Revit OpEd: Five Minutes Working with Rotated Views

Revit OpEd: Five Minutes Working with Rotated Views: A common question from people with experience using AutoCAD is, "Does Revit have a UCS too?". There isn't a literal equal tool...

CloudsCarsCameras: Using Bluebeam Revu to assist in upgrading a Revit Project

Saw this post on CloudsCarsCameras.com that I thought I would share with you. Great idea.

Posted on July 7, 2013

Using Bluebeam Revu to assist in upgrading a Revit Project

With a new release of Revit every year, it makes it increasingly difficult not upgrade an active Revit project.  What makes it even more difficult is the uncertainty when Revit upgrades your project.  Are all my objects there?  Is everything in the right place?  In this post and video we are going to go thought the steps to upgrade your Revit project from 2013 to 2014. Then we will use Bluebeam’s Revu to help us find any items that may have changed or gone missing after the upgrade process.


If you want more information regarding Bluebeam please drop me a note at bill@bim9.com

Here are the steps I use in the video:

Step 1  Backup

You should always create a backup of your or your companies work when ever you make a change that will impact the entire project, this would be one of those times.  Here are some ways that you can backup your project:

• Copy to local workstation
• Copy to USB drive
• Rely on your I.T. department to have a backup.
• Use a service like CrashPlan or Dropbox to copy your project files off site.
• You only need to archive/backup the .RVT files and its links.

Step 2  Check your Project

You should always check each central file before the upgrade process. It is always a good idea to know what errors are in the file before you begin the upgrade process.

1. Open each .RVT file and check for errors.
2. Document what files are linked to where.
3. Use Bluebeam to create a PDF of each sheet and view in your project.

Step 3  Copy the Project to a new folder

You may or may not want to have a new folder for you project, but I find that its a good idea to do so.  you don’t need to make an entirely new project folder just a new folder to store your central files.

1. Create a new folder.
2. Copy the RVT central files to that folder.
3. Rename the central files if necessary to have the version number in the name.

Step 4:  Upgrade Project

1. You will want to start with the files with the least amount of links.
2. Here is the order for my example project:
   MEP
   Structural
   Architectural
   Site
3. Use Bluebeam to Create a PDF of each sheet and view in your project.

Step 5   Check your work with Bluebeam

Now for the fun part; we will use Bluebeam Revu to compare both PDF files created in the earlier steps.

1. Use Bluebeam Revu to compare the 2013 and the 2014 project files.
2. When you select the 2013 PDF you will see all the changes in the Markup List.
3. Double click the markup to see both the 2013 and 2014 versions.
4. Using Bluebeam Revu you can quickly find all the differences.

If you want more information regarding Bluebeam please drop me a note at bill@bim9.com

CASE apps

I am a real fan of the CAD apps. They offer some unique tools that can really save you a lot of time and frustration. Even better, many of them are FREE. If you read RevitOpEd (and who doesn't) then you have heard Steve discuss the CASE apps as well. Check them out here

Revit OpEd: Revision Numbering

Revit OpEd: Revision Numbering: A month or so ago I received an email from a friend asking about dealing with revision numbering in Revit. Apparently the project team is ex...

Revit API Wishlist - Repost from the Revit Clinic

Wish upon a Revit

Our friends over with the Autodesk Developer Network have recently launched the Revit API wishlist survey.  This is a great chance to provide feedback on the future of the Revit API and let your voice be heard.
The survey is open till June 15th 2013.  Head on over the the AEC DevBlog for more info here.

Navisworks Database Link - Primer

One of the things I like about my job is that is the clients I get to interact with. Their needs and challenges are different which makes the job very interesting. Today one of my clients needed to connect database information with their Navisworks models. This is essentially a FM exercise as the data about the equipment is stored in the database and the geometry is in Navisworks. Fortunately, Navisworks provides the means and method to do this, if you can make heads or tails of the process. So lets go thru the process.

For this demo, I am going to use the Gatehouse sample file that ships with Navisworks 2014. You can find the files C:\Program Files\Autodesk\Navisworks Manage 2014\Samples\gatehouse\

The Process

In order to connect an external data source such as an Excel spreadsheet to a Navisworks model, we need to configure a DataTools within Navisworks. We will then be configuring the database connection.

When working with the DataTools in Navisworks, there are a few very important rules to keep in mind. If you are using a 32-bit workstation, then you need to utilize the 32-bit ODBC drivers. 64-bit workstations need to utilize 64-bit ODBC drivers.

The link to Navisworks is one way. Data can be linked and viewed inside of Navisworks, but the data can’t be updated within Navisworks.

My workstations are all Windows 7 64-bit workstations. My PC’s are using Microsoft Office 2007 or 2010 64-bit. My Mac running Windows 7 64-bit on parallels using OpenOffice. I have only been able to make the Navisworks database connection work using 64-bit database drivers. You can download them for free from: http://www.microsoft.com/downloads/details.aspx?familyid=C06B8369-60DD-4B64-A44B-84B371EDE16D&displaylang=en. Make sure that you have download and installed these drivers.

Data Source

The Gatehouse project includes a sample Excel spreadsheet. The first thing I did to the file was add three column headers to identify the “Name”, “Finish” and “Notes” columns (Figure 1). We are creating these labels to identify the columns.

Figure 1 - Data Source with column labels

Our next step is to open Navisworks and the Navisworks model that you want to connect your external data source to. In Navisworks, on the Home tab, Project panel, click on the File Options button (Figure 2). This will open the File Options dialog.

Figure 2 – Accessing the File Options

In the File Options dialog, we will start the process of configure our database connection (Figure 3). As shown in Figure 1, click the DataTools tab and then click the New button to create a new DataTools link to open the New Link dialog.

