BIM for Construction

Management and Planning

STUDENT MANUAL
2016

academy.autodesk.com
STUDENT MANUAL

Table of Contents

Project Overview.......................................................................... 3

Design Brief....................................................................... 3

Prerequisites...................................................................... 3

Learning Objectives. ........................................................... 3

Project Concepts.......................................................................... 4

Module 01 - Construction Modeling................................... 4

Module 02 - 4D Simulation and Construction Planning........ 7

Module 03 - Cost Estimating and Quantity Takeoff . . ........... 10

Module 04 - Facilities Management ................................... 13

Project Resources......................................................................... 17

Module 01 - Construction Modeling .................................. 17

Module 02 - 4D Simulation and Construction Planning ....... 18

Module 03 - Cost Estimating and Quantity Takeoff . . ........... 19

Module 04 - Facilities Management ................................... 20

Appendix..................................................................................... 21

Appendix A

Revit keyboard shortcut listing............................................ 21

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STUDENT MANUAL

Project Overview
PROJECT BRIEF
BIM for Construction Management and Planning

CAD is no longer just about drafting. Autodesk BIM solutions allow you to explore and evaluate a projects constructability before its built,
improve cost reliability, visualize construction processes through 4D simulation and clash detection, increase coordination between stake-
holders throughout the design and construction process, and better predict, manage and communicate project outcomes. In this project we
begin with creating building models that more accurately reflects construction execution. From there we will look at 4D simulations
leveraging those BIM components. Then, we will look at creating model-based cost estimates and takeoffs. Finally, we explore the manage-
ment of facilities through BIM.

SOFTWARE LEARNING OBJECTIVES

Autodesk Revit 2015, SP3 and
higher

Autodesk Navisworks 2015, SP3

and higher
01 Create building models that more accurately reflect the construction
techniques that will be used for the materials and systems specified.

TIME

02
Create 4D simulations to support construction planning and assess the
11-15 HOURS impact of proposed design features on the construction schedule and
workflow.
LEVEL
Intermediate

PREREQUISITE
03 Create building models to support conceptual cost estimating and quantity
takeoffs.

To build up your software skills for

this project refer to the following Explore how to use BIM to track, update, and maintain facilities manage-
How-To video series for Revit:
User Interface
04 ment information to support better planning, operations, and maintenance
decision-making throughout a buildings life cycle.
File Management
and more

ADDITIONAL RESOURCES
Fundamentals of Architecture

Module 06 - Building Documenta-

tion - Sections and Elevations

Module 12 - Building Documenta-

tion - Schedules

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STUDENT MANUAL

Project Concepts
MODULE ONE: CONSTRUCTION MODELING

SOFTWARE COVERED: Create 3D details to enhance communication of design intent.

Autodesk Revit 2015 and higher. Use parts to create exploded views.

Autodesk Timber Frame 2015 Extension (Exchange Apps) Add annotations, text, and tags to 3D views.

MODULE ONE LEARNING OBJECTIVES: Utilize keynotes to ensure consistency.

Model building elements and structural systems to reflect

common construction practices.

Break multi-layer elements into pieces to improve BIM models

for construction planning and estimating use.

Create 3D details and exploded views to enhance their design

communications.

EXERCISE 1: MODELING TO MATCH CONSTRUCTION METHODS

Estimated time 90-120 minutes

PROJECT STEPS IN EXERCISE ONE:

Use design options to model alternative construction methods. EXERCISE 1 FINISHED STEEL FRAMING
Accurately model building elements to reflect planned construc-
tion materials and methods.
Specify element spans, top and bottom constraints, and
boundaries.
Split and subdivide elements to match construction tasks.
Use Revit extensions to auto-generate models of structural
features.

EXERCISE 2: USING PARTS TO IMPROVE MODEL ACCURACY

Estimated time 60-90 minutes

PROJECT STEPS IN EXERCISE TWO:

EXERCISE 1 FINISHED CONCRETE FRAMING
Explore the structure of multi-layer building elements.

Create parts to separate multi-layer elements into individual

pieces for construction modeling.

Divide parts to model material changes in specific areas.

Schedule parts for more accurate material and quantity

takeoffs.

EXERCISE 3: USING 3D VIEWS TO ENHANCE DESIGN COMMUNICA-

TION

Estimated time 60-90 minutes

PROJECT STEPS IN EXERCISE THREE:

Explore 2D details and callouts in a project. EXERCISE 1 FINISHED WOOD FRAMING

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STUDENT MANUAL

Project Concepts
MODULE ONE: CONSTRUCTION MODELING
CONTD

EXERCISE 2 FINISHED DIVIDED PARTS FOR WALLS EXERCISE 3 FINISHED SHEET WITH 2D AND 3D DETAILS

LESSON OVERVIEW

In this lesson, students explore how to create building models that

more accurately reflect the construction techniques that will be used
for the materials and systems specified. As the use of the BIM
models that they create expands beyond design activities, the need
to deliver accurate models and improve communication of design
intent becomes critical to the success of the entire project team.

