Category Archives: Project setup

New Project Setup – our way

I am writing this blog entry more as a step-by-step tutorial for myself. The methods here may not match your company standards, so caveat emptor. This is in response to my recent ‘baptism by fire’ into project setup. My first one took what I thought was an extraordinary amount of time to set everything up and I needed make sure that I documented the steps somewhere, so this it. I will list the step-by-step instructions on how WE set up a new project. You can follow along if you like 😉

Architectural Revit Model

It all starts here. We base our project sheet layout basically like the architect as they are the ones we need to please in order to get more work. They (and I agree) like to see consistency throughout the finished project sheets.

  1. Open the Architectural model from the received folder. Ensure that the Worksharing ‘Detach from Central’ is CHECKED.
  2. Print all the Architectural Sheets for later use.
  3. From the Manage tab, click the Manage Links tool. Click through the tabs and delete any entries. Click OK
  4. Still in the Manage tab, click the Purge Unused tool. Click OK.
  5. From the Revit ‘R’, click SaveAs > Project. Navigate to the 01_CADD\BIM\Models folder. The naming convention we use is: ProjNo_v12_ArchName_Mech. the v12 shows that the project is in Revit MEP version12. Replace the existing model if prompted to do so.
  6. Close the Architectural model.

The Architectural Model is now ready to be used. Note: The above steps also apply for when the Architect updates their Revit Model. This will also apply to other disciplines (Structural, Electrical).

New Project Creation – Linked

Now we will take the newly imported model and use it in our new project.

  1. From the Revit ‘R’, click New > Project.
  2. In the New Project Dialog, make sure the Template file is pointing to the correct place (It should be set as default). Click OK
  3. From the Insert tab, click Link Revit. Navigate to the newly created Architectural model as we did above.
  4. Ensure the positioning is set to ‘Auto – Origin to Origin’ and click the Open button.

The architectural drawing is now linked into your new project.

New Project Creation – Copy/Monitor

We want to create a section so that we can Copy/Monitor the Architectural levels.

  1. Open a typical Architectural Elevation. If there is none, go ahead and create a section through the architectural building so you can see the established levels.
  2. From the Collaborate tab, select the down arrow next to Copy/Monitor and select ‘Select Link’.
  3. Pick an Architectural level to activate the tool.
  4. From the Copy/Monitor contextual tab, select Copy, and then select the Multiple check box.
  5. CTRL-Click the Levels you wish to Copy/Monitor. Then click the SMALL finish button (next to the Multiple check box).
  6. Re-select the Copy/Monitor contextual tab (this seems redundant, but I guess that’s how Revit MEP works), and click the Finish tool (the one with the green check mark)

You have now Copy/Monitored the linked Architectural sections. The advantage of this step is that if the Architect happens to make a change in elevations, it will automatically be reflected on our MEP drawings when we get the updated model.

New Project Creation – Cleanup/Creation

This is (in my opinion), the most tedious part of this whole process. We are going to drill through the linked Architectural model and get rid of things that we, as MEP don’t care to see; things such as their notes, symbols, legend, sections, etc. we the are setting up views to match the Architectural plans (remember, entire project consistency is the key here).

  1. We have to have at least one Architectural floor plan, so don’t get too delete-happy. 😉
  2. Delete all sections, elevations, schedules, notes, legends.
  3. Delete all but ONE sheet. We will need the title block for later steps.
  4. Open the Architectural Level 1 Floor Plan.
  5. Right-click on the name in the Project Browser and apply the view template. In this case, It will become a Level 1 Mechanical Plan (HVAC, Mechanical Piping). Compare the scale to that of the Architectural and adjust accordingly.
  6. Enable the Show Crop Region and adjust the region so that it is similar to the architectural plans (the ones that we printed out earlier).
  7. Hide the crop region.
  8. Repeat steps 4 – 7 for all other plans that you anticipate you will need (such as Demolition, Plumbing, Fire Protection, etc.). Set the view template accordingly too.

Sheet Setup

Now, we are going to set up our sheets (what will be printed). Here , it is very important (for our firm) to have the plan sheets, no matter if they are Architectural, Electrical – what have you; all look the same – that is, the same plan view show in the similar location on the sheets.

  1. Open up the Architectural Sheet family. We need to add our logo to the sheet and make it a Mechanical sheet.
  2. Navigate to the location where the logo is and drag the family onto the architectural sheet family.
  3. Load the Architectural sheet family back into the project, overwriting any settings (we want our logo to be a “permanent” part of the sheet. It may prompt you where to save the project if you have multiple projects open.
  4. Back to our sheet that was brought in via the template, We will bring in all the information that the Architect has set up on the sheet; such as Name, Address, etc. On the Manage tab, select the ‘Transfer Project Standards’ tool.
  5. In the Select Items To Copy dialog, click the Check None button. this clears all of the entries. We are only interested in a few of them.
  6. Click the Phase settings, Project Info, Viewport Types check boxes and click OK.
  7. From the Plans created on the Project Browser, click on the corresponding Plan and drag it into the sheet. Line up similar to the way Architectural has their sheet set up.
  8. Repeat for all other sheets.

That is basically how we set up our new projects. As I mentioned from the beginning, you methodology/standards may vary. If you suggestions that might streamline the process, or any comments in general, I welcome them. If you’ve made it this far in reading, I thank you. 🙂