Link Revit Data to Excel

Link Revit Data to Excel

While Revit offers a variety of tools to manage your projects, it might still leave you craving some of the functionality that an Excel spreadsheet offers. For example, you could use Excel to copy values to multiple cells or add in more advanced formulas. This would allow you to work with multiple pieces of data at once, rather than double-handling your data. It could also reduce the occurrence of manual errors and save you a significant amount of time.

Unfortunately, there isn’t an automatic Revit-Excel sync built into either program, but don’t worry, we have some options for you. In this article, we will share different ways that you can link Revit data to Excel.

Export Revit Data to Excel

For straightforward data, such as room schedules and drawing lists, you could create a Revit schedule and export it to Excel. However, keep in mind that any changes that you make in Excel will not automatically sync with Revit. You would have to manually update Revit with those changes or pursue other avenues of automation using an add-in or Dynamo.

Link Revit to Excel Using an Add-In

There are a few add-in options that would allow you to pull data from Revit into Excel and then easily push the revised data back to Revit. Some popular options include Ideate BIMLink and GRAITEC PowerPack. These plugins could save you a significant amount of time because you can quickly sync between Revit and Excel, rather than manually importing/exporting data.

Keep in mind that these add-ins do cost money, but they also come with additional features such as macro templates, removing duplicate type marks, creating placeholder sheets, controlling and managing manage global parameters, and so on.

Writing Code to Connect Revit and Excel

If you’d rather not invest money in an add-in tool to link Revit and Excel, you could write some code for it. This takes more expertise (and time), but it’s certainly an option. You could write a parameter exporter to connect Revit and Excel (here is a parameter exporter macro tutorial to help you get started).

Link Revit and Excel Using a Dynamo Script

Another free option for connecting Revit and Excel is by using a Dynamo Script. Dynamo is an open-source Revit Add-in that you can download for free. Those of you already familiar with programs such as Grasshopper would easily adapt to the Dynamo add-in. You can use Dynamo to graphically structure a workflow to allow you to edit a Revit model from Excel. Here is a tutorial to walk you through this setup.

Conclusion

So there you have it! It’s absolutely possible to reap the benefits of Excel when working with your Revit projects. The option best for you is the one that aligns with your time and budget as well as the complexity of your project.

Linking Revit to Excel is one of the many ways you can get the most out of Revit. If you’re interested in further maximizing your BIM investment, UNIFI can help you with your BIM content and data management strategy. Visit our solutions page to learn more or contact us for a free demo today

Revit 2020.2

Revit 2020.2: Our Favorite Features

Last month, Autodesk rolled out just a few updates to Revit 2020.2 which improve an already robust BIM application.

Included in the Revit 2020.2 release are new Dynamo nodes for structural modelingupdates to the fly mode, and even updates to the display of linked BIM360 models. Although these features are helpful in automation and improve the user experience, we are particularly excited about a few updates that improve the way users manage BIM data.

Updates to Schedule Views in Revit 2020.2

Schedules are arguably one of the most import features in Revit; they allow users to review, modify, and even print the data within a model in a tabular view. Autodesk has left this critical feature of Revit with much to be desired in terms of user interface for several versions (which equates to over a decade).

Well, we have good news! The Revit 2020.2 update includes a few updates that should make managing data in schedule views a little less painful.

Freeze the Header Row

Schedules with dozens or even hundreds of rows are not uncommon in large projects. Since the interface to schedules have not been updated in several versions now, these large schedules have always been difficult to navigate.

One of the issues when working with large schedule views is that been that the header row disappears off the screen while scrolling, making it difficult to know which columns are which. This has been remedied in Revit 2020.2 with the ability to freeze header rows of schedules in a similar way to what most users are accustomed to from working in Excel.

Revit 2020.2Highlight Rows

In regards to data management, another user interface enhancement in Revit 2020.2 is the highlighting of active rows in Revit. This might be a trivial feature to some, but it is definitely a major UI improvement when working with large schedules with several columns.

