Description
Key Learnings
- Learn how to utilize proven techniques to avoid model corruption and loss of data
- Learn how to take preventative action to keep your file size from becoming unnecessarily large
- Learn how to utilize proper view management to achieve more consistency in your construction documents, and avoid frustration and file-size bloat
- Understand effective ways of working with worksharing and worksets in Revit, and avoid common pitfalls
Speaker
- MDMatt DillonWith a background as a registered architect, Matt Dillon has over 30 years of experience in Autodesk Architectural applications, and is an Autodesk Certified Instructor at an Autodesk Authorized Training Center. In addition to assisting customers implement Building Information Modeling (BIM) and Revit Platform products, Dillon has also consulted with Autodesk, Inc., development staff in product design and usability for AutoCAD Architecture software. A published author, Dillon was one of the recipients of Autodesk's Distinguished Speaker Award in 2010, and he has been a highly rated instructor at Autodesk University since he first began presenting in 2000.
MATT DILLON: OK, I've got one o'clock. We ready to get started? OK. Good afternoon, everybody. How was lunch?
AUDIENCE: Good.
MATT DILLON: Really?
AUDIENCE: They cook better than I do.
MATT DILLON: You actually found a place to sit and eat it?
AUDIENCE: Yep.
MATT DILLON: Good for you. All right. For those who don't know me, my name is Matt Dillon. I'm the core services director at Applied Software. What that means is that I manage a group of six people in various parts of the country that do consulting and implementation and training for Revit, AutoCAD, Civil 3D, little bit of Navisworks, and 3ds Max. Again, I'm with Applied Software. Our headquarters is in Atlanta, Georgia, but I actually work from our San Antonio, Texas, office, which is the upstairs loft in my house.
So prior to that, about three years ago, I was with a company called Inceptia, which before that DC CADD. Some of you may have known me from those days. In today's business climate, all the resellers are kind of coming together. It's like the Borg. So we got acquired about three years ago, and my boss decided to retire. And I didn't want to run the business. So there you go.
My background is architecture, so that really doesn't impact this class. I'm going to be talking about a lot of generic things. But I'd like to just go around the room, get a feel for who I'm talking to. How many architects do we have in here? OK, little over half. How many MEP engineers? OK. How many structural engineers? OK. So everything I'm going to cover today talk applies to everybody. And how many other, like interior designers, et cetera? OK, that's fine. Everything I'm going to talk about kind of applies to all y'all, but I got something special for MEP engineers in a little bit.
How many of you all have been using Revit for a year or less? Good. So I'll catch you before you develop too many bad habits, or at least show you the bad habits you want to develop if you want to move on. How many of you have been using Revit for five years or more? OK. So hopefully a lot of what I'm going to be showing you here won't be news. But we'll see.
So my goal here is really not to show you how to lose your job with Revit. My goal here is maybe show you how to keep your job. Actually, I don't think you got to lose your job if you do any of these things. But you're sure making things a lot harder on yourselves and for others if you're not doing some of the things you should be doing that I'll be showing you, or doing some of the things that you shouldn't be doing that I'll be showing you.
We're going to break this up into four main sections. We're going to talk about, , for lack of a better phrase model corruption and data loss. Now, some of the things that I'm going to show you here may not really lead to data loss, but they definitely are causing problems with either you or other people that are using your model downstream, or both. We're going to talk about file size and management issues, and how to maximize performance, some view management techniques that hopefully those you've been using Revit for five years or more are already doing, but we'll see. Those of you that have been using Revit for a year or less probably, maybe you'll get something out of that for sure. There's a lot of things with work sharing and work sets that we see people doing that could be causing them problems, or not doing that they should be doing to avoid problems. So we'll do a special section on that.
So let's talk about model corruption and data loss first. I don't do a whole lot of support anymore since I've been moved more into management, but I still talk to the guys that do support. I've done a lot of product support in the past. And a lot of times-- so pop quiz. Does anybody know what that guy is right there? Anybody know where that's coming from?
AUDIENCE: [INAUDIBLE]
MATT DILLON: That is the Desktop Connector, which I'm going to kill because it irritates the crap out of me. You'll sit there and transfer files for over-- I don't even know what it's doing. So I don't need it. Bye bye. That has nothing to do with this class, by the way. Desktop Connector's a good thing. It's just that particular aspect of it irritates me.
So there's a couple of things, when someone sends us a file to look at that a lot of times maybe running slowly, especially, and they really can't figure out why, there's a couple of things we go look for immediately. And one of those is drawing files imported into the project. In general it's considered bad practice to import drawing files. Now, I realize that you do sometimes need to reference drawing, geometry. You can link the drawing file in if you can. That's a much better option.
There are times when you really don't have any choice but to import the AutoCAD file. But if you do that, try not to leave it in your project. Don't leave it as AutoCAD geometry. Convert it to Revit geometry, and then get rid of all the references to the AutoCAD geometry. And if you link it instead of import, it's a lot easier to do that. I'm going to go through a lecture slides here to show you what I'm talking about.
For God's sake, don't explode them. That just makes it worse. So it's like bringing in a block and then exploding it. The problem is you've got non-native Revit geometry here that Revit is trying to manage and display and so forth. That eats up extra resources. So if you have a lot of drawing files in your project-- like, how many of you all do all your details in AutoCAD then import them into Revit?
Yeah, that's slowing down your project. So you want to try to get away from that. Even if you link them, you're slowing things down. But at least when you link something, you can unload it when you don't need it and it's no longer taken up resources. If you then explode the imported file, now you've got all kinds of little AutoCAD bits scattered all over your project.
And how many of you were over in the class I taught yesterday on-- god, what was it-- detailing, right? And I kept saying about how kind of OCD I am about AutoCAD files. I want to wear rubber gloves and a biohazard suit anytime I'm using them. I want to keep that AutoCAD data as separate from my Revit project as possible. I've just seen too many instances where it can cause problems. Everything from corruption to just seriously slowing down the file. So if you can, link the drawing instead.
I'm not saying don't use AutoCAD drawings. That's ridiculous. You're going to have to for a lot of things. There's lots of reasons to do it. But in most cases, you can link them instead. Yes, that's still going to slow things down if you do a lot of it, but you can unload those links when you don't need them. And it's not bringing any AutoCAD stuff into your project. It's a reference. And once you remove that link or unload it, it's like it was never there. It's much safer.
I'm going to run through a little exercise here. So a big reason why a lot of people bring in AutoCAD files is because they've got a detail in AutoCAD that they want to use. Maybe this is a standard detail I mean AutoCAD-- how many of you all have huge libraries of standard details in AutoCAD? You'd like to use them in Revit, and I just told you don't bring them in to Revit.
Well, what you want to do is convert them to Revit details. And there's a couple of ways I've seen shown on how to do this. I'm going to show you the way that I don't like first. It works, but I'll explain why I don't like it as I go. I've imported this AutoCAD file in. This is not a link. And so when I select it, you'll notice I had the option to explode it. And I'll just do the partial explode. That won't be so bad, right?
So now, instead of one AutoCAD object in my project, I've got a bunch of little tiny AutoCAD objects. So for example, if I pick that line there, it's on a line style here called heavy in parentheses with a little one on there. That's an AutoCAD line style. That's not a Revit line style. That was created from the layer that that line was on.
And so for every layer that I brought in, any lines that are on those layers in AutoCAD created a brand new line style in Revit, which is not part of my Revit standards. And so I've started to pollute my project with all of these little bits of things that six months from now I won't even know where they came from. What are they? What are these text types?
So if I pick on the text, same thing. I've got this AutoCAD text type, text type that came from an AutoCAD text style. It's not Revit. I mean, yes, Revit can work with this. But it's not one of my standard text types. So I'll have all these weird text types. Where'd these come from? If you're somebody that really believes in standards, you don't want that stuff floating around in your projects for people to be accidentally using, especially this one because it really looks bad.
