October

18

2021

An improvement to the multi-category schedule in Revit is one of several new features added to Revit 2022. As noted by Autodesk, this feature is listed as a top Revit Ideas Forum request. 

If we consult with the Wayback Machine, we’ll see that the Ideate Software team developed a multi-category offering in 2013, as detailed in this older blog post. As part of our Ideate Software due diligence for our 2022 release, we did an extensive review of this new Revit feature to ensure our own multi-category continues to both align and surpass the Autodesk version. 

There are a few noteworthy differences between the Revit 2022 and Ideate BIMLink multi-category data collections that we discovered during that research. 

Multi-Category Data Goal: Quantity Takeoffs

One purpose of a multi-category schedule is to be able to do an accurate high-level quantity takeoff. In Jan 2015, the Ideate Software team saw and addressed a discrepancy between the Revit curtain panel data being reported, via the API, and the actual BIM model conditions. Specifically, our early users pointed out that Ideate Explorer was reporting more curtain panels than a corresponding Revit curtain panel schedule would display. Thanks to our valued customers, we were able to fix this problem quickly to ensure accurate takeoffs.

In our review of the Revit 2022 multi-category schedule, we discovered that these extraneous curtain panels unfortunately are included. As shown in side-by-side schedules, the Revit Curtain Panel Schedule shows fewer results than the corresponding multi-category schedule. In the image there are two extraneous Glazed Panels and 11 extraneous custom panels, which will lead to takeoff inaccuracies if the multi-category schedule is used.

Multi-Categories - Revit 2022
 
The Revit Panel Schedules quantities shown at the left are accurate and are matched within both Ideate Explorer and Ideate BIMLink.

Be careful with the Revit 2022 multi-category schedule, shown at the right, which is inaccurate! This condition occurs when curtain panels are divided.

Multi-Category Data Goal: Quality Control - MEP Device Example

Ideate BIMLink customers know that another benefit of having high-quality multi-category Revit data is that you can review and make bulk changes easily. In June of 2016, our beta testers requested access to the elevation and offset values for all MEP devices. Being able to edit these values in one place enabled a high level of quality control within their Revit projects.

Edit Multi-Category Link
 
Additionally, filtering by Category has always been easy with Ideate BIMLink, as shown above. These two features combine to complete this quality control workflow, which is one of the top reasons to have a multi-category schedule.

Unfortunately, the Revit 2022 multi-category schedule does not include the elevation or offset properties, so you cannot achieve this type of goal. Additionally, the Revit multi-category schedule does not let you filter by Category, so it is very difficult to gather all these categories into one place. 

Schedule Properties
 

These are just two of the ways in which the new Revit multi-category schedule varies from the Ideate BIMLink version. 

At Ideate Software, we understand at a deep level the value of a comprehensive multi-category schedule. And when we do not understand, we listen to our customers to quickly improve our data model. We have updated our multi-category definition at least seven times in the past eight years.

If you are not content to wait eight years for your top features, you should consider subscribing to our Ideate Software Revit solutions.


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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October

1

2021

Anyone interested in managing Revit warnings will want to watch the recording of this interactive webinar. Over the course of one hour, Glynnis Patterson, our Director of Software Development, and I discussed Revit warnings:

  1. Which Revit warnings are most important?
  2. Which can be ignored?
  3. Who should fix warnings?
  4. How can you fix warnings?
  5. How do Ideate Software applications help?

New Features to Ideate Software Tools for Revit Warnings Management 

In addition to Ideate Explorer and Ideate Warnings Manager, which Revit users around the world have used for several years to manage Revit warnings, we talked about the new Warnings Dashboard that can be integrated with Ideate Automation. We demonstrated how the Warnings Dashboard provides insight into the health of a Revit project by displaying items determined by our beta testers as the most important: 

  • Number of warnings
  • Descriptions of Top 10 warnings
  • Warnings per MB
  • Warnings over time

 

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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September

13

2021

San Francisco, CA, September 13, 2021 – Ideate Software, an Autodesk® AEC Industry Partner and Autodesk® Authorized Developer, is pleased to announce that Ideate Explorer, which allows additional exported data from Revit to Excel for easy reviewing, is now integrated with Ideate Automation, a scripting solution that schedules the process to run at times convenient to the users.

Ideate Explorer users will now find these additionally requested data fields included within the manual export to Excel or CSV file format: Revit file name, date of the export, and the warning category. Additionally, the Power BI template (v2), available by customer request, has been updated to include a new visualization called “Top 10 Warnings.”

Customers that have both Ideate Explorer and Ideate Automation will achieve additional benefits.

“With these latest enhancements, Ideate Automation can export curated Revit warnings data for further analysis or dashboarding,” said Glynnis Patterson, Director of Software Development, Ideate Software. “Managing Revit warnings data is a critical step in maintaining model health, and now it’s easier than ever.”  

