD days of standardizing CAD. There will be many opinions for system requirements.(64-bit OS has a bigger footprint so you need more ram to accommodate it) 5. the other most important support is the financial support needed to purchase computers that are capable of handling the requirements that Revit needs.

 What flavor of Revit is being deployed? (Architecture. Structure. but slow access and non network availability can be an issue. 3 . (Deployment. these ideas apply to other Revit flavors also. or Hybrid) Revit OTB and Custom  Number of laptop users vs.  Where is the central content stored & what folder structure you are going to follow (Revit’s. (we can fix it later for multiple offices and mapped drives). Deployment creation must be done to UNC paths only. all content is made available locally. desktop users? In my office most of the users are laptop based users so I have to provide local content access. desktop users?  Who is responsible for updating content? User rights  Which template is going to be the default template and where it is going to be stored? Even though for this demonstration I will be using Revit Architecture. This is why at GBBN Architects. This document will cover creating a sync batch file to help users be up-to-date with the server.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office Creating the Network Deployment Planning To successfully deploy Autodesk Revit 2010 within your office(s) you need to answer some questions first:  Where is the network deployment stored?  Which server will be the license server? (for Network Licensing)  What flavor of Revit is being deployed? (Architecture. System. Custom.  How are the users going to access the Revit OTB and Custom content (on server or locally) All content will be made available on users hard drive. This will aide with laptop users. (we will have to do two separate deployments)  Where is the central content stored & what folder structure you are going to follow (Revit’s. Content and Licensing servers do not have to be the same. just one.  Who is responsible for updating content? User rights This class will cover how to prevent users from changing server based content installed locally. Custom. VPN is the easy answer. All these questions must be answered to successfully create a deployment  Where is the network deployment stored? It will be installed on \\blackops\software\Revit2010. System. or two) Architecture  Which architecture Revit will be deployed for 32bit or 64bit or both? Both 32 bit & 64 bit. or two)  Which architecture Revit will be deployed for 32bit or 64bit or both.  Which server will be the license server? (for Network Licensing) We will use blackops as the license server too. all three. Structure. I will assume the following answers to the questions and create a deployment. just one. all three. or Hybrid)  How are the users going to access the Revit OTB and Custom content (on server or locally)  Number of laptop users vs.

1: Application Preferences This page is self explanatory. then click next.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office Creating the Deployment: Once we have answered all the above questions we need to create the deployment process. Revitalize-Arch-32 etc. Step 5: Enter your company serial number. Using the latest installer will reduce the number of updates you may need to install but greatly increase the time it takes to create the deployment as it has do download all the content from Autodesk’s servers. You can leave the default installation location as your C:\Program Files or change it to another location per your need. Select the Language. product key. \\server\software\Revit2010\x86.e. 4 . We will go step by step in creating the deployment.autodesk. It is recommended that you turn on “silent mode” to avoid manual interaction with the installation. Name and Company name. Click Next. Units (Imperial/Metric). It must be a UNC path.” The next eight sub-steps we need to click on “Next” instead of “Configuration Complete” 7. It is also beneficial to have Revit installed locally on a machine to copy extracted content to the Standard folders. Step 1: Select the Create Deployments from the Installer menu Step2: Specify the path where the deployment will be -> Product Download page. Step3 & 4: For the dialog box showing which Products to include just click Next & Accept the Licencing Agreement. i. I usually add the flavor & architecture. \\server\software will later be mapped as S:\ Name the deployment. Either use the DVD or you can download the latest Installer from the Autodesk website http://www. Click on “Configure” first before clicking on “Create Deployment. Default usage (Architecture/Construction). Step 6: It is a good idea to create both a network log and client log for troubleshooting failed installations. Step 7: This is the step where you define all the parameters for your installation.

