CGS Revit Tools 2017 - manageddesign.commanageddesign.com/hubfs/Support Docs/CGS_Revit_Tools_Guide-t... · CGS Revit Tools 2017 3 toll free: (877) 564-3420 • [email protected]

Philip Charlson | 2.10.2017

CGS Revit Tools 2017


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toll free: (877) 564-3420 • [email protected] • www.manageddesign.com

The intent of this guide is to provide supplemental information and use instructions for many of the commonly used tools in the CGS Revit Toolset. A free trial download link along with additional video instructions can be found at www.manageddesign.com/revit-tools.

Contents BIM Manager ..............................................................................................................................................................2

QA/QC .........................................................................................................................................................................7

Analysis .................................................................................................................................................................... 10

Reinforcement ......................................................................................................................................................... 11

Modify ...................................................................................................................................................................... 15

View ......................................................................................................................................................................... 18

Selection .................................................................................................................................................................. 28

Parameter Administration Kit .................................................................................................................................. 31

Families .................................................................................................................................................................... 37

Content Administration Kit ...................................................................................................................................... 39

http://www.manageddesign.com/revit-tools


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BIM Manager Folder:

With a Revit file opened the tool opens folder in Windows Explorer, where the file is saved. The tool works on all files (RVT, RFA & RTE).

Export:

With Export the user can export families into a personal library on their computer. The user can choose one, multiple or all families and export them from the current project in a dialog box that show the tree view of families.

Import:


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With Import the user can load families in a project. The user can choose one, multiple or all families and import them into the current project. In a location set below it will lost all families in the location and you can selectively load multiple types into your project.


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Multi-Type Editor:

Multi type editor displays a tree of elements in a project, which can be edited, changed and arranged at the same time. Multiple types of a family can be displayed at one time to determine similarities or differences between the types. Information can be updated and updated in the project.


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BIM Query:

This tool enables the user to quickly edit type and Instance properties for selected Categories. The user can edit properties with a built-in spreadsheet editor or save and open in MS Excel. Once the Excel file is updated, you can load it back and apply the changes to Revit model.

The built-in spreadsheet editor includes MS Excel functionality for sorting or filtering parameters. Productivity tools available in the editor include:

• copy & paste parameter values • drag cell values where the tool auto increments values • select Material with drop-down control • use units for length input (e.g. 1m, 1' 2 1/256")


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QA/QC

Project Cleanup:

Tools to cleanup a project (Material Cleanup, Unplaced Room Cleanup, Unplaced Area Cleanup, Unplaced Space Cleanup, View Cleanup, Line Style Cleanup, Line Pattern Cleanup, Fill Pattern Cleanup, Dimension Cleanup, Text Note Style Cleanup, and Subcategories Cleanup.) Provides the ability to create a lightweight file that contains only the views and elements specified by user.


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QA/QC Tags:

Allows you to see what items have been tagged by a selected category. You also have the option to select which items have not been tagged. The last option is to highlight items that are tagged as well as the items tagged.


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Toggle Transparency:

Allows you to change the transparency of items selected. You can set the percentage of transparency in the Settings options.


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Analysis

Analyze-Insertion:

Defines the insertion point for a selected element.

Analyze-Thickness: Defines the total thickness for the selected elements.

Analyze-Room Lighting:

Calculates the ratio between the room area and the sum of window areas for each room.

Analyze-Swing Direction:

Creates a shared parameter for the Door and Window instances and calculates swing direction.

Update:

Updates Shared Parameter values for all instances that were updated with one of the Analyze tools.


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Reinforcement

Visibility-Make Obscured/Unobscured:

Tool makes selected rebar appear obscured or unobscured in active 3D view. If nothing is selected, the tool selects rebar from active view.

Make Wireframe/Solid in 3D:

Tool makes selected rebar appear as lines or solid in active 3D view. If nothing is selected, the tool selects rebar from active view.

Annotate

Import-Import Spreadsheet: This tool imports MS Excel spreadsheet (XLS, XLSX) as Revit schedule. User can modify it, apply it to sheet and use it in project.

