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BIM for Construction Industry

Workflow
This self-guided tutorial will cover recommended
practices for using BIM in Construction and its
associated workflows. Several workflows will be
highlighted, including Constructability Modeling,
Multidiscipline Coordination, Quantification and
Field Layout. These workflows will highlight the
capabilities of the Autodesk BIM Solutions for
Construction, as well as Autodesk BIM360 cloud-
based offerings and how they benefit a wide range
of professionals in the Construction industry.

Lesson 1:
Constructability Modeling
Click here to download the Lesson 1 Sample Dataset

In this lesson, we will explore the tools and


capabilities you can use to add the construction
detail to your design intent models. We will focus
on how to consume 2D information, use it to build
our 3D models, and then how to add or configure a
model for construction detail.

In the following exercises, you will:


 Convert 2D information into a 3D model
 Add construction information to the model
 Configure the model for preconstruction
activities
 Create and manage assemblies
 Create detailed exploded views

Exercise 1 – Convert 2D Information into a 3D


Model

A typical deliverable from our design teams today


is 2D paper or digital construction documents. It
can be a challenge to use this 2D information to
build the models needed to gain the maximum
value from BIM in our preconstruction processes.
Here we will look at specific tools in Autodesk
Revit for consuming this information easily and
accurately.

Click here to start video

1. In Revit, open New Project.rvt.


2. In the Project Browser, verify the Ground
Floor view is the active view. The current view

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will be Bold. Double-click the view to make it
current.
3. To link a CAD file of the Ground Floor plan, on
the Insert tab, Link panel, click Link CAD.

4. In the Link CAD Formats dialog box:


 Navigate to the folder where the datasets
for this exercise are saved.
 Select Medical Office – Ground
Floor.dwg.
 From the Positioning list, select Auto –
Origin to Origin.
 Click Open.
The CAD file is linked into the project.

5. On the Architecture tab, Datum panel, click


Grid.

6. On the Modify | Place Grid tab, Draw panel,


select Pick Line.

This allows you to pick lines from the linked


CAD file.

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7. To specify the line to convert to a grid line, select
the line as shown.

A Revit gridline with tag is created from the


CAD line.
8. Select the tag to rename it.
9. For the new name, enter A.

10. Repeat the steps to create grid lines using the


CAD lines B and C.
The grid bubbles are placed on the right side
of the grid lines and they are automatically
number correctly.

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11. Repeat the steps to create grid lines using the
CAD lines 1-6.

12. On the Architecture tab, Build panel, click


Wall.

13. In the Properties palette, from the Type


Selector, select Exterior 16”.

14. On the Options bar, from the Location Line


list, select Finish Face Exterior.

15. To specify the start point of the wall, select a


point near grid line 12 as shown.

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16. Press SPACEBAR to flip the orientation of the
wall.
17. To specify the end point of the wall, select a
point as shown.

18. Continue to trace several of the exterior walls


from the CAD file.
Notice that only the outside edges of the walls
are displayed in the view.

19. On the View Control bar, click Visual Style >


Wireframe.

This will allow you to see through the walls to


the linework of the cad file.

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20. In the Properties palette, from the Type
Selector, select Interior – 4 7/8”.
21. On the Options bar, from the Location Line
list, select Finish Face Exterior.

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22. To specify the start point of the wall, select
the end point of the CAD wall near the grid
intersection E6 as shown.

23. Press SPACEBAR to flip the orientation of the


wall.
24. To specify the end point of the wall, select a
point as shown.

25. To specify the end point of the next wall,


select a point as shown.

26. Press ENTER to end the wall segment.


27. Add another interior wall as shown.

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28. On the Architecture tab, Build panel, click
Door.

29. Place the two doors as shown.

30. Close the file. Do not save changes.

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Exercise 2 – Add Construction Information
In this section we will explore the capabilities of
Revit to add additional detail to the construction
model we have created. We will add parameters
and properties to our models to ensure that we
have the correct information needed when
consuming our models in downstream activities
like quantification, planning and coordination.

Click here to start video

1. In Revit, open Medical Office – Architectural –


Exercise 2.rvt.
2. In the Project Browser, under Floor Plans,
double-click Ground Floor to activate the
view.
3. In canvas, zoom in to the red clouded area as
shown.

4. On the Architecture tab, Room & Area panel,


click Room.

5. On the Tag panel, verify Tag on Placement is


selected.

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6. Click within the area as shown to add a room.

7. Add another room to the area as shown.

8. Press ESC to end the command.


9. To select the room, hover over it until it is
highlighted. Then click.

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10. On the Properties palette:
 Under Identity Data, for Number, enter
1303.
 For Name, enter EXAM 3-3.
 For Base Finish, enter VB.
 For Ceiling Finish, enter ACT.
 From the Wall Finish list, select PNT-1.
 From the Floor Finish list, select VCT-1.

11. Repeat the steps to change the properties of


the other room as shown.

12. Notice that the tags reflect the info entered in


the Properties palette.

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13. In the Project Browser, under
Schedules/Quantities, double-click Room
Schedule to open it.

14. Verify EXAM 3-3 and EXAM 3-4 are listed in


the schedule.

15. Close the Schedule.


16. Verify the Ground Floor view is the active
view.
17. On the Annotate tab, Tag panel, click Tag by
Category.

18. On the Options bar, clear Leader.

19. In canvas, select the two untagged doors in


the clouded area to add the tags.
Notice that the tags do not have values in
them.

20. Press ESC to end the command.


21. Select the door on the right.
22. On the Properties palette, under Identity
Data, for Mark, enter 1303.
The door tag updates to display the door
number.

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23. Repeat the steps to enter the door number
for the door in room 1304.

24. In canvas, select the wall as shown.

25. On the Properties palette, click Edit Type.


26. In the Type Properties dialog box, under
Identity Data, for Type Mark, enter I1. Click
OK.
27. On the Annotate tab, Tag panel, click Tag by
Category.
28. On the Options bar:
 Select Leader
 For Length, enter ¼”.

29. Select a few walls outside the exam rooms to


place wall tags.

Notice that all walls of the same type will


display the Type Mark value in their tags.
30. Close the file. Do not save changes.

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Exercise 3 – Configure the Model for
Preconstruction Activities
We further enhance our BIM for construction
processes by configuring the building components
to better suit the construction intent for our
project. We start by dividing larger building
components into the pieces or sections needed to
suit construction practices. This is important
because most design intent models do not take
construction practices into account when they are
created. With these division tools, we can take a
concrete wall, divide it into the sections needed
to represent individual pours, and add critical
detail to the sections like connection details or
conduit chases.

Click here to start video

1. In Revit, open Medical Office – Architectural –


Exercise 3.rvt.
2. Verify that the 3D View - Roof Construction
view is the current view.
3. In canvas, select the large exterior wall with
the two ribbon windows.

