Dive into the process of annotating and cleaning up sheets in a documentation phase of a project. Learn techniques such as making enlarged views, tagging, creating new sheets, and renaming files efficiently.
Key Insights
- The article provides detailed steps on creating and annotating sheets. These include making enlarged views of specific areas like the mechanical room and bathrooms, and cleaning up the drawings as more elements are added.
- The writer demonstrates how to create and rename new sheets using the VDCI-E1, carefully naming each for different aspects like plumbing sections, plumbing enlarged plans, and plumbing details.
- The author also shares a useful tip on renaming files or views using the F2 key, making the process quicker and easier.
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In the previous video, we went ahead and kind of finished up our system, and now we're going to be moving into our documentation phase. We're going to create some sheets, create some enlarged views, do some tagging, do some cleaning up, and a couple of other things that we're going to go ahead and do.
For the midterm, if you recall, we created two different sheets, a P101 for our first floor plumbing and a P102 for our second floor plumbing. We're going to continue to use those sheets, and we'll be annotating them and cleaning them up, and then we'll go ahead and be doing some sections. We'll do an isometric.
We'll also be doing a title sheet with some details and a couple of little schedules just to kind of show you all how those elements work. So let's go ahead and get right into it. The first thing I want to go ahead and do is start setting up our sheets that we're going to go ahead and be using.
So I'm going to go here to my sheets. I'm going to go New Sheet. I'm going to use that VDCI-E1.
Make sure that that is the one you're using. Hit OK. I'm going to rename this, so I'm going to right-click Rename, and I'm going to name this P-001, and this will be my plumbing title sheet.
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I'm going to go another New Sheet. Let's hit OK. I'm going to go ahead and go P-301.
This is going to be plumbing sections. I'm going to go another New Sheet. Hit OK.
This will be right-click Rename: P-401. I'm going to go ahead and name this Plumbing Enlarged Plans.
Let's go another New Sheet. Hit OK. We're going to have a few plumbing details.
We're going to pull in P-501 Plumbing Details, and I don't need the period at the end of that. One other thing too is when you're going through and renaming, you can also hit the F2 key to rename. So I could use that on my sheets.
I can use that on my views here. If I just hit F2, you can see that it actually allows me to rename, and that's actually a good tip for Windows overall. If you're trying to rename a file—I know I constantly am renaming files throughout the day—
You can rename the file just by selecting it and hitting F2. Depending upon your computer or your keyboard, you may have other functions on that F2 key, so make sure to double-check that. But it's a quick and easy way.
I'm going to go another New Sheet. Let's go ahead. I'm going to call this one P-601, and then we'll call this Plumbing Schedules, and there we go.
So what we want to go ahead and do is we have our first floor plan, and we're going to start setting up some of these other views that we're going to go ahead and need. We're going to leave this at this size, but we want to have a couple of enlarged views here. So I'm going to have an enlarged view of the mechanical room.
I'm going to have an enlarged view of the bathroom, and those are on both—bathrooms for both floors. We can go ahead. I can jump to my sheet here, my sheet view here.
Let’s see. Let me delete that real quick, and then what we can go ahead and do is I'm going to go up to View. I'm going to go to Callout, and then what I can go ahead and do is zoom in here and give myself an enlarged view of that.
I'm also going to go View > Callout again. I'm going to give myself an enlarged view of the bathrooms here. There we go.
Let's hop to our second floor, and when I have the callouts, I like to do this with them. I like to give them a little bit of an angle, just so that it doesn't get caught up with the other straight lines that are in here. This angle really identifies it as being the portion for that callout there. If you need to move a room tag or something, you can always adjust that later on.
It's just one of these things that as we add more to the drawings, we're going to have to start doing some cleanup items and whatnot. You know, like this book room—maybe I want to pull it out here, just because I want to get it out of the way of the walls and everything there. We’ve got those enlarged views.
Let's go ahead and go to our Plumbing Sheet 2 view. So I want to create an enlarged plan here. So I'm going to go Callout.
I'm going to go down here, make my callout. There we go. Let's see.
I'm going to go ahead and get it kind of in place. I'm just going to make sure it's not over any walls or anything like that. And then make sure that leader line coming off that shoulder, in a sense, is straight.
Perfect. I'm going to go ahead and adjust this housekeeping. There we go.
And it's looking pretty good. Cool. We've established those views.
I'm going to go ahead and name these. So this guy here, I want to go ahead and right-click Rename. This is going to be—let's see here—
Right-click Rename: Level 1 Enlarged Mechanical Room. And then this one will be the bathrooms, I believe.
So, yep. So right-click Rename: Level 1 Enlarged Bathrooms. And then on Level 2, I'm just going to go ahead and name it Level 2 Enlarged.
Perfect. So let's go ahead and get these on some sheets. So I'm going to go to my P-401, my Plumbing Enlarged Plans.
Let’s see here. I'm going to drag my Level 1 Enlarged Bathrooms, my Level 2 Enlarged Bathrooms, and my Enlarged Mechanical Room. Now I want these to be a little bit of a different size.
I want these to be a quarter-inch scale. So right now you can see they're at eighth-inch scale. We'll make them a little bit larger here.
I'm going to go ahead and just kind of arrange them. I'm thinking we’ll have the Level 2 and Level 1 bathrooms right next to one another. And then we will have the enlarged view there.
So what I can go ahead and do is I'm going to select this. I do have a Plumbing Plan view template, but we're going to go ahead and edit and duplicate this so that we can have a quarter-inch one. So I'm going to go to this View Template here.
So I have one of these views selected. I'm going to go to View Template. I'm going to click on Duplicate.
I'm going to go ahead and name it Plumbing Plan – Enlarged Plan Quarter-Inch. I always like to put the scale in there just so people know what scale they're selecting when they select a View Template. And then really right now, the only thing I want to change is going to be the scale to a quarter of an inch.
We'll kind of see if there are other items that we need to change and apply it. OK. And you can see that view has gotten a little bit larger.
I can take these views and apply that View Template to them now. So just click on the view, click on the View Template, apply. OK.
And then here, Plumbing Plan—we’re going to click on that, apply. OK. And that’s great.
All these views are going to fit nicely on this sheet. So I might also use some of the view titles. We're going to go ahead and change some of these views a little bit so that they read differently on the sheet.
There is a parameter in these views called Title on Sheet. So what I’m going to do is I’m just arranging them kind of nicely. One thing I like to do when I’m on my sheet is turn off—
So I'm selecting all three of these views. I like to turn off the Crop Region. So I still want to crop the view, but I'm going to turn off Crop Region Visible.
I think it just looks a little bit cleaner. We'll clean up that section here in a second. So on these views, I'm going to select this guy and go down and find Title on Sheet.
And I'm going to go ahead—Level 1 Enlarged Bathrooms. And that's just to kind of make it a little bit nicer. Let's see—Title on Sheet: Level 2 Enlarged Bathrooms.
Now you may have noticed that I had a dash here and no dash there. So I want to remain consistent. I'm just going to go back in and remove the dash.
Just one of those things to think about—just consistency. I know it seems like it's a very small idea, a very small thing, but that's okay. And here we don't really need the level.
I'm just going to go with Enlarged Mechanical Room, but I have it in here so that it sorts on the Project Browser. So I still want the Level 1 in the browser, but I don't really need the Level 1 on the title.
Great. We've set up some of these enlarged views, and we'll come back and we'll start annotating them and talk about the annotations. See them.