Similar to the issue with several rows in a large schedule, several columns have also been challenging because schedule views have always only highlighted a single cell at a time. In Revit 2020.2, the entire row is now highlighted in a schedule view, making it easier to review the data of an entire row.

Revit 2020.2Improvements to Electrical Panel Schedules

Electrical panel schedules are a special type of schedule in Revit. They do not follow the typical format of schedules by allowing users to add fields and filters, but rather are specifically generated for electrical panels. This has additional challenges when managing data from a panel schedule view. Autodesk has made a significant improvement towards making panel schedules easier to work with in Revit 2020.2.

Each circuit on a panel schedule includes a field for the circuit description, which has typically been a manually typed field which has always been challenging to manage at scale. In Revit 2020.2, users can now display combined parameters in place of a circuit description. This means more leverage of BIM data and less manual data entry, which of course means less risk for errors or mismatched information.

In addition, users can now review and edit these parameter values directly in the properties pane while in the panel schedule view.

Revit 2020.2Conclusion

Although these are just a few of the minor updates included in Revit 2020.2, they will undoubtedly make it easier to review and manage the data within Revit models while in schedule views. Happy Reviteering!

VIATechnik and UNIFI Team Up to Help AEC Industry Leverage UNIFI APIs for Custom Software Development

Las Vegas, NV,  December 2019 – UNIFI Labs has grown exponentially across all aspects of our business this year. This involves significant enhancements to our product offerings, including the release of our Project Analytics and Content Management APIs, which enable users to customize UNIFI to derive the data and functionality needed to optimize their unique BIM workflows and internal design technology stacks. In an effort to empower UNIFI customers to get the most out of our API offerings, we’re proud to announce we’ve joined forces with VIATechnik, the global leader in VDC consulting and experts in custom development software, to  help UNIFI customers leverage our APIs for their unique BIM workflow needs.  

The potential customizations available through UNIFI’s APIs are innumerous and offer significant ROI in terms of time and money to customers who leverage them in collaboration with a qualified partner, like VIATechnik. A few noteworthy use cases include programmatically managing data within Revit families, adding, removing, and modifying shared parameters and their value in batch, ensuring Revit families are up to date with company standards, reviewing historical BIM data, generating a changelog for Revit, and much more.  The VIATechnik team is fully committed to understanding the needs and desires of UNIFI customers and enabling them to utilize our API offerings accordingly. 

Danielle Dy Buncio, CEO of VIATechnik explains the power of the UNIFI partnership. “There is a proliferation of construction technology in the AECO space today, but it will be integration of these ideas that will create a positive disruptive force in the industry.” She continued, “We believe that UNIFI’s BIM content management platform along with VIATechnik’s BIM data insights and analytics capabilities will unlock the value that the BIM data provides and benefit a much broader set of stakeholders than the traditional BIM user group. We are excited to align ourselves with other leaders in the space, together working to create a better built environment.” 

Dwayne Miller, CEO and Co-Founder at UNIFI Labs echoes Danielle’s excitement, “We are really excited to announce the VIATechnik UNIFI partnership.  Both UNIFI and VIATechnik strive to ensure we journey with our customers and help them get the most out of their technology investment.  As a cloud-based software company, our goal at UNIFI is to ensure we deliver value to as many customers as possible. Due to our user base’s diversity and the unique nature of their respective technology stacks and project workflows, we’ve experienced that the need for customization is increasingly at the forefront of our conversations with customers. The release of our API earlier this year was a critical step forward in supporting customization and providing more flexible access to the power of our platform.” Dwayne added,  “Our partnership with VIATechnik represents the next step forward in providing our customers with the expertise they require to enable customization in the context of the unique ways each company leverages technology and integrates UNIFI to increase velocity and advance their business. VIATechnik’s incredible experience and deep domain expertise will help our customers realize the full benefit of our APIs and the power of the UNIFI platform.” 

Interested in utilizing the VIATechnik help you take advantage of UNIFI’s API offerings to enhance your BIM technology investment? Contact us today at sales@unifilabs.com or 702-834-5525. 