Note: Here you need to decide whether you want the content to be deployed locally or installed on the server. User files: This location specifies where the Local file of the user will be stored automatically if the user selects “Create New Local” option when opening a central file directly.4: Define File Locations All entries added here gets saved to Revit. Imperial in my case.ini. You will see a Blank Folder added at the bottom.3: Select the License Type Select the Licence type you want. In my case I am selecting North American Imperial. 5 . Adding custom library locations: Step 1: Highlight Libraries Step 2: Click the Add button.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office 7. There are different models of Network Licensing available and are not discussed here as they are beyond the scope of the class. Multi-License Stand-alone or Network License. If you select a local path (%ALLUSERSPROFILE%\Autodesk\RAC 2010) the content will be installed to the users harddrive when Autodesk Revit is installed on their machine. Also if you plan to have OTB content on the server as well. Project Templates: Define the default template your company is going to use.rcl” file based on your selections which we will tweak later. Also select the templates you want to deploy. copy that manually after installing it on the local machine. In my case I prefer the content locally on the users machine so they can run Revit without a need for VPN connection. It is important you select all the content libraries you need since that generates the “content. Step 4: Highlight newly created folder and click Add again to add a path. This can be a local or server path.2: Content Selection Select all the Family Libraries you want to deploy. Step5: Higlight newly added drop down and click Browse to point to your local or sever content location. Step 3: Click on the Blank folder once. 7. If you select a server path it will get copied during the deployment creation. If you choose server option here the local content will not be installed and you will have to manually copy that using the install script. click on the blue line to type the folder name.ini file. Instead these get saved in the registry at: HKEY_CURRENT_USER\Software\Autodesk\Revit\Autode sk Revit Architecture 2010\Profiles\AllAnavDialogs Libraries: Here you can Add your custom company folders that get prepoulated in the Places bar in Revit. 7. Note: User added folders to Placesbar using “Add Current Folder to Places” in Open dialog box do not get saved to Revit.

7.5: Include Service Pack If you want you can choose to download and include available service packs.EXE /q :END First we are checking the registry whether Service Pack 2 is installed. please visit http://msdn. If you want to deploy updates administratively then you need to turn off Live updates.6: Configure InfoCenter Communications Center Depending on the size of your organization you may want to enable features on this page.html for information about RSS feeds and how you can create those. Use the batch file to install the appropriate Service Pack on the machines. you can easily deploy Service Packs later through Logon batch file. Some people have recommended to use WordPress or other blogging platform to create feed data and point to that blog. In the past the engine behind this CAD Manager Channel WsCommCenter. Otherwise the user may get notices of the updates and install them. Then we check whether to install 32bit or 64bit version of the service® Revit®: A BIM Manager's Guide to Revit-alizing Your Office 7. Download the 32bit and 64bit Service Packs and save it on the server.aspx or http://cyber. Install Service pack 2 if "%programfiles(x86)%XXX"=="XXX" GOTO 32BIT J:\ACADarch\LocalSupport\Install\RevitArch2010\updates\Autodesk_Revit_Architecture_2010-x64_Update_2. 7. The /q mean install it without interaction/quiet. If you plan to deploy the Subscription Advantage Pack (Service Pack 3) just substitute reg query line with reg QUERY "HKLM\SOFTWARE\Autodesk\Revit\Autodesk Revit Architecture 2010\ServicePack3" @echo off reg QUERY "HKLM\SOFTWARE\Autodesk\Revit\Autodesk Revit Architecture 2010\ServicePack2" IF ERRORLEVEL 1 GOTO REGNOTFOUND :REGFOUND GOTO END :REGNOTFOUND REM REG NOT FOUND.EXE /q GOTO END :32BIT J:\ACADarch\LocalSupport\Install\RevitArch2010\updates\Autodesk_Revit_Architecture_2010-x86_Update_2.7: Configure Access to Online Resources At GBBN Architects we have a general login for employees to access the Subscription Center but in larger offices this can be controlled to limited number of 6 . If you plan to publish information using the CAD Manager If you select Do not include Service Pack.harvard.exe has had issues with Enabling the Information Channels will retrieve Help information from Autodesk site and display results in the Communications Icon at the top-right of the Revit application.