4. On the View Control bar, click Temporary


Hide/Isolate > Hide Element.

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5. In canvas, select the large flat roof.

6. On the Modify | Roofs contextual tab, Create


panel, click Parts.

7. On the Properties palette, under Identity


Data, select Show Shape Handles. Click Apply.

8. Use the shape handles to stretch each layer of


the roof independently.

9. Press ESC to clear the selection.

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10. On the Properties palette, from the Parts
Visibility list, select Show Original. Click Apply.
The original roof is displayed.

11. Close the file. Do not save changes.

Exercise 4 – Create and Manage Assemblies


Once all of our building components are divided and
the construction detail needed is added, we can use
assemblies to pull components together as
necessary to best represent our construction
practices again. Here we will take several building
components that have been modeled separately
and combine them into an assembly. The assembly
allows us to document, add even more detail, and
manage these components easily.

Click here to start video

1. In Revit, open Medical Office – Structural –


Exercise 4.rvt.
2. Verify the 3D – Exercise 4 view is the current
view.
In canvas, select the 16 elements that make
up the entrance canopy. The back three
columns are intentionally left out.

Use CTRL+select to add items to a selection


set, SHIFT+select to remove items.
3. On the Create panel, click Assembly.

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4. In the New Assembly dialog box:
 From the Naming Category list, select
Structural Framing.
 For Type Name, enter Canopy.
 Click OK.
5. Press ESC to end the command.
6. In canvas, select the assembly.
If you select any part of the assembly, the
entire assembly is selected.
7. On the Assembly panel, click Edit Assembly.

8. On the Edit Assembly panel, click Add.

9. Select the three columns that were left out of


the assembly previously.

10. On the Edit Assembly panel, click Finish.


11. On the Assembly panel, click Create Views.

12. In the Create Assembly Views dialog box:


 For Scale, select ¼”= 1’-0”.
 Under Views to Create, select the views
as shown.

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 Verify Sheet is selected.
 From the Sheet list, select E1 30 x 42
Horizontal.
 Click OK.
13. In the Project Browser, expand Assemblies >
Canopy. Double-click Detail View: Detail
Section B to open the detail view.
14. On the View Control bar, click Detail Level >
Fine.

The materials are displayed with more detail


in the view.

15. On the Annotate tab, Dimension panel, click


Aligned.

16. To specify the first reference, select the line


as shown.

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17. To specify the second reference, select the
line as shown.

18. To specify the third reference, select the line


as shown.

19. To specify the dimension location, select a point


to place it as shown.

20. Repeat the steps to place another set of


dimensions on the opposite elements.

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21. Press ESC to end the command.
22. On the Annotate tab, Text panel, click Text.

23. On the Modify | Place Text tab, Format panel,


click

24. To specify the leader start point, select a


point as shown.

25. Specify a leader second point as shown.

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26. Specify the leader third point as shown.

27. For the text value, enter ADD NOTES.


28. Click in a blank area of the canvas to specify
you are done entering text.
29. Press ESC to end the command.
30. On the Project Browser, under Assemblies >
Canopy. Double-click Sheet: A101 – Sheet to
activate the sheet.
31. Drag the 3D View: 3D Ortho view from the
Project Browser onto the sheet.

32. Drag the Detail View: Plan Detail view from


the Project Browser onto the sheet.

33. Drag the Detail View: Detail Section B view


from the Project Browser onto the sheet.

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34. Close the file. Do not save changes.

Exercise 5 – Create Exploded Views


The last type of construction detail we can add to
our BIM is to take specific building components or
critical elements, and create exploded views of the
objects to create enhanced documentation and
better communicate intent for our project
stakeholders. Here we have a wall connection detail
that represents a critical component for the
construction process that we need to ensure is
accurately communicated to the installers on site.
Using straight forward navigation and easy to use
selection tools, we simply grab the components we
need, and move them graphically to gain the
desired look and view of the details. This view is
saved with our model, and can be added to any
document or sheet, and annotated to further
enhance the communication needed to ensure clear
understanding.

Click here to start video

1. In Revit, open Medical Office – Structural –


Exercise 5.rvt.
2. Verify the 3D – Exercise 5 view is the current
view.
3. In canvas, select the 9 elements that make up
the sloped roof framing at the West (left) side
of the building.

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4. On the View panel, click Displace Elements.

The selected objects become a displacement


set.
5. Use the blue control gizmo to move the
displacement set in the Z direction.

6. On the Properties palette, for Z Displacement,


enter 50’.
7. On the Displacement Set panel, click Edit.

8. On the Edit Displacement Set panel, click Add.


9. In canvas, select the two columns as shown.

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As you select them, they are added to the
displacement set.

10. Select the additional elements as shown.

They are added to the displacement set.

11. On the Edit Displacement Set panel, click Finish.


12. In canvas, select the 5 elements as shown.

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13. On the View panel, click Displace Elements.
14. Use the red control gizmo to move the
displacement set in the X direction.

15. In canvas, select the first set of displacement


elements that make up the sloped roof framing.

16. On the Displacement Set panel, click Edit.

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17. On the Edit Displacement Set panel, click Add.
In canvas, select the column as shown.

18. On the Edit Displacement Set panel, click Finish.


19. In canvas, select the floor as shown.
20. On the View panel, click Displace Elements.
21. Use the blue control gizmo to move the
displacement set in the Z direction.

22. Press ESC to clear the selection.


23. Use the ViewCube to rotate the view as shown.

24. In canvas, select the displacement set as shown.

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25. On the Displacement Set panel, click Path.

26. Click on some of the corners of displacement


sets to add path lines to the exploded view.

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27. Close all files. Do not save changes.

Lesson 2:
Multidiscipline Coordination
Click here to download the Lesson 2 Sample Dataset

The next preconstruction process we will explore


using our BIM for is multidiscipline coordination.
We can aggregate the various models we have built
into a single coordination model using Autodesk
Navisworks Manage.

In the following exercises, you will:


 Aggregate models into Navisworks
 Use Clash Detective to find clashes
 Manage clash views and viewpoints
 Resolve conflicts with Switchback
 Export clash reports

Exercise 1 – Aggregate models into Navisworks


In this exercise we will take multiple models that
we have either created in the constructability
modeling phase, or we have received from the
various project stakeholder that are a part of our
multidiscipline team. We begin in Navisworks
Manage, and Append a model directly from
Autodesk Revit. Once we have a base model we
can aggregate additional models by appending
more files. It is important to note that these
models do not have to all be from Revit, because
Navisworks support 60+ file types and formats,
making it very easy to work with any type of 2D
and 3D information provided.

Click here to start video

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1. Launch Navisworks Manage.
A new untitled project is automatically
opened on startup.
2. On the Home tab, Project panel, click Append.

