Collaborate a Revit project model in the cloud

00:04

After completing this video,

00:06

you'll be able to collaborate a revit project model to the common data environment,

00:11

adhere to naming conventions and standards,

00:14

open a Workhad central model in RIT,

00:17

synchronize local changes back to the central

00:20

model on the common data environment,

00:22

and check for and download changes made by other project team members.

00:28

The RIP project stored on the common data environment is known as the central model.

00:33

Let's look at a collaboration process from the architect's point of view.

00:37

Opening the RIT project

00:39

directly from Autodesk Construction Cloud

00:42

creates a local copy of the project on your computer.

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You can work in this local copy,

00:47

but you should note that no one else has access to your computer,

00:51

meaning they can't see any changes that you make at this point.

00:55

Big projects require many people working on the same project at the same time.

01:00

And to enable this collaboration,

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others in your office and your team

01:05

can open the central model at the same time

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and work in their own local copies of the

01:10

project on their computer while you work in yours.

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They may be working on the external walls or other areas

01:17

of the project while you work on the internal walls.

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Regularly you will save your changes back to

01:23

the central model on the common data environment

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and in RVI this is called synchronize with Central.

01:31

Updating the central model with any changes you've made in your computer

01:35

so that the version on the CDE is up to date and combining all the changes such as here,

01:41

the internal and external walls have been updated.

01:44

Then once everyone has synchronized just as you began,

01:48

you can.

01:49

Load the latest model,

01:51

including all of the new work and changes made by the entire team.

01:54

When the architecture team has finished their task,

01:57

they share the latest model to a shared area on the common data environment where all

02:02

of the teams can access it and use it in their own work in progress models.

02:09

To collaborate a work shared central model to the common data environment,

02:14

start by opening RVI.

02:16

Open this applied datasetrevI project model.

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Before you can collaborate,

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first you need to save the model to your computer.

02:25

Good practice would be to create a folder for this course and save within the folder

02:30

on the ribbon

02:31

on the file tab,

02:33

click Save as.

02:35

And click Project to save as a revve project file.

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Navigate to the folder you wish to save in,

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and for now use Test for the file name.

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You'll get to see what happens when a file does not meet a set naming standard.

02:50

And click save to save the file to your computer.

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Now think,

02:55

if you were working with someone else in your school,

02:58

your company,

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whether in the same room or another part of the world,

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how would you share this file with them?

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Historically,

03:06

that may have been done via email.

03:08

In this example,

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you'll work for the company that has a naming standard applied to the folder.

03:13

And in this example,

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that is either the lead appointed party or the contractor company.

03:20

To create a Workhad central model on the CDE,

03:23

that's what allows you to work collaboratively with the others in your team

03:27

on the ribbon,

03:29

on the collaborate tab,

03:30

and on the manage collaboration panel,

03:33

click collaborate to begin the process.

03:36

Here Revit displays a prompt asking you how would you

03:39

like to collaborate and providing you with two options.

03:42

Option 1 within your network.

03:45

And option 2 in the cloud.

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When using Autodeskrevit,

03:49

choosing the right work sharing method can make all

03:51

the difference for your team's productivity and collaboration.

03:54

Let's quickly explore the differences between traditional

03:57

Revit work sharing and cloud work sharing.

04:01

While rev work sharing within your network is easy to set up

04:05

and your school or company may already have the equipment that you need,

04:08

such as a local area network and file servers,

04:12

there are some potential downsides to using the

04:14

feature versus work sharing in the cloud.

04:17

For example,

04:18

it can result in messy communication and people working with old versions of a file

04:23

if you need to share data with people outside of your company or school.

04:27

This is usually done by emailing files back and forth and can often require

04:32

the same file being emailed to multiple people taking up your time requesting,

04:37

waiting for,

04:38

and emailing files.

04:40

With traditional rev work sharing,

04:42

your central model is stored on a local server in your school or company office.

04:47

Team members create local copies of this

04:49

central file on their individual computers.

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Make those changes to the model and synchronize these

04:55

changes back to the central model when it's done.

04:57

It is simple and effective for small teams.

05:00

Cloud work sharing,

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on the other hand,

05:02

moves your central model onto the Autodesk construction cloud,

05:06

and everyone from the internal teams to the external consultants

05:10

can securely access and collaborate on the

05:12

model from anywhere with an internet connection,

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ensuring everyone works with the latest versions and streamlines communication.

05:20

Access permissions allow people to access the

05:22

folders and files they need for themselves,

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removing the need to request a copy of a file

05:27

which reduces wasted time waiting on the file being emailed.

