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Configuring project settings

From: Revit Architecture 2013 Essential Training

Video: Configuring project settings

Many project settings are available in a Revit project. Even though you begin your project with the template file, there are certainly some settings that you'll want to double-check and possibly change with each project. Some of these include really simple things like the project location, the address and maybe the temporary dimension settings. So in this movie we're going to create a new project and configure a few of those settings. So let's take a look. Now we could easily start with the default template, but I'd actually prefer to start with one of the templates that gives us a little bit more structure to begin with. So I'm going to click the New link right here.

Configuring project settings

Many project settings are available in a Revit project. Even though you begin your project with the template file, there are certainly some settings that you'll want to double-check and possibly change with each project. Some of these include really simple things like the project location, the address and maybe the temporary dimension settings. So in this movie we're going to create a new project and configure a few of those settings. So let's take a look. Now we could easily start with the default template, but I'd actually prefer to start with one of the templates that gives us a little bit more structure to begin with. So I'm going to click the New link right here.

If you watch the earlier movie on Project Templates, then you saw that we could click this Browse button here and there were some other choices for us to use, and in this case I'm going to use the Commercial-Default and I'm going to click Open and click OK. Now this gives me some basic Views and a few Schedules and some Sheets. And so it's a good starting point for us to build a small commercial office building which is what this project is going to be. But before I start actually laying out and drawing anything, I'm going to verify a few of the settings that I might want to use in this project.

And I do this on the Manage tab. So I come over here to Manage and there actually lots of settings that we could look at here, I'm only going to focus on a few for this movie. Let's start with the Project Information. So when I click here, you don't have to do this right away, but it's not a bad idea to do this early, it's pretty basic stuff that you should know early on in a project, like you might have some idea of when the project is going to be issued, I'm going to put some date later this summer. So I'm going to put in August 1st, 2012.

The Status of the project it might be Design Development, you could put in the Owner. The Project Address is the actual street address that will occur on the title block. So in this case, you know perhaps it's on Main Street, Carpinteria, California. Project Name might just be simply Office Park and we'll give it a Project Number of 2012.01.

We can obviously change this information anytime we like. But that information, if we scroll down here, will already fill in to several of the fields in our title block, over here. So you can see the owner's name and the name of the project and the date have all filled in. So that's one of the settings you might want to look at early on. Some other settings you might want to look is, and this is sometimes confusing we just filled in the address, but the address is just for the title block, that's just going to fill in the actual mailing address, but it doesn't actually change the location of the project, we have to do that with this command right here.

So I'm going to click that, and let me make this window just a little bit larger here. And you could see that the default templates go to Boston. And that's because Revit is--the office where Revit is created is here over here in Waltham, Massachusetts, so they've set Boston as the default location. We just said that we were in Carpinteria, California. And if I click Search right here, because this is using Internet mapping service, it'll go right to that location.

Now this just accessed downtown Carpinteria, and it gave me the latitude and longitude. If we put in the exact address it can go right to that street address. You can also change the way this map is displaying, maybe you want a Satellite view, or a Hybrid view or just a Street Map view. You can drag it, you can roll your wheel to zoom in and you can even pick this little icon up and drag it around and put it wherever it needs to go, so you can either do it with an address or by typing in, and get yourself in the general location.

Now this is important if you are going to shadow studies or energy analysis or anything that requires a correct geographic location. The wind stations and the weather stations in Carpinteria are a little different than the ones a couple miles down the road, and so we'll get more accurate weather data and more accurate energy analysis if we get the address as correct as possible. So I'll go ahead and click OK there. So those are few of the settings that we might want to configure at the start of the project. Now there are lots of other settings that we could set and I'm not going to go through all of them. We could do a whole course on just the settings if we wanted to, but many of these things will be office standards.

We're going to rely on the settings that come out of the box, but things like Fill Patterns, and Line Styles and Line Weights, all of these things can be configured, and so you might want to explore some of those later at your leisure. The last step is really to just save the project, and since I've never saved it before, it'll bring up a Save As dialog and I'll just put this on my desktop for now, but if you have another location where you'd rather save it, you can feel free to do that, and I'll call this Office Park. And I want to show you right here there's an Options button, and if you want to you can actually click in here and make some modifications.

Now the one in particular that I want to talk about is this setting right here, Maximum backups, 20 is a bit much. Often you'll see projects that use two or three. I'm going to drop it down to 3 in this case. What this will do, let me show you the way this is going to work is, when you OK this and you Save, now let me go back and do Save As, there is the project I just created. I am going to hit Cancel. I want to save it again with the Save icon or you can do Ctrl+S, the Windows shortcut for save.

Now I'm going to do Save As again just to access that folder. And you see how I got an Office Park.001? That's the backup. So the way it works is, over here in Options because I said 3, I'll get 01 then 02 then 03. The next backup after that it'll take the oldest 01, it will throw it away and it'll create 04 and it'll keep doing it like that. So at any given time you'll have up to three backups of your project file.

And this is useful of course if you crash or something goes wrong, you can go back and restore one of those earlier backups. To restore you just simply open it and then resave it with a new name. So I'm going to Cancel out of there, because I don't actually want to make any change there. So we've created a new project, we've configured a few of the basic settings and now we're ready to start actually building our building and we'll start doing that in the next few movies.

