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.

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 

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

In the top right corner, select + New Project

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. 

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.

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

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.

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. 

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. 

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

How to Add Models to a Project

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

Click on the Models tab.

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

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.

Next, select + ADD TO PROJECT.

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

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 Data Collection Options 

As a Company Admin, you are able to configure what types of data are collected when users sync models associated with project analytics. To do this, click on the Settings tab.

You can check the box to indicate whether or not you want to have a data collection progress bar enabled for all users.

You can also check the boxes to indicate which data types you want to collect in project analytics. 

All newly-created projects will inherit these settings by default. To view which projects are inheriting the company settings and which have their own settings defined, you can click on the View Project Inheritance Status button.

From this window, you can also switch any project’s inheritance status.

To look at data collection options for a specific project, click on Projects and then select the appropriate project.

Next, click on the Settings tab.

If you want a project to have data collection options different from those in the company default settings, simply flip the Inherit Company Settings to the off position and then check or uncheck your desired data types.

To copy data collection settings from another project, simply select the Copy Data Collection Options button, find the project you’d like to copy the settings of, and select Copy Settings.

Data Collection

When syncing a workshared model or saving a non-workshared model that is opted into Project Analytics, UNIFI will collect data from the model based on your company’s currently selected Data Collection Options.  While this data is being collected, UNIFI displays a progress bar to indicate how long this process will take (the display of this progress bar can be disabled for all users by a company admin).  Data collection typically takes less than a minute, however it greatly depends on the complexity of the model, the types of data being collected, and the specifications of the local machine the data is being collected from.

Average data collection times (overall and per data type) can be viewed in the Data Collection Options at both the company level (average of all models in all projects) and project level (average of all models in the project).  Instance parameter data is known to take additional time to collect for models with large quantities of placed objects and associated instance parameters.  Once collected, instance parameter data is currently only accessible via the API so if you are experiencing long collection times and aren’t using the UNIFI API, we recommend disabling the collection of instance parameter data either on a project by project basis or by default for all projects.

Once the data has been collected, the UNIFI system then processes the data to be displayed in the Web Portal dashboards.  Typically this process takes less than a minute, though it can take up to 5 minutes if the processing queue is busy.  If it’s been greater than 5 minutes and the sync/save data is still not displayed, please reach out to so we can look into it for you.

Setting Up Company-Wide Revit Warning Categories

Now we will 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.

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

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

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.

Go back to the Project Analytics Dashboard and select the Projects tab and select the project that you’d like to open.

Next, click on the Settings tab.

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

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.

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. 

Once you are done, click Save.

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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