STUDENT EXERCISES:

EXERCISE 1: MODELING TO MATCH CONSTRUCTION METHODS

Create design options for modeling two common construction

EXERCISE 2 FINISHED DIVIDED PARTS FOR FLOORS
alternativescast-in-place concrete and structural steel for
the building in the exercise dataset.

Use one design option to model the structural frame for the
building using concrete structural elements. Assume that:

All elements will be formed and cast-in-place.

The planned construction sequence is to build one floor level

(including the structural columns and floor slab above) at a
time, then move on and repeat these steps at the next level.

Use another design option to model the structural frame for the
same building using structural steel elements. Assume that:

All steel framing elements will be delivered independently and

erected in the field.

Columns will be joined at 3 feet above each floor level.

Create a sheet and place similar 3D views showing the two

construction alternatives side-by-side for comparison.

EXERCISE 2 FINISHED PARTS SCHEDULE FOR FLOORS

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STUDENT MANUAL

Project Concepts
MODULE ONE: CONSTRUCTION MODELING
CONTD

Use the Revit Wood Framing Walls extensions to add structural Compare the advantages using 2D versus 3D views for docu-
framing elements (studs, plates, and headers) to the exterior menting design intent.
wall on the north side of the building.

EXERCISE 2: USING PARTS TO IMPROVE MODEL ACCURACY

ASSESSMENT QUESTIONS:
Create schedules summarizing the areas and quantities of the
NOTE: INSTRUCTOR MANUAL INCLUDES THE ANSWERS
materials contained in the wall and floor elements of the
building in the exercise dataset. CONSTRUCTION MODELING

Create parts to separate the layers of the wall and floor What types of building elements are typically affected when
elements, and then divide the parts to more accurately model refining BIM models to match the building process?
design features.
What are the essential differences to consider when modeling
Create a checkerboard pattern using two alternative stone steel or wood versus concrete building systems?
materials on the top layer of the floor in the first floor lobby
What are the advantages of using 3D details compared to 2D
area.
details?
Adjust the parts of the interior walls in the lobby area to model
When should exploded 3D views be used?
a special wainscot material to be applied to the lower half of
walls on the lobby side.

Create a schedule of the parts and a materials takeoff to

summarize the quantities of the materials in the updated lobby
design.

Compare these quantities to the original estimates from the first

step of the exercise.

EXERCISE 3: USING 3D VIEWS TO ENHANCE DESIGN COMMUNICA-

TION

Create a 2D callout showing the details of the lobby interior

wall elements from the previous exercise.

Add annotations, tags, and keynotes to fully explain the

features shown in the view.

Place this 2D view on a sheet.

Create a 3D exploded view showing the layers of the same wall

element.

Create a 3D view, and then use the Orient to View tool to set a
similar viewpoint.

Adjust the boundaries of the parts to expose the layers of the

wall element in the view.

Add annotations, tags, and keynotes to fully explain the

features shown in the view.

Place this 3D exploded view on a sheet, side-by-side with the

2D view.

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STUDENT MANUAL

Project Concepts
MODULE TWO: 4D SIMULATION AND CONSTRUC-
TION PLANNING

SOFTWARE COVERED: EXERCISE 3: USING 4D SIMULATION FOR MATERIALS PLANNING

AND MANAGEMENT
Autodesk Revit 2015 and higher.

Autodesk Navisworks 2015 and higher. Estimated time 15-20 minutes

PROJECT STEPS IN EXERCISE THREE:

dd shared and project parameters to a construction model to
A
MODULE TWO LEARNING OBJECTIVES:
track the status of building elements.
Explore modeling techniques for creating better and more
accurate 4D simulations. reate schedules in Revit for planning and managing materials
C
acquisition.
Modeling building elements to reflect planned construction
techniques. U se 4D simulation to identify materials availability problems.
Add information to building model elements that supports djust construction plans and sequences based on materials
A
additional uses of the data in the building model. availability.
EXERCISE 1: 4D SIMULATIONS AND CONSTRUCTION PLANNING

Estimated time 90-120 minutes

PROJECT STEPS IN EXERCISE ONE:

Use the Navisworks Timeliner tool to create 4D simulations of

planned construction sequences.