But if I want to proceed a little further, what I can do is convert this stuff to AutoCAD geometry. I can basically do a window selection and filter out everything but the lines. So all of my detail lines here, which are on these weird AutoCAD or AutoCAD line styles, I'll go ahead and select those and put them all on-- whoops. I missed something here. Hang on. Really? I should be able to-- well, see? Already I've run into a reason not to do that. That's OK. I'll just grab--
AUDIENCE: [INAUDIBLE]
MATT DILLON: Well, what I'm trying to do, and I've done this a bazillion times-- so this is what happens when you do it in front of people and you're not paying attention. OK, I've got nothing but lines. OK. I'll just do it this way. So I'm going to grab those lines and put them on--
AUDIENCE: [INAUDIBLE]
MATT DILLON: Yeah. Maybe so. Let me undo it and just do a full explode, although I shouldn't have to do that. OK. Let's try it this way. No, that's not it. Really? I've got a filled region in here that it's picking up for some reason. I think that's the problem. And it's not even showing it to me in the filter, which is interesting. So let me go and filter out what I know I don't need, and then I'll filter out the filled region, which is that guy, I think. There we go. And it's still not going to work. OK.
Well, I'll just do an abbreviated version. I'm going to grab these lines here and convert them to-- oh, you know what? I think it was working all along, guys. This is what happens when you've taught three classes in the last 24 hours. So let me do it again. Take out the filled region. And actually, I might be able to do it here. Yeah, I'm good. I just wasn't looking in the right place.
So I'm going to move these all to-- god, which one is it? Which one of these are my Revit line styles which one of these my AutoCADs? You have to know. Well, I know that my Revit line styles are all thin line. So now I've converted all of the line work here to at least Revit thin lines, and then I can go through and change some of them maybe to a wider line style for graphic purposes. But again, I want to make sure I stick to my Revit line styles, so you better know which ones they are. I'm not going to do all of these. Don't worry.
The next thing I want to do is take care of this filled region. That filled region, it also came in with its own filled region based on the AutoCAD hatch pattern that it was imported. So this is not a Revit fill pattern that's being used here. So going to change this one and I'm going to create a new one. I'll just call it sand with weird capitalization, and change the fill pattern to an AutoCAD fill pattern-- or a Revit fill pattern, excuse me.
So now I've gotten rid of the AutoCAD fill pattern, replaced it with a Revit fill pattern. That's good. I also need to take all of this text and convert it to Revit text, which is easy enough to do. I'll just change it to 3/32 Arial, not that one. There we go.
So that's better. But these aren't real leaders, so I need to get rid of those. And that's a little bit more of a challenge because I've got to be kind of selective here. So I'm not going to do everything here in the interest of time. I think you're getting the idea. And then I can come in here and replace the leaders on the text with real leaders, et cetera, and convert the details. So it really doesn't take long unless you're fumbling around like I was there at the beginning.
It really doesn't take long to do this. I've got a little bit more work to do on this, but let's just pretend for argument's sake that I'm done. Well, if I'm done, that means that if I was to get rid of all of this stuff, delete it, just, again, for exercise purposes I've gotten rid of all my AutoCAD geometry. I've got all kinds of little AutoCAD bits still floating around in this drawing-- or in this project.
If I go up to the Manage ribbon and I click on Purge Unused, and I'll check None. And I'll go down here to my text. Well, there's those two text types that came in with the AutoCAD file. But again, I have to be able to recognize those or going to be afraid to purge them.
And what about all those line styles? They're not in here. You can't find your line styles in the purge tool. You can't find your filled regions in the purge tool. I have to go elsewhere for those. So if I go to Additional Settings and I go to Line Styles, well, again, which ones are the AutoCAD line styles and which ones are the Revit line styles? I have to know. And not all of them are real obvious. Like, I think that's an AutoCAD line style as well. So I have to actually manually select all of those and delete them.
I still have the filled region out there. And if you'll notice, if I go down here in my Project Browser under Families and I go to Detail Items, you will see your filled region types. Here's your filled region family and here your filled region types. And notice there is that roof detail 2 fill region type that I did that I substituted for another one earlier, or substituted another one for. So I want to get rid of that. I have to manually delete it.
So even though I've got Purge, I still have to go all these other places to get rid of all those little AutoCAD bits. And even when I've done that, if I go in here and say I want to do another filled region, and I go look at my region types, look at that one. That one's not even showing up in the project browser. I don't know where that is. It's been referenced by something somewhere.
But this is what happens. You'll be very diligent about being very careful to convert everything to Revit stuff, and then you'll be diligent about trying to purge everything out, and there will probably still be some things left over that you just cannot find. I've got a customer right now it has a Revit template that's got so much AutoCAD stuff in there they can't find that they're thinking about just redoing the template from scratch. That's why whenever I deal with AutoCAD geometry, I think of it as the plague. Just biohazard suit, keep it segregated from your project as much as possible.
If you're going to bring in an AutoCAD detail and convert it to a Revit standard detail, if you want to use the method I just showed you, what I would suggest you do-- don't do it in your project. Start a dummy project. Do it in the dummy project. Once you've got all that stuff stripped out, take that drafting view that's in your dummy project and use the Insert Views from File Tool to move that into a standard Detail Library project.
Does everybody know the Insert Views From File? You may not. Don't be afraid to raise your hand. OK. So I'm assuming everybody knows that tool. So you can take a drafting view-- OK, don't be shy. That's why you're here.
So the Insert Views From File is right here on the Insert tab, Insert From File-- which I'm in a drafting view or in a-- yeah, I'm in a drafting view. You can't do it in a drafting view. But you can have a Revit project that has nothing in it but drafting views with your 2D details. And if I go to the Insert tab and click Insert From File, Insert Views From a file, I can go find any Revit project. It'll read that project and it'll show me all of the drafting views in that project. And I just pick the ones I want and copy them over.
So I've done this detail in a dummy project. I've got my standard Detail Library over here that I've started, just another Revit project. Open that up and pull that drafting view over from this project to my standard Detail Library, and that will leave all the AutoCAD stuff behind, as long as I've made sure I've converted everything. Make sure you didn't miss anything, otherwise you just polluted that standard Detail Library with some little AutoCAD bit.
And that's why I'm a bigger fan, even though it may seem like it's going to take longer-- I would argue it probably won't. I'm a bigger fan of doing it this way. Back to my original detail, I'm going to get rid of it. I didn't mean to import it. If you have an unexploded imported detail, here's the best way to get rid of it. Just go up here to Delete Layers, Check All. After selecting it, click OK, it's gone. There's nothing that you need to purge. You might want to go check, but typically there's nothing you need to purge from that. All that stuff that was with it has been removed from the project.
And now I'm going to leak it in instead of importing. So I'll go up here to the Insert tab, click on Link CAD. Here's the file. And the very first thing I'll do here before I start tracing is I'll go to my Visibility Graphic Overrides, go to Imported Categories, just set all these layers here, just make them all a really ugly green because I want to see what's been traced and what hasn't.
So I'm leaving this as a link, and now I'm just going to go to the Annotate ribbon. I'll start with detail lines. And I usually start with just everything is thin lines and use my buddy the Tab key with the Pick Lines tool. So I'm using Pick Lines here, my buddy the Tab key because with that you can select entire chains of lines. Don't worry I'm not going to do the whole thing. You'll get the idea.
This really doesn't take that long, though. Just go ahead and pick the lines that you need to convert or trace over. And then for the filled region, I'm literally going to do a brand new filled region on top of it. I'm literally tracing over on top everything. I'll replace the text. I'll put the arrow heads on their.
That may seem like it's going to take longer than converting. I don't think it really does. In most cases, it takes maybe about the same amount of time when it's all said and done. And then once I've got the detail all traced, all I have to do is go up here to the Manage or the Insert ribbon and choose Manage Links, CAD Formats, and remove that CAD link. And it was never there. There's nothing to purge because it was never there.
To me, that's a lot safer. And even if it takes longer to trace than it does to do the conversion, I get that back by not having to go through there and weed out all that stuff that I still need to purge at the end. So I would strongly suggest you consider that. So that's one. Be glad, by the way. I usually preach for an hour on that, so I gave you all a break.
