Records
- Adding Markup to a Revision
- Publishing an Office Document
- Bulk Create Empty Records
- Managing Revisions from the Records Page
- Adding Markup in the Approval Process
- Received register
- Assign Reviewers to Review Revisions
- How to Obsolete a Record
- Editing Revision Metadata
- Associate a Record to Checklist Task
Validate With Revisions
Introduction
Validate Revit Sheet Metadata and Revisions with an Atvero Project.
Validate with Revit Revisions
This workflow validates the parameters and Revisions in Revit against Metadata in the Atvero Project.
Specifically:
• Sheet name and number
• Atvero Revision
• Status
• Classification
• Issue status in Atvero
• Revit Revision Date and Description
When syncing with Revit Revisions, the add-in background displays light blue.
Launching the Revit Add-In
Once installed, an Atvero menu tab will appear in the Revit ribbon. The first task is to log in to your Microsoft 365 account. This will happen if you click either of the Atvero buttons in the ribbon. Logging in tells the add-in which projects it can access in Atvero, based on Group membership and permissions.
Select Sheets
The Revit Add-In will enumerate all of the Sheet views in the Revit model and display them in a table. You can choose which Sheets to Display or Validate in the following ways:
•Filter
•Sheet Sets
•Search
To update the add-in with any changes made to views, click Refresh.
To clear a selection, click Clear Filters. Sheets that are highlighted Blue will Validate and Publish.
Note: If none are highlighted, the process will apply to all Sheet Views in the model.
Validate
Clicking on Validate, will check your model against the Project Information Parameters previously set.
Follow the 'Configure Model' and 'Configure Revisions' guides for details.
Validate will perform the following steps to highlighted Sheets:
• Establish if the Sheet Record exists in Atvero already.
• Establish if the Parameters conform with the Project Standard.
• Enumerate current Drawing Title, Revit Revision, Atvero Revision, Status and Classifcation.
• Set the next Atvero Revision based on the numerical sequence.
• Check for a 'Pending Revision' and Pre-pend the Atvero.Revision Parameter to the Pending Revision Description.
Note: If no Sheet views are selected, clicking Validate will apply to all sheets in the Model.
The Message column in the Add-In will warn if there are any problems that need to be resolved before Sheets can be published.
IMPORTANT!
For multiple Sheets to Validate correctly, they all need to have the same value for Atvero.Revision.