About VIATechnik 

VIATechnik is a global leader in virtual design and construction (VDC) consulting, implementation and education. Since our founding in 2012, VIATechnik has worked on over 2000 projects globally, covering over 180 million square feet. We have extensive experience on commercial, infrastructure, industrial, healthcare, educational, airport, data center, and residential projects. Our mission is to transform the analog world of design, construction, and operations of buildings and infrastructure into a digital platform, enabling efficient design, industrialized construction, and a digital real estate service model. Through this transformation, we believe we can solve the world’s housing and infrastructure challenges, deliver spaces that nurture life, commerce, and relationships. For additional information please call 773-340-1690, email tyler.gancarz@viatechnik.com or visit us at viatechnik.com. 

About UNIFI Labs 

UNIFI Labs is the global leader in cloud-based BIM content and data management. Our essential data platform delivers a Better BIM experience by helping users navigate the DARK BIM. Hundreds of brands trust UNIFI for their BIM content/data management needs, including  Interior Architects, KaterraStantec, HOK, Legrand, and Pella. For a free demo of UNIFI contact us at sales@unifilabs.com or visit us at www.unifilabs.com  

Benefits of the BIMsmith Integration for UNIFI Users

Did you know that UNIFI Pro users have access to hundreds of brands for manufacturer BIM content through manufacturer channels directly in the desktop application? We make it easier for users to find and load quality Revit families from leading brands such as Legrand, Herman Miller, Grundfos, Knoll, Mitsubishi Electric, Zurn, and more.

Last week, we announced the addition of a new partner, BIMsmith, which provides hundreds of new content to our users. BIMsmith is one of the leading websites which provides a robust product database for building professionals who are looking for BIM content to add to their projects.

BIMsmith

BIMsmith content is now as easier to find and load into projects.

By using UNIFI Pro, users no long need to download Revit families and CAD blocks through their web browser. With a single click, UNIFI downloads the content from the cloud and loads it into your current project.

UNIFI’s intuitive search functionality allows users to find content by keyword or parameter value. By selecting any number of BIMsmith’s channels, you now have the ability to find Revit families across multiple manufacturers inline with your firm’s internal assets.

BIMsmith

Improved Visibility of BIMsmith Parameter Data

Within UNIFI Pro, users will now have the ability to review the parameter data within BIMsmith’s Revit families without the need to download or open the family in Revit. All parameters and their values are visible directly in the UNIFI Pro application.

BIMsmith Content is Now Available in UNIFI Pro

For current customers, the BIMsmith content is available at no charge today. Simply navigate to your subscriptions page in the web portal and scroll down to the BIMsmith section to subscribe to each manufacturer channel as desired. Once you’ve subscribed to the desired channels, your team will have the ability to find and use BIMsmith content in their projects.

If you’re not a current customer and want to learn more about implementing UNIFI Pro at your firm, please contact sales@unifilabs.com.

BIMsmith and UNIFI Integrate to Enhance AEC Industries Access to Manufacturer Content

Las Vegas, NV, November 2019 – UNIFI Labs is proud to report on a year of accelerated growth. We’ve achieved many key milestones in 2019, including a 98% customer retention rate and surpassing 10,000 monthly active users on our platform. We attribute these achievements to our commitment to journeying with our customers on the path to Better BIM, consistently placing our customers’ needs, goals, and experience at the forefront of our focus. In order to further support our goal of enabling our customers to get the most out of their investment in the UNIFI platform, we’ve joined forces with BIMsmiththe leading product database for building professionals, to provide an expansive new collection of BIM content resources to UNIFI customers 

As a result of this partnership, the extensive selection of BIM content from the world’s leading building product manufacturers hosted in BIMsmith Market is now available at no additional charge to UNIFI’s AECO customers through UNIFI Connect.  Access to quality, accurate BIM content and data continues to be one of the leading inhibitors keeping design firms from realizing the full ROI of their investment in BIM workflows and technologies. Through our integration with BIMsmith, not only will UNIFI customers have access to an increased amount of manufacturer BIM content, they’ll also greatly benefit from the real-time sync of content data between our two platforms which ensures that the latest and most accurate building manufacturer product data is being placed in their projects.  

