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Revit Project Browser Custom Organization

JayBZallan 2012

ThepurposeofacustomRevitBrowserOrganizationis toenablealogicalfilingstructuretoViewsandSheets. Organizingviewsandsheetsintologicalandprojectspecificgroupsallowsa largequantitytobeeasilysearchedandworkedwith.

Contents
RevitProjects(BrowserOrganizationBriefExplanation) 1 Views
1.1CreatingViews 1.1.1Plans 1.1.2Elevation&SectionViews 1.2Naming&RenamingViews 1.2.1ViewNameConventions 1.3ViewProperties&Parameters

BrowserViewOrganization
2.1ParameterValueNamingConvention 2.2BrowserOrganizationStructure 2.2.1ViewSheetHeading1 2.2.2ViewSheetHeading2 2.300SystemViews 2.3.1ClosingView 2.3.2Associated(Views) 2.3.3AssociatedViewsNamingConvention 2.401PresentationViews 2.4.1PresentationViewNamingConvention 2.502CDViews 2.5.1a3DIsometricViewNamingConvention 2.5.1b3DPerspective(Camera)ViewConvention 2.5.2aDependentParentPlanViewNamingConvention 2.5.2bDependentChildrenPlanViewNamingConvention 2.5.3 CDEnlargedPlanViewNamingConvention 2.5.4 CDOverallPlanViewNamingConvention 2.5.5aCDBuildingElevationViewNamingConvention 2.5.5bCDInteriorElevationViewNamingConvention 2.5.6aCDBuildingSectionViewNamingConvention 2.5.6bCDWallSectionViewNamingConvention

2.606UserViewNamingConvention 2.7LegendViewNamingConvention 2.8ScheduleViewNamingConvention

BrowserSheetOrganization
3.1.1Consultantparameter 3.1.2ViewSheetHeading1 3.1.3ViewSheetHeading2

AppendixA
A.1 A.2 A.3 A.4 A.5 A.6 A.7 A.8 A.9 A.10 ViewNamePrefixes(explanation) PhasePrefixes 3DViewPrefixes GeneralPrefixes PlanViewPrefixes SectionViewPrefixes ElevationViewPrefixes ScheduleViewPrefixes StructuralViewPrefixes CoordinationViewPrefixes

AppendixB
B.1 SheetNumberDesignations B.1.1 SheetTypes&SubTypesDesignations B.2 DocumentSetPrototypePreCartooned

RevitProjects
TheTemplatediscussedhereinissetuptohavecustom browserorganizationsforViewsandSheets.Note:RAC= RevitArchitecture,RME=RevitMEPandRST=Revit Structure. Thepurposeofcustomabrowserorganizationistoenablea logicalfilingmethodologytoViewsandSheets.Organizing theseintosmaller,logicalandprojectspecificgroupsallowsa largenumberofviewsandsheetstobemoreeasilysearched andworkedwith.

thingsthatmakeupRevitsElevationsandSections; namelyTheView&TheElevation(Seeimages1.3&1.4).

1Views
Thefirstcourseofactionistoreviewtheguidelinesfor creatingviews;namely,therequisiteworkflowforcreating viewswillfollowtheseprotocols: A. CreateaView B. RenametheView C. ModifytheViewParameters

Image1.1 Aboveisanexampleofanimproperlyduplicated Elevation.CanyoureadwhatsheettheACTUALElevation ison???No,youcannot.TherealElevationiscoveredby theduplicatesymbology.

1.1CreatingViews 1.1.1Plans
Use any of the standard tools to create plan views.

Image1.2 ThisistheactualElevationthatisonasheet.

1.1.2Elevation&SectionViews
Thereisonly1recommendedmethodtocreateElevation& Sectionviewsandthatis: 1) CreateanewElevationorSectionusingtheElevation orSectionViewtool. 2) Donotuseanyoftheduplicatetools. ItisinadvisabletouseDuplicate,DuplicatewithDetailing orDuplicateasDependentwhencreatingmultiple Elevations&Sections(Building,Wall&Detailincluded). DuplicatingElevations&Sectionscreatesahostofproblems andwillalsocopytheViewMarkers(seeimage1.1)and thesewillimmediatelycoverthepreviousviewmarkers, makinganunintelligiblesetofdocuments. Thisobscuringofdatawillspiraloutofcontrolandmakethe projectnearlyunworkable;confusioncausedbythiswill continuetogetworseastheprojectprogresses. IntheexampleImage1.1theduplicatedelevationVIEWitself wasdeletedfromtheproject,yettheviewMARKERstill remains;butnoonecantell. Pleasetakenotethatwhatmayhavetraditionallybeencalled anelevationisveryspecificallydifferentinRevit.Thereare2

Image1.3 TheelevationsVIEWisselected.

