Managing Large Projects in Revit

MANAGING LARGE PROJECTS IN REVIT ARCHITECTURE FROM EARLY DESIGN PHASES TO DETAIL DRAWINGS

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Goal:

* To share tools for coordinating large projects

in Revit, from early design phases to detail

drawings, while simultaneously balancing between flexibility + adaptability and

discipline + systems.

+

MONARCH

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Jody Lee Potvin-Jones

|

2014.03.19

|

VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

MONARCH | Jody Lee Potvin-Jones | 2014.03.19 |

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Overview:

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Overview:

Project Phase Description/ Milestones

Level of detail

IDEAL SCENARIO

Revit best practices

REALITY CHECK

Expected deliverables

Possible challenges

Requirements

Troubleshooting Solutions Workarounds

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

An architecture project:

In theory:

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

An architecture project:

In practice:

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

|

VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

MONARCH

flexibility + adaptability

discipline + systems

• Support the creative process

• Provide reliable data

• Allows trial and error

• Deliver accurate geometry

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Context and Initial Setup:

What is a large Revit project?

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

|

VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Context and Initial Setup:

What is a large Revit project?

That depends.

For one team, a large Revit project can mean this:

... and for another team it can mean this:

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Context and Initial Setup:

Generally, one or more of these conditions apply to large Revit projects:

• Large amount of m2.

• Collaboration with several teams and stakeholders.

• Certain level of complexity.

• Focus on the “Information” part of BIM.

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Østergaards Vej, Horsens, Denmark

People:

People have a bigger impact on the project than any other part of the BIM process.

Culture

MONARCH

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Jody Lee Potvin-Jones

Roles

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2014.03.19

Organization

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

People:

People

Processes + Workflows

Technology

The Revit coordinator plays a critical role

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Rule for model coordinators:

*

On large Revit projects it is always better to plan ahead than to fix later.

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

BIM Execution Plan:

A BIM Execution Plan is an essential tool in planning the projet.

It provides a framework that anticipates decisions, and can be used as a reference to settle problems throughout the project.

It should include: • • • • • • • • • •

The Design Authoring environment and workflow Cost Estimation Design Coordination Project information Uses of the Building Information Model Requirements for model maintenance and keeping healthy project files How information is exchanged between teams Requirements for the model data Procedures for collaboration Structure of the building information model and team responsibilities.

Harlan Brumm Autodesk Inc.

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Project Revit User Guide:

On large Revit Projects, it is a good idea to gather all the internal project information in a document that can be shared with all team members.

It should include: • • • • • • • •

A list of all Revit models A description of how worksets are used A description of the Project Browser organization Positioning and file linking information Step-by-step standard workflows Step-by-step special workflows Resources A quick reference “cheat-sheet”

* All new team members should read this document before opening Revit.

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Templates:

A good Project Template can save a lot of time and energy on a project. It can also ensure consistency between models on a large project with multiple files, and reduce the amount of coordination between the models.

* On a large project requiring a large amount of families, it may be necessary to

create new Family Templates.

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Dividing the model.

Large projects often need to be divided into several models in order to accomodate: • Many users in the files.

• A heavy model - though not necessarily a large file size.

• Team members in a different geographic location-

!

Before dividing a Revit model into several models, remember that it is much easier to divide a model than to reassemble two models.

Consider the consequences, and divide the models in a way that will

remain relevant throughout the project in terms of geometry, current and future workload, amount of users in the files, etc.

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Schematic Design:

“

MONARCH

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During the first phase—schematic design—an architect consults with the owner to determine project goals and requirements. Often this determines the program for the project. [...]

During schematic design, an architect commonly develops study drawings, documents, or other media that illustrate the concepts of the design and include spatial relationships, scale, and form for the owner to review. Schematic design also is the research phase of the project, when zoning requirements or jurisdictional restrictions are discovered and addressed. [...]

Jody Lee Potvin-Jones

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2014.03.19

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”

VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Expected deliverables:

“

MONARCH

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Schematic design often produces a site plan, floor plan(s), sections, an elevation, and other illustrative materials; computer images, renderings, or models. Typically the drawings include overall dimensions, and a construction cost is estimated. [...]

