Use the Copy/Monitor process and features

00:04

in this video,

00:05

you'll learn how to specify the copy monitor options and

00:09

then copy and monitor elements from a linked model.

00:14

You will also see how to perform a coordination. Review

00:28

the copy monitor tools work great when you have elements in

00:32

a linked model that you also need in your host model

00:37

rev.

00:37

It can copy those elements into the host model

00:41

and then monitor any changes that may occur.

00:45

Let's take a look at how this works.

00:48

To begin switch to the collaborate tab,

00:51

then in the coordinate panel,

00:54

expand the copy monitored button.

00:57

There are two options here.

00:59

Use current project

01:01

and select link

01:03

for this example, click select link,

01:08

then select the linked model.

01:11

When you do

01:13

rev it goes into copy monitor mode

01:16

to begin on the contextual ribbon tab in the tools panel,

01:21

click options.

01:24

This opens the copy monitor options, dialog

01:28

here, you can control the options for levels,

01:32

grids,

01:33

columns,

01:34

walls and floors.

01:38

You can choose a new type for each original type.

01:43

As you can see in the table.

01:45

The original type is listed on the left and the new type is listed on the right.

01:51

You can expand the drop down in the new type field and choose a new

01:56

type to use for each original type or you can select don't copy this type.

02:03

Additionally,

02:05

for each of the options,

02:07

there are additional copy parameters at the bottom.

02:11

For example, for levels you can specify and offset for the level,

02:16

you can also choose to reuse levels with the same

02:19

name and you can specify an option for reusing matching levels

02:25

and you can also add a suffix or a prefix to the level names.

02:31

There are similar options for each of these

02:34

and you can specify all of those and then click OK

02:38

to close the copy monitor options, dialog.

02:42

Next click coordination settings.

02:45

To open the coordination settings, dialog

02:49

here, you can specify the options for several other categories,

02:54

such as air terminals, communication devices, data devices and many more.

03:01

For this example, select lighting fixtures,

03:05

you can control the copy behavior and the mapping behavior.

03:11

The copy behavior can be set to allow batch copy,

03:15

which means that you can use the batch copy

03:18

tool to copy all elements in that category.

03:23

You can set it to copy individually where you

03:27

can just copy individual elements at a time.

03:29

Or you can choose to ignore the category altogether.

03:34

For lighting fixtures, choose allow batch copy.

03:39

Then for the mapping behavior you can choose to

03:42

copy the original type or specify type mapping.

03:47

When you choose specify type mapping,

03:50

a type mapping option appears below the category.

03:54

And then when you select that you see a similar table two as you saw before,

03:59

you can choose a new type to use for each of the original types in the linked model.

04:07

You can choose to copy the original type.

04:10

You can choose to not even copy the type or you

04:14

can select a type that is loaded into your host project.

04:21

For this example, I'll leave each one set to copy original type.

04:27

But as you can see you can get very detailed

04:31

in how you copy all of the various family types

04:37

for this example click save and close.

04:42

Now you can use the copy tool to copy elements individually.

04:48

And so we'll start with the grids, click copy

04:51

and then in the options bar, select multiple

04:55

and then press control and select all of the grids

05:01

if needed. You can click the filter button to filter out additional elements

05:07

that may have been selected.

05:10

For example,

05:11

I'll filter out the walls and make sure that just the grids are selected.

05:14

And click. Ok.

05:16

And now with the grid selected

05:18

I will click finish on the options bar

05:21

and what I do

05:23

the grids are copied and you can also see monitor icons in the drawing area.

05:29

That means that each grid is now monitoring

05:32

the grid in the linked model.

05:36

I'll deselect the grids

05:39

and then I'll switch to the south elevation view

05:43

here. I have level one and level two in the host project.

05:48

So instead of copying them I can just monitor

05:52

the levels in the link using the existing levels.

05:57

So I'll click monitor

06:00

and then I can select A level in the host project

06:04

and then a level in the link.

06:07

And now you can see the monitor icon again.

06:10

I'll do the same thing for level one

06:13

And we're now monitoring level one

06:16

and level two.

06:18

I'll click finish to finish the copy monitor operation.

06:24

Next I'll open the level one ceiling plan view and

06:28

we can see lighting fixtures in the linked model.

06:34

I'm going to activate the copy monitor tool again by expanding

06:37

copy monitor and clicking select link and then I'll select the link

06:42

and remember we set the lighting fixtures category to allow batch copy.

06:48

So when I click batch copy on the contextual ribbon tab rev,

06:54

it will then batch copy the lighting fixtures

06:57

and rev it displays the fixtures found dialogue and gives us an opportunity to

07:03

go back and specify the type mapping if we haven't done so already.