So here's the second thing we look for is warnings. Y'all have all gotten these. Right? You get that little yellow box down on the bottom. And I actually read a book several years ago by somebody who's published a book on how to learn Revit. And they actually said, yeah, when you get those little yellow boxes, you can ignore those. Don't ignore them, OK?
These may be benign. They all seem benign because you get these little yellow boxes. And if you do anything, as soon as you pick somewhere else, they disappear and Revit let's just keep going. So it's like, that one must not have been anything. So they may be benign, they may not. What Revit is really telling you here is, hey, you've got a potential problem here. Go and keep working, but you really need to come back and try to resolve this at some point.
The reason why this is a big issue, and which is why one of the things we check right off the bat with a slow file-- and the symptom of this is when you pick an object to edit it and you get the little circle of death that spins for seems like forever? Five seconds seems like forever, right? But it might spin for even longer than that before you can edit anything. Every time you pick something, if that little circle's spinning, go check your warnings. You might be surprised.
I've seen cases where that little circle will spin for, like, 30 seconds. And I'll go check how many warnings they have in the project. The worst case I've ever seen was 7,500 and some odd warnings. And I flat out told the guy, I said, dude, you're better off just starting over with this. You can't fix this. It's going to take you longer to get rid of these warnings and get this back to a manageable level of performance than it would be just to start over and do it right the first time. That was an extreme case.
Let me show you an example of that. This file does have some warnings in it. The reason why it takes so long is if you have objects that have warnings on them, like this guy here, if I select that, notice up here on the ribbon it tells you, look, hey, this guy has warnings associated with it.
Well, in order to do that, every time you pick an object Revit actually scans that warning database. If you've got 100 warnings, it scans it pretty quick. You don't even notice it. If you've got 1,000 warnings, it's starting to slow down. And I guarantee if you have 7,000 warnings, you'll notice. It'll be painful. You'll want to shoot yourself.
So we'll look at what those warnings are in just a second, but here's how it usually happens. I'm just going to create a wall. I'm going to do a foundation wall. And I get the warning. Now, for those of you that can't read-- by that I mean you're too far in the back. I didn't mean you can't read. I didn't mean that the way it sounded.
It's basically Revit playing Captain Obvious here. Is saying, you can't see what you just created. So thanks, Revit. The fact that I can't see what I just created wouldn't be a clue that I can't see it. So that's really just saying that. Well, none of the creative elements are visible, blah, blah, blah. Well, is that important or not? Is that benign or not?
If you need more information, you can click on this little button right here to expand the warning dialog. And then if I expand this out, I'll actually see the objects involved with that warning. And if I click on one of those objects, if it's visible in the current view, it'll be highlighted in orange. Of course, the warning was it isn't visible in the current view. So I'll click on Show and it'll try to find a view that it is visible in, and there it is.
So now I've got the object. And if I select it, I'm looking up here on the ribbon and I don't see anything that says Show Related Warnings. That was a benign message. There's nothing wrong with that wall. It's a foundation wall. It started at the current level and went down because it was a structural object. In my View Range for typical architectural view stops at the current level, that's all. It was outside of my View Range. So that one's benign. I don't need to worry about it.
Let's go back to my level 1 plan. But I do have warnings. You'll notice on the Manage ribbon there is a Warnings tool right here. Now, in a perfect world, that Warnings button should be gray. That should be your goal, no unresolved warnings in the project, zero defects. How many of you all think you'll ever do a project we have zero unresolved warnings at the end? Got one brave soul here. It's pretty rare. I don't know if I've ever seen a project that has zero. There's going to be some things that pop up where you're just going to go, tough Revit, deal with it,
That's OK. Just strive for zero. If you can resolve it, resolve it. If you can't resolve it, don't lose sleep over. But if you can, resolve it. And I'll show you some ways of resolving here in a second.
So if you do see this, go take a look. So I'll click on Review Warnings, and I'll expand this out. And notice it's showing me what it's talking about here. Those are highlighted in yellow. It's telling me the warning. Worst case, again, I could do the Show here to go find it.
Insert conflicts with joined wall. What the heck does that mean? I love the way Revit doesn't speak in any language known to man. But we can see the objects that are affected. So now that I know which objects are affected-- by the way, two warnings, that's nothing.
But again, I'm going to resolve these. If I can resolve it, I'm going to do it now. I'm not going to wait till I have time because we never have time. And then three months from now and things are slow and I've got to go back and resolve those warnings, now I've got 1,500 warnings I got to weed through, and that's going to take a while. It's better to resolve them when they happen. As hard as that may seem to be, it's better to do it when they happen.
So I've determined these are not benign because they're showing up. I'll click that wall there. And again, the warning was that insert conflicts with joined wall. In English-- sorry, I don't know any other languages other than really bad Spanish. But in English, what that means is that wall is trying to clean up with that wall, and the window's in the way.
OK. Does this ever happen in real life, that condition? Yeah, I mean, you don't want it to, but it happens. And who's Revit to tell me that I can't do this? I'm the one this the architect, not Revit. It didn't go to school. So I'm going to right click on this little bubble right here, this little blue dot, and just tell it stop joining. Disallow Join, and then I can just pull this thing back to the beginning of the wall. But it's no longer trying to join to the wall, no warnings. So that warning has been resolved. If I go back to Manage Warnings, it's gone.
Over here, Revit's actually giving the clue. If I click on one of these walls, basically it's saying, hey, if you're trying to embed one of these walls in the other, use the Cut Geometry tool. So I'll try that. So I've got a wall inside of another wall. So I'm going to go up here to the Modify ribbon, click Cut Geometry, pick the big wall, pick the wall I'm trying to embed in it, no more warnings. Warnings are now gray.
So again, that should be your goal, realizing, of course, you're probably not going to get there. I really harp on this when I do training, when I teach. And I had a customer recently-- we did a full implementation for them, and part of that was training. And I really harped on this.
And we got to the end of their first pilot project, and I went up and said, OK, show me how many warnings you have. And he was all, oh, man, I'm sorry. We've got, like, 15 warnings. I said, dude, you've only got 15 warnings? That's awesome.
100 warnings is not uncommon. But if you get up above, say, 500, I'd start to worry. The easiest way to stay below 500 is deal with them when they come up.
The big question is, when you're seeing the warnings, what the heck do they mean and how do I fix them? As you get more experienced with Revit, you'll begin to predict when the warnings are going to appear and what they're going to be. You'll know, yeah, this is going to cause that warning. But if you're fairly new to Revit, I don't know what it's talking about.
So all you've got to do-- the internet is a wonderful place, usually, if you stay off of Facebook. Y'all ever see that graph on Facebook, the red circle? It's a pie chart of what happens in a political argument on Facebook. Green is you change your mind. Blue is they change their mind. And red is nobody changes their mind, but everybody's pissed, and the whole circle's red.
But if you just Google this guy right here, Revit, how to understand and address warnings. Just Google that. Just write that down. That's your Google search. And it will take you to-- the first link you'll see will take you to this tech dock on the Autodesk web page with several other links to different articles written by different people on these warnings, what they mean, how to fix them. It's a whole library of pretty much every warning you ever saw pop up in Revit. I think this is in the handout. I'm not sure. I don't remember.
So this one's pretty simple. Again, how many architects in here? I'm going to pick on you guys for just a minute. How many MEP engineers? You guys are going to relate to this.
So here's a situation where the architect has a 2 by 4 acoustical ceiling. It needs to change to a 2 by 2 acoustical ceiling, and what they do is a delete this and recreate it with the correct type. And the MEP engineer has light fixtures in their model that are hosted into this ceiling. So guess what happens to those light fixtures? They don't get deleted, thankfully. But they're not hosted anymore, they're orphaned. Which means if the architect also moves the ceiling up 6 inches, what happens to the light fixtures? They just stay there. Right? This ever happen to anybody? Yeah.
All you gotta do is don't delete the ceiling. Just change the type. If you just simply change it from that type to that type, it's still the same Revit element, still has the same Revit element ID. The MEP fixtures are still going to be hosted to that same face.