Jody Lee Potvin-Jones

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2014.03.19

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”

VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Level of detail:

The focus is on geometry, layouts, and eventually placing openings (doors, windows).

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Requirements:

• Ability to test multiple layouts without committing • Extract areas from the models • Extract preliminary quantities from the model

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Revit Best Practices:

Linked models on their own workset Begin with a generic model Position project correctly

*Maintenance: • • • • • •

Purge Unused Audit Monitor and resolve warnings Save As (with new name) – New Local files – delete old.

Monitor Project Size and Family Sizes Compact

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

|

VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Possible challenges:

What can go wrong?

How can the problem be addressed?

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Design Development:

“

MONARCH

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Design development (DD) services use the initial design documents from the schematic phase and take them one step further. This phase lays out mechanical, electrical, plumbing, structural, and architectural details.

Typically referred to as DD, this phase results in drawings that often specify design elements such as material types and location of windows and doors.

The level of detail provided in the DD phase is determined by the owner’s request and the project requirements. The DD phase often ends with a formal presentation to, and approval by, the owner.

Jody Lee Potvin-Jones

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2014.03.19

|

”

VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Expected Deliverables:

“

MONARCH

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Design development often produces floor plans, sections, and elevations with full dimensions.

These drawings typically include door and window details and outline material specifications.

Jody Lee Potvin-Jones

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2014.03.19

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”

VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Level of detail:

The model becomes more accurate - building components are more clearly defined.

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Requirements:

• • • • • •

Represent the project according to firm’s graphic standards Ability to test multiple layouts without committing Increase level of detail progressively Extract quantities of materials from the models Extract room data (areas, components, etc.) from the models.

Internal Revisions using Breadcrumbs

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Revit Best Practices:

Gradually replace generic families with more detailed familes Use worksets efficiently Use design options

*Maintenance: • • • • • •

Purge Unused Audit Monitor and resolve warnings Save As (with new name) – New Local files – delete old.

Monitor Project Size and Family Sizes Compact

MONARCH

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Jody Lee Potvin-Jones

|

2014.03.19

|

VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Possible challenges:

What can go wrong?

How can the problem be addressed?

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Construction Documents:

“

MONARCH

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Once the owner and architect are satisfied with the documents produced during DD, the architect moves forward and produces drawings with greater detail.

These drawings typically include specifications for construction details and materials.

Once CDs are satisfactorily produced, the architect sends them to contractors for pricing or bidding, if part of the contract. The level of detail in CDs may vary depending on the owner’s preference. [...]

Jody Lee Potvin-Jones

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2014.03.19

|

”

VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Expected deliverables:

“

The construction document phase produces a set

of drawings that include all pertinent information

required for the contractor to price and build the project.

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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”

VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Level of detail:

Building components have defined materials and are built accurately - finishes andfurnishings, and fixtures are added to the model.

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Requirements:

• • • • •

Represent the project according to firm’s graphic standards Navigate between final design adjustments and detailing Increase level of detail progressively Extract accurate material quantities from the models Find appropriate balance between 2D and 3D

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Revit Best Practices:

Detail draw details in Revit Use keynotes for annotating details Use detail items Do not over-detail in 3D

*Maintenance: • • • • • •

Purge Unused Audit Monitor and resolve warnings Save As (with new name) – New Local files – delete old.

Monitor Project Size and Family Sizes Compact

MONARCH

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Jody Lee Potvin-Jones

|

2014.03.19

|

VIA University College, Chr M Østergaards Vej, Horsens, Denmark

Possible challenges:

What can go wrong?

How can the problem be addressed?

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Practice:

20 min Teams of 4-6 SCENARIO: You have just been given the role of Revit model coordinator of a large project: The project is 60 000 m2.

The project geometry includes curved and irregular shapes.

The team of 12 consists mainly of first-time Revit users, but two have worked with Revit before, and one is a strong user.

How would you begin?

Can you anticipate challenges?

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

Conclusion:

People Communication Collaboration Thinking ahead

MONARCH

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Jody Lee Potvin-Jones

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2014.03.19

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VIA University College, Chr M Ă˜stergaards Vej, Horsens, Denmark

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Thank you!