07:08

If you need to you can click specify type mapping,

07:11

behavior and copy fixtures or if you already have click copy the fixtures

07:19

and when you do

07:20

rev it will copy all of those fixtures

07:24

as well as begin monitoring them

07:28

in this case since we copied the same type rev

07:31

it is renaming the type and we see a warning

07:34

stating that fact I'll click in blank space

07:38

and now when I hover over a lighting fixture

07:41

I can select it because it's now in the host model and there's now a monitor icon.

07:47

I'll click finish again

07:50

and now let's take a look at what happens when there are changes

07:58

when you are monitoring elements in a linked model

08:03

and you open up your host model,

08:05

you may get a dialogue like this stating that

08:08

an instance of a link needs a coordination review.

08:12

You can click OK. And your model will open

08:17

and then to perform the coordination review switch to

08:20

the collaborate tab and in the coordinate panel,

08:24

expand the coordination review button and click select link,

08:29

then select the linked model.

08:32

When you do

08:33

the coordination review dialogue will open

08:36

and this will show you

08:38

the elements that are no longer in the same position

08:43

in terms of the elements that you are monitoring in the linked model.

08:49

So here we can see that there are lighting fixtures and as

08:53

we continue to expand these branches we can see the specific elements that

08:59

are in question and when I select one of the listings it'll actually

09:04

highlight in the model and I can zoom in on that area.

09:09

So here we can see that there is a lighting fixture in our host model that's

09:14

monitoring a lighting fixture in the link and

09:17

the lighting fixture in the link has moved.

09:21

Now we can choose an action to take and when we

09:24

click in the action field and expand the drop down,

09:27

you can see the available options.

09:29

We can choose to postpone the action and say we're going to deal with it later.

09:35

We can reject it altogether or we can accept the difference

09:40

or we can move the instance of the fixture or we can

09:46

move the instance in our host model to match that in the link

09:50

for example, I'll choose to move each instance

09:55

and additionally, if you wanted, you can add a comment to keep additional notes.

10:01

Now, when I click apply,

10:03

you can see the lighting fixtures in our host model

10:07

move to match those in the link,

10:10

and then we can click OK to close the coordination, review dialogue.

10:16

So,

10:16

as you can see the copy monitor tools are a

10:20

great way to copy elements in a linked model and

10:24

place them in your host model and then track any

10:28

future changes so that you are aware of that.

Video transcript

00:04

in this video,

00:05

you'll learn how to specify the copy monitor options and

00:09

then copy and monitor elements from a linked model.

00:14

You will also see how to perform a coordination. Review

00:28

the copy monitor tools work great when you have elements in

00:32

a linked model that you also need in your host model

00:37

rev.

00:37

It can copy those elements into the host model

00:41

and then monitor any changes that may occur.

00:45

Let's take a look at how this works.

00:48

To begin switch to the collaborate tab,

00:51

then in the coordinate panel,

00:54

expand the copy monitored button.

00:57

There are two options here.

00:59

Use current project

01:01

and select link

01:03

for this example, click select link,

01:08

then select the linked model.

01:11

When you do

01:13

rev it goes into copy monitor mode

01:16

to begin on the contextual ribbon tab in the tools panel,

01:21

click options.

01:24

This opens the copy monitor options, dialog

01:28

here, you can control the options for levels,

01:32

grids,

01:33

columns,

01:34

walls and floors.

01:38

You can choose a new type for each original type.

01:43

As you can see in the table.

01:45

The original type is listed on the left and the new type is listed on the right.

01:51

You can expand the drop down in the new type field and choose a new

01:56

type to use for each original type or you can select don't copy this type.

02:03

Additionally,

02:05

for each of the options,

02:07

there are additional copy parameters at the bottom.

02:11

For example, for levels you can specify and offset for the level,

02:16

you can also choose to reuse levels with the same

02:19

name and you can specify an option for reusing matching levels

02:25

and you can also add a suffix or a prefix to the level names.

02:31

There are similar options for each of these

02:34

and you can specify all of those and then click OK

02:38

to close the copy monitor options, dialog.

02:42

Next click coordination settings.

02:45

To open the coordination settings, dialog

02:49

here, you can specify the options for several other categories,

02:54

such as air terminals, communication devices, data devices and many more.

03:01

For this example, select lighting fixtures,

03:05

you can control the copy behavior and the mapping behavior.

03:11

The copy behavior can be set to allow batch copy,

03:15

which means that you can use the batch copy

03:18

tool to copy all elements in that category.

03:23

You can set it to copy individually where you

03:27

can just copy individual elements at a time.

03:29

Or you can choose to ignore the category altogether.

03:34

For lighting fixtures, choose allow batch copy.