Image1.4 TheELEVATION(viewtype)isselected.

1.2Naming&RenamingViews
ViewnamesareoneofthemanyparametersinRevit. TheseareInstanceparametersandareaccessedfrom thefirstwindowofthemodelessPropertieswindow,as inImage1.6.Instanceparameterscanbesetdifferently foreachdistinctinstanceofafamily,suchasscale, name,etc. Whennamingorrenamingviews,ifthefollowing dialogueappearsthenalwayschooseYes(SeeImage1.5 onnextpage).

Image1.5AlwaysChooseYES!!!

1.2.1ViewNameConvention
ALLCAPS: ViewsthatgoonSheets ModifiedSentenceCase: Viewsthatdonotgoonsheets RefertoSection2&AppendixAformoreonViewNames.

1.3ViewProperties&Parameters
TheView&SheetParametersareaccessedviatheProperties dialog,4ofthe5usedinorganizingviewsfallunderthe heading'IdentityData'.(SeeImage1.6)

Image1.6

AlongwiththeViewName,foreachnewviewwemust alsosetupaTitleonSheetvalue,alongwiththe Discipline,ViewSheetHeading1&ViewSheetHeading 2(perImage1.6). Thesearemandatorytocorrectlydesignateallviewsinto theirproperbrowserorganization. NotesonViews: AnyannotationsplacedinviewsotherthanCDor PresentationviewswillNOTfindtheirwayto sheets,astheonlyviewsthataretobeplaced ontosheetsareCD&/orPresentationviews.All otherviewsareformodeling&/orreference only. UserSections&Elevationsarerequiredtousea "HideatScalesCoarserThan"parametervalue setto12"=1'0"(fullscale).Thiswillensurethat theirsymbolicmarkersdonotshowup throughoutthemodelviews&documentset. Managethelocation,etc.oftheseuser sections/elevationsfromauserplanviewby changingthescaletofullsizewheneditingthe extentsofthesection,etc. WhenavalueisplacedintheTitleonSheet parameterfieldthentheViewnameisonlyused intheProjectBrowser.ThisTitleonSheetvalue isleftemptyforallviewsthatarenotintended forsheets.

2BrowserViewOrganization
Thepurposeofcustomabrowserorganizationistoenablea logicalfilingmethodologytoViewsandSheetsandbreaking theseoutintosmallerlogicalandprojectspecificgroups allowsalargenumberofviewsandsheetstobemoreeasily searchedandworkedonandwith. Notallviewsareusedformodeling;someareonlyfor documentationorpresentation.Annotations,suchas dimensions,annotations,keynotes,etc.areplacedfor printingpurposesonlysotherewillbeseveralcopiesofeach planviewsetupforsuchpurposes. Mostallmodelingistobedonein"User"viewsthatwillnot goontosheets.Thereasonsforthisareseveralfold&allow independentcomponentandviewvisibilitiesproviding smoothteamworkflow.

2.1ParameterValueNamingConvention
ViewSheetHeading1(ModifiedSentenceCase) ViewSheetHeading2(ModifiedSentenceCase) Family&Type(AutomaticperRevit) Image2.2

2.2.1ViewSheetHeading1
TheVieworganizationincludes,butmaynotbelimited tothefollowingvaluesforViewHeading1. 00SystemViews 01PresentationViews 02CDViews 03CoordinationViews 04StudyViews 05RFIViews 06UserViews

2.2BrowserOrganizationStructure
Thebrowserorganizationusedforviewscategorizesthemby thefollowingparameters: ViewSheetHeading1 ViewSheetHeading2 Family&Type

2.2.2ViewSheetHeading2
TheVieworganizationincludes,butmaynotbelimited tothefollowingvaluesforViewHeading2. Associated 3D&Isometrics Dependent DependentChildren Enlarged Overall XXX(DenotesUsersInitials) VerifywithyourBIMleaderforadditionstothislist.

Image2.1

2.300SystemViews

Image2.4

2.401PresentationViews
ThePresentationViewssubsethousesthoseviews intendedforpresentationtitleblocksheets,includingbut notlimitedtoOverallplans,Dependents,Sectionsand Elevations,etc.SeeImage2.4 Image2.3 TheSystemViewsareforprojectmanagementpurposesonly andareneverplacedontosheets.

