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Revit Manager Training



02 Revit Manager Manual

04 Standard Family Standards

06 Managing System Families

08 Detailing

10 Phasing

12 Give me My CD’s

14 Moving from 2009 – 2009

16 Q&A

$100+/B was $30 3yAgo, US 80 MBD

\\Server\BIM Standards\Revit Templates\ Project Templates

\\Server\BIM Standards\Revit Templates\System Families

\\Server\Revit_Standards\Revit Details

\CAD Details

\Revit Standards\Default Sheets

\Revit Standards\Print Defaults.rvt

“Activate View” on Sheets

“After the victory, tighten your helmet cord.” Bushido (Japan)

“Binding” a link makes it a group and Walls Clean up

“Celebrate for a nanosecond“

“Empower people through great software, anytime, through any device.” –Microsoft mission statement

“Our reason for being is the men, women, and children, that use our products”- Johnson and Johnson mission statement

“Redraw” your CAD Linework using “Pick”

“Revit your CAD Standards”

“Save before Standing”

“Shared Positioning” – Revit Help file

“Success is the progressive realization of a worthy ideal” Earl Nightingale

“Tools and Process”

“When opening a shared project, you can select which worksets to open. When you open only selected worksets and leave others closed, program performance improves. Because Revit Architecture does not display closed worksets, less time is required for common operations such as opening files, opening new views, redrawing the screen, and snapping.” ~ Help File

< 10 words

1 01 Revit User Manual

1 Tutorial 01 BIM User Manual

1 Tutorial 01 BIM User Manual 7

  1. Basic – Family types
  2. Copy the CAD file to a subdirectory of you project
  3. Create the Archive Location
  4. Never Explode the CAD File in Revit
  5. worth your emotional effort

1.1 Introduction & CAD Standards Concept

1.1 Introduction & CAD Standards Concept 7

1.1.1 Think like your Users

1.2 Best Practices

1.2 Best Practices 7

1.2.1 CAD v. Revit Job Numbers, Project Folders & Project Setup File Naming AND Sheet Numbering Layers Standard Color Table

1.3 Best Practices

1.3 Best Practices 8

1.3.1 Project open and close Central File / Local File

1.3.2 Dimensions locations

1.3.3 Tips and Tricks

1.3.4 Text Style, Fonts & Drawing Scale Factors

1.4 How-to’s

1.4 How-to’s 9

1.4.1 Loading System Families

1.4.2 Loading Standard Families

1.4.3 Process for bringing in CAD drawings Import/Link Dialog Always Sometimes

1.4.4 Detailing

1.4.5 The Good Process – Using the Revit Model and Views

1.5 The Real Process – Using Imported CAD Details

1.5 The Real Process – Using Imported CAD Details 10

1.5.1 Real Process - Start with a Blank Drafting View

1.5.2 Detail components

1.5.3 Multi-category tag

1.6 Detail Library

1.6 Detail Library 10

1.7 Plotting

1.7 Plotting 11

1.7.1 Revit

1.7.2 Exporting to CAD / PDF

1.8 Project Development - PD –DD – CD

1.8 Project Development - PD –DD – CD 12

1.8.1 Primary Design Key Points

1.8.2 Design Development

1.8.3 Construction Document

1.9 Acknowledgement Form

1.9 Acknowledgement Form 12

10 Tutorial 10 Phasing

10 Tutorial 10 Phasing 40

10.1 What is Phasing

10.1 What is Phasing 40

10.1.1 Project Phases

10.1.2 Phase Filters

10.1.3 Graphic Overrides

10.1.4 Transfer

10.2 Using

10.2 Using 40

10.2.1 Elements


10.2.3 Naming Convention – Why

10.3 Value Added

10.3 Value Added 41

11 Tutorial 11 Design Options

11 Tutorial 11 Design Options 42

11.1 What are Design Options

11.1 What are Design Options 42

11.1.1 Design Options

11.1.2 Option Concept Master Project for Options Levels

11.1.3 Residential / Track Homes Overarching Specific Level Layouts

11.1.4 Views / Schedules

11.1.5 The key points here

11.1.6 Naming Convention - Why

11.2 Design Options

11.2 Design Options 43

11.2.1 Views and Schedules

11.3 During PD/ DD Phase

11.3 During PD/ DD Phase 43

11.4 Forward thinking

11.4 Forward thinking 43

11.4.1 Archiving File Save As – “reason for archive”

11.5 Project work

11.5 Project work 44

12 Tutorial 12 Give me My CD’s

12 Tutorial 12 Give me My CD’s 45

12.1 Object Styles

12.1 Object Styles 45

12.2 Line Styles

12.2 Line Styles 45

12.2.1 Issues Creation / Inserting Into Projects Inserting Families (yes this is a problem and a solution) Importing CAD files!!!!! (THE BIG ONE!) Useable text and verbiage

