We were pleased to participate in the 06-15-21 webinar hosted by The Architect’s Newspaper. We were so excited to demonstrate how Ideate Software applications can be used during project setup ensuring the minimum project maintenance effort over the life of the project.

Sash Kazeminejad, Customer Success Manager, and Richard Taylor, Technical Evangelist, led discussions and demonstrations on:

  • Using Ideate BIMLink to create:
    • New project levels 
    • Unplaced rooms using programing assignments from client requirements contained in Excel
    • Revit sheets by using existing information from an Excel list of required sheets 
  • Using tools within the IdeateApps collection to create:
  • The composition, alignment and properties of required views using the view tools in IdeateApps
  • How Ideate Software solutions can reduce project setup tasks and increase overall efficiency of Revit projects

To see these demonstrations, view the recording of the webinar

About The Architect’s Newspaper
The Architect’s Newspaper delivers quality news and cultural reporting to architects, designers, engineers, landscape architects, lighting designers, interior designers, academics, developers, contractors and other parties interested in the built urban environment. 

About CEStrong
CEStrong is a continuing education partner of The Architect’s Newspaper. It is a Registered Provider with The American Institute of Architects Continuing Education System.

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Like many people around the United States and the world, the Ideate Software team has spent the last 14 months or so working from home. Although we connected online quite often for business purposes and weekly for Friday Coffee Chats, this team that has worked together for years has missed getting together in person. Now, as conditions in the United States improve, in-person visits are starting up again!

We are happy to share a picture of one of the first meetings where Glynnis Patterson, Director of Software Development, and Richard Taylor, Technical Evangelist, met in New Haven, Connecticut, to catch up, do a little sightseeing, and discuss business. 

“Although we met a lot on video calls, it wasn’t quite the same,” said Glynnis. “Nothing beats face-to-face meetings to build and maintain relationships.”

“We had a great time and got a lot accomplished,” said Richard. “It was the perfect opportunity after our huge Ideate Software May 2021 product launch to step back and review all that we had accomplished over the past year even though we couldn’t work as a team in person.” 

  • Review this blog post for the summary of the very unusual 2020 calendar year
  • Review this blog post for the amazing May 2021 Ideate Software product launch

Glynnis Patterson and Richard Taylor


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We are continuing our Ideate Software blog series entitled Wishlist Granted. Each blog article features real user requests and our response to those requests. So, let us again go to the well of Revit ideas to see what floats up!

The request to create a simple table made of non-specific Revit categories has been a long-standing request with more than 1000 votes on the Revit Ideas Board. All of us understand that Revit is a building information modeling program that basically “forces” a set of rules, layouts and categories upon model elements. However, sometimes we need to include information in our project documentation that does not exactly fit these rigid standards. Examples include a list of manufacturer’s details, general notes, specifications or other information that we have classified as non-BIM data, because it may not have a direct one-to-one relationship with an element within the Revit model.

Ideate Sticky - Simple Table 
On the Autodesk Revit Ideas Board - Let me make a simple table

The Ideate Software Solution

That’s why we developed Ideate Sticky more than six years ago! We started with the Revit Ideas Board request above and called the product Ideate Table.

Ideate Table

Evolving Ideate Sticky to Meet Additional Revit User Requests

Over the years, we have seen other requests on the Revit Ideas Board related to the simple request to format a table in addition to including non-BIM data. These submissions all introduce the idea of keeping information within a source document such as Excel, Word and PDF while maintaining the ability to link and update the information in the Revit model.

We certainly have NOT been sitting on our original table idea for six years with the same functionality! 

We first introduced the ability to link Excel spreadsheets as a simple Revit table schedule, and we have added features within Ideate Sticky to link Excel, Word and PDF documents as images that can be easily updated. Additionally, we support Absolute paths, Relative paths, and Autodesk Cloud locations for data locations.

Ideate Sticky
Main Ideate Sticky Dialog Showing the Many Options Available

Ideate Sticky Compared to Revit 2021

Revit included the ability to link PDF data into the Revit model starting with Revit 2021. However, the process is limited to one PDF page at a time. The elegant Ideate Sticky PDF linking allows any number of pages to be linked in a single step. Additionally, there is no Revit built-in solution to link and update Excel or Word information. In fact, our latest updates to Ideate Sticky even support Revit 2019 – Revit 2022!

Ideate Sticky
Manage Links Dialog in Revit 2021 and Revit 2022

At Ideate Software, we are focused on delighting our customers. With Ideate Software there is no need to wait for future Revit releases to see your idea turned into a reality. We have the capabilities right now.

Wishlist Granted!

Please review our other Wishlist Granted posts.

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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Are you looking to reduce the time you spend on Revit model management? Start using Ideate BIMLink + Ideate Automation, Ideate Explorer and Ideate StyleManager to address your Revit model’s health and prevent:

  • Slowness during opening, closing and while working in models
  • Crashing
  • “Save” issues
  • Printing and exporting problems
  • Model upgrade difficulties
  • Noncompliance with company standards

With Ideate BIMLink, you can push large amounts of model health check and QA/QC-related data from your Revit model into Microsoft Excel for review in Excel and Power BI. 

Using Ideate Automation, you can export large amounts of data from multiple Revit files to Excel without being present, so you can run it overnight and the next day, your data will be ready for review. 

Use Ideate Explorer for on-demand reviews of QA/QC tasks such as finding and removing CAD imports, addressing group usage and querying a selection of elements to determine if they are pinned, flipped, modeled as in-place families and so much more. Going a step further, use features built into Ideate Explorer to help manage and address warnings, ensuring models are in good health.

Finally, with Ideate StyleManager, dive deeply into projects, templates and families for usage of styles, such as object styles, line patterns, fill patterns, materials, fonts, text and much more, to determine usage and if needed, remove unused styles and merge and purge unwanted styles, ensuring that Revit projects, templates, and families are lean, healthy, and in compliance with standards.

Here’s a link to a recording of our recent webinar in which we highlighted the importance of addressing Revit model health and demonstrated how our tools make the process easy and accurate.


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

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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Duplicating a set of Revit floor plans to a ceiling plan is simple with Ideate ViewCreator, one of the nine tools in our IdeateApps collection. 

This is one of the many great enhancements included in the May 2021 release of IdeateApps. Check out our Help file, What’s New in IdeateApps, to learn more. 

Step-by-Step Instructions

  1. Launch Ideate ViewCreator 
  2. Select the “Duplicate” method
  3. Select the rule called “*DUPLICATE” or “DUPLICATE — Change Family” if available. The “Change Family” option is newer and aligns the view name with the ceiling type name
  4. Use “Select Views” to go to the next page
  5. Use the “Duplicate to Other Family” option. Then pick one or more floor plans from one plan type

    Duplicate Floor Plan
  6. Select “Next.” Then pick the ceiling plan type to which you wish to duplicate 
  7. OPTIONAL: the “DUPLICATE — Change Family” is set up to allow a view template override. You can set the new ceiling plan views to a specific view template, if desired
  8. The proposed new view names can be edited here, or you can select “Rename Views” and complete the process


The new ceiling plans will match the crop/scope box and 2D grid conditions found within the floor plans and will automatically be given logical view names.

Visit our Ideate ViewCreator online Help files for detailed information about how to manage some of the other more sophisticated batch creation workflows.

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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