OBE BIM Manual

Customizing a
Revit Project
For Revit
Architecture 2011
Customizing a For Revit
Revit Project Architecture 2011
A. Purpose & Scope
This document outlines the procedures for creating, customizing and managing a Central
Project File in Revit in one secure, central location within the Project Folder for use in a
Workshared environment.
This procedure will allow team members to work simultaneously in Revit Architecture using
worksharing. Worksharing allows simultaneous access to a shared model through use of a
central model. All Oldcastle BuildingEnvelope projects must be configured using worksharing.
B. Procedure
This procedure outlines the steps required for creating, customizing and managing a Central
Project File in Revit in one secure, central location within the Project Folder for use in a
Workshared environment.
January 2011 2
1. Create the Central File
a) Select > New > Project

b) In the New Project dialog, for Template file, click Browse.
• Navigate to the location of the desired metric or imperial template
(C:\ProgramData\Autodesk\RAC 2011\Metric Templates).
c) Select the RTE file and click Open. For Create new, click Project. Click OK. A blank project
will open.
d) Save the file to R:\Projects\000...Project Name\Engineering\Drawings
• Tip: Name the file intuitively so others will recognize it. Example: 655 Aura Tower
Central File.rvt
e) Click Collaborate tab > Worksets panel > Worksets
• A Worksharing window should open, fill in same as im age 1.1 (below) and click OK.
• The Worksets window will open. You will have 2 worksets: Shared Levels and Grids, and
Workset1.
• Click New and create a workset called Curtainwall. Check Visible in all views. Click OK.
• Click New and create a workset called Inserts. Check Visible in all views. Click OK.
• Click New and create a workset called Structure. Check Visible in all views. Click OK.
• The Worksets window should now look like im age 1.2
• Note: New worksets can be created later, if needed.
f) Click OK to close the Worksets window.
g) Go to Manage tab > Settings panel > Project Information. Instance Properties window will
open.
• Fill in project information such as Project Name, Project Number and Project Address.
Click OK.
• Note: This information will appear automatically in the title blocks.
im age 1.1
im age 1.2
January 2011 3
2. Create User File(s)
a) Each user, from their own computer, must select > Open > Project > browse to
and select the saved Central file > check Create New Local > click Open.
• Note: Do not select Detach from Central.
• A local copy of the file will be saved to your hard drive. This local copy is the file in
which you, the user, will work in. Example: C:\Users\Sarah\Documents\655 Aura Tower
Central File_Sarah.rvt
• Users can now start working in their local copies.
b) Save your file often and Synchronize with Central to save your work into the Central file. To
Synchronize with Central, go to Collaborate tab > Synchronize panel > Synchronize with
Central.
c) Before you start to model, within your local copy, go to Collaborate tab > Worksets panel >
Worksets button > in the Worksets window, select an active Workset. For example, if you
are modeling or modifying floor slabs select Structure.
d) Under the Editable column, click No under Structure and set it to Yes. Your name will now
appear as the Owner of this Workset; see im age 2.1
im age 2.1
e) Be aware of which Workset you are working in at all times. Worksets allow us to control
visibility of the project quickly and easily if the components are assigned to the proper
Workset.
f) Worksets allow for multiple users to work on the same file at the same time. For example:
Tony can be the Owner of Structure while Sarah is the Owner of Curtainwall, each working
within their own local copy. For Tony to work in Curtainwall, Sarah will need to relinquish
the Workset and Synchronize with Central so it will become available for Tony to own.
January 2011 4
3. Worksharing Monitor
The Worksharing Monitor is a utility that allows you to learn information about a workshared
project, such as:
 Who is currently working on this project?
 Is my local copy of the project up to date?
 When will my Synchronize with Central operation finish?
 Has my request to borrow elements been granted?
 Are any issues interfering with my work on a Revit project?
• The Worksharing Monitor is available to Revit Architecture subscription customers.
• The Worksharing Monitor makes it easy when working in teams, by allowing members to
know when to synchronize with Central. If your team is small (1-3 people) you may not find
this utility necessary as you can simply communicate with each other about which Worksets
individuals will work on and let each other know when to save and synchronize.
To use the Worksharing Monitor:

a) Have your IT department Install the Worksharing Monitor.
b) Open your Revit project, and click Add-Ins tab > External panel > External Tools drop-down
> Worksharing Monitor.
c) In the Worksharing Monitor dialog, click Help to learn how to use the utility.
January 2011 5
4. Modeling the Project
Before you start adding content to a Revit project, consider the following approaches to the
design process:
a) Begin the design process by defining levels and grids for the model. Remember to create
these on the 'Shared Levels and Grids' Workset.
• Note: 'Pin' your levels and grids to prevent them from being moved accidentally. Select
your items to be pinned, click the pin icon found on modify panel. You can always
'unpin' later to make changes.
b) Importing data: If you started the design process using another CAD program (such as
AutoCAD), you can import existing data. Revit Architecture imports various CAD formats,
including DWG, DXF, DGN, and ACIS SAT files. You can simply import the data or you can
link in the data (like an x-reference).
c) When the grids are in place, you can start modeling the structure. *Remember to set your
active Workset to Structure.
• Tip: Refer to your training notes, books or Revit help section to recall how columns can
be easily placed by using grids.
d) When adding the curtain walls, switch to a plan view and always remember to add the walls
in a CLOCKWISE direction as instructed in the training sessions. This will ensure that the
exterior of the curtain wall is on the correct side.
e) Curtain walls should be created in planes of straight runs, and should run the full height of
the curtain wall scope of the Project.
f) Use the Curtain Grid tool to subdivide the curtain wall into modular "Panels".
Typically, vertical grids represent the mullion centerline and horizontals grids coincide with
Floor Levels. This is critical as any module revisions or adjustments are easily resolved using
this configuration.
g) All curtain wall Base Constraints should be set to the Level at which the curtain wall begins
and the Top Constraints should be set to the Level at which the curtain wall ends.
h) The Base Offset should be set to 0.0 (zero) regardless of the actual Project condition, i.e.
curbs, upstands, cantilevers, etc.. These offsets will be accounted for in the frame family
creation portion of the project.
January 2011 6
5. Controlling Visibility within the project
As you are working in the project, you may find it difficult to view things as more components
are added to the model. You will need to familiarize yourself with Visibility/Graphics. This is a
window in which you can control visibility of objects by category.
a) Type VG or VV to open the Visibility/Graphics window OR go to View tab > Graphics panel >
Visibility/Graphics icon. You will be able to turn elements on/off by checking/un-checking
the category.
• Note: this is view specific, for example: you are in a 3D view > type VG > under the
Model Categories tab, turn off columns > go to a floor plan view > the columns will still
be visible.
b) Within the Visibility/Graphics window, under the Worksets tab, you will be able to hide
entire Worksets. For example, you want to hide the Curtainwall Workset so you can clearly
see the Structure. Select the Curtainwall Workset listed > under Visibility Setting change
from Use Global Setting to Hide by selecting from the pull down menu. This will turn off all
Curtainwall in the current view.
c) The Annotation Categories tab allows you to control which notes, tags, and dimensions are
visible in the view.
d) The Imported Categories tab allows you to control the visibility of imported files such as
CAD links. Example: You have imported CAD floor plans into plan views but you see them in
3D view, go to 3D view > type VG > select Imported Categories tab > un-check the CAD
link > click OK.
e) Temporarily hiding or isolating elements or element categories may be useful when you
want to see or edit only a few elements of a certain category in a view. The Hide tool hides
the selected elements in the view, and the Isolate tool shows the selected elements and
hides all other elements in the view. The tool affects only the active view in the drawing
area.
• On the View Control Bar (bottom of the drawing area), click . Several options for
hiding or isolating become available.
• Element visibility reverts back to its original state when you close the project, unless you
make the changes permanent. Temporary Hide/Isolate also does not affect printing.
January 2011 7
6. Applying Frame information within the Project
Once you have created your curtain wall panels, you are ready to locate your frame families
into your Project. Refer to the section "Frame Family Creation" for instructions on how to create
parametric frame families correctly.
a) Load your frame families into the Project and swap into appropriate locations.
b) Locate frames which are identical (in both family and size) and select them.
• Click Edit Type > Duplicate... > Name: F#### (Example: F1000) > click OK > under
"Type Mark" enter F#### > Click Apply and OK > Click Apply and OK. Number all your
frames in the project the same way.
• While the frame is still selected, under Text Properties enter the IDT Type. This
parameter is a "Type" parameter. Every Type on the Project will be updated when this
value is filled. (Refer to the im age 6.1 for IDT Type designation guidelines)
• Tip: Don't forget to duplicate! If you don't duplicate, you overwrite your work.
c) Select frames by Level. Example: select all frames on level 5, under Properties; enter 5 for
"Level".
d) Select frames by Release, under Text Properties enter the Release number for "Release".
• The Frame number, Level, and Release information entered will be used to manage
frame counts for your project.
[The above may need to change based on SolidCAD’s developments with mapping Revit
information to the Vault. Example: Level may need to be entered as Rel.01.Lev.01.]
January 2011 8
im age 6.1
January 2011 9
7. Creating a Frame Schedule
If you have applied Frame Numbers to the frames within the project and filled in Level and
Release Properties, you can now run a Frame Schedule. This is where you will manage your
frame quantities for Releases.
a) Go to View tab > Create panel > Schedules pull down > Click Schedule/Quantities > Select
Curtain Panels > Name: *Frame Schedule (*rename) > Click OK.
b) Under Schedule Properties window, open the Fields Tab and add the following Fields to the
Frame Schedule:
• Select Type Mark > Click Add
• Select IDT Type > Click Add
• Select Level > Click Add
• Select Release > Click Add
• Select Count > Click Add
c) Open the Sorting/Grouping Tab. Sort by:
• Type Mark
• Release
• Level
• Check Grand totals at the bottom
• Un-check Itemize every instance.
d) Open the Formatting Tab. Select Type Mark > Under Heading: rename 'Type Mark' to
'Frame Number' > Click OK.
[The above section may need revision based on SolidCAD’s developments with mapping Revit
info to the Vault.]
• To create an insert schedule, it is similar to the frame schedule but done by selecting
MTO instead of Schedule/Quantities. The inserts would be categorized as Generic Models.
Select the system level field for this.
8. Exporting Frame Schedule to Vault for fabrication quantities

[Waiting on SolidCAD] *see Nancy Anne & Anil for details on current technique.
January 2011 10
9. Creating Drawing Sheets
a) Click View Tab > Sheet Composition panel > Sheet.

b) Select the title block as follows:
• Select metric D if it is already listed (loaded in the project).
• If the title block is not loaded, click Load... > Navigate to R:\Projects\Titleblocks\metric
D.rfa > select the file and you will now have a blank sheet appear in the project browser
under Sheets.
c) To rename the sheet, right click on it in the Project Browser and select rename, follow the
prompts.
10. Adding views to a sheet
a) Open the sheet

b) To add a view to the sheet, use one of the following methods:
• In the Project Browser, expand the list of views, locate the view, and drag it onto the
sheet.
• Click View tab > Sheet Composition panel > Place View > In the Views dialog, select
a view > click Add View to Sheet.
c) As you move the cursor over the sheet in the drawing area, a viewport for the selected view
moves with it. Click to place the viewport in the desired location. Use the Guide Grid for
precise placement on sheets.
d) Repeat Steps 2 and 3 to add more views to the sheet, if desired.
e) If needed, you can modify the individual views on the sheet as follows:
• To change the view title that displays on the sheet, double-click the title, and edit it.
• To move the view to a new location on the sheet, select its viewport, and drag it. You
can align views to grid lines for precise placement.
January 2011 11
11. Linking in AutoCAD Detail Drawings
11.1 Setting line weights to linked CAD drawings