05:31

This does,

05:32

however,

05:32

require more set up at the beginning of the project with folders and permissions

05:37

set up as people are invited to the cloud project on Autodesk Construction cloud.

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In the collaborate dialog box,

05:45

click in the cloud

05:46

to specify that this will go to the Autodesk construction cloud.

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Click OK.

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In the accounts and project area,

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click the project that you want to collaborate to,

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select the company,

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and then,

06:01

if available,

06:02

the work in progress folder.

06:05

Again,

06:05

enter test for the file name and click save.

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Click close

06:13

and finally click close to close the Revit project.

06:17

As the folder in ACC has a naming standard applied,

06:21

check if your file name conformed to the standard.

06:24

In your web browser,

06:25

navigate to the Autodesk Construction cloud and access your project.

06:30

In docs,

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files,

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navigate to the folder where you collaborated your file.

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It appears empty.

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This is as a result of improper naming.

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It does not meet the project naming standard as defined,

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and you will see in the holding area an alert alerting you to an issue with the file.

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Click holding area to access it.

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And click validate to begin validating the file.

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To address the improper naming,

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enter the following for project,

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enter PRJ

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For the originator,

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click

07:15

con to specify that this is the contractor file.

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For functional breakdown,

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click Z Z.

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That specifies that this is all of the model and

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it hasn't been split into individual volumes or buildings.

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In spatial breakdown,

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click ZZ

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again to specify that this is all of the model

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and it hasn't been split or contains individual levels.

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In the form field,

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click M3

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to specify that this is a native 3D Revit project model.

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For discipline,

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click A to specify that this is an architectural model.

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For number,

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enter 0001.

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This is the first time that this sequence of fields has been used in this folder.

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You can also assign metadata to the file name.

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Click status

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and click S0.

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You're communicating with others who can see that this file is a work

08:20

in progress file and should not be shared externally with other stakeholders yet.

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In other words,

08:25

it isn't finished and can be shared with people in your

08:28

company or team who are working together to complete it.

08:32

In classification field,

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begin to type architect's model and click to select the code from the list.

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And this completes the naming of the file,

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including metadata.

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Click save to complete the process,

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and the file appears in the correct folder.

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And notice after the file name,

08:51

there is a small symbol indicating that this is a work shared cloud model.

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This means multiple people can work in this project model at the same time,

08:60

assuming they have the relevant access to see and edit it.

09:03

Now you and your team have a central model.

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To open this Work shared cloud model,

09:09

everyone would do the same.

09:10

You open this via Rvvit.

09:13

Back in Rvvit,

09:14

if you've not done so,

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click Close to close the revvit project.

09:18

On the left hand side of the interface,

09:21

click Autodesk Projects.

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You may need to select your Autodesk account and project.

09:27

Navigate to the folder containing your Work shared central model.

09:32

And pay attention to the published status.

09:35

If this says update available,

09:37

you may not be working with the latest version,

09:40

and the BIM manager

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or others with the permission to do so should publish this at set times.

09:46

To open the file on your computer,

09:48

click the file name,

09:50

and this is now a local copy of that project model.

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Remember,

09:55

no one can see any changes that you make until you and everyone

09:58

else working on the model synchronize back to the common data environment.

10:04

To do this

10:05

on the ribbon in the collaborate tab,

10:08

and on the synchronize panel,

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click synchronize with Central.

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Click OK to synchronize your local model with

10:17

the Workhad central model in the cloud.

10:19

If others are working on the project model at

10:22

the same time and they also synchronize their changes,

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then you will need to reload the latest model from the common data environment.

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To do this,

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click Reload Latest,

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and Revvi reloads any changes to your model made

10:36

by others in your team onto your computer.

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In this example,

10:40

there are no changes.

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However,

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if others were working with you on this model,

10:44

then you would see the changes now on your screen.

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This continuous process of synchronizing and reloading keeps

10:51

the team aligned and the project progressing.

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Click relinquish all to relinquish anything owned

10:58

by you and finish by closing your project

11:01

on the Rev at home screen.

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Refresh the page.

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You may see that an update is available to the model.

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This would be done by certain people and is controlled by permission settings,

11:12

possibly the BIM manager or a BIM coordinator from your team.

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By using published latest,

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you and your team ensure that all project stakeholders,

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including those without revva access,

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are working with the most up to-date information.

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Finally,

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acting as a BIM manager,

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click the three dots to expand the menu

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and select Publish Latest to publish the latest

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version of the model and complete the process.