12.3 Workaround / Tips

12.3 Workaround / Tips 46

12.4 How to Deal with Details

12.4 How to Deal with Details 47

13 Tutorial 13 Printing Archiving

13 Tutorial 13 Printing Archiving 48

13.1 The Project Browser – Sheets

13.1 The Project Browser – Sheets 48

13.1.1 Using Sheets

13.1.2 Sorting sheets

13.2 The Print Dialog Box

13.2 The Print Dialog Box 48

13.2.1 Print Range (Print Sets)

13.3 Managing It All

13.3 Managing It All 48

13.3.1 Outside the Project Archiving:

13.3.2 Inside the Project

13.4 Other Cool tools

13.4 Other Cool tools 49

14 Tutorial 14 Moving from 2009 – 2010

14 Tutorial 14 Moving from 2009 – 2010 50

14.1 Installation issues

14.1 Installation issues 50

14.2 Deployment location

14.2 Deployment location 50

14.3 Moving your content

14.3 Moving your content 50

14.4 Moving your project

14.4 Moving your project 50

14.5 Other Key Points

14.5 Other Key Points 51

15 Tutorial 15 A BIM Manager Guide to Success

15 Tutorial 15 A BIM Manager Guide to Success 52

15.1 To Do List / Action Items

15.1 To Do List / Action Items 52

15.2 The Outline

15.2 The Outline 53

15.2.1 Managing turbulent times

15.3 The Meaning

15.3 The Meaning 53

15.3.1 Mission: Mission = North Star (unchanging) Good: Johnson and Johnson Tylenol Crisis of 1982 Bad: Kodak ignored digital Bottom Line:

15.3.10 Risk Taking

15.3.11 Celebrate!

15.3.2 Confront Brutal truth

15.3.3 Why People CAN’T

15.3.4 Ambiguity/ Order

15.3.5 The Bus: Jim Collins

15.3.6 Post Action Briefing: “Monday morning quarterback”

15.3.7 Cassandra and Polina ~ the "Fall of Troy"

15.3.8 Speed

15.3.9 Resilience: getting back after being knocked down

15.4 Resources

15.4 Resources 55

15.4.1 Strategic planning model (blueprint)6 steps (elements) Mission Satellite Snap Shot Future scan Strategic initiative Performance target Require Required resources

15.5 10 X Events

15.5 10 X Events 56

15.5.1 Hedgehog

15.5.2 Oil

15.5.3 Big box:

15.5.4 Sarbanes Oxley

15.5.5 Discerning customers

15.5.6 Demographics

15.5.7 Meritocracy

15.6 Books

15.6 Books 56

15.6.1 Audio files

16 Tutorial 16 Series Question & Answer

16 Tutorial 16 Series Question & Answer 58

2 03 Central files / Local Files

2 Tutorial 02 All the Pieces of the Puzzle

2 Tutorial 02 All the Pieces of the Puzzle 13

  1. Advance – basic creation / updates
  2. Project00102\CAD Details
  3. worth your time/money

2.1 Project Templates 13

2.1.1 Description:

2.1.2 Introduction:

2.10 Project Settings

2.2 Project Templates

2.2 View Templates 13

2.3 Options 13

2.3 View Templates

2.4 Options

2.4 Rendering 13

2.5 Import/export Settings 13

2.5 Rendering

2.6 Families and family types 14

2.6 Import/export Settings

2.7 Families and family types

2.7 Shared Parameters 14

2.8 Shared Parameters

2.8 Worksets 14

2.9 Project Settings 14

2.9 Worksets

3 05 Title Blocks

3 Tutorial 03 Central files / Local Files

3 Tutorial 03 Central files / Local Files 15

  1. Delete all superfluous data in the CAD file before importing
  2. Expert – formulas and trouble shooting

3.1 What are Central Files and Local Files

3.1 What are Central Files and Local Files 15

3.1.1 New vocabulary, new ideas, new ways to work.

3.1.2 The Central File

3.1.3 Local File

3.2 Naming and file locations

3.2 Naming and file locations 15

3.2.1 File location The Central File Local File

3.3 File Naming

3.3 File Naming 16

3.3.1 Central File Name

3.3.2 Local File Name

3.4 Worksets, the how and why

3.4 Worksets, the how and why 16

3.4.1 Red Pill, Blue Pill

3.4.2 Necessary Worksets:

3.4.3 Possible Worksets:

3.4.4 Help File Information

3.5 Management issues

3.5 Management issues 17

3.5.1 The Central File

3.5.2 Local File

3.5.3 Detach From Central

3.5.4 Worksets The “Gray Inactive” setting

3.6 New Project Setup Revit

3.6 New Project Setup Revit 17

3.7 Overview

3.7 Overview 17 The Central File Local File

3.8 File location

3.8 File location 18

3.8.1 The Central File

3.8.2 Local File

3.9 File Naming

3.9 File Naming 18

3.9.1 Central File Name

3.9.2 Local File Name

3D Models

3D Walkthroughs

3words + 1 sentence

4 07 Project Templates

4 Tutorial 04 Family Standards

4 Tutorial 04 Family Standards 19

  1. Annotate the detail in Revit using text

4.1 Standard File Locations and Setup 19 Revit standard templates, How to manage Revit File Namaning Convention; all these BIM Managers questions are addressed.