Align:

This set of tools aligns text notes or labels to other text notes, labels or lines. The Align Text tool is used for aligning text according to selected elements. The tools are useful when editing your annotation tags this way you can be sure, everything is aligned properly.

Center, Middle

These two tools convert selected Text Note element to upper or lower case. You can manage exceptions in Settings dialog.


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Text-To Upper Case/To Lower Case:

These two tools convert selected Text Note element to upper or lower case. You can manage exceptions in Settings dialog.

Renumber:

Set includes tools to manually or automatically renumber mark parameters for instances (Door, Window, Furniture...), tools to renumber number parameter in Rooms, Spaces or Areas and to renumber picked grids according to chosen settings in the model.


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Material Legend:

Individual modeling of our regions for material legends takes a certain amount of time that could be used more productively. Using our Material Legend tool you can generate a legend of all materials at the same time in just a few steps.


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Legend by Category:

Legend by Category will generate graphical schedules for various elements in just a few steps. Users can create a legend for windows, doors, furniture, walls, roofs, elements of installation, etc. The user has control of the appearance of the table including which parameters to be included and the order they are listed in the table. The ability to quickly create custom legends is very useful for organizing information and coordinating with manufacturers.


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Modify Draw Bounding Box:

Draw Bounding Box draws a rectangle around selected elements in an active view. The bounding lines are adaptable and can be changed if necessary. This tool saves time because users can simply select elements and in just one step it is already bounded.

Room To Floor:

One of the most useful tools is Room to Floor which enables the users to automatically generate a floor of a selected type within the selected Room. This command can also join several connecting Floors if multiple Rooms are chosen, or take a door swing into account when generating the shape of the Floor.

Edit Grid Name:

Edit Grid Name tool allows users to quickly edit the names of their grids. Edit Grid Name tool indicates the direction of the grids, as well as information about the position of the grids (x, y).


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Multi Join:

Multi-Join tool automates Revit's Join Geometry tool by allowing users to join selected categories.


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Assembly-Create Assemblies:

Creates an assembly from each of the selected instances. This tool updates the coordinate system of the assembly according to the instances main direction (e.g. X axis of a wall).

Assembly-Create Assembly Views:

Displays a dialog, choose the view direction and placement of up to four views for each assembly. Creates views and places it on the sheets according to your settings.


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View

Resize Section Box:

This tool enables users to resize a section box via a user input in dialog box. User can resize box in all directions to get a better look at details. The tool enables you to create the section box manually, by room or space, grid lines or by view.


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Toggle:

The Category Toggle tool enables the user to switch ON and OFF any category in a project (Architecture, Mechanical, Annotation…). A dialogue box offers the ability to select the category then choose to display or hide it in various views. With Category Toggle there is no need to use the Visibility/Graphics dialogue box.


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Off:

Quick toggles enables you to switch certain Categories off in active view (e.g. turn off dimensions in active view).


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On:


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Quick toggles enables you to switch certain Categories on in active view (e.g. turn off dimensions in active view).

Zoom To-Zoom To Room or Space:

This tool enables you to Zoom to selected rooms/spaces in the current or linked project.

Zoom To-Zoom To Selection

This tool enables you Zoom to selected elements in the current or linked project after you select the item.


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Crop Region:

Users can edit a Crop Region to the current view. This can be created by giving the exact dimension of the crop region or by inputting the offset distance from the selected elements.

The Match Crop Region tool is particularly useful, as the users can match dimensions and positions of a Crop Region from the selected to the current view.


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Sheet-View/Sheet Manager:

With the Sheet Manager tool, users are able to edit the sheet names, numbers, view…. Parameters can be grouped and filtered as needed to enable a better overview of data on the sheets.


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Sheet-Align Viewport on Sheet:

Displays a dialog to position a selected view on a sheet by choosing a side and an offset. It can be used on multiple sheets on a project to keep consistency.

Sheet-Duplicate Sheet:

This tool enables user to duplicate active sheet. User can choose whether to duplicate views that are placed on active sheet.

