Use Newforma Project Information Link

26 minutes

11 months ago

Use Newforma Project Information Link

This topic explains how to use Newforma Project Information Link to create Project Center items from Autodesk Revit and synchronize object data. Click the following links to go to instructions on the Newforma Project Information Link action you want to perform (or scroll down the page):

Setup Newforma Project Information Link

Add Revit (.RVT) files to a Project Center project

Synchronize Project Center Project Information with Revit

Create markup sessions from Revit

Create action items from Revit

Create and modify building elements in Project Center from Revit

Synchronize Revit object parameters and Project Center building properties

Create and modify spaces in Project Center from Revit

Synchronize Revit model enclosures and Project Center spaces

Create and modify record documents in Project Center from Revit sheets

Synchronize Revit sheets and add Project Center record document revisions

Synchronize Revit sheets and Project Center record documents

Publish a single sheet from Revit to PDF

Batch publish multiple sheets from Revit to PDF

Publish multiple sheets as a single PDF from Revit

Import mapping properties from another project

Setup Newforma Project Information Link

See Set Up Newforma Project Information Link.

To add Revit project’s (.RVT) files to a Project Center project

Now you must add the folder containing the Revit project’s .RVT files a to a Project Center project, if it has not been added.

If you are not already there, open the Project Center Administration activity center by clicking Project Center Administration from the Tasks panel of the My Project Center activity center, or from the Activities list.

Select the project you want to add the Revit project file to, then click Edit Settings from the Tasks panel to open the Edit Project Settings dialog box.

Click the Project Folders tab, and then click Add Folder to open the Choose Folder dialog box.

Select the appropriate connection from the Connection Name drop-down list.

Click the button and locate the folder containing the Revit project files and click OK three times to add the folder to the project.

Repeat these steps for any other Project Center projects you want to add .RVT files to.

You can then save Revit files directly from Revit to the project folder.

To register a Revit building model

You must register a Revit building model with a Project Center project before you can create items and synchronize it with Project Center.

It is best practice to register the central model. Newforma Project Information Link will always register a central model (if one exists within the Project Center project).

Open Autodesk Revit and the Revit project you want to use.

Click Connect to activate Newforma Project Information Link.

To link a Revit project with a Project Center project, click the Register Model button to open the Register Building Model dialog box (shown below), which lists any Project Center projects that were found containing the current Revit project file, as explained in the previous section.

The Register Model button is visible only if the current Revit project is not registered in a Project Center project.

The projects that are listed are the Project Center projects that have a project folder containing a Revit project file (the .RVT file on the file server). These projects do not have anything in the Project Center database that references the .RVT file yet, which is why you must register the Revit file.

Select the Project Center project to register the Revit project with and click OK.

When a building model is registered, Project Center automatically creates and adds the building model project item in the All Models category of the Building Models and Elements activity center, as shown here:

You can edit the building model’s information by clicking Modify from the Tasks panel to open the Modify Building Model dialog box:

You can also access this dialog box from Newforma Project Information Link by clicking the Newforma Project Information Link drop-down and selecting View or Modify Newforma Building Model:

To synchronize project properties with Revit

Perform the following steps to synchronize Project Center project properties with Revit project information parameters using Newforma Project Information Link.

All properties are imported from Project Center to Revit.

If you are not already there, open the project in Revit where you want to import Project Center project properties and initialize Newforma Project Information Link.

Click Project Information:

In the Import Project Information dialog box, shown below, all project information parameters from Revit that are mapped to the project properties from Project Center are listed:

Click Sync Settings to open the Edit Settings for Project Information Properties dialog box, shown below, to specify which properties to synchronize:

Filter the Parameter Name column to select the Revit parameters you want to map.

Click and drag a Revit parameter to the Newforma property you want to map it to in the Newforma Properties section of the dialog box.

Click OK to save the changes.

In the Import Project Information dialog box, select the checkbox for any properties you want to synchronize.

Click Synchronize. A message similar to the following will appear:

Click OK to close the message and the Import Project Information dialog box.

To create markup sessions from Revit

To create a markup session from Revit, click the Markup Sessions button and choose one of the options, depending on what you want to do.

Select Send Snapshot to select and capture a region of the screen and then launch an email message with the snapshot included as an attachment.

Select Markup Snapshot to select and capture a region of the screen and then launch the Newforma Viewer. When you save the markup session in the Newforma Viewer, it will be automatically related to the corresponding building model in the Building Models and Elements activity center in Project Center.