4.2 Audit Process and Upgrades 19

4.2 Standard File Locations and Setup

4.2.1 Family Content Folders Who has access

4.3 Audit Process and Upgrades

4.3 Best Practices for Creating Families 19

4.3.1 Audit Process – Increasing your Standard Library Checking for

4.4 Best Practices for Creating Families

4.4 Family Content Folders 20

4.4.1 Training

4.4.2 Who can Create Families

4.4.3 Issues

4.4.4 2D – 3D Toilette Setting up for Speed

4.5 Family Content Folders

4.5.1 3 Mandatory & 2 Optional Content Folders In-House Content Company Standard Content

4.5.2 Project Specific Content Information Permissions / Responsibility Location Example:

4.5.3 External Content

4.5.4 Revit Default Content: Information Permissions / Responsibility Location Example:

4.5.5 Optional Content Folders

4.5.6 Downloaded Content - Project specific Information Permissions / Responsibility Location Example:

4.5.7 Downloaded Manufacture Content - Project specific Information Permissions / Responsibility Location Example:

5 09 Design Process and Workflow

5 Tutorial 05 Title Blocks

5 Tutorial 05 Title Blocks 23

5.1 Labels and Text and Lines

5.1 Labels and Text and Lines 23

5.1.1 Key Points:

5.2 Revit Title Blocks

5.2 Revit Title Blocks 23

5.2.1 Naming convention for: Text, Labels, Line Types, Family Types

5.3 Parameters

5.3 Parameters 23

5.3.1 Dimensional

5.3.2 Visibility Uses for Visibility Adding Visibility Parameters Steps

5.3.3 Using the Parameters

5.4 Best Practices

5.4 Best Practices 24

5.4.1 USE

5.4.2 The Issues and Possibilities Sizes Types

5.5 Creation

5.5 Creation 25

5.5.1 The Loop from scratch

5.5.2 Dealing with Issues Text and Labels Line Types Apply Visibility Printing


6 11 Design Options

6 Tutorial 06 Managing “System Families”

6 Tutorial 06 Managing “System Families” 27

6.1 Yes they are different than “Standard Families”

6.1 Yes they are different than “Standard Families” 27

6.1.1 Differences

6.2 File location / Content / reason

6.2 File location / Content / reason 27

6.2.1 File location

6.2.2 Possible Project Names

6.2.3 Reason behind it all

6.3 Using Standard Families & the “Audit Process”

6.3 Using Standard Families & the “Audit Process” 27

6.3.1 Tools

6.3.2 Audit Process

6.4 Upgrading to 10

6.4 Upgrading to 10 28

60% of his time on people working on people relations = HR

7 13 Printing Archiving

7 Tutorial 07 Project Templates

7 Tutorial 07 Project Templates 29

7.1 Check List for Project Templates

7.1 Check List for Project Templates 29

7.1.1 Include Content Views

7.1.2 Exclude

7.1.3 Why

7.2 Template Location / Content / Reason

7.2 Template Location / Content / Reason 30

7.3 Other

7.3 Other 30

77 M baby boomers, inherit $10 T 300 M - US 6.3 B - Earth

8 15 A BIM Manager Guide to Success

8 Tutorial 08 – Detailing

8 Tutorial 08 – Detailing 31

8.1 Detail Overview

8.1 Detail Overview 31

8.2 Detail Concepts

8.2 Detail Concepts 31

8.2.1 Creating drafting Views

8.2.2 Importing or linking CAD formats

8.2.3 Linking v. Importing Linking Importing

8.2.4 Linking CAD formats

8.3 “Tools and Process”

8.3 “Tools and Process” 31

8.3.1 Detail Tools Detail Groups Detail Component Regions Repeating Detail Custom line types using repeating details Miscellaneous line tools Insulation Show Hidden Lines

8.3.2 Importing CAD Details

8.3.3 Adding Information to your details Adding detail components Finishing the Detail

8.4 Long-term Management

8.4 Long-term Management 33

8.4.1 Revit – CAD Detail Standardization process overview

8.4.2 Revit Detail.rft

8.4.3 Revit Project Details

8.4.4 Cleaning the CAD drawing

8.4.5 Side Note

9 Tutorial 09 Design Process and Workflow

9 Tutorial 09 Design Process and Workflow 35

9.1 Before we begin

9.1 Before we begin 35

9.2 Key points for SD

9.2 Key points for SD 35

9.2.1 Key points

9.2.2 Sustainable isn’t going away

9.2.3 MASSES Other Tools Feasibility tools with masses

9.2.4 Site Data

9.2.5 Other SD Points

9.3 Key points for PD

9.3 Key points for PD 36

9.3.1 Key points

9.3.2 Form and Function

9.4 Key points for DD

9.4 Key points for DD 37

9.4.1 Key points

9.4.2 Schedule Keys

9.4.3 Groups v. Links

9.5 Key points for CD

9.5 Key points for CD 38

9.5.1 Key points

9.5.2 Annotation your views

9.5.3 Displaying Information about rooms

9.5.4 Rooms in Section View

9.5.5 Text

9.5.6 The keynoting issues

9.5.7 Families

9.6 Key points for Archiving and milestones

9.6 Key points for Archiving and milestones 39

9.6.1 Printing = archiving

9.6.2 Saving the Central file

9.6.3 Other Archiving thoughts

A number of companies use multiple sizes, do you?

A poem to explain the amount of work ahead

Accept all Primary Options

Accept Primary


Add Parameter (Naming Convention)

Adding Dimensional Parameters Steps

Additional information based on the room object

Advancing the CD will set object styles

All Annotation is Scale independent

All at once, or one object at a time

All Caps

All Central files will be saved with _CentralFile at the end of the file name.

All elements must fall within the boundary of the size

All local files will be saved with your Initials at the end of the file name.

