Revit Management Training
Contents
1. Best Practices for Creating Families Standard File Locations and Setup Family Content Folders Who has access e Creation e Modify the Family e Create new types Audit Process and Upgrades Audit Process Increasing your Standard Library Checking for e Usefulness e Parameters e File size save as Best Practices for Creating Families Training 1 Basic Family types 2 Advance basic creation updates 3 Expert formulas and trouble shooting Who can Create Families e BIM Manager Project Manager Senior Drafter e One v Many debate e The Family Person Issues W l L L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics e Categories e Subcategories big issue e The rabbit hole 2D 3D Toilette Setting up for Speed e Settings gt gt Options gt gt File Locations L W l L 2 P L AY Fall 2009 Revit Eg focused training 2010 Page 20 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 21 60 Session04 Resource Family Content Folders Topics 3 mandatory amp 2 optional Content Folders In House Content External Content U Optional Content Folders 3 Mandatory amp 2 Optional Content Folders Breaking this down into in house content and external content In House Content Any content Company Standard Content e Information o2. Revit Templates System Families e File Information e Include a Screen shot of files e Include a table with file names and families contained Loading Standard Families e Default e Company e Internet Process for bringing in CAD drawings e Always bring in from sub folder under Revit Import Link Dialog e suggest you take a screen capture of this dialog Always e Use link e Origin to Origin e Invert colors Sometimes e Scaling e Orient to view e Know what level you are placing at Detailing e One of Two ways The Good Process Using the Revit Model and Views W l L L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 10 60 Use Sections and Callouts of the Model Set Detail Level and Scale Finish up detail using Masking and Filled Regions Detail Components Detail Linework Text with leaders The Real Process Using Imported CAD Details Real Process Start with a Blank Drafting View Import CAD Drawings see Import link Dialog Finish up detail using Masking and Filled Regions Detail Components Detail Linework Text with leaders Placing the CAD Detail location Use Sections or Callouts Before placing the Section Callout In the Options Bar Check References another View Select the Drafting View Place the Section Callout appropriate to the detail Detail components Are Revit Families that are 2D
3. Lecture Topics Page 26 60 The Issues and Possibilities Sizes Two different Families v Two different types in one Family e Two different Families o W2P Titleblock E1 Cover Sheet o W2P Titleblock D Cover Sheet o Two files to manage and maintain less types in a given project e Two different types in One Family o W2P Titleblock E1 Size Cover Sheet o W2P Titleblock D Size Cover Sheet o One File to manage and maintain more Types in a given project Types e Type Parameters for Sheets o Title Cover Sheet o General Notes o Details and Schedules e Instance Parameters for o Grid lines o Revision Schedule o SEAL Creation Now here is where you don t like what have to say RECREATE EVERYTHING 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 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 The Loop from scratch e New Scratch Titleblock Family e Insert your CAD file e Explode or draw over e Copy and Paste into New W2P Titleblock Family e Insert into TEST Project to check e Repeat loop for all Titleblock Types and Information e Insert into project W IL L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harr
4. Number gt Revit Project Content e Example o R 2009 100101 Revit Project Content External Content e 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 Revit Default Content e Information o This is default content that is release specific Every new release all of the content gets updated to the current version of Revit o The more content you use from here the less content YOU will have to manage e Permissions Responsibility o This folder is READ ONLY o Nothing EVER gets saved here o The CAD Manager is responsible for all content e Location o DriveLetter Revit Building lt ReleaseVersion gt Content e Example o R Revit Building 2010 Content Optional Content Folders e 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 Downloaded Content Project specific D WILL2PLAY a Fall 2009 Revit Content Written by focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 23 60 e Information o If you want to keep your project
5. This content is COMPANY standard for all projects o Use Families from this folder when your project dictates o All Title Blocks and Annotation Families are stored here e Permissions Responsibility o This folder is READ ONLY o The CAD Manager is responsible for all content o ONLY approved content may be added to this Folder e Location o DriveLetter Revit Building lt ReleaseVersion gt COMPANY Content e Example o R Revit Building 2009 Rockstar Content Project Specific Content e Information o 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 o Please follow Family creation guidelines when creating these families o These Families DO NOT have to be perfect we may only have to use them once o If you need to pull a family from another project DON T W ILE 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 22 60 o Please advise the CAD Manager who will approve the content to be moved into the Company Standard Content Folder e Permissions Responsibility o You may create edit and save any content in this folder o You are responsible for any content you create here o At the end of project please advise CAD Manager of potential Company Standard Content o This will allow us to build improve our Company Standards e Location o R lt Project
6. e However have documented Examples of names prefixes numbers Layers e Becomes Categories for basic modeling views e Becomes linetypes for Drafting views Standard Color Table e Explain that this doesn t matter e When you are printing in black and white e Understand explain Gray scale equivalent e LOCATION FOR PRINT SETUPS e WHO IS IN CHARGE OF THEM Best Practices Project open and close Page 8 60 e Opening a Project opening all Views that were open when the project was saved e Window gt gt Close Inactive Windows e TIP The Open Close or Welcome Page Central File Local File Save before Standing e Save locally e Save to Central e Relinquish All Dimensions locations e Include picture e Keynotes Tips and Tricks e Create Similar CS e Select All Instances e Project Browser View Settings e Activate View on Sheets e View Templates e Family Creations Text Style Fonts amp Drawing Scale Factors L LA W l L 2 P y Fall 2009 Revit focused training 2010 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 9 60 e Scaling is irrelevant in Revit e All Model Categories scale based on the view settings e All Annotation is Scale independent How to s Loading System Families e Loading e FILE gt Transfer Project Standards e Bothe the Current and the Standard Content Project have to be open e Location e Server BIM Standards 2009