03:39

Then for the mapping behavior you can choose to

03:42

copy the original type or specify type mapping.

03:47

When you choose specify type mapping,

03:50

a type mapping option appears below the category.

03:54

And then when you select that you see a similar table two as you saw before,

03:59

you can choose a new type to use for each of the original types in the linked model.

04:07

You can choose to copy the original type.

04:10

You can choose to not even copy the type or you

04:14

can select a type that is loaded into your host project.

04:21

For this example, I'll leave each one set to copy original type.

04:27

But as you can see you can get very detailed

04:31

in how you copy all of the various family types

04:37

for this example click save and close.

04:42

Now you can use the copy tool to copy elements individually.

04:48

And so we'll start with the grids, click copy

04:51

and then in the options bar, select multiple

04:55

and then press control and select all of the grids

05:01

if needed. You can click the filter button to filter out additional elements

05:07

that may have been selected.

05:10

For example,

05:11

I'll filter out the walls and make sure that just the grids are selected.

05:14

And click. Ok.

05:16

And now with the grid selected

05:18

I will click finish on the options bar

05:21

and what I do

05:23

the grids are copied and you can also see monitor icons in the drawing area.

05:29

That means that each grid is now monitoring

05:32

the grid in the linked model.

05:36

I'll deselect the grids

05:39

and then I'll switch to the south elevation view

05:43

here. I have level one and level two in the host project.

05:48

So instead of copying them I can just monitor

05:52

the levels in the link using the existing levels.

05:57

So I'll click monitor

06:00

and then I can select A level in the host project

06:04

and then a level in the link.

06:07

And now you can see the monitor icon again.

06:10

I'll do the same thing for level one

06:13

And we're now monitoring level one

06:16

and level two.

06:18

I'll click finish to finish the copy monitor operation.

06:24

Next I'll open the level one ceiling plan view and

06:28

we can see lighting fixtures in the linked model.

06:34

I'm going to activate the copy monitor tool again by expanding

06:37

copy monitor and clicking select link and then I'll select the link

06:42

and remember we set the lighting fixtures category to allow batch copy.

06:48

So when I click batch copy on the contextual ribbon tab rev,

06:54

it will then batch copy the lighting fixtures

06:57

and rev it displays the fixtures found dialogue and gives us an opportunity to

07:03

go back and specify the type mapping if we haven't done so already.

07:08

If you need to you can click specify type mapping,

07:11

behavior and copy fixtures or if you already have click copy the fixtures

07:19

and when you do

07:20

rev it will copy all of those fixtures

07:24

as well as begin monitoring them

07:28

in this case since we copied the same type rev

07:31

it is renaming the type and we see a warning

07:34

stating that fact I'll click in blank space

07:38

and now when I hover over a lighting fixture

07:41

I can select it because it's now in the host model and there's now a monitor icon.

07:47

I'll click finish again

07:50

and now let's take a look at what happens when there are changes

07:58

when you are monitoring elements in a linked model

08:03

and you open up your host model,

08:05

you may get a dialogue like this stating that

08:08

an instance of a link needs a coordination review.

08:12

You can click OK. And your model will open

08:17

and then to perform the coordination review switch to

08:20

the collaborate tab and in the coordinate panel,

08:24

expand the coordination review button and click select link,

08:29

then select the linked model.

08:32

When you do

08:33

the coordination review dialogue will open

08:36

and this will show you

08:38

the elements that are no longer in the same position

08:43

in terms of the elements that you are monitoring in the linked model.

08:49

So here we can see that there are lighting fixtures and as

08:53

we continue to expand these branches we can see the specific elements that

08:59

are in question and when I select one of the listings it'll actually

09:04

highlight in the model and I can zoom in on that area.

09:09

So here we can see that there is a lighting fixture in our host model that's

09:14

monitoring a lighting fixture in the link and

09:17

the lighting fixture in the link has moved.

09:21

Now we can choose an action to take and when we

09:24

click in the action field and expand the drop down,

09:27

you can see the available options.

09:29

We can choose to postpone the action and say we're going to deal with it later.

09:35

We can reject it altogether or we can accept the difference

09:40

or we can move the instance of the fixture or we can

09:46

move the instance in our host model to match that in the link

09:50

for example, I'll choose to move each instance

09:55

and additionally, if you wanted, you can add a comment to keep additional notes.

10:01

Now, when I click apply,

10:03

you can see the lighting fixtures in our host model

10:07

move to match those in the link,

10:10

and then we can click OK to close the coordination, review dialogue.

10:16

So,

10:16

as you can see the copy monitor tools are a

10:20

great way to copy elements in a linked model and

10:24

place them in your host model and then track any

10:28

future changes so that you are aware of that.

Video quiz

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Step-by-step guide

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