For the manufacturers who make their content available on BIMsmith’s platform, the process of loading the Revit families they’ve created into a project is greatly streamlined for AECOs accessing the content via the UNIFI add-in, as a modeler will no longer be required to download and load families into a project. BIMsmith’s manufacturers will benefit from increased exposure, as their products will be available to the leading design firms leveraging UNIFI as their single source of approved BIM content, including Stantec, HDR, IA and HOKBenjamin Glunz, CEO of BIMsmith said, “The building design community has so much to gain when we put out heads together. We’re thrilled to work with UNIFI to offer building professionals faster, more reliable product data.”   

Dwayne Miller, CEO and Co-Founder at UNIFI Labs added, “From our first interaction it was clear we share a common ethos, as both BIMSmith and UNIFI come from the domain and have intimate context for the challenges our customers face.” Dwayne continued, “Coming together was very natural and as partners we can provide more value to the industry we collectively serve. We are excited to work together to help our constituents accelerate delivery and increase velocity in their BIM journey.” 

Interested in learning more about BIMsmith? Please call (224) 505-4246 or visit www.bimsmith.com. To learn how to access BIMsmith’s content in UNIFI and try out the rest of our platform features, please visit our blog post contact us at sales@unifilabs.com 

About BIMsmith® 

BIMsmith, the leading cloud-based building product discovery and selection platform, cultivates global business-to-business relationships between building industry professionals and building product manufacturers. Through direct integration of real product data into the BIM workflow, BIMsmith continues to shape the future of building science technology, placing its clients at the forefront of BIM innovation while addressing the true needs of industry professionals. Learn more about BIMsmith at www.bimsmith.com. 

About UNIFI Labs 

UNIFI Labs is the global leader in cloud-based BIM content and data management. Our essential data platform delivers a Better BIM experience by helping users navigate the DARK BIM. Hundreds of brands trust UNIFI for their BIM content/data management needsincluding  Interior Architects, Katerra, Stantec, HOK, Legrand, and Pella. 

Shared Parameter Management

Whether you’re just starting out your Revit journey or a seasoned professional, you’ve most likely worked with shared parameters in some capacity. Almost every Revit user has experienced some level of frustration when working with shared parameters and one of the most difficult hurdles to overcome is the management of the shared parameter files themselves.

Challenges When Working with Shared Parameter Files

Autodesk requires Revit users to create and store their shared parameters in a text file. This text file is a tab-separated values (TSV) file which is structured specifically so that Revit can process the metadata about each shared parameter. This metadata includes globally unique identifiers (GUIDs), names, groups, data types, and more.

The simple fact that we are required to manage these parameters in a plain text file introduces several complications including:

•Sharing this text file with a large group or multiple offices

•Multiple and duplicate text files

•Duplicate or conflicting shared parameters

UNIFI Can Help Manage Your Shared Parameter Text File

The good news is, as of UNIFI Pro 3.4 and Portal 2.11, our users now have the ability to manage the text file which contains their company’s shared parameter definitions. This tool is included with a license of UNIFI Pro at no additional cost.

Shared Parameter ManagementLet’s look at a few ways that this tool can help you maintain your shared parameter file.

Staying Up to Date

We want you to be sure your team has access to the latest and greatest shared parameters easily, so we’ve enabled the ability to “sync” the shared parameters that are defined in the cloud with the shared parameters for each user that are stored locally.

The new Update Shared Parameters button (as of 3.4.0) on the UNIFI tab will display a red badge over the icon to notify your team if there are changes to the shared parameters in the cloud. Simply click this button to download the current shared parameter file from the cloud and point Revit to that local copy.

Shared Parameter Management

Once a user clicks this button, UNIFI Pro will download the updated shared parameter file from the cloud and store it locally on the user’s desktop at C:\Users\CURRENTUSER\AppData\Local\UNIFI Labs\DiscoverClient\. This tool also points your Revit application to the shared parameter file that was downloaded.

Shared Parameter Management

Also note that when viewing shared parameters within Revit, your application is already pointing to the shared parameter file downloaded through the UNIFI add-in.