\\server\software directory is being mapped to S:\Revit2010. DOS. copy a tweaked Revit. If you enable Allow acess to Subscription Center uses/advance users can create support requests from Revit or also access the e-Learning catalog available to subscription users online including AU Online. or customize your Revit content installation you will need to follow “Creating an install script” in the document and not use the icon. Yes that old DOS batch files are still king. Before you can use batch files. If you want to tweak your settings. I highly encourage our users to enter their email address and SUBMIT the crash report. Subscription Advantage Pack for Revit 2010 has a great editing tool from within Revit Views>User Interface>Keyboard Shortcuts.rcl (put this file in S:\software\Revit2010\Tweaks\Program folder) The Revit. 7 .ini. The submission of crash reports also helps the development team to see trends of crashes and fix them in future releases.txt (put this file in S:\software\Revit2010\Tweaks\Program folder) Get this file from a local install in the “%PROGRAMFILES%\ Autodesk Revit Architecture 2010\Program” folder.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office employees.rcl. etc you can use the Create and Modify a deployment icon located under Tools directory of the deployment. This enables the Subscription Support team to look at your crash report when you submit a support request. There are other options too: Windows Scripting. If in future you want to modify the deployment to add more libraries. This will start the process for the deployment. choosing the CD or online data download this process can take maybe an hour or more. You will be returned Step 7. It is a nice Subscription perk.ini (put this file in S:\software\Revit2010\Tweaks\Program folder)  Content. I will be using mapped drives for this demo J:\Standards\Revit. the local user must have administrative rights. Once the deployment is created you can install using the icon the setup creates in the root directory of the deployment. Click on Create Deployment. edited keyboardshortcuts. Save these files in the S:\software\Revit2010\Tweaks folder  Revit. we need to create an install script to allow us to copy local custom content. which is what I use in combination with batch files).ini & Content. Depending on the libraries you selected. 7. configure CAD Manager channel. People have written complex routines to accomplish all this (including me using InnoSetup) but in this case we will go back to what we all know. Before we start writing the batch file we need to collect few files to customize. Custom Installers (like InnoSetup. Creating an install script: Now that we have created a deployment. Remember that you will need two deployments if you want to install 32bit and 64bit in your office.rcl file will be found in S:\software\Revit2010\x86\AdminImage\RevitSetup\RevitArchitecture (or your flavor of Revit)  Keyboardshortcuts. This mapping is necessary if you plan to put this install on multiple servers.8: Configuration Complete Click on Configuration Complete button to end Step 7. especially when it comes to automating the installs and copying files unattended.ini and most importantly a tweaked version of content.

exe /qb /I S:\software\Revit2010\x86\AdminImage\Revitalize-Arch-32. keyboardsshortcuts. Especially the Revit family backup files that have . but for what we need to achieve XCOPY works great. Install any patches if they are now included as part of the deployment. This can also be achieved using ORCA MSI editor (http://msdn.txt & UIstate. Copy the company standard content to the local drive.ini.ini GOTO END :32BIT echo 32-bit Windows installed S:\software\Revit2010\AdminImage\Setup. Copy Tweaked copies of Revit. There are other more powerful utilities available like ROBOCOPY etc.txt C:\OFCStandards\Revit\ REM Some of the switches I have used in XCOPY /d: this compares the date of the file and if the local file is .*” /s/e/y/i/d/r/EXCLUDE:S:\software\Revit2010\Tweaks\exclude.85). fontmap files (put this file in S:\software\Revit2010\Tweaks\Data folder) Get these from the “%PROGRAMFILES%\ Autodesk Revit Architecture 2010\Data\” folder  UIState.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office  Import/export line weight files.rcl.00 A little explanation about XCOPY.bak .ini :END Echo all done Pause Next we need an exclude.*” s/e/y/i/d/r/EXCLUDE:S:\software\Revit2010\Tweaks\exclude. XP %APPDATA%\Autodesk\Revit\Autodesk Revit Architecture 2010\) We will try to achieve the following tasks using the batch file.00 appended to it. Tweaking the files: I have used xcopy to pre-copy the tweaked files to the users hard drive. 1. Decide which Revit architecture to install 32bit or 64bit :INSTALL if "%programfiles(x86)%XXX"=="XXX" GOTO 32BIT echo 64-bit Windows installed :64bit S:\software\Revit2010\AdminImage\Setup.aspx) to create a transform (MST file) and use that transform to point the installer to the tweaked files (this is what I have used in the 8 . This batch file can be downloaded from AU online REM Batch file to install Revit 2010 and copy custom content REM 1. Launch the install routine for Revit automatically on 32 or 64 bit .txt file as needed.txt file which will tell XCOPY what not to copy. .tmp .txt file at S:\software\Revit2010\Tweaks .*” /s/e/y/i/d/r/EXCLUDE:S:\software\Revit2010\Tweaks\exclude. Copy the tweaked files XCOPY “S:\software\Revit2010\Tweaks\Program\*. content. 4. Start notepad and add the following text and save it as Exclude. if needed. 3. You can add more extensions in the exclude.dat If you want to pre-populate the Quick Access Toolbar (put this file in S:\software\Revit2010\Tweaks folder) (Vista/Win7-> %LOCALAPPDATA%\Autodesk\Revit\Autodesk Revit Architecture 2010\.txt “%PROGRAMFILES%\Autodesk Revit Architecture 2010\data\“ XCOPY “J:\Standards\Revit\*. it will not copy the file from the server. avoiding an overwrite of user modified files.dat 2. /EXCLUDE: this allows us to not copy certain file /qb /I S:\software\Revit2010\x64\AdminImage\Revitalize-Arch-64.txt “%PROGRAMFILES%\Autodesk Revit Architecture 2010\Program\“ XCOPY “S:\software\Revit2010\Tweaks\Data\*.rar .

