Tips for setting up a Revit® Project
The following instructions are to help with setting up you Revit model. It is not intended to teach
you how to use the software.
The steps include:
Page #
01 – Setting up the Z: Drive........................................................................................ 2
02 – Linking Models .................................................................................................... 2
03 – Setup Levels ........................................................................................................ 2
04 – Creating floor plans ............................................................................................ 2
05 – Creating Sheets ................................................................................................... 3
06 – Creating Close Out View .................................................................................... 3
07 – Creating Worksets .............................................................................................. 3
07 – Saving to Central ................................................................................................. 5
08 – Working on the Local Copy ............................................................................... 5
09 – Saving to Central ................................................................................................. 8
10 – Items to look into................................................................................................. 9
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01 – Setting up the Z: Drive
1. One GB of disk storage is available to all students on AUSTIN DISK, austin.utexas.edu.
2.
First you need to enable your UT EID to access the server by going to
http://www.engr.utexas.edu/itg/data/312-students/ and selecting the 'Enabe; your
account" link.
3. After you enable your account, a home directory with 1 GB disk quota for file storage will
automatically be created for you on \\austin.utexas.edu\disk\engrstu\CAEE\your_eid. The
machines in the LRC will automatically map the Z: drive to this location every time you
log on.
4. Any files located on the Desktop or My Documents will deleted when you log off
5. Don't forget to log off when you're finished working in the lab.
02 – Linking Models
6. Start a New project using your disciplines default template for that version of Revit.
7. Save your new model in the location where all the files will be located.
8. Now to link a file in your new project, go to Inset Tab and then Link Revit.
9. Browse to the Revit model you want to link.
10. Change the position to Auto - Origin to Origin option prior to selecting Open.
11. Proceed to Open the link.
12. Select the linked model and Pin in place.
13. Set in Element Properties of the linked model: Room Bounding
a. The Room Bounding is a type parameter of the linked model. The feature must
be checked to support placement of the Space objects.
03 – Setup Levels
1.
If you have linked the model that has the levels set up in it. Create a section or doubleclick on one of the default elevation views within the default level 1. Then make sure your
level elevations match. This will help with displaying everything correctly.
2. If you would like to look into the Copy/Monitor feature that is up to you. Most real projects
will use his feature.
04 – Creating floor plans
1. When creating a floor plan understand that you cannot copy the level 1 floor plan and call
it level 2 and think you are done. When you create a Revit level is associated to that level
cannot be changed. Always start from scratch when creating new levels.
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05 – Creating Sheets
1. When you are ready to create a sheet, go to View and then Sheet.
2. Select a Title Block dialog box.
3. The title block will appear and a new sheet will be listed under Sheets (all) in the Project
Browser.
4. You will need to rename the sheet and sheet number.
5. To place a view on the sheet find the view you want in the Project Browser, left-click (and
hold). Then drag it over to in the sheet where you want it and release the left- click
button.
6. You can move it again if needed you can also delete it off the sheet but not out of the
project by selecting it on the sheet view and hitting the delete button.
06 – Creating Close Out View
1. To create a Close out View go to “View Tab...” select the “Drafting View” button.
2. Name it “Close out View” and set the scale to 12” = 1’ - 0”.
3. This will be the view you save to central and relinquish all ownership of the model.
07 – Creating Worksets
1. To enable Worksharing go to “Collaborate Tab...” select the “Worksets” button.
2. A “Worksharing” dialog box will open.
3. Click the “OK” button.
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4. A “Worksets” dialog box will open. Then Click the “OK” button.
5. Creating Worksets:
a. Click on the “New” button. Type the name of the workset and click the “OK”
button.
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b. The naming of worksets for this instance should be done by user name to keep
from any confusion. In the industry it is done several different ways such as
systems, floors, areas, names, etc…
.
07 – Saving to Central
1. Go to “File / Save As…” Select the “Options” button.
a. Set the Maximum backup: “5”.
b. Check the Worksharing: “Make this a Central Model after save” and “Compact
File”. If this is checked and grayed out that is ok.
c. Set the Open workset default: “All”.
d. Set the Source: “Close out View”.
e. Then click the “OK” button.
2. Save Internal Discipline Central file in the same “Model” folder on the Z: Drive.
08 – Working on the Local Copy
1. Open the correct version of Revit you are going to use. Then go to “File / Open /
Project”. By default the “Local Copy” will be saved on your computer. This is correct, do
not try and save it on the Z: Drive.
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2. Browse to the correct Central Model on the Z: Drive and then follow these steps prior to
selecting the “Open” button.
a. Make sure “Create New Local” is checked. If the file is not a Central file the
“Create New Local” option will be grayed out.
b.
Select the down arrow next to Open and choose “All Worksets”.
c.
Then select “Open”.
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d. If you receive this warning click the “Overwrite existing file”.
3. When working in the local copy, make sure you select the correct “Workset” before you
start working. In the Ribbon go to the “Collaborate Tab” and select the workset you want
to work on.
4. All “Worksets” should say “Not Editable”. You should typically become a “Borrowers”
and not the “Owner”.
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5. Make sure you switch “Worksets” when you are modeling work that goes on a different
“Workset”.
09 – Saving to Central
1. Periodically as you are working on the model it will ask if you want to “Save Locally” and
“Save to Central”.
2. All models need to be “Save Locally” every 30 minutes and “Save to Central” every
hour. This will help with minimizing loss of work.
***Before you save to central make sure everyone knows and no one
else is currently trying.***
3. To “Save to Central” go to the “Close Out View ”.
4. In the Ribbon go to the “View Tab” and click the “Close Hidden” button.
5. Go to “File / Save”. This will help with a recovery file if it crashes during the
“Synchronize with Central”.
6. Next in the Ribbon go to the “Collaborate Tab” and click the “Synchronize with
Central” button.
7. A “Synchronize with Central” dialog box will open. Check all the boxes except the
“Compact Central Model (slow)” check box. Then click the “OK” button.
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8. If you are done working in the model go in the Ribbon to the “Collaborate Tab” and click
the “Relinquish All Mine” command and “Close” the file.
10 – Items to look into
1. Routing Preferences.
2. The Analyze Tools.
3. View Range.
4. Filters.
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