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Essential Workflows for Ideate SheetManager
The following How To Guides contain detailed instructions for important workflows using Ideate Ideate SheetManager .
Topics in this Section
Rename Sheets or Views
You can use Ideate SheetManager to batch-rename a selection of views or sheets. The option to rename sheets is also available after the Create Sheets tool has been used to automatically create new sheets placed on unplaced views.
Rename Views
You can use Ideate SheetManager to batch-rename a selection of views per these steps:
- Launch Ideate SheetManager from the Ideate Software ribbon.
- Use Shift+select to pick a list of unplaced views from the left side of Ideate SheetManager, then right-click to select the Rename tool.
- The selected views will be displayed within the Rename dialog with the View Name and Title on Sheet properties available for bulk-editing.
- Use the editing tools to edit all or some of the values.
Rename Sheets
You can use Ideate SheetManager to batch-rename a selection of sheets per these steps:
- Launch Ideate SheetManager from the Ideate Software ribbon.
- Use Shift+select to pick a list of sheets from the right-side of Ideate SheetManager, then right-click to select the Rename tool. NOTE: You may also first use the Create Sheets tool and then choose the option to “Edit Sheets” to complete this step.
- The selected sheets will be displayed within the Rename dialog with the Sheet Number and Sheet Name properties available for bulk-editing.
- Use the editing tools to edit all or some of the values.
Rename Editing Tools
Within the Rename dialog there are several methods which can be used to edit the values of the view or sheet properties displayed.
- Manual Edits — Place the cursor and double-click within any cell to edit the value of that cell.
- Copy and Paste — Select the cells you want to change then paste them into Excel and after making changes, paste the changes back into the Rename cells.
- Find and Replace — use the checkboxes at the top of one or both columns to select all cells or use shift/ctrl+select method to select specific cells in which you intend to use the Find and Replace feature.
- Prefix or Suffix — use the checkboxes at the top of one or both columns to select all cells or use shift/ctrl+select method to select specific cells in which you intend to use the Prefix or Suffix feature.
Tip: Use the Revit Undo command to undo any unwanted change.
Copy Legends or Schedules
Legends and schedules can be copied from one sheet to many sheets by selecting them from the Sheet browser within Ideate SheetManager, then using the right-click menu to Copy Legends/Schedules. Next, select any sheets in the project and use the right-click Paste Legends/Schedules option. The legends or schedules will be pasted onto the sheet in a similar location as the originally selected ones.