• Click Insert tab > on Import panel click the small arrow in the bottom right corner >
click Load... > browse to R:\Projects\importlineweight-dwg-shop.txt > click OK.
• This will match your Revit project line weights to your Shop Drawing line weights based
on the standard “shop.ctb” file used in AutoCAD. NOTE: When printing, have ‘Thin Lines’
(TL) disabled. Thin lines button is found under View tab > Graphics panel > thin lines.
Lines displayed on screen as they will be printed.
11.2 Adding AutoCAD details to a Drawing Set

• Click View tab > Create panel > Drafting View > in the New Drafting View dialog box,
enter a name and select your scale > click OK. Your drafting view will now appear in the
Project Browser under views.
• In your new drafting view > click Insert tab > Link panel > Link CAD > browse to your
CAD file and open it > your CAD drawing will be placed in the new drafting view.
• Create a new sheet and drag or place your drafting view onto it.
11.3 Setting line type styles for linked CAD drawings

• Type ‘VG’ or ‘VV’ to open Visibility Graphics window > click Imported Categories Tab >
Click Object Styles > Expand your linked CAD drawing listed under Category > change
your ‘Center’ layer Line pattern to center line type, change your ‘Hidden’ layer line
pattern to hidden. Do this for any layer that requires a different line type.
• *Tip: try to keep your layers organized when working in your AutoCAD drawings to
make this step easier.
11.4 Referencing a Drafting View

If you want to reference your linked CAD detail to a part of the building, for example a wall
section view, do the following:
• From the wall section view > View tab > Create panel > Callout > on the green options
bar, check reference other view and select the detail you want to reference from the
adjacent pull down menu > place callout on the section > the callout will auto-fill with
the proper reference information.
• You will notice the callout defaults to say "Sim". To remove this, click the callout, under
properties click Edit Type > Click Duplicate... > Create new type, name something like
Detail without 'Sim' > delete Sim from Reference Label > click OK.
• *Tip: To go from the callout directly to the detail view, simply right click on the callout
and click Go to view.
January 2011 12
12. Dealing with large file sizes
• You can purge your Project by going to Manage tab > Settings panel > Purge Unused > in
the Purge unused dialog box you can see what is being purged > Click OK.
• Rather than modeling everything in the project file, you could make use of Revit links by
modeling some parts in separate files. The files can be linked into the project and made
visible, but will not take a long time to load.
• Example: on the Aura Tower project, the podium portion of the job was linked into
the tower project file. As changes were made to the podium file, they were updated
in the tower file.
• Import less CAD data. If you are going to import or link a CAD file: Insert tab > Link panel
> Link CAD > in Link CAD Formats window browse to your file and select it, at the bottom
of the window under Layers: pull down and click Specify..., select your other preferred
options > click Open > Select Layers/Levels to Import/Link window will open > select Check
None > then check only the necessary layers > click OK.
• Delete Imported Subcategories (Layers) that were imported with the CAD file.
Manage tab > Settings panel > Object Styles > Imported Objects tab. Select all
subcategories and delete. You must select each subcategory individually: you cannot select
a list at once.
• Tip: If your CAD drawing is for geometry purposes and will be deleted later, try to
put everything in your CAD drawing on as few layers as possible, the less layers
Revit has to import, the lighter the project file will be. Purging the CAD drawing
before linking is also a good idea.
January 2011 13
13. Creating Tag drawings
a) First decide if you want to have Tag drawings as separate drawing sheets. If you do,
duplicate your views and rename them so you know they are for Tag Drawing purposes. If
you want to use your shop drawings as tag drawings, simply control the visibility of the tags
when you need to print tagged drawings.
b) To tag frames: Load a curtain panel tag family > Go to the view you want to tag > Click
Annotate tab > Tag panel > Tag All > select Curtain Panel category > click OK.
OR
c) Rather than Tag All, select Tag by Category and tag frames individually by clicking on them.
d) NOTE: The same is done for Inserts, but using the Generic model tag and selecting Generic
model category. The Tag will come from the Type Mark which was entered into each family
within the project.
14. Creating a Sheet List (Drawing Index)

1. In a project, click View tab > Create panel > Schedules drop-down > (Sheet List).
2. On the Fields tab of the Sheet List Properties dialog, select the fields to include in the sheet
list.
3. (Optional) To create user-defined fields, click Add Parameter. For further instructions, see
Parameters in the Revit help section.
4. In the Sheet List Properties, in the Fields tab, select Include elements in linked files to
associate any number of placeholder sheets with the Project Browser. Click OK.
5. Specify the remaining schedule properties using the Filter, Sorting/Grouping, Formatting,
and Appearance tabs.
6. Click OK.
7. The resulting sheet list displays in the drawing area. In the Project Browser, it displays
under Schedules/Quantities.
8. Rename the 'Sheet List' to 'Drawing Index'.
9. Create new sheet and drag/drop the drawing index onto the sheet.
10. Note: If your project contains Insert drawings as well as Curtainwall shop drawings, use the
filter to eliminate the Insert drawings from the list. Create a new sheet list for Insert
drawings and use the filter to eliminate the CW drawings.
15. Material Take-Off

[This section incomplete, see Aura Tower project file for status of MTO]
January 2011 14
Tips To Consider In Revit:
• Use the filter at the bottom right side of the screen to select, deselect, and check
quantities.
• Use right click > Select all Instances in Entire Project to get project totals for any
items such as insert types, frame types, etc.
• To display your spandrel glass with a hatch pattern in your drawings, apply a surface
pattern to the spandrel glass within the project by editing the material. This will leave a
hatch on the elevations to identify the glass type. Make sure to use consistent naming of
materials when working in the families, for example; name the spandrel material the same
way in each family so you can easily edit the material in the project.
January 2011 15
Creating Profiles for
Frame Families
Revit Architecture
Creating Profiles For For Revit
Frame Families Architecture
Purpose & Scope
This document outlines the procedure for creating and managing each Profile Component in one
secure, central location within the Project Folder for use in Frame Family Creation.
A. Procedure For Creating a Profile
The procedure below will require AutoCAD files prepared of the system details that are being
referenced in the Profiles. Create separate .dwg files of each known condition and place the Origin at
the intersection of the “Center of Mullion/Horizontal” and the “Face of Glass”. When drawing horizontal
details, orientation should be Exterior/Down and Top/Left.
1. Click File > New > Family.

Select the template
Metric Profile-Mullion.rft or
Profile-Mullion.rft (Imperial).
2. The reference planes preloaded in the

template by default represent the
Center of Mullion and the Front/Back of
the Curtain Panels. In most cases, the
Front reference plane is used and
typically represents the face of glass.
3. Click Insert > Import CAD > Browse to

the folder where you have saved the .dwg files and load in the appropriate file.
4. Before inserting the file, be sure to

adjust the settings as follows:
• Colors: Preserve
• Layers: Specify. When prompted,
deselect all Layers not required.
Typically, only DIES is needed.
• Import Units: Custom Factor. Set to
25.4 as the .dwg files are drawn in
Imperial.
• Positioning > Auto – Origin to Origin
• Place at: Ref. Level
5. Click Open
June 2012 2
Creating Profiles For For Revit
Frame Families Architecture
6. If the .dwg file was set up correctly, the imported detail will be placed at the intersection of the
reference planes, which is exactly where we want it to be.
7. Click Home > Detail > Line
8. Use the Pick Lines tool to select the

Profile outline as required. Simplify the
shape as the Profile does not require the
amount of detail that our extruded dies
typically have.
• Do not include the following:
raceways, v-grooves, small radii, nibs,
screw chases, etc… In addition, Revit
will not recognize small elements
(<1mm) so keep that in mind when
picking your lines.
9. Once you have picked your lines, you can delete the imported .dwg file. In some cases, you may
need to move the detail to the side until you have completed your closed loop.
10. Use the Trim/Extend to Corner Tool to join corners as the Profile must be a closed loop to
function in the 3D model.
11. Add dimension constraints to the Profile

to lock it to the reference planes.
12. Purge all unused items in the file. There

should be very little to purge but this
step is recommended as a general
practice.
13. Click Manage > Object Styles > Imported

Objects tab. Delete all Categories that
were imported with the .dwg file. This
step is recommended to reduce waste
and file sizes.
14. Save the file to R:\Projects\000...Project Name\Engineering\Drawings\Families\Profiles

Name the Profile using the Die # or Rolled Assembly #. Example: 10396.rfa or R10395-1.rfa
June 2012 3
Creating Frame
Families
Revit Architecture
For Revit
Creating Frame Families
Architecture
Purpose & Scope
This document outlines the procedure for creating parametric frame families for use in a Revit Project.
A. Procedure For Creating the Skeleton
1. Click File > New > Family > select the template Metric Curtain Wall Panel.rft or Curtain Wall
Panel.rft (Imperial).
2. The reference planes preloaded in the template, by default, represent the Center of Mullion and
the Front/Back of the Curtain Panels as well as the Reference Levels that will be used to place
the panels. In most cases, the Front reference plane is used and represents the face of glass.
3. Create the “Skeleton” by adding Reference Planes as required which represent key element
sightlines of the system curtain wall panel. These reference planes and how they are
constrained are critical to the parametric capabilities of the frame family.
• Examples of horizontal reference planes are:
• Transom/Horizontal Centerline
• Daylight Opening Sightline
• Glass Edges
• Top/Bottom of Mullion
• Examples of vertical reference planes are:
• Mullion Centerline
• Daylight Opening Sightline
• Glass Edges
• Head Transom Extents
• Additional Reference Planes may be useful on a job by job basis, such as architectural
references, feature elements, etc.
• Tip: Select a Reference Plane > Properties Window > Identity Data > Name. Enter a
descriptive name. In this example, the Reference Plane was named “Glass Edge 4”,
indicating the 4th glass edge from the bottom. This will be helpful in the steps to come
where sweeps are placed in the skeleton. Do this for all Reference Planes in the family.
June 2012 2
For Revit
Architecture
4. To add further flexibility to the family, add parameters to the dimensions locating the
intermediate horizontals. These should be Type parameters to allow for changes to all identical
types on a Project.
5. Text elements can be added to the family to further describe the skeleton configuration.
6. Pin your Ref. Level, all your dimensions and text elements. Do NOT pin your Reference Planes
as the frame will not “flex” in the Project if these are pinned.
7. The final skeleton should be similar to the image below:
June 2012 3
For Revit
Architecture
B. Add Sweeps to the Skeleton
1. Before adding sweeps, Load the Project Profiles into the frame family.
• Insert > Load from Library > Load Family > Browse to the: R:\Projects\000...Project
Name\Engineering\Drawings\Families\Profiles folder and select all the Project Profiles.
• Click Open. You may be asked to overwrite existing Profiles if they already exist in the
family. Click Yes.
2. Use the Sweep tool to add model elements to the skeleton.
3. Click Home > Forms > Sweep Once selected, all Annotation Categories will become
halftone, making it easier to place your Sweep path.
4. Select Sketch Path from the Modify|Sweep options.
5. Use the Line tool to sketch the path of the Sweep.
• Hover over the intersection of the appropriate Reference Planes and look at the Status Bar
to ensure that the correct intersection is selected. Use the Tab key to cycle through any
other options that may exists at the cursor location.
Important Note:
 For all Horizontal Sweeps, draw the path from Left to Right
 For all Vertical Sweeps, draw the path from Bottom to Top
• Once you have the correct location, click on the intersection. You will be asked to “Enter line
end point”. Drag your mouse to the right to complete your Sweep. Use the same procedure
for selecting the end point of the Sweep. Click to Finish the path.
• Selecting the correct intersection is a critical aspect of the parametric frame family as all
model components are constrained to these reference planes.
6. Once the path is established, you will now need to
assign a Profile to the path.
• Select the Profile from the pull-down menu on the
Modify|Sweep panel. This list will have all the
Profiles that were loaded on Step 2a above. If the
Profile does not exist, use the Load Profile tool to load
the missing item.
• Once you have selected the Profile from the list,
Click to complete the Sweep operation.
June 2012 4
For Revit
Architecture
C. Add Extrusions to the Skeleton
1. Using the same Reference Planes noted above, sketch your infills, i.e. glass, backpans, etc.
using the Extrusion tool (Sweeps are not required since we will not have Profiles for these
elements).
2. Once all your Sweeps and Extrusions are placed, select each Model element separately and
assign your material. Sweep material should be named after the die number, i.e. 10396 LH
Mullion which must match the Profile used for the Sweep.
[Review as SolidCAD is looking at eliminating the need to Name the material.]
3. The finished frame should look like the image below.
June 2012 5
For Revit
Architecture
D. Adding Shared Parameters to the Frame Family
1. Go to Home tab > Properties panel > Family Types button > Family Types window will open.
2. Under parameters, click Add..., The Parameter Properties window will open.
3. Select Shared Parameter > click Select... > a warning may appear stating that you don't have
any Shared Parameters > click Yes > shared parameters window will open, Edit... > Browse...
> navigate to R:\Projects\Oldcastle BuildingEnvelope Shared Parameters.txt > Select the file >
Open. "Frame Info" will appear under Parameter group. Parameters listed will be IDT Type,
Level and Release.
4. Select Level and click OK > Click OK > check Instance > Group parameter under: Text > click
OK. New Text parameter "Level (Default)" will appear in Family Types window. Do the same for
"Release".
5. Select IDT Type and click OK > Click OK > Do NOT check Instance > Group parameter under:
Text > click OK. New Text parameter "IDT Type (Default)" will appear in Family Types window.
6. Name your family file by describing the frame. Example: Frame Typical Cap Left.rfa
• Tip: Make sure your frame "flexes" by testing it out on the project.
• Tip: Try to use 'dimension parameters' to allow for flexibilities such as variable transom
locations.
• Tip: Try to apply your constraints in as few views as possible. Example: limit dimensional
constraints to plan, exterior, and left section views. This makes them easier for others to
find when editing the family.
June 2012 6
Creating an Insert
Family
Revit Architecture
Creating an For Revit
Insert Family Architecture
Purpose & Scope