7. from the central file this will keep the local file error free e Please follow company standards on creating a new local file File location The Central File e The Revit Project will reside inside the Project folder e P year project project Name Dwgs Architectural Revit CentralFile e Example o P 2006 12806 Rockstar Dwgs Architectural Revit CentralFile Local File e The local file will reside on your C drive NOT your Desktop or My Documents e Create a Folder on the root of your C drive C Revit Projects e You may be working on multiple revit projects at the same time please created a sub folder for each project o C Revit Projects Project Name Project Name_ lt Yourlnitials gt e Example o C Revit Projects Rockstar File Naming Central File Name e All Central files will be saved with _CentralFile at the end of the file name e Example o Rockstar_CentralFile Local File Name e All local files will be saved with your Initials at the end of the file name e Example o Rockstar_WH W IL L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 19 60 Session04 Loaded Family Standards How do you standardize standard families We ll talk file location naming and best practices What about the upcoming move to 20092 Did you plan ahead Topics Standard File locations and setup Audit Process and Upgrades
8. of course you still have access to all possible parameters but you re only going to use the two mentioned Dimensional 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 e Adding Dimensional Parameters Steps e Dimension e Label e Add Parameter Naming Convention Visibility 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 Uses for Visibility e Architects Stamp SEAL e Title Sheet v General Notes v Drawing Sheets e ANDTHE BIG ONE TEXT and LABELS e Text and Labels unlike Linework cannot be moved parametrically Adding Visibility Parameters Steps e Create the Element e Edit it s Properties e Label the Visibility Parameter Using the Parameters e Family Type Dialog Box e Create New Types e Instance v Type Parameters e What should your SEAL be Best Practices There are both Use and Creation Best Practices USE 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 A number of companies use multiple sizes do you W IGE 2 P 1 AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training
9. you dont have a viable strategy you will be defeated by someone who does To Do List Action Items e Revit Standards Check List e Template Files e Project Templates e System Families and Settings Templates e Project Folders Updated to a BIM Paradigm e Project Families Folder e Talk to Subs about Revit e What Release are they own e Get on Subscription e Revit User Groups AUGI e Implement DWF for Revision Checks e Update Next year s Budget 1 user 10 000 e Software Cost e Training Cost e Opportunity Cost e Standardize Hardware Joe Duran W2P e Allows for Ghosting W ILE 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 54 60 Start In house Training Video s and Archives Snagit Camtasia Go To Meeting The Outline Managing turbulent times l 2 o N SS eS Se PV Mission Confront Brutal truth Ambiguity Order The Bus Jim Collins Post Action Briefing Monday morning quarterback Cassandra and Polina Speed Jack Welch Resilience getting back after being knocked down Risk Taking 10 Celebrate for a nanosecond The Meaning Mission Mission North Star unchanging Good Johnson and Johnson Tylenol Crisis of 1982 Our reason for being is the men women and children that use our products Johnson and Johnson mission statement Empower people through great software anytim
10. 9 Revit Management Training Lecture Topics Page 45 60 e Save project under sub folder e Accept all Primary Options e Purge all unused Data e no confusion Project work e Always work in the Project with all design options available e Our clients Never change their minds right e Easier to clean out data at the archive than to recreate tomorrow W l L L 2 P L AY Biv Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 46 60 Session 12 CD Standardization Revit from Box to Paper addressing the myth that you can t make Revit look like your CAD drawings Topics Object Styles Line Styles Workaround Tips How to Deal with Details Object Styles First let s break down what object styles are straight from the help file Object styles Help File 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 You can override project object styles on a view by view basis For more information see Visibility and Graphic Display in Project Views Topics in this section e Creating Object Style Subcategories e Modifying Object Styles e Deleting an ject Styl e Renaming an Object Styles What you need to know THEY ARE PROJECT BASED When say project based y
11. CentralFile Local File Name e All local files will be saved with your Initials at the end of the file name e Example o Rockstar_WH Worksets the how and why 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 will give you some guidelines to conceder while creating worksets for a project Red Pill Blue Pill Once you enable works sets you cannot go back 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 Necessary Worksets e User Created Shared levels and grids e Project Standards always have checked out e Views View Templates working v CD v Temporary e Families System v Standard Possible Worksets e Level Based e Building Based Shell amp Core e Project Area Based East West North South e Room Based Bathrooms Group e Job type Based e Other Help File Information W IL L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 17 60 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 set
12. Detail rft e This file will always have linked CAD files in it e ONLY linked CAD Files e Set the View scale and view name appropriately here Revit Project Details e File gt gt Insert from File gt gt Views Revit Detail rft e CAD files were Linked in Revit Detail rft e CAD files are Inserted in the inserted Drafting View e Explode WHAT i W IL L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics e See Step 2 Clean out superfluous Data ALL DATA Cleaning the CAD drawing e Superfluous Data e Layer Translator e W Block to be sure Side Note e Detail Component from CAD Drawings e W Block Copy amp Past into new Detail Component Family L W l L 2 P L AY Fall 2009 Revit EN focused training 2010 Page 35 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 36 60 Session09 Design Process and Workflow Topics Key points for SD Key points for PD Key points for DD Key points for CD Key points for EA EEEE Key points for Archiving and milestones Before we begin Data disconnect Create similar Select all instances Edit gt Past Aligned gt Select Levels views by Name 559 917 3146 Key points for SD Key points Don t waste time if the designer is not using Revit you are not using Revit Use masses for building the b
13. Revit Management Training Revit your CAD Standards 2 WILL2 PLAY focused training Lecture Topics Fall Series 2009 Autodesk Revit 2010 Revit Management Training Lecture Topics Page 2 60 Course Syllabus Revit your CAD Standards Key Software Revit Building 2010 Starting Fall 2009 Instructor William C Harris Session Time TH 1 00PM 2 00PM GMT 08 00 Pacific Time Webinar Link https www 1 gotomeeting com register 730235670 Email address Connect Will2Play com Date amp Day 0er15 Thsdoy 06 Managing System Families O22 i Thursday oB Detling O O O O W l L L 2 P L AY Big Content Written by Fall 2009 Revit _ focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 3 60 Course Objectives Over the 16 session class you will learn both the conceptual and practical process of standardizing all of the Revit product solutions Each session addresses key topics first conceptually then in the product followed by open discussion Each Sessions Major and Minor topics additional Class Resources are provided for some sessions Required Materials 1 Web Access 2 Audio Device with Mute Control 3 Autodesk Revit Building 2010 Missed Live Presentation Should you have an emergency and miss a Session you will have access to that Session until the end of the Series You are responsible for scheduling time to view the Archive review and unde