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This video is part of

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Revit Architecture 2013 Essential Training

96 video lessons · 12613 viewers

Paul F. Aubin
Author

 
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  1. 1m 57s
    1. Welcome
      1m 2s
    2. Using the exercise files
      55s
  2. 14m 43s
    1. Introducing building information modeling (BIM)
      3m 0s
    2. Working in one model with many views
      4m 48s
    3. Understanding Revit element hierarchy
      6m 55s
  3. 54m 44s
    1. Understanding the different versions of Revit
      1m 19s
    2. Exploring the Recent Files window and the application menu
      5m 20s
    3. Using the ribbon and the Quick Access Toolbar (QAT)
      7m 12s
    4. Understanding context ribbons
      4m 43s
    5. Using the Properties palette
      8m 31s
    6. Using the Project Browser
      5m 34s
    7. Navigating views: Zooming, panning, and rotating
      5m 57s
    8. The basics of selecting and modifying
      9m 49s
    9. Accessing Revit options
      6m 19s
  4. 47m 6s
    1. Creating a new project from a template
      7m 42s
    2. Accessing a multi-user project with worksharing
      4m 16s
    3. Configuring project settings
      6m 33s
    4. Adding levels
      7m 40s
    5. Adding grids
      6m 23s
    6. Refining a layout with temporary dimensions
      6m 58s
    7. Adding columns
      7m 34s
  5. 1h 11m
    1. Adding walls
      8m 48s
    2. Using snaps
      6m 24s
    3. Exploring wall properties and types
      7m 37s
    4. Locating walls
      7m 27s
    5. Using the modify tools
      9m 32s
    6. Adding doors and windows
      7m 39s
    7. Using constraints
      8m 27s
    8. Adding plumbing fixtures and other components
      8m 39s
    9. Using Autodesk Seek
      4m 19s
    10. Using wall joins
      3m 0s
  6. 1h 11m
    1. Linking AutoCAD DWG files
      10m 59s
    2. Creating topography from a DWG link
      7m 43s
    3. Understanding CAD inserts
      7m 56s
    4. Import tips
      6m 49s
    5. Creating a group
      7m 10s
    6. Mirroring groups to create a layout
      5m 3s
    7. Creating Revit links
      5m 16s
    8. Rotating and aligning a Revit link
      7m 6s
    9. Establishing shared coordinates
      6m 5s
    10. Managing links
      6m 0s
    11. Understanding file formats
      59s
  7. 1h 13m
    1. Working with floors
      8m 57s
    2. Working with footprint roofs
      6m 22s
    3. Working with extrusion roofs
      4m 59s
    4. Attaching walls to roofs
      3m 17s
    5. Using the shape editing tools to create a flat roof
      6m 33s
    6. Working with slope arrows
      6m 0s
    7. Adding openings
      8m 33s
    8. Working with stairs
      8m 4s
    9. Adding railings to stairs
      3m 40s
    10. Working with ceilings
      9m 36s
    11. Adding extensions to railings
      7m 20s
  8. 48m 34s
    1. Creating a custom basic wall type
      10m 18s
    2. Understanding stacked walls
      8m 12s
    3. Adding curtain walls
      8m 17s
    4. Adding curtain grids, mullions, and panels
      10m 59s
    5. Creating wall sweeps and reveals
      6m 26s
    6. Exploring model lines
      4m 22s
  9. 47m 40s
    1. Using object styles
      4m 19s
    2. Working with visibility and graphic overrides
      7m 3s
    3. Using view templates
      6m 13s
    4. Hiding and isolating objects in a model
      6m 37s
    5. Understanding view range
      7m 7s
    6. Displaying objects above and below in plan views
      6m 35s
    7. Using the Linework tool
      5m 21s
    8. Using cutaway views
      4m 25s
  10. 21m 28s
    1. Adding rooms
      8m 15s
    2. Controlling room numbering
      6m 13s
    3. Understanding room bounding elements
      7m 0s
  11. 33m 13s
    1. Understanding tags
      9m 58s
    2. Adding schedule views
      7m 55s
    3. Modifying schedule views
      7m 12s
    4. Creating a key schedule
      8m 8s
  12. 58m 40s
    1. Adding text
      7m 29s
    2. Adding dimensions
      9m 6s
    3. Adding symbols
      4m 42s
    4. Adding legend views
      4m 51s
    5. Creating a detail callout
      8m 31s
    6. Adding detail components
      8m 52s
    7. Using arrays to duplicate objects parametrically
      7m 43s
    8. Adding filled and masking regions
      7m 26s
  13. 41m 29s
    1. Understanding families
      2m 37s
    2. Creating a new family from a template
      6m 29s
    3. Using reference planes, parameters, and constraints
      7m 52s
    4. Adding solid geometry
      8m 40s
    5. Cutting holes using void geometry
      5m 9s
    6. Adding blends
      6m 2s
    7. Completing the family
      4m 40s
  14. 38m 48s
    1. Adding sheets
      7m 44s
    2. Working with placeholder sheets
      5m 24s
    3. Aligning views with a guide grid
      5m 57s
    4. Outputting sheets to a DWF file
      6m 39s
    5. Exporting to AutoCAD
      5m 42s
    6. Plotting and creating a PDF
      7m 22s
  15. 2m 38s
    1. Next steps
      2m 38s

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