Select Markup Snapshot of Element to select a Revit element, take a snapshot of the element, and then launch snapshot in the Newforma Viewer. When you save the markup session, it will be related to both the corresponding building model and the element you just selected.

If the element does not yet exist in Project Center, it will be created and added to the Building Models and Elements activity center.

Select View in Newforma Project Center to open the Related Markup Sessions activity center showing all markup sessions related to the current Revit model.

To create action items from Revit

To create an action item from Revit, click the Action Items button and choose one of the options, depending on what you want to do.

Select Identify to open the Identify an Action Item dialog box to create a new action item in the Action Items activity center and relate it to the Revit model in the Building Models and Elements activity center.

Select Identify for Element to select a Revit element and open the Identify an Action Item dialog box. Once it is saved, the action item is related to the building model and the element you just selected.

Select View in Newforma Project Center to open the Action Items activity center showing all action items related to the corresponding Revit model.

To create and modify building elements in Project Center from Revit

To create or modify a building element from Revit, click the Building Elements button and choose one of the following options, depending on what you want to do.

Select Synchronize Elements to open the Synchronize Building Elements dialog box to create and synchronize links between Project Center building properties and Revit object parameters. See the next section for details.

If you have Microsoft Excel, select Edit in Spreadsheet to open the Save Spreadsheet dialog box to create and open a spreadsheet containing the current set of building elements from Project Center. Edit the spreadsheet as necessary. Once it is saved and closed, return to Newforma Project Information Link and click OK from the pop-up message. The changes are imported to Project Center and an Import Summary dialog box appears. Click OK to launch the Synchronize Building Elements dialog box. Click Synchronize to sync the changes with Revit.

Select Modify Newforma Element to select an element and open the Modify Building Element dialog box to edit the building element’s data. The element will be automatically synchronized with the new settings.

If the selected element is not linked, you will be instructed to use the Link to Project Center Element option.

Select Link to Newforma Element to select a Revit element and open the Create Linked Building Element dialog box to create a corresponding related building element in Project Center. It will be added to the Building Models and Elements activity center.

Select View in Newforma Project Center to open the All Elements view in the Building Models and Elements activity center.

To synchronize Revit object parameters and Project Center building properties

Click Building Elements > Synchronize Elements to open the Synchronize Building Elements dialog box, as shown here:

Click Add Revit Elements and then click and drag to select the elements you want to synchronize from the Revit model. Click Finish to add the elements to the bottom section of the Synchronize Building Elements dialog box, as shown in this example:

Click Sync Settings to open the Edit Settings for Building Element Properties dialog box (shown below) to specify which parameters and properties to synchronize.

Filter the Parameter Name column to select the Revit parameters you want to map. For this example we’ll use door to find parameters that use the word Door.

Select the parameters and click Create Matching Extended Property, as shown below, to create matching Newforma extended properties for each of the parameters.

In the Define Group Name dialog box, enter the group name for the new properties that will be created and click OK.

The Revit parameters are added as extended properties in the Newforma Properties section at the bottom, as shown here:

Click OK to save the changes. The properties are automatically added to the top section of the Synchronize Building Elements dialog box, as shown here:

Click Synchronize in the Synchronize Building Elements dialog box to perform the sync. A message similar to the following will appear when it is finished:

The parameters in the bottom section will be added as properties in Project Center, and the properties in the top section will be added as extended properties and shown as columns in the Building Models and Elements activity center.

In Project Center, open the Building Models and Elements activity center and select All Elements from the category drop-down list.

A column now appears in the grid for each of the new properties synchronized from Revit.

The same properties will be added as fields in the Create/Modify a Building Element dialog box.

These values will now be updated whenever you click Synchronize in Revit.

Refer to the Add Building Elements from Revit to the Building Models and Elements Activity Center topic for additional information.

To create and modify spaces in Project Center from Revit

To create or modify a space from Revit, click the Spatial index button and choose one of the following options, depending on what you want to do.

Select Synchronize Spaces to open the Synchronize Rooms, Spaces, and Areas dialog box to create and synchronize links between Project Center spaces and Revit enclosures. See the next section below for details.

If you have Microsoft Excel, select Edit in Spreadsheet to open the Save Spreadsheet dialog box to create and open a spreadsheet containing the current set of spatial data from Project Center. Edit the spreadsheet as necessary. Once it is saved and closed, return to Newforma Project Information Link and click OK from the pop-up message. The changes are imported to Project Center and an Import Summary dialog box appears. Click OK to launch the Synchronize Rooms, Spaces, and Areas dialog box. Click Synchronize to sync the changes with Revit.