And it's easier for you. Wouldn't you all agree that doing this is easier than resketching the whole thing? So a big deal is if you're going to modify something, modify it. Don't delete it and replace it unless you've got no other choice. That one's pretty simple.
OK, here's a big one. Before I start, let me just say Shared Coordinates is one of those topics we can keep simple, or we can make it really complicated and spend the rest of the day in here talking about shared coordinates. I would rather not do that. OK? I'm going to keep it simple. I'm lazy.
But let me show you a really common scenario again. And again, sorry architects, but I'm picking on you again. So I'm going to get out of this file. And I'm going to start a brand new MEP file once my circle stops thrashing here.
MEP engineers, tell me if this has ever happened to you. I'm going to use the mechanical template. And the very first thing I'm going to do is I'm going to link that architectural model that my architect just sent me into my project because that's really where it starts. So I'm going to go over here to Link Revit, and I'm going to choose Building Bogus, which should tell you something.
I'm going to bring it in origin to origin. That's typically where I start. And nothing. And I'll double click, do a Zoom Extents. Now, I got lucky here. I did a Zoom Extents, and if you look way over here, there's a little green box. That's a scope box. If I didn't have that, if I did this Zoom Extents, probably nothing would happen. What's happened here is my project is down here somewhere. You can't even see the elevation markers anymore because they're so small. The Revit project is way the heck up in here in La La Land. I have another word for that, but I can't say it in mixed company.
If I go to an elevation view, here's my MEP levels here. Here's the architectural project and its levels, which are kind of hard to see, but they're actually up higher than these as well. Has this ever happened to an MEP engineer? We won't even talk about what you guys have to do to deal with this. But you've got about a day's worth of work ahead of you to get it all set up, right?
I'll show you what the problem is or how it happens. And if you're an architect that has done this before, and you're thinking, oh, I'm a bad person, don't feel bad. They don't make it real clear what you're supposed to do here. I'm going to open up that architectural model.
And in this particular model, you'll notice down here I've got these two little blue icons. One is my project base point, one is my survey point. And they're both in the exact same place, which is where they are by default in Revit. If you turn these on-- they're invisibility graphic overrides under Sight. Turn on the survey point in the project point. You'll see where they are. And if you're using something based on the default template, they're not quite in the middle where those elevation markers are. They're just off to the side, a little bit to the right. I don't know how that happened, but that's where it is. That's your origin.
And one of the things that you might do in the course of a project is bring in a civil survey CAD file. That's got all your site information on it. And the civil survey CAD file has the coordinate system, usually based on a benchmark or something. That's sacred, right?
You don't want to mess with that. So you bring in the civil survey file. It's way the heck up here. It's even pinned. That should be a sign. Ooh, I don't want to move that. So what do you do? You move your project up to there, and you go through all kinds of hoops to do that, don't you? It's a pain in the butt to move everything in your project over to there. And then the MEP engineer has to do it, the structural engineer has to do it. I'm going to show you an easier way to deal with this.
I want to point something out on the PowerPoint slide before I do, a couple of things. Do-- don't move your Revit project. Keep it where it is. Do move the civil survey CAD file. Oh my god, what are you doing in the coordinate system? Then acquire coordinates. This is the key right here to everything-- acquire and publish coordinates. I'm going to go through the whole exercise here in a minute.
And also, if you have multiple buildings, have a master site model and have your building projects as separate projects, and link them into the master site. I even do that if I have a single building. My site model is always separate from the building model.
So keeping that in mind, I'm going to start at the very beginning. I don't have time. What time is this class over?
AUDIENCE: [INAUDIBLE]
MATT DILLON: OK. So I'm going to start a-- no, I'm going to open a file. I've got a site model here that I've begun. And in this model here, notice again there's my there's my origin, right there in its default location. Project base point, survey base point or in the same place. You'll notice I have one planned site and no more other plans, and I only have one level in this project. If I go to an elevation view, you'll see the level-- I just call it sea level and I leave it at zero.
Now, there's multiple ways of doing this, by the way. Don't think this is the only approach. Like I said, we could talk about shared coordinates all day long. But this is kind of the way I work with it. So I'm going to go back to the site plan. The very first thing I want to do is I'm going to bring in that CAD file. I'm going to import it.
That's good. I'm glad somebody was listening. I'm going to link it. So there's my site contours. I'm going to bring it in origin to origin, so Revit's 000 will be AutoCAD's 000. And if I double click to do a Zoom Extents, their it is way up there. By the way, my View Range here for my site plan has a cut plane that's at about 5,000 feet, so I can accommodate pretty much any elevation without having to change that.
So I'm going to pick the CAD file, unpin it, and just move it down here to where my base point is. So there's my building footprint there. So I'm going to kind of get that in the middle. And then I'm going to repin that because I don't want to move it again.
All right. So now I've totally destroy the civil survey coordinate system, haven't I? No, I haven't. I've just moved it. And if I go to the Manage ribbon and click on Coordinates, Acquire Coordinates. Remember, I'm starting with the civil survey coordinate system. That's the coordinate system I want to carry through this whole process. I'm going to acquire the coordinates of that file that I can link in, bringing them into my current project. Looks like nothing happened.
Oh, wait a minute. Look at that. Little triangle went away, and the triangle is down here with the AutoCAD 000 was all along. And so if I look at my project base point, it says, yeah, for project purposes I'm your origin, but I'm really you know some distance away from the real origin, the benchmark that the surveyor established. So I'm still tied into that survey civil survey coordinate system. If I use any of the dimension tools it use spot coordinates or something, they're going to reference-- or can reference the original base point or the original benchmark.
Is that a little easier than trying to move your project to accommodate civil file? Just move the civil file. OK, so I've got that. The next thing I'm going to do is bring in my building model. That's already been started. I've just done a basic building shell, nothing fancy, and I'm going to bring that in now and place it on the site. So I'm going to link the Revit project. And here's my building. I'm going to bring it in, origin to origin, at first. And it drops right into place right there.
Oops, and I forgot one thing. Before I go to further with-- the buildings there. We'll leave it there for a minute. I want to go ahead and create a topo surface for this. So if you'll bear with me for just a minute, I'm going to go in and create a topo surface from that import.
Once I've done that and got a couple of references created here, I'm going to go ahead and trace the property line real quick. Property line-- where is it? There we go. And just do a couple a little reference plays to identify this corner of the building where it really needs to be on the site. So I'm going to do two reference planes-- one there and one-- I'll use this tool. It'll be a little bit better. There.
So once I've done that, I really don't need the site plan anymore, the original site plan. So I'm just going to go up here to the Manage Links dialogue and unload it. I may need it again later or I might get an update or something, so I'm going to keep it referenced, but I'm going to unload it until I need it again.
Now let's get this building position where it really needs to be on the site. I have no idea what that little circle's doing, but it's starting to make me mad. Oh, come on. Really? So I'm just going to use the Align tool. So on the Modify ribbon, I'll use the aligned tool to line the building up where it's going to be in plan.
There we go. So that's where it needs to be in plan. And then in elevation, I'm actually going to create another level. I've identified where I want the finished floor of this building to be. So I'm just going to create a level at that location without creating any plans. I don't need a plan for this I'm just using this level as a datum. And so I'm going to go in here and give it a name. I'll call this building 1, finished floor, and give it the actual elevation, which I think was to 224.5. Then use the Align tool to line up my architectural project with that level.
So now I've got the architectural project positioned where I want it in both x and y and in elevation. That's where it needs to be on the site. Once I've got the architectural model, the building model where I need it to be on the site, I need to take that original coordinate system from the civil survey model and make that part of the coordinate system of the building model. I need them all using the same shared coordinate system.
So I acquired the coordinate system from the CAD file. Now I'm going to publish the coordinate system to the architectural model. Now, I can get into all kinds of stuff about doing multiple coordinate systems in here for multiple instances of the same building, that kind of thing. That's, again, a whole other topic. I'm just going to say make that the internal coordinate system for that particular project.
And then I'm going to save my sight model and save all those changes back to-- that's real important. Make sure you answer that question to save back to the link. Otherwise, you're really not saving the coordinate system back to the link.