14. a group and Walls Clean up e Changing a Group to a Link e File size o Groups bigger file size than Links e GroupsEdit the Group Instance e Detail Group e Inserting the Group e Edit gt Past Aligned gt Select Levels by Name Key points for CD Key points e Switching Placeholders to final Objects e Choosing CAD v Revit Details often Both e Drafting Views Detail Components Drafting Lines e Tons of Family editing updating creation e Survive the project DEADLINE anyway possible Annotation your views e Tags dimensions text and key e Edit gt Past Aligned gt Select Views by Name Displaying Information about rooms Rooms in Section View e Tag Rooms e Additional information based on the room object e Room Height Tag Text e Large amounts of text e Use drafting views to control layout issues W k Ha Ar Fall 2009 Revit focused training 2010 Page 39 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics e Using schedules unused categories to create your own The keynoting issues e Keynotes file e Other ways to Families e Modeling parametric 3D Families Design Intent e Smart Workflow Nesting One Family into Another e Conditional Visibility Fine Medium Corse e Kinds of Families e Detail Line Based e Host Based Generic Model Key points for Archiving and milestones Printing archiving Saving the Central file 1 Create the Archive Loc
15. am C Harris Oct 09 Revit Management Training Lecture Topics Page 38 60 Imported Geometry Green Building Studio Key points for PD Key points Designers in other software use links and SAT IFC files Talk more Explain that the shell is all you need the guts are not important Wait for major envelope changes to be resolved before moving into Revit Check project standards folder locations printing for office compliance Project information page build o http irevit blogspot com 2008 05 tip openclose or welcome page html Form and Function Default content Revit Company Downloaded content Design Options amp Final Design Solution Never Accept Primary except Schedules YES You Can Key points for DD Key points Major building types walls floors roofs finalized Extensive use of Place Holders Managing expectations of design set looks different than CAD Levels and gridlines finalized o Application of view templates to all views on sheets Schedule Keys Uses Hardware Schedules Room Finish Schedules o Shared Parameters Shared Parameter Notes and Cautions Once Added it cant be changed GUID Global Unique Identifiers W LLE 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Groups v Links e Issues e Linked Walls do not clean up with Model Walls o Binding a link makes it
16. ation 2 Open with Detach from Central 3 Save the File in the Archive Location 4 Naming Project_Archived_Central_Date 5 DO NOT MOVE OR COPY THE ARCHIVED FILE Other Archiving thoughts e Purge the project e Accept Primary e Move linked files W l L 2 P l Y Fall 2009 Revit focused training 2010 Page 40 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 41 60 Session10 Phasing 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 session ends with a big bang how to make Revit make you more money Topics What is Phasing M Using Naming Convention Why Value Added What is Phasing Help File Many projects such as renovations proceed in phases each representing a distinct time period in the life of the project 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 Project Phases e As many as you need e Start Small and Grow e Combining Phas
17. ault Sheets i WILL2 PLAY Fall 2009 Revit focused training 2010 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics e File gt gt Insert from File gt gt Views Archiving e Project 50 CD e Purge Accept Primary e Export to DWG Same Print Range Inside the Project e Blank Sheets for Consultants parameters e View gt gt New gt gt Drawing List Other Cool tools e Batch Printing e Default Windows printer e All Caps e Fontor L W l L 2 P L AY Fall 2009 Revit EN focused training 2010 Page 50 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Session14 Changing Releases The title speaks for itself Topics Page 51 60 Installation issues Deployment location Moving your content Moving your project People issues Installation issues Check your media Install tips login AV and 3rd Party apps Installing times on XP_ v Vista Deployment v stand alone Don t forget to configure tools and content locations New to 08 09 and 10 license server option Deployment location Storage organization Log files troubleshooting Permissions to the install dir Modifying Moving don t do it Moving your content Revit Shipping Content Office Standard Family content Office System Family Content Other Family Content Title Blocks Materials Moving your proje
18. clean 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 e Permissions Responsibility o You may download and save any content in this folder o You are responsible for any content you create here o At the end of project please advise CAD Manager of potential Company Standard Content o This will allow us to build improve our Company Standards e Location o R lt Project Number gt Revit Project Content e Example o R 2008 100101 Revit Downloaded Content Downloaded Manufacture Content Project specific e Information o By keeping your manufacture content separate you have create some things o You know what manufacture you are pulling content down from o You create an Audit Process for their content o The next time a manufacture comes by to sell you their goods well Show them your content e Permissions Responsibility o You may download and save any content in this folder o You are responsible for any content you create here o At the End of project please advise CAD Manager of potential Company Standard Content o This will allow us to build improve our Company Standards e Location o R lt Project Number gt Revit Project Content e Example o R 2008 100101 Revit lt ManufactureName gt Content W IL L 2 P L AY Content Written by Fal
19. ct WILL2 PLAY focused training Fall 2009 Revit 2010 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Check with consultants Save a Backup Separate Revit 2009 Project Directory Testing and upgrading Error Messages Other Key Points New Tools New Training New Dimension Styles 2009 New Processes o Central Local File 2010 Online content People issues Who Pulls the Trigger Layout the Plan o Hardware o Software license o Viewer of the Model PM s When to Pull the Trigger Why People Cry D WILL2 PLAY focused training Fall 2009 Revit Bi 2010 Page 52 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 53 60 Session15 A BIM Manager Guide to Success Opening 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 Topics To Do List Action Items The Outline The Meaning story time to make it all eatable MM Resources to hold close while you Alvin Toffler If