Sheet-Orient View to Face:

Makes the surface you select the current workplane allowing you to add components to the surface.


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Room Views:

Displays a dialog to create a new view (plan, 3D, elevation) and define view names. This tool creates specified views for each selected room, where plan and ceiling views appear as dependent views and the 3D and elevation views appear as new views in the project browser.


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View Depth Override:

Changes element color depending on the distance to the view plane. This allows you to be able to see the depths in the view depending on where the object is located.

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Selection

Select:

Set of tools for selection instances by Category, Family, Type, Bounding, Host, Hosted or Worksets. Select elements in the active view and then select the option for it to highlight all the items in the project or host.


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Filter:

The Selection Filter tool displays a tree of elements in a project, grouped according to the users selection (e.g. by Category). It enables efficient control over the selection of certain elements. This tool enables the users to filter elements either from the selection, whole model or active view. When selecting Instances based on Properties the properties are now grouped by Instance and Type.

CGS Revit Tools enables user, besides grouping instances by Category, by Levels, etc. group instances also by Worksets.


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Modeless:

This is the same as the filter command but can remain active on your screen while running commands. This works best if you have dual screens that you can place the dialog box on.


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Parameter Administration Kit

Translate & Reorder:


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Shared Parameter Manager:

Tool enables quick and easy managing shared parameters in a table. It displays a dialog, where users can review, add and delete shared parameters to their shared parameter file.


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Parameter Manager:

With this tool user can create new project parameters and/or edit family parameters (e.g. convert parameters from instance to type based, import many shared parameters at once, etc.). In a project file user can import one or more shared parameters and apply it to multiple categories at once in a selected group.

In a family file user can manage a several parameter properties at once. Tool Parameter Manager has more functionality. User can change the parameter from instance to type, delete parameters and import one or more shared parameters from the shared parameter file. The tool enables user to export parameter to a JSON file which can be imported to a different family file with same parameters and definitions.


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Reload Families:

Allows you to reload families that have been modified in a family library or other location and will automatically overwrite graphics and parameters if you choose.


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Manage Calculated Parameters:

This tool enables user to define rules (formulas) to run on chosen instances and update parameters (e.g. sum all Length parameters on ducts in parameter filter and set it back to each instance). This tool enables user to read the values of host or room elements and write it into the hosted element.

Update Calculated Parameter:

Update parameters based on selected rules.


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Execute Calculated Parameter:

Tool displays context menu with list of calculated parameter definitions from the Manage Calculated Parameters CGS Tool.


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Families

Family Report:

Creates a detailed report for families in active document. You can select what category of family you want to display for information.


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Update Category:

Tool Update family enables user to change category for selected families (RFA files). You can select the location of the families that you want to change and what category of family you want to change them to. You also have internal options within the families that you can modify.


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Content Administration Kit

BIM Content:

BIM Content shows radial menu with content in your library folder. Users can expand categories of objects to place families in your design. Users can update library folder path with Settings under Content Admin Kit.


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Settings:

Content Admin settings

Manage Families:

This tool enables user to opens library folder in Windows Explorer, where its content can be updated (add Families, organize folders, etc.). Users can update library folder path with Settings under Content Admin Kit.


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QA-Import

Activate View:

This tool enables user to open a dialog displaying all the views of the project and selecting which view to open and activate. The user can see a preview of the view before opening it reducing the time that a user may open a view not meant to be opened.


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Copy Standards:

This tool enables user to copy views and materials from one open project to another open project.


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Copy Legend:

After creating and placing a legend view on a sheet you can select the legend and the Copy Legend tool to copy the legend to multiple sheets in your project.


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Bubbles:

With this tool you have the option to hide or show the grid or level bubbles/heads of the selected items.

Documents

CGS Revit Tools 2017 - manageddesign.commanageddesign.com/hubfs/Support Docs/CGS_Revit_Tools_Guide-t... · CGS Revit Tools 2017 3 toll free: (877) 564-3420 • [email protected]