So now, if I get out of this and I open up the building model, you should notice, if I go to a plan view-- actually, let's go to a site view-- there's my survey point way down here. There's my project point way up here. And if I change my site plan now to reference true north, it knows which direction true north is from that same coordinate system. So now this is tied in with the original CAD file. It's got the same coordinate system.
Is that a little easier than what you have to do to do it the other way? And I've got that fairly thoroughly documented, by the way, in the handout. I've also got a Screencast video I can point you to right kind of demo with there.
All right. So let's see what happens on the MEP side now, the MEP engineers. So I'm going to click on-- or the structural engineers. I'm going to create a new file, use the Mechanical template. And now I'm going to link that Revit project in, that one, using origin-to-origin initially, so project base point to project base point. There it is. Drops right into place.
Now in the MEP model, I'll go to Manage Coordinates. To I want to acquire or publish? Acquire, right? Because this has got the coordinate system. Acquire coordinates from the architectural model. And now if I say, show me true north, it knows where true north is. It's now got the exact same coordinate system.
So if I want to bring in the site model now, I can go to Insert, Link Revit, grab the site model. This time I'm not going to bring it in origin to origin. Now that they're all sharing the same coordinate system, I can use Auto By Shared Coordinates. And if I go to a three, this is normal. Just saying you can't see the overlaid links. If I go to a 3D view, here's the building right where it's supposed to be on the site.
Structural engineer does the same thing. Bring in the bring in the architectural model origin to origin. Acquire the coordinates. And now when the MEP engineer needs to link the structural model, we just use By Shared Coordinates, drops right into place. Structural engineer needs to link the MEP model, drops right into place with Shared Coordinates. You send your models back to the architect, the architect needs to link yours in, Shared Coordinates. Everything's in the same coordinate system. That make sense? So hopefully, that'll save some of y'all some angst in the future.
So let's talk about file size, management, and performance. That looks familiar. So yes, imported drawings and too many warnings will definitely-- it may not increase your file size a lot. It'll be a little bit bigger, but it's seriously going to impact performance. Like I said, those are the first two things we look at is the drawing files and the warnings.
So some other general tips, and most of these are fairly straightforward, nothing that I'll need to demo. Don't over model. If you've been in any of the detailing classes I've talked about, I spend some time talking about what do you model, what do you not model. But just because you got to model an anchor bolt that's in the foundation right? Do y'all model door hardware, like hinges and things like that? You don't need to model that. Don't over model.
Basic litmus test I usually use is, am I going to see it at the scale of my overall plans? If my overall plans are 1/8 inch equals a foot, if I'm going to see it at that scale, I'm going to model it. If I'm not going to see it at that scale, I'm going to think twice.
Now I'm going to do an assessment. How hard is it for me to model this? What's it going to do to my file size if I model this? If I model 1,000 hinges, that's probably going to make something happen to my file size. And what do I get in return? How many views am I going to see it in? Can I represent it in a couple of detail views that I might see it another way? So that's a big one. Especially with relatively new users to Revit, the tendency is to just try to model everything. And you can get in trouble with that.
Don't over constrain. All those little locks to keep-- every time you align something or you have a dimension, you got all those lovely little locks. You just want to go pick then, don't you? Don't do that. Try to avoid constraining geometry in the project.
Now, when you're working in a family, you can train the heck out of it. But in a project, I would avoid this. My rule of thumb is I typically don't constrain anything unless it's 2D geometry that I'm constraining to model geometry in a detail again. Because every time you constrain something, that's just more computing that your project has to do when you make edits. It's going to slow things down.
Groups-- this is a huge one. Y'all familiar with this guy, right? When you do an array? That one wants to be checked on by default? How many times have you done an array, realized, oh crap. Group and associate was checked on. I really didn't want that. So you go and you ungroup everything and then you keep on working.
Well, you have that group definition still sitting there in the project browser. It's still sitting there taking up space. So if this happens, remember to go to the project browser. Go down to that group section and delete those groups that you're not using. I've opened up projects that literally have hundreds of array group 1A, array group 2, array group 3, down to 100 or so, and that's just taken up space. It's making your file larger and it's slowing it down.
I'm not saying don't use groups. Just don't overuse groups. And when you're done with a group, delete it and its definitions.
AUDIENCE: [INAUDIBLE]
MATT DILLON: Oh, that's another big one. Has anybody here I've done so many things with design options, you literally got two projects in the same project? That's going to slow things down. That's really not what design options were for. Don't overuse them. And at some point-- I hate to say this, but at some point you're going to have to commit. At some point you're going to have to not only make the option you want primary, but you're also going to have to accept primary and get rid of the other options. Archive the project when you do that so when the owner does come back with a change again-- oh, yeah, we like that other option after all-- go back to your archived version. But again, just be careful with that. Don't overdo those.
So just because you have a whole bunch of families, you want to make them easy for people to get to, that doesn't mean they have to be in the template. Have a logical folder structure that people can easily navigate to get to those component families-- doors, windows, that kind of thing. Obviously, things like fittings and detail components that you might need to use for some of your standard elements, you might want to have those preloaded. But a lot of things don't have to be loaded in the template. Put them in a logical folder structure.
There's also a few third party applications that you can purchase from other people that I can't mentioned because they're technically competitors of mine. But if you go to the Autodesk store, you'll find them, the Autodesk app store, for managing families. There's some good ones out there.
So speaking of families, there's a ton of things here with families in general. It's really tempting to model in place families when you run across something. Gee, I don't have a family for this. Well, I'm just going to model one here in place, and it's a piece of furniture. If there's any remote chance that you're ever going to have more than one copy of that piece of whatever it is, don't do it as an in-place family. Do it as a component family.
Does everybody know what do I mean by in-place versus component? Component is the actual RFA file that you store outside the project, you load when you need it. In-place is modeled in place, and that's meant to be for unique, one-off geometry because if you take an in-place family and you copy it, you now have two in-place families. They're not referencing the same definition. You copied all the data to another instance. That can really jack up your file size real fast. So if there's any doubt at all, do it as a component family.
You can do some really cool stuff in families with arrays and formulas. I do an example when I teach families of a conference room table that has four chairs, six chairs, eight chairs, 10 chairs. You make the conference room table bigger and it just keeps arraying those chairs. And it uses formulas, too.
Well, OK, if you absolutely have to do that. But don't just do it because it's cool. If you can get by with just making-- well, how about just two different families, one with four chairs, one with six chairs? You're going to have less overhead on your project in the long run if you do it that way because this eats up a lot of computing power right there. So only do it when you absolutely need to. And again, this is in the families.
Don't overuse parameters because, hey, with these families, we can parameterize everything. And by checking this and checking that I can make all this stuff happen. I have a customer that years ago, pretty sharp people, one of their people figured out how to do a door family where every single door they would ever use was in that one family. Just checked things on and off, and suddenly he had side lights and transoms, double doors, single door. It was like a super door family. And every time they used it, they added 5 megabytes to their project because it's just so many parameters.
So don't overuse them. I'm not saying don't use parameters. Just consider, do I really need parameters for this? A lot of times you can do a family that doesn't have any dimensional parameters at all. It works just fine, and then another family for a slightly different permutation of it. It's a judgment call. But again, don't fall in the trap of using them too much.
Voids take a lot of computing power. Anything that cuts takes computing power. So again, be judicious where you're using voids. And along with that, those voids sometimes cut hosts. Like, I'm doing a light fixture family. I want the void to cut a hole in the ceiling when I host it to the ceiling. Well, OK, just know that when you're doing that, you are using more computing power to do that.
So is it a situation where I really need it to cut the ceiling? What if it's a light fixture that maybe it's mounted on the ceiling but it doesn't actually-- maybe it-- I can't think of the word. It's not flush mounted. Well, do I really need to cut the hole in the ceiling for that to show correctly? If I don't, I'm not going to include a void and tell it to cut. Yes, sir?
AUDIENCE: [INAUDIBLE]
MATT DILLON: Yeah. Yeah, anything that cuts volume out of other geometry. And again, I'm not saying don't use voids. Don't use them when you don't have to. Think real hard about, do I really need to do a void here?
