Set Up Warning Standards

This help topic covers how to make the most out of  the Ideate Explorer>Warnings tool through customizing a company or project-specific warnings standard.

Topics in this section:

  1. Decide what’s important.
  2. Edit and Export the Rankings.
  3. Review the warnings threshold
  4. Set the new standards.

What’s Important

There is a strong correlation between the number of warning per file size and Revit file performance. Ideate Explorer helps you manage this key indicator via the warnings threshold setting. In addition to this metric, deciding which warnings are important is an important item to review with your BIM Management team before proceeding. Learn more in this help topic: Which warnings are critical?

Edit and Export Rankings

Once you’ve decided which warning types are most important, the next step is to edit the Ideate Warnings rankings file to match your project or company-specific warning management goals. To do a comprehensive review of all possible Revit warnings follow these steps:

  1. Open a new Revit file.
  2. Launch Ideate Explorer and select the Manage option to import the CustomWarnings.xml file. This file will load a list of all available warning types and is installed by default here: C:\ProgramData\Ideate\Ideate Explorer\en-US\Rankings
  3. Review and edit all of the warning types within the list to assign the rankings as appropriate.
  4. From within the same Manage dialog, use the Export button to save this with a new file name. Ideally you should save this file to a shared location, accessible to your entire team.

Review the Warnings Threshold

In addition to the rankings themselves, another value that impacts how Ideate Explorer displays warnings data is the warnings threshold. This value is saved in a separate file. If you want to edit this value you should edit the default file found here: C:\ProgramData\Ideate\Ideate Explorer\en-US\Metrics. If you change this value you should ideally save it in a new version of the file that is placed in a shared location, accessible to your entire team.

Set the New Standards

After capturing the warnings rankings and optionally the warnings threshold within new files, the next step is to make the new file(s) the default standard, which is described within this help topic: Warning Standards > Set File Path Defaults. 

The last step is to deploy the custom content.

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