Newforma Project Information Link (Revit) Quick Reference Guide
This topic provides a reference for Newforma Project Information Link.
Click here to download a PDF of the reference guide.
Purpose
Newforma Project Information Link enables you to make a connection between your Revit® models and elements and Newforma building models and elements and other project information. Once the links are created, you can synchronize information back and forth between Newforma Project Center and Revit.
Audience
Internal project team members.
Tasks covered
● Register an Autodesk® Revit model
● Create record documents and PDFs from sheets in Revit
● Use Edit in Spreadsheet to bulk update elements, sheets, or record document data
● Add action items from Revit models
● Create markup Sessions from Revit models
Register an Autodesk® Revit model
Before you can connect your Revit model to project information inside Project Center and sync data back and forth, you must register your models within Project Center. You can register multiple models with a single Newforma project. There are two options for registering your models explained below.
When registering an Autodesk Revit model, it is best to utilize a central model since it functions as the central organizing model for all team members.
Option 1: Register a model from Project Center:
1. To register
a model from within Project Center, go to the Building Models and Elements
activity center and click Register a Model from the Tasks
panel.
2. Fill
in the Name, and browse to locate the Model File in
the Register
Building Model dialog box. Fill in any other information
as desired and click OK to save.
Option 2: Register a Model from within Revit:
1. To register
a model from within Revit, click Register Model on the Newforma
Project Information Link add-in located on the Newforma portion of Revit’s
ribbon, and select the project. The model record is automatically created,
linked to the model, and appears in the Building
Models and Elements activity center.
Sync Newforma elements
Newforma elements are used to organize and track information related to objects in your models and can be seen in the Building Models and Elements activity center. Elements can be any building component such as windows, walls, piping, or room tags. Once the elements are created in Newforma you can use various tools to mass update information, and then sync those changes back to Revit.
1. To synchronize
elements from Revit to the Building Models
and Elements activity center in Project Center, go to the Newforma Project Information Link
add-in, located on the Newforma portion of Revit's ribbon, and click on
Building Elements > Synchronize Elements.
2. In the
Synchronize Building
Elements dialog box, click Add Revit Elements to select the
elements you want to synchronize.
3. Click
on individual elements in the model or drag to select multiple elements. Once
you’ve selected the elements you want, click Finish.
4. The selected
elements appear in the Synchronize Building
Elements dialog box. Use the column filters to isolate the elements
you want, then mark the checkboxes of the items you want to synchronize. To
create additional matching extended properties between Revit and Newforma
Project Center, select Sync Settings.
5. Highlight
the Revit property and select Create Matching Extended Property. The property is created.
6. Select
the group for the extended property and select OK. You
will now see the new element in the Items
to Synchronize list.
7. Use the edit buttons to edit any Newforma properties. Select OK when complete. The Elements appear in the Building Models and Elements activity center.
Create record documents and PDFs from sheets in Revit
You can easily create record documents and attach PDFs in the Document Control activity center from the sheets in Revit. Once the record documents are created and the files are attached, you can track revisions and issuance of your important construction documents.
To publish sheets to PDF(s)
1. To create
PDFs from Revit, go to the Newforma Project
Information Link add-in located on the Newforma portion of Revit's
ribbon and click Document Control > Publish Sheets to PDF.
2. Click
Add Revit Parameters if there
is a need to include custom Revit parameters for custom sorting of a multi-page
PDFs.
3. Click
Publish Settings to control PDF
print location, print driver settings and PDF naming conventions.
4. Control
the naming of Combined PDFs (similar to individual PDF files).
To synchronize sheets and publish PDFs
The Synchronize and Add Revisions process described here is the recommended method for synchronizing revision data, as it is specifically intended to be used for synchronizing revision data between Revit and Project Center.
1. To sync
and create PDF sheets from Revit to create Newforma record documents,
go to the Newforma Project Information
Link add-in located on the Newforma portion of Revit’s ribbon and
click Document Control > Synchronize Sheets and Add Revisions.
2. After changing any needed settings, click Synchronize and Add Revisions in the Synchronize and Add Revisions dialog box to synchronize sheets and create PDFs.
3. The record
documents appear in the Document Control
activity center along with the linked PDFs.
To synchronize sheets
It is recommended that you do NOT synchronize revision data using Synchronize Sheets, as this could cause data inconsistencies between Revit and Newforma. To synchronize revision data, use Synchronize and Add Revisions, as it is specifically intended to be used for synchronizing revision data between Revit and Project Center.
This option synchronizes only the sheet data from Revit to Document Control. This function does not publish PDFs.