20. cted e Always Name your Views appropriately Naming Convention Why Design Options 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 amp VG dialog boxes Views and Schedules 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 During PD DD Phase e where you are still deciding what option to go with e You will create Multiple Views one for each option or combination of option e You will print Multiple Options on one sheet for side by side comparison e Your view name will then have the specific option information on the sheet Forward thinking Many Companies already use their first project as their template for future projects Same with Design Options once you have Design Options Keep them e Never Never Never Accept Primary e Unless you are Archiving or sending Project out e You cannot Transfer Design Options Archiving File Save As reason for archive W ILE 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 0
21. e through any device Microsoft mission statement Bad Kodak ignored digital Camus not to choose is also to choose Bottom Line WILL2 PLAY 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 cannot change that for you however if you are willing to move forward with Revit NOW is the time to start 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 Content Written by focused training Fall 2009 Revit 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 55 60 Your Mission Statement for Revit though a Kaizen approach for implementation achieve a 100 Revit Based Project environment Confront Brutal truth e This is a 10X Event for our industry e What happens when you don t o Merrill Lynch Sub Prim Mortgage Why People CAN T e Psychology of it all e don t need to change e I m making Enough e don t have the resources to change e What happens if fail e Real or an anomaly e THIS IS AS BIG AS CAD wa
22. e Filters e Linear process e Naming helps e The Bits and Pieces Graphic Overrides e Set them once Transfer e File gt gt Transfer Project Settings gt gt Phase Settings e Filters and Overrides only Using W ILE 2 PL AY ER Content Written by focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 42 60 Elements e Each object is built at some point in time e You can Demolish an Element e If build and Demolished in the same Phase Temporary Object Views e Views are Phases specific e Controlled in View Properties e Phases What Time is this view looking at e Phase Filters How do you want to see the present and past Naming Convention Why 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 Value Added 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 This is a sellable package e Schedule of Materials e Costs per phase e 3D Models e 3D Walkthroughs e Animated Buildup Navisworks W IL L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 43 60 Session11 Design Options You know it know you know de
23. e Topics Page 30 60 Session07 Project Templates 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 Value by the end of this session 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 whats default in your project compared to what will be used in CD s Topics Check list for Project Templates Template Location Content Reason Other Check List for Project Templates Include Graphical Standards Content e Titleblocks e Default PD SD content e Wall Types drawn in FP with Labels Views e Project Browser View Types e Schedules e Legends e Level Naming View Template Default e View Template for Exporting e Filters e Other Exclude e Details e DD CD Content e Titleblocks e Other y WILL2 PLAY Content Written by focused training Fall 2009 Revit 2010 William C Harris Oct 09 Revit Management Training Lecture Topics e Project Speed and Size e The Revit Design Process e Place Holders e Milestone Based Content Template Location Content Reason e Server BIM Standards Revit Templates Project Templat
24. ecncesepystcereiitnsenesenaseuaguanteaewnisantashoremayunsvem iors ccueaeaaTae 13 Project Templates miesie cs ec eed EEE O E A T E E ete 13 View TemplaieS ct cabo cessscshenstatcssba ndash tror O Ea oiin E aR EE INER EA Eia ESENE RNE 13 OPON apone eee e TEE E E E E EEE E EEE EEE 13 eao Cata E E E E E E E 13 Import expoit Seling Sessies iris aa A EEE ER RE E A REEERE 14 Families and tamily Ti acetate PS tu ual tual rhea A E REE EE i ie EREE 14 Shared PPCM TSS cis cipiccsheniean eisenii eriein raien eas i EE ERARE EE EEA EE ARASA iwanibaebvansedaasiensadiyvensabniebaete 14 Work Sels en sie capture mate scene rete ese emote apeuce Gece rete eet p aed EAE an tea redamne ate tnened econo 14 PES SEU SC UNA S ereenn irae EE EEEE 14 Session03 Central files Local Files acrnasarnnacicciensieneimannnarmean ean nen ria 15 Naming and file locations a pacsaecsssaiesacceanixancanveaurenniadwnenuivdasearinghungunedinceounr dcocanhibautavntiwhenmntiavantnismnenvndins 15 CAA olanin PAOA A A 16 Worksets the how and WON sas chbnared i sSidiabaidoi a re e a aaa 16 Management 1S SINGS 85 se viscwscstai esa ccennnadannnseriun EEEE EEA AA ena once EE Naaa 17 New Project Setup Revi actu erases ienai ToT nene EE EE NEARER EEE EEEE EEEE 17 OVENI ENV iei aeren eE EEEE ENEE AE EEE Tern etme EEA ENE ATEN EAEE a E TERENE 17 FISON O Mirene e E REE E E iss E E EEE E I E E E IE E 18 Fil NOMIN os caster E E E E EE EE E E E eee E E 18 Session04 Loaded Family Standards s so
25. edececnave cnn vasscn can eedo esas ce sdeuchenus dana vandosaceb andeuepbebengntiangarasmatersd 46 MTG ESES reer ea A E AEA A EAE A E AEE E E EAE EE AES 46 Line SMES ieor E E IE EE EEE I E E E E I E E E E 46 Workaround 7 TID Sisrenasran ann n E EE N E A NENA ENNS 48 How to Deal with Details ssssssesssssssssssessessessrsstessessttssrssttssesstessesstessessttsesstessessetssesseessenseessesstts 48 Session13 Printing Archiving seesssesseesssssesssssseeesssseeessseeeesssseeesssseeeessseeesssseeesssseeesssseeesseseeesssseeee 49 The Project Browser Sheets eae ed hice E EE agen 49 The Prnt I erareto E EER termes E ERA EE EEEREN 49 Manado i Al sea ae E ETE E E EE E ETE E E E EE E EEE 49 Oiber Cool tools srisnitnei teers ede E A E S E EEEE E E RE 50 Diy SSI Ea A SS era ao n EE EE RE E E E E R 5l Deployment locatio Mssonrsirgvarrurre neser nnne rE E TE UREE EEE ENE ETET ENE SETER TENE RONS 51 Moving UIE Conteh sser reir aes aio n n a e AE EEEE EIEE AEE RIA VE EEEE E EE E aE 51 Moving your Proje chsrdsneoi oine iaaea Eee e E EO a EEE EEO EEEE EEn 51 Other Key Pontsian R E A A E E 52 Peoples SUES nan eaa i RER EAE A ca EEA EIE AEE ane sh tan EAE EARE 52 Session15 A BIM Manager Guide to SUCCESS cccssscccessssccecsssseeeesesssseseceeeseneeeeessaeeeesseesnseeeeeses 53 ToDo Diet Achom MIS veo sesssernredeg sencreoees ten OE EE OE E E EE E 53 THE OUNEN E E E E E E E E E E EE 54 CA S e E E E tre mnee ere re nee eer eee 54 RESOUNCES esc te
26. erning customers e Internet Competitors Distribution Demographics e 77M baby boomers inherit 10 T 300M US 6 3 B Earth Meritocracy William Perez Wrigley Antonio Perez Kodak Carlos Guti rrez Kellog Books e From The Battlefield to the Board Room Chip Parker e Good to Great Jim Collins e The Art of War Sun Tzu WILL2 PLAY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 58 60 Audio files e Earl Nightingale The Strangest Secrete audio file only e Here is a link to the file this is the only free recording can find of the speech There are actually two speakers Earl and someone else 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 e Background on the speech and speaker e http www markvictorhansen com strangest_secret php W l L L 2 P L AY Biv Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 59 60 A poem to explain the amount of work ahead Stopping in the Woods Frost Whose woods these are think know His house is in the village though He will not see me stopping here To watch his woods fill up with snow My little horse must think it queer To stop without a farmhouse near Between the woods and frozen lake The darkest evening of the year He gives his