Select Modify Newforma Space to select a Revit enclosure and open the Modify Space dialog box to edit the space’s data. The space will be automatically synchronized with the new settings.

If the selected enclosure is not linked, you will be instructed to use the Link to Newforma Space option.

Select Link to Newforma Space to select a Revit enclosure and open the Link to Newforma Space Definition dialog box. From there you can create a new space, or link to a space that already exists in Project Center.

Select View Space Type to select a Revit enclosure and open the Modify Space Type Definition dialog box for the associated Project Center space. If the enclosure does not have a space type, the Modify Space dialog box opens.

Select View Data Sheet to select a Revit enclosure to open the associated data sheet. (Project Center space types and spaces allow you to reference an external file as a data sheet.) If the space doesn’t have a data sheet, then it will look for one from the space type. If neither the space nor the space type have a data sheet, it will display the form for the space.

Select View in Newforma Project Center to open the Spatial Index activity center.

To synchronize Revit model enclosures and Project Center spaces using Revit as the source

Perform the steps in the following example to populate the Project Center Spatial Index activity center from the enclosures defined in a Revit model.

Scroll to the next section to use Project Center as the source.

Click Spatial Index > Synchronize Spaces to open the Synchronize Rooms, Spaces, and Areas dialog box, as shown here:

All enclosures from the Revit model are automatically listed in the bottom section (under Select the Items to Synchronize) with the default action Create Newforma Space, which will create a space in Project Center from each Revit enclosure.

Click Sync Settings to open the Edit Spatial Index Extended Properties dialog box to specify which parameters and properties to synchronize.

Filter the Parameter Name column to select the Revit parameters you want to map. For this example we’ll enter finish, as shown below.

Select the parameters and click Create Matching Extended Property, as shown here, to create matching Newforma extended properties for each of them.

In the Define Group Name dialog box, enter the group name for the new properties that will be created and click OK.

The four Revit parameters in this example are added as extended properties in the Newforma Properties section at the bottom, as shown here:

Click OK to save the changes. The properties are automatically added to the top section of the Synchronize Rooms, Spaces, and Areas dialog box, as shown here:

Click Synchronize in the Synchronize Rooms, Spaces, and Areas dialog box to perform the sync. A message similar to the following will appear when it is finished:

The enclosures in the bottom section will be added as spaces in Project Center, and the properties in the top section will be added as extended properties and shown as columns in the Spatial Index activity center.

In Project Center, open the Spatial Index activity center.

A column now appears in the grid for each of the new properties synchronized from Revit.

The same properties will be added as fields in the Create/Modify Space dialog box.

These values will now be updated whenever you click Synchronize in Revit.

To synchronize Revit model enclosures and Project Center spaces using Project Center as the source

Perform the steps in the following example to populate a Revit model with the spaces defined in a Project Center project.

Activate a plan view in Revit if you do not already have one active.

Click Spatial Index > Synchronize Spaces to open the Synchronize Rooms, Spaces, and Areas dialog box, as shown here:

Click Edit Settings to open the Edit Settings for Spatial Index Extended Properties dialog box.

Drag and drop the Revit parameters from the top section onto the Newforma extended properties that you want to map them to in the bottom section, as shown here. Click OK to create and save the new mappings.

The new mappings appear in the top section of the Synchronize Rooms, Spaces, and Areas dialog box, as shown here. In the bottom section, mark the checkboxes of the spaces listed as Create Unplaced Revit Room under the Synch Action column that you want to sync with Revit.

Click Synchronize to sync the items.

Place the unplaced rooms in the Revit model.

You can make other changes in Project Center (or in a spreadsheet) and re-sync to Revit at any time.

To create and modify record documents in Project Center from Revit sheets

Note that you should NOT combine synchronization methods for a project. For example, if you use Synchronize and Add Revisions, you should not also edit data in a spreadsheet or use Synchronize Sheets only and then add files from revisions in Document Control. Mixing synchronization methods can cause data misalignment for your record documents.

To create and modify a record document from Revit, click the Document Control button and choose one of the following options, depending on what you want to do.

Select Synchronize Sheets to open the Synchronize Sheets dialog box to create and synchronize links between Project Center record documents and Revit sheets. See the next section below for details.