Shared Parameter Management Catch Conflicting/Duplicate GUIDs

As updates are implemented to the shared parameter file, admins will have the ability to upload a new file. UNIFI will automatically compare the current shared parameters with the shared parameters in the uploaded text file and check for duplicate GUIDs. If any conflicts are found, the Resolve Conflicts window will appear, allowing the uploader to choose which version of each individual parameter should be maintained.

Shared Parameter ManagementUpdate History and Version Control

We’ve given our users an easy way to maintain a historical record of changes to the shared parameters as well. Simply navigate to the Update History tab in Portal and you will see the history of all changes made to the shared parameters.

Hover over any version of the shared parameter file and the actions menu appears which allows admins to download, restore, or delete any version of the shared parameter file. Deleted versions of the text files can be retrieved using the Show Deleted Versions button in the top right of the screen.

Shared Parameter ManagementEditing Parameters

In addition to uploading shared parameters, admins can also edit parameters directly in Portal to rename, change the assigned groups, edit the descriptions and more.

Shared Parameter ManagementCompare Changes Between Versions

As part of a complete change management system, admins also have the ability to see what has changed between two versions of the company shared parameters.

Shared Parameter Management

Select two versions in the Update History to enable the Compare Selected Versions tool. This highlights any shared parameters that have been changed, added, or removed and displays the old (-) and new (+) values of each shared parameter that has been changed.

Shared Parameter ManagementAdditional Features to Come

While this tool already provides value in helping manage your firm’s shared parameters, you can be sure that there are many more features to come in future releases. Our roadmap for this tool includes the ability to create new parameters directly in Portal, define parameter templates, and beyond. Please be sure to subscribe to our blog to get updates on the latest with Shared Parameter Management at UNIFI!

Watts on Connect

Watts is a global leader of high-quality, worldwide water solution technologies. What started with a pressure relief valve in a tiny New England machine shop has paved the way for the breadth of products you see today for residential, industrial, municipal, and commercial settings. Today, Watts family of brands offers one of the most varied product lines in the world, with world-class, water-related solutions focused on drainage, HVAC and hot water, plumbing and flow control, as well as water quality and rainwater harvesting. Because when a need has yet to be met, their people get to work.

The Watts Mission

To improve comfort, safety, and quality of life for people around the world through our expertise in a wide range of water technologies. We strive to be the best in the eyes of our associates, customers, and shareholders.

Over five years ago, Watts made a decision to provide BIM content to their customers for use in their Revit projects. Fast forward to today, and Watts is providing their robust BIM content library on UNIFI’s Connect platform to make it easier for their customers to find and use their Revit families.

What is Connect?

UNIFI Pro offers a streamlined way for Revit users to find families provided by manufacturers through “channels”. By subscribing to channels (at no additional cost), admins enable their entire team to access hundreds of Revit families provided by manufacturers. Once subscribed, users will have the ability to find content from their internal libraries as well as manufacturer channels with a single search.

Data-rich Families on Connect by Watts

As we all know, data is of the utmost importance when building BIM objects and Watts has taken a data-centric approach when building their families. The parameters within the Watts Revit families are usable right out of the box and enables users to perform calculations as needed by using data such as total heating capacity, flow weight, voltage, and weight.

In addition, cut sheets are easily accessible through a URL parameter which links directly to the product data page on aerco.com.

Searching for BIM Content Using Data

One of the benefits of UNIFI Pro is its ability to search through the data encapsulated within Revit families. Imagine that you need to find a 120 volt water heater for your Revit project. Without UNIFI, the term “120v” or similar would need to be in the family name in order users to understand that it is a 120 volt family. With UNIFI Pro, simply search for the keyword “heater” in conjunction with the Search Revit Parameters feature.

Because the Watts families have the proper parameters defined, UNIFI Pro was able to find all 120 volt water heaters easily and without a complex naming convention.

Check Out Watts on UNIFI Connect

If you’re a current UNIFI Pro customer, you can access Watts Revit families at no additional cost. Simply navigate to the subscriptions page on the web portal and subscribe to the Watts channel.

