Revit Structure: Recap and Cleanup - Placing Notes, Plans, Details, and Schedules

Recap and Cleanup: Streamlining Project Documentation in Revit Structure

Discover the benefits of efficiently using Revit Structure for your architectural projects. Learn how to clean up your general note sheets, manage architectural model backgrounds, place information on elements in your plan, annotate and remodel new attributes, and create schedules directly from your plan.

Key Insights

  • The Revit Structure platform allows for efficient customization of elements in your architectural plan, including the addition of general notes, insertion of details from a master note sheet, and the management of architectural model backgrounds.
  • Revit Structure encourages efficient remodeling of new attributes the architect has given, such as stairs, equipment rooms, and boutique or shop access in the basement area, while also allowing for the placement of information on elements in the plan.
  • Revit Structure also enables the creation of schedules directly from architectural plans, allowing for the detailed organization of properties for beams, columns, and footings, empowering architects to manage their projects efficiently.

Note: These materials offer prospective students a preview of how our classes are structured. Students enrolled in this course will receive access to the full set of materials, including video lectures, project-based assignments, and instructor feedback.

Hello, welcome to Revit Structure. Let's get started. Now that we've completed placing notes, plans, details, and schedules in our project, let's go back and do a recap and a little bit of cleanup.

The first thing we want to do is take a look at our S11 sheet—our general notes. It seems redundant that we have a header and a detail number on the sheet. Let's remove that detail number.

What we want to do is select the viewport, go to Edit Type*, duplicate it, and name it No Title*. Now that we've done that, let's go to our parameters and values. For the Title field, we will set it to None*.

Click OK*. You'll notice the number and title have been removed. What we can do now is select the remaining viewports and change them to No Title*.

There you have it—a clean general note sheet. Zoom All*.

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OK, let's move on. As you remember, we brought these in from the master note sheet, which we selected from Insert > Insert from File*. In the dropdown, we selected Insert Views from File*.

We navigated to our C drive, opened the BIM 342 folder, opened our master note sheet, and retrieved the note views from there. Let's cancel out of that. Let’s move on.

Let's go to our foundation plan. Here, we remember where we started: we relinked the architectural model into the structural project.

Double-click in the view to activate it. Open Visibility/Graphics (VV).

You’ll see the model is linked. Click OK*.

Now we can see the architectural model backgrounded into our structural model. Depending on your office standard, some Project Engineers prefer to leave the background visible, while others do not.

If you don’t want it visible, go to the Manage tab and select Manage Links*. Select the linked model under Overlay*.

We don’t want to remove it from the model—we just want to unload it. What this does is give us the option to reload it later from the original architectural model or an updated version.

So let's go ahead and click Unload*. Once we do this, we cannot undo it. We will need to reload it manually when we're finished.

Click OK*. Now we see the status is listed as Not Loaded*. We can always go back and reload the model from the original location.

This will take us back to our project directory, and we can reload it from there. Let’s cancel out of that dialog.

Click OK*. What this does is remove the background from our project for printing purposes. Very good.

Let’s double-click outside of the view to deactivate it. Let’s move on. As we saw on the first floor, we placed our details.

We placed our elevations. We created our sheets—specifically the first floor on Sheet S2.2—by going to Sheets*, right-clicking, and selecting New Sheet*, or by using the View tab and accessing the Sheet Composition panel. Very good.

Let’s continue. Throughout the project, we remodeled new elements provided by the Architect—such as stairs, equipment rooms, and the façade for access into boutiques or shops in the basement area.

Let’s move on. Let's go to the second floor. Here, we placed notes and information on the elements in the plan view.

We added notations. And just like we did on the basement or foundation level, we added dimensions. These will all be used for coordination with other trades.

*Zoom Out*. Let’s move on. Let's go to the roof.