Link a schedule file to the TimeLiner tool and generate the

hierarchy of tasks.

Create selection sets and search sets to facilitate linking model

elements to the schedule tasks.

Specify simulation settings and run 4D simulations.

I dentify inaccuracies in simulations based on element modeling

techniques.

ivide elements and use parts to improve construction

D
simulations. EXERCISE 1 FINISHED - NAVISWORKS TIMELINER VIDEO

EXERCISE 2: SEGMENTING ELEMENTS TO MODEL LOCATION FOR

SCHEDULING TASKS

Estimated time 90-120 minutes

PROJECT STEPS IN EXERCISE TWO:

se 4D simulations to identify opportunities for improving

U
construction plans.

ivide building elements into segments to enhance construction

D
workflows.

educe delays and improve construction schedules using

R
location-based, parallel task scheduling strategies.
EXERCISE 2 FINISHED - NAVISWORKS TIMELINER VIDEO
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STUDENT MANUAL
Project Concepts
MODULE TWO: 4D SIMULATION AND CONSTRUC-
TION PLANNING CONTD
EXERCISE 3 FINISHED - NAVISWORKS MATERIAL MANAGEMENT
LESSON OVERVIEW
In this lesson, students explore how to use 4D simulation to support
construction planning and assess the impact of proposed design
features on the construction schedule and workflow. This feedback
provides valuable information to inform decisions as project teams
evaluate and assess potential design features and construction
options.
STUDENT EXERCISES:
EXERCISE 1: 4D SIMULATIONS AND CONSTRUCTION PLANNING
Create a 4D simulation of the construction process for the building in
the exercise dataset.
se the construction milestone schedule provided in the dataset
U
to create tasks for the planned sequence of activities.
reate search and selection sets to link model elements to the
C Wall segmentation
construction schedule.
R un the 4D simulation and save the results as a movie.
Review the 4D simulation and note the operations that are not be
represented accurately:
E lements being constructed at the wrong time.
E lements that are grouped that would actually be constructed
in separate operations.
Devise a strategy for reorganizing and dividing the elements to
facilitate more accurate simulation of the construction process.
Return to the Revit model and adjust the building elements to more
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accurately reflect the planned construction sequence. Adjust the:
C olumn and wall top and bottom constraints.
Wall heights and segmentation.
F loor and slab divisions.
Divide multi-layer elements into parts in order to simulate construc-
tion of the individual layers at the appropriate times. Create parts
for:
M ulti-layer wall elements
M ulti-layer floor elements
M ulti-layer roof elements
Export the improved construction model to Navisworks and adjust
the tasks and selection sets to create a more accurate 4D simulation
of the construction process using these parts.
Run the 4D simulation and note the aspects that need further
improvement to accurately model the sequence of construction oper-
ations.
EXERCISE 2: SEGMENTING ELEMENTS TO MODEL LOCATION FOR
SCHEDULING TASKS
un the 4D simulation created in the previous exercise and look
R
for items that are delayed, waiting for previous tasks to be
completed.
evise a strategy for using location-based, parallel tasks to
D
subdivide long tasks and shorten the project schedule by
improving workflows. Consider the:
A ssignment of building elements to work areas
C olumn and wall top and bottom constraints
Floor and slab divisions.
eturn to the Revit model and adjust or divide the building
R
elements as needed to model this new construction sequence.
E xport the new construction model to Navisworks and create a
new 4D simulation of the revised construction process using the
location-based scheduling strategy.
un the 4D simulation and note potential opportunities for
R
further improvements to the planned sequence of construction
operations.
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STUDENT MANUAL

Project Concepts
MODULE TWO: 4D SIMULATION AND CONSTRUC-
TION PLANNING CONTD

EXERCISE 3: USING 4D SIMULATION FOR MATERIALS PLANNING

AND MANAGEMENT

un a 4D simulation on the model file contained in the dataset

R
to identify the construction tasks planned for a specific time
period for example, week 11 of the project schedule.
reate a search filter to isolate the building elements required
C
for this set of tasks.

efine the search filter and viewpoint settings to highlight these

R
elements based upon their availability green for elements that
are available, and red for elements that are not available.

I dentify the building elements that are not available and require
expediting to allow construction as planned.

ASSESSMENT QUESTIONS:

NOTE: INSTRUCTOR MANUAL INCLUDES THE ANSWERS

4D SIMULATION AND CONSTRUCTION PLANNING

What is the advantage of using search sets versus selection sets

for selecting model elements in Navisworks Manage?

hat is the advantage of adding task IDs to building elements

W
in Revit to manage schedule linking?