\Data\Rendering ExportLayersNameDWG=C:\OFCStandards\Revit\ MYCOMPANY-exportlayers-dwg-AIA. Assign more than one transform by editing the Revitalize-Arch-32.ini (in the Adminimage folder.ini file after installation.ini below is not the complete ini file. The key here is to change the path. Changes and additions are shown in bold & italics.Metric Library=C:\ProgramData\Autodesk\RAC 2010\Metric Library. The name of the ini will the name of your deployment).. Add the custom transform to TRANSFORMS= line at the bottom of the ini file.txt MaterialLibraryFiles=. the size of the Content.rcl file) [Bundle_NAImperial. Change all the UNC paths by using notepad and FIND/REPLACE Change to fullpath=S:\Revit\AdminImage\ContentENU\NAImperial. rather the embedded one in the MSI is used.ini] [Directories] DefaultTemplate=C:\OFCStandards\Revit\MYCOMPANY Imperial 2010. Windows scripting is another tool you can use to push changes to the Revit.rcl file found in the S:\software\Revit2010\x86\AdminImage\RevitSetup\RevitArchitecture (or your flavor of Revit) is not used. [ …… fullpath=\\blackops\software\Revit\AdminImage\ContentENU\NAImperial.My Company=C:\OFCStandards\Revit\ ProjectPath=C:\RevitLocal ImportLineweightsNameDWG=C:\Program Files\Autodesk Revit Architecture 2010\Data\MYCOMPANY-importlineweights-dwg. Open the Revit.ini will be in the Directories section. The reason we copied this file is that in case you modify the deployment in future our changes do not get overwritten by the deployment creator.rte FamilyTemplatePath=C:\ProgramData\Autodesk\RAC 2010\Imperial Templates DataLibraryLocations=Imperial Library=C:\ProgramData\Autodesk\RAC 2010\Imperial Library.ini file.Imperial Detail Library=C:\ProgramData\Autodesk\RAC 2010\Imperial Library\Detail Components. Depending on the libraries you 9 .rcl: If you plan to distribute your deployment to other servers you will need to tweak the content. The content.txt ExternalParameters= C:\OFCStandards\Revit\MYCOMPANY-SharedParameters.cab_2] …… name=North American Imperial filename=NAImperial.txt [ExternalApplications] [ExternalCommands] You can also add any external programs or tweak other settings that are specific to your needs.rcl file. So we need to pre-copy our tweaked file. There are DOS based ini modifications tools also available on the web. (partial content. Some external tools cannot be copied and added to the ini file manually and need to be installed after the Revit install. I use InnoSetup to make modifications to the ini file post install. Best option is to check your local install of Revit.ini: Most of the tweaking in Revit. Tweaking Content. The Revit. If you add any external utilities you will need to copy their files to the appropriate folders.Metric Detail Library=C:\ProgramData\Autodesk\RAC 2010\Metric Library\Detail Components. which copies the OTB content and help files to the users machine.rcl file will vary.ini file from S:\software\Revit2010\Tweaks\Program folder.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office past personally). The reason we are tweaking this file is to make our install non-UNC (or another server) based so it can be copied to other remote servers. Tweaking Revit.