3. In the Append dialog box:


 Navigate to the folder where the datasets
for this exercise are saved.
 From the Files of Type list, select Revit.
 Select Medical Office – Architectural.rvt.
 Click Open.
Note: If a Resolve message is displayed,
click Ignore All.

The architectural model is displayed in canvas.

4. Use the ViewCube to activate the Southwest


isometric view.

5. Repeat the steps to append the following


models.
 Electrical.rvt
 Mechanical.rvt
 Structural.rvt
 Plumbing.rvt
6. On the Home tab, Select & Search panel, click
Selection Tree.

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7. In the Selection Tree, right-click Medical
Office – Architectural.rvt. Select Hide.
The architectural plan is hidden.

8. In the Selection Tree, right-click Medical


Office – Architectural.rvt. Clear Hide.
The architectural plan is again displayed.
9. On the Viewpoint tab, Render Style panel,
click Mode > Shaded.

The model is displayed in shaded mode.

10. In the Selection Tree, right-click on Medical


Office – Architectural.rvt. Click Override Item
> Override Color.
11. In the Color dialog box, select Grey. Click OK.

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The entire architectural model is displayed as
grey.

12. In the Selection Tree, right-click on Medical


Office – Architectural.rvt. Click Override Item
> Override Transparency.
13. In the Override Transparency dialog box,
move the slider to the middle. Click OK.

You can now see through the skin of the


building to view the systems within.
14. In canvas, rotate the view so you can see the
transparency along the front of the model.

15. On the Quick Access tozolbar, click on Save.

16. In the Save As dialog box:


 For Name, enter Medical Office.
 From the Save as Type list, select
Navisworks File Set (*.nwf).
Click Save.

Exercise 2 – Use Clash Detective to find clashes


An integral part of the coordination using a BIM is
that we can run analysis to determine exactly
where we have conflicts in our building. Clash
Detective is used to run that analysis, and we will
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create and explore several clash tests to analyze
the various systems to find any problems now
instead of out in the field during construction. In
order to quickly find the systems we wish to clash,
we will start by creating a selections set to collect
all the like building components together for
analysis. With the selection sets created, we can
now run the clash detective, and analyze for
conflicts. Note that once we have test results, we
can quickly and easily explore the individual
clashes, and start to see the areas of conflict we’ll
need to manage in the coordination process.

Click here to start video

1. In Navisworks, open Medical Office – Exercise


2.nwf.
Note: If a Resolve message is displayed, click
Ignore All.
2. On the View tab, Workspace panel, click
Windows. Select Saved Viewpoints.
3. Right-click in a blank area of the Saved
Viewpoints palette. Click Save Viewpoint.
4. For the name of the new viewpoint, enter
Composite View.
5. Right-click on Composite View. Click Edit.
6. In the Edit Viewpoint dialog box, select
Hide/Required and Override.
7. In the Selection Tree, right-click on Medical
Office – Architectural. Select Hide.
8. Repeat the steps to hide Electrical and
Plumbing.
Now only the structural and mechanical
systems are visible.

9. On the Saved Viewpoints palette, right-click


and save the current viewpoint as Structure +
Mech.
10. Right-click on Structure + Mech. Click Edit.
11. In the Edit Viewpoint dialog box, select
Hide/Required and Override.
12. Click on the saved viewpoints to switch back
and forth.
13. Click Structure + Mech to make it the current
viewpoint.
14. On the Home tab, Tools panel, click Clash
Detective.
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15. In the upper right, click the pushpin to keep
the Clash Detective open.

16. In the Clash Detective, click Add Test.


17. For the Name of the new test, enter Struc v
Mech.
18. On the Select tab:
 Under Selection A, select Structural.rvt.
 Under Selection B, select Mechanical.rvt.
 Click Run Test.
19. In the Clash Detective, collapse the Test List
pane.

20. On the Results tab, select a clash to zoom in


to it.

21. Use zoom and pan tools to find a desired


viewpoint of the individual clashes.
22. Close the project when finished

Exercise 3 – Manage clash views and


viewpoints
With our clash tests performed, we can now
manage the conflicts found through clash groups
and viewpoints. This is beneficial to you and your
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coordination teams, as we can focus on just the
clashes that represent real conflicts, and have a
reference to come back to throughout the process
until that conflict is resolved. We can also use
comments to further communicate intent or
requests for the extended team on how to manage
or resolve the conflicts.

Click here to start video

1. In Navisworks, continue from the previous


exercise or open Medical Office – Exercise
3.nwf.
2. In the Clash Detective, under the Struc v
Mech test, select the Results tab.
3. In the Clash list, select Clash 1.
In the Items pane, note that the duct is
penetrating a concrete wall.
4. Use CTRL+wheel to orbit around the clash to
the desired viewpoint. Use the mouse wheel
to zoom.
5. In the Clash Detective, click Assign to assign
responsibility, and add a comment.

6. In the Assign Clash dialog box:


 For Assign To, enter Mech Sub.
 For Notes, enter Relocate duct to avoid
wall.
 Click OK.

7. To group a set of clashes, in the clash list,


select Clash 2.
A pipe is interfering with a beam.

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8. In the Items pane, left side, click Group
Clashes Involving Item.

Several pipes in conflict with the beam are


grouped together.

9. Click on the group name to rename it. For the


new group name, enter Pipes in Beam.

10. In the Clash Detective, click Assign.


11. In the Assign Clash dialog box:
 For Assign To, enter Mech Sub.
 For Notes, enter Lower pipes to avoid
beam.

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 Click OK.
12. On the Review tab, Comments panel, click
View Comments.

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13. In the Clash Detective, click on a clash to
zoom to it, and to view the comments in the
Comments window

Close the project when finished with the exercise.

Exercise 4 – Resolve conflicts with Switchback


Autodesk Navisworks Manage offers
interoperability with Autodesk authoring tools for
the purpose of directly managing clashes found and
ultimately, taking action to fix them. The switchback
capability allows us to move from the aggregated
model where we found the clash, directly back to
the constructability model, in this case, in Autodesk
Revit. With the view opened in Revit, we can take
the appropriate action to resolve the conflict, and
then save the file to update the coordination model.
The benefit of using the switchback capability is that
team members can see exactly what needs to be
looked at when resolving a conflict quickly and
easily, greatly reducing the chance for errors or
omissions in the coordination process.

Click here to start video

1. In Revit, on the Add-Ins tab, External panel,


click External Tools > Navisworks Switchback
2015.
This allows the Switchback function to operate
in Navisworks.
2. In Navisworks, open Medical Office – Exercise
4.nwf.

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3. In the Clash Detective, on the Results tab,
select the 1st flr – duct at beam clash.