This document outlines the procedures for creating parametric insert families for use in a Revit Project.
A. Procedure For Creating an Insert Family
1. Click File > New > Family > select the template Metric Generic Model face based.rft or Metric
Generic Model floor based.rft.
• Note: the floor based template limits you to placing the inserts only in floors, but the face
based template allows you to place inserts in curbs, floors, walls, etc. Decide which template
to use based on the nature of your project.
2. Go to the Left Elevation view; move the extrusion to the right so the edge lines up with the
reference plane. See im age 1.1
im age 1.1
3. Model your pocket and insert. You can use Void extrusion to make your pocket; you then "cut"
the void extrusion from the template extrusion (floor). Try to add dimension parameters for
things such as pocket width (allowing you to make your pocket any size later in the project).
See im age 1.1
4. Test your family by loading it into the project to make sure it works and flexes. Placing the
inserts can be done in plan view, elevation view, or 3D view. You might find them easier to
locate in plan view.
5. You may want to set your steel insert material to have a noticeable colour making them easy to
find in the model. See im age 1.2
im age 1.2
June 2012 2
Digital Prototype
Creation
For Inventor
Simulation 2011
For Inventor
Digital Prototype Creation
Simulation 2011
A. Purpose & Scope
This document outlines the procedure for creating and managing each digital prototype in one
secure, central location within the Project Vault for use in Inventor Modeling.
This procedure is based on the following conditions:
• Project curtain wall system has been through the design process and is considered in a
“final” or “ready to release” stage. *Please note that the digital prototype creation
process does not necessarily need to coincide with the actual die release.
• Final die profiles (.dwg) have been created in the G:\Design & Dies\Dies Library folder
under the appropriate subfolder.
• The Job Captain has assigned part numbers for any rolled assemblies and created the
assembly drawings (.dwg) for same.
If all three conditions above have been satisfied, the following steps are taken:
1. The Project Designer notifies both the Job Captain and “Die Tracker” (DT) via email that
the new profiles are ready for release.
2. The Job Captain will then provide the DT with a list of all existing profiles (aluminum,
gaskets, vinyls or plastics) that will need to be uploaded to the Vault.
3. Using the .dwg files located in the Dies

Library, the DT will create a matching
digital prototype (.ipt file) for each and
every profile required for the Project (new
or existing) in the Vault, including all
extrusions, gaskets, vinyls, plastics. The
extreme bottom left intersection of the
profile, including all nibs, will be placed at
the origin. The procedure is included at the
bottom of this document.
4. The DT will then send an email notification

to the BIM Manager and the Job Captain
advising the team that all relevant digital
prototypes have been created in the Vault.
5. In the event of die revisions during the release process, the DT will make the
appropriate changes to the digital prototype and will notify the BIM Manager and Job
Captain of the extent of changes. With the exception of a complete redesign, the
changes to the profile must be made within the existing digital prototype to maintain all
relationships in the assemblies. (Review if a note can be attached to prototype
describing the changes).
January 2011 2
For Inventor
Simulation 2011
B. Procedure
This procedure outlines the steps required for creating the Digital Prototype in Inventor from
AutoCAD, and loading into the Project Vault.
In AutoCAD
a) Select: Edit / Copy (Ctrl+C) to copy the profile to the Clipboard.

• Ensure that the latest profile is copied from the G:\Design & Dies\Dies Library.
• The profile must be a closed polyline.
• Keep AutoCAD open in background after you have copied the profile to the Clipboard.
In Inventor
b) Select: Launch / New / OBE PART (in).ipt / OK.

• Note: All parts created for Inventor should be in
inches, regardless of the units used on the
project.
• The default view should be in the XY Plane.
c) Select: Tools / Clipboard / Paste (Ctrl+V) to paste

the profile from the Clipboard.
• By default, the insertion point will be at the bottom left extents of the profile.
• Place the profile anywhere on the screen near the Origin. You cannot snap to the Origin
at this time.
• Move the profile to the Origin by adding a working point at the bottom left extents of
the profile. Using this working point, relocate the profile to the Origin.
d) Select: Manage / Exit / Finish Sketch. The profile is now ready to be converted to a
block.
January 2011 3
For Inventor
Simulation 2011
e) Right click on the Sketch and Select: Edit Sketch
f) Click on FRONT in 3D Cube.
g) Select: Sketch / Layout / Create Block. The Create Block dialogue box will open.
• Block Name: Enter the Die #, Gasket #, Rolled Assembly # etc.
• Geometry: Select the profile and the working point using a Window (left to right)
• Insert Point: Select the origin (Orange point)
• Click OK
h) Exit / Finish Sketch
January 2011 4
For Inventor
Simulation 2011
i) Right click anywhere in the Browser Window and

Select: iProperties. The iProperties dialogue box will
open.
j) Open the Summary Tab. Under Category, enter "Dies"

and click OK. This is critical as the newly created digital
prototype will need to be categorized correctly. (Should
we change “Dies” to “Profiles” to reflect gaskets and/or
rolled assemblies?)
k) Open the Physical Tab. Under Material, select the

appropriate material from the pull-down menu.
January 2011 5
For Inventor
Simulation 2011
l) Click / Save / Enter Die # / Save.

Navigate to the C:\Vault Workspace\Projects\Profiles folder and save the file (Die#.ipt).
m) For the next steps, you must be logged into the Project Vault and have Rights Permission to
Check In profiles.
n) Once logged in, Select: Vault / File Status / Check In / OK

Note: State will automatically be set to Released.
January 2011 6
Data Cards
Create Vault
a
ADMIN
VAULT
•Copy Configuration from Content Centre
Children’s Hospital
p users access
•Setup Project Dies
Create Frame Geometry Add properties

MODELER
NIOR
•Skeletons – Each Frame Type to Parts/Frames

•Attach Die Profiles – Derive Blocks
SEN
•Extrude Profiles – Sweep

•Create Notches / Holes Make
•Create Assembly – Part Numbers Subassemblies
Copy Design – Frame Method Copy Design – Skeleton Method

•Copy all components that will be different on new frame OR •A
•Reuse all die profiles & non-parametric parts (lugs, saddles) •B
EDIATE
•Rename skeleton in Vault Explorer •C

ELER
•Make dimensions changes to new skeleton in Inventor •D

Rename the frame and all new parts in Vault Explorer
•Rename E
•E
INTERME
MODE
OBE Frame.idw OBE Fab Parts.idw

Create Frame .idw Create Part .idw
•Frames template OBE Frame Part List OBE Fab Subassembly.idw
•Parts & Sub-assemblies
•Tag parts - auto balloon
gp
Use correct template
•Use
•Ignore multiple instances OBE Revision Table1 OBE Sub Assy Part List
STER
Import Text File Assign Items Change State Shipping List

•Upload to Shipping System
ADMIN
N
ITEM MAS
•Revit
Re it schedule
sched le con
conversion
ersion •Select
Select Frames - Assign •All
All id
idw / ipt / iam set to
tool for Vault mapping •Auto Select First Duplicate Released •Check Shiploose / Satellite
•Set default Category Name •Update Item Wizard •Quick Change allows property is checked
based on instance quantity •Verify process release shop requests without •Category name set
•Map to Vault: Create/ignore properties changing Revision # correctly
Release Workflow
Inventor 2011
Vault Pro 2011
RELEASE WORKFLOW Inventor 2011 /
Vault Pro 2011
Table of Contents
FILE / FOLDER ORGANIZATION ............................................................................................................. 3
MAKING FRAME GEOMETRY ................................................................................................................ 4
ATTACHING DIE PROFILES .................................................................................................................... 6
EXTRUDING PROFILES .......................................................................................................................... 8
NOTCHING / MAKING HOLES ............................................................................................................... 9
MAKING AN ASSEMBLY ..................................................................................................................... 10
ADDING BACKPANS TO A FRAME ASSEMBLY ..................................................................................... 12
ADDING PROPERTIES TO THE PARTS .................................................................................................. 15
ADDING PROPERTIES TO THE FRAME ................................................................................................ 17
MAKING SUB‐ASSEMBLY ................................................................................................................... 18
CREATING NEW FRAME FROM EXISTING FRAME ............................................................................... 20
USING EXISTING PARTS FOR A SIMILAR FRAME ................................................................................. 22
FABRICATION DRAWING FOR PART AND SUB ASSEMBLY .................................................................. 24
FRAME DRAWING ............................................................................................................................. 25
IMPORTING TEXT FILES TO THE VAULT .............................................................................................. 27
ASSIGNING ITEM ............................................................................................................................... 28
BATCH PLOTTING BY RELEASE ........................................................................................................... 29
ADDING BLOCKS TO EXISTING FILES .................................................................................................. 30
MAKING REVISIONS TO AN IDW ......................................................................................................... 31
VIEW CUSTOMIZING THE VAULT ........................................................................................................ 32
By: ntp March 2011 2

Vault Pro 2011
FILE / FOLDER ORGANIZATION
FILES SHOULD BE SAVED IN THE FOLLOWING FOLDERS:

FRAMES = FRAME ASSEMBLY (XXXX.IAM)
PARTS = PARTS (XXXX.IPT), SUBASSEMBLY (XXXX.IAM)
**SUB‐ASSEMBLY DEFINES:
a. NORMAL SUB‐ASSEMBLY
b. PARTS THAT ARE NOT REALLY SUB‐ASSEMBLY BY DEFINITION IN
THE SHOP BUT NEEDS TO SHOW ATTACHED PARTS IN THE
DRAWING
DRAWINGS = FRAME & PARTS DRAWING (XXXX.IDW)
SKELETONS = SKXXXX.IPT (SKELETON CONTROLS THE FLEXIBILITY OF THE FRAME ASSEMBLY)
** SKELETON SHOULD BE BASED FROM FRAME ASSEMBLY FILENAME FOR EASY
REFERENCING. (EG. F5000 = SKF5000)
DOCUMENTS = TXT FILE FROM REVIT, ETC
ANY INVENTOR FILES SHOULD NOT BE MOVED, DELETED OR RENAMED IN WINDOW EXPLORER. ANY
OF THIS ACTION SHOULD BE DONE ONLY IN INVENTOR OR IN VAULT.

