July

8

2020

For any Revit user who works on workshared-enabled projects, managing the workset assignment for model elements is tedious work. For starters, the settings for the current workset is located at the bottom of the screen in Revit, making it easy to ignore. Since Revit does not use layers and colors (generally speaking) for elements, you may not realize that you are placing model-elements on the incorrect workset. As you place more and more elements on the incorrect workset, you find out that backtracking is time consuming and error prone, especially when you are isolating elements graphically to look for workset anomalies.

Manage Workset Assignments

Common Workaround

A common workaround to address model elements that have been placed on the incorrect workset is to create a series of 2D and 3D views that only display one workset per view. When reviewing elements in that view, we are looking for model elements that do not belong in that view. This would indicate elements that are on the incorrect workset. For example, if we isolate a workset called FF&E in a 3D view, we are looking for non-FF&E model elements, such as structural floors, mechanical equipment, etc. When we find those elements, we can then select them and move them to their respective workset.

While this method does work for auditing the workset assignment for model-based elements, it may be nearly impossible to see smaller elements, as they tend to get buried within the larger elements. Trying to account for all elements would require many QC views and hours of auditing.

Manage Workset Assignments

A Better Solution: Use Ideate BIMLink

Thankfully, we have Ideate BIMLink to assist us with this challenge.

Ideate BIMLink reports both editable and non-editable workset assignment for elements, so users can perform QA/QC tasks of workset assignment using Excel. When necessary and applicable, the workset assignment for model elements can be changed in Excel and then pushed back into the Revit model. This process does not require the use of special 2D and 3D views. In this case, all the viewing and editing is done from a data perspective, which is much easier, faster, and more accurate.

Manage Workset Assignments

Step-by-Step Instructions

The process for this workflow would look something like this:

  1. In Ideate BIMLink, navigate to the …\Quality Control sub-folder
  2. Select the link called QC-MC-Workset
  3. If necessary, under the Properties Tab, add or remove any parameters that will assist you with your QC tasks. For example, you may want to add Level: Name and/or Room: Name so that you can identify the level and room reference for certain elements, if applicable (example: Scope boxes do not have level nor room assignments, but Furniture may have level and room assignments)
  4. If necessary, under the Categories tab, remove any categories that you wish not to export for quality control and editing purposes
  5. If necessary, under the Filters Tab, add or remove any filters that will help you export only the data you want to view and edit
  6. Under the Link tab, verify that Export with dropdown values is checked. This will ensure that you get an accurate export list of project worksets. In addition, it is recommended that if you make any changes to the link definition, give it a new name so that it is not confused with the original link definition that ships with Ideate BIMLink
  7. Export the data to Excel 
  8. Review the workset assignment for each model element and make all necessary changes
  9. Import the data using Ideate BIMLink
  10. Review all changes in the summary windows and then click Import to commit to the changes

It is important to note that while this blog post focuses on changing the workset assignment for model-elements, the process for exporting, reviewing, and changing model data using Ideate BIMLink is essentially the same.

To learn more about this process, be sure to watch this video.

It is also possible to manage worksets with Ideate Explorer. Here are links to our online Help file and a recorded webinar with details:

Visit our website for more information on our Revit productivity tools. Give them a try with a free trial version, or subscribe today


About the Author

Sash Kazeminejad - AIA, LEED AP - Customer Success Manager
Sash earned his Master of Architecture from Montana State University and is a California registered architect, LEED Accredited Professional. He has extensive experience in project management; BIM management; design for architectural firms in California, Montana, and Oregon; and leading classroom and online BIM training. He provides consulting, sales, support, and training solutions to AECO customers around the globe. Find Sash on LinkedIn.

 

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July

6

2020

Revit contract holders have probably heard that Autodesk is changing its license file structure and moving everyone toward named user licensing. 

At Ideate Software, we want to give you a choice.

Currently all Ideate Software solutions are available as standalone (named user) or network. We would like to retain those options and add a new option for a cloud network that would not require a dedicated on-premise license server. 

As we work on this floating cloud network licensing system option, we’d like to hear from you. What type of licensing do you prefer?

Please take a few minutes to complete this survey and:

  • Provide feedback on existing functionalities
  • Influence future developments
  • Suggest new features 

Want to test this new system before it goes live? Simply check the Opt-in button at the end of the survey, and we will contact you within two weeks.

If you have any questions about licensing matters, please email [email protected].


About the Author

Glynnis Patterson, NCARB – Director of Software Development
Glynnis is a registered architect and has worked within the building information modeling (BIM) industry since 1998. A graduate of Carnegie Mellon University, she has worked as an architect, educator and construction site manager. Glynnis is the Director of Software Development Services and continues to work with AECO clients worldwide, developing, and consulting on solutions to BIM challenges. In her spare time, Glynnis volunteers for the local high school and with growitgreenmorristown.org. Find Glynnis on LinkedIn.

 

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July

2

2020

While designing structures to be safe and stable, structural engineers deal with large models that contain detailed elements. Managing the details of elements in Revit can be tedious, time consuming and risky if they are not properly coordinated. Use Ideate BIMLink instead, and you can pull the Revit data into Excel, easily make changes, quickly verify the accuracy of the updates, and push it all back into Revit within just minutes. 