All Model Categories scale based on the view settings

All projects should be copied to a 09 folder

All these are the same / however; you will want to specific who sets up the new project

All Title Blocks and Annotation Families are stored here

Allows for Ghosting

Allows you to explode the file and modify the objects directly in Revit

Almost no new families

Almost nothing custom give them as much as they need; no more

Alvin Toffler: “If you don’t have a viable strategy, you will be defeated by someone who does.”

Always bring in from sub folder under Revit.

Always leave your Sheet Views to “Automatic”

Always Name your Views appropriately

Always synchronized

Always work in the Project with all design options available.

Ambiguity/ Order

AND apply a naming convention to your line styles so you know you created them

And miles to go before I sleep,

And miles to go before I sleep.


Andy Grove "only the paranoid survive"

Andy Grove" you need a high tolerance for ambiguity but must strive to order that which is around you."

Animated “Buildup” – Navisworks

Annotate the detail in Revit using text and data

Annotation Standards.rvt

Any Family content Created by your company

Any view regardless of type

Any View that is Option “Specific” should be named with that in mind. Think about, your view names will only matter when they are printed on sheet. The only views on a CD Set will be the views set to primary.


Application of view templates to all “views on sheets”

Architect’s Stamp (SEAL)

Archiving / Saving location

Are Revit Families that are 2D representations of 3D objects? Use these in Drafting / Detail Views of the model to convey specific Design Intent.

Area calculations – FAR , LCR

Area gross

Area Plans

Area rentable

Area Tags

As many as you need

At the end of project, please advise CAD Manager of potential Company Standard Content

At times, users will have to recreate the local file from the central file; this will keep the local file error free.

At times, you will have to recreate the local file from the central file; this will keep the local file error free.

Audio Device with Mute Control

Audit process

Audit Process and Upgrades

AutoCAD to Revit Drawing Problems

Autodesk Revit Building 2009

Automatic will display whichever option is “Primary”

Background on the speech and speaker

Backups – always backed up!

Based on element properties

Batch Printing

Bathroom Layouts

Be aware of Schedule names….

Be aware of these possible content locations it’s up to you as the BIM manager to decide how you would like to handles them.

Becomes Categories for basic modeling views

Becomes linetypes for Drafting views

bed 1 ½ bath

bed 1 bath

Before placing the Section / Callout


Best Practices – Don’t open Sets not in use

Best Practices = each view has a “Default View Template”

Best Practices for Creating Families

Between the woods and frozen lake

BIM Manager Signature

BIM Manager, Project Manager, Senior Drafter

BIM Standards - Acknowledgement Form

Blank Sheets for Consultants (parameters)

Boeing, Cessna, Embracer -specialization

Bothe the Current and the Standard Content Project have to be open!

Break the CAD drawing up into multiple drawings

Breaking this down into in-house content and external content

Building Based – Shell & Core

But I have promises to keep,

By keeping your manufacture content separate you have create some things.

C = skeptical / trusts no one / people are failed / leave it out

C:\Revit Projects\Project Name\Project Name_<YourInitials>

C:\Revit Projects\Rockstar \

C:\Revit Projects\Rockstar\

CAD files are “Inserted” in the inserted Drafting View

CAD files were “Linked” in Revit Detail.rft

CAD line work v. Revit Line Styles


Camus “not to choose is also to choose”


Cassandra and Polina


CEO / BOARD Sign financial data. Response to Enron and WorldCom

Change CAD layers names to “Thin Lines” exc.

Changes Work Flow / Design Process / Standards

Changing a Group to a Link

Check list for Project Templates

Check project standards / folder locations / printing for office compliance

Check with consultants

Check your media

Choosing CAD v. Revit Details (often Both)

Class Dates and Topics

Clean out superfluous data – ALL DATA

Cleaning major construction components

Collections of 2D Graphics

Color may or may not matter

Combines Standard Family “Detail Component” with System Family “Repeated Detail”




Company Name – Text Name – Bold – Size – Width Factor

Conditional Visibility – Fine , Medium, Corse

Confront Brutal truth

Contains plot settings for all printers a`d print types

Controlled in View Properties

Controlled/Created with OBJECT STYLES

Copy and Past

Copy and Paste for duplicate text and labels

Copy and Paste into New “W2P Titleblock” Family

COPY details from your CAD detail library to “BIM Standards\Details\CAD Details – Import” or “Project\CAD Details” folders.

Costs per phase

Course Objectives:

Course Syllabus: Spring Series 2013: Autodesk® Revit® 2010

Create a Folder on the root of your C: drive, “C:\Revit Projects”

Create Details for scratch in Revit “The Wrong Way”

Create new types

Create similar

Create Similar (CS)

Create the Element

Created in a Family Editor

Creating Object Style Subcategories

Creating the detail from the model and embellishing it using 2D detailing tools “The Right Way”


Current operating environment (detailed way) SW/PEST

Curtain System by Face

Custom Parameters

Danger! Check/ Read/ understand them

Data disconnect!!!

DD/CD Content

Decisions you make when using worksharing and setting up worksets can have long-lasting effects on the project team. AutoCAD users will recognize some of these implications from setting up xref structures for projects. In general, when setting up worksets, you should consider the following:


Default content

Default Parameters

Default PD/SD content

Default Windows printer

Default Worksets visibility

Deleting an Object Styles

Depending on your firm’s project types you may need multiple templates. In the days of yore, the CAD days, we saw template files as, typical floor or ceiling or detail drawing templates. Now, with Revit, we must see not the sheet that determines the template but the project type.