If you have Microsoft Excel, select Edit in Spreadsheet to open the Save Spreadsheet dialog box to create and open a spreadsheet containing the current set of record documents from Project Center. Edit the spreadsheet as necessary. Once it is saved and closed, return to Newforma Project Information Link and click OK from the pop-up message. The Synchronize Sheets dialog box opens. Click Synchronize to sync the changes with Revit.

Select View in Newforma Project Center to open the Document Control Activity center.

To synchronize and add record document revisions

Perform the following steps to simultaneously synchronize the sheet properties and generate an updated PDF of the latest revision of a sheet, which is automatically linked to the record document revision in Project Center using Newforma Project Information Link.

If you are not already there, open the project in Revit that contains the sheets you want to synchronize with Project Center and initialize Newforma Project Information Link.

Click Document Control > Synchronize and Add Revisions, as shown here:

In the Synchronize and Add Revisions dialog box, shown below, all sheets from the Revit model are automatically listed in the bottom section (under Select the Items to Synchronize) with the default action Create Newforma Record Document, which will create a record document in Project Center with a linked PDF of the latest revision of the sheet.

Click Sync Settings to open the Edit Settings for Document Control Properties dialog box to specify which properties to synchronize.

Filter the Parameter Name column to select the Revit parameters you want to map.

Select the parameters and click Create Matching Extended Property to create matching Newforma extended properties for each of them.

Enter the group name for the new properties that will be created and click OK.

The two Revit parameters from the top section are added as extended properties in the Newforma Properties section at the bottom, as shown in this example:

Click OK to save the changes. The properties are automatically added to the top section of the Synchronize and Add Revisions dialog box, as shown here:

Make sure all the properties you want to synchronize are selected in the Select the Properties to Synchronize grid.

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.

Select the sheets you want to synchronize in the Select the Items to Synchronize grid.

Click Synchronize in the Synchronize and Add Revisions dialog box to perform the sync. A message similar to the following will appear:

The sheets selected in the bottom section are added as record documents in Project Center, and the properties selected in the top section are added as extended properties and shown as columns in the Document Control activity center.

If you have not already defined publish settings for PDFs, the Synchronize and Add Revisions button will not be active. Click Publish Settings to open the Publish Settings dialog box to configure the PDF publish settings.

If there is a parameter you want to use for sorting that is not in the grid, click the Add Revit Parameters button to open the Revit Parameters dialog box and select the parameter you want to add to the grid. If it does not automatically appear at the far right of the grid, right click on any column header and select it from the list of available parameters.

If there are any potential synchronization errors with the selected sheets, red error indicator text appears above the Select the Items to Synchronize grid. You must deselect the sheets or fix the error to synchronize and add revisions. For more information on synchronization rules, please see Record Document Synchronization Rules when using Synchronize and Add Record Documents.

Click OK to close the message and the Synchronize and Add Revisions dialog box.

In Project Center, open the Document Control activity center, as shown below.
Click to refresh the contents of the activity center if needed.

New record documents, with linked PDFs created from the Revit sheets, are added, as shown below.

The parameters from the example above are added as columns in the Document Control activity center.

The same two properties are added as fields in the Add/Modify a Record Document dialog box.

The record documents and linked PDFs will now be updated whenever you click Synchronize and Add Revisions in Revit.

For additional information on synchronize and add revision rules, please see the Newforma Project Information Link (Revit) Overview topic.

To synchronize Revit sheets and Project Center record documents

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.

If you are not already there, open the project in Revit that contains the sheets you want to synchronize with Project Center and initialize Newforma Project Information Link.

Click Document Control > Synchronize Sheets, as shown here:

In the Synchronize Sheets dialog box, shown below, all sheets from the Revit model are automatically listed in the bottom section (under Select the Items to Synchronize) with the default action Create Newforma Record Document, which will create an empty record document in Project Center for each Revit sheet.

Click Sync Settings to open the Edit Settings for Document Control Properties dialog box to specify which properties to synchronize.

Filter the Parameter Name column to select the Revit parameters you want to map.

Select the parameters and click Create Matching Extended Property to create matching Newforma extended properties for each of them.

Enter the group name for the new properties that will be created and click OK.

The two Revit parameters from the top section are added as extended properties in the Newforma Properties section at the bottom, as shown in this example:

Click OK to save the changes. The properties are automatically added to the top section of the Synchronize Sheets dialog box, as shown here:

Click Synchronize in the Synchronize Sheets dialog box to perform the sync. A message similar to the following will appear:

The sheets in the bottom section are added as record documents in Project Center, and the properties in the top section are added as extended properties and shown as columns in the Document Control activity center.