4. In the Item 2 pane, click Switchback.

5. Navisworks switches over to Revit and selects


the duct for you.
6. In Revit, with the duct selected, on the
ViewCube, select the Southeast isometric
corner.
In canvas, you are zoomed to the selected
duct.
7. To lower the duct, on the Properties palette,
for Offset, enter 11’-1”. Click Apply.
8. Save and close the Revit project.
9. To update the Navisworks model, in
Navisworks, on the Home tab, Project panel,
click Refresh.

This will reload the current Revit files.


10. In the Clash Detective, click Re-run Test.

11. Scroll through the clashes to find 1st flr – duct


at beam.
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Note that the color has changed and the
Status now reads “Resolved”.
12. Click Compact to remove resolved clashes
from the list.

Close the project when finished with the exercise.

Exercise 5 – Export clash reports


In this exercise, we will create clash reports that
allow us to track and communicate the conflict
management process with all project stakeholders.
These reports will also be a record of the status of
the coordination process at any given time. Here we
can generate reports for either a selection of
clashes, or the entire clash tests we have in our
model currently. We can easily configure the
formatting and detail included in the reports, and
then export to standard files formats for viewing,
sharing and management.

Click here to start video

1. In Navisworks, open Medical Office – Exercise


5.nwf.
2. In the Clash Detective, select the Report tab.
3. Under Contents, clear Simulation Dates and
Simulation Event.
4. Under Output Settings, for Report Format,
select HTML.
5. Click Write Report.
6. In the Save As dialog box, for the File Name,
enter Struc v Mech html. Click Save.

7. In the Clash Detective, on the Report tab, for


Report Format, select HTML (Tabular).
8. Click Write Report.
9. In the Save As dialog box, for the File Name,
enter Struc v Mech Tabular. Click Save.

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10. In Windows Explorer, double-click one of the
reports to view it in a web browser.

11. Scroll through and review the individual


clashes.
12. Click on an image to open the viewpoint for
that clash.

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13. Open the other report and note the
difference between the two formats.

14. Close all files. Do not save changes.

Close the project when finished with the exercise.

Lesson 3:
Quantification Workflows
Click here to download the Lesson 3 Sample Dataset

The next preconstruction process we will explore


suing construction documentation and BIM for is
Quantification. This is where we can further gain
value from our constructability model and the
enhanced documentation with the detail and
information we added to it earlier to enhance the
Estimating process for our building project.

This workflow exercise demonstrates how to extract


data from a 2D DWF and PDF file as well as a 3D
Navisworks model in order to generate quantity
take offs of elements for the purpose 0f estimation.

You will do the following:


 2D Quantification using DWF Files
 2D Quantification using PDF Files
 3D Quantification using BIM
 Sharing Information with Estimating
Platforms

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Exercise 1 – 2D Quantification using DWF and
PDF
We start the 2D quantification process by
leveraging the sheets and construction documents
published from our Constructability model managed
in Revit. Using Navisworks, we can view this 2D
information and begin to interact with it to
generate quantities. In order to generate these
quantities, we’ll use a catalog that has our standard
quantification items and resources built into it. At
any time we can edit or modify this catalog for
project specific considerations. The important thing
to note is that the catalog system allows you and
your firm to leverage a standard set of item names,
descriptions and formulas for accurately and quickly
generating project quantities. We use some simple
but powerful 2D tools to make selections from the
documentation to quantify our building
components. We have tools for single line, multi-
line, area and counts. Note that as you quantify
items, our workbook is keeping a running tally of
the critical parameters from the documentation and
our catalog, making it very easy to generate and
track the counts and quantities needed.

We will also gain further value from 2D project


information provided to us by also using PDF files in
our quantification processes. Muck like using DWFs,
we can import the PDF versions of our construction
documents and perform 2D takeoffs. The important
takeaway here is the flexibility Navisworks offers for
supporting the 2D information you will have for
your building projects.

Click here to start video

1. In Revit, open Quantification.rvt.


2. Verify the Ground Floor sheet is active.

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3. To export a DWF from Revit, on the Application
menu, click Exprt > DWF/DWFx.

4. In the DWF Export Settings dialog box, on the


Views/Sheets tab:
 From the Export list, select <In-Session
View/Sheet Set>.
 From the Show in List, select Sheets in the
Model.
 Under Include, select Sheet A101 and
Sheet A102.
 Click Next.

5. In the Export DWF dialog box:


 From the Files of Type list, select DWFx
Files.
 For Name, enter Floorplans.dwfx.
 Click OK.

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6. In Navisworks, on the Application menu, click
Open.

7. In the Open dialog box:


 Navigate to the folder where the datasets
for this exercise are saved.
 From the Files of Type list, select DWF.
 Select Floorplans.dwfx.
 Click Open.
If you have exported multiple sheets from Revit
to a DXF file, you will need to open the Project
Browser and select your desired sheet.
8. In the lower right corner of the status bar, click
Project Browser.

9. In the Project Browser, double-click Sheet:


A102.

10. In the Project Browser, double-click Sheet:


A101.

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11. On the Home tab, Tools panel, click
Quantification.

12. In the Quantification Workbook, click Project


Setup.

Note: If the Quantification Getting Started dialog


box is displayed, click Never.
13. In the Quantification Setup Wizard, select
Uniformat, click Next.

14. For Measurement Units, select Imperial. Click


Next.

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15. Select the desired Takeoff Properties, click Next.

16. Click Finish.


17. In the Quantification Workbook, click Show and
Hide the Item and Resource Catalogs > Item
Catalog.

18. In the Item Catalog:


 Expand Interiors > Interior
Construction.
 Right-click Partitions. Click New Item.
 For the new name, enter Interior
Partitions.

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 Repeat the steps to create an item named
Single Flush under the Interior Doors
category.

19. Close the Item Catalog.


20. In canvas, zoom to the area as shown.

21. In the Quantification Workbook, click Hide


Background and Annotations.

The annotations are no longer displayed in the view.

22. In the Quantification Workbook:


 From the Item Catalog Tree, under Interiors
> Interior Construction > Partitions, select
Interior Partitions.

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 Click Quick Line.

23. In canvas, select the wall line as shown.

24. With the wall line selected, click Single Line


Segment.

25. Repeat the steps to select all the inside wall


segments of the room.

Notice as you are performing these Take Offs,


You will begin to see the Quantification
Workbook populating with each individual Take

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Off.

Note: In the Quantification Workbook, other


tools for Item Take Offs are available such as
the Polyline or Rectangle tool.
26. In the Quantification Workbook, click Polyline.

27. In canvas, select the point as shown.

28. Continue to select the inside corners of the


room as shown.

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When you have completely selected the room,
Interior Partition 6 is listed in the Quantification
Workbook.

29. On the Home tab, Select & Search panel, click


Selection Tree.