Deployment location

Deployment v. stand alone

Design Intent

Design Options

Design Options & Final Design Solution

Design options provide a way to develop alternative designs in a project, whether to adapt to changes in project scope, to review other designs, or to show different options to a client.

Design Phase?

Designers in other software = use links and SAT/IFC files

Detail / Line Based

Detail Component from CAD Drawings?

Detail Components

Detail Concepts

Detail Group


Detail Linework

Detail Overview

Detail Tools


Details and Schedules



Do you have multiple servers hosting your Company Standard files – please say no!

Do you want to hold all your system families in one file or break them down?

Don’t be confused – if a Option is “Primary” and you set that Option to be displayed in a view, that view will always display the Option you selected!

Don’t change export to CAD

Don’t forget to configure(tools and content locations)

Don’t relinquish

Don’t use your CAD Details Library, I’m not saying don’t use the DWG’s that are there! Under your Revit Project Folder, create a “CAD Details” Folder. Then, LINK in the CAD details as DWG. This will allow you to, modify the CAD detail’s layer standard and then, Explode the Detail. Again, be aware of what happens when you explode the DWG file.

Don’t waste time; if the designer is not using Revit; you are not using Revit!

Double check the function

Download Training Content:

Downloaded content

Drafting Design Bar >> Detail Component

Drafting Views / Detail Components / Drafting Lines

Drafting Views are used for detail drawings or importing details or creating legends, maps, text or any of a variety of things necessary for a construction documentation set.

Drafting Views Created where necessary

Drag and Drop Views

Drawing list

DriveLetter:\Revit Building <ReleaseVersion>\ COMPANY Content

DriveLetter:\Revit Building <ReleaseVersion>\Content

During PD/ DD Phase

During the development of a project you will have to create some custom families this is the location for all content created for the project

Dynamic Title Blocks

Each object is built at some point in time

Earl Nightingale –The Strangest Secrete (audio file only)

Easier to clean out data at the archive than to recreate tomorrow

Edit it’s Properties

Edit/New – Duplicate

Edit>Past Aligned> Select Levels by Name

Edit>Past Aligned> Select Levels/ views by Name

Edit>Past Aligned> Select Views by Name

Editable v. useable

Email address: This email address is being protected from spambots. You need JavaScript enabled to view it.

Entire Project

Error Messages


Exclude from Instance

Explain that this doesn’t matter

Explode – WHAT?

Explode or draw over

Export to DWG (Same Print Range)

Extensive use of “Place Holders”

Families – System v. Standard


Families… You got those. Now let’s talk about System Families, View Templates, and other key template information you need to address.

Family Creations

Family Type Dialog Box

Family Types

File >> Transfer Project Settings >> Phase Settings

File Information

File location

File location / Content / Reason

File Locations

File size

File size (save as)

File> load from library> Load Family

File>> Import/Link >> …..

File>> Manage Links

File>>Insert from File>>Views

File>>Insert from File>>Views . . . Revit Detail.rft

File>>Transfer Project Standards

FILE>Load from Library>>Load Family

FILE>Transfer Project Standards

Fill Patterns

Filled Region - 2D hatch and solid fill shapes

Nothing EVER gets saved here

Now here is where you don’t like what I have to say: “RECREATE EVERYTHING!” I know you just spent a ton of time making your CAD Titleblock look great and you can use it as a reference; however, you still want to recreate it all in Revit. DO NOT EXPLODE!

Now Sheet and Sheet number naming

Object Styles

Object Styles Standards - W2P.rvt

Of easy wind and downy flake.

Office “Standard Family” content

Office “System Family” Content

Office Hours Link:

Office Hours: Friday 1:00 pm - 2:00 pm (PST)

Oh, and this is also true for Schedules!

Once Added it can’t be changed

Once created, can’t be modified

Once you enable works sets you cannot go back.

One File to manage and maintain more Types in a given project

One of Two ways

One reason = to achieve the mission

One v. Many debate

Online content

ONLY approved content may be added to this Folder

ONLY linked CAD Files

Open the original in 10

Open with “Detach from Central”

Opening a Project = opening all Views that were open when the project was saved

Opportunity Cost


Orient to view


Origin to Origin


Other Disciplines

Other Family Content

Other Line Styles

Other Schedules VIEW>>NEW>>SCHEDULE

Other ways to


Our clients Never change their minds right!

Over the 16 Tutorial class you will learn both the conceptual and practical process of standardizing all of the Revit product solutions. Each Tutorial addresses key topics first conceptually, then in the product, followed by open discussion. Each Tutorial s Major and Minor topics additional Class Resources are provided for some Tutorial s.

P = outgoing / trusting / never doubts / bring it in

P:\2006\12806 Rockstar\Dwg\Architectural\Revit\CentralFile

P:\2006\12806 Rockstar\Dwgs\Architectural\Revit\CentralFile

P:\year\project# project Name\Dwg\ Architectural\Revit\CentralFile

P:\year\project# project Name\Dwgs\ Architectural\Revit\CentralFile


Parametric 2D families

Permissions / Responsibility

Permissions to the install dir

Phase Filters – How do you want to see the present and past

Phases - What “Time” is this view looking at

Phasing is critical for TI projects. This will review how to setup phases in your project and project template. Then show a quick demo on how to apply phases both to objects and to views. The Tutorial ends with a big bang “how to make Revit make you more money.”