This one's big. Do we really need to see 3D toilets? You might want to see an elevation view of the toilet for your elevations, you might want to see a plan view of the toilet, but do you really need to do a 3D walkthrough of the bathroom to see the toilets? If you do, use 3D toilets. I'm just using toilets as an example.
But you can also represent them in the plan view in the family with symbolic lines that are just as parametric as anything else. They'll show up in the plan view in your project. Maybe do masking regions to blank out the floor pattern. And then you can do in the elevation view, do your elevation representations for the different side, back, front, et cetera. Do those with symbolic lines and masking regions, and it'll work just like a 3D model of a toilet, except you don't have the 3D model. It'll be invisible in the 3D view. So there's a lot of families you can do that for, and that will cut back a lot on file size and overhead. So any questions on any of these before I go on?
So this next one-- I don't like to breakup projects, first off. Let me just start right off the bat saying I don't like to break up projects. I like to keep the project together as much as possible. However, some of you all work on some really big projects like an airport or like a big hospital or something like that. And if I've got a project that just because of the shear scope of the project I'm going to wind up with a 1-gigabyte Revit file, I think I'm going to break it up a little bit. I'm going to find some logical places to break it up.
Obviously, separate buildings, that's a no-brainer. If I've got more than one building, I've got more than one project. Period. That's just a hard and fast rule for me. Think about it. If you've got multiple buildings on a site, they probably all have different floor finished floor levels, right? So do you want to have all those levels in one project? OK, here's level 2 for this building, level 2 for this building, level 2 for this building. Break those up into separate projects automatically.
But if it's a single building still and I need to break it up, well, then I'll look at breaking up where maybe the core is one model, the shell is another, interiors are another eh. Expansion joints-- if you know there's going to be expansion joints a certain place, that's a really good place to break the project up. If you've got a building that has towers, so maybe you've got a parking garage and then a couple of office towers sitting on top of that. Well, there's three projects-- parking garage and each tower. Obviously, a parking structure I would probably break out as a separate project. I'll kind of tend to keep that treat that as a separate building. So again, you know you can work with a 1-gigabyte file or you can break it down into two or three 300-megabyte files instead.
Let's talk about view management. The big thing with view management is View Templates-- oh, we'll get to that in a minute. Let me talk about this guy, hiding objects. Everybody familiar with this guy? You can pick an object, hide in view, hide elements. How many of y'all use that? Everybody uses that. Why? It's easy.
Again, I'm not telling you not to use this. I'm telling you, be careful where you use it. A lot of times I'll see people doing this because they just need to get some stuff out of the away for a little bit while they work on something else, and then they'll go in turn that stuff back on by revealing hidden elements, picking them, and turning them back on. If you need to get rid of things temporarily, don't use that one. Use this one. It's at the bottom of your screen, this Temporary Hide Isolate. It's real simple. I don't need to demonstrate it.
Basically, pick the objects that you need to hide or isolate. Usually, I'm isolating. I'll pick several objects that I'm trying to work on and I'll isolate those elements. When I do that, I get a cyan border around the screen, which is basically telling me, hey, you've got objects that are hidden, but they'll still plot. And if you were to save that file, open it up the next day, they'll be back. It's truly a temporary hide isolate.
The reason why this is dangerous here is because you might hide something like a light fixture or whatever, piece of furniture, and then somebody else will come along and go, we're missing a light fixture there. But the light fixtures are turned on because I can see the other light fixtures. So if I go to Visibility, Graphic Overrides, light fixtures are turned on. I must need to place another light fixture there. So they do, and then later on you go, where did all these other light fixtures in the schedule come from? Well, you had them there the whole time. They were just hidden. You didn't know, hidden by element. I would be really, really, really judicious where I use this. Sometimes I'll use it to turn off certain section marks or something else that I might want to not want to see in a view, but that's about it.
But this is the biggie right here-- View Templates and View Types. This is absolutely crucial. Sometimes I'll have a firm that will call us up and say, look, we took that Revit class from a year ago. We've worked on a couple of projects, and it's still just eating our lunch.
The first question I'll ask them is, well, can I take a look at your project template? A lot of times the answer I'll get is, well, we really don't have one. We just use what's out of the box. So there's the first problem. I should have maybe included that in here. Use a project template that's been developed, has your stuff in it.
But sometimes they'll say, yeah, OK, we'll send you the project template. And the first thing I'll do is go look and see, OK, are they using View Templates? It's pretty obvious if they are. And if they aren't, I know what their problem is, or at least a big part of it. They're spending a lot of their time monkeying around with different view settings, just doing stuff with view settings that they shouldn't be having to do. You can automate a lot of that.
The other part of that is View Types because you can tie a view template to a view type. So I'm going to show you an example. Again, I'm in this same project that I brought a building model into, and now I need to create the views for it. So again, I'm playing MEP engineer.
So the first thing I might do as the MEP engineer is come over here and use Copy Monitor, for example, to set up my levels. So I'll go up to the Modify ribbon and maybe line these two levels up first. And then I'll use Copy Monitor or any other method for creating levels. You don't have to use Copy Monitor, but I'll go ahead and do that.
I'm going get a warning here, just so you know. It's benign. I don't need to know. Experience tells me that's a benign warning. I'm not worried about it.
So these are my levels. Why are those black? There's no views associated with them. I created the levels, but there's no views associated with them. And the reason why chosen an MEP example is because typically in an MEP engineer has to have several plan views for each level. You've got lighting plans, power plans, HVAC plans, plumbing plans, sanitary plans. You might have some other plans. I always like to include a working plan. And each one of them needs to be set up differently.
So now I've got 1, 2, 3, 4 levels I've got to set views up for, and if I don't have a view template, then I've got to go through and set up all of my visibility graphic overrides, my View Range settings, all of that stuff, one by one for each view. And maybe in a couple of days we can start working on this project.
If I have view templates, it's not so difficult. I can create a new view. So if I go up here and say I want to create a floor plan. I need this to be an HVAC plan, so I'll say, let's create a floor plan for level 3 through the roof. And it really doesn't know what kind of a plan it is. But if I go to these three plans now and apply the mechanical plan template-- this is just the default templates that come with Revit right now.
Well, when I do that, it should now be a mechanical HVAC discipline, which it was anyway, but if it hadn't been before, it would have changed it to that. And it's also set the view up with whatever settings I stored in that template, typically visibility graphic overrides, view range, scale, detail level. All those can be stored in the template. So by simply applying the view template, I now have it assigned to all those views. If you do at least that much, you're saving yourself a ton of time.
So to create a view template, all you have to do is get a view set up the way you want that kind of view to be set up. And then once you're in that view, you go to the View ribbon-- there's a couple of ways, but we'll keep it to the ribbon. I'll go to the View ribbon, click View Templates, Create Template From Current View. Give it a name and you can now save all those settings to a template that you can then apply to any other plan view of that same family. Does that make sense? So at the very least, use view templates.
But let me show you what can happen if you take it one step further. I'm going to open up another project. This one is here. So if I go to an elevation view, I'm going to create some more levels. How do you do that again? There we go. So I'm going to throw some levels in here. I don't really care about their names. And I need to create some plan views for these. It did create some for me. I didn't really need it to.
You know what? Let me back up do this the right way. Sorry. I'm going to go ahead and do this right way. Take your time. Don't do like I just did. I'm going to create some plan views. I'm going to click on Floor Plan here. I'm sorry. It's been a long day already.
Let me create the levels. Create the level. Now over here on the ribbon, I'm going to click Yes. I want plan views, but I'm going to be a little bit more selective. What plan view types do I want?
Look at that. Instead of just floor plan here, I have ceiling plans-- well, yeah, that's a different family. But look, I've got electrical lighting plans, electrical power plans, HVAC plans, plumbing plans, sanitary plans. I don't care about structural because I'm an MEP engineer. But I am going to do a working ceiling plan and a working plan. I'm not going to do an architectural ceiling plan, and I'm not going to do a floor plan. What's that? That's generic. It's like a blob.