Vault Pro 2011
MAKING FRAME GEOMETRY
1. CLICK NEW FILE AND SELECT OBE PART

(mm).IPT
2. CREATE 2D SKETCH, AND CREATE A
RECTANGLE USING RECTANGLE TOOL
3. XY PLANE SHOULD BE A DEFAULT
4. DIMENSION THE RECTANGLE, FOR HEIGHT

PICK THE 2 HORZ LINES, AND FOR WIDTH
CHOOSE THE 2 VERTICAL LINES. RECTANGLE
SHOULD BE ALL BLACK BY NOW.
5. STILL IN SKETCH MODE, GO TO MODIFY PANEL
AND USE OFFSET . PICK THE RECTANGLE,
DRAG AWAY YOUR MOUSE AND LEFT CLICK.
6. EXTEND THE INNER RECTANGLE LINES TO THE
OUTER RECTANGLE.
7. MAKE THE OUTER RECTANGLE INTO
CONSTRUCTION LINE USING CONSTRUCTION
TOOL UNDER FORMAT PANEL
8. DIMENSION THE OUTER RECTANGLE BY 100
( OFFSET DIMENSION SHOULD BE THE
FARTHEST POINT OF THE FINISH LENGTH)
FROM THE INNER RECTANGLE FOR ALL SIDES.
9. ADD ONE MORE HORIZONTAL LINE FOR
TRANSOM AND EXTEND IT TO THE OUTER
RECTANGLE.
10. CONSTRAIN IT BY DIMENSIONING.

Vault Pro 2011
11. GO TO ORIGIN FOLDER AND PROJECT GEOMETRY THE

CENTER POINT
12. UNDER CONSTRAIN PANEL, USE VERTICAL CONSTRAIN
TOOL & PICK MIDPT OF THE TOP CONSTRUCTION LINE &
THE CENTER POINT, RIGHT CLICK DONE.
13. USE HORIZONTAL CONSTRAINS, PICK MIDPT OF ONE OF
THE CONSTRUCTION VERTICAL LINE & THE CENTER
POINT, RIGHT CLICK DONE.
14. EVERY LINES SHOULD BE BLACK / CONSTRAINED BY
NOW (SEE FIG. )
15. TRY CHANGING THE HEIGHT OR WIDTH, RECTANGLE
SHOULD ADJUST EQUALLY.
16. FINISH SKETCH
17. RENAME THE SKETCH IN THE MODEL BROWSER TO

LAYOUT
18. SAVE THE FILE UNDER SKELETONS FOLDER ( EG.
SKF9000.IPT)
19. SKELETONS FILENAME SHOULD BE SIMILAR TO THE
ACTUAL FRAME NAME WITH THE PREFIX SKXXX FOR
EASY REFERENCING.

Vault Pro 2011
ATTACHING DIE PROFILES
1. WHILE SKELETON FILE STILL OPEN, GO TO MODEL TAB >

CREATE PANEL AND USE DERIVE TOOL TO DERIVE DIE
PROFILE S.
2. LOCATE THE DIE PROFILE FOLDER, AND CHOOSE THE
PROFILE NEEDED.
3. THIS BRINGS UP THE WINDOWS AS SHOWN HERE
4. UNDER BLOCKS, CLICK THE DIE PROFILE AND HIT OK.
5. DERIVED BLOCKS ARE STORED IN BLOCKS

FOLDER AS SHOWN IN FIG. HERE
6. DO THIS FOR ALL THE PROFILES NEEDED.
7.

Vault Pro 2011
8. CREATE 2D SKETCH AND USE YZ PLANE.

9. PLACE BLOCK PROFILE AND CLICK IT ANYWHERE IN THE
SCREEN.
10. USE PROJECT GEOMETRY TOOL TO GET A PROJECTED POINT
OF HORZ. LINE FROM LAYOUT SKETCH.
11. USE COINCIDENT CONSTRAIN OR DIMENSION

TOOL TO CONSTRAIN THE PROFILE TO ITS
LOCATION USING THE PROJECTED POINT.
12. USE ROTATE TOOL TO ROTATE PROFILE IF
NECESSARY.
13. BEFORE FINISHING SKETCH, PLACE ALL
SECTION DIES USING THE SAME METHOD.
14. FINISH SKETCH AND RENAME THE SKETCH IN
THE BROWSER AS “DIE SECTION”
15. CREATE 2D SKETCH AND USE XZ PLANE.
16. DO THE SAME TECHNIQUE FOR THE
MULLIONS, ETC
17. AFTER FINISHING SKETCH, RENAME THE
SKETCH AS “ DIE PLAN”
IMPORTANT NOTE:
MAKE SURE THE GLAZING FACE OF HORIZONTALS ARE FLUSH TO THE GLAZING FACE OF THE
MULLIONS AS IT WILL SHOW IN THE FAB DRAWING (IDW)

Vault Pro 2011
EXTRUDING PROFILES
1. MODEL TAB > CREATE

PANEL > SWEEP AND PICK
THE PROFILE TO EXTRUDE”
2. CLICK PATH AND PICK THE
HORZ LINE., HIT OK.
3. DO THE SAME TECHNIQUE
FOR ALL THE DIES. BUT THIS
TIME HIT “NEW SOLID”
BUTTON ,
4. AFTER SWEEPING THE
PROFILES , IT SHOULD LOOK
SIMILAR TO THE FIGURE BELOW.
5. FOR GLASS PROFILE , CREATE 2 RECTANGULAR 2D SKETCH ON XY PLANE REPRESENTING THE
TOP & BOTTOM GLASS.
6. USING PROJECT GEOMETRY TOOL , PROJECT THE

LAYOUT.
7. CONSTRAIN THE 2 GLASS PROFILE BY DIMENSIONING IT
TO THE PROJECTED LINES.
8. EXTRUDE TO THE TOTAL THICKNESS OF THE GLASS, ONE
AT A TIME.
9. CREATE A MIDPLANE OF THE GLASS, BY GOING TO
MODEL>WORK FEATURES> DROPDOWN CHOOSE
MIDPLANE AND SELECTING THE FRONT AND BACK OF
THE GLASS
10. PROJECT GEOMETRY THE FACE OF THE GLASS TO THE
NEWLY CREATED MIDPLANE
11. CUT EXTRUDE THE PROJECTED GEOMETRY TYPE THE
DIM AND CHOOSE SYMMETRY, CLICK OK.
12. DO THE SAME TECHNIQUE FOR THE OTHER GLASS.

Vault Pro 2011
NOTCHING / MAKING HOLES
1. CREATE A RECTANGLE 2D SKETCH USING THE

TRANSOM FACE AS PLANE.
2. INTERSECT EXTRUDE, AND PICK THE TRANSOM
FOR THE SOLID.
3. CHOOSE DISTANCE FOR EXTENTS AND TYPE
ENOUGH DEPTH TO CUT THE TRANSOM.
4. CLICK ON.
5. DO THE SAME TECHNIQUE FOR ALL THE
EXTRUSIONS.
6. FOR MORE DETAILED APPROACH IN NOTCHING,
REFER TO SOLIDCAD TRAINING BOOK
7. OTHER NOTCHES / HOLES THAT DEPENDS ON
OTHER PARTS SUCH AS HEAD HOLES FOR LIFTING
LUG WILL BE DONE LATER.
FOR MAKING HOLES, CREATE 2D SKETCH AND USE

MULLION FACE (DLO SIDE) AS PLANE.
8. TURN OFF MULLION VISIBILITY, BY GOING
TO THE SOLID BODY FOLDER, LOCATE THE
MULLION YOU USE FOR PLANE, RIGHT CLICK
AND UNCHECK VISIBILITY.
9. CREATE 2D SKETCH AND USE THE
EXTRUSION SIDE AS THE PLANE. SEE LEFT
FIG.
10. PROJECT GEOMETRY ALL THE HOLES AS
SHOWN AND FINISH SKETCH.
11. TURN ON THE VISIBILITY OF THE MULLION,
12. TURN OFF THE HORZ. EXTRUSION.
13. ADJUST YOUR VIEW
14. GO TO MODEL>MODIFY>HOLE AND PICK ALL CENTER POINTS OF THE HOLES.
IMPORTANT NOTE:
MAKE SURE THE HOLES/NOTCHING ARE CONSISTENT WITH THE OTHER SKELETON AS IT
WILL SHOW IN THE FAB. DRAWING (IDW)

Vault Pro 2011
MAKING AN ASSEMBLY
1. ON THE SKELETON PART, RENAME ALL THE SOLID

BODIES AS SHOWN
(EG. HEAD. DIE PROFILE)
2. CREATE NEW ASSEMBLY FILE., CHOOSE OBE FRAME

(mm).IIAM.
3. SAVE IT AS THE FRAME NAME (eg. F9000) UNDER FRAME
FOLDER.
4. USE PLACE FROM VAULT TOOL AND LOCATE THE SKELETON
OF THE FRAME
5. RIGHT CLICK AND DONE
6. SKELETON PART SHOULD NOW BE IN‐PLACE AND
GROUNDED IN THE MODEL BROWSER.
7. RIGHT CLICK AND HIT DONE TO EXIT
8. HIGHLIGHT THE SKELETON IN THE MODEL BROWSER AS
SHOWN HERE
9. RIGHT CLICK AND CHOOSE BOM STRUCTURE > REFERENCE
10. RIGHT CLICK EDIT AGAIN THE SAME SKELETON FILE IN THE BROWSER
11. EXPAND SOLID BODIES
FOLDER
12. GO TO MANAGE
>LAYOUT > ‘MAKE
COMPONENTS’, IF AUTO
GENERATE FILE
NUMBERING WINDOW
APPEARS, CHOOSE SKIP,
13. SELECT ALL THE SOLID
BODIES FROM THE
BROWSER
14. CLICK NEXT

Vault Pro 2011
15. SELECT THE CORRECT SCHEME FROM THE DROP DOWN LIST AND CLICK OK
16. CTRL SELECT ALL THE SOLID BODIES AND CLICK TEMPLATE BUTTON AS SHOWN IN FIGURE
BELOW.
17. SELECT OBE PART (mm).IPT
18. CTRL SELECT ALL THE SOLID BODIES AGAIN AND CLICK FOLDER BUTTON
19. LOCATE FOLDER PARTS
20. HIT APPLY AND CANCEL TO CLOSE THE WINDOW
21. HIT RETURN TO TOP BUTTON

22. NOTICE THAT ALL SELECTED BOIDES ARE
NOW ASSEMBLED IN PLACE IN THE
ASSEMBLY .
23. SELECT AND RIGHT LICK THE SKELETON
PART AGAIN IN THE MODEL BROWSER
AND TURN OFF VISIBILITY
24. START ASSEMBLING OTHER STANDARD
PARTS ON THIS ASSEMBLY SUCH AS
LIFTING LUG, SADDLE, ETC TO THE
ASSEMBLY. NOTCHING OF PARTS THAT
RELY ON OTHER ATTACHED PARTS CAN
BE DONE AT THIS STAGE.
25. FOR MORE DETAILS ON NOTCHING, REFER TO SOLID CAD TRAINING MANUAL.
26. WHEN FINISHED, GO TO VAULT > CHECK IN
27. TICKTHE ‘KEEP FILES CHECKED OUT’ AND HIT OK TO CLOSE WINDOW,
28. GO TO VAULT TAB> CONTROL> HIT ‘UPDATE PROPERTIES’ AND HIT OK
29. CHECK IT IN AGAIN, HIT YES , TICK ‘‘CLOSE FILES AND DELETE WORKING COPIES’ AND HIT OK
30. IF VAULT GIVES YOU THIS WARNING,

IGNORE AND HIT OK TO CLOSE.