Tasks: Data Extractions/Imports and Level and Grid Comparisons

Save 10 Hours Per Project Using Ideate BIMLink to Extract/Import Coordinate Data and Confirm Level and Grid Information

Learn More

We have several resources available online that can help you get the most out of Ideate BIMLink:

Similar Posts

This post is the eighth in a series related to the results of our survey of architecture, engineering, construction, and building-owner companies. Our previous posts covered the time savings possible by using Ideate BIMLink to:

  1. Manage Revit sheets 
  2. Create and modify rooms and areas
  3. Swap structural framing instances
  4. Coordinate spaces & rooms and audit & fix device elevation
  5. Compile quantity takeoffs, assign assembly codes, and swap types
  6. View and revise tasks
  7. QA/QC doors, hardware, and other elements

Keep an eye out for our next blog post, which will cover coordinating survey data and height data for virtual design and construction usage. And check out our Ideate BIMLink ROI web page, where we separated the time savings data by discipline.

Contact us if you have any questions. We look forward to hearing from you. 

Visit our website for more information on our Revit productivity tools. Give them a try with a free trial version, or subscribe today


About the Author

Sash Kazeminejad - AIA, LEED AP - Customer Success Manager
Sash earned his Master of Architecture from Montana State University and is a California registered architect, LEED Accredited Professional. He has extensive experience in project management; BIM management; design for architectural firms in California, Montana, and Oregon; and leading classroom and online BIM training. He provides consulting, sales, support, and training solutions to AECO customers around the globe. Find Sash on LinkedIn.

 

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June

30

2020

You may have heard the exciting news about the May 2020 updates to Ideate Sticky that include the ability to live-link Word and PDF documents into Revit projects. Want to see it in action? Check out the recording of our 30-minute webinar, What’s New in Ideate Sticky. 

Since its inception in 2015, Ideate Sticky has elegantly linked Excel spreadsheets into Revit projects. This year, in direct response to customer requests and comments on the Autodesk Ideas Forum, we expanded the support to include Word and PDF documents. This new functionality works with the current version of Revit (2021) as well as the three prior versions (2020-2018).

Watch this recording for demonstrations and discussions on linking different types of documents into Revit files as well as other new features, including: 

  • The ability to select and update multiple Stickies at once
  • The option to have Stickies appear in black and white 
  • The ability to link Excel files into Revit as images when greater visual fidelity is needed

 

Learn more 

Download the new version today.

We develop software to streamline Revit workflows and processes. Have a feature you would like us to consider? Let us know.

Browse our website for more information on our Revit productivity tools. Give them a try with a free trial version, or subscribe today


About the Author

Richard W. Taylor, Associate AIA – Technical Evangelist 
Richard has more than 30 years of experience working for companies that develop architectural and engineering software solutions, such as Intergraph, Bentley, and Autodesk. He has over 20 years of Revit experience, and he was part of the original development of Revit while at Revit Technology Corporation. He worked for 12 years at Autodesk, where he presented, taught, and worked to improve features in Revit. Richard holds both a Bachelor of Science in Architectural Studies and Master of Architecture from the University of Nebraska, Lincoln. As Technical Evangelist, Richard works with AECO clients worldwide, developing and consulting on BIM solutions. Find Richard on Twitter and LinkedIn.

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June

29

2020

Take a listen to the recording of the E2017 episode of BIMThoughts podcast for a conversation between hosts Bill Debevc, Carl Storms, and Dana De Filippi with Ideate Software’s Richard Taylor and Sash Kazeminejad. You’ll hear a fun and informative discussion on the history of BIM, predictions of the future, and most importantly, the new features in Ideate Sticky, the application that allows Revit users to link non-BIM data such as Word, Excel and PDF documents into Revit projects. 

Richard, who has worked with Revit software for 20 years, talked about groundbreaking technology of yesteryear and his prediction that several pieces of software will collectively evolve the ecosystem over the next few years. He noted that BIM is not just Revit, and there is a wealth of additional software that AEC professionals can use. Generative Design and Computational Design are the industry hot topics right now, but AEC professionals should review tools like Ideate Software to maximize their investment in BIM. Dana commented, “Ideate is probably pretty responsible for a lot of people not learning computation or Dynamo as early as they should have, because your tools are so awesome and they do so many things that maybe we would have looked to Dynamo for if we hadn’t had them.”

BIMThoughts Podcast

When the conversation moved to Ideate Software tools, Sash talked about the recent updates to Ideate Sticky. “I was most excited about this update because it went through a major overhaul. Based on feature requests from many customers, we now support the use of Word, PDF and Excel as images.” Prior versions of Ideate Sticky only supported Excel spreadsheets as Revit Schedules. With the most recent improvements to Ideate Sticky, we have now covered the major formats that people use outside of Revit.

Check out the 40-minute podcast to hear the conversation, which ends with Sash’s bonus content talk about coffee.

You can also watch this five-minute video to learn about the May 2020 updates to Ideate Sticky.

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