But I've got all of these MEP-specific plan types created. And when I click OK and then create my levels-- I think I just created two levels on top of each other, but that's OK. That's not the point. Notice what happens here. All those views were created using each of those view types. And because your project browser typically sorts somewhere on view type, they're all dropping into the proper kind of folder, if you want to call it that, in project browser. Does that make sense?
And because of the way I set most of these view types up, if I go to, for example, one of these lighting plans, notice that it's got a view template already assigned to it. So when it created the view, it went out and grabbed the view template it was supposed to use for a lighting plan, assigned it to that view, and that's what this view is now dependent on.
Does everybody here know the difference between applying a template and assigning a template to a view? When you apply a template, you're taking those template.properties and applying them to the view, but the view is still independent from the template. You can still go make changes. If I've got this setup right-- and I don't remember if I did that or not-- in my working plan down here-- yes. No. Yes. Maybe. Yeah, the working plan, it applied the template, but it did not assign the template. Notice right here-- View Template is still set to none because in the working view, I want people to be able to turn things on and off, change the view, whatever they need to do to get done what they're doing. It's a working view. We're not going to plot it.
But any view that's going to plot I'm going to assign to a View Template. The View Template then controls pretty much everything, everything of importance. So if I go up to one of these other views that are going to be plotted like this one, notice that a lot of these properties are grayed out because the template's now assigned to it instead, and that's what's controlling it.
Now, if I go here and edit the template, if I click on where it says View Template here and click Lighting Plan and I edit that template, that will change the view. As a matter of fact, it will change every view that's assigned to that template. So suddenly, we decide, you know what? Our lighting plans for this project need to be plotted at half inch equals a foot. It's kind of crazy, I know. But if I did that, then I changed it in the template, all the views that are assigned to that temple would then update to half inch equals a foot. So now I'm making sure that all of my views are standardized for plotting. Does that make sense?
So how do you create a view type? It's real simple. You simply go into an existing view, like maybe this one here, and I'll go up to the Edit Type button here. I'll duplicate whatever type that it's on-- Joe's Type, whatever that is. And then I'll say whenever I create a new view with this view type, use the architectural plan template and assign the template. Make them dependent or not. Check that on or off if that's what you want to have happen.
So now, if I now create a new plan view, I'll see Joe's Type right there. Those views now are that type of view, which is an architectural discipline, and the view template is assigned to them. It's that easy. So now what I'm setting up views, it's real simple. I just go through there and for every level, just pick the view types that I want, let it create the views. It's going to assign the template or not, depending on how I did it. And then the only thing left I had to do is rename all these. That's going to take a few minutes, but not nearly as long as the rest of the stuff was.
And I can speed this up, too. Does anybody here know Dynamo? I'm not turning this into a Dynamo class, but just let me give you some food for thought here. Little example of why you might want to at some point learn Dynamo. I'm going to open up another file. This time I'm going to open up an architectural project. So again, I'm an MEP engineer. I know I've got all these plans that I've got to create, but it's always the same. I'm always doing the same plans with the same settings, et cetera. It's one of my standards. And so if I can just get the architectural levels, I know what levels I need, and then I can assign the plans to them from that.
So what I'm going to use is I've pulled up the architectural model, and I'm going to go to Dynamo. And all I'm going to do is load a Dynamo graph that reads all of the level information from the architectural model and dumps it to an Excel spreadsheet. So I'm going to go ahead and open up that graph. And don't worry. I'm not going to try to explain what it's all doing here. That's not the point here. But I'm going to tell it the Excel file that I want to write to. So I'm just going to call this one Arc Levels, and then I'm going to run it.
There we are. So it took the level names. It took the elevations of each level. And then I had it add, in each one of these columns, for each view type that I need, what do I want that view name to be? So now I've got that stored away in an Excel spreadsheet.
I'll get out of Dynamo, get out of the architectural project because the architects don't want us messing with their models. I wouldn't want that. And then I'm going to start my MEP project. Now, I've actually got one started here. This is based off of a slightly different template. In this project here, I have no plan views at all. I've got one level here that's just a place holder because Revit won't let me have a project that doesn't have levels.
Now I'm going to launch Dynamo again and use a different graph. And this one's going to read from that same Excel file. So I'll just browse to the Excel file that it created and run it, and say, no, I don't want to rename the corresponding levels and views. So now I've got my levels created, all the levels exactly where the architectural levels were.
But notice over here I now have all of my views with the templates assigned to them. And the key here is I'm still using view types and view templates. I'm just taking it one step further now a Dynamo to automate the assignment of the view types and the view templates and the renaming of the views. I'm ready to start work. So this to me is a really good example of day-to-day use of Dynamo. I'm not trying to turn this into a Dynamo class. I just wanted to show you that next level.
You don't have to use Dynamo just to make a building twist and warp and things. You can do it to solve everyday problems. And this is a really good one, especially for those of you that have to create those multiple plan views with multiple settings. Any questions on any of that?
Let's talk about work sharing. How many of you all do work sharing? Almost everybody. If you've got to have two people on a project, you're doing work sharing. What do we answer here? This is a situation where I decide, nah, I don't want to save anything. I'm going on a cruise on Monday. I don't even know what I've been doing for the last three hours. So I'm just leaving.
What do I want to say here? Relinquish, thank you. You passed. Don't keep ownership. Now, caveat there. There is an Autodesk recommended workflow for working offline with worksys. They call it working at risk. That should tell you something right there. Thank you. Don't do that. Just relinquish elements and work sets, period, end of story. This shouldn't even be an option as far as I'm concerned.
Did I mention at the beginning of the class I'm very opinionated? And as I get older, I get more opinionated and I care less about what other people think about my opinion. So I'll apologize in advance. But I'm serious. This shouldn't even be an option. You should just relinquish.
So backups. By default, when you're in a work sharing project, it wants to create 20 backups of your project. And so a lot of people go, oh my god, that's way too many. I don't have that much disk space. I want to go shorten that to two. You answer the question here because when the time comes that you need to restore a backup because you've got a corrupted central file because maybe you weren't doing something I'm going to show you what to do later, you might need to go back more than two backups to get something that isn't corrupt. So I would leave that at 20, frankly. IT managers everywhere are freaking out,
So this is another one, ownership of objects. Now, this is Autodesk's fault, by the way, right here. This is misleading. People think that to make something editable, I've got to make this yes. No. If you make this work set yes, editable, you've just checked out that entire work set. You own it all. And if anybody else needs to edit anything on that work set, they've got to ask you for permission and you've got to give them permission. And guess what you're going to be spending more of your time doing than working on your project-- dealing with work set permissions and granting access.
This should, in most cases, be set to No. You borrow things on demand. You pick an object in a work shared project to edit it, as soon as you pick and say model or move or whatever, it checks against the central file. And if nobody else is editing that object, it just gives it to you. That's it. You don't need to worry about it. And if someone else is editing it, it'll tell you who's editing it, and you can place a request to tell him you need to edit it. And they can do whatever needs to be done to make it available to you. This is the way to work. Leave this set to No unless you've got a really good reason for checking out an entire work set, other than just to hoard it.
So this terminology is leftover from back when I considered work sharing to be something that really wasn't viable because before we had the ability to borrow, you had to check our work sets, and people spent more time managing work sets than they did actually working. Autodesk finally fixed that when they purchased the product and introduced borrowing, but they didn't change the labels here. This should say Checked Out, and you want that No. Over here, that should say Check Out, Check In.
So don't let the labels fool you. I don't know why they haven't changed them. I've done a little bit of programming in my past, and I know how hard it is to change the label on a button in a dialog box. It ain't a big deal. Anybody from Autodesk here? Listening?
If you need to move a central file-- you got a new file server, you're retiring the old one-- don't just move the file. Because if you move the file, you're going to get this. It's lost. It doesn't know where it went. You try to create, you try to open up one of your local files, which I wouldn't do anyway-- we'll get to that in a minute-- it's going to say, I can't find the central file. If you open the central file to do anything with it, it's going to give me the same message. It's totally confused.
