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BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Table of Contents
Project Overview .........................................................................3
Design Brief ......................................................................3
Prerequisites .....................................................................3
Learning Objective s ...........................................................3
Project Concepts .........................................................................4
Module 01 - Construction Model ing ..................................4
Module 02 - 4D Simulation and Construc tion Planning .......8
Module 03 - Cost Estimating and Quantity Takeoff ............11
Module 04 - Facilities Management ..................................15Project Resources ........................................................................19
Module 01 - Construction Modeling .................................19
Module 02 - 4D Simulation and Construction Planning ......20
Module 03 - Cost Estimating and Quantity Takeoff ............21
Module 04 - Facilities Management ..................................22
Appendix ....................................................................................23
Appendix A
Revit keyboard shortcut listing ...........................................23
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BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Overview
PROJECT BRIEF
BIM for Construction Management and Planning
CAD is no longer just about drafting. Autodesk BIM solutions allow you to explore and evaluate a projects constructability before its built,
improve cost reliability, visualize construction processes through 4D simulation and clash detection, increase coordination between stake-
holders throughout the design and construction process, and better predict, manage and communicate project outcomes. In this project we
begin with creating building models that more accurately reflects construction execution. From there we will look at 4D simulations
leveraging those BIM components. Then, we will look at creating model-based cost estimates and takeoffs. Finally, we explore the manage-
ment of facilities through BIM.
LEARNING OBJECTIVES
Create building models that more accurately reflect the construction
techniques that will be used for the materials and systems specified.
Create 4D simulations to support construction planning and assess the
impact of proposed design features on the construction schedule and
workflow.
Create building models to support conceptual cost estimating and quantity
takeoffs.
Explore how to use BIM to track, update, and maintain facilities manage-
ment information to support better planning, operations, and maintenance
decision-making throughout a buildings life cycle.
SOFTWARE
AutodeskRevit 2015, SP3 and
higher
Autodesk Navisworks 2015, SP3
and higher
TIME
11-15 HOURS
LEVEL
Intermediate
PREREQUISITE
To build up your software skills for
this project refer to the following
How-To video series for Rev it:
User Interface
File Management
and more
ADDITIONAL RESOURCES
Fundamentals of Architecture
Module 06 - Building Documenta-tion - Sections and Elevations
Module 12 - Building Documenta-
tion - Schedules
01
02
03
04
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BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
MODULE ONE: CONSTRUCTION MODELING
SOFTWARE COVERED:
Autodesk Revit 2015 and higher.
Autodesk Timber Frame 2015 Extension(Exchange Apps)
MODULE ONE LEARNING OBJECTIVES:
Model building elements and structural systems to reflect
common construction practices.
Break multi-layer elements into pieces to improve BIM models
for construction planning and estimating use.
Create 3D details and exploded views to enhance their design
communications.
EXERCISE 1: MODELING TO MATCH CONSTRUCTION METHODS
Estimated time 90 -120 minutes
PROJECT STEPS IN EXERCISE ONE:
Use design options to model alternative construction methods.
Accurately model building elements to reflect planned construc-tion materials and methods.
Specify element spans, top and bottom constraints, andboundaries.
Split and subdivide elements to match construction tasks.
Use Revit extensions to auto-generate models of structuralfeatures.
EXERCISE 2: USING PARTS TO IMPROVE MODEL ACCURACY
Estimated time 60-90 minutes
PROJECT STEPS IN EXERCISE TWO:
Explore the structure of multi-layer building elements.
Create parts to separate multi-layer elements into individual
pieces for construction modeling.
Divide parts to model material changes in specific areas.
Schedule parts for more accurate material and quantity
takeoffs.
EXERCISE 3: USING 3D VIEWS TO ENHANCE DESIGN COMMUNICA-
TION
Estimated time 60-90 minutes
PROJECT STEPS IN EXERCISE THREE:
Explore 2D details and callouts in a project.
Create 3D details to enhance communication of design intent.