How can construction planners use parts to improve construc-

tion simulations?

How do location-based workflows improve construction

schedules?

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STUDENT MANUAL

Project Concepts
MODULE THREE: COST ESTIMATING AND QUAN-
TITY TAKEOFF

SOFTWARE COVERED: EXERCISE 3: CREATING DETAILED QUANTITY TAKEOFFS

Autodesk Revit 2015 and higher. Estimated time 60-90 minutes

MODULE THREE LEARNING OBJECTIVES: PROJECT STEPS IN EXERCISE THREE:

Explore how to define new design option sets and experiment
with design. alternatives
Appreciate how to present each design option in separate
views.
Understand how to choose a design option as the final solution
and discard the other alternatives.
EXERCISE 1: CREATING AND COMPARING CONCEPTUAL ESTIMATES
Estimated time 45 - 60 minutes
PROJECT STEPS IN EXERCISE ONE:
Create conceptual mass families to quickly model conceptual
design alternatives.
Add parametric controls to dynamically flex the mass size and
shape.
Transfer a Revit project model to Navisworks Manage for
quantification
Choose which model elements to takeoff and quantify.
Build or import an item and resources catalog which are
populated with the work and resource breakdown structure
Takeoff quantities from several building types in the 3D project
model.
Apply resource data to takeoff items.
Track changes between model revisions.
Summarize takeoff quantities in Navisworks Quantification and
by exporting to spreadsheets or cost estimation software.

Use mass floors to divide a mass form into floor levels and
quantify key metrics (area, perimeter, and volume) for each
level.

Schedule and total mass floor areas.

Add parameters and simple formulas to compute conceptual

cost estimates.

EXERCISE 2: REUSING PRELIMINARY COST ESTIMATES TO INFORM

DESIGN

Estimated time 45-60 minutes

PROJECT STEPS IN EXERCISE TWO:

Convert the surfaces of a conceptual mass model into wall,

floor, and roof building elements.

Create schedules and material takeoffs to tabulate key quanti- EXERCISE 1 FINISHED - CONCEPTUAL MODEL
ties of building elements.

Add parameters and conditional formulas to compute prelimi-

nary cost estimates.

Using preliminary estimates to provide feedback for continued

design.

EXERCISE 1 FINISHED - CONCEPTUAL ESTIMATE

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STUDENT MANUAL

Project Concepts
MODULE THREE: COST ESTIMATING AND QUAN-
TITY TAKEOFF CONTD

LESSON OVERVIEW

In this lesson, students explore the process of identifying areas of a

project where multiple design options are being considered and a
workflow for exploring, evaluating, and presenting those options
within a single integrated design model. They will learn how to:
Consider options for the design of an entire building wing.

Compare alternatives for room layouts in a portion of a

building.

STUDENT EXERCISES:

EXERCISE 2 FINISHED - CONCEPTUAL MODEL EXERCISE 1: CREATING AND COMPARING CONCEPTUAL ESTIMATES

Create a conceptual cost estimate for the conceptual mass model

contained in the dataset.

Divide the conceptual mass into mass floors with a 12-foot

floor-to-floor height.

Create a schedule of the mass floors and calculate the total area
available.

Add a calculated value parameter to compute a cost estimate

for each floor and the total conceptual cost for the entire
building based on the areas enclosed.

Duplicate the previous estimate and adjust the copy to allow you to
refine the estimate on a floor-by-floor basis:

Add a shared parameter to assign a function to each of the

mass floors.
Update the schedule to use different costs per square foot
EXERCISE 2 FINISHED - MULTI-CATEGORY MATERIAL TAKEOFF
based on the function assigned to each mass floor.

Add a calculated value to the schedule to compute a conceptual

cost for each mass floor based on the function specified.

Add parametric control to the conceptual mass to enable you to

quickly test different configurations and see the impact on the
conceptual estimate.

Edit the conceptual mass family and add parameters to quickly

change the length, width, and height of the mass.

Reload the mass family into your project and flex the new
parameters to see the impact on the conceptual cost estimate.

Set up design options to enable you to test and display

conceptual estimates for three different length/width/height
configurations.