Instead open the file from its current location, detach from central, but use this option to preserve work sets so that the next time you save it, you do a Save As, it will now be a new central file in the new location. But it'll know where it is. It won't be confused. If you've already moved the file and you're getting that warning message, do the same thing. Go to the file that you moved, open it up with detach from central so we'll be trying to look for itself, and then do a Save As.
AUDIENCE: [INAUDIBLE]
MATT DILLON: Hold onto that. Hold onto that. Good question, but hold it because that's my BIM 360. We'll get to that in a minute.
So here's some something that very few people do. It doesn't take very long. If you do it, you're going to save yourself a lot of grief down the line in a project. We get calls sometimes where a central file, a work shared project is just acting goofy. It's just being wonky. That's the best way I can describe it. Nothing consistent, it's just weird stuff going on.
And the first thing I'll ask them, I'll say, well, have you done any maintenance on the central file? What do you mean? OK. So first thing you do is you make sure all the users are out of the project, and then you open the central file directly. You don't create a local file. You open the central file directly and turn on Audit. Audit Is going to scan the file for any corruption and hopefully fix it. It does a pretty good job, unless you let it go too long.
Purge if you want. So that's a good opportunity to go through there and maybe purge some of those groups that might be hanging out that you don't need anymore, do some cleanup. And then do a Save As. And when you do a Save As, you go to the Options and you choose the option to Compact the File and then make it a new central file after the save. And I've had cases where people have done this-- this is kind of what it looks like. So you do a Save As, Audit. You're not creating a new local file. Don't detach. So Audit, don't create a new local file, then do a Save As. You go to Options and you choose those options right there.
I've seen cases where someone was working on a project for, like, nine months and started acting weird. I had him go do this and it actually brought the file size down by half of the central file, and suddenly everything was working fine. I would do this once a week, once a week.
Now, when you do this all your users have to create a new local file. That shouldn't be a big deal because I would recommend you create a new local file at least daily. And a lot of firms have a procedure where, no, you never open your local file. Every time you got to work on that project, go to the central file, let it create a new local file. That's the way I would work. If you're worried about overwriting the existing one, well, fine. Just put a time stamp on it and you still have that backup. Yes ma'am?
AUDIENCE: [INAUDIBLE].
MATT DILLON: So the question is, after you've done that maintenance on the central file, they open up their local file? It won't see the central file. They'll get a message saying, sorry, can't find the central file.
AUDIENCE: Even though [INAUDIBLE].
MATT DILLON: It could be the same name, could be everything. It may not say it can't find it, but it will give them an error saying, look, you can't work with-- you've got to create a new local file.
AUDIENCE: Do you lose backups [INAUDIBLE]?
MATT DILLON: No. If you append the timestamp, that backup folder for your local file will stay there as well.
AUDIENCE: No, I don't mean when you do [INAUDIBLE].
MATT DILLON: Well, you don't lose the backups. You're creating a whole new set of back-- when you do the detach, you're creating a whole new set of backups, but the original backups are still there.
AUDIENCE: [INAUDIBLE] maintenance [INAUDIBLE].
MATT DILLON: No, no. As long as you're saving it back on top of itself. Yes?
AUDIENCE: [INAUDIBLE] when they go to create a new file, not to double-click when they're in Revit, [INAUDIBLE]. Sometimes I'll create a new local file. So if you double-click too fast, it's going to open the central [INAUDIBLE].
MATT DILLON: So the comment is, when you're in that file open dialog box, don't double-click on the file. Click on the file and Open because you don't want it to accidentally open the central file. That's a good suggestion.
So cloud work sharing-- the first thing I'll say is publish early, publish often. Anybody going to be in my BIM 360 class tomorrow? And there's other classes out here as well. I'm sure they're teaching the same thing.
So in Revit, you're synchronizing to the-- how much time? OK. You're synchronizing to the central file regularly in Revit. And even when you're doing cloud work sharing, you're synchronizing regularly and you do have those synchronized versions up on the BIM 360 site. This doesn't matter whether you're in team or in design.
But they're not exposed. What you're looking at in the viewer up there on the browser is the last published version. Well, if you're not publishing and all you did was initiate cloud collaboration Revit, and you just started cruising along and you're working in Revit, blah, blah, blah, and you're synchronizing like crazy. And three weeks later, you go up to the browser to see what you got, you're going to see exactly what you had that first time you uploaded the file. It's like, where are all my changes?
Well, it's because it's not exposing all of those-- every time you synchronize it, you don't want it creating a new version because think about how many times you synchronize in a day. And then multiply it by how many people are working on the project. So in order to increment the version and make it visible in the browser, you have to publish it. The reason why this is important is where are your backups? Because your local files, when you're working in a cloud work sharing environment, you don't really have the same kind of local file that we have with regular work sharing. Your local files are what we call collaboration cache files, which are Revit projects, but they're buried in a folder, which I won't bother to go to right now, and they've got these encrypted names that you will never figure out what those projects are until you open each one to take a look at it. And you can open them up, but you're going to have a bunch to go through and open up.
So last resort, you might be able to use those for a backup if you need to. But if you're publishing, you have a backup because you can increment this version. Oops, went ahead too quick. So this is version 2. Well, I can-- there's a little dot dot dot to the side of this that you don't see. You can click on that say, I want to look at the previous versions. And you can go to a previous version, say make that the current version. That's your backup. If you're not publishing, you're limited as far as what you can do to restore backups.
So when you publish, the process looks like this. In Revit, in the Collaboration ribbon, you go to Publish Settings. You choose the views that you want to publish and you define them as a set. And then once you've chosen the views, you synchronize to the central file. I don't indicate that here, but after you do this, you need to go and synchronize one more time. Once you've synchronized, then you go to Manage Cloud Models, you go to your project, you publish that file. And in a few minutes-- it takes it a few minutes to process-- that will be incremented to the next version. You'll see your 2D viewables here, your sheet, your 3D viewables there, and you'll be looking at the current version of the project. I would do that at least daily, at least.
So you had a question on the cloud work sharing.
AUDIENCE: [INAUDIBLE]
MATT DILLON: Oh, you're talking about for the maintenance? That's a little more problematic here because the only way to do that maintenance here is actually download the file, do the maintenance, and then re initiate cloud collaboration, which I don't know if I would do that. So here I kind of take a pass on the maintenance. But I definitely publish daily. Yeah. So sorry, question?
AUDIENCE: [INAUDIBLE]
MATT DILLON: Yes, you can still do Audit, yes. Good point. So I would at least maybe do an audit every few days just to make sure you're-- good, good. Point
So that pretty much wraps it up The only thing I want to point out is a lot of what I've been talking about, a lot of what I've been saying is right out of this document right here. This is an Autodesk-published document. You can just do a search on Revit Model Performance Technical Note, and you'll find it it's about 30 pages of really good information. A lot of what was in this presentation came from that.
So just some key points-- again, I think we beat that into the ground. Link, don't import. And for God's sake, if you do import, don't explode.
Pay attention to your warnings. Now again, you're not going to get rid of every warning. It's not going to happen. But that should be the goal. Get as close to that as you can.
Do the Publish and Acquire Coordinates. Don't move your project to accommodate a CAD file. Move the CAD file to accommodate your project, and then acquire coordinates and take it from there. Everybody, including yourself, will thank you for that.
Limit the use of groups, design options, constraints. Yeah. You know what? I don't know if I even mentioned the nested families. But if you don't have to have a nested family, don't have a nested family. Again, if you have to do it, then do it. God, I can't stress this enough. Make sure you're using view templates and view types, but especially view templates. That's a huge time-saver.
And then the word sharing stuff-- object ownership, don't hoard. That should be the rule. Just don't hoard things. You don't own anything. You're borrowing.
Do the central file maintenance as best you can, and on the cloud worth sharing don't forget don't forget the importance of publishing. And with that, I will open it up for any other questions. We've got, like, two minutes. I'll stick around afterwards if you want to talk out in the hall. I'll be happy to stick around. But if those are you-- if you need to leave, thank you for coming. Hope you enjoyed it.
[APPLAUSE]
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