Place Holders

Place the Section /Callout appropriate to the detail


Placing the CAD Detail location

Please advise the CAD Manager, who will approve the content to be moved into the Company Standard Content Folder

Please follow company standards on creating a new local file

Please follow Family creation guidelines when creating these families.


Plotting Standards Project location

Post Action Briefing : “Monday morning quarterback”

Post Training event

Power shift from manufacturers to retailers. To fight: sell direct, buy other brands open their own stores.

Pre-work for project

Printers = Windows System Printers

Project Area Based – East, West, North, South

Project Browser showing “Views not on a Sheet”

Project Browser showing “Views on a Sheet”

Project Browser View Settings

Project Browser View Types

Project Families Folder

Project Folders Updated to a BIM Paradigm

Project Information flushed out

Project information page build


Project size

Project Speed and Size

Project Standards – always have checked out

Project Template


Project work


Projects to finalize


PS: Read / listen to his book ~ Good to Great

Psychology of it all

Purge all unused Data

Purge the project

Purge/Accept Primary

Quick Conversion between Design Phases

Quick Demo…..

R:\2008\100101\ Revit <ManufactureName> Content

R:\2008\100101\ Revit Downloaded Content

R:\2009\100101\ Revit Project Content

R:\Revit Building 2009\Rockstar Content

R:\Revit Building 2010\Content

R:<Project Number>\ Revit Project Content

Ready, fire, aim

Real or an anomaly

Reason: Export to AutoCAD Line types and Weight

Reasons for using

Relinquish All

Reload, unload, import, and remove


Renaming an Object Styles


Rentable Area

Rentable Area Layouts

Repeat loop for all Titleblock Types and Information.

Required Materials:

Resilience : getting back after being knocked down

Resources to hold close while you

Restore to Instance

Review just how well they are working (quarterly)

Revision Schedule?

Revit + Company

Revit Architecture tracks the phase in which views or components are created or demolished, and lets you apply phase-specific filters to views so that you can define how the project appears during various stages of work. You can also use phase filters to control the flow of building model information into views and schedules. This allows you to create phase-specific project documentation, complete with schedules

Revit Details.rfa

Revit from Box to Paper; addressing the myth that you can’t make Revit look like your CAD drawings.

Revit Management Training

Revit Shipping Content

Revit Standard Content> Detail Components

Revit Standards Check List

Revit User Groups (AUGI)

Revit will not be a part of your mission statement. It should be a Strategic initiative “Implement Revit Building/Structure/Systems” on your company’s Strategic Plan (see resources). Each Strategic initiative will have its own Strategic Plan and the Mission statement on that plan should be something like the following:

Risk Taking



Roof by Face

Roofs + Floors Standards.rvt

Room Based – Bathrooms = Group?

Room Finish Schedules

Room Height Tag

Room Tags

Run this from your “LineStyles.rvt” Project

Save /Save As!

Save /Saves!

Save a Backup

Save locally

Save project under sub folder

Save the File in the Archive Location

Save to 10 folder structure

Save to Central


Saving interval

Scale – Problems?

Scale, text, labels (attributed blocks bat) Sizes


Scaling is irrelevant in Revit.

Schedule of Materials


Schedules - YES You Can

Schedules and Costs can be generated


See excel file

See Step “2. Clean out superfluous Data – ALL DATA”

Select All Instances

Select the Drafting View

Separate Revit 2009 Project Directory?

Separation for easy management

Server\BIM Standards\2009\Revit Templates\System Families

Set Detail Level and Scale

Set the View scale and view name appropriately here

Set them once!

Setting Loc Lines and using Create Similar

Settings (Printing Defaults)

Settings within them – Project Unit

Settings>>Options>>File Locations

Shared coordinates

Shared Parameter Notes and Cautions


Sheet layouts built

Sheet Type?

Shell and Core

Should you have an emergency and miss a Tutorial you will have access to that Tutorial until the end of the Series. You are responsible for scheduling time to view the Archive, review and understand the material. Questions specific to the Tutorial should be emailed to the instructor in a timely manner.

Show hidden lines applies to 2D and 3D elements in all possible combinations

Shows “hidden lines” for recognizing obscured elements and representing the portion that is hidden with dashed lines.

Smart Workflow: Nesting One Family into Another



Software Cost

Some elements are going to be used in multiple views, make them detail components

Some need to be added to “Project Parameters”

Speed ( Jack Welch)

Speed exhilarates and energizes (Jack Welsh)

Spring Series 2013 : Autodesk® Revit® 2010

Standard - doors, windows exc: these can be loaded at any time

Standard Families

Standard Families = loaded into a project

Standard File locations and setup

Standardize Hardware (Joe Duran – W2P)

Start In-house Training Video’s and Archives

Start Small, and Grow!


Steve jobs.

Stopping in the Woods - Frost

Storage organization

Sub Folder under Project Templates

Subcategories (big issue)

Suggested Time Interval

Sun studies – project north / v. True north

Superfluous Data?