30. In the Selection Tree, expand Floorplans.dwfx.

31. In the Selection Tree, select the 14 basic walls


as shown.

Right-click the selection, click Quantification >


Quantification > Take Off To: Interior Partitions.

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The number of Interior Partitions being
quantified is indicated in the Quantification
Workbook.

32. In the Quantification Workbook:


 From the Item Catalog Tree, under Interiors
> Interior Construction > Interior Doors,
select Single Flush.

 Click Count.

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33. Starting with the bottom right door, click inside
each door in a clockwise direction.

A count is displayed in the Items list of the


Quantification Workbook.

And each door is listed.

Exercise 2 – 2D Quantification using PDFs


(Continues on Video 1 at 5:26)

Before you perform this demonstration, you


must download and install the Autodesk
Navisworks PDF Reader from Autodesk
Exchange.

1. In Navisworks, on the Application menu, click


Open.
2. In the Open dialog box:
 Navigate to the folder where the datasets
for this exercise are saved.
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 From the Files of Type list, select All Files.
 Select Floorplans.pdf.
 Click Open.
3. Use the Project Browser to switch between
pages.
4. In the Quantification Workbook, use the
Project Setup tool to begin Quantification.
(Steps 12-16 in Exercise 1)
5. In the Quantification Workbook, click Show
and Hide the Item and Resource Catalogs >
Item Catalog.

6. In the Item Catalog:


 Expand Interiors > Interior Construction.
 Right-click Partitions. Click New Item.
 For the new name, enter Interior Partitions.
7. In canvas, zoom to the 6’-0” dimension below
room EXAM 3-4.

8. In the Quantification Workbook, click Polyline.


9. In the Adjust Sheet Scale dialog box, click Adjust
Sheet Scale.

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10. In canvas, select the two points dimension
points as shown.

11. In the Enter Value dialog box:


 For Value, enter 6.
 From the Unit list, select Feet.
 Click OK.

12. In the Set Scale by Measurement dialog box,


click Finish.
13. In canvas, zoom to EXAM 3-2.

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14. In the Quantification Workbook, use the
Polyline tool to create a polyline around the
inside of the room for quantification.

Note: Tools such as Hide Backgrounds and


Annotations, Quick Line and others are not
available when using PDFs.

PDF Documents do not contain model based


element information the way that a DWF file
does. This is the reason some tools are not
available with a PDF file.

Exercise 3 – 3D Quantification using BIM


We can gain even further value from our project
information by using the constructability or
coordination models we created earlier in the
quantification process too. Leveraging the same
catalogs used for 2D quantification we’ll perform a
takeoff from the BIM quickly and efficiently. Note
that the use of the model we11 can take advantage
of selections sets, or simply select objects from the
model, greatly reducing the amount of time it takes
to perform our takeoffs. We can use display control
to quickly see the components of our project that
have been taken off, as well as color code the
takeoff for easy communication and progress
checking.

Click here to start video

1. In Navisworks, open Quantification.rvt. (File


56750_A.rvt on the video)
2. In the Quantification Workbook, use the Project
Setup tool to begin Quantification. (Steps 12-16
in Exercise 1)
3. In the Quantification Workbook, click Show and
Hide the Item and Resource Catalogs > Item
Catalog.

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4. In the Item Catalog:
 Expand Interiors > Interior Construction.
 Right-click Partitions. Click New Item.
 For the new name, enter 4 7/8” Partition.
 Repeat the steps to create an item named
Single Flush under the Interior Doors
category.

5. Click Resource Catalog.

6. In the Resource Catalog:


 Click New Group.

 For the new group name, enter Timber.

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7. Create another new group called Finishes.

8.
9. In the Resource Catalog, select Timber. Click
New Resource.

10. For the new resource name, enter 2x4 Wood.


11. Repeat the steps to create another resource
called 2x6 Wood under the Timber group.

12. Select 2x4 Wood.


13. In the right pane:
 For Description, enter 16” OC.

 For Length, enter


=(ModelLength/1.33333333)*8.

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 For Count, enter
=ModelLength/1.33333333.

Note: This will calculate to add 2x4 Studs at


every 1.333 Feet (16 Inches) in a given length of
a wall.
14. For 2x6 Wood:
 For Length, enter =(ModelLength*3)+16.
 For Count, enter =(ModelLength/10)*3+2.
15. Under Finishes, create two new resources: 5/8”
GWB and GWB Tape.

16. For GWB Tape:


 For Length, enter =(ModelLength/4)*8.
17. Close the Resource Catalog.
18. In the Item Catalog, select 4 7/8” Partition.
19. Click Use Resource > Use Existing Master
Resource.

20. In the Master Resource List dialog box:


 Expand Timber.
 Select 2x4 Wood.

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 Click Use in Item.
Note: This adds the 2x4 Wood, along with the
formula entered above to be used with each 4
7/8” Partition Wall you Take Off.
21. Repeat the previous step for each of the
following resources:
 2 x 6 Wood
 5/8” GWB
 GWB Tape
22. Click Done.
The resources are listed in the Item Catalog.

23. In the Quantification Workbook, in the Items


pane, under Interiors > Interior Construction >
Partitions, select 4 7/8” Partition.
24. In the Selection Tree, expand Quantification.rvt
> GROUND FLOOR > Walls > Basic Wall. Select
I_OHR_Stud-MTL-3-5/8” (5/8” GWB)-(5/8”
GWB) 4-7/8”.

25. Right-click. Click Quantification > Take Off To: 4


7/8” Partition.
26. In the Quantification Workbook, 35 walls are
added to the 4 7/8” Partition category list.

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27. In the Selection Tree, expand Quantification.rvt
> SECOND FLOOR > Walls > Basic Wall. Select
I_OHR_Stud-MTL-3-5/8” (5/8” GWB)-(5/8”
GWB) 4-7/8”.
28. Right-click. Click Quantification > Take Off To: 4
7/8” Partition.
29. In the Quantification Workbook, the 4 7/8”
Partition category now has a count of 64.

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30. In the Quantification Workbook, in the Items
pane, under Interiors > Interior Construction >
Interior Doors, select Single Flush.

31. In the Selection Tree, expand Quantification.rvt


> SECOND FLOOR > Doors > Single-Flush-w-
Metal-Frame. Select all three door sizes.

32. Right-click. Click Quantification > Take Off To:


Single Flush.
33. In the Quantification Workbook, 22 doors are
added to the Single Flush category list.
34. Repeat this sequence of operations for each
Item Category that you wish to Take Off.
35. In canvas, use the ViewCube to activate the
Southeast isometric view.
36. Click Show Take Off.

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Note: This will show all of the items that have
been selected for Take Off to this point

37. In the Quantification Workbook, click Hide Take


Off.
Note: This will hide all items that have been
selected for Take Off to this point.
38. On the Viewpoint tab, Save, Load & Playback
panel, click Saved Viewpoints Dialog Launcher.