but I prefer XCOPY again to achieve this simple task. and maybe some other tools. You can use Offline files. (created using InnoSetup) Deploying it to the Users Once you have done all the tweaking.g. If you plan to install your office standard content locally then you will need to create a sync routine to update the local content. you are now ready to deploy Revit. e. I would recommend right-clicking on the batch file and select Run as Administrator.* /s/e/y/i/d/r/EXCLUDE:S:\software\Revit2010\Tweaks\exclude. All you need is to ADD the above lines to the users logon script or add the batch file to the registry under: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Run. will host the content on their server so all users are @Echo OFF XCOPY j:\acadarch\REVIT\GBBN\*. If the user does not have administrative rights. yet still maintain the security of users not overwriting standard content.txt "C:\acadusercustom\Acadarch\Revit\GBBN" REM Set the custom content read-only so users cannot modify it. 10 .Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office Server to Local Content Sync Batch: Most all companies. that have multiple users.*" /S accessing the standard content. ATTRIB +r "C:\acadusercustom\Acadarch\Revit\GBBN\*. All you need to do is execute the Batch file on the users machine.

Templates. Families 2. SD.g. it should be renamed with the above convention. Also refer to the Revit® Model Style Guide to help you develop consistent. etc) 2. e. 00G_Family) or Project name (for project families. Plots (to house PDF’s. Archive (To store past phase files.1. 2. Folder Structure: You need plan out two folder structures. It is also a good idea to have a custom text parameter in your families to add a version/date. 1. This will help sort the Type Selector and makes it easier to distinguish standard company content from OTB or downloaded content. This way it will be easier to troubleshoot families in the future. CAD imports (this will house actively used CAD linked files from Consultants.DWF’s.4.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office Standardization: As mentioned in the beginning that I am not going to go in detail about Creating Templates and a detailed 11 .com) to rename the plot files generated by multiple users.s3.2. i.1. Copy the OTB content folder 1. Once a downloaded content or project content is approved and published in the Standard. you can still use those or let Revit 2010 create the local file for the user automatically. Export 2. Project Folder Many companies have different requirements. Schedules. but for Revit I would recommend a few folders to organize the project files 2. useful Revit models at http://style. This way I can use batch rename tool (my favorite Flash Renamer http://www. I still prefer to name the local file consistently. Prior to 2010 release we had procedures to create local files. My goal is to touch on the topics that you can implement within your office to Revit-alize it. Groups. Generic Models.e.3.g. for all users. Consultant Models 2. one for Standard Content and the other for Projects. but I want to discuss the important things that you can put in place to create standards for your office that go beyond your templates. Standard Content 1. CD.guides.g.rlvision. DD. etc) File Naming:  Project files Every company has a numbering system which should be prefixed to the project central file. 01_Project Family).2. System Families. There are other classes at AU that go in much greater depth on Standardization of Templates and I would refer you to those classes as  Families My recommendation is to prefix families with a 00Initial of Company (for standard content e. same length.5. for Revit Architecture: Details.6.7. Current 2. The local files will be saved in the location that was specified when creating the deployment Step 7.4 User Files.etc) 2. I would also recommend a Family Development folder and Family Submittal Folder to house currently worked on families and for users to submit their families which can later be published in the Standard Content folder. Depending on the Revit flavor add custom folders e.amazonaws.

Level 3 – Core Toilet Rooms.Level – Area e. All Annotations and Detail line work must be added to the Published floor plan only. PUB First Floor. WRK Overall First Floor. It is important to name them correctly so they group in the Project Browser. Procedures include:  Location of and Naming Local files  Reload latest or Synchronize with Central when opening the project every time. etc. Enlarged . unless you are intending to do so. 12 .Level 1 – Stair 2. Prefixing all views that are published on the sheet with PUB. It is recommended for most views that they be prefixed with a few characters that distinguish them from working or non plotting views. Structure and MEP conventions and needs are different. This will require each company to develop their own conventions. Here are a few examples for naming views in a new construction Revit Architecture project  Floor / Ceiling Plans: When working with Floor Plan it is advisable that there should be two sets for each Level.    View naming Conventions: Each project type will have different requirements. Another example for Structural discipline is to add an Analytical Plan. Architecture.  When and how often to synchronize with central. Prefix each view with Enlarged : Enlarged . This will avoid problems of items missing from plots or extra things showing up on floor plans. You can create Enlarged Plans using the Callout Tool and selecting Floor Plan.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office Process Guidelines: Creating procedures & guidelines can go a long way to maintain consistency and help reduce problems related to Local files and bloated project files. WRK First Floor.  Enlarged Plans: Enlarged views are grouped together with the Floor Plans.g. Enlarged .  Saving at the End of Day & always Relinquish All Mine  In Project Browser Switch to before saving at the end of day to speed up load process for the next time.e. Working plans are only to be used for modeling and not adding any annotations. Do not switch the scale of the view that has been published on a sheet.  Saving guidelines. Once a week performing cleanup activities  Create a new Local file (local files get bloated more than the central file)  Audit the Central file  Purge if needed  Compact the central file Rename Standard Families/Types (OTB or Office Standard) before modifying in Family editor. One a Working View and the other Published View.  Prefix each view with a WRK (working) or PUB (Publish) ENG (Enlarged) i. PUB Overall First Floor. will help keep things organized. every company is different. If you are planning to export to CAD create another set for EXPORT.

