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.

4 Replies to “Efficiency Gain: Store Entire Revit Sheets in UNIFI”

  1. Is there a way to link details directly to the uploaded sheets?

    If the project is small, we would like to import our details individually by their drafting views; but if the project is larger, we would import sheets.

    When I update a detail I want to avoid update both the drafting view and the sheet on Unify.

  2. Hi Daniel,

    Thanks for reaching out! There is currently no link between drafting views and sheets in UNIFI. We welcome you to submit any ideas you have to our ideas portal. Thank you!

  3. An incredibly important feature when ‘Inserting from file’ is to avoid Detail Component duplicates (which happens if you ‘insert from file’ often). Does Unifi attempt to swap Detail Components as they are loaded, or does it use standard Revit behaviour and add a number to the end of the Family name?

    Hint: Its a huge game changer if it senses Detail Component matches and swaps them out. Failing to do this, and not cleaning up your loaded Detail Components when ‘inserting from file’ can lead to huge file bloat…

  4. Hi Callum! Great question and I appreciate you reaching out. We use standard Revit behavior. The reason for this is that we have no way of determining if the family already inserted had been modified from what was stored in UNIFI. Please let us know if you have any questions at sales@unifilabs.com

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