39. In the Saved Viewpoints dialog box:


 Expand 3D View.
 Select Waiting Area.

40. In the Quantification Workbook dialog box, click


Virtual Take Off > Create In Selected Catalog
Item.

A copy of the current view is created in the Saved


Viewpoints dialog box, under Quantification Views.

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41. On the Review tab, Redline panel, click Draw >
Ellipse.

42. In canvas, select the two opposite corners of


the rectangular area as shown

43. On the Review tab, Redline panel, click Text.


44. Select a point above the ellipse to place the
text.

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45. For the text value, enter SINGLE FLUSH DOOR.
Click OK.

46. In the Saved Viewpoint palette, click any other


view.
47. In the Quantification Workbook, select the
Camera to activate the Virtual Take Off
Viewport.

Exercise 4 – Sharing Information with


Estimating Platforms
With a quantification takeoff complete, we can now
export the information to excel to use within our
typical estimating process. Many firms like yours
have standardized on a program or process for
performing the estimates, so the ease of use that
Navisworks offers for managing the information and
exporting makes it very simple to tie into these
systems and processes. Here we can see the
resulting excels spreadsheet, where we can see all
the information aggregated into the various
breakdown structures from our project. We can also
see the raw data which can be brought directly into
your current estimating process.

Page 64
Click here to start video

1. In the Quantification Workbook, click


Import/Export Catalogs and Export
Quantities > Export Quantities to Excel.

2. In the Export Quantities to Excel dialog box,


verify the name and location. Click Save.
3. In the Export Quantities to Excel dialog box,
click Yes to open the file after exporting.
The Excel file contains all the information from the
Quantification Workbook you created in
Navisworks. This information can be used in a
number of estimating programs.

Lesson 4:
Field Layout
Click here to download Lesson 4 Sample Datasets

The last preconstruction process we will leverage


our BIM for is field layout. In this case, we will be
creating and managing the points needed to
perform the layout in the field. Autodesk Point
Layout is an add-on to AutoCAD, Revit and
Navisworks that can be used to greatly enhance this
process by providing capabilities to manually and
automatically create points from 2D and 3D building
components.

Field Layout Workflow helps with the process of


taking a 3D model and using it as a construction
layout tool. Every trade contractor can utilize this
tool to develop their layout plan by taking points
from a model, to a total station to layout those
points in the field.

You do the following:


 Create Points from Models and Add Points
to Revit Families
 Export Points to Field
 Compare Points from Field for As-Built
Analysis

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Exercise 1 – Create Points from Models
We begin in Revit by leveraging the constructability
model created previously. We can create new
control if this our first time performing the layout,
or leverage the same points created in AutoCAD.
We then create the points needed using both
manual and automated tools that pull highly
accurate locations for critical locations in our
models. Point Layout makes the creation and
management of these points very easy, which will
drastically reduce the amount of time it takes to
prepare field layout data.

Click here to start video

1. In Revit, open Field Layout_1.rvt.


2. In the Project Browser, under Structural Plans,
double-click Ground Floor to activate the view.

3. On the Autodesk Point Layout tab, Bonus Tools


panel, click Create Coord.
4. In the Unit Value dialog box, click Decimal Feet.

5. In the Snap Style dialog box, click Workplane.


6. In canvas, select the origin point at the grid
intersection L1 as shown.

7. In the First Point Coordinate dialog box, enter


0,0,0. Click OK.
8. In canvas, select another point at grid
intersection L2 as shown.

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9. In the Second Point Coordinate dialog box,
enter 15.5,0,0. Click OK.
10. In the Name dialog box, enter 56750_CS. Click
OK.
11. In the Set to Current dialog box, click Yes.
Note: This is a very important step to remember
as it will allow you to add points in your newly
created Coordinate system.

12. On the Autodesk Point Layout tab, APL panel,


click Control Pts.

Note: If you get errors at this point, create a


new parameter file in the project. To do this:
 On the Manage tab, Settings panel, click
Shared Parameters.
 In the Edit Shared Parameters dialog box,
click Create.
 Select the folder where datasets for this
exercise are saved.
 Click Save.
 Click OK.
13. In the Building Control Points dialog box:
 For Point Number, enter 100.
 Click Place Points.
14. In the Snap Style dialog box, click Workplane.
15. In canvas, select the points at the grid
Intersections of B1, C1, F1, and L1 as shown.

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16. Press ESC to end point selection.
17. In the Building Control Points dialog box, click
Done.
18. In the Project Browser, under 3D Views, double-
click {3D} to activate the view.
19. On the Autodesk Point Layout tab, APL panel,
click Wall Points.

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20. In the Add Points dialog box, verify the
information as shown.

21. Click OK.


22. In the Select Wall Types dialog box, select the
following wall types:
 Foundation – 16” Concrete
 Foundation – 20” Concrete.

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23. Click OK.
Points are added to the bottom at each start
and end of the walls selected in the previous
step.

24. On the Autodesk Point Layout tab, APL panel,


click Face Points.

25. In the Selection Type dialog box, click Edges.


26. In the Point Spacing dialog box, click Automatic.
27. In the Description dialog box, enter Wall
Cutout. Click OK.

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28. In the 3D View, select the top edge of the wall
cut out as shown.

Points are placed at each end of the edge.


29. In the Description dialog box, click OK.
30. In the 3D View, select the top edge of the wall
cut out as shown.

Note: Face Points can also be used for objects


such as Curved Walls. To do so, add points to a
face and then choose to add points to the edge
of that face.
31. Press ESC to end the command.
32. On the Autodesk Point Layout tab, APL panel,
click Face Points.

33. In the Selection Type dialog box, click Faces.


34. In the Mark Type dialog box, click Edges.
35. In the Point Spacing dialog box, click Distance.
36. In the Distance dialog box, enter 3’. Click OK.
37. In the Description dialog box, enter Curved
Wall. Click OK.
38. In the 3D View, select the face of the curved
wall as shown.

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39. In the Description dialog box, click OK.
40. In the 3D View, select the other face of the
curved wall as shown.

41. In the Description dialog box, click Cancel.

The points are placed at 3’ increments along


both faces of the wall.
42. In Revit, open Field Layout_2.rvt.
43. In the Project Browser, under 3D Views,
activate the 3D Plumbing view.
44. On the Autodesk Point Layout tab, MEP Tools
panel, click Pipe Points.

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45. In the Pipe Selection dialog box, click All.
46. In the Pipe Selection dialog box, click Vertical.
47. In the Mark Selection dialog box, click Both.
Notice in the Mark Selection dialog box you can
choose to place points either Along Run,
Top/Start, Bottom/End or Both.
48. In the Point Description dialog box click
Standard.
49. In the Description dialog box, click Yes.
50. Click OK.
51. In canvas, notice there are points being added
to each end of the vertical pipes in the model.