2.3.1ClosingView
ThedraftingviewClosingViewistheonlyviewtobeleft openattheclosingofafile(Image2.3). Wheneverclosingoutofonesuserfilemaximizethis view,closeallhiddenwindowsandthendothefinal SynchronizewithCentral,thencloseRevit. WhenopeningnexttimeRevitwilltakelesstime& resources.

Image2.4

2.4.1PresentationViewNaming
PROALEVEL01 PResentationOverAllLEVEL01 PRRCPOALEVEL01 PResentationReflectedCeilingPlanOverAllLEVEL01 Forotherpresentationviewsthenamingwillfollowa similarprotocol,withaPRprefix,suchas: PRBS5AF PResentationBuildingSectionneargrid5fromgridsAto F Notes: Section,Elevation,etc.namingwillbeexplained inmoredepthinsection2.5.6ofthisdocument. Refertosection2.2.2inthisdocumentfor appropriateViewSheetHeading2parameter values

2.3.2Associated(Views)
TheDefault3Dview&allLevelCreatedPlan&RCPviewsare organizedunderAssociated. WheneveraLeveliscreatedanditgeneratesaPlanView thoseoriginating(Associated)plans&RCPsarekeptinthis subcategory.Thesedonottogoontosheets,eventhough theyareinALLCAPS.

2.3.3AssociatedViewsNamingConvention
AssociatedViewshavenamesthatbreakfromthe conventionof:ALLCAPS=onSheets,SentenceCase=noton sheets.Associatedviewsarenamedperproject documentationrequirements. SincetheseviewsnamesalsoappearonLevelMarkers,they wanttobeALLCAPSfordocumentationpurposes. Remember;whennamingorrenamingviews,ifthefollowing dialogueappearsthenalwayschooseYes(SeeImage2.4).

2.502CDViews
TheCDViewssubsethousesthoseviewsintendedforCD titleblocksheets,includingbutnotlimitedto3Ds,Overall& Enlargedplans,partialDependentplans,Sectionsand Elevations,etc.SeeImage2.5&list2.2.2

2.5.3CDEnlargedPlanNaming
CDENLEVEL01STAIRA ConstructionDocumentENlargedLEVEL01STAIRA CDRCPENLEVEL01 ConstructionDocumentReflectedCeilingPlanENlarged LEVEL01

2.5.1a3DIsometricViewNaming
3DISOENTRY 3DimensionISOmetric@ENTRY

2.5.4CDOverallPlanNaming
CDOALEVEL01 ConstructionDocumentOverAllLEVEL01 CDRCPOALEVEL01 ConstructionDocumentReflectedCeilingPlanOverAll LEVEL01 Note:Refertosection2.2.2inthisdocumentforaView SheetHeading2parametervaluelist.

2.5.1b3DPerspective(Camera)ViewNaming
3DCAMENTRY 3DimensionCAMera@ENTRY

2.5.5aCDBuildingElevationNaming
EEOAEAST ExteriorElevationOverAllEAST EEPTEAST ExteriorElevationPartialEAST

Image2.5

2.5.2aDependentParentPlanViewNaming
Parentviewsdonotthemselvesgoontosheetsso theyhaveModifiedSentenceCasenaming. TheViewSheetHeading2forParentDependents is:Dependent. AlwaysannotateandmakechangesintheParent views,soalladditions&changesarereflectedonall childviews.

2.5.5bCDInteriorElevationNaming
IEROOM101A InteriorElevationROOM101viewA

2.5.6aCDBuildingSectionNaming
Note:EventhoughthereistobenoCDprefixon sections,allsection&detailviewsshallbeunderstoodas beingforCDs;thusonsheets:exceptinthecaseofUser viewsthatwouldhavethreeinitialsasaprefixandPR (presentation)views. BS5AF BuildingSectionlookingtowardgrid5,cuttingfromgrids AthroughF

ParentLevel01 ParentRCPLevel01

2.5.2bDependentChildrenPlanViewNaming
TheViewSheetHeading2forChildDependentsis: DependentChildren.

CDLEVEL01N ConstructionDocumentLEVEL01North CDRCPLEVEL01N ConstructionDocumentReflectedCeilingPlanLEVEL01 North Note:ByhavingnoOAprefix,thechildviewsshallbe understoodasbeingpartialplans.