For those of you who aren’t on the UNIFI platform yet, contact us at sales@unifilabs.com to take advantage of the Watts content on UNIFI Connect.

Additional Engineering Resources from Watts

Watts builds tools to help streamline and accelerate your work, ensuring your projects are a success from start to finish. Selexit is their online configurator that helps size, configure, and select products faster. Watts also offers the ATS Spec tool, an online specification information system that connects the design community and their building spec requirements to the latest products. To see more design tools for engineers, visit their Planning page.

Autodesk University 2019: Join Us at Booth AE450

Autodesk University
Autodesk University

It’s that time of the year again! Autodesk University is around the corner and of  the team at UNIFI Labs is working diligently to prepare for one of the biggest events in our industry. Every year over 10,000 professionals from AEC, commercial real estate, industrial design, and entertainment attend AU in Las Vegas.

If you haven’t had the pleasure of attending Autodesk University yet, read on as we cover our top three benefits of attending Autodesk University.

1) Learn: What Works and What Doesn’t?

Autodesk University
Photo Credit: Shaan Hurley

One of the obvious benefits of attending Autodesk University is the knowledge gained from the classroom-style educational sessions.

These sessions cover a wide variety of topics which are typically presented by end-users, which means less product pitches from vendors and more case studies and success stories from project team members. It is always valuable to learn how peers are solving problems, and what better platform to share knowledge than one of the biggest events in our industry?

There are several different sessions at Autodesk University for all types of companies and roles. Design firms, construction companies, building owners, and building product manufacturers can all benefit from the sessions at Autodesk University, so long as you choose wisely. So start digging through the sessions listed on Autodesk.com as soon as possible because space is always limited and the best sessions fill up fast!

2) Network at Autodesk University: Reconnect with Colleagues and Meet New Ones

Autodesk University
Photo Credit: Shaan Hurley

As with any conference, another benefit to attending Autodesk University is the surplus of networking opportunities.

In between the AU sessions, you’ll find yourself bumping into people from all over the world. You might run into colleagues from former companies or influencers that you follow on social media. Ideally, you’ll even make new connections.

However, the time between sessions can be incredibly hectic, so if one of your primary goals at Autodesk University is to network, I would recommend attending as many “after hours” events that you can. Last year, I was fortunate to attend the Sanveo happy hour which was not only an open bar, but a focused group which, to no surprise, were all talking shop about AEC tech, project delivery, and everything else we deal with during our daily grind.

UNIFI also hosts an invite-only happy hour in our private suite every year at Autodesk University as well. We use this opportunity to connect with clients and colleagues while unplugged from the hustle and bustle of Autodesk University. If you have any friends at UNIFI, maybe there’s a chance you can get on the guestlist if you ask nicely! Please contact us here if you’d like to attend. 

If networking is a focal point for you at AU, be sure to be on the look out for after-hours events where business cards will be handed out like hot cakes!

3) Explore: New and Improved Tech at Autodesk University

Autodesk University
Photo Credit: Shaan Hurley

One of my personal favorite attractions at Autodesk University is The Expo. The learning sessions and networking are both engaging in their own ways, but The Expo is where you can be free to explore all of the new technology in our industry. In addition to the virtual reality headsets, 3D printers, and laser scanning devices, there will be rows and rows of software solutions which are designed to help you gain efficiency and manage data, which is exactly where the UNIFI team fits in.

You can be sure that The Expo at Autodesk University will have plenty of software to learn about and gadgets to get your hands on, so be sure to try to walk the floor to discover new and improved ways to design and build.

The UNIFI team will see you there!

We love conversing with current customers, new friends, and everyone else at Autodesk University. Come find us in The Expo at booth AE450 to learn about what we’ve been working on behind the scenes. We’ve had quite a few significant improvements to our suite of solutions this year, so stop by our booth and let’s chat!

In the meantime,  please check out our list of things to bring to AU.

See you soon!

Efficiency Gain: Store Entire Revit Sheets in UNIFI

When you think about dealing with dozens of detail sheets in Revit, what is your biggest pain point? What about schedule sheets?