52. In the Project Browser, under 3D Views,


activate the {3D} view.
53. In canvas, select one of the duct hangers.

54. On the Modify | Duct Accessories tab, Mode


panel, click Edit Family.

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55. In the Autodesk Point Layout tab, APL panel,
click Manual Points.

56. In the Manually Add Points dialog box, for


Description, enter Duct Hangers. Click OK.
57. In the Snap Style dialog box, click Element.
58. In canvas, select the top end of one of the
vertical duct hangers.

A point is added.

59. Select the top end of the opposite duct hanger.


60. Press ESC to end the command.
61. In the Project Browser, under Floor Plans,
double-click Ref. Level to activate the view.
62. Locate the points that were just inserted into
the model.

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63. On the Modify tab, Modify panel, click Align.

64. Align the point with the two(2) intersecting


reference planes and lock it in both directions.

65. Repeat the above process in an elevation view


where both points added are visible.

66. On the Family Editor panel, click Load into


Project and Close.

67. In the Save dialog box, click No.

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68. In the Family Already Exists dialog box, click
Overwrite the Existing Version and Its
Parameter Values.
The modified family now has the intended
points associated with them.

Exercise 2 – Export Points for the Field


Once the points have been created for the layout
process, either in AutoCAD, Revit or Navisworks, we
export them to our field hardware for layout by the
field crews. The export process is the same from
Autodesk Point Layout in all three applications, and
we simply adjust some settings for the data format,
select the points we wish to export, select the
coordinate system we established earlier, and
export the file. The file is now shared with the field
crew for them to use in any traditional or robotic
total station hardware for Field Layout.

Click here to start video

1. In Revit, open Field Layout_3.rvt.


2. On the Autodesk Point Layout tab, APL panel,
click Export Pts.

3. In the Export Points to File dialog box, click


Coordinate System.
4. In the Coordinate System dialog box, select the
previously created 56750_CS Coordinate

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System. Click OK.

5. In the Export Points to File dialog box:


 Under Point Export Order, select (X,Y,Z :
E,N,H).
 For the Export File Name, enter 56750_CS
Day 1.
 Click Filter.
6. In the SearchFilter dialog box, under PointDesc,
select the following:
 Foundation – 16in Concrete
 Foundation – 20in Concrete
 Wall Cut Out

7. Click OK.
8. In the Export Points to File dialog box, click File
Location.
9. In the Browse for Folder dialog box, navigate to
the folder where the datasets for this exercise
are saved. Click OK.
10. In the No Duplicates were Found dialog box,
click OK.
11. In the Export Finished dialog box, click OK.
12. In Microsoft Excel, open 56750_CS Day 1.csv.

Each point has a Point Number, YXZ Coordinate


and Description.
The created file is now ready to be imported
into a Robotic Total Station by the field
engineer.
Page 77
Exercise 3 – Compare Points from Field for As-
Built Analysis
Another powerful capability of using Autodesk Point
Layout is comparing as-built points collected in the
field at the point of construction with the stake-out
points. This enables us to better control quality by
providing a quick and easy process for collecting the
real locations of building complements in the field,
and comparing them with the original intent. If
discrepancies are found, we generate reports to
share with the field teams, and can import the as-
built points back into our plans and models and take
the appropriate action.

Click here to start video

1. In Revit, verify Field Layout_3.rvt is open.


2. On the Autodesk Field Layout tab, APL panel,
click Import Pts.

3. In the Import Point Location from File dialog


box, click Select File to Import.
4. In the Open dialog box:
 Navigate to folder where the datasets for
this exercise are saved.
 Select 56750_S Day 1 RW.csv.
 Click Open.
5. In the Import Point Location from File dialog
box:
 Verify all the points have been selected.

 For Import Order, select (X,Y,Z : E,N,H).


 For Import Units, select Decimal Feet.
 For Point Role, select As Built.
 For Coordinate System, select 56750_CS.
 Click OK.
6. In the APL dialog box, click Import.
Note: The option to Import, Move, or Skip the
Import process if one of the points has the same

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Number and Description of one already in your
model is available.
7. In the APL dialog box, click Wall.
8. In the Autodesk Revit warning box, click OK.
9. Click OK for the Import to Complete.
10. In the Project Browser, under 3D Views,
activate the {3D} view.
11. In canvas, perform a visual check to see if there
are any imported points that do not line up with
the points created within the model.

Notice that the Points from the Robotic Total


Station (Gray) do not match the Points placed
within the model (Blue).
Blue points were created by an override for
better visuals
12. On the Autodesk Point Layout tab, APL panel,
click Compare Pts.

13. In the Compare Point File to Drawing dialog


box, click Select File to Compare. In the Open
dialog box, select 56750_S Day 1 RW.csv. Click
Open.
14. In the Compare Point File to Drawing dialog
box, click Coordinate System.
15. In the Coordinate System dialog box, select
56750_CS. Click OK.
16. In the Compare Point File to Drawing dialog
box:
 For Import Order, select (X,Y,Z : E,N,H).
 For Import Units, select Decimal Feet.
 For Compare Filters, select all the options.

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 Click Save.
17. In the Save As dialog box:
 Navigate to the folder where the datasets
for this exercise are saved.
 For File Name, enter Point Report.
 Click Save.
18. In the Compare Point File to Drawing dialog
box, click OK.
19. In Notepad, open Point Report.txt.

Notice the report lists each Points, the Delta or


Change from the Model vs Total Station and the
Field Point Location.

This can be used to compare all points and to


verify that all the model layout points are being
met out in the field.
20. Close all files. Do not save changes.

Exercise 4 – Create Points from a Model in


Navisworks
We begin in Navisworks by importing the same
control points we have been working with in the
other files. Using Navisworks for your layout point
creation and management is highly beneficial,
because you can generate the data needed from
the aggregated model, which can include many
other file types than just AutoCAD and Revit. We
then create the points needed using both manual
and automated tools that pull highly accurate
locations for critical locations in our models and
plans. Point Layout makes the creation and
management of these points very easy, which will
drastically reduce the amount of time it takes to
prepare field layout data.

Click here to start video


1. In Navisworks, open Field Layout_4.rvt.

Note: If the Resolve dialog is displayed, click


Ignore All.
2. Use the ViewCube to activate the Southwest
isometric view.

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3. In canvas, zoom in to verify that the points
added in the Revit model are displayed.

4. Zoom in to the footing as shown.

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5. On the Tool Add-ins tab, Tool Add-ins 1 panel,
click Autodesk Point Layout.

6. On the Point Layout palette, click Place


Points.

