Revit 2022: Project Management

Name: Revit 2022: Project Management
Author: Patrick Porter

Learn about more advanced approaches to project management in your Revit models

Preview the first lesson free — get full access to all 5 lessons.

Course: On-Demand

Hello, we are going to take a look at project management in Revit, and in this particular lesson, we're going to take a look at the Project Browser View Organization. Now before we get started, I'd like for you to note that I am using Revit LT 2022, so once you get that open, let's go ahead and follow along. Now, to start off, we're going to create a brand new project in Revit. So I'm gonna come over here under Models, click New and for create new, we're gonna create project, the template file I'm going to use is the Residential-Imperial template file. Just click on OK and while it's creating this template file, I would like for you to the project browser is already established and set to look a certain way. It has your views for your floor plans, the ceiling plans, it even has views for your sheets already listed out in here. We're gonna take a look at how to organize your views in this project browser, so to do this, you can do it one of two ways; with view all selected down here in the project browser, if you come over here to the properties pallet, you can click down on this arrow here for the browser views all and note that you can change to different view types. So if I change it to Discipline, notice now how the project browser has adjusted to now show it by disciplines, the views, let's come back up to the top, let's click this drop down and we can choose to show all that are not on sheets, so it's gonna show all of the views that are not yet on sheets and it's gonna show me these views, let's expand this, click back up in here and let's say we want it to show our views organized by Phase. So when I do this, under views, the only phase available is new construction and all of those views under new construction phase will be shown. Let's come back up here, choose from the last one, which is by type and discipline. So when I adjust it this time to type Discipline, it shows me the view types, which is floor plan types and then it breaks down to disciplines. Notice that as we made all of these selections, let's go back up here to all that under none of these, were we able to actually change the folders or the filters, see how folders and filters is still grayed out. Another way we can modify the view organization in the project browser is to come right down here on views all in the project browser, gonna right-click and we're gonna choose Browser Organization. When we do this, note that we are currently in the browser's views for Discipline and that is the one that is chosen when we open up this dialogue box for the browser organization. The selected one is going to be the one that is the one we're gonna modify while we're in here but the one that is checked when we close out is gonna be the setting that's gonna be applied when we close the dialogue box. So right now let's click on the Discipline one and let's click on Edit to take a look at it settings. In here, on the Filtering tab, there are no filtering done for the disciplines. Let's click over here on the Grouping and Sorting tab and you can see here that the groupings and sortings was set to by Discipline. I can change the group by to be any of these other parameters, we're gonna leave this as discipline and it's going to group them by discipline and currently is going to show all the characters for that discipline name. If I wanted to only show a few characters for that discipline name, I can then choose this option, and for example, if I wanted to be the first character of that discipline, I'll leave it at one and then let's go ahead and say, OK, just to take a look at those settings. So I'm gonna say, OK here, I'm gonna have Discipline checked and I'm gonna say OK here. Now when we come over here into our project browser, note, that it is showing us the views that are sorted by Discipline only showing the first character. If I click in here for A, these are for architectural, that may not be clear to someone who's not familiar with your setup, so let's go ahead and change that back. I'm gonna right-click over here, go to Browser Organization, make sure Discipline is checked, this as well as edit it and I can rename all of these or edit them all with the exception of all, when all is selected, you cannot edit or rename it or delete it but all of the others you can modify. So let's click back on Discipline, let's go back to Edit, let's go to the Grouping and Sorting tab and let's change this back to all characters, let's say OK, and let's say OK. So that was a look at your view organization with the project browser. Join me in the next lesson where we will take a look at project parameters.

Advanced Provider : Patrick Porter 5 Lessons · 29m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

This course on Revit Project Management is geared to show you how to efficiently manage your Revit project settings. We will introduce you to several settings to increase your ability to customize your project browser and ensure that your standards are applied throughout your project. Also, you will learn to clean up your project to better manage your project’s size.

We’ll start these lessons by teaching you how you can configure your project browser view for better organization. You will then be introduced to customizing your projects with project parameters. You will also learn to customize your project browser’s sheet heading using a project parameter. Following this, you will learn how to purge your Revit projects of all the unused items, relieving some of the project’s bloat. Finally, you will discover how to transfer project standards from one Revit project to the another to make your work more efficient and to avoid potential errors.

What You'll Learn

Organize your project browser view for better project organization
Customize your project using project parameters
Configure your project browser sheet heading with a project parameter
Purge your Revit project of unused items to reduce project bloat
Transfer project standards from one Revit project to another

Key Takeaways

The course shows how to efficiently manage Revit project settings and apply standards consistently throughout a project.
Configuring the project browser view and using project parameters help improve project organization and customization.
Purging unused items helps relieve project bloat and better manage a project's size.
Transferring project standards between Revit projects makes work more efficient and helps avoid potential errors.

Frequently Asked Questions

What does this Revit 2022 Project Management course cover?

It covers managing Revit project settings, including organizing the project browser view, customizing projects with project parameters, customizing the project browser sheet heading, purging unused items, and transferring project standards from one project to another.

What skills will I gain from this course?

The course is associated with skills including Build Management, Design Management, Project Management, Project Management Software, Project Portfolio Management, and Project Management Certification.

How can this course help reduce my Revit project's size?

It teaches you how to purge your Revit project of all unused items, relieving some of the project's bloat and helping you better manage your project's size.

What lessons are included in the course?

The lessons are Project Browser View Organization, Project Parameters, Project Browser Sheet Organization, Purging Unused Items, and Transferring Project Standards.