Most commonly, users seem to agree that finding the right drafting views and schedules are extremely difficult using the out-of-the-box tools that Revit provides. There really isn’t a graceful way to organize and share drafting views and schedules. The good news is, UNIFI has provided a solution for this problem for several versions now by allowing users to store drafting views and schedules directly in the cloud thus eliminating the need for complex “container project” or “seed file” workflows.

Easily Share Detail and Schedule Sheets

In addition to the difficulty organizing and shared drafting views and schedules, placing them on sheets can be extremely time-consuming. This is the very reason that we’ve added the ability to store entire sheets in UNIFI Pro 3.4, including the drafting views and schedules that are placed them.

Easily Share Typical Detail Sheets Across Multiple projects

Leveraging UNIFI Pro to manage your company’s standard detail sheets can potentially save your team hours of time for every project. Without a tool to help manage these types of sheets, the typical workflow may look something like below.

This looks pretty simple, right? Well, consider a large project that needs over a dozen detail sheets and over 100 details. Plus, what about every project team across your entire company creating the same identical sheets? This suddenly become an extremely time-consuming task with extraneous duplicate effort across multiple projects.

Below is the new workflow as of UNIFI Pro 3.4. Once your team has access to your entire library of detail and schedule sheets, this time-consuming effort suddenly becomes a single-step process.

It’s that easy.

Create Sheets with Drafting Views and Schedules in Batch

As we look at eliminating the steps it typically takes to create these detail sheets for every project, you can increase efficiency even further by using UNIFI’s metadata to batch insert an entire subset of sheets.

In the screenshot below, you can see that this user has filtered their search by using three tags, [Detail Sheets], [Div 23-HVAC], and [Healthcare]. By using UNIFI’s metatags, the user is able to find their company’s standard mechanical detail sheets specific for healthcare projects.

From here, the user has selected all of these sheets (CTRL+A) and can now right-click and choose Batch Insert to load all of the drafting views and sheets into the current project.

Don’t forget to save this search so that you can access this very same subset of sheets easily using our saved search feature.

Efficiency Level: 1,000

You can be sure the new capability of storing sheets with drafting views and schedules in UNIFI will improve your efficiency on any given project at your company, especially when used in conjunction with the metatag and saved search features.

Helping our users become more efficient is one of our biggest priorities with UNIFI Pro and we hope this added feature makes a positive impact on your internal processes.

Pro 3.4 & Portal 2.10 Release Notes

Overview

We’re excited to announce our latest software update is available now! Pro 3.4 and Portal 2.10 updates include Revit Sheet Support, UI improvements, TLS 1.2 security update, several bug fixes, plus a special announcement of a game changing feature we have in the works! Keep reading for the low down and don’t forget to update your platform to access these features now.

Highlights

•Revit Sheet Support: 

You will now be able to batch export and store Revit sheets as individual assets in UNIFI.  

Any families, linework, drafting views, and/or schedules placed on the sheets will also be stored and inserted with the sheet.  Revit sheets uploaded to UNIFI will be automatically upgraded to newer versions of Revit and their parameters will be searchable as well. For more information on Revit sheets and how you can put it to good use, check out our blog here.

•UI Improvements – Search Results and Family Types

We’ve made various improvements to the UI for search results.  First, we added the category to all display modes which is the top requested feature on our ideas portal.  We also updated the grid display mode so it’s easier to navigate and made sure the same file information is displayed across all display modes.  On file details, we improved the UI for viewing family types and associated parameters.  Types are now displayed as a filterable list, making it easier to find the type you’re looking for.  You can also view parameters by Revit year, which is especially helpful for files that have been uploaded from multiple Revit years.

•Transition to TLS 1.2 

In order to ensure the continued protection of our your data stored within UNIFI, we are transitioning all communications between our clients and our backend services to utilize TLS 1.2.  TLS 1.2 ensures that the data transmitted to and from our backend is protected from anyone trying to eavesdrop on the transmission by encrypting the contents of those transmissions from our customers to our backend system.  Want to check and  see if your computer supports TLS 1.2 ? Please visit this page.  If the TLS 1.2 section says “Yes” then their system supports TLS 1.2.  If the TLS 1.2 section says “No” then you will need to upgrade their operating system so that it supports TLS 1.2. Please reach out to UNIFI Support if you need assistance.