7. In the Save to NWF dialog box, click Yes.


8. In the Point Placement dialog box:
 For Point #, enter 100.
 For Descr, enter Footing Points.
 For System, enter Footing.
9. In canvas, select the point as shown.

10. Select the additional 5 points as shown.

11. In the Point Placement dialog box, click OK.


12. On the Home tab, Select & Search panel, click
Select.

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13. In canvas, SHIFT+select the 4 walls as shown.

14. On the Point Layout palette, click Mark


Selections.
15. In the Mark Selection dialog box, click
Geometry.
16. In the Elevation Filter dialog box, click All.
17. In the Point Description dialog box, click
Custom.
18. In the Custom Point Description dialog box,
enter Wall Points. Click OK.
19. In the Custom Point System dialog box, enter
Walls. Click OK.
20. On the Home tab, Project panel, click Append.
21. In the Append dialog box:
 Navigate to the folder where the datasets
for this exercise are saved.
 From the Files of Type list, select Revit.
 Select Field Layout_5.rvt.
 Click Open.
Note: If the Resolve dialog is displayed, click
Ignore All.
22. In the Selection Tree, right-click Field
Layout_4.rvt. Select Hide.
The architectural model is no longer
displayed.
23. In canvas, select one of the duct hangers.

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24. In the Section Tree, select up two levels.

All the duct hangers on the ground floor are


selected.

25. On the Point Layout palette, click Mark


Selections.
26. In the Mark Selection dialog box, click
Geometry.
27. In the Elevation Filter dialog box, click Rods.
28. In the Point Description dialog box, click
Custom.
29. In the Custom Point Description dialog box,
enter Hanger Points. Click OK.
30. In the Custom Point System dialog box, click
OK.
31. On the Point Layout palette, click Set Scale.
32. In the Scale Form dialog box, click Filter.

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33. In the SearchFilter dialog box, under
Description, select Footing Points, Hanger
Points, and Wall Points.

34. Click Apply.


35. Click OK.
36. In the Scale Form dialog box, from the Scale
list, select 7. Click OK.
In canvas, the selected points are enlarged.

37. On the Point Layout palette, click Set Color.


38. In the ColorForm dialog box, click Filter.
39. In the SearchFilter dialog box, under
Description, select Footing Points, Hanger
Points, and Wall Points.

40. Click Apply.


41. Click OK.
42. In the ColorForm dialog box, click Color.
43. In the Color dialog box, select Red. Click OK.

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In canvas, the selected points are enlarged.
44. In the ColorForm dialog box, click OK.

45. In the Selection Tree, right-click Field


Layout_4.rvt. Clear Hide.

46. On the Point Layout palette, click Export


Points.
47. In the Export Points to File dialog box, click
Filter.

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48. In the SearchFilter dialog box, under
Description, select Footing Points, Hanger
Points, and Wall Points.

49. Click Apply.


50. Click OK.
51. In the Export Points to File dialog box, click
File Location.
52. In the Browse for Folder dialog box, navigate
to the folder where the datasets for this
exercise are saved. Click OK.
53. In the APL Message dialog box, click Yes.
54. In the Export Finished dialog box, click OK.
55. In Microsoft Excel, open Field Layout_4.csv.

Each point has a Point Number, YXZ


Coordinate and Description.

The created file is now ready to be imported


into a Robotic Total Station by the field
engineer.
56. Close Excel.
57. In Navisworks, in the Selection Tree, right-
click Field Layout_5.rvt. Select Hide.
58. On the Point Layout palette, click Compare
Points.
59. In the Compare Point File to Drawing dialog
box, click Select File to Compare.
60. In the Open dialog box:
 Navigate to folder where the datasets for
this exercise are saved.
 Select 56750_S Day 1 RW.csv.
 Click Open.
61. In the Compare Point File to Drawing dialog
box, for Filter, enter Wall Cutout.
The 4 wall cutout points are listed.
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62. Select the different points listed.
You are zoomed to the points in canvas as you
select on them.

Exercise 5 – Create Points in an AutoCAD


Drawing
We begin in AutoCAD by setting some control for
our project in a HVAC model we have for our
project. We can establish a baseline for all services
to reference when laying out their components in
the field by establishing a common control to be
used throughout. We then create the points needed
using both manual and automated tools that pull
highly accurate locations for critical locations in our
models and plans. Point Layout makes the creation
and management of these points very easy, which
will drastically reduce the amount of time it takes to
prepare field layout data.

Click here to start video

1. In Revit, open Field Layout.dwg.


2. Right-click in a blank area of canvas. Click
Point Layout > Tools > Create New UCS.

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3. In the Unit Value dialog box, click Decimal
Feet.

4. In canvas, select the origin point at the grid


intersection L1 as shown.

5. In the First Point Coordinate dialog box, enter


0,0,0. Click OK.
6. In canvas, select another point at grid
intersection L2 as shown.

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7. In the Second Point Coordinate dialog box,
enter 15.5,0,0. Click OK.

8. In the Name dialog box, enter 56750_CS. Click


OK.
9. In the Set to Current dialog box, click Yes.
Note: This is a very important step to
remember as it will allow you to add points in
your newly created Coordinate system.
10. Right-click in a blank area of canvas. Click
Point Layout > Bldg Control Pts.

11. In the Building Control Points dialog box:


 For Point Number, enter 100.
 Click Place Points.

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12. In canvas, select the points at the grid
Intersections of B1, C1, F1, and L1 as shown.

13. Press ESC to end point selection.


14. In the Building Control Points dialog box, click
Done.
15. The point markers are displayed on each
point selected.

16. Right-click in a blank area of canvas. Click


Point Layout > Manual Location Pt.
17. In the Manually Add Points dialog box, Walls
tab:
 For Number, enter 201.
 For Layer, verify APL Wall Points is
selected.
 For Description, enter Wall Points.
 From the Point Role list, select As Built.
 Click OK.

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18. In canvas, select a point on the wall as shown.

19. Select the 5 points at the wall intersections


along the vertical as shown.

20. Press ESC to end the command.


21. Right-click in a blank area of canvas. Click
Point Layout > Export Points.
22. In the Export Points to File dialog box, click
Filter.
23. In the SearchFilter dialog box, under
PointDesc, select Wall Points.
24. Click Apply.
25. Click OK.
26. In the Export Points to File dialog box, click
File Location.
27. In the Browse for Folder dialog box, navigate
to the folder where the datasets for this
exercise are saved. Click OK.
28. In the Export Points to File dialog box, click
OK.
29. In the Export Finished dialog box, click OK.
30. In Microsoft Excel, open Field Layout.csv.

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Each point has a Point Number, YXZ
Coordinate and Description.

The created file is now ready to be imported


into a Robotic Total Station by the field
engineer.
31. Close Excel.
32. Close all files. Do not save changes.

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