Synchronize and Add Revisions dialog box

Use this dialog box to synchronize Autodesk Revit sheets with Project Center record documents and add PDFs of the sheets to Project Center via Newforma Project Information Link.

Only sheets in the native file will be synchronized. Linked .RVT files are ignored.

Sync Settings

Click to open the Edit Settings for Document Control Properties dialog box to map properties of Revit sheets with Newforma record documents and configure synchronization.

Select the Properties to Synchronize

This section lists the parameters from Autodesk Revit that are mapped to the record document properties from Project Center. Mark the checkboxes of the items you want to synchronize.

Revit Parameter

This column lists the Autodesk Revit parameters that are mapped to the record document properties from Project Center.

Mapping Behavior

This column indicates which direction the synchronization will go when you click Synchronize.

Revit -> Newforma indicates that the modified Revit parameter information will be imported into the Newforma property.

Newforma -> Revit indicates that the modified Newforma property information will be exported to the Revit parameter.

None indicates the items will not be imported or exported.

You can double-click on the Mapping Behavior value to scroll through the available options.

Newforma Property

This column lists the Project Center properties that will be synchronized with the mapped Revit parameters.

Newforma properties described as Required must be mapped and selected for synchronization in order for synchronization to work. For more information on required properties, please see Record Document Revision Synchronization Rules when using Synchronize and Add Revisions.

Group Name

The name of the group the Newforma property belongs to.

Type

Built-in indicates built-in Newforma properties for record documents from Project Center.

Extended indicates custom properties added for record documents in Project Center.

Select the Items to Synchronize

This section lists the record documents to be synchronized. Mark the checkboxes of the items you want to synchronize.

To select multiple items at once, use the Shift key to highlight them, then press the space bar to select them.

Assign Sheet

Click to open the Set Associated Revit Sheet dialog box to create a new Revit sheet for a Project Center record document, or link the currently selected record documents to the Revit sheets you select from the list.

Assign Title Block

In order for a sheet to be imported into Revit, you must assign a title block. Select the sheet that does not have an assigned title block, select a title block from the drop-down list next to the Assign Title Block button. Click Assign Title Block to assign the title block to the selected item.

You can do this in advance by populating the default Title Block parameter. This gives you a way to pre-assign the title blocks to use for record documents. You would have to set up a new extended property to store the default title block and export that to the default title block Revit parameter. You would have to edit the extended property in the modify dialog or in a spreadsheet to match the title block names in the Revit model. This is a special parameter in that it is only used by this dialog box to pre-select title blocks. If you don’t do this then you would have to manually assign all the title blocks by clicking the Assign Title Block button each time you click Synchronize to create new Revit sheets.

Sync Action

This column indicates the type of action that will be taken. Examples of possible sync actions include:

Create Newforma Record Document. Appears when the Mapping Behavior is set to Revit –> Newforma and a sheet appears in the Revit model but not in the Project Center project. A new record document will be created in Project Center.

Synchronize and Add Revision. Appears when the Mapping Behavior is set to Revit –> Newforma and the revision of the sheet in Revit is sequentially higher than the revision that currently exists in Project Center. The new revision will be imported to Project Center.

Synchronize and Replace Existing Revision. Appears when the Mapping Behavior is set to Revit –> Newforma and the revision of the sheet in Revit is the same as the revision that currently exists in Project Center. The revision in Project Center will be replaced.

This sync action is only possible when the Project Center revision is in Draft state.

None: <reason no sync action will occur>. Appears when the synchronization rules prohibit the sheet from being synchronized with Project Center. Reasons vary but may include a newer revision date existing in Newforma than is assigned to the sheet in Revit.

If you want to filter the list of sheets to only display those with errors that will prevent them from synchronizing, filter for “none” in the Sync Action field.

For additional details about the rules applied when synchronizing and adding revisions, please see Record Document Revision Synchronization Rules when using Synchronize and Add Revisions.

Sheet Number

This column lists the ID numbers of the Revit items.

Sheet Name

This column lists the names of the Revit items.

Revision

This column lists the revision number for the item.

When mapping from Revit to Newforma, the Revit value for revision number is shown.

When mapping from Newforma to Revit, the Newforma value for revision number is shown.

Revision Date

This column lists the revision date for the item.

When mapping from Revit to Newforma, the Revit value for revision date is shown.

When mapping from Newforma to Revit, the Newforma value for revision date is shown.

Sheet Sets

This column lists the Revit sheet sets for the item.

File Name

This column lists the file name of the Revit items.

Type

This column indicates the Revit item’s type.

Title Block

This column indicates the title block of the Revit items.

Settings

This section lists the primary publish settings for the PDFs and DWGs to be generated.

PDF Driver

The PDF driver that will be used to generate the PDFs.

PDF Setup Name

The Revit page setup that will be used to generate the PDFs. Select another setup from the drop-down list if needed.

DWG Setup Name

The Revit page setup that will be used to generate the DWGs. Select another setup from the drop-down list if needed.

Store PDFs in

The location in which the generated PDFs will be stored. Click to view the location in Windows Explorer.

PDF Quality

Sets the quality of the PDF output. Screen produces the smallest file in the fastest time. Prepress produces the largest file and takes the longest.

Create DWG for Each Sheet

Select to generate a DWG file for each selected sheet.

Hyperlink Sheet Numbers (Not Needed if Printing)

Creates hyperlinks for sheet numbers that appear in the PDF, allowing users to click on the number to open another sheet. Does not need to be selected if PDFs are only being generated to print to paper.

Subfolder

The subfolder that will be created in the main PDF storage location for the current publish.

Combine Selected Sheets into One PDF

Select this checkbox to generate a single PDF file that contains all the selected sheets. The sheets are added to the PDF based on the current sort order in the Select the Sheets to Publish section of the dialog box.

The sheet numbers appear as bookmarks when viewing the combined PDF.

Open in Windows Explorer after Publish

Opens the directory in which the newly published PDFs and DWGs are stored after publishing is complete.

Publish Settings

Click to open the Publish Settings dialog box to modify the publishing settings.

Add Revit Parameters

Click to open the Revit Parameters dialog box to select additional parameters to add to the Select Items to Synchronize section of the dialog box for sorting purposes.

Synchronize and Add Revisions

Click Synchronize to process all of the selected items. Items created or modified in the Project Center project will be saved to the database, and PDFs will be generated and saved to the Project Center record documents.

 

To access this dialog box

Click Document Control > Synchronize and Add Revisions from Newforma Project Information Link.