EXERCISE 3 FINISHED - NAVISWORKS QUANTITY TAKEOFF

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STUDENT MANUAL
Project Concepts
MODULE THREE: COST ESTIMATING AND QUAN-
TITY TAKEOFF CONTD
EXERCISE 2: REUSING PRELIMINARY COST ESTIMATES TO INFORM
DESIGN
Create schedules of the wall, floor, and roof elements in the building
model contained in the dataset.
Include fields showing the type and key dimensions of the
elements (length, height, and area as applicable).
Group the items in each schedule by type and add subtotals for
the Area parameters in the group footers.
Add new parameters to these schedules to convert the model
quantities into preliminary cost estimates.
Add a shared parameter for recording a preliminary unit cost
(per square foot) and associate this shared parameter with the
wall, floor, and roof elements as a type parameter.
Add this preliminary unit cost parameter to each of the
schedules.
Add another new parameter a calculated value multiplying the
preliminary unit cost by the area of each element to compute
a preliminary cost estimate for each element.
Look up preliminary cost data ($ per square foot) for each of
the wall, floor, and roof types in the building model.
Enter these values quickly by selecting the appropriate cells in
the schedules, and entering the values there. Since the
preliminary unit cost is a type parameter, the value entered will
be applied to all elements of that type.
Add subtotals for the preliminary cost estimate parameter to
the group footers to report a subtotal by each type and a grand
total for all the wall, floor, and roof elements.
Create design options and use schedules to quickly compare the
preliminary cost impacts as you vary the size, shape, and types of the
model elements in each option.
Create duplicate of the preliminary cost estimate schedules for
each design option and use the visibility graphics overrides to
display the appropriate data for each option.
Place the preliminary cost estimate schedules for several options
side-by-side on a sheet to easily compare the estimates for the
different alternatives.
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EXERCISE 3: CREATING DETAILED QUANTITY TAKEOFFS
Use Autodesk Navisworks to tabulate key quantities for the building
model contained in the dataset including:
Exterior Glazing
Walls
Roofs
Railings
ake a family type change, addition or deletion to the Revit
M
project and reexport to Navisworks to perform a cost reliability
analysis between model revisions. Accept or reject the
changes.
reate a report summarizing these key quantities and export it
C
for analysis in spreadsheet or cost estimating software.
ASSESSMENT QUESTIONS:
NOTE: INSTRUCTOR MANUAL INCLUDES THE ANSWERS
COST ESTIMATING AND QUANTITY TAKEOFFS
What is the advantage of using design options in Revit for
comparing and analyzing conceptual designs?
hy is using conceptual masses a better approach for concep-
W
tual design?
Why are the advantages of using conceptual mass families
versus in-place masses?
What is the advantage of using parts when creating material
takeoffs?
When should you use a schedule of building elements versus a
material takeoff?
What types of building elements are typically quantified... Using
counts?
What are the best sources for cost data?
What factors should be considered when comparing projects to
establish conceptual cost metrics?
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STUDENT MANUAL

Project Concepts
MODULE FOUR: FACILITIES MANAGEMENT

SOFTWARE COVERED: Highlight building elements in schedule views based upon

parameter values using conditional formatting.
Autodesk Revit 2015 and higher.
Use filters and graphic overrides to select and highlight
Exercise 03 requirements:
elements in 3D views.
Autodesk Revit 2015 DB Link (obtain from accounts.autodesk.
com, Management menu, Quick links heading> Product Enhance- EXERCISE 3: INTEGRATING BIM MODELS ASSET MANAGEMENT AND
ments link) TRACKING SYSTEMS

Autodesk Revit 2016 DB Link Estimated time 15-30 minutes

Microsoft Access Database Engine 2010 Redistributable PROJECT STEPS IN EXERCISE THREE:

MODULE FOUR LEARNING OBJECTIVES: Compile and update building performance and element tracking
data.
Explore how to create and manage meta data for building
elements. Export BIM model data to external editors (such as spread-
sheets and databases) for updating.
Create reports of meta data of the building model to assist with
facilities management. Import and merge external data into a BIM model.
Learn to export BIM data to external databases for use with
asset management systems.

EXERCISE 1: ADDING FACILITIES MANAGEMENT INFORMATION TO

BIM MODEL ELEMENTS

Estimated time 45 - 60 minutes

PROJECT STEPS IN EXERCISE ONE:

Identify the parameters needed to track the life cycle of

building elements and support facilities management opera-
tions.

Create new parameters and add them to BIM model elements

(such as rooms, areas, surfaces, fixtures, and equipment).

Build formulas to calculate, track, and report key FM metrics.

EXERCISE 1 FINISHED - ASSIGNABLE SPACE LEGEND
Create schedules for reporting and quickly entering parameter
values for model elements.

Display FM information in plan views using color fill legends.

EXERCISE 2: USING BIM MODELS TO TRACK AND PLAN PREVENTIVE

MAINTENANCE

Estimated time 45-60 minutes

PROJECT STEPS IN EXERCISE TWO:

Create new parameters and views for tracking maintenance

history.

