How to Set Up a Project in Project Analytics

The Project Analytics platform collects data on all of your projects, allowing you to diagnose and keep an eye on the model health and quality of your Revit projects. 

In this article, we will show you how to set up a project in Project Analytics.

First, open a local file of your project in Revit and sync it. Project Analytics will not be able to read a model without it first being opened by a user with UNIFI installed. By syncing your project, Project Analytics will mark the project and record the directory location. 

To access the analytics dashboard, click on the globe icon on the left side of the screen in UNIFI.

How to set up a project in Project Analytics

This is going to take you to the UNIFI web portal where you’ll be able to access Project Analytics, as well as other additional UNIFI features.

Click on the Project Analytics tab.

How to set up a project in Project Analytics

Keep in mind that Project Analytics “projects” are not to be confused with Revit projects. The projects in Project Analytics are a way to aggregate data from multiple models. 

For example, if you have a larger project broken up into multiple Revit models, then you can view aggregated data from those models as a project in this section.

To create your first project, click on the Projects tab.

How to set up a project in Project Analytics

In the top right corner, select + New Project.

How to set up a project in Project Analytics

Start by giving the project a name and select the toggle button to opt-in to collecting data on all files that you add to the project. UNIFI won’t be collecting your data unless you tell us it’s ok, so this step is very important. 

How to set up a project in Project Analytics

In this menu, you have the option to select the project location. This is not required but could provide some additional insight for your company. If you haven’t added any locations yet, or if you have a new location to add, select Create New Location.

Create a New Location in Project Analytics

Enter the name of the new location and select CREATE LOCATION.

Create Location Name in Project Analytics

Other options to select are Project Status and Design Phase. 

For the Project Status menu, you have three options: Active, On Hold, and Archived. Design Phase options are None, SD, DD, CD, and CA.

Project Analytics Project Status

How to set up a project in Project Analytics

You can also copy pinned libraries and channels that you want as content sources for this project. 

It’s important to note that this will not affect a user’s access to other libraries, but this setting will default search libraries within UNIFI to those that are pinned after every search. 

How to set up a project in Project Analytics

You’re also able to copy health indicator threshold values from any other projects you have in Project Analytics. If you haven’t created a project in Project Analytics yet, then the default threshold values will be used here. 

How to set up a project in Project Analytics

Once you have completed all of the fields, select CREATE. 

How to set up a project in Project Analytics

How to Add Models to a Project

Now let’s look at how to add models to a project.

Click on the Models tab.

How to set up a project in Project Analytics

Click + Add Model in the upper right corner of the screen.

How to Add a Model in Project Analytics

It’s a good idea to have the project open within Revit while setting it up within Project Analytics. After UNIFI is installed, it is able to look at the file history to see the models it can access. If you cannot see a model that you have synced at least once, it just means that it hasn’t been opened since UNIFI has been installed. Simply open the model in Revit, sync it, and then come back to this screen to view it in the list.

Select which models you want to add to your project. You’ll notice that the model path is shown to you for each model so that you can ensure that you are selecting the correct one.

How to add models to UNIFI

Next, select + ADD TO PROJECT.

How to set up a project in Project Analytics

And then select ✔ FINISHED in the bottom right corner of the screen.

How to set up a project in Project Analytics

Feel free to continue Revit file maintenance procedures of auditing, purging and recreating your central model. As long as the file path stays the same, the model will continue to gather the data. 

Setting Up Company-Wide Revit Warning Categories

Next, let’s set up the Revit Warning Categories that you want to pay attention to within Project Analytics. You are going to determine which warnings you want included in a model health score at a company level. 

From the Project Analytics Portal, click on the Settings tab.

How to set up a project in Project Analytics

You’ll see a list of all of the Revit Warnings that currently exist within your projects being analyzed by Project Analytics. 

How to set up a project in Project Analytics

You are going to determine on this screen what is Critical, what is Non-Critical, and what you can Ignore. Everything that is categorized as “Ignore” or “Uncategorized” will not impact the Model Health Score. Warnings will be “Uncategorized” by default so good practice would be to check on these settings regularly to make sure any new warnings are captured. 

You can change the categorization under the Category column.

How to set up a project in Project Analytics

Once you have categorized all Revit Warnings, select Save in the upper right corner of the screen.

Save Revit Warning Categories

If you notice that you can’t save for some reason, it means that you aren’t in Google Chrome or Firefox.

Setting Up Model Health Indicators for a Specific Project

Now let’s talk about how to set up Model Health Indicators for a specific project. You just established what warnings are important to you at a company level, but now you can sift through these at a project level and identify how you want them to impact the overall health score of a particular project.

How to set up a project in Project Analytics

Go back to the Project Analytics Dashboard and select the Projects tab.

Select the project that you’d like to open.

Next, click on the Settings tab.

Project Analytics - Project Settings

From here, you can see here each of the indicators that impact your Overall Health Score.

Health Indicator Threshold Values

You can modify these fields so that your health score reflects exactly what is important to you. For example, let’s say that you don’t think that Revit links are detrimental to your model health.You can choose to ignore that health indicator by checking the Ignore box.

How to set up a project in Project Analytics

However, let’s say that you find sync time an indication of when a model is becoming less efficient; you can set thresholds for the sync time health indicator. A caution threshold at 90 seconds would affect the model health score a little. If it crosses the Needs Attention by taking more than 180 seconds to sync, the model health score would be affected even more. 

How to set up a project in Project Analytics
How to set up a project in Project Analytics

Once you are done, click Save.

How to set up a project in Project Analytics

You can then go back to Revit and sync your data to give you an updated health score in Project Analytics.

Last updated byTeam UNIF

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