Use parts to create exploded views.
Add annotations, text, and tags to 3D views.
Utilize keynotes to ensure consistency.
EXERCISE 1 FINISHED CONCRETE FRAMING
EXERCISE 1 FINISHED STEEL FRAMING
EXERCISE 1 FINISHED WOOD FRAMING
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BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
LESSON OVERVIEW
In this lesson, students explore how to create building models that
more accurately reflect the construction techniques that will be used
for the materials and systems specified. As the use of the BIM
models that they create expands beyond design activities, the need
to deliver accurate models and improve communication of design
intent becomes critical to the success of the entire project team.
STUDENT EXERCISES:
EXERCISE 1: MODELING TO MATCH CONSTRUCTION METHODS
Create design options for modeling two common construction
alternativescast-in-place concrete and structural steel for
the building in the exercise dataset.
Use one design option to model the structural frame for the
building using concrete structural elements. Assume that:
All elements will be formed and cast-in-place.
The planned construction sequence is to build one floor level
(including the structural columns and floor slab above) at a
time, then move on and repeat these steps at the next level.
Use another design option to model the structural frame for the
same building using structural steel elements. Assume that:
All steel framing elements will be delivered independentl y and
erected in the field.
Columns will be joined at 3 feet above each floor level.
Create a sheet and place similar 3D views showing the two
construction alternatives side-by-side for comparison.
MODULE ONE: CONSTRUCTION MODELINGCONTD
EXERCISE 2 FINISHED DIVIDED PARTS FOR WALLS
EXERCISE 2 FINISHED DIVIDED PARTS FOR FLOORS
EXERCISE 2 FINISHED PARTS SCHEDULE FOR FLOORS
EXERCISE 3 FINISHED SHEET WITH 2D AND 3D DETAILS
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Project Concepts
MODULE ONE: CONSTRUCTION MODELINGCONTD
Use the Revit Wood Framing Walls extensions to add structural
framing elements (studs, plates, and headers) to the exterior
wall on the north side of the building.
EXERCISE 2: USING PARTS TO IMPROVE MODEL ACCURACY
Create schedules summarizing the areas and quantities of the
materials contained in the wall and floor elements of the
building in the exercise dataset.
Create parts to separate the layers of the wall and floor
elements, and then divide the parts to more accurately model
design features.
Create a checkerboard pattern using two alternative stone
materials on the top layer of the floor in the firs t floor lobby
area.
Adjust the parts of the interior walls in the lobby area to model
a special wainscot material to be applied to the lower half of
walls on the lobby side.
Create a schedule of the parts and a materials takeoff to
summarize the quantities of the materials in the updated lobby
design.
Compare these quantities to the original estimates from the first
step of the exercise.
EXERCISE 3: USING 3D VIEWS TO ENHANCE DESIGN COMMUNICA-
TION
Create a 2D callout showing the details of the lobby interior
wall elements from the previous exercise.
Add annotations, tags, and keynotes to fully explain the
features shown in the view.
Place this 2D view on a sheet.
Create a 3D exploded view showing the layers of the same wall
element.
Create a 3D view, and then use the Orient to View tool to set a
similar viewpoint.
Adjust the boundaries of the parts to expose the layers of the
wall element in the view.
Add annotations, tags, and keynotes to fully explain the
features shown in the view.
Place this 3D exploded view on a sheet, side-by-side with the
2D view.
Compare the advantages using 2D versus 3D views for docu-
menting design intent.
ASSESSMENT GUIDELINES:
CONSTRUCTION MODELING
What types of building elements are typically affected when
refining BIM models to match the building process?
Construction methods can vary greatly due variations in the
construction techniques commonly used for different building
materials. For example, the sequence of operations and
erection strategy is typically very different for steel-frame
versus concrete-frame structures.
The elements that are most often in need of refinement
include:
Items that are easily modeled as spanning several floor levels
fo r example, s tructural co lumns and exterior wal ls. Alt hough
these elements will align at each floor level, they will likely be
built one or two levels at a time.