Use schedules and formulas to plan for element replacement

and preventive maintenance. EXERCISE 1 FINISHED - SPACE UTILIZATION SUMMARY
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STUDENT MANUAL

Project Concepts
MODULE FOUR: FACILITIES MANAGEMENT
CONTD

EXERCISE 2 FINISHED - 10 YEAR LIFE CYCLE REPLACEMENTS EXERCISE 3 FINISHED - DATABASE IMPORT TO REVIT

LESSON OVERVIEW

In this lesson, students explore how the powerful tools available in

the Autodesk Revit platform can be used to track, update, and
maintain facilities management information to support better
planning, operations, and maintenance decision-making throughout
a buildings life cycle.

EXERCISE 1: ADDING FACILITIES MANAGEMENT INFORMATION TO

BIM MODEL ELEMENTS

Create formulas to make comparisons between Gross and Net

EXERCISE 2 FINISHED - FLOOR REPLACEMENT PLANNING SCHEDULE square footages for the rooms in the project dataset.

Use those values to define areas of assignable/non-assignable

space.

Create a room schedule of the spaces on Level 2 and create a

project parameter called Assignable and add it to the
appropriate rooms. This parameter should a simple Yes/No
parameter that allows users to simply toggle a rooms assign-
able designation.

Using schedule Sorting/Grouping and Filter options to set up

the schedule to appear with subtotals for assignable and
non-assignable space, as well as the total space available on
Level 2.

Add additional parameters and calculated values within the

schedule using these formulas:

o Assignable Area: If(Assignable, Area, 0 SF)

EXERCISE 3 FINISHED - CHANGES MADE IN MS ACCESS DATABASE o Assignable Area %: Assignable Area /

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STUDENT MANUAL
Project Concepts
MODULE FOUR: FACILITIES MANAGEMENT
CONTD
o Net to Gross %: Area /
Create a plan view and use a color fill legend to display a
custom color scheme based on the spaces designation as an
assignable or non-assignable area.
EXERCISE 2: USING BIM MODELS TO TRACK AND PLAN PREVENTIVE
MAINTENANCE
Create project parameters and set up a schedule for tracking life
cycle information of building elements (such as flooring, plumbing
fixtures, doors, furniture, and so on.)
Create project parameters to track information about the floors.
These should be instance parameters assigned to the room
category, and they should appear in the floor schedule. For
example:
Floor Installation Year
Floor Life cycle
Floor Type (material name)
Floor Cost per SF
Duplicate the existing room schedule and add these new fields.
Add formulas to compute and track the flooring replacement
information using these formulas:
Floor Replacement Year: Floor Installation Year + Floor
Life cycle
Floor Replacement Cost: Floor Cost per SF * Area / 1 SF
Enter values for these new fields in the room schedule or by
selecting the room objects in a floor plan view and editing the
values in the properties palette.
Use conditional formatting to highlight the floors requiring
replacement within one year.
Use a similar process to add life cycle tracking parameters to the
component families in the project.
Create shared parameters to enable them to be accessed from
any project and provide the ability to be exported them to
external databases (for example, Microsoft Access or SQL) for
updating outside of the Revit environment.
Installation Year
Life cycle
Replacement Cost
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Create project parameters with the same names and link them
to the shared parameters. These should be instance parameters
to enable tracking of individual elements.
Assign these project parameters to all categories except floors
and rooms.
Create a plumbing fixture schedule and applying the Filters and
Sorting/Grouping options to create a schedule similar to the one that
appears in Figure 7.5.4.
Create a filter and use visibility graphics overrides to the highlight
items in a 3D view based on this maintenance data. For example,
highlight the items with a replacement date within the next 6
months in red.
EXERCISE 3: INTEGRATING BIM MODELS ASSET MANAGEMENT AND
TRACKING SYSTEMS
Use the Revit DBLink utility to export, link and manage project
parameters from an external database (such as Access or SQL) for
asset tracking and management.
Verify that the shared parameters to be included in the export are
available as project parameters.
Create a database connection to move Revit data in and out of the
project database.
Open the Revit DB Link tool from the External tools drop-down
on the Add-Ins tab.
Create a new connection and choose the Microsoft Access
Driver as the new data source.
Navigate to a convenient location for the database and save the
DSN file. Then, click Finish to create the Access database file.
Select the new Access database file and export the data from the
project model.
Open the database file using Microsoft Access and change the
value of the Date Installed field for several of the elements that
appear in the database.
Return to Revit and open the Revit DBLink tool again to
re-import the updated data from the database file.
Click on Edit and Import to begin the import process.
When the import is complete, the Revit DBLink tool generates a
report displaying the updates to the BIM model data.
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STUDENT MANUAL

Project Concepts
MODULE FOUR: FACILITIES MANAGEMENT
CONTD

Open the plumbing fixture schedule created in the exercise and

confirm that the values changed in the Access database have
also been updated in the BIM model.