27. es e What about System and Standard Families e Sub Folder under Project Templates Other Other Disciplines Import Export Templates Quick Conversion between Design Phases W l L 2 P L y Fall 2009 Revit EN focused training 2010 Page 31 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 32 60 Session08 Detailing Topics Detail Overview M Detail Concepts Tools and Process Y Long term Management Detail Overview In Revit there are three ways to detail your building e Create Details for scratch in Revit The Wrong Way e Importing details that have already been drawn The Real Way e Creating the detail from the model and embellishing it using 2D detailing tools The Right Way Detail Concepts Creating drafting Views It isnt feasible to model every construction detail in 3D Revit 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 Importing or linking CAD formats The data you import or link into your model can be view specific Linking v Importing Linking e Linking creates a live connection to a file e If you link a file any changes made in the original file will be apparent in the Revit file Importing e Import inserts the data into the project e Allows you to explode the file and modify the objects direc
28. ese in future BMSS sessions How to Deal with Details 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 W IL L 2 P L AY Biv Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Session13 Printing Archiving Page 49 60 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 Topics the project browser sheets the print dialog box managing it all The Project Browser Sheets Using Sheets e Drag and Drop Views e View Sheet Project Information e WYSISYG Sorting sheets e Default Parameters e Custom Parameters e Folder v Filter The Print Dialog Box e Printers Windows System Printers e Settings Printing Defaults e Save Saves Print Range Print Sets e Views Sheets e Save Save As e Naming Convention Managing It All Outside the Project e Revit Standards Print Defaults rvt e File gt gt Transfer Project Standards e Revit Standards Def
29. esessesesoesesseesersessereseeeseressccrescssasserssereseseeseesesesssoreessesese 19 Standard Fil Locations and SEHD sau cds Piacdvavedoscvia vieandayeibannss esseaanieanea EEEN EEE AN E EVEEN 19 Audit Process and Upgrades sisssierrnosnerien iaee a aE EE E EAEE a a aitai 19 Best Practices Tor Creating Familie Sesser eae e aea EEr E REE RERE RA Ere aati 19 Session04 Resource Family Content Folders cccsssccccssssnccecessseeceesssecesessseeeeeessseeeeeesssneeeseeses 21 D WILL2 PLAY focused training Fall 2009 Revit Biv 2010 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 5 60 3 Mandatory amp 2 Optional Content Folders cassis vois couiievasrvew ers coinroisicastesiacoivesistovudetvavsvninisetevestsativectn 21 WSUS Wi step sheap te cercce ide ach EEE ENE out stayed nies vos NEE ieee ieee 21 External Content cc pc sya as syste Sep oa aps E INEEN EEEE EENE EINEN OYEN toes 22 Ophional Content Fold rS astien EEA E E EEEE AA EE E E E OE 22 SessionOd Tile Bloehks 5 cciccracirecovssueeddveyswasascensedcaussdink anrea teisi riino krs E ese E KENE EE ENEE AREE KEES iaa 24 Labels and Text and Lines sesiisresesesieinessieisan innana etsea nani i A RSE AESA AES ERARAS 24 R v MUE BIOCK S ee eae EE EN AE AREE EAA AEE ANAA E AE AANE 24 Paramete Sasaran E AEEA EE EEE ENE 24 BeSt PrachicE Sorrera E E EE E E 25 Credal oneens eus Er E E E EE E E E E AEE E E 26 Session06 Managing System Fariilie
30. g new Subcategories in that families Category When you insert that family into a project you now have more Subcategories the project Importing CAD files THE BIG ONE There are two ways to looking at this The oh that s horrible way and the sweet just what wanted way You will have to know your CAD Detail Library status to choose one of the two ways Useable text and verbiage 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 CAREFUL CAREFUL CAREFUL You have to know what is inserted when you explode CAD files e Line Styles e Line Patterns e Fill Patterns e Materials e Text Types W ILL 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 48 60 Workaround Tips e Template Project files no not Project Template Files Template files that are project based e There are two KINDS of Family s in Revit e Standard doors windows exc these can be loaded at any time e System Walls Line Styles text types exc these should be Template Projects e These two things are going to create issues Files management issues we will address th
31. harness bells a shake To ask if there s some mistake The only other sound s the sweep Of easy wind and downy flake The woods are lovely dark and deep W IL L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 60 60 Session16 Series Question amp Answer W l L L 2 P L AY Biv Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09
32. is Oct 09 Revit Management Training Lecture Topics Dealing with Issues Text and Labels e Match as best a possible but use real Sizes e 1 4 e 3 8 e Text and Labels each have their own types it doubles the work e Copy and Paste for duplicate text and labels Line Types e Color may or may not matter e Redraw your CAD Linework using Pick e If you explode you may get pieces of Linework e Uses trim extend TR for cleanup Apply Visibility e All at once or one object at a time Printing e All elements must fall within the boundary of the size 2010 focused training gt L IN W l L 2 P l AY Fall 2009 Revit Page 27 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 28 60 Session06 Managing System Families Families You got those Now let s talk about System Families View Templates and other key template information you need to address 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 Topics Yes they are different than Standard Families File location Content Reason Using Standard Families amp the Audit Process Yes they are different than Standard Families Differences e Standard Families loaded into a project e S
33. ixar Risk Taking e GE Financial 1930 e Foryou Key Financing o Software o Training o TT your Sales Rep Celebrate Success is the progressive realization of a worthy ideal Earl Nightingale Atter the victory tighten your helmet cord Bushido Japan Resources Strategic planning model blueprint 6 steps elements Mission e North Star unchanging o Johnson and Johnson Tylenol Crisis of 1982 o Wal Mart Sam Walton Died 1992 He Saw the vision of where Wal Mart would be today Satellite Snap Shot W l L L 2 P L AY Content Written by focused training Fall 2009 Revit 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 57 60 e Current operating environment detailed way SW PEST Future scan e What will tomorrow s opt environment will look like OT CCS PETC Strategic initiative e lt 10 words o One reason to achieve the mission o 3words 1 sentence o Long term Mission critical Heavily Resourced Action plan HW 4 Performance target e Test the effectiveness of strategies e Review just how well they are working quarterly Required resources e Labor Capital Time 10 X Events Hedgehog e Boeing Cessna Embracer specialization Oil e 100 B was 30 3yAgo US 80 MBD Big box e Power shift from manufacturers to retailers To fight sell direct buy other brands open their own stores Sarbanes Oxley e CEO BOARD Sign financial data Response to Enron and WorldCom Disc