Survive the project DEADLINE anyway possible

Switching “Placeholders” to final Objects

Symbolic Representation for Batt insulation

System - Walls, Line Styles, text types exc: these should be Template Projects

System Families = created in a project

System Families = part of “Template Files”

System Families and Settings Templates

System Family – Separate Project


Table of Contents

Tag Rooms

Tags, dimensions, text and key

Takes a “Detail Component” and arrays it along a straight line

Talk more! Explain that the shell is all you need, the “guts” are not important

Talk to Subs about Revit

Team member roles

Team member signature

Team size

Template Files

Template Location / Content / Reason

Template Project files… no, not Project Template Files… Template files that are project based.

Template Types

Test fast, fail fast, adjust fast

Test the effectiveness of strategies

Testing and upgrading

Text – ex: W2P-Arial-1/8-1.10

Text and Labels each have their own types: it doubles the work

Text and Labels, unlike Linework, cannot be moved parametrically.

Text Types

Text with leaders

The “Family Person”

The “Open” Option

The “rabbit hole”

The Art of War - Sun Tzu

The Bits and Pieces

The Bus : Jim Collins

The CAD Manager is responsible for all content

The Central File

The Central file is the Holy Grail, never ever open it or move it or edit or touch it!

The Central file is the Holy Grail; Users never ever open, move, edit or touch it!

The course syllabus, important course announcements, Presentation Outlines, Briefing Notes, Instruction Manuals, or Additional Tutorial Resources, will be made available via Download Training Content. Please contact the Instructor as soon as possible if you cannot access the website or if you have any technical difficulties.

The darkest evening of the year.

The data you import or link into your model can be view specific.

The hardest of all to understand

The Local File

The local file will reside on your C: drive. NOT your Desktop or “My Documents!”

The Meaning, story time to make it all eatable

The more content you use from here the less content YOU will have to manage!

The next time a manufacture comes by to sell you their goods, well. Show them your content.

The Object Styles command specifies line weights, line colors, line patterns, and materials for different categories and subcategories of model objects, annotation objects, and imported objects in a project.

The only other sound's the sweep

The Outline

the print dialog box

the project browser - sheets

The Revit Design Process

The Revit Project will reside inside the Project folder

The right people on the bus, the wrong people off the bus and everyone in the right seats!

The title speaks for itself

The woods are lovely, dark and deep,

There are both Use and Creation Best Practices.

There are only two “kinds” of parameters in Revit Title Blocks: Dimensional and Visibility. Yes, of course you still have access to all possible parameters, but you’re only going to use the two I mentioned.

There are two KINDS of Family’s in Revit:

There are two project file types for Revit

There are two ways to looking at this. The “oh that’s horrible” way and the “sweet, just what I wanted” way. You will have to know your CAD Detail Library status to choose one of the two ways.

These Families DO NOT have to be perfect; we may only have to use them once.

These two things are going to create issues. Files management issues, we will address these in future BMSS Tutorial s.

They don’t control the location of the objects created


Think about nesting

think data disconnect = loss of time/work/$$$

This also brings your network and your BIM Standard Files into question

This content is COMPANY standard for all projects

This file will always have linked CAD files in it.

This folder is READ ONLY

This is a 10X Event for our industry

This is a big hunk of Marble

This is a sellable package.

This is a Tag that can reference parameters common to all families


This is default content that is release specific. Every new release all of the content gets updated to the current version of Revit

This is the file that users will open and work on everyday

This is the file that you will open and work on everyday

This is up to you.

This may get you more than you bargained for

This parameter allows you to turn on and off objects. Think about your SEAL. You want to have it turned off for all of your plotting during DD and CD phase. Then at 100% CD, you will turn on your SEAL.

This will allow us to build/improve our Company Standards

This will cover the concepts of Labels, Text and Lines you use in Revit’s Title Blocks

This will not come easy

Time, Time. Time!

TIP: The Open/Close or Welcome Page

Title Blocks

Title Sheet v. General Notes v. Drawing Sheets

Title/Cover Sheet


To ask if there's some mistake.

To Do List / Action Items

To stop without a farmhouse near

To watch his woods fill up with snow.

Tons of Family editing / updating / creation


Topics in this section

Track recycled materials and other sustainable strategies using schedules


Training Cost

Transfer Project Standards

TT your Sales Rep.

Tutorial Time: M-W 1:00PM - 2:00PM (GMT–08:00) Pacific Time

Two different Families

Two different Families v. Two different types in one Family

Two different types in One Family

Two files to manage and maintain less types in a given project

Type Parameters for Sheets:

Under the VG and VP dialogs you can select the option that is seen in the view.

Understand / explain Gray scale equivalent

Understand how to manage Revit content, standard and templates, display controls for the model, and data Workflow.

Understanding major Revit Terms is critical to the CAD Managers Job. This Class will Teach Revit Standards and Process for BIM Management.

Unless you are “Archiving” or sending Project out

Update Next year’s Budget: 1 user = $10,000

Update process?

Use drafting views to control layout issues

Use Families from this folder when your project dictates

Use link

Use masses for building the building; then major changes happen: update the mass; “REMAKE” the elements

Use of “Activate View” for “White Space Management”

Use of “Lines” for 3D Linework

Use of Drafting tab for View Specific Content

Use Sections and Callouts of the Model

Use Sections or Callouts


User Created - Shared levels and grids

User Information

User Name


Uses Same View/Sheet Sets

Uses trim/extend TR for cleanup.


Using schedules “unused categories” to create your own

Using Standard Families & the “Audit Process”

Value Added

Value: by the end of this Tutorial you will understand what makes Revit project templates critical to your success. You’ll see where they should be stored and what should be contained within them. Keep in mind how Revit “place holders” will affect what’s “default” in your project compared to what will be used in CD’s.

