Safely Accepting the Primary Option

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For proper pin and project management, it's strongly advised that once a client accepts an option,

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that you get rid of all the other options from the model, and just keep the primary option.

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In this video, I'll show you how to make a backup of your model for archival purposes that includes all the options.

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And then in our main design model, we can safely get rid of all the other options no longer required.

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In Revit, we're going to change things up a little bit to show you how to make such a backup copy.

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Now, we're not going to open the recent files like we did previously

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because we want to make a copy of this architectural model, for archival purposes.

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So therefore, go to the "Open" button, browse out where our projects reside, go to the proper folder.

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And here is the model that we've been working on.

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Rather than double clicking and opening it, I want to detach that from central. Now, I can click on "Open".

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I want to detach and discard the work sets because it's an individual model and no longer requires work sets,

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and it opens up to that 3D view that we had assigned earlier for the starting view.

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Okay. Now we can save this as a standalone project.

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So I go to my Application menu pull down, and click the "Save As".

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And we want to save it as a project. I do have a submittal folder already created.

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So I double click on that, and let's make another folder within this.

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And we'll call the design options. Double click into that, and let's call it Roof and Front Options.

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We already know from the folder name that there are design options, and click on the options button,

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and let's set the maximum for file backups to one, and click save.

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Now, I realize that IT makes a bunch of backups of our files Revit creates some backups, but this is different.

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This project has been archived for audit trail purposes. How I can close out of this?

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By hitting Control W, and I'm back to my most recent files.

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I'm gonna click on my architectural model like I did previously, it's a central model.

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We want to override our existing local copy.

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Now, another thing we need to do is to reset our starting view by going to the manage tab,

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manage project starting view, and we select under sheets, sheet 00 startup.

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OK. Now, if we've created an archive copy of this project, we've reset the starting view.

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Now, all that remains is to accept the various design options, for the building front,

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the client agrees with this, that the primary should be the fancy sign.

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So I click on building front, and I accept my primary.

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I get a warning telling me that various elements and views might be deleted when I accept the primary,

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and it tells me that the design option DO-front-red view is going to be deleted.

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So I click on delete. That option set disappears.

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Now for the garden roof, the client disagreed with us and liked the red roof the best.

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So I click on red roof. I'm gonna make that primary.

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I go back to my garden roof and I accept the primary, and again, two views are going to be deleted,

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that are no longer in use.

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So we select delete. Now, I have no more design options.

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I can close out of this, and I can save the project, and we're good to go.