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Managing phases

From: Phasing and Design Options in Revit

Video: Managing phases

In this movie we're going to look at a couple of topics on how to manage the phases in your project. I am in a file called Managing Phases, and I want to start with our Project Browser. Project Browser is currently using the default all organization, but if you select right here at the top where it says Views (all), that's actually a browser organization type and the Properties palette will reflect that here with the type selector. And if I open up the type selector, you'll see that they're actually several other types that we can use to organize our browser.

Managing phases

In this movie we're going to look at a couple of topics on how to manage the phases in your project. I am in a file called Managing Phases, and I want to start with our Project Browser. Project Browser is currently using the default all organization, but if you select right here at the top where it says Views (all), that's actually a browser organization type and the Properties palette will reflect that here with the type selector. And if I open up the type selector, you'll see that they're actually several other types that we can use to organize our browser.

There is one here in the default template called Type/Phase, so it's going to organize our browser by both type, meaning drawing Type and by Phase. So when I choose that you're going to see it now says Views and then (Type/Phase) here to reflect that and then the first sort will be the type of view, Floor Plans, Ceiling Plans, 3D Views, and then it will be the Phase. So now if I expand these out, you're going to see that it makes it a little easier to go directly to the Phase that you want to work in.

So if you start creating lots of views of different phases, which is a pretty good idea when working with phasing, this might be a nice way to organize your browser to keep things a little bit more tidy. So the next thing I want to talk about is hot to delete a phase. So I am going to go to the Manage tab and click the Phasing dialog, and you could see here that this project currently includes four phases, so there is an Existing Phase and three phases of New construction. So perhaps at the onset of this project we assumed we were going to have three phases but now that's no longer the case.

Well, that means that we need to delete one of these other phases here. Now, if you look around this dialog, you don't see any place where there is a Delete button. You don't actually delete a phase. What you do instead is you combine it with an adjacent phase. If I were to select Phase 2 New here, you would see that I have the option to Combine it with either the Previous or the Next Phase. If I Combine it with the Previous, it would remove Phase 2 and anything that was previously assigned to Phase 2 would now get assigned Phase 1, and the opposite would happen if I said Combine with Next.

It would still remove Phase 2, but now it would reassign all those objects to Phase 3. Now what I am going to do is actually remove Phase 3 here. So when I select it, because it's the last one, of course I can't combine with Next, because there isn't a Next one, but I can Combine it with the Previous, and I want you to watch right here in the background when I do this, so I am going to click Previous. You see that phase will disappear, notice that a door just appeared right there. When I click OK this door a moment ago was assigned to Phase 3, but now you can see that it automatically gets assigned Phase 2, so Revit just manages that for you, and when you combine the two phases, it re-applies all of those settings.

So that's how we remove a phase from our project. Then finally, I want to talk about a method you can use to manage the phasing assignments for your views. So we just looked at how we could resort the Project Browser based on phase. I am going to scroll down here, and underneath Schedules you can see that I have a Schedule called View List. Now the way you create one of these is to go to the View tab, go to Schedules, and you just create a View List.

And when you do, it offers you the Standard interface that you would get in creating any other Schedule, the difference is this Schedule is specifically a Schedule of the Views in your project. Now, since I already have one, I am going to Cancel this, and I am going to double-click and open it up. What I added to that Schedule was the View Name, the Phase, and the Phase Filter, and by doing that it just gives me a really quick and easy way to see all of the views of my project in one screen and then come over here, and I can click and change things like the Phase Filter or the Phase that's assigned.

That's a little easier than going to each view independently. So, if you have lots of changes to make to several views, you might want to create a View List Schedule and then you can use the dropdowns that are in the Schedule to help you manage the assignments of each of those views. So there is a few different tips for you on how to manage phases in your projects.

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Phasing and Design Options in Revit

25 video lessons · 3503 viewers

Paul F. Aubin
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