Value: clear and concise sets of Revit Standards for System Families. Make use of standards easier for end user. Makes managing System Families standards extremely easy. Makes the update process quicker and isolates failure points.

View List

View Template for Exporting

View Templates

View Templates Standards.rvt

View/Sheet Sets

View/Sheet/Project – Information

View>>New>>Drawing List


Views – View Templates, working v. CD v. Temporary

Views / Sheets

Views are Phases specific

W2P Titleblock – D: Cover Sheet

W2P Titleblock – E1: Cover Sheet

W2P Titleblock: D Size – Cover Sheet

W2P Titleblock: E1 Size – Cover Sheet

Wait for major envelope changes to be resolved before moving into Revit

Wall and Floor/Roof Joins

Wall by Face

Wall Standards - W2P.rvt

Wall Types (drawn in FP with Labels)


Wal-Mart Sam Walton Died 1992 = He Saw the vision of where Wal-Mart would be today.


W-Block to be sure

W-Block, Copy & Past into new “Detail Component” Family

We have them for CAD, we need them for Revit. Get from A to B, ASAP! You have to understand the process and path before you start this journey; here is your Road Map.

Web Access

Webinar Link: https://www1.gotomeeting.com/register/730235670

Week Date & Day TutorialLecture Topic

Weekly project prints

Well this is so close to AutoCAD that it should be a review for you; however, as with all things, there are “gotchas”


What about Central Files

What about materials?

What about System and Standard Families

What are design Options

What do you use to edit Detail Components?

What happens if I fail

What happens when you don’t?

What is Phasing

What is the point? Is it -

What Release are they own

What should your SEAL be?

What will tomorrow's opt environment will look like OT CCS PETC

What worked, what didn’t, and WHY

What you need to know: THEY ARE PROJECT BASED!


When creating families, if you create new Object Styles for Lines or Symbolic lines, you are creating new “Subcategories” in that families’ “Category.” When you insert that family into a project you now have more “Subcategories” the project.

When I say project based, you need to understand that this creates management issues.

When you are printing in black and white

When you insert and explode a CAD detail in Revit, it will create new line styles in the Revit project. These line styles are based off the CAD file’s layer name. Be sure to use the same layer names in all your CAD details. Then control the weight of the printed line from the one line style in Revit.

Where are they (the project) save

where you are still deciding what option to go with….


Who can update it?

Who creates these?


Who modifies these?

Whose woods these are I think I know.


Why – the big one

William Perez (Wrigley), Antonio Perez (Kodak), Carlos Gutiérrez (Kellog)

Window>>Close Inactive Windows

Workaround / Tips

WORKING 3/15/2019 3:14 PM


Worksets and templates

Worksets are crap!

Worksets are great!

Worksets are Revits way of breaking a project up so that multiple people can work on it. There is no “Right” way to use worksets to a project. I will give you some guidelines to conceder while creating worksets for a project.

Worksets, the how and why


Yes they are different than “Standard Families”

You are not alone. You are not alone. You are not alone! This entire industry is changing completely. BIM has created a paradigm shift similar to the paradigm shift of CAD, moving from pen and paper to CAD. Companies that see BIM as a trend and try to ride it out will (fill in the blank with an image of doom and despair). You, my overwork CAD manager, are about to embark on a quest for job sanity. Today we’ll give you a rock-solid outline to cling to as we set off for this distant treasure.

You are responsible for any content you create here

You can Demolish an Element

You can override project object styles on a view-by-view basis. For more information, see Visibility and Graphic Display in Project Views.

You can use Detail Components at every scale

You can use the detail component tool to create custom line type

You cannot “Transfer Design Options”

You create an Audit Process for their content

You don’t ever have to manage the default for Autodesk. If you ever modify any Autodesk content, then it has become Project content. If you modify download content you should create an audit process for it. Either create a sub folder under the “Downloaded Content” folder or some other process. Don’t just move it into your Project Content, you don’t know what it does; you don’t know what release it was created in.

You have to know what is inserted when you explode CAD files.

You know it. I know you know design options but…. While working with a firm in San Diego I realized that there is a lot to manage. Did you know you can work on two projects at the exact same time? Now that’s using multipliers to make money!

You know what manufacture you are pulling content down from

You may be working on multiple Revit projects at the same time, please created a sub-folder for each project.

You may create, edit, and save any content in this folder

You may download and save any content in this folder

You may download, and save any content in this folder

You must be P in the ultimate outcome, u need the C to get there.

You only have to create your Titleblock once and it will be used a number of times in each project, for all your future Revit Projects! Don’t risk bringing in bad CAD data.

You will create Multiple Views, one for each option or combination of option

You will print Multiple Options on one sheet for side by side comparison

You will want to set up a company standard for creation of a local file

Your company must grow to survive and change is a necessary part of growth. Perhaps, Revit will not line up with your companies mission statement. Perhaps, you are unwilling to change for either, lack of resources, lack of desire, or, an inability to overcome fear. I cannot change that for you; however, if you are willing to move forward with Revit, NOW is the time to start.

Your Mission Statement for Revit: though a Kaizen approach for implementation, achieve a 100% Revit Based Project environment

Your view name will then have the specific option information on the sheet