Building/Wall/Interior. Exterior/Interior. Before creating an Elevation view pay close attention to the type selector to verify which type of Elevation is being created. PUB – E – 13_1(notice no periods)  Interior Sections: PUB – Room # . West. Since Drafting Views can be of wide variety. PUB – Camera – Room 1212 Elevations: All Published Elevations should be prefixed with Pub. 1St Floor Exterior. i. PUB 1232 Office South. PUB – Camera – Lobby. E. The key is consistency which will help reduce wasted time and increase efficiency. e. PUB – Clg – 1212 – Soffit Details: When using the Callout tool for Details. PUB – 1212 – Casework. 1st Floor HVAC. 1st Floor Interior. but remembering our AutoCAD days and the idea of making sure every object was on the correct layer is similar here. PUB – 1212 – Type of Detail  Plan Details: PUB – Column Grid Intersection – abbreviated Description. E. PUB North. Developed Elevations will get a Dev prefix. E.NS – Col D  Wall Sections: PUB – Elevation Direction – Nearest Column Grid #. E.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office   3D Views: If you are creating any 3D View for publishing it should be prefixed with PUB – 3D View Desc.Desc.  Exterior Elevations: Exterior elevations are to be named with the direction North.Description. selecting the correct subset is important for it to show up in the correct category in Project Browser.g. PUB . 1st Floor Electrical. Educating users the importance of creating objects on the correct workset will not only allow you to manage the project.g. E.Column Grid #. E. Try naming the workset based on system or group. Worksets are not layers.  Building Sections: PUB . naming conventions will need to be developed for your specific needs.  Interior Elevations: Interior Elevations are to be identified with the Room# and Direction.  Interior Details: PUB – Room # . PUB 1232 N.Wall Section (as named under wall sections above) – Level/Description  Misc Details: PUB – Description Drafting Views: Drafting Views are used to create details from scratch or importing details from AutoCAD. but it can go a long way to reduce the hardware requirements that Revit has. PUB Part South at Roof. PUB – N – B. PUB – Exterior SW.  Wall Section Details: PUB . etc 13 .g.g.  Sections: Before creating a Section view pay close attention to the type selector to verify which type of Section is being created. South.g.Direction . If the Drafting Views published it should have the PUB Prefix. It will make your project load faster and users will be more efficient by unloading unnecessary worksets.g.   I believe you now have an idea to develop View Naming conventions for other views in Revit. Worksets: Naming conventions and procedures for worksets is very critical. Partial elevations are to be prefixed with Part and a minimal description.g.e. East.

we need to figure out what to put in the template and most importantly what not to put in. At GBBN we have the sheet setup for out Architectural Standards which get put in for every project. Items to be customized and included in the Template: Title Blocks: Add at least the standard size titleblock in the template. Some of the details for the partitions are also added to the template as all projects use those. patterns etc. Partition (wall) Types: For Architectural projects partitions(walls) are needed. At GBBN Architects we have a standard partition numbering system. This is why we have a Standard Content folder with a structure for the user to find the content to be load easily. abbreviations. System Families: Use the idea above for walls to create commonly used system families for the flavor you Revit being used. Remember to prefix them with a 00 or underscore to put them at the top of the list. A good option for MEP or Structural consultants is to preset the Architectural Links to Halftone. All the standard types are pre-built and available in the wall type selector. Title Sheet: Most all projects will have a title sheet and most all companies have standard Title Sheet. 14 . You can use labels from Project Information to save even more time. Some details are appropriate to add. Explore the View template dialog beyond visibility to create standard view templates. like standard mounting heights. i. The title block contains labels and visibility parameter for Not for Construction stamp. View Templates: Creating default View templates will greatly help standardize your company standards. Create a system for your system families to ease their use. you do not include everything that a project MAY use. What not to put in: Do not make your project templates heavy. so you cannot add worksets.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office Customizing the Template Before we begin creating templates. Details: Adding details that a project may use will unnecessarily weigh the template down. Having a pre-made Title Sheet will save time for the project team. Worksets: Revit does not allow to add worksets in template files. So items may be loaded in using Load Family and System Families can be loaded either via Copy/Paste or Transfer Project Standards.e. Other sizes of title blocks can be added to the Standard Content library. Create process guidelines for creating and using worksets for projects. Lets begin with what not to put in the template. Those details are appropriate to add to the project template. At GBBN we have the 30” x 42” loaded in the template. You can configure the Labels and any visibility items for the title block.