1. To sync
sheets from Revit to create Newforma record documents, go to the Newforma Project Information Link
add-in located on the Newforma portion of Revit's ribbon and click Document
Control > Synchronize Sheets.
2. In the
Synchronize
Sheets dialog box, click Sync Settings to create extended properties
to be synchronized.
3. Highlight
a Revit property and select Create Matching Extended Property to
create a corresponding Newforma property.
4. Highlight
the Newforma property to change options such as Mapping
Behavior and Group Name. Select
OK.
5. In
the Synchronize Sheets dialog
box, review the information and select the items you want to sync, then
click Synchronize to create the record documents.
Create Newforma spaces
You can take Revit rooms and areas and sync them to Newforma to create spaces in the Spatial Index activity center. Spaces are needed in Newforma if you plan to use the Punch List app. In addition, you can easily mass update items like finishes and other properties once they are in Newforma, then sync that data back to Revit.
1. To sync
spaces from Revit, go to the Newforma
Project Information Link add-in located on the Newforma portion
of Revit’s ribbon and click Spatial Index > Synchronize Spaces.
2. In the
Synchronize Rooms,
Spaces, and Areas dialog box, click the Sync Settings button
if you want to add, edit or remove any extended properties as described
above. Click OK when done.
3. Use the column filters to isolate the spaces you want, then mark the checkboxes of the items you want to synchronize. Click Synchronize.
4. The spaces
appear in the Spatial Index activity
center.
Use Edit in Spreadsheet to bulk update elements, sheets, or record document data
You can use the Edit in Spreadsheet task in Newforma when editing elements, sheets, or record documents to utilize Excel’s streamlined copy/paste functionality to expedite editing. You can also utilize formulas within Excel to quickly generate various calculated totals. This tool is especially helpful if you want to utilize office staff to edit element, sheet, or record document data that may not be well versed in Revit.
The Edit in Spreadsheet task can also be run from the Newforma Project Information Link add-in located on the Newforma portion of Revit's ribbon.
If you are using Synchronize and Add Revisions to synchronize record document data between Revit and Newforma,you should NOT also edit record document data in a spreadsheet. Mixing synchronization methods can cause data misalignment for your record documents.
1. To mass
update space data, go to the Spatial
Index activity center and click Edit in Spreadsheet from
the Tasks panel.
2. When
prompted, navigate to a location in which to save the exported data. After
saving the file, it opens in Excel. Edit the data as desired, then save
and close the file. A message appears prompting you to click OK
to re-import the modifications. If you are not ready to import changes,
click Cancel to re-import later.
Add action items from Revit models
If you are working in a Revit model and want to add a to-do item for yourself or someone else, it’s easy to add an action item. Once added, it can be accessed from Newforma in the Action Items activity center.
1. To add an action item, go to the Newforma Project Information Link add-in located on the Newforma portion of Revit’s ribbon and click on Action Items, then one of the following:
-
Click Identify if you want to add an action item related to the model in general; or
-
Click Identify for Element if you want to add an action item related to a specific element.
2. Fill
out the action item details as desired in the Identify
Action Item dialog box. Modify the Subject if needed. If you
know who to assign the item to, fill out the Assigned To field,
or it can be assigned later. Add any details in the Description
as needed. Note the model is indicated on the Related Items tab.
Click Create when done.
3. If the action item is assigned, and the Send change notification email box is checked, an email is created. Review the email and use the Send and File in Action Item button to send it.
Create markup sessions from Revit models
You can use the Newforma Markup tools while working in a Revit model. Once added, markups can be accessed from the Project Markup Sessions activity center.
1. To mark up a drawing, zoom into the area of the drawing you want to markup, then go to the Newforma Project Information Link add-in located on the Newforma portion of Revit’s ribbon and click Markup Sessions, then one of the following:
-
Click Markup Snapshot if you want to do a markup related to the model in general; or
-
Click Markup Snapshot of Element if you want to do a markup related to a specific element.
2. Click
and drag the Newforma Snapshot camera to select the rectangular area you
want to capture for the markup. It appears in the Newforma
Viewer. Use the markup tools to mark up the drawing.
3. To save
a markup session in Newforma, click the Save button. Modify the
Name and/or add Remarks if desired in the Save
Markup Session As dialog box. Note that the odel is indicated on the
Related Items tab. Click OK
when done.
Key features
● Newforma Project Information link connects Revit models and elements to Newforma project information.
● See and track your list of registered Revit models and elements in the Newforma Building Models and Elements activity center.
● Sync elements, spaces and record documents from Revit into Newforma Project Center and edit extended properties.
● Mass update elements, spaces, and record documents data using Newforma’s Edit in Spreadsheet tool, then sync changes back to Revit.
● Create action items and markups linked to a Revit model.
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