2.5.6aCDWallSectionNaming
WS5A WallSectionlookingtowardgrid5,cuttingneargridA

2.606UserViewNaming
XXXLevel01 UserXXXLevel01 Notes: XXXdenotesusers3initials.Ifauseronlyhas2 initialspleaseaddonetokeepthe3letterprefixfor userviewsconsistent. TheViewSheetHeading2forallUserViewsisto betheir3initials.

2.7LegendViewNaming

Legendsshallfollowtheprotocols: ALLCAPS: ViewsthatgoonSheets SentenceCase: Viewsthatdonotgoonsheets

2.8ScheduleViewNaming

Schedulesshallfollowtheprotocols: ALLCAPS: ViewsthatgoonSheets SentenceCase: Viewsthatdonotgoonsheets *Mgmtschedulesareusedformanagementofprojectdata only,neverplacedontosheets.The*placestheseatthetop ofthescheduleslistsincetheViewSheetHeadingshaveno effectonschedules,eventheyareviews. Seesection3forexplanationofSheetorganization.

3BrowserSheetOrganization

SheetsareorganizedfirstbyConsultant,thenViewSheet Heading1&finallyViewSheetHeading2.Refertosection 2.1&AppendixBformore.

3.1.1ConsultantParameter
SheetViewConsultantparametervalues: ARCHITECTURE STRUCTURE MEP CIVIL Etc.

3.1.2ViewSheetHeading1
SheetViewViewSheetHeading1parametervalues: PresentationSet ConstructionDocumentSet Etc.

3.1.2ViewSheetHeading2
SheetViewViewSheetHeading2parametervaluesfollow theNationalCAD&BIMStandards:RefertoAppendixBfor comprehensivelist. A0s=GeneralFrontSheets A1s=Plans(IncludingDependentviews) A2s=Elevations A3s=Sections A4s=LargeScaleViews(notDependentviews) A5s=Details

A6s=Schedules&Diagrams A7s=*UserDefined* A8s=*UserDefined* A9s=3DRepresentations RefertoAppendixB

APPENDIXA
A.1ViewNamePrefixes
Thesearetobecreatedormodifiedasnecessaryforeach specificproject,usingtheconvention&conceptsherein.

A.10CoordinationViewPrefixes
XARC ArchitecturalCoordination XSTR StructuralCoordination XMEP MEPCoordination

A.2PhasePrefixes
DX DemolitionofExisting EX Existing Note:NewviewsshallbeCDviews.

A.33DViewPrefixes
3DISO 3DCAM 3DRDR ThreeDimensionalIsometric ThreeDimensionalCamera ThreeDimensionalRenderings

A.4GeneralPrefixes
OA EN DV OverallViews EnlargedViews(PartialViews) DependentViews

A.5PlanViewPrefixes
CD FN FP PC RCP SP ConstructionDocument FurniturePlans FinishPlans Power&CommunicationPlans ReflectedCeilingPlans SitePlans

A.6SectionViewPrefixes
BS WS DS DT BuildingSection WallSection DetailSection(ViewGenerating) Detail(DraftingViews)

A.7ElevationViewPrefixes
EE IE ExteriorElevation InteriorElevation

A.8ScheduleViewPrefixes
*Mgmt DataManagementSchedule

A.9StructuralViewPrefixes
FS FM FE RB Foundation&SlabPlans FramingPlans FramingElevations ReinforcingPlans

APPENDIXB
B.1SheetNumberDesignations
A00.01Discipline A00.01Type A00.01SubType A00.01Level(Plans),Sequence(Others) A00.01Sequence

B.1.1SheetTypes&SubTypes
A0s=FrontSheets,Site,Existing&Demo A00.Cover A01.GeneralNotes A02.ADA A03.Site&SiteDetails A04.Existing A05.Demo A1s=ArchitecturalPlans A11.FloorPlans A12.RCPs A13.FinishPlans A14.Power&Comm.Plans A15.FurniturePlans A2s=ArchitecturalElevations 21.ExteriorElevations 22.InteriorElevations A3s=ArchitecturalSections 31.BuildingSections 32.WallSections A4s=ArchitecturalEnlargedViews(Plan,Section,Elevation, etc.) Note:ForEnlargedViewsSheetsubtypesusesimilarbreak downasareinplans,etc. A5s=Details A51.TypicalDetails A52.FloorDetails A53.PartitionDetails A54.WallDetails A55.RoofDetails A56.OtherDetails A6s=Schedules&Diagrams A61.Door&WindowSchedules A62.RoomFinishSchedule A63.*UserDefined* A64.*UserDefined* Etc. A7s=*UserDefined* A8s=*UserDefined* A9s=Architectural3DSheets A91.Exterior3DSheets A92.Interior3DSheets RefertosectionB.2forsheetcartoonset.