ASSESSMENT QUESTIONS:
NOTE: INSTRUCTOR MANUAL INCLUDES THE ANSWERS

FACILITIES MANAGEMENT

What kind of data is tracked to assist with space planning

activities?

What type of information is typically tracked for building

components to support preventive maintenance activities?

What is the advantage of using shared parameters versus

project parameters for facilities management information?

What is the advantage of linking a Revit project model to an

external database editor?

Are there other tools available for linking Revit data to

spreadsheets and other editors?

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STUDENT MANUAL

PROJECT RESOURCES

MODULE 01 CONSTRUCTION MODELING

Imperial
Module01Ex01_Modeling to Match Construction Methods_Imperial_Start.rvt
Module01Ex01_Modeling to Match Construction Methods_Imperial_Finished.rvt
Module01Ex02_Using Parts to Improve Model Accuracy_Imperial_Start.rvt
Module01Ex02_Using Parts to Improve Model Accuracy_Imperial_Finished.rvt
Module01Ex03_Using 3D Views to Enhance Design Communication_Imperial_Start.rvt
Module01Ex03_Using 3D Views to Enhance Design Communication_Imperial_Finished.rvt
DATASETS
Metric
Module01Ex01_Modeling to Match Construction Methods_Metric_Start.rvt
Module01Ex01_Modeling to Match Construction Methods_Metric_Finished.rvt
Module01Ex02_Using Parts to Improve Model Accuracy_Metric_Start.rvt
Module01Ex02_Using Parts to Improve Model Accuracy_Metric_Finished.rvt
Module01Ex03_Using 3D Views to Enhance Design Communication_Metric_Start.rvt
Module01Ex03_Using 3D Views to Enhance Design Communication_Metric_Finished.rvt
Module01Ex01_Modeling to match construction methods_INT.mp4
SOFTWARE TUTORIAL Module01Ex02_Using Parts to Improve Model Accuracy_INT.mp4
Module01Ex03_Using 3D Views to Enhance Design Communication_INT.mp4

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STUDENT MANUAL

PROJECT RESOURCES

MODULE 02 4D SIMULATION AND CONSTRUCTION PLANNING

Imperial and Metric (Change units in Navisworks program)
Module02Ex01_4D Sim and Const Planning.nwd
Module02Ex01_4D Sim and Const Planning.nwc
Module02Ex02_Segment Elements to Model Locations for Scheduling.nwd
Module02Ex02_Segment Elements to Model Locations for Scheduling_Imperial_Finished.
nwc
Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Finished_v4.nwd
Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Finished_v4.nwc
Module03Ex03_Creating Detailed Quantity Takeoffs_base line model.xlsx
Imperial
Module02Ex01_4D Sim and Const Planning_Imperial_Start.rvt
Module02Ex01_4D Sim and Const Planning_Imperial_Finished.rvt
Module02Ex01_Imperial_Timeline.csv
Module02Ex02_Segment Elements to Model Location for Scheduling_Imperial_Start.rvt
DATASETS Module02Ex02_Segment Elements to Model Location for Scheduling_Imperial_Finished.rvt
Module02Ex02_Imperial_Timeline.csv
Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Start.rvt
Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Finished.rvt
Module02Ex03_Imperial_Timeline.csv
Metric
Module02Ex01_4D Sim and Const Planning_Metric_Start.rvt
Module02Ex01_4D Sim and Const Planning_Metric_Finished.rvt
Module02Ex01_Metric_Timeline.csv
Module02Ex02_Segment Elements to Model Location for Scheduling_Metric_Start.rvt
Module02Ex02_Segment Elements to Model Location for Scheduling_Metric_Finished.rvt
Module02Ex02_Metric_Timeline.csv
Module02Ex03_4D Simulation for Materials Planning and Mgt_Metric_Start.rvt
Module02Ex03_4D Simulation for Materials Planning and Mgt_Metric_Finished.rvt
Module02Ex03_Metric_Timeline.csv
Module02Ex01_4D Simulations and Construction Planning_INT.mp4
SOFTWARE TUTORIAL Module02Ex02_Segmenting Elements to Model Location for Scheduling Tasks_INT.mp4
Module02Ex03_Using 4D Simulation for Materials Planning and Mgt_INT.mp4