Actually, let’s go to the third floor, where we created a typical floor layout and added information—especially on the beam systems we created in the Annotate tab using beam symbols and the beam span tag. This is important because, when creating a beam system using Sketch Mode*, Revit may not generate this information automatically like it does with auto-placed systems that populate based on the area selected.

*Zoom Out*. Right-click to cancel the command. You can also double-click to exit the view.

Let’s continue. We determined that the third, fourth, and fifth floors were typical, so we modeled the layout once and copied it to the other two levels. Very efficient.

Easy way to do things. Now, let's go up to our roof. As we planned the roof layout, we noticed that the architectural discipline had provided an opening in the roof.

Let’s finish this out. Let’s go here. Now, what we’re going to do is annotate it with symbolic lines to indicate that it is an opening.

Here. From here to here. We’ll place a notation using text.

We want no arrows. Let’s center the text. And we’ll place a note here: Open to Below*.

That lets us know that this is an open area to the lower level. After we’ve done that, let’s zoom out. Double-click to exit the active view.

After creating that, we added a new level called High Roof*. Let’s go there now. Let’s clean it up.

We don’t need the moment frame notations here. Let’s select one. Use Select All Instances > Visible in View*.

Right-click and choose Hide in View > Elements*. Very good.

We’ve cleaned up this area. Double-click outside the view to deactivate it. Very good.

Now we’ve finished placing trusses. We used the 3D modeling tool to apply the pitch of the roof, which helped us lay out roof trusses along that pitch efficiently without needing to place them individually.

It completed the layout in one step. Very efficient. Let’s move on to our stair plans, which we created using callouts from our plan views.

We created the callout, placed it, resized it, and renamed it. Now we have the callout active in the plan. Let’s go to our braced frame elevations.

As you remember, we created these from the View panel using elevation markers placed in our plan views. Let’s return to a plan view.

We created exterior elevations using building elevation views, and interior elevations using framing elevation views. Note that building elevation views can be created from any position outside the building, while framing elevations are grid-dependent.

An elevation marker will not appear unless a grid line exists to associate with. OK, let’s zoom out. Double-click to exit the view.

Let’s close this window. Let’s move on. We’ve created our braced frame elevations, placed them on sheets, adjusted their scale, added notations, and tagged elements, just as we did in plan views.

In the case of braced frame elevations, we used elevations that were LinkedIn from the architectural model using Copy/Monitor*. This is important because it provides coordinated information that does not have to be modeled manually.

It ensures accuracy and coordination with other disciplines. This process works well for elevations, which define our plan views and grid layout. Once grid lines and elevations are in place, we can construct a box for modeling our structural elements.

Finally, let’s get into the details—details we extracted from our master details sheet. From the Insert tab, we went to Insert from File > Insert Views from File*. In our C drive, under the BIM 342 folder, we opened the master details sheet and selected the appropriate views.

During this process, we imported CAD-based details, created structural details directly in Revit, and generated live details from our plans. These represent the three methods available for detailing in a Revit project.

And lastly, let’s look at schedules. Here we have the schedules we previously created: the grade beam schedule, the spread footing schedule, and the column schedule. If you remember, these were generated directly from plan data.

We created custom parameters in the plans. These are text parameters, which allow us to enter values manually. For example, let’s add: No. 5 bars at 12" O.C. each way*.

When we return to the schedule, we’ll see the information populated. Let’s stretch the column width to make it more readable. Let’s move the schedule as needed.

Collapse any unnecessary spacing, and there you have it. With a text field in the schedule, we can include any note we want and have it reflect across the schedules—providing key properties for beams, columns, and footings. Very good.

Let’s return to our general note sheet. Zoom All*. Remember, when you’re finished, always take time to review your project.

Add your name and complete the project information fields. You are the Author.

*Checked By*: CD (CAD Teacher). Project Number*: BIM 342. Date*: [Enter current date]. Zoom All*.

Very good. Happy modeling. That’s it for this video.

Andy Cos-Y-Leon

Revit Structure Instructor

More articles by Andy Cos-Y-Leon

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