Vault Pro 2011
ADDING BACKPAN TO A FRAME ASSEMBLY
1. OPEN A FRAME ASSEMBLY

2. GO TO ASSEMBLE > HITCREATE
TOOL
3. TYPE NEW COMPONENT NAME
4. USE OBE SHEET METAL (mm).IPT
FOR TEMPLATE
5. SAVE THE FILE UNDER PARTS
FOLDER
6. HIT OK
7. CLICK XY PLANE UNDER ORIGIN FOLDER
8. NEW FILE IS NOW ADDED IN THE
MODEL BROWSER
9. HIT FINISH SKETCH
10. GO TO SHEET METAL TAB
11. CREATE 2D SKETCH
12. ROTATE THE VIEW OF THE
FRAME AND SELECT THE BACK
OF THE MULLION OR TRANSOM
AS THE PLANE.
13. PROJECT GEOMETRY THE DLO
14. USE A RECTANGLE TOOL AND
DRAW A RECTANGLE
REPRESENTING THE BACKPAN.
15. CONSTRAIN IT BY
DIMENSIONING IT FROM THE
PROJECTED DLO.
16. FINISH SKETCH
17. HIT RETURN
18. HIGHLIGHT THE BACKPAN FROM THE MODEL BROWSER AND RIGHT CLICK OPEN
IMPORTANT NOTE:
BACKPANS ARE 1mm OR 1/32” LESS THAN THE DLO (DLO‐1mm)

Vault Pro 2011
19. HIGHLIGHT RIGHT‐CLICK THE SKETCH IN THE MODEL BROWSER AND SELECT EDIT
20. SELECT THE PROJECTED DLO LINE AND CHANGE IT TO CONSTRUCTION LINE
21. TURN OFF VISIBILITY OF THE WORK PLANE
22. USE FACE TOLL AND SELECT THE BACKPAN SKETCH FROM THE SCREEN
23. IT WILL OPEN UP THE FACE WINDOW
24. USE OFFSET BUTTON WHEN NECESSARY
25. HIT APPLY
26. SHEET METAL > HIT FLANGE AND SELECT ALL FOR SIDES.
27. HIT APPLY
28. USE FLANGE TOOL AGAIN TO CREATE ANOTHER FOLD
29. SELECT THE INNER LINES OF THE FLANGE
30. TYPE 45 FOR FLANGE
ANGLE
31. HIT APPLY AND CANCEL
TO CLOSE WINDOW
32. ADD PROPERTIES SEE
‘ADDING PROPERTIES
TO THE PARTS’ TOPIC
33. HIT SAVE AND CHECK IN
TO THE VAULT
34. UPDATE PROPERTIES
AND CHECK IN AGAIN.
35. GO TO THE ASSEMBLY
FRAME , BACKPAN
SHOULD BE IN PLACE
NOW.

Vault Pro 2011
ADDING PROPERTIES TO THE PARTS
1. FOR PARTS, EITHER OPEN THE PART FROM

THE BROWSER OR HIGHLIGHT RIGHT CLICK
EDIT THE PART AS SHOWN
2. GO TO VAULT > DATA CARDS>

COLLAPSE THE WINDOW BY CLICKING
THE LOWER RIGHT BUTTON
3. GO TO PART PROPERTIES TAB
4. HIT EDIT BUTTON AND START EDITING
THE VALUE PROPERTIES BY CLICKING
THE BUTTON AT THE END OF EACH
ROWS
5. WHEN DONE, HIT APPLY AND CLOSE
THE WINDOW.

Vault Pro 2011
6. HIGHLIGHT RIGHT‐CLICK THE PART AS SHOWN AND CHOOSE

I‐PROPERTIES
7. GO TO PHYSICAL TAB AND CHOOSE FROM THE MATERIAL DROP
DOWN LIST THE CORRECT MATERIAL
8. HIT UPDATE TO GET THE WEIGHT AND CLOSE THE WINDOW.
9. CHANGE THE VIEW OF THE PART

SIMILAR TO FIGURE HERE.
10. CREATE 2D SKETCH AND PICK
THE FACE OF THE PART FOR THE
PLANE.
11. DIMENSION IT AS SHOWN, AND
CLICK FINISH
12. GO TO MANAGE TAB >

PARAMETERS
13.LOCATE AND CHANGE
THE NAMES UNDER
REFERENCE PARAMETERS
AS LENGTH, LH, AND RH
14.TICK THE BOXES AS
SHOWN
15.CLICK DONE TO CLOSE
WINDOW.
16. GO TO VAULT > CHECK IN THE FILE
17. TICK “CLOSE FILES AND ...”
18. ADD ANY COMMENTS IF NECESSARY
19. CLICK OK TO CLOSE WINDOW
20.HIT OK TO ANY VAULT WARNING
21.HIT UPDATE PROPERTIES AND CHECK IN AGAIN
22. DO THIS TO EVERY PARTS OF THE FRAME.

Vault Pro 2011
ADDING PROPERTIES TO THE FRAMES
1. HIGHLIGHT AND RIGHT‐CLICK THE FRAME NAME IN THE

BROWSER AND CHOOSE I‐PROPERTIES
2. GO TO PHYSICAL TAB AND HIT UPDATE BUTTON TO GET THE
UPDATED WEIGHT OF THE FRAME.
3. GO TO VAULT > CLICK DATA CARDS

4. COLLAPSE THE WINDOW
5. GO TO FRAME ASSEMBLY TAB
6. HIT EDIT BUTTON AND START EDITING
THE VALUE
7. WHEN DONE, HIT APPLY AND CLOSE
THE WINDOW.
8. CHECK IN THE FILE TO THE VAULT
9. HIT UPDATE PROPERTIES
10. AND HIT CHECK IN AGAIN

Vault Pro 2011
MAKING SUB‐ASSEMBLY
1. OPEN THE F9000.IAM

2. CTRL AND SELECT THE PARTS ( HEAD
AND THE LIFTING LUGS) AS SHOWN.
3. RIGHT‐CLICK > COMPONENT >
DEMOTE
4. WHEN AUTO GENERATE FILE
NUMBERING WINDOW APPEARS ,
CLICK SKIP
5. TYPE THE SAME NAME AS THE HEAD NAME

IN THE ‘CREATE IN‐PLACE COMPONENT’
WINDOW AS SHOWN BELOW
6. SELECT THE OBE PART SUB‐ASSEM.IAM
TEMPLATE
7. LOCATE THE CORRECT FILE LOCATION, &
SAVE
8. HIT OK
9. CLICK YES/ACCEPT TO ANY WARNINGS.

Vault Pro 2011
10. TRY MOVING THE HEAD SUB‐ASSEMBLY. IT SHOULD NOT MOVE.

11. OPEN THE HEAD FILE AND CHANGE THE VIEW AS SHOWN BELOW.
12. CREATE 2D SKETCH AND PROJECT GEOMETRY THE LINES AS SHOWN AND THE FARTHEST LINES
OF EACH ENDS.
13. DIMENSION IT AS SHOWN
14. GO TO MANAGE > PARAMETERS

15. GO TO REFERENCE PARAMETERS AND CHANGE THE NAMES TO LENGTH
16. CHECK BOX
17. DO THE SAME TO THE REST OF THE PARTS THAT NEED TO BE SUB‐ASSEMBLED.
18. WHEN DONE, CHECK‐IN THE FRAME TO THE VAULT.
19. HIT UPDATE PROPERTIES AND CHECK IN AGAIN

Vault Pro 2011
CREATING NEW FRAME FROM EXISTING FRAME
1. LOG IN TO THE VAULT

2. GO TO VAULT EXPLORER
3. LOCATE THE FRAME TO BE COPIED
4. RIGHT‐CLICK AND CHOOSE COPY DESIGN
5. THIS WILL OPEN UP SIMILAR WINDOW AS SHOWN IN FIG BELOW.

Vault Pro 2011
6. DOUBLE CLICK ONLY THE YELLOW BUTTON

OF THE FILE THAT NEEDS TO BE COPIED. IT
SHOULD TURN TO COLOR BLUE.
7. COPY F9000.IAM
8. COPY ALL PARTS THAT HAD BEEN
POPULATED USING “MAKE COMPONENTS”
9. COPY THE SKELETON (SKF9000.IPT)
10. REUSE THE PROFILE DIE PART
11. REUSE THE PARTS THAT WAS NOT
POPULATED BY “MAKE COMPONENTS”
TOOL. (eg. LIFTING LUG)
DIES
12. ACCEPT THE NEW FILE NAME FOR NOW, IT

CAN BE RENAMED LATER.
13. CHECK THE LOCATION OF THE PARTS THAT
ARE BEING COPIED, MAKE SURE ITS IN THE
RIGHT FOLDER.
14. TICK THE ‘UPDATE PART NUMBER FOR
COPIED FILES’ LOCATED IN THE UPPER RIGHT
CORNER OF THE WINDOW.
15. HIT OK
16. OPEN VAULT EXPLORER AND CHECK THE
NEW FILES CREATED.
17. IF THIS ICON APPEARS , OPEN /CHECK OUT

THE FILE FROM THE VAULT
18. VAULT > HIT UPDATE PROPERTIES
19. CHECK IN TO THE VAULT
20. GO TO VAULT EXPLORER AGAIN AND HIT REFRESH
BUTTON.
21. FROM VAULT EXPLORER LOCATE SKELETONS
FOLDER
22. SELECT RIGHT CLICK THE NEWLY CREATED
SKELETON AND CHOOSE RENAME.
23. HIT NEXT TWICE UNTIL ‘ENTER NAMES’ WINDOW
APPEAR
24. TYPE THE NEW NAME OF THE SKELETON
(NEW SKELETON NAME = NEW FRAME NAME)
25. CLICK FINISH AND CLOSE
26. NEW FILENAME SHOULD NOW SHOW IN THE
VAULT EXPLORER>FOLDER SKELETON
27. GO TO INVENTOR
28. OPEN THE NEWLY RENAMED SKELETON.
Vault Pro 2011
29. MAKE THE NECESSARY DIMENSION CHANGES

30. MANAGE > HIT UPDATE
31. FROM THE VAULT EXPLORER, LOCATE THE NEWLY COPIED FRAME
32. RENAME THE FRAME SIMILAR TO STEP 23
33. TYPE THE NEW NAME (EG. FXXX = SKXXX)
34. TICK ‘UPDATE’ BUTTON
35. CLOSE
36. OPEN THE NEWLY RENAMED FRAME FROM THE VAULT EXPLORER.
37. CLICK YES / ACCEPT ON ANY MESSAGE WINDOW.
38. CHECK THE FRAME FOR ANY BROKEN CONSTRAIN OR PARTS THAT DIDNT UPDATE PROPERLY
AND FIX THE CONSTRAIN.
39. GO TO VAULT TAB > CHECK IN
40. HIT UPDATE PROPERTIES TOOL
41. AND CHECK IN TO THE VAULT ONCE AGAIN.
42. RENAME THE REST OF THE COPIED PARTS THRU THE VAULT. ( SEE STEP 23)
43. PARTS PROPERTIES SHOULD BE DONE AT THIS POINT AS THIS IS A COPIED FILES FROM A FRAME
THAT HAS ALL THE DATA PROPERTIES ALREADY DONE, IF NOT, THEN GO BACK TO “ADDING
PROPERTIES TO THE PARTS”.

Vault Pro 2011
USING EXISTING PARTS FOR A SIMILAR FRAME
1. OPEN AN EXISTING PART

2. GO TO MODEL TAB
3. USE DERIVE TOOL
4. LOCATE SKELETON FILE, IT SHOULD BE THE
SAME NAME AND VISIBLE IN THE MODEL
BROWSER AS SHOWN
5. IN ‘DERIVED PART’ WINDOW, SELECT ONLY

THE SKETCH LAYOUT, MAKE SURE
EVERYTHING IS GREY EXCEPT THE LAYOUT
SKETCH LAYOUT AS SHOWN.
6. HIT OK
7. LAYOUT SKETCH IS NOW ADDED TO

THE PART.
8. TURN OFF THE SKETCH VISIBILITY OF
THE LAYOUT AND SAVE.