Click OK to close the message and the Synchronize Sheets dialog box.

In Project Center, open the Document Control activity center, as shown below.

New empty record documents, created from the Revit sheets, are added, as shown below.

The Sheet Width and Title Block parameters from the example above are added as columns in the Document Control activity center.

The same two properties are added as fields in the Add/Modify a Record Document dialog box.

The record documents will now be updated whenever you click Synchronize in Revit.

To publish a single sheet from Revit to PDF

Perform the following steps to publish a single sheet from Revit to PDF.

It is also possible to publish DWGs of the selected sheets at the same time PDFs are generated. For details, please see Publish Sheets to DWG from Revit.

From the Newforma toolbar in Revit, click Document Control > Publish Sheets, as shown here:

You can publish sheets to PDF without connecting Newforma Project Information Link.

In the Publish Sheets dialog box, shown below, select the checkbox for the sheet you want to publish in the Select the Sheets to Publish section of the dialog box.

The File Name column shows the name that will be given to the generated PDF. You can change the name format by clicking Publish Settings and updating the Filename format on the Options tab of the Publish Settings dialog box.

Review the PDF publishing settings at the bottom of the dialog box. Select the Open in Windows Explorer after Publish checkbox to open the folder location of the published PDF in Windows Explorer when publishing is complete.

For more information on the available publishing settings, please see the Publish Settings dialog box.

Click Publish to publish the PDF.

To batch publish multiple sheets from Revit to PDF

Perform the following steps to publish multiple sheets as PDFs from Revit.

it is also possible to publish DWGs of the selected sheets at the same time PDFs are generated. For details, please see Publish Sheets to DWG from Revit.

From the Newforma toolbar in Revit, click Document Control > Publish Sheets, as shown here:

In the Publish Sheets dialog box, shown below, use the column headers to sort the sheets into the desired publishing order. You can use up to three levels to sort the sheets. The PDFs will be generated based on the sort order.

For more information on sorting, please refer to Sorting Sheets for Publication.

Select the checkboxes for the sheets you want to publish in the Select the Sheets to Publish section of the dialog box.

For more information on the available publishing settings, please see the Publish Settings dialog box.

Click Publish to publish the PDFs.

To publish multiple sheets as a single PDF from Revit

Perform the following steps to combine multiple sheets and publish as a single PDF from Revit.

It is also possible to publish DWGs of the selected sheets at the same time PDFs are generated. For details, please see Publish Sheets to DWG from Revit.

From the Newforma toolbar in Revit, click Document Control > Publish Sheets, as shown here:

In the Publish Sheets dialog box, shown below, use the column headers to sort the sheets into the desired publishing order. You can use up to three levels to sort the sheets. The sort order determines the order of the sheets in the combined PDF.

For more information on sorting, please refer to Sorting Sheets for Publication.

If there is a parameter you want to use for sorting that is not in the grid, click the Revit Parameters button to open the Revit Parameters dialog box and select the parameter you want to add to the grid. If it does not automatically appear at the far right of the grid, right click on any column header and select it from the list of available parameters.

Select the checkboxes for the sheets you want to publish in the Select the Sheets to Publish section of the dialog box.

For more information on the available publishing settings, please see the Publish Settings dialog box.

Select the Combine Selected Sheets into one PDF checkbox to create a single PDF that includes all selected sheets.

Click Publish to publish the PDFs.

The sheet numbers appear as bookmarks in the PDF viewer, as shown here:

To import mapping properties from another project

To save time, perform the following steps to import building element, space, or record document mapping properties from another project into the current one.

From either the Edit Settings for Spatial Index Extended Properties dialog box, the Edit Settings for Building Element Properties dialog box, or the Edit Settings for Document Control Properties dialog box, click Import from Project to open the Select Project dialog box.

Select the project from which to import the mapping properties and then click OK to open the Import Other Project Mapping Properties dialog box.

Mark the checkboxes of the mapping properties you want to import and then click OK to import the properties, including extended properties, into the current project.

If the imported Newforma property already exists in the current project with a mapped Revit parameter, the current mapping is preserved and is not overwritten.

If the imported Newforma property already exists in the current project but is not mapped to a Revit parameter, the mapping is added.

If the imported Newforma property does not exist in the current project, the property and mapping are added.