STEP BY STEP GUIDE Student Manual.pdf

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STUDENT MANUAL

PROJECT RESOURCES

MODULE 03 COST ESTIMATING AND QUANTITY TAKEOFF

Imperial and Metric (Change units in Navisworks program)
Module03Ex03_Creating Detailed Quantity Takeoffs.nwd
Module03Ex03_Creating Detailed Quantity Takeoffs.nwc
Imperial
Module03Ex01_Creating and Comparing Conceptual Estimates_Imperial_Start.rvt
Module03Ex01_Creating and Comparing Conceptual Estimates_Imperial_Finished.rvt
Module03Ex01_Imperial_ConceptualMass.rfa
Module03Ex01_Imperial_ConceptualMass_finished.rfa
Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Imperial_Start.rvt
Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Imperial_Finished.rvt
DATASETS Module03Ex03_Creating Detailed Quantity Takeoffs_Imperial_Start.rvt
Module03Ex03_Creating Detailed Quantity Takeoffs_Imperial_Finished.rvt
Metric
Module03Ex01_Creating and Comparing Conceptual Estimates_Metric_Start.rvt
Module03Ex01_Creating and Comparing Conceptual Estimates_Metric_Finished.rvt
Module03Ex01_Metric_ConceptualMass.rfa
Module03Ex01_Metric_ConceptualMass_finished.rfa
Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Metric_Start.rvt
Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Metric_Finished.rvt
Module03Ex03_Creating Detailed Quantity Takeoffs_Metric_Start.rvt
Module03Ex03_Creating Detailed Quantity Takeoffs_Metric_Finished.rvt
Module03Ex01_Creating and Comparing Conceptual Estimates_INT.mp4
SOFTWARE TUTORIAL Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_INT.mp4
Module03Ex03_Creating Detailed Quantity Takeoffs_INT.mp4

STEP BY STEP GUIDE Student Manual.pdf

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STUDENT MANUAL

PROJECT RESOURCES

MODULE 04 FACILITIES MANAGEMENT

Imperial and Metric
Revit 2015 Project Database.mdb
Revit 2016 Project Database.mdb
Imperial
Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Imperial_Start.rvt
Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Imperial_Finished.rvt
Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Imperial_Start.rvt
Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Imperial_Finished.rvt
Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Imperial_Start.rvt
DATASETS Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Imperial_Finished.rvt
R2016_Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Imperial_Finished.rvt
Metric
Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Metric_Start.rvt
Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Metric_Finished.rvt
Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Metric_Start.rvt
Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Metric_Finished.rvt
Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Metric_Start.rvt
Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Metric_Finished.rvt
R2016_Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Metric_Finished.rvt
Module04Ex01_Adding Facilities Mgt Info to BIM Model Elements_INT.mp4
SOFTWARE TUTORIAL Module04Ex02_Using BIM Models to Track and Plan Prev Maint_INT.mp4
Module04Ex03_Integrating BIM Models Asset Mgt and Tracking Systems_INT.mp4

STEP BY STEP GUIDE Student Manual.pdf

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STUDENT MANUAL

Appendix A
REVIT KEYBOARD SHORTCUTS

COMMAND SHORTCUT COMMAND SHORTCUT

VIEW CONTROL EDIT

HIDDEN LINE HL ARRAY AR

SHADING WITH EDGES SD COPY CO

VISIBILITY / GRAPHICS VG DELETE DE

VIEW PROPERTIES VP GROUP GP

WIRE FRAME WF LOCK OBJECTS LO

ZOOM ALL TO FIT ZA MODIFY MD

PREVIOUS SCROLL ZOOM ZC MIRROR MM

ZOOM TO FIT ZX MOVE MV

ZOOM OUT (2X) ZV PROPERTIES PR

ZOOM IN REGION ZZ ROTATE RO

REFRESH WINDOW F5 DRAFTING

SNAP OVERRIDES DIMENSION DI

ENDPOINT SE DETAIL LINES DL

HORIZONTAL / VERTICAL SC SPOT ELEVATION EL

INTERSECTION SI GRID GR

MIDPOINT SM LEVEL LL

NEAREST SN REFERENCE PLANE RP

SNAPS OFF SO ROOM TAG RT

PERPENDICULAR SP TEXT TX

QUADRANTS SQ TAG TG

SNAP TO REMOTE SR TOOLS

STANDARD SNAPPING SS ALIGN AL

TANGENT ST LINEWORK LW

WORK PLANE GRID SW OFFSET OF

MODELING PAINT PT

WALL WA SPLIT FACE SF

WINDOW WN SPLIT WALL AND LINES SL

DOOR DR TRIM AND EXTEND TR

COMPONENT CM

MODELING LINES LI

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