Revit 2019 Manage 2020

Revit 2019 Manager Tutorial Guide Storyline

There is a ton of Revit standards that will need to be changed to make Revit work in your office. You have no idea where to start. This will show you the path of least resistance.

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Revit 2019 Manager Tutorial Learning Objective

Understand your position, your reasons and the value to working in the Revit environment. Apply this to your standards to determine the most effective way to implement Revit.

Revit 2019 Manager Tutorial Topic


  • HOW-TO’S
1.1 Introduction & CAD Standards Concept
  • Who
  • What
  • When
  • Why – the big one

1.1.1 Think like your Users

If they don’t understand your position, your reasons and the value to their working environment they will not follow your standards

If the user cannot understand the Value to them and their time/energy then they will not accept the change.

KISS / Path of least Resistance

1.2 Best Practices

1.2.1 CAD v. Revit Job Numbers, Project Folders & Project Setup

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

  • Key points
  • Folder location / Structure
  • Project Template
  • Title Blocks
  • Loading
  • Using
  • Local File / Central File issue File Naming AND Sheet Numbering
  • Now Sheet and Sheet number naming
  • I suggest building these into the project template
  • However have documented Examples of names / prefixes / numbers Layers
  • Becomes Categories for basic modeling views
  • Becomes line types for Drafting views Standard Color Table
  • Explain that this doesn’t matter
  • When you are printing in black and white
  • Understand / explain Gray scale equivalent
1.3 Best Practices

1.3.1 Project open and close

  • Opening a Project = opening all Views that were open when the project was saved
  • Window;&Close Inactive Windows Central File / Local File

“Save before Standing”

  • Save locally
  • Save to Central
  • Relinquish All

1.3.2 Dimensions locations

  • Include picture
  • Keynotes

1.3.3 Tips and Tricks

  • Create Similar (CS)
  • Select All Instances
  • Project Browser View Settings
  • “Activate View” on Sheets
  • View Templates
  • Family Creations

1.3.4 Text Style, Fonts & Drawing Scale Factors

  • Scaling is irrelevant in Revit.
  • All Model Categories scale based on the view settings
  • All Annotation is Scale independent
1.4 How-to

1.4.1 Loading System Families

  • Loading
  • Transfer Project Standards
  • Bothe the Current and the Standard Content Project have to be open!
  • Location
  • Server\BIM Standards\2009\Revit Templates\System Families
  • File Information
  • Include a Screen shot of files
  • Include a table with file names and families contained

1.4.2 Loading Standard Families

  • Default
  • Company
  • Internet

1.4.3 Process for bringing in CAD drawings

  • Always bring in from sub folder under Revit. Import/Link Dialog
  • I suggest you take a screen capture of this dialog Always
  • Use link
  • Origin to Origin
  • Invert colors Sometimes
  • Scaling
  • Orient to view
  • Know what level you are placing at

1.4.4 Detailing

  • One of Two ways

1.4.5 The Good Process – Using the Revit Model and Views

  • 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
1.5 The Real Process – Using Imported CAD Details

1.5.1 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

1.5.2 Detail components

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

  • Loading
  • FILE Load from Library Load Family
  • Location
  • Revit Standard Content Detail Components
  • Placing
  • Drafting Design Bar Detail Component

1.5.3 Multi-category tag

  • This is up to you.
  • This is a Tag that can reference parameters common to all families
  • Quick Demo…..
1.6 Detail Library
  • Location / folder name
    • \\Server\Revit_Standards\Revit Details
    • Instruction Documentation
    • Revit Details.rfa
    • \CAD Details
  • Who can update it?
1.7 Plotting

1.7.1 Revit

  • Plotting Standards Project location
    • Contains plot settings for all printers a`d print types
  • View/Sheet Sets
    • Reasons for using
    • Saving

1.7.2 Exporting to CAD / PDF

  • Uses Same View/Sheet Sets
  • Archiving / Saving location



1.8 Project Development - PD –DD – CD

1.8.1 Primary Design Key Points

  • Minimal custom content – Place Holders
  • Almost no new families
  • Shell and Core
  • Design Intent
  • Form and Function
  • Schedules and Costs can be generated
  • Project Information flushed out

1.8.2 Design Development

  • Flushing out the Model
  • Cleaning major construction components
  • Wall and Floor/Roof Joins
  • Moving “Placeholders” to Final Components
  • Project Browser showing “Views not on a Sheet”
  • Sheet layouts built

1.8.3 Construction Document

  • Use of Drafting tab for View Specific Content
  • Use of “Lines” for 3D Linework
  • Lots of Sections and Callouts
  • Drafting Views Created where necessary
  • Importing Revit Details
  • Project Browser showing “Views on a Sheet”
  • Use of “Activate View” for “White Space Management”
1.9 Acknowledgement Form
  • BIM Standards - Acknowledgement Form
    • Team member signature
  • BIM Manager Signature