Monday, June 25, 2018

Managing Revisions in Revit Schedules

There is really no good way to deal with revisions in Revit schedules given the provided tools. In fact, the entire revision system is rather flawed as nothing in the revision system is associated with any specific elements in the Revit model... we add revision clouds to general areas just like some of us used to do in AutoCAD and on hand drawings. Not very BIM-like:)

So, with this in mind, I have an idea to share that is not perfect but may help eliminate a problem in schedules. The problem is that revision clouds must be added to sheets when dealing with schedules. It is not possible to add a revision cloud in a schedule view. On a related note, I recommend revision clouds be added to the view, not the sheet in all other cases.

Now, because the revision cloud really has nothing to do with the schedule, if  the schedule grows or shrinks the result is the revision clouds are pointing at the wrong row as shown in the next two images; the first image is referencing a change to door 116 (or is it, even this can be a bit confusing trying to identify a single row with the revision cloud tool) and the second image shows what the same sheet/schedule looks like after someone added several doors to the model; the cloud is now 'pointing' at the wrong row.

Original schedule with revision could added

Same schedule after doors added to model
The idea is to include a Revision column based on an image parameter. By manually selecting one of the Revision images (which looks like your revision tag,) which can be pre-loaded into the project, the revision tag will never move away from the relevant row. Then, for the sheet, a revision could could still be added, or just use the Revision on Sheet feature as shown in the next two images.

Revision schedule in titleblock shows the revision when the Revision on Sheet is used; even when the sheet has no other revision clouds applied to it.

Getting the iamge to be the right size and look decent takes a little extra effort. Below are the results of my efforts. I ended up creating a new image in an image editing program as my original screen capture of an actual Revit revision tag started out too big and then lost quality as I reduced the size.

Here is an update to this post, which deals with creating better looking images: Images in Schedules.

Have you done anything similar? I have not used this on a project yet. Below are a few related posts...

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  1. Dan, great trick and work around. Couple questions:

    1. Do you just create a new image for each delta # that is associated with the models?

    Also, curious to know why you opt for revision clouds in the view vs. on that sheet. I have always preferred on the sheet to keep things consistent, and a couple other key reasons. Maybe I am missing something though.

  2. Yes, one image for each delta/number. As I said, I have not used this on a project yet. So, two or more revision for the same door gets tricky. I prefer to keep the clouds in context, and this prevents them moving apart from the view on the sheet.

  3. I'll second "clouds in context" for the same reason. Clouds move with the view when they're in the view.

  4. Another suggestion, pre-fill the "delta" field with the Greek delta (Δ), a colon, and then a comma-separated list of delta numbers.
    Δ: 3,43,99

  5. I've implemented a revision text field instead of an image. We have been using this approach for years now. This allows you to call out the actual revision (CB1) if you like. The information sticks to the element which is the valuable BIM part. For the sheet, I have a small paragraph that essentially reads changes marked on the schedule in the revision column indicated as CB1 denote changes to door. Please review door information in its entirety... This is what gets clouded on the sheet and populates the titleblock family with the revision.

  6. Have done this quite some time as a text field (see techminded comment) prior to Revit allowing images in schedules for keynotes, doors, windows, etc. schedules. This allow them to track with the object unless it's deleted. We still cloud the schedule for the actual issue, but once the revision is "turned off" the cloud doesn't matter.

    1. Using a text field, also allows for multiple entries (1,3,4,7, etc.) that match the revision number on the sheet.

  7. Lots of good options here. @ Paul O'Brien I rather like the Greek delta option. If one did want to pursue the image route, and needed multiple revisions, a possible solution (untested) could be to place the revision image in the header and group the headers as 'Revisions'. As this would then technically be the text parameter route, you would then have to fill out the parameter with an 'X' or 'yes/no' or similar.


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