1. © 2011 Autodesk AB4617-U Autodesk® Revit® Project Templates: Finding the Right Balance for What Is in Them T.J. Meehan AIA, LEED AP Vice President of Professional Services – CADD Microsystems, Inc.

2. © 2011 Autodesk ABOUT ME… Registered Architect, member of the AIA LEED Accredited Professional Worked as an architect in: Phoenix, Denver, & Washington, DC Currently V.P. of Professional Services for CADD Microsystems, Inc. (CMI) 9 th year as a Speaker at AU

3. © 2011 Autodesk ABOUT THIS SESSION… How does an “Unconference” session work?  “We provide a room, a projector, and a microphone, and then you, your fellow attendees, and the session leader do the rest.” Guidelines for a successful “Unconference” session:  Discussions only…no lectures  No product or service promotion or selling  You all should share your experiences with the topic – no matter your expertise level

4. © 2011 Autodesk WHO’S IN THIS SESSION… ROLES FIRMS / AGENCIES Architect Architectural Design Group, Inc. RLF Inc. Architectural Designer BD Mackey Consulting Scott & Goble Architects Architectural Intern Bernier Carr & Associates Stanford University Architectural Technician Boulder Associates Sweco Architects BIM Lead Brookfield Homes Tetra Tech BIM Manager CH2M HILL The Kroger Company BIM Specialist Code Consultants, Inc. Torti Gallas and Partners, Inc. CAD Designer CTA Architects Engineers WD Partners BIM / CAD Manager Foodservice Equipment Symbols, LLC WTW Architects CAD / Revit Administrator GSBS Digital Design Manager HMC Architects Lead BIM Technician Idaho National Laboratory Manager of BIM Services IIW Engineers & Surveyors, P.C. Owner Integrus Architecture Professional Engineer Jacobs Project / BIM Coordinator KTGY Group, Inc. Project Leader / BIM Project Administrator Lake Flato Architects, Inc. Senior Architectural Designer Martin/Martin, Inc. LOCATIONS Systems Administrator Neumann Monson Architects Sweden Technician Populous, Inc. USA

5. © 2011 Autodesk Revit Project Templates: Finding the Right Balance 1Views and Sheets 2Schedules 3Legends 4Notes and Specifications 5Wall Types 6Other Model Families 7Details 8Project Templates

6. © 2011 Autodesk Revit Project Templates: Finding the Right Balance 1Views and Sheets 2Schedules 3Legends 4Notes and Specifications 5Wall Types 6Other Model Families 7Details 8Project Templates 1. Do you have all your typical Views already created in your project template? 2. How do you separate / organize them? 3. How many and what types of View Templates are in your project template? 4. Do you “cartoon” out all your typical sheets in your project template? 5. If so, do you create different sets for SD, DD, and CD? 6. Do you have placeholder sheets for other disciplines?

7. © 2011 Autodesk Revit Project Templates: Finding the Right Balance 1Views and Sheets 2Schedules 3Legends 4Notes and Specifications 5Wall Types 6Other Model Families 7Details 8Project Templates Examples… Examples…  Door and Window  Room  Fixtures / Furniture / Equipment Questions… Questions… 1. How many, if any, do you create in your project templates? 2. Do you use both working and printing schedules? 3. Do you create Rooms in your Room Schedule with data so they can be placed later? 4. Do you utilize shared parameters for these?

8. © 2011 Autodesk Revit Project Templates: Finding the Right Balance 1Views and Sheets 2Schedules 3Legends 4Notes and Specifications 5Wall Types 6Other Model Families 7Details 8Project Templates Examples… Examples…  Power/Communication (ETD)  Lighting Fixture  Furniture Questions… Questions… 1. Do you load your families in your project templates, so you can use them in your legends? 2. Do you create simpler annotation families just for your legends? 3. Do you just draft the symbols on your legends? 4. If #2 or #3, how do you keep them coordinated?

9. © 2011 Autodesk Revit Project Templates: Finding the Right Balance 1Views and Sheets 2Schedules 3Legends 4Notes and Specifications 5Wall Types 6Other Model Families 7Details 8Project Templates 1. Do you have General Notes in your project template, or are they separate families (or linked CAD files) that are brought in? 2. Do you have specifications in your project template? 3. What technique do you use for these items and how do you denote changes that need to be made per project? 4. How do you deal with sheet notes? 5. Are your typical sheet notes already in your project template?

10. © 2011 Autodesk Revit Project Templates: Finding the Right Balance 1Views and Sheets 2Schedules 3Legends 4Notes and Specifications 5Wall Types 6Other Model Families 7Details 8Project Templates 1. How many wall types do you typically use? 2. Do you have a special naming convention you use? 3. Do you denote your wall types per project, or do you use the same denotation for all projects? 4. Do you keep all your wall types in your project template, or do they exist in a separate project that you use as a library?

11. © 2011 Autodesk Revit Project Templates: Finding the Right Balance 1Views and Sheets 2Schedules 3Legends 4Notes and Specifications 5Wall Types 6Other Model Families 7Details 8Project Templates 1. Do you believe in having a larger project template with many of the families you typically use already loaded (so it’s easier for users)? 2. Or, do you believe in no extra families loaded and force the user to only load in the ones they need? 3. Or, do you find a middle ground? 4. Do you utilize both 2D and 3D model families (i.e. for plumbing fixtures and furniture)? 5. Do you tend to create more families that are simpler (with less parameters), or less families that are more parametric?

12. © 2011 Autodesk Revit Project Templates: Finding the Right Balance 1Views and Sheets 2Schedules 3Legends 4Notes and Specifications 5Wall Types 6Other Model Families 7Details 8Project Templates 1. How many, if any, construction details do you have in your project template? 2. Have you created some or all of your typical details in Revit? 3. Do you utilize a separate project as a detail library and users import the views they need?

13. © 2011 Autodesk Revit Project Templates: Finding the Right Balance 1Views and Sheets 2Schedules 3Legends 4Notes and Specifications 5Wall Types 6Other Model Families 7Details 8Project Templates 1. How many project templates do you have? 2. What factors cause you to have more than one? 3. How big (file size) are your project templates?

14. © 2011 Autodesk Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2011 Autodesk, Inc. All rights reserved.