Items that are modeled as multi-layered structures, which are
actually building in several discrete steps for example, floor
and roof types that include both structural and finish layers in
the type definition.
A good overal l guidel ine is that the e lement s in the B IM model
should broken into pieces that close ly refl ect the l ike ly
construction process.
What are the essential differences to consider when modeling
steel or wood versus concrete building systems?
Stee l f raming , wood framing, and pre -cast concrete a re
examples of stick-built systems, composed by placing and
assembling lots of individual elements. As these individual
elements are modeled, precise placement at the proper heightand with the appropriate joining conditions is critical to avoid
interferences and create accurate models that will be useful for
construction planning and structural analysis.
Cast-in-place concrete is an example of a monolithic system,
created by building temporary formwork and then placing
concrete (and reinforcing materials) in the forms. The individual
building elements (columns, beams, slabs) typically merge into
a singular monolith when the concrete placed, so overlaps and
intersections between these model elements is appropriate.
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BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
MODULE ONE: CONSTRUCTION MODELINGCONTD
What are the advantages of using 3D details compared to 2D
details?
The focus of all detailing is to accurately convey your design
intent to the people who will be constructing it. So, any
technique that enables you to convey this intent more clearly
and avoid any misunderstandings and mistakes is a better
vehicle for communication.
3D v iews are o ften easier to understand than 2D sections
callouts, which abstract a 3D model into a 2D representation
where one dimension of the spatial information is lost or
hidden. 2D details still serve an important role in construction
documents, but for important connections where the spatial
relationships may not be completely clear in a 2D view, 3D
details can assist in explaining your design intent more clearly.
When should exploded 3D views be used?
Use exploded views to expose hidden or difficult-to-understand
elements or layers to make it clearer to the people who will
construct your design where one element starts and the next
one begins.
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BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
SOFTWARE COVERED:
Autodesk Revit 2015 and higher.
Autodesk Navisworks 2015 and higher.
MODULE TWO LEARNING OBJECTIVES:
Explore modeling techniques for creating better and moreaccurate 4D simulations.
Modeling building elements to reflect planned constructiontechniques.
Add information to building model elements that supportsadditional uses of the data in the building model.
EXERCISE 1: 4D SIMULATIONS AND CONSTRUCTION PLANNING
Estimated time 90 -120 minutes
PROJECT STEPS IN EXERCISE ONE:
Use the Navisworks Timeliner tool to create 4D simulations of
planned construction sequences.
Link a schedule file to the TimeLiner tool and generate thehierarchy of tasks.
Create selection sets and search sets to facilitate linking model
elements to the schedule tasks.
Specify simulation settings and run 4D simulations.
Identify inaccuracies in simulations based on element modeling
techniques.
Divide elements and use parts to improve construction
simulations.
EXERCISE 2: SEGMENTING ELEMENTS TO MODEL LOCATION FOR
SCHEDULING TASKS
Estimated time 90 -120 minutes
PROJECT STEPS IN EXERCISE TWO:
Use 4D simulations to identify opportunities for improving
construction plans.
Divide building elements into segments to enhance construction
workflows.
Reduce delays and improve construction schedules using
location-based, parallel task scheduling strategies.
EXERCISE 3: USING 4D SIMULATION FOR MATERIALS PLANNI NG
AND MANAGEMENT
Estimated time 15-20 minutes
PROJECT STEPS IN EXERCISE THREE:
Add shared and project parameters to a construction model to
track the status of building elements.
Create schedules in Revit for planning and managing materials
acquisition.
Use 4D simulation to identify materials availability problems.
Adjust construction plans and sequences based on materials
availability.
EXERCISE 2 FINISHED - NAVISWORKS TIMELINER VIDEO
EXERCISE 1 FINISHED - NAVISWORKS TIMELINER VIDEO
MODULE TWO: 4D SIMULATION AND