B.2DocumentSetPrototypePreCartooned
A00.00 COVERSHEET A00.01 GENERALINFORMATION A00.02 GENERALNOTES A01.01 ADA A01.02 ADA A01.03 ADA A02.01 SITEPLAN A02.02 SITEDETAILS A03.01 FIRSTFLOOREXISTINGPLAN A04.01 FIRSTFLOORDEMOLITIONPLAN A11.10 FIRSTFLOOROVERALLPLAN A11.11 FIRSTFLOORPARTIALPLANQUADRANT1 A11.12 FIRSTFLOORPARTIALPLANQUADRANT2 A11.13 FIRSTFLOORPARTIALPLANQUADRANT3 A11.14 FIRSTFLOORPARTIALPLANQUADRANT4 A11.20 SECONDFLOOROVERALLPLAN A11.21 FLOORPARTIALPLANQUADRANT1 A11.22 FLOORPARTIALPLANQUADRANT2 A11.23 FLOORPARTIALPLANQUADRANT3 A11.24 FLOORPARTIALPLANQUADRANT4 A11.30 ROOFOVERALLPLAN A11.31 ROOFPARTIALPLANQUADRANT1 A11.32 ROOFPARTIALPLANQUADRANT2 A11.33 ROOFPARTIALPLANQUADRANT3 A11.34 ROOFPARTIALPLANQUADRANT4 A12.10 FIRSTFLOOROVERALLRCP A12.11 FIRSTFLOORPARTIALRCPQUADRANT1 A12.12 FIRSTFLOORPARTIALRCPQUADRANT2 A12.13 FIRSTFLOORPARTIALRCPQUADRANT3 A12.14 FIRSTFLOORPARTIALRCPQUADRANT4 A12.20 SECONDFLOOROVERALLRCP A12.11 SECONDFLOORPARTIALRCPQUADRANT1 A12.12 SECONDFLOORPARTIALRCPQUADRANT2 A12.13 SECONDFLOORPARTIALRCPQUADRANT3 A12.14 SECONDFLOORPARTIALRCPQUADRANT4 A13.10 FIRSTFLOOROVERALLFINISHPLAN A13.11 FIRSTFLOORPARTIALFINISHPLANQUADRANT1 A13.12 FIRSTFLOORPARTIALFINISHPLANQUADRANT2 A13.13 FIRSTFLOORPARTIALFINISHPLANQUADRANT3 A13.14 FIRSTFLOORPARTIALFINISHPLANQUADRANT4 A13.20 SECONDFLOOROVERALLFINISHPLAN A13.11 SECONDFLOORPARTIALFINISHPLANQUADRANT1 A13.12 SECONDFLOORPARTIALFINISHPLANQUADRANT2 A13.13 SECONDFLOORPARTIALFINISHPLANQUADRANT3

A13.14 SECONDFLOORPARTIALFINISHPLAN QUADRANT4 A21.01 EXTERIORELEVATIONS A21.02 EXTERIORELEVATIONS A22.01 INTERIORELEVATIONS A22.02 INTERIORELEVATIONS A31.01 BUILDINGSECTIONS A31.02 BUILDINGSECTIONS A32.01 WALLSECTIONS A32.02 WALLSECTIONS A41.11 ENLARGEDFIRSTFLOORSTAIR1PLAN A41.12 ENLARGEDFIRSTFLOORSTAIR2PLAN A41.21 ENLARGEDSECONDFLOORSTAIR1PLAN A41.22 ENLARGEDSECONDFLOORSTAIR2PLAN A42.31 ENLARGEDEXTERIORELEVATION A43.01 ENLARGEDSECONDFLOORPLAN A51.01 TYPICALDETAILS A52.01 FLOORDETAILS A53.01 PARTITIONDETAILS A54.01 WALLDETAILS A55.01 ROOFDETAILS A61.01 DOOR&WINDOWSCHEDULES A62.01 ROOMFINISHSCHEDULE A71.01 *USERDEFINED* A81.01 *USERDEFINED* A91.01 3DEXTERIORVIEWS A91.02 3DEXTERIORVIEWS A92.01 3DINTERIORVIEWS A92.02 3DINTERIORVIEWS