34. l 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 24 60 Session05 Title Blocks 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 Topics Labels and Text and Lines why are these all together Parameters Best Practices M AutoCAD to Revit Drawing Problems W Scale text labels attributed blocks bat Sizes M CAD line work v Revit Line Styles Dynamic Title Blocks Labels and Text and Lines Key Points Naming Convention for EVERYTHING Line Types Text Label Type Family NEVER USE AutoCAD based TITLE BLOCKS Revit Title Blocks This will cover the concepts of Labels Text and Lines you use in Revit s Title Blocks Naming convention for Text Labels Line Types Family Types Text ex W2P Arial 1 8 1 10 Labels ex W2P Arial B 1 4 Company Name Text Name Bold Size Width Factor Line types ex Title Block Thin Controlled Created with OBJECT STYLES Reason Export to AutoCAD Line types and Weight Family Types Design Phase Sheet Type Parameters D WILL2 PLAY Content Written by focused training Fall 2009 Revit 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 25 60 There are only two kinds of parameters in Revit Title Blocks Dimensional and Visibility Yes
35. le e The Local File The Central File The Central file is the Holy Grail Users never ever open move edit or touch it Local File This is the file that users will open and work on everyday At times users will have to recreate the local file from the central file this will keep the local file error free You will want to set up a company standard for creation of a local file Topics Naming and file locations WM Worksets the how and why Management issues New Project Setup Naming and file locations File location The Central File e The Revit Project will reside inside the Project folder o P year project project Name Dwg Architectural Revit CentralFile e Example o P 2006 12806 Rockstar Dwg Architectural Revit CentralFile Local File e The local file will reside on your C drive NOT your Desktop or My Documents e Create a Folder on the root of your C drive C Revit Projects e You may be working on multiple Revit projects at the same time please created a sub folder for each project o C Revit Projects Project Name Project Name_ lt Yourlnitials gt e Example W ILE 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 16 60 o C Revit Projects Rockstar File Naming Central File Name e All Central files will be saved with _CentralFile at the end of the file name e Example o Rockstar_
36. mbinations Importing CAD Details l 2 3 4 Copy the CAD file to a subdirectory of you project Project00102 CAD Details Delete all superfluous data in the CAD file before importing Annotate the detail in Revit using text W l L L 2 P L AY Content Written by Fall 2009 Revit 2010 William C Harris Oct 09 focused training Revit Management Training Lecture Topics Page 34 60 If a CAD drawing has a series of details in it then 1 Break the CAD drawing up into multiple drawings 2 W Block 3 Insert the individual files into Revit 4 Never Explode the CAD File in Revit Adding Information to your details Adding detail components e Some elements are going to be used in multiple views make them detail components e File gt load from library gt Load Family e You can use Detail Components at every scale e What do you use to edit Detail Components Finishing the Detail e Detail Tools e Generic Tags material e Think about nesting e Naming Scales Detail number on sheets Long term Management Revit CAD Detail Standardization process overview 4 COPY details from your CAD detail library to BIM Standards Details CAD Details Import or Project CAD Details folders Clean out superfluous data ALL DATA Change CAD layers names to Thin Lines exc NH On Link Revit CAD Detail drawing into Revit Details rft project 8 Annotate the detail in Revit using text and data Revit
37. ou need to understand that this creates management issues e How do you create them e How do you maintain them e Where are they the project save This also brings your network and your BIM Standard Files into question e Do you have multiple servers hosting your Company Standard files please say no e Do you want to hold all your system families in one file or break them down e How to you Use Protect Audit these Project files Line Styles W ILE 2 PL AY BM Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 47 60 Well this is so close to AutoCAD that it should be a review for you however as with all things there are gotchas Let s knock one thing off the table right now Do not mess with line weights e What is the point Is it 1 worth your emotional effort 2 worth your time money Issues e Creation e Inserting Families yes this is a problem e Importing CAD files The BIG ONE Creation Inserting Into Projects e No one should know but you e AND apply a naming convention to your line styles so you know you created them e Inserting File gt gt Load into Projects o Run this from your LineStyles rvt Project o This may get you more than you bargained for Inserting Families yes this is a problem and a solution When creating families if you create new Object Styles for Lines or Symbolic lines you are creatin
38. representations of 3D objects Use these in Drafting Detail Views of the model to convey specific Design Intent Loading FILE gt Load from Library gt gt Load Family Location Revit Standard Content gt Detail Components Placing Drafting Design Bar gt gt Detail Component Multi category tag This is up to you This is a Tag that can reference parameters common to all families W IL L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics e Quick Demo Detail Library e Location folder name o Server Revit_Standards Revit Details o Instruction Documentation o Revit Details rfa o CAD Details e Who can update it Plotting Revit e Plotting Standards Project location o Contains plot settings for all printers a d print types e View Sheet Sets o Reasons for using o Saving Exporting to CAD PDF e Uses Same View Sheet Sets e Archiving Saving location 2010 W l L 2 P L y Fall 2009 Revit EN focused training Page 11 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Project Development PD DD CD Primary Design Key Points e Minimal custom content Place Holders e Almost no new families e Shell and Core e Design Intent e Form and Function e Schedules and Costs can be generated e Project Information flushed out Design Development e Flu
