Use copy and monitor

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In this video, we will cover specifying coordination settings and copying and monitoring elements.

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In some projects, the architect controls the location of certain components, such as lighting fixtures.

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In Revit you can use the copy monitor tools to help with this workflow.

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Let's take a look at how this works on the collaborate ribbon, in the coordinate panel,

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you can expand the copy monitor button to see the copy monitor tools, but first click Coordination Settings.

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In the coordination settings dialog you can control how the components are copied from the architectural model or really from any link Rivet model.

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In the apply settings to drop down, you can choose any linked Revit model,

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or you can select new links for these settings to apply to any new linked Revit models.

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Select the architectural link for this example.

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Next you can choose one of the categories that is available in the copy monitor process, select lighting fixtures.

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Then in the behavior area you can control the copy behavior and the mapping behavior.

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For the copy behavior, you can choose to allow batch copy to copy individually or to ignore the category.

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Allow batch copy will allow all of the components belonging to that category to be copied at once.

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When the batch copy tool is used, if you select copy individually, then you can select those components individually in order to copy them.

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Or you can select ignore category and that category will be ignored during the copy monitor process, for this example, select allow batch copy next.

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You can control the mapping behavior which can be set to copy or original, which will copy the original family type.

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Or you can choose to specify type mapping when specify type mapping is selected,

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then a type mapping option appears below the category name, then a table is populated in the behavior area.

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And you can see there's two columns in linked model and you can see the families and types that are in the architectural model.

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And then in the host model you can control the type mapping copy.

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Original type is the default setting, but you can expand the drop down and then select a family type that is loaded into your host project.

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So what this allows you to do is essentially copy the location of the lighting fixtures or whatever component you're working with,

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and then place your custom family in that location and then Revit will still monitor that location.

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You can also choose to not copy that type.

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And then when you have one of the row selected, you can select length type or host type to open up the type properties, dialog for that specific type,

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for this example switch back to lighting fixtures and then set the mapping behavior to copy original,

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and then click Save & Close now in order to copy and monitor components, switch to the collaborate ribbon.

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And then in the coordinate panel, expand the copy monitor button and you can choose either to select the link or to use the current project,

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for this example, click select link and then select the linked architectural model.

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When you do Revit goes into copy monitor mode and there are several options in the tools panel of the contextual ribbon.

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When you click options, the copy monitor options dialog opens.

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Now it's important to understand that in this dialog you can control the settings for levels, grids, columns, walls and floors.

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Whereas in the coordination settings dialog there were settings for various categories of elements and so you can copy and monitor both.

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And on the MEP side, you'll typically get into this dialogue to look at the settings for levels or grids.

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So you can also copy and monitor levels and then specify a type to use based on the types that are in the architectural model.

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I'll click Cancel and then you'll also notice that the coordination settings can be accessed here as well.

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Then you can select copy in order to copy components individually,

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so if any of them were set to – for copy individually, then you would use the copy tool.

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You can also choose to establish a monitoring relationship and you would use the monitor tool here.

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For this example, we'll use batch copy since we set lighting fixtures to allow batch copy, click batch copy and then a fixtures found dialog appears,

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and Revit is simply asking if we want to specify the type mapping behavior before we do this.

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And since we've already looked at that, click Copy The Fixtures.

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Revit will then begin the process of copying the lighting fixtures from the architectural model into the host model.

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And depending on the size of the project and the number of components that will determine how long this takes.

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So once it finishes, you can hover over the components and see that they are now in the host model,

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and you can continue copying components ah for this example, click Finish.

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Once again, the components are now placed in the host model,

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and when you select one of those components, you can see that there is a monitor icon that appears.

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So that means that the component in the host model is monitoring a component in the link.

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In the if you wish to discontinue this, you can click Stop Monitoring in the contextual ribbon.

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If there's an update in the architectural model, in other words, if one of these monitored components moved, then you'll see a warning,

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and also if it moves in the host model, for example, if I nudge it to the right, then a warning will appear,

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and it says that there's a coordination monitor alert so then we can use perform a coordination review,

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so on the collaborate ribbon in the coordinate panel, expand coordination review and click Select Link,

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and then select the linked architectural model and the coordination review dialog appears and any changes will appear in this dialogue,

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and as you can see here is one listing for the relative position of two fixtures has changed,

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and when I expand that listing, I can see the elements that are in question here that where there is a difference,

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and in the action column I can expand the drop down and I can choose to postpone any action.

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Or I can simply reject it.

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Or I can accept the difference.

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And lastly, I can choose to move the instance in the host model, so if I move this to the side, I'll select move instance and then click Apply,

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and then the fixture in the host model updates to match that in the link.

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And so once again, if there is a change in the architectural model or in the host model,

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you'll need to perform a coordination review to get those matched up.