Here are some highlights of Ideate Automation improvements that will help Revit users avoid slow synchronization times and even file corruption:

  • Review critical Revit warnings through automated exports of Ideate Explorer warnings detail and summary data fields, including file size and warnings threshold data
  • Automatically export both Ideate Explorer warnings data and Ideate BIMLink health check data into a single file
  • Support for Power BI through an updated template (v3), available by customer request, which includes two new visualizations: Top 10 Warnings and Warnings Over Time

Details are available at What’s New in Ideate Explorer and Automation for Ideate Explorer.

To learn more about how Ideate Software products help Revit users save time, increase model accuracy, improve deliverables and elevate design, visit the website. You can also download 14-day trial versions or purchase the US$500 bundle for access to all the solutions for six months.


About Ideate Software - Ideate Software, an Autodesk® AEC Industry Partner and Autodesk® Authorized Developer, empowers Revit users to gain unprecedented control over their data. Ideate BIMLink, Ideate Explorer, Ideate Sticky, IdeateApps and Ideate StyleManager were all developed to solve persistent problems in architecture, engineering, construction and owner (AECO) workflows. Ideate Software solutions enable Revit users to save time, increase accuracy, improve project deliverables and elevate design.

Autodesk and Revit are registered trademarks of Autodesk, Inc. and/or its subsidiaries and/or affiliates in the USA and/or other countries.

Microsoft Word and Excel are registered trademarks of Microsoft Corporation in the United States and other countries. All other brand names, product names or trademarks belong to their respective holders.

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September

8

2021

Back on June 10, 2021, Ideate Software released a Microsoft Power BI template that uses Ideate Explorer Warnings data to enable users to visualize details of their project Warnings. Ideate Explorer customers were invited to reach out to our support team to get a copy of that Power BI template.

We developed the Power BI template to help Revit users:

  • Visualize Revit Warnings quickly. Where are my problem projects?
  • Provide accurate Revit Warning information to BIM 360 users. See that information in the BIM 360 Project Home Page (bottom of page).  Faster Revit Warnings Information to BIM 360 users.
  • Create actionable data visualizations. Deliver vital warnings information in a clear, easy-to-understand manner

With the latest software development of Automation for Ideate Explorer, we updated the Power BI template. Here are highlights of those changes:

  • Added Ideate Automation (v1.3) – Input Script: IEX-Export_Warnings to automate the export of Revit Warnings from Revit to Excel
  • Adjusted slicer filters so single Revit file filters and multiple Revit file filters work correctly
  • Added Date Slicer 
  • Added Top 10 Warning Descriptions. This was a customer request. New visualization shows the top 10 Revit Warning descriptions and the Revit files with those warnings 
  • Added Warnings Over Time
    • Filter by Revit file name(s) and by date of warnings export
    • See which files have warning issues
    • Get Revit file information (Revit version, file size and number of hidden warnings)
    • See and sort the Revit Warnings/MB metric, including a stoplight KPI

View Revit Warnings Over Time

Current Ideate Explorer subscribers can request an Ideate Explorer to Power BI dashboard template that includes a Power BI template and sample files with how-to instructions.

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

David Haynes, Director, Ideate Software
David is a registered architect and a project management certified professional. Before joining Ideate, David had his own architectural practice and was president of a commercial design-build construction company for 15 years. A graduate of the University of Arizona, he has worked as an architect, contractor and developer, and he was a national construction manager for a national retailer. David's current passion at Ideate Software revolves around how data influences AECO business decisions. Find David on Twitter.

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August

25

2021

Every day, our Ideate Software Support team fields all types of questions from AECO professionals all around the world.

Recently, a customer asked us about the ability to find Revit In-Place families using Ideate Explorer. We actually have a nice Ideate Explorer Help Topic on exactly that workflow using Ideate Query, which is a component of Ideate Explorer.

If fact, we have a number of Ideate Query examples for different discipline workflows such as Architectural, Structural, or MEP that are posted to our Online Help for Ideate Explorer.

But did you know that with the May 2021 release of Ideate Explorer we’ve updated the number of available properties that can be selected from three to FIVE

Ideate Query
Ideate Query dialog showing the new ability to choose up to FIVE fabulous properties

Did you also know that you can sort on ANY column by just clicking on the column header within the dialog?

Ideate Explorer - Revit In-Place Families
Here, I’m clicking on the “Is Pinned” column header to sort all the In-Place families by their pinned status

You can also move the columns and data around by just dragging and dropping them by the column header. I might want to move columns around to better analyze the results and additionally make it easier to select them. 

Ideate Explorer - Revit In-Place Families
I’ve moved the columns around to have the Pinned Status immediately after the Family Name

You can change the property selection by using a crtl+select on a property that is already included within the results. This will remove the property from the list. Then, you can add a different property if you’ve already reached the five property limit.

Ideate Explorer - Revit In-Place Families 
I’ve removed workset and added Room Name

We also have a few specific videos for using Ideate Query to Select by Host Phase and using Ideate Query to audit elements in groups.

If you are new to Ideate Query, this short video is an excellent overview about the value for all Revit users.

So, Ideate Query may not be the original Fabulous Five British Invasion, but let’s Twist and Shout and Come Together over Ideate Explorer With a Little Help From My Friend, Ideate Query.


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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