39. res ee veers ev acne E ven a E E A ev sade mand eee pada meeererEGE 56 10 FE IAS iso si cent ire eo sau aed E E gaia nua rata E pio eau a N EE 57 Session lS Series Question amp Answer ssscescic coven onsancnascgexsusndcodersencevaateviwcctauserieiiabesisvesedabsiacsdensideveass 60 WILL2 PLAY Biv Content Written by focused training Fall 2009 Revit 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 7 60 Session01 BIM User Manual Topics INTRODUCTION amp CAD STANDARDS CONCEPT BEST PRACTICES HOW TO S DETAIL LIBRARY PLOTTING ACKNOWLEDGEMENT FORM EO a E Ea E E Introduction amp CAD Standards Concept e Who e What e When e Why the big one My thoughts If they don t understand your position your reasons and the value to their own working environment they will not follow your standards KISS Path of least Resistance Best Practices CAD v Revit Job Numbers Project Folders amp Project Setup All these are the same however you will want to specific who sets up the new project e Key points e Folder location Structure e Project Template e Title Blocks e Loading e Using e Local File Central File issue File Naming AND Sheet Numbering e Now Sheet and Sheet number naming W IL L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics e suggest building these into the project template
40. rstand the material Questions specific to the Session should be emailed to the instructor in a timely manner GreenBoard The course syllabus important course announcements Presentation Outlines Briefing Notes Instruction Manuals or Additional Session Resources will be made available via GreenBoard Please contact the Instructor as soon as possible if you cannot access the website or if you have any technical difficulties W IL L 2 P L AY Biv Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Table of Contents Lecture Topics Page 4 60 Session BIM User Manu icsscassinnmarniarinosmainieinsisoneiniiannonennntindietinmeieineniaimaatte 7 Introduction 6 CAD Standards Concept sussies iea ia EEEE EE EE EEE EEE 7 EEIN KE LEE S A cect elena E E E E 7 Best MN areata cece E AEE A EN EAEE AE AEE na peta oceans EE A EEE EAA 8 POWO Sac aatredencrarcsencrumenensaslasccnsyaaxinacnigs enevaalrctunstagswnaaapegsa asa aun E E E EE E E EE The Real Process Using Imported CAD Details a caiscnesoseactechentateensnenncapavaeniesaneteverninteernieaienneae 10 DIE MEE ore 1o ZA E S A E 11 Plotino esr E E EA E ere a ener ere rete rr re ry RA 11 Project Development PO DD CD zienean e E EREE S EEA EER 12 Acknowledgement Form cai s cenascssccacststincenetatineanacisacauateiendquatatiacanitasioncaqicisdasnenestadqnatsautaneaanianamsenenumaonataen 12 Session02 Revit User Ue ones s
41. s Andy Grove only the paranoid survive Ambiguity Order Andy Grove you need a high tolerance for ambiguity but must strive to order that which is around you e Managing Expectations e Changes Work Flow Design Process Standards e Michelangelo s David o This is a big hunk of Marble o This will not come easy o It will not be linear How do you eat an elephant The Bus Jim Collins e The right people on the bus the wrong people off the bus and everyone in the right seats e first ask who not what e PS Read listen to his book Good to Great e Jack Welsh 600 knows firsthand people e 60 of his time on people working on people relations HR Post Action Briefing Monday morning quarterback e What worked what didn t and WHY e Suggested Time Interval W ILE 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 56 60 e Post Training event e Weekly project prints e Monthly Progress Reports e Entire Project Cassandra and Polina the Fall of Troy e P outgoing trusting never doubts bring it in e C skeptical trusts no one people are failed leave it out e You must be P in the ultimate outcome u need the C to get there Speed e Speed exhilarates and energizes Jack Welsh e Test fast fail fast adjust fast e Ready fire aim Resilience getting back after being knocked down e Steve jobs e Apple e P
42. s sccisccciccesseecateascedncdenicsnsdedadnwncenhansncndeensasatnacsnniasecosoxaoxeseeasanss 28 Yes they are different than Standard Families wicisatarsesrcinnacdaiiorcehnnismeubanlandebaxenasahsadeiiehastamachantnaread 28 File location Content PEAS OI paaaiscctgecesracanatatenseinvasondnorisinnenemesiersaciasnemcapintanntn entomaaniaemaniainadontien 28 Using Standard Families amp the Audit Process cxscccaantnoncatasendsnnasncesnsaavadsnatsaresnteanedenninactanaasantadye 29 Uparading 10 TO aeci lestcectechecie tr EEE ETENEE E ESEA E EEA E SANS 29 Session07 Project Templates neeesssseessssseeesssseeesssseeesssoeeesssseeesssseeesssseeessssresessseresssseeesssseeesssseeee 30 Check List for Project Templates siiciisasccsrturetonniannndsvedaiersdosdvivniessvevsiasentvs eaneenelesaty nieandersieasmienares 30 Template Location Content RESO iiassciveiesavcnssacsiossvasssavadauneansshanedyndns Stouniusncasninrayeunibvonyniussiers 31 OIE a A E E E E A E E EES 31 SessionOG Detailing case ci seeace se seuwiees scvedaencededdpnecacs en aE Ee ENEE EEEE KEE EEES EAEE EE 32 Delai l OVErVIEW eeaeee AE AN A AEE A A E AAEE EEE N E EAA AE 32 Derdi CONCIS aeaaee ema E EER AAA AAE EAA A E AANA EAA AE AR AER 32 TOOS ANA PrO CESS rest secre e EE E E E EE N IE E E EEE E I E E EE 33 Long term PCMAG SIMO vance srscssncyownscreseareieiarmantavenee EE EEEE N E E EEANN E 34 Session09 Design Process and Workflow succieneienceixtenceienarnussimmenrcmnan
43. shing out the Model e Cleaning major construction components o Wall and Floor Roof Joins e Moving Placeholders to Final Components e Project Browser showing Views not on a Sheet e Sheet layouts built Construction Document e Use of Drafting tab for View Specific Content e Use of Lines for 3D Linework e Lots of Sections and Callouts e Drafting Views Created where necessary e Importing Revit Details e Project Browser showing Views on a Sheet e Use of Activate View for White Space Management Acknowledgement Form e BIM Standards Acknowledgement Form o Team member signature o BIM Manager Signature 2010 L LA W l L 2 P s Fall 2009 Revit focused training Page 12 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 13 60 Session02 Revit User Guide Topics PROJECT TEMPLATES VIEW TEMPLATES OPTIONS RENDERING IMPORT EXPORT SETTINGS FAMILIES AND FAMILY TYPES SHARED PARAMETERS WORKSETS PROJECT SETTINGS BHEHHBHHEERBE EGE Project Templates File location Template Types Settings within them Project Unit View Templates System Family Separate Project Location Office BIM Standards Revit Templates System Families Best Practices each view has a Default View Template I m wondering about naming the folder System Families Options General Saving interval User Information Journal File Clean
44. sign options but While working with a firm in San Diego 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 Topics What are design Options Naming Convention Why During PD DD Phase Forward thinking Project work What are Design Options Design Options 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 Option Concept Master Project for Options e Commercial e Shell and Core Levels e Lobbies e Floor layout e Rentable Area Layouts Residential Track Homes Overarching e Floor Plan Layouts o 2bed 1 bath o 3bed1 bath Specific e Garages Level Layouts e Kitchen Design L LA W l L 2 P y Fall 2009 Revit focused training 2010 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 44 60 e Bathroom Layouts Views Schedules Under the VG and VP dialogs you can select the option that is seen in the view Oh and this is also true for Schedules The key points here e Always leave your Sheet Views to Automatic e Automatic will display whichever option is Primary e 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 sele