Vault Pro 2011
9. OPEN F9000.IAM, LET’S SAY THIS IS THE

SIMILAR FRAME THAT WE WANTED TO USE
THE EXISTING PARTS TO.
10. TURN OFF THE HEAD ASSEMBLY VISIBILITY,
TO SIMULATE A FRAME WITHOUT HEAD
ASSEMBLY YET.
11. GO TO ASSEMBLE > PLACE FROM VAULT >
LOCATE THE HEAD ASSEMBLY
12. HIT OPEN AND SAY YES TO THE VAULT
MESSAGE.
13. PLACE THE HEAD ASSEMBLY TO ANYWHERE
IN THE SCREEN AS SHOWN.
14. LOCATE THE HEAD PART OF THE

HEAD ASSEMBLY IN THE BROWSER
15. SELECT RIGHT CLICK AND EDIT THE
PART.
16. LOCATE THE LAYOUT SKETCH AND
TURN THE VISIBILITY ON.
17. USE RETURN TO TOP TOOL TO
RETURN TO THE MAIN ASSEMBLY.
YOUR MODEL BROWSER SHOULD
NOT HAVE ANY GREYED AREAS.
18. IN THE MODEL BROWSER TURN ON
THE SKELETON PART ON, YOU
SHOULD SEE THE LAYOUT SKETCH.
19. ASSEMBLE > POSITION > CONSTRAIN

MATE THE VERTICAL LINE OF THE
HEAD AND VERT. LINE OF THE
FRAME AS SHOWN IN THE RIGHT
FIG.
20. DO THE SAME FOR THE HORZ LINE.
21. HEAD SHOULD BE IN PLACE AND
FIXED BY NOW.
22. EDIT THE HEAD PART AGAIN IN THE
BROWSER AND TURN OFF THE
LAYOUT SKETCH VISIBILITY. THIS
ENSURE THAT THE NEXT PART
ATTACHED WILL BE CONSTRAIN TO
THE SKELETON LAYOUT ONLY.
Vault Pro 2011
PART FABRICATION DRAWING (IPT) (IAM)
OBE FAB PARTS .IDW = SINGLE PART ONLY (IPT)
OBE FAB SUBASSEMBLY.IDW = SUBASSEMBLY PARTS

(IAM)
OBE FRAME.IDW = FRAME ONLY (IAM)
1. OPEN NEW
2. SELECT APPROPRIATE TEMPLATE FOR FABRICATION DRAWING.
3. DOUBLE CLICK AND NEXT
4. GO TO PLACE VIEWS TAB
5. CLICK BASE
6. FOR FILE SELECTION, CLICK FOLDER ICON
7. DROP DOWN SELECT WHETHER FOLDER OR VAULT LOCATION
8. LOCATE FILE; CLICK OPEN
9. SELECT THE DESIRED ORIENTATION
10. CHOOSE THE SCALE AND CLICK ANYWHERE INSIDE THE TITLEBLOCK
11. GO TO PLACE VIEWS TAB> PROJECTED
12. HIGHLIGHT THE INSERTED VIEW AND DRAG TO GET THE PROJECTED VIEW
13. CLICK ANYWHERE
14. RIGHT CLICK ‘CREATE’ TO END COMMAND.
TO DIMENSION;
15. GO TO ANNOTATE>DIMENSION
TO MAKE A “VIEWPORT” ;
16. GO TO PLACE VIEWS>MODIFY>SELECT THE VIEW OF THE PART
17. CLICK 1 MORE TIME OF THE SELECTED VIEW AND DRAG AND CLICK 2ND TIME
TO GET A PARTS LIST OF A SUB‐ASSEMBLED PARTS
18. GO TO ANNOTATE>PARTS LIST
19. SELECT VIEW; BOM VIEW=PARTS ONLY
20. HIT OK>OK 1 MORE TIME
21. BEFORE CLICKING ANYWHERE; GO TO ANNOTATE>FORMAT>FROM THE SECOND
DROPDOWN LIST>CHOOSE OBE SUB ASSY PART LIST
22. CLICK ANYWHERE
23. MOVE THE TABLE TO LOWER LEFT CORNER OF THE TITLEBLOCK
24. CHECKIN TO THE VAULT
25. CHECK ‘ KEEP FILES CHECKED OUT’ > OK
26. VAULT > UPDATE PROPERTIES > OK
27. CHECK IN TO THE VAULT AGAIN

Vault Pro 2011
FRAME FABRICATION DRAWING (IAM)
1. NEW FILE
2. DOUBLE CLICK OBE FRAME .IDW
3. FOR FILE LOCATION, DROP DOWN THE FOLDER ICON
4. LOCATE AND DOUBLE CLICK THE FRAME.IAM FILE
5. CHOOSE FRONT FOR ORIENTATION
6. RIGHT CLICK DONE
7. PLACE VIEW TAB> SECTION
8. CLICK THE VIEW OF THE FRAME
9. CREATE A VERTICAL OR HORIZONTAL LINE ACROSS THE FRAME
10. RIGHT CLICK CONTINUE
11. DRAG TO GET DESIRED VIEW AND CLICK
TO GET RID OF THE SECTION HATCH
12. DOUBLE CLICK THE VIEW
13. IN DRAWING VIEW WINDOW> GO TO DISPLAY OPTIONS
14. UNCHECK HATCHING > OK
TO ADD PARTS LIST TABLE
15. GO TO ANNOTATE > TABLE> PARTS LIST
16. SELECT THE FRAME VIEW
17. BOM VIEW = STRUCTURED; HIT OK
18. STILL IN ANNOTATE TAB> GO TO FORMAT>
19. SELECT THE 2ND DROP DOWN LIST AND SELECT OBE FRAME PARTS LIST
20. CLICK IN THE UPPER RIGHT
CORNER OF THE TITLEBLOCK
21. DOUBLE CLICK THE NEWLY
CREATED PART LIST
22. PART LIST WINDOW WILL
OPEN; SIMILAR TO FIG. SHOWN
23. DONT TYPE ANYTHING IN THIS
WINDOW AS IT WILL NOT
SHOW IN THE VAULT.
24. LOCATE SORT BUTTON
25. SORT BY DEPARTMENT‐
ASCENDING ; MATERIAL‐
ASCENDING; LENGTH‐
DESCENDING
26. APPLY AND OK TO CLOSE

Vault Pro 2011
TO TAG PARTS
27. ANNOTATE>TABLE>SELECT AUTO BALLON
28. CLICK SELECT THE FRAME VIEW
29. WINDOW SELECT THE ENTIRE FRONT VIEW
OF THE FRAME
30. CHECK ‘IGNORE MULTIPLE INSTANCE’
31. CLICK PLACEMENT
32. SELECT AROUND FOR PLACEMENT
33. CLICK IN THE MIDDLE OF THE FRAME VIEW
34. APPLY, CANCEL
35. ARRANGE PART NOS
36. DELETE FASTENERS U NOS.
37. USE BALLOON TO TAG MULTIPLE PARTS
TO UPDATE WEIGHT FRAME
38. SELECT FRAME VIEW
39. RIGHT CLICK, SELECT BILL OF MATERIALS
40. CLICK THE 1ST BUTTON FROM THE RIGHT AS SHOWN IN FIG
41. CLICK DONE;
42. CHECKIN TO THE VAULT
43. CHECK ‘ KEEP FILES CHECKED OUT’ > OK
44. VAULT > UPDATE PROPERTIES > OK
45. CHECK IN TO THE VAULT AGAIN

Vault Pro 2011
BATCH PLOTTING BY RELEASE
1. OPEN THE VAULT

2. SELECT VAULT EXPLORER
3. CLICK PLOT
4. IN PLOT MANAGER WINDOW, GO TO ADD BUTTON
AND DROP DOWN SELECT
5. SELECT ADD RELATED ITEM SHEETS
6. IN FIND WINDOW, GO TO BASIC TAB AND TYPE
RELEASE NUMBER
7. HIT FIND NOW
8. HIT OK
9. IDW THAT ARE ATTACHED TO THE RELEASE WILL BE
ADDED TO THE BATCH PLOT
10. MAKE SURE PAPER SIZE IS CORRECT
11. CHANGE DEVICE IF NECESSARY
12. SUBMIT

Vault Pro 2011
ADDING BLOCKS TO EXISTING FILES
1. CLOSE INVENTOR PROGRAM

2. START > ALL PROGRAMS> AUTODESK>
AUTODESK INVENTOR 2011>
TOOLS>DRAWING RESOURCE TRANSFER
WIZARD
3. PRESS NEXT TO BEGIN
4. FOR SOURCE DRAWING > CLICK THE
FOLDER ICON
5. GO TO THE SOURCE DRIVE
6. LOCATE IDW FILE THAT IS APPLICABLE
7. IN SOURCE RESOURCES, CHECK ONLY THE
THINGS THAT NEEDS TO BE COPIED TO THE
OTHER FILE
8. NEXT
9. IN SELECT TARGET DRAWING WINDOW,
CLICK THE FOLDER ICON
10. LOCATE THE FILES THAT NEEDS TO HAVE AN
UPDATED BLOCKS
11. NEXT
12. NO =ADD SOURCE ; YES=REPLACE SOURCE
13. NEXT
14. START
15. EXIT
16. OPEN INVENTOR PROGRAM
17. OPEN AN IDW THAT SUPPOSED TO HAVE THE NEW
BLOCKS
18. GO TO ANNOTATE > SYMBOLS > USER
19. SYMBOL WINDOW OPENS UP AND NEW ADDED
BLOCKS ARE NOW LISTED HERE
20. SELECT BLOCK TO PLACE
21. OK TO END

Vault Pro 2011
MAKING REVISIONS TO AN IDW
1. IF THE REVISIONS NEEDS THE IPT AND/OR THE IAM TO BE REVISED, CHANGE THE MODELS
ACCORDINGLY THEN GO TO THE IDW FILE TO LOG THE REVISION.
2. OPEN AN IDW FILE
3. GO TO ANNOTATE> TABLE > CLICK
REVISION , THIS WILL BRING OUT
REVISION TABLE WINDOW
4. IT SHOULD LOOK IDENTICAL TO THE
FIG SHOWN HERE
5. GO TO ANNOTATE>FORMAT> DROP
DOWN SELECT STYLE AND SELECT OBE
REVISION TABLE1
6. PLACE THE TABLE ANYWHERE IN THE
TITLEBLOCK
7. REV NO IN THE REVISION HISTORY
TABLE SHOULD HAVE A NUMBER
AUTOMATICALLY.
8. TO ADD REV. COMMENTS / REV. BY:
9. GO TO VAULT > DATA CARDS > LOCATE REV COMMENTS FIELD
10. EDIT AND START TYPING COMMENTS > APPLY WHEN DONE.
11. CHECK IN THE VAULT; REV COMMENTS & REV BY SHOULD SHOW IN THE VAULT.
12. REV NO IN THE TABLE AND REV NO IN THE TITLEBLOCK SHOULD MATCH; IF NOT CHECK IN
THE VAULT / UPDATE PROPERTIES IDW.
13. TO ADD REVISION ROW, HOVER ON THE REVISION TABLE AND RIGHT CLICK
14. CHOOSE ‘ ADD REVISION ROW’
15. IT WILL BRING OUT ‘REVISION TABLE: DRAWING SCOPE ‘WINDOW
16. CLICK ‘ADD REVISION ROW(S)’ BUTTON ( 2ND FROM THE RIGHT BUTTONS)
17. DONT TYPE ANYTHING IN THIS WINDOW AS IT WILL NOT SHOW IN THE VAULT.
18. CLICK APPLY , OK TO CLOSE
19. USE DATA CARDS TO ADD NEW REVISION NO, REV COMMENTS AND REV BY.
20. REPEAT STEP NO 8 & 9.
21. GO TO ITEM MASTER, CHANGE THE SYSTEM REVISION BY RIGHT CLICKING THE FILE AND
CHOOSE ‘CHANGE REVISION’
22. STILL IN ITEM MASTER, RIGHT CLICK THE FILE THAT HAS BEEN REVISED AND CHOOSE
‘UPDATE’ TO GET ALL THE UPDATED DATA FROM IPT, IAM AND IDW.

