Design Review - 2D Annotation (7:04 min)

00:01

Now we're gonna look at how you can create 2D Generic Annotation Family specifically for the Design Review Process.

00:08

Now, the one downside between using text and dimensions is that I can't really schedule it.

00:13

I don't know how many notes or how many dimensions or how many questions there may be in the model.

00:19

I'll have to go through all the review views and check that.

00:22

Now, another way I could do this is that I could create a Generic Annotation Family, and I could insert that as a comment into the view.

00:32

So, in order to create the Family, I would go up to "File", "New", "Family".

00:38

And then I would choose an Annotation Template. And the template I want specifically is the Generic Annotation.

00:45

So, I'm gonna click "Open". And now I can go ahead and create that Generic Annotation.

00:51

Now I have a family that I'd already created, so I'm going to switch over to that one.

00:57

And you can see here again, this is a Generic Annotation Family.

01:00

I have a box that defines the comment. And then I have some text here that says the Reviewer, Assigned To, Date and Comment.

01:08

So, there's four fields inside of the Comment.

01:12

Now, if I click on this element, this is a label. I'm going to click "Edit Label".

01:17

And you can see I have a number of Custom Parameters that I created specifically for this annotation.

01:23

I'm going to click "Assigned To", and I'm going to edit the parameter. And you can see that it is of the Text Type Parameter.

01:32

It's grouped under Other, and it's set to the Instance.

01:35

So, each instance of this comment family that gets inserted can have a different Assigned To,

01:41

can have a different Date, can have a different Reviewer.

01:44

I'm gonna click "OK".

01:45

I added most of these parameters over into the label, and I made sure to check the break checkbox after each so it ends up on its own line.

01:54

And then I'm gonna click "OK".

01:55

So when I insert this family into a view, I can go through and I can update the parameters,

02:01

and add the Reviewer, the Assigned To, all that particular information.

02:05

Now, another thing I did is I added this urgent text.

02:09

So I'm gonna go over to my Family Types and you can see that there's two types in the family.

02:14

One is called Normal, one is called Urgent.

02:17

And you can also see that there's a visibility parameter, a Yes, No parameter here called Is Urgent.

02:23

So, this text has a visibility parameter applied to it,

02:28

so the urgent text is visible if the Is Urgent check box is checked.

02:36

And these are set at the Type Level, so I can choose that this is a normal comment or it's an urgent comment.

02:43

And you have a lot of flexibility inside of your Generic Annotation.

02:47

You could color code the comments. You could add different categories.

02:52

You could add different texts to appear based on specific criteria.

02:57

So you can design these comment blocks however you want.

03:01

I'm gonna go ahead and load this into my project, and then I'm going to switch to my Floor Plan View and place one of them.

03:08

So, I'll scroll in the Project browser to the Families Category.

03:13

And under Annotation Symbols, my tag is called Review Tag.

03:19

And I'm gonna zoom out a little bit and let me place a normal tag.

03:23

I'm just gonna drag it right here,

03:25

and I can click on it now and I'll say the Assigned To and the Comment is Check Room Equip.

03:38

And the Date will be, and then the Reviewer, I'll use my initials here.

03:47

That's the information that gets at it.

03:49

And again, I'm using a red color, so the label and the text and the lines inside of that Generic Annotation Family are red.

03:56

So, it jumps out and it's very visible on the view.

03:59

I can also click on the element, and I can choose to add a leader.

04:04

So, I'm going to add a leader so I can point specifically to which room I want.

04:09

And if I select that family, I can edit the type and then I can choose a specific leader Arrowhead.

04:16

So, in this case, let's use Dot Filled, I click “OK. And then here's my note.

04:22

So, it's very clear what I'm talking about.

04:24

So, I'm gonna go ahead and add an Urgent tag now and let's add that,

04:31

I'm going to again filled this out, so Assigned To.

04:35

So, I'll add a couple leaders here,

04:38

right there and now I just need to edit the type and set the Leader Arrowhead.

04:46

Here we'll do Filled 30 degrees, so I can have a different Leader Arrowhead for the different comment type.

04:52

So, now this one shows up as being Urgent.

04:55

Now what's nice about using the Generic Annotation is that I can create what's called a View Note Schedule and I can schedule these.

05:04

I can see when a Review Tag has been added to a view.

05:08

I'm gonna go ahead up to the View ribbon and I'm going to click on Schedules.

05:14

And then create a Note Block Schedule.

05:17

I'm going to choose a Note Block Schedule based on my Review Tag. I'm going to click "OK".

05:24

And I want to add all of these parameters. I leave the Is Urgent one because that will get picked up by the type.

05:34

But I'll add the Assigned To, Comment. We'll actually remove the count and all of that here.

05:41

So I click "OK", and now I can see the comment. I will change the name to Review Notes.

05:49

And I can see the type which is important, cause I would want to highlight or I could group by urgent notes,

05:54

so those need to be taken care of first.

05:56

Or I could group by the other different types of notes that I have, so I can categorize it and then I can see this itemized list.

06:04

Now, what I could also do is I'm gonna go to my Start View and I'm gonna add this Schedule to my Start View.

06:13

Add that right here. That way, whenever anybody opens the model, they will see those review note.

06:19

I can always go back to the Schedule, and I can click on one of the notes and then select highlighting model,

06:26

and that will pull me right to where that family has been placed.

06:32

Alright, now it's your turn. Go and create a 2D Generic Annotation Family for review comments.

06:38

Include Reviewer, Assigned To, Date and Comment fields as well as any other fields you think would be useful.

06:46

Then add different types to the family to differentiate the comment status.

06:51

Place the family in a Review Floor Plan in the model and fill out the family fields.

06:56

Lastly, create a Note Block Schedule for the Review Family and add it to your Start View.