Thursday, February 14, 2013

Grouping and Sorting Sheets by Custom Type

This will help you keep your sheets sorted and organized once you have multiple types beyond the normal construction documents (addenda, etc).

  1. From the Manage tool bar, select "Project Parameters".
  2. Add a new Project Parameter, and name it Sheet Type or something similar.  It will be an Instance type, Common discipline.  Make the Type of Parameter "Text", and Group it under "Other".
  3. At the right of the Parameter Properties dialogue, in the Categories box, scroll down and select the "Sheets" checkbox.
  4. Hit OK to close the Parameter Properties.  Ignore any prompts that Revit may give at this point.
  5. Each sheet now has a new property under the "Other" section that allows you to enter your own text describing each sheet.  Label at least one sheet using that property with an appropriate name (Full Size, 30x42, Addendum #1, etc) [Hint: You can add this field to your Sheet List Schedule to quickly modify each sheet's parameter.]
  6. From the View toolbar, at the far right (this is for 2013), pull down the User Interface button and select "Browser Organization" (or just type BO if you've entered all by previously defined shortcuts)
  7. Select the "Sheets" tab, make a new organization named "Sheet Types" or similar.
  8. Under the "Browser Organization Properties", Group the Folders by the Project Parameter name you created in step 2 above. Hit OK.
  9. Now place a checkbox next to the new organization you created in step 7 and hit OK.
  10. Your browser organization should now have subsections under Sheets that correspond to the sheet parameter(s) you created, and "???" for any empty parameters.
  11. You can highlight each sheet separately under the ??? section and a pulldown text option will allow you to type a new Sheet Type, or select a type you've already created.
See video below where I had some trouble finding the Browser Organization menu button:

http://youtu.be/d_l3vSEDz0M

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