Vault Pro 2011
VIEW CUSTOMIZING THE VAULT
TO ADD PROPERTY COLUMN

1. IN VAULT EXPLORER, HOVER TO ANY HEADER
2. RIGHT CLICK > CUSTOMIZE VIEW
3. CLICK FIELDS
4. FROM ‘SELECT AVAILABLE FIELDS FROM’, DROP DOWN SELECT ALL FILE FIELDS
5. LOCATE PROPERTIES THAT YOU WOULD LIKE TO SHOW UP ON THE SCREEN
6. CLICK ADD
7. OK TO CLOSE
TO MOVE/ REARRANGE COLUMN

1. HIGHLIGHT AND PRESS HEADER
2. MOVE WHILE PRESSING TO DESIRED LOCATION
TO DELETE COLUMN
1. HIGHLIGHT HEADER
2. RIGHT CLICK
3. SELECT REMOVE COLUMN
TO SORT
1. CLICK HEADER TO TOGGLE SORTING; SORTING CAN ONLY BE DONE ONE PROPERTY AT A
TIME.

Vault Pro 2011
INSERTING STANDARD SLOTS
1. GO TO MANAGE TAB
2. CLICK INSERT IFEATURE
3. CLICK BROWSE
4. LOCATE THE OBE SLOTS FOLDER, (SEE FIG.)

Process Release
Revit Architecture
Vault Pro 2012
Process Release For Vault Pro 2012
Table of Contents
A. GENERATING TEXT FILE FROM FRAME SCHEDULE IN REVIT ......................................................3

B. CONVERTING TEXT FILE TO VAULT READY DATA .....................................................................7
C. SETTING DEFAULT CATEGORY NAME IN ITEM MASTER ............................................................9
D. IMPORTING TEXT FILE INTO VAULT ....................................................................................... 10
E. ADDING RELEASE INFORMATION TO THE VAULT (ADMIN)..................................................... 14
F. EDITING INCORRECTLY CATEGORIZED ITEMS IN ITEM MASTER .............................................. 15
G. ASSIGNING ITEMS ................................................................................................................ 17
H. CREATING A BILL OF MATERIALS........................................................................................... 20
I. FORMATTING THE MASTER BILL OF MATERIALS .................................................................... 21
J. UPLOADING DATA TO THE SHIPPING SYSTEM ....................................................................... 24
June 2012 2
Purpose & Scope
This document outlines the procedure for importing Release and Frame data from Revit into Vault and
assigning frame assemblies to the imported information, with the goal of generating a Bill of Materials.
A. Procedure For Generating Text File from Frame Schedule in Revit
1. In Revit, open the appropriate Frame Schedule for the release that is being processed. The
Frame Schedule should contain the following fields in the exact order shown below:
• Frame Number (ensure heading of first column is Frame Number, not Type)
• IDT Type
• Level
• Release
• Count
• Height
• Width
June 2012 3
2. Select > Export > Reports > Schedule
June 2012 4
3. Save the file under the Project Name in the R: Drive in the subfolder “Frame Schedule
Export Files”. By default, the file name will be whatever the schedule in Revit is named.
However, the proper format for this file name should be as follows:
• Frame Schedule – Release NW2-051.txt
Click Save.
4. In the Export Schedule settings, ensure that Export group headers, footers, and blank lines
is UNCHECKED. Click OK.
June 2012 5
5. See below for the exported Text File which will be converted to Vault ready data:
June 2012 6
B. Procedure For Converting Text File to Vault Ready Data
1. In Vault, Select Tools > OldCastleBE > Revit to Vault conversion
2. The Revit to Vault Conversion dialogue box will prompt you to select the Source file for
conversion as well as the Output File Location and Name. Select the ... button for each and
Browse to the Frame Schedule Export File folder where the Revit file was previously saved.
For the Output file, add “output” to the end of the file name.
June 2012 7
3. The Revit to Vault Conversion dialogue box should match the figure below. Click OK. The
Status bar should turn fully green once the conversion is completed. Click Close.
4. See below for converted Text File which contains Vault ready data:
June 2012 8
C. Procedure For Setting Default Category Name in Item Master
1. Prior to Importing the Text File into the Item Master, preset the Default Category Name in
the Administration Settings. The Default Category Name should be set to the instance in the
text file which has the most occurrences.
• For example, if a Release has 4 floors but has 25 different frame types, we would set
the Default Category Name to Frame.
• Conversely, if a Release has only 6 different frame types but contains 20 floors, we
would set the Default Category Name to Floor.
2. In Vault, Select Tools > Administration > Vault Settings
3. Under the Behaviors Tab, Select Categories.
4. In the Configure Categories dialogue box, in the top left corner pull down menu, Select Item
Categories. The Category Name with the check mark is the Default Category. Double click
on the Category Name that will be set to the Default for the Text File import. Click Close on
all open windows and return to the Item Master.
June 2012 9
D. Procedure For Importing Text File into Vault
1. In Vault, go into Item Master.

2. Select File > Import Items. This will open the Import Wizard which will guide you through
the importing process.
3. Under Specify Source, select Other > Next.
4. Under Specify File, select TDL (Tab Separated Values .TXT)
5. Browse to the “Frame Schedule Export Files” folder where the text file is located. Select the
“output” file for the Release being processed. Click Open > Next.
June 2012 10
6. Under Specify Mapping, CLICK and DRAG the Field Name in the Import File portion of the
window (left hand side) onto the appropriate Attribute on the Vault Professional portion of
the window (right hand side). Once completed, your mapping should look like the image
below. Please note that Height and Width should be mapped to Frame Height and Frame
Width respectively. Click Next.
June 2012 11
7. Under Preview Results, depending on whether the Release being processed has existing
Items in the Item Master, there may or may not be Conflicts. If the Item being imported is a
new Frame Type or Level or Release, there should be no conflicts and new Items will be
created. See figure below. Click Import if this is the case.
8. However, if Conflicts exist, meaning the Items being imported already exist in the Item
Master, the Import Wizard will prompt you to Overwrite the existing Items with the
Imported data. This is NOT the desirable resolution as this will require you to re-assign all
previously assigned frames. The correct option is to double-click each Item with the
Overwrite Resolution Method and select Ignore instead. This will retain the information
already contained in the Item Master. Using this Resolution Method, the correct quantities
from the text file will still be imported and will be attached to the existing Items in the Item
Master. Once all Conflicts have been resolved, Click Import.
June 2012 12
9. The image below shows the results of the Import process. You’ll notice that 23 new items
were imported into the Item Master.
10. In addition, you can see that all 23 items imported have a Category Name of “Frame”. This
is because we set the Default Category Name in a previous step to Frame. In the following
steps, we will change all Levels to Category Name “Floor” and the Release to Category
Name “Release”.
June 2012 13
E. Procedure for Adding Release Information to the Vault (Admin)
1. This step can be done by an administrator well in advance of the Process Release, however,
it must be done prior to the next section.
2. In Vault, Select Tools > Administration > Vault Settings
3. Under the Behaviors Tab, select Properties. This will open the Property Definitions window.
4. Select the Release Name property. Click Edit....
5. In the Edit window for Release Name, click on the List Values under the Settings tab. A pull
down list of all Property Values created for Release Name will appear.
6. Click on the heading “List Values” to sort the Property values alphabetically.
7. Click in the top row just below the heading “List Values” and type the name of the Release
that needs to be added. Hit Enter when done typing. Ensure that the Release does not
already exist in this list. Follow the naming conventions of the Releases already created.
Click Close. Click OK.
8. Repeat this step for Release Number. Close all additional windows and return to the Vault.
June 2012 14
F. Procedure For Editing Incorrectly Categorized Items in Item Master
1. In Item Master, use the search function to find the Release that you just imported.
2. Select the Release and click on the Bill of Materials tab.
3. Ensure that you are in the Multi-Level view under Structure. You’ll see that the Levels and
Release are categorized as Frames.
4. Right click on each incorrect item and select Edit...
June 2012 15
5. Change the Category from its current value to Release. Once this is done, you will see that
additional Properties are added to Properties window in the bottom right corner. These are
Release Name and Release Number. Click on each value and using the pull down menu,
select the appropriate value for each. This information is critical for creating the BOM and
for the interface with the Shipping System. Click Save and Close.
6. Do the same for the Levels, however, when changing the Category to Floor, no additional
Properties are added. Click Save and Close.
June 2012 16
G. Procedure For Assigning Items
CRITICAL NOTE: PRIOR TO ASSIGNING ITEMS, VERIFY THAT ALL USERS HAVE
CHECKED IN ANY PARTS, ASSEMBLIES, FRAMES, DRAWINGS, CONTENT CENTER
PARTS, ETC... ERRORS WILL OCCUR WHEN ITEMS ARE ASSIGNED WHILE BEING
CHECKED OUT.
1. In Vault Explorer, find the Frames (.IAM) that are to be assigned. Select the frame
assemblies. You can use Ctrl to select multiple frames. As a rule of thumb, avoid assigning
more than 30 items at a time as you will experience errors.
2. Right click on your selection and choose Assign Item... This will open the Assign Item
Wizard which will guide you through the assigning process.
June 2012 17
3. In the Assign Item Wizard, review the assigned items in the Preview. This is a critical step in
the process as you will need to review the results for errors at this stage.
• All new or updated parts will have a black font colour; all existing parts will be grey.
• Under the Show pull down menu, you can change the view from Multi-Level to All
Items or New Items or Updated Items. This will help you assess the Preview based
on these criteria.
• All parts/assemblies/fasteners etc. should be attached to a frame assembly. If you
see a part/assembly/fastener that is orphaned (not attached to a frame), cancel the
assigning and review the assembly for possible problems. Contact the Vault
Administrator for help on troubleshooting this problem. Do not proceed with the
Assign Items process if you see this error.
• The first time a Frame (.IAM) is assigned, a generic number will appear in the
Preview Window, i.e. 100004. This is because the Frame Number already exists in
the Item Master from the Imported Text File and a duplicate number is not allowed.
Vault will assign a generic number for any duplicates. This will correct itself in the
next step so you can ignore this generic number for the time being.
• If you see any additional generic numbers, i.e. 100004, that are associated to a
part/assembly/fastener, cancel the assigning and review the assembly for possible
problems. Contact the Vault Administrator for help on troubleshooting this problem.
Do not proceed with the Assign Items process if you see this error.
4. Click Next if the Preview appears correct.
June 2012 18
5. In the Find Duplicates Window, ensure that “Auto-select first duplicate” is checked. This
option allows the Assign Item Wizard to locate any duplicate items in the Item Master and
retain the information in that Item. Rather than create a new Item, it will simply assign the
existing Item. You can now see that the generic number, i.e. 100001 will be replaced with
the correct Frame Number F003. Click Finish.
6. In the View Results Window, you can see that the generic number is gone from the Frames.
However, you will also see that only the frames were assigned. All the
parts/assemblies/fasteners have not been attached to the Frame assembly. This is because
the first assign only created that Frame Item. No parts/assemblies/fasteners have been
attached to the Frame yet. Click Close and repeat the entire Assign Item process. This time,
all Frames and related parts/assemblies/fasteners will be properly assigned.
June 2012 19
H. Procedure For Creating a Bill of Materials
1. In Item Master, use the search function to find the Release that you just Assigned.
2. Select the Release and click on the Process Release tab.
3. Click Reports. This will open the Parts Report window.