Temporary Dimensions(Center vs face etc) should be visited. Also visit Line Styles. Miscilaneoous Company Standards: Annotations: Callout Tags. Elevation Tags. A Pre-Set Sheet Browser organization system will help too. 15 . Arrowheads. depending on your company needs. An example is the Gypsum board for Walls which by default has a Sand hatch in Projection mode which can degrade performance and may be unnecessary. Section Tags.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office Initial Sheet Set: Creating some of the sheets for the project will give project teams a good starting point and help with maintaining company standards. Like creating two parameters to organize you Sheet Browser as well as Drawing List schedule ordering. Weights and Patterns to align those with your company standards. A Prefix or Suffix to identify custom materials would help with the organization in the materials dialog. Duplicate and rename any OTB materials that are modified. You can pre-set a system to give the project teams a head start. Project Browser Organization: Every Project and discipline will need to have a Project Browser Organization system. Edit what comes out of the box aligns with your company standards. Materials & Patterns: Add or modify any out of the box materials to align with company standards..

Some companies prefer to send their users to a Authorized Training Center for a 2-3 day training. They will also conduct weekly or bi-weekly topic based training as well. The users in your office can be assigned chapters as “home work” after covering the topic in a hands-on or visit http://www. There are many resources for Novice and advanced users. All the topics mentioned in Standardization and Standard Template Customization need to be taught to the users for successfully maintaining consistency in your firm’s Revit projects.  Residential Design Using Autodesk Revit Architecture 2010 by Daniel John Stine ISBN: 978-1-58503-507-6  Commercial Design Using Autodesk Revit Architecture 2010 by Daniel John Stine ISBN: 978-1-58503-512-0  eLearning catalog at the Subscription Center.augi.augi. Prior years’ classes are available from http://www. There are many experts who are frequenting these forums and are eager to answer the questions. This resource is extremely helpful in recovering corrupt files. but it will result in a much streamlined.autodesk.Autodesk® Revit®: A BIM Manager's Guide to Revit-alizing Your Office Training and On-going Support Creating all the standards will mean nothing without training.pctroubleshooters. If you have any comments or suggestions or need consulting help please feel free to contact me at (513-777-9917) or email me at to access the past years classes from 2006-current year.autodesk. Visit http://au. There are many opinions about training the employees. It can also be accessed via web at http://support. Subscription Center can be accessed from within the Autodesk Revit application if that option was made available during deployment creation. I recommend a general office account which everyone can use to access the eLearning catalogs. They may elevate the question to peers of their local AUGI group. naming conventions and template features in the or and selecting the Autodesk University link. Whichever method is chosen for the training. From using a Boot-Camp method for 2-3 days and then hold project based training. First stop is to ask your inhouse experts. or files having errors that in-house experts cannot resolve. Resources for Training:  Authorized Training Centers  I have used the Commercial Design book for both corporate and college training and I highly recommend the books by Daniel Stine as they cover most topics needed to get a user proficient in Revit Architecture.  AU Online recordings and hand-outs are great resources for all levels of users. The key is to educate the users to follow the standard. it is important to incorporate the process guidelines. Posting the question to Thank you Nauman Mysorewala 16 .com is another resource for support.autodesk.  Video training DVD’ Conclusion We have covered a multitude of topics to help standardize Revit and create a company standard. efficient working project. It may take a few extra minutes for the users to follow the guidelines. Larger companies have in-house experts to train and will utilize different methods to train. On-going Support On-going support is really important to successfully use Revit in the office. Another resource for Subscription customers is to create a support request at the Subscription Center.

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