Figure 3 - File Options dialog for creating a new DataTools link

In the New Link dialog (Figure 4), we first want to name the new link connection we are creating. For this example, I am using the name “Gatehouse Example”. We then need to select the ODBC Driver Connection type. We are going to be working with a Microsoft Excel data source, so select the “Microsoft Excel Driver (*.xls, *.xlsx, )” driver.  Then click the Setup button to open the ODBC Microsoft Excel Setup dialog.

Figure 4 - New Database Connection Link dialog

In the ODBC Microsoft Excel Setup dialog (Figure 5), we will select the version of Excel data file and select the file we will be using. The sample data file that we are using is a Excel 97-2000 version so select “Excel 97-2000” from the Version: dropdown. Then click on the Select Workbook button to find and select the Excel data file. If you have the default installation of Navisworks 2014 and are using the Gatehouse example, you can find the file at: C:\Program Files\Autodesk\Navisworks Manage 2014\Samples\gatehouse\ After you have selected your excel file, click OK to close the ODBC Microsoft Excel Setup dialog.

If you are having issues with your Database Link connecting to Excel, be sure to check the Version of Excel database that you are using.

Figure 5 - ODBC Setup Dialog for Excel

We are now back to the Edit Link dialog box (Figure 6). If we look in the connection section portion of the dialog, under the ODBC Driver selection, you can see that the connection has been updated. We can now complete the SQL String and Fields section of the dialog.

Figure 6 - Edit Link

SQL String

The SQL string is used to specify how the database will be queried. I have found this part of configuring the database connection to be the most difficult. Fortunately, there are a lot of external resources available for creating SQL strings. My personal recommendation is to keep it as simple as possible.

The code that we will be creating for this example is:

SELECT * FROM [Gatehouse_Layerinfo$] WHERE "Name" = %prop("Item","Layer");

We start out our SQL String with SELECT * FROM The “*” is actually a field name, in this particular example, I am using the wildcard to query all the fields.

[Gatehouse_Layerinfo$] This is the Excel sheet tab name that we want to query in our Excel spreadsheet. The Excel sheet tab name must be spelled just as it is in Excel and should be followed with the “$”.

WHERE "Name" = %prop("Item","Layer"); This is where we are going to define what data we are going to bring from the Excel spreadsheet into Navisworks. For our example, we are going to conditional match the value Layer property data for each element that can be found in the Item tab and match that with a value in the Name colum of the Excel spreadsheet.

“Name” refers to column that we will be searching in the Excel file.

%prop is a SQL command that allow you to retrieve model data for conditional matching.

("Item","Layer"); “Item” refers to the Item tab in the Properties Window. “Layer” refers to the internal file property, in this example, the Layer (Figure 7).

Figure 7 – Navisworks Properties Window

In the SQL String section of the Edit Link dialog, enter the following string of text.

SELECT * FROM [Gatehouse_Layerinfo$] WHERE "Name" = %prop("Item","Layer");

The next step in the process is to specify what information we are going to display in the Properties window. In the Field section of the Edit Link dialog (Figure 8), we are going to specify what Field names to list and the display name to use. Using Figure 8 as a reference, add the Field and Display Names.

Note that we are having the Field Name “Name” display as “Layer” in Navisworks. The Name column in our Excel spreadsheet refers to an AutoCAD Layer and rather than changing the column name in Excel, we can have Navisworks use a different Display Name.

Figure 8 - Inserting the Field and Display Names

After you have entering the Field Names, click OK to close the Edit Link dialog box. Make sure that the “Gatehouse Example” DataTools Link that we just created is checked. This will enable it in our current session. Click OK to close the File Options dialog.

Figure 9 - DataTools

When you select an object in Navisworks, note that the Properties Window has a new tab called “Gatehouse Example”. That is the name of the DataTools link that we created. Figure 10 shows an example where we have selected a foundation. The Gatehouse Example tab in the Properties window provides us with the Layer, Finish and Note information from the Excel data file.

Figure 10 - Foundation Selected with External Data Displayed

If you have gotten this far and it is not working, a lot can go wrong. I think setting up the DataTool link can be as complicated and frustrating as using Timeliner. The first thing to check is the SQL String text. Then check to make sure that your using the correct version of Excel, which might be different than the selection, I made in Figure 5.

This Gatehouse example is not the most robust example around, but it is a great starting point. As many of you are aware, CAD and BIM applications are not great data entry applications, so having this type of data linking capabilities is very beneficial.

Revit Tips and Tricks - Re-arrange a Ribbon Tab

One of the questions I get somewhat frequently is about re-arranging the Ribbon tabs. Yes, you can re-arrange the tabs on the ribbon by holding down the CTRL key and then dragging the desired Tab to a new location.

Navisworks 2013 - Importing Search Sets

From time to time I will be asked how to utilize a Search Set from a previous project in Navisworks. So I thought I would quickly post the steps.

In Navisworks 2013, switch to the View tab and select the Windows dropdown in the Workspace panel. Make sure that the Sets checkbox is checked. This will open the he Sets dialog box where you can import/export search sets.


 By clicking on the icon indicated above, you can export or import search sets.

All Things BIM: SmartMarket Report on BIM 2012

All Things BIM: SmartMarket Report on BIM 2012

IMAGINiT Clarity for Revit Server Review

If you are looking into IMAGINiT Clarity for Revit Server, be sure to check out my CADALYST review.

Revit OpEd: Rooms and Synchronization

Revit OpEd: Rooms and Synchronization: Have you seen this error message before (images from 2012)? It is followed by its grumpy brother. The more complicated the project, th...