4. Under Number of Floors, enter the Upper Floor number on this Release. The report will
always populate from Level 0 to the Upper Floor. Click OK.
5. Browse to the Release folder in G:\WIP\JOB#\Engineering\Releases\REL#... Save the file
with the following naming convention: BOM_JOB#_REL#_REL NAME_MASTER.csv. Click
Save.
6. The Status bar should turn fully green once the export is completed. Click Cancel.
June 2012 20
I. Formatting the Master Bill of Materials
1. Open the .CSV file in Excel that was exported

from Vault. Save As to an .XLSX file.
2. Right click on the tab in the lower left hand

corner and select Rename. Type ORIGINAL
3. Drag select all data in the .CSV file, including headers. From the Top Menu, Select Page
Layout > Print Area > Set Print Area. While the data is still selected, from the Top Menu,
Select Home > Borders > All Borders.
4. Highlight all data in the .CSV file, excluding headers, and sort using the following
parameters:
Add Revision #
and Date
5. Add an empty row between each Extrusion/Material change.
6. Delete any columns related to floors that should not be included in this release.
7. Add the Revision # and Date information.
8. Set the column widths as shown below.
June 2012 21
9. From the Top Menu, Select Page Layout > Page Setup. Match the settings as shown in the
following figures.
June 2012 22
10. Once all formatting has been done, right click on the ORIGINAL tab at the lower left of the
screen and select Move or Copy. Select the ORIGINAL sheet and check the “Create a Copy”
box. Click OK. This will create a duplicate of the ORIGINAL sheet and place it before the
ORIGINAL. It is automatically named ORIGINAL (2).
11. Right click on the ORIGINAL (2) and select Rename. Type PLANNING. The PLANNING tab
will be used by the Planning Department to enter Prebar lengths and quantities as well as
manage revisions. We should never make any changes to the PLANNING tab.
12. Right click on the ORIGINAL tab and select Protect Sheet... By default, once protected, the
user will only be allowed to Select cells. No changes can be made to this tab. Do not enter a
password. Click OK. Save the file.
June 2012 23
J. Procedure For Uploading Data to the Shipping System
CRITICAL NOTE: PRIOR TO UPDATING THE SHIPPING SYSTEM, VERIFY THAT THE
SHIPPING DEPARTMENT HAS NOT STARTED PACKING THE RELEASE. UPDATING THE
RELEASE WILL WIPE OUT ANY PACKING INFORMATION IN THE SYSTEM. SPEAK TO THE
PLANNING DEPARTMENT IF REVISIONS WILL AFFECT ALREADY PACKED ITEMS.
1. In Item Master, use the search function to find the Release that will be uploaded.
2. Select the Release and click on the Process Release tab. Enter your User Name and
Password. This is the same as your Novell information.
3. Click Options. Ensure that your Vault options match the image below. This setup is a one-
time only configuration.
June 2012 24
4. Click the “Update Release” button. By selecting this button, your data will immediately be
uploaded to the shipping system. Once completed, you will get a notification window stating
the Shipping List was updated. Error Messages may appear in the Process Releases Status
window. These are typically related to Item discrepancies in Vault related to Shiploose
versus Satellite. Contact the Vault Administrator for help on troubleshooting this problem.
June 2012 25
Creating .SAT Files
Using Task Scheduler
Vault Pro 2012

Task Scheduler
Creating .SAT Files Using
For Vault Pro 2012
Task Scheduler
Table of Contents
A. GETTING INVENTOR FILES FROM VAULT ......................................................................................... 3

B. GETTING CONTENT CENTER FILES FROM VAULT ............................................................................. 5
C. USING TASK SCHEDULER TO CREATE .SAT FILES.............................................................................. 6
June 2012 2
For Vault Pro 2012
Task Scheduler
Purpose & Scope
This document outlines the procedure for downloading Inventor files (.IAM or .IPT) from Vault, and
converting these to a .SAT file using the Task Scheduler.
A. Procedure For Getting Inventor Files From Vault
1. Before beginning this procedure, it is HIGHLY recommended that you delete the contents of
the Projects folder in your Vault Workspace. This will ensure that the files you download will
be the most current.
2. In Windows Explorer, go to C:\Vault Workspace\Projects. Delete all data in this folder.
3. In Vault > Project Explorer > JOB# > PARTS... use the search function to find the Part(s)
that you need converted to a .SAT file.
4. Select the Part(s) targeted for conversion. Use Ctrl to select multiple Parts. Right click on the
selected parts and click Get / Checkout. Vault will gather all the related files for these
targeted parts, i.e. DRAWINGS, PARTS, SKELETONS, DIES.
June 2012 3
For Vault Pro 2012
Task Scheduler
5. The Get / Check Out window will provide a summary of all the files that will be downloaded
to your Vault Workspace. Ensure that in the bottom right hand corner, only “Include
Dependents” is checked. Checking this option will ensure that all dependent files are
downloaded to your Vault Workspace. In this example, 51 files will be downloaded. This is
critical as the Task Scheduler will fail to generate .SAT Files if assemblies have unresolved
references. Important Note: Content Center Files are not downloaded during this process.
These need to be downloaded separately. See Step B.
6. Click OK. File retrieval will begin. Once complete, this progress window will close
automatically and you will return to Vault Explorer. You can use Windows Explorer to verify
that all files have been downloaded to your Vault Workspace.
June 2012 4
For Vault Pro 2012
Task Scheduler
B. Procedure For Getting Content Center Files From Vault
1. Before beginning this procedure, it is HIGHLY recommended that you delete the Content
Center folder in your Vault Workspace. This will ensure that the files you download will be
the most current.
2. In Windows Explorer, go to C:\Vault Workspace and delete the Content Center folder.
3. In Vault > Project Explorer. Right click on Content Center Files and click Get / Checkout.
4. The Get / Check Out window

will provide a summary of all
the files that will be
downloaded to your Vault
Workspace. Since Content
Center files do not have
dependents, it is not
necessary to check that option
in the bottom right hand
corner. However, verify that
the button to the right
(Include Parents) is NOT
checked. Checking this box
would download all
parts/assemblies/frames that
reference the Content Center
File. This could be thousands
of parts. Click OK.
June 2012 5
For Vault Pro 2012
Task Scheduler
C. Using Task Scheduler to Create SAT Files
1. Open Task Scheduler.

2. Start > All Programs > Autodesk > Autodesk Inventor 2011 > Tools > Task Scheduler.
3. Optional: Right clicking on Task Scheduler and selecting Pin to Start Menu will make the
application available from your Start Menu.
4. On the Top Menu, select Create Task > Export Files...
5. In the Export Files window, enter a Task Name. This will allow you to save these tasks for
future reference if required.
6. Task Scheduler allows you to run tasks immediately or to schedule a task to run at a
specified time. For this example, check the Immediately box.
7. You have two options for selecting files for this task: Add Files and Add Folder. For this
example, we will use Add Files. Selecting by folder would export all files in that folder.
June 2012 6
For Vault Pro 2012
Task Scheduler
8. Browse to your C:\Vault Workspace\Projects\JOB#\PARTS folder where you downloaded

your files in the previous steps. Select the files that you want exported to a SAT. Click Open.
9. The Export Files Task Window will identify the following:

• Input Folder (C:\Vault Workspace\Projects\JOB#\PARTS)
• Input File Name (XXX.IPT or XXX.IAM)
• Output Folder (same as Input Folder unless otherwise specified)
• Output File Name (XXX.IPT.SAT or XXX.IAM.SAT)
10. By default, the Export Files Task will generate an .IGS file. To change this to a .SAT file,
select the file and click on the button in the Output File Name column.
June 2012 7
For Vault Pro 2012
Task Scheduler
11. Select the “Save as type” pull down menu and select SAT Files (*.sat). Click Save. Repeat
this step for all additional files.
12. Review the Export Files window to ensure that all files are scheduled correctly. If everything
looks good, click OK.
June 2012 8
For Vault Pro 2012
Task Scheduler
13. The status window will provide a progress report and identify if the task was successful or
failed. Once complete (100%) this window will close automatically.
14. Upon completion, the Task Scheduler will save the Task Information and report any errors.
June 2012 9
Vault Access Instructions
1. To access the web based Vault, click on the
following link:
http://10.11.45.13/AutodeskDM/webclient/
2. The Log In screen to the right will open. Before

entering the User name and Password, ensure you
have selected the correct Vault. You can do this by
clicking the Browse button and selecting the
appropriate Vault from a list.
3. Once you have selected the Vault you would like to

view, enter the Log In information to access the
Vault. A shop account has been set up so that
anyone with internet access can view the Vault.
 User name: shop user
 Password: drawings
4. After logging in, the first screen that pops up is the Items List. You will not be required to view this list. Select the Files
button. This will open a list of Inventor files that can be viewed in the Vault.
5. From the Files List screen on the left hand menu, select Projects > OldcastleBE New Curtain Wall System > DRAWINGS.
6. The DRAWINGS list contains all the fabrication drawings for the Project.
Inventor fabrication drawings have a file extension of (.idw) in lieu of the AutoCAD (.dwg).
7. To view the Frame Drawings, select FRAME DRAWINGS in the left hand menu.
8. Once you select the drawing to view, the Properties screen will open. Under the heading “General”, click on the File Name.
The file name should be underlined and blue in colour. This denotes a link to the visualization file.
9. After clicking the link, the visualization file will open a new Internet Explorer window. The drawing may not appear
immediately: if not, simply click your mouse on the screen to view the drawing.
10. Use the Markup&Measure tools to check dimensions for parts.

**Please note: As many views are truncated views of the full sized parts, only fixed dimensions from ends are accurate.
Midspan or intermittent dimensions cannot be measured in a dwf file.**
End

OBE BIM Manual

Uploaded by

Copyright:

Available Formats

OBE BIM Manual

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

OBE BIM Manual

Uploaded by

Copyright:

Available Formats

Customizing a

A. Purpose & Scope

1. Create the Central File

a) Select > New > Project

2. Create User File(s)

To use the Worksharing Monitor:

4. Modeling the Project

5. Controlling Visibility within the project

6. Applying Frame information within the Project

7. Creating a Frame Schedule

8. Exporting Frame Schedule to Vault for fabrication quantities

9. Creating Drawing Sheets

a) Click View Tab > Sheet Composition panel > Sheet.

10. Adding views to a sheet

a) Open the sheet

11. Linking in AutoCAD Detail Drawings

11.1 Setting line weights to linked CAD drawings

11.2 Adding AutoCAD details to a Drawing Set

11.3 Setting line type styles for linked CAD drawings

11.4 Referencing a Drafting View

12. Dealing with large file sizes

13. Creating Tag drawings

14. Creating a Sheet List (Drawing Index)

15. Material Take-Off

Tips To Consider In Revit:

Purpose & Scope

A. Procedure For Creating a Profile

1. Click File > New > Family.

2. The reference planes preloaded in the

3. Click Insert > Import CAD > Browse to

4. Before inserting the file, be sure to

7. Click Home > Detail > Line

8. Use the Pick Lines tool to select the

11. Add dimension constraints to the Profile

12. Purge all unused items in the file. There

13. Click Manage > Object Styles > Imported

14. Save the file to R:\Projects\000...Project Name\Engineering\Drawings\Families\Profiles

Purpose & Scope

A. Procedure For Creating the Skeleton

B. Add Sweeps to the Skeleton

C. Add Extrusions to the Skeleton

D. Adding Shared Parameters to the Frame Family

Purpose & Scope

A. Procedure For Creating an Insert Family

A. Purpose & Scope

This procedure is based on the following conditions:

3. Using the .dwg files located in the Dies

4. The DT will then send an email notification

a) Select: Edit / Copy (Ctrl+C) to copy the profile to the Clipboard.

b) Select: Launch / New / OBE PART (in).ipt / OK.

c) Select: Tools / Clipboard / Paste (Ctrl+V) to paste

e) Right click on the Sketch and Select: Edit Sketch

f) Click on FRONT in 3D Cube.

h) Exit / Finish Sketch

i) Right click anywhere in the Browser Window and

j) Open the Summary Tab. Under Category, enter "Dies"

k) Open the Physical Tab. Under Material, select the

l) Click / Save / Enter Die # / Save.

n) Once logged in, Select: Vault / File Status / Check In / OK