Coming soon

•Shared Parameter Management

Shared parameters are notoriously difficult to manage.  With this upcoming feature, you will be able to upload all of your company’s shared parameters to UNIFI and manage them in a single location.  All changes will be saved as a new version with the ability to compare historical versions.  You will also see a new button in the UNIFI Revit add-in that notifies you when changes have been made so you can sync the latest shared parameter file to your local machine. 

This upcoming feature was requested by our customers and is an unsolved pain point in the industry!  There is no current solution for companies looking to store and access their shared parameters in a single, managed location.  By managing your shared parameters in UNIFI, you will always know the shared parameters you’re using are the latest and greatest, ensuring consistency across your content library and minimizing re-work.

ADditional Updates

•Added the ability to view parameters by Revit Version.  There is now a dropdown on the file details page for Revit Version, which will display the parameters for the selected type that are associated with the selected Revit version.

•Revit template files (.rte) will now initiate a new model (.rvt) by default when opened from UNIFI.  To edit the template file itself, right-click on the file in UNIFI and select “Open in Revit”.  

•The default due date for content requests has been changed from 1 day to 7 days out.

In Project Analytics, data on the model dashboard Content tab can now be exported to Excel.

•Made enhancements to the process of collecting Project Analytics data.

•Project Analytics data collection now includes Revit session properties and family parameter data.

•Resolved issues where search terms were not yielding accurate search results.

•Uploading multiple copies of the same Revit file that were saved in different Revit version years will now all upload as revisions of the file rather than only uploading the lowest Revit version.

•Deleting a base file of a Revit file will no longer clear the category for that file.

•Navigating back to browse after having a filter applied and viewing file details will now display properly.

•After rejecting a content upload request that had previously been approved, the applicable content will now be removed from search results.

•UNIFI will now launch when using 4K resolution monitors with screen zooming enabled.

•The UNIFI installer will now update on machines that don’t have Revit installed as well as UNIFI installations that include the MicroStation Add-In.

•Resolved an issue where Library Admin uploads were not approved automatically.

•Browsing channel content categories that do not exist in the company library now only displays content in the selected category.

•Revit files created in version 2009 or older will now upload to UNIFI.

•Resolved an issue where preview images were not captured when uploading MicroStation .dgn files.

•The category search filter now only lists categories that contain actively searchable content.

•Resolved an issue where all content requests were displaying for all users.  Regular users will only see content requests that they have submitted.

•Inserting Revit 2019 materials with 2018 rendered assets can now be inserted from UNIFI.

•Uploading a revision for Revit family template files (.rft) to UNIFI will now display the proper Revit base file year.

•Batch exporting Schedules and Drafting Views will no longer fail when UNIFI is maximized.

•Resolved an issue where using Harvest Project to search for a Revit project stored in UNIFI would not generate results.

•Resolved an issue with setting pinned libraries via the API.

•Resolved an issue with users unable to login using an SSO provider.

•Identified a known issue: When updating UNIFI without Revit installed on the machine, the update process may get interrupted or end prematurely.  If this occurs, simply uninstall reinstall UNIFI using the latest installer.

Wrap up:

Thanks for being a valued UNIFI customer and taking the time to get the scoop on our latest update. We hope you find the updates and fixes in this release useful!

We wanted to quickly mention one last platform change to come; the Event Stream feature will no longer be supported and removed from the UNIFI Portal at the end of this year. It has been replaced by Project Analytics.  Information about content inserted from UNIFI and what revision of the content was inserted compared to the current revision in UNIFI can be found on the Content tab of the model dashboard in Project Analytics. 

Please stay tuned for updates on our Shared Parameter Management feature coming next month.Until then, please remember that your feedback is very important to us and we’re always looking for ways to improve our platform. If you have suggestions for future updates or changes, please click here to learn how to submit your recommendations directly in the UNIFI platform.