45. ting up worksets you should consider the following e Project size e Worksets and templates e Team size e Team member roles e Default Worksets visibility Management issues The Central File e Folder Permissions e Who creates these e Who modifies these e Backups always backed up Local File e C Revit Projects Rockstar Detach From Central Worksets e Worksets are crap e They don t control the location of the objects created e don t have to be in the Worksets to edit it e Worksets are great e The Open Option 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 The Gray Inactive setting New Project Setup Revit Overview e There are two project file types for Revit o The Central File W IL L 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 18 60 o The Local File The Central File e The Central file is the Holy Grail never ever open it or move it or edit or touch it Local File e This is the file that you will open and work on everyday e At times you will have to recreate the local file
46. tly in Revit Linking CAD formats e File gt gt Import Link gt gt e File gt gt Manage Links e Reload unload import and remove W ILE 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 33 60 Tools and Process In Revit there are three ways to detail your building Create Details for scratch in Revit The Wrong Way Importing details that have already been drawn The Real Way Creating the detail from the model and embellishing it using 2D detailing tools The Right Wa y Detail Tools Detail Groups Collections of 2D Graphics Detail Component Parametric 2D families Created in a Family Editor Regions Filled Region 2D hatch and solid fill shapes Masking Region Whiteout Invisible line style Other Line Styles Repeating Detail Takes a Detail Component and arrays it along a straight line Combines Standard Family Detail Component with System Family Repeated Detail Custom line types using repeating details You can use the detail component tool to create custom line type Miscellaneous line tools Insulation Symbolic Representation for Batt insulation Show Hidden Lines Shows hidden lines for recognizing obscured elements and representing the portion that is hidden with dashed lines Show hidden lines applies to 2D and 3D elements in all possible co
47. tnrnianemenasiomnnaeer 36 Key points for SD rures Paap ciaase abiicdesasuetaed ansesiaczadyunduiaosnstuteasivadinnlecauPusnneidbeniniauitavneddheolneiesannvideen aad 36 Key points tor RD teasers e e faa edna O saps uae pb natn nda O R 38 Key pointsfor DD onrar an cl a a a aaa a a pee Ea a R 38 Key points tor CD opiriseira eiere eaei iea E EEEE E SERES Eie AE EEEO EE AEEA EEEE 39 Key points for Archiving and MmilestOnes cc ssccsseccsistecasstoresaresasasacssanesanadsncsasessnecunetunecanracactanes 40 SessionlO Phasing so emiresnesacrienn i a a TE aeai EE a Eas 41 Whatis TF IGT SUING spac tease sistas cpa tbc E EE EEEE EEEE E ECNE EE EERE 41 MU SN eeen seach try e E E E E E E E EE E EE E nears 41 WS PAO E E E E E E EE 42 Session Design OPM ONS viesssciecscesisusnncvannetarcancenssenaelabnancccsanahdedanudhdacisvasusnsucibenieusiiiedeardedionmuciiees 43 WILL2PLAY Content Written by focused training Fall 2009 Revit 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Page 6 60 What are Desig Wc Ifa cl seamen ater ene arte ntene a NEEE EEEE AEREE EEE 43 Fa EN aac ee eset vce scp coe r ieee es noe tecnica ensue eee EEEE cia eee eee 44 D ring PID DD Phas sacs scenes cteucecesqupinaysiinineceiawsnciclnanednnuninayidionwsncvntnuncueGnusedvidtel EE a eE 44 Forward thinkihg sessies irinari E REE E AR R REE EAE 44 Project WOTK ca ew ted ether lhl huh ai ecu h A EEE A sled A E E RE 45 Sessionl2 CD Standardization ae da iees c
48. uilding then major changes happen update the mass REMAKE the elements Keep it as cartoon as possible manages client expectations Almost nothing custom give them as much as they need no more think data disconnect loss of time work Sustainable isnt going away Incorporate a sustainable approach from project inception Track recycled materials and other sustainable strategies using schedules Based on element properties Any view regardless of type Always synchronized Non type specific Multi Category W ILE 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics e Area gross e Area rentable e Other Schedules VIEW gt gt NEW gt gt SCHEDULE e Material takeoff e View List e Drawing list e Note block e Keynote legend MASSES Other Tools e Floor Area Faces e Floor by Face e Wall by Face e Roof by Face e Curtain System by Face REMAKE Feasibility tools with masses e Area calculations FAR LCR e Multi Family TAG e Room Tags e Area Plans e Area Tags o Gross Area o Rentable Area e Sun studies project north v True north e Mass based cost estimating Site Data e Scale Problems e Orientation e Shared coordinates e Shared Positioning Revit Help file Other SD Points e Design Options L A IN W l L 2 P l Y Fall 2009 Revit focused training 2010 Page 37 60 Content Written by Willi
49. up File Locations Rendering D WILL2 PLAY SteeringWheels ViewCube Content Written by focused training Fall 2009 Revit 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Import export Settings Don t change export to CAD IFC Import Export settings Families and family types System Family Separate Project Location Office BIM Standards Templates Settings Standard Families Location Office BIM Standards Office Content division Naming W2P Be aware of Schedule names Shared Parameters Danger Check Read understand them Location Office BIM Standards Shared Parameter files Group appropriately Once created can t be modified Some need to be added to Project Parameters Worksets The hardest of all to understand Best Practices Don t open Sets not in use Editable v useable Naming issues Management of worksets User Name Local File Location server Project Project Standards_ADMIN Don t relinquish Project Settings Pre work for project Advancing the CD will set object styles 3 projects to finalize See excel file D WILL2 PLAY focused training Fall 2009 Revit 2010 Page 14 60 Content Written by William C Harris Oct 09 Revit Management Training Lecture Topics Page 15 60 Session03 Central files Local Files New vocabulary new ideas new ways to work e There are two project file types for Revit e The Central Fi
50. ystem Families created in a project e System Families part of Template Files e Edit New Duplicate File location Content reason File location e Server BIM Standards Revit Templates System Families e Protected e Update process Possible Project Names e Wall Standards W2P rvt e Object Styles Standards W2P rvt e Roofs Floors Standards rvt e View Templates Standards rvt e Annotation Standards rvt e What about materials Reason behind it all e Separation for easy management e Audit process W ILE 2 P L AY Content Written by Fall 2009 Revit focused training 2010 William C Harris Oct 09 Revit Management Training Lecture Topics Material Types Using Standard Families amp the Audit Process Tools Transfer Project Standards Copy and Past Setting Loc Lines and using Create Similar Audit Process Walls Layer function Material Thickness Identity Data Upgrading to 10 All projects should be copied to a 09 folder Why What about Central Files Open the original in 10 Save to 10 folder structure Double check the function Time Time Time Standard Families If you created them update them with the same process If default 09 content leave alone If default 10 content use in 10 projects Note Autodesk s Web Library D WILL2 PLAY re focused training Fall 2009 Revit 2010 Page 29 60 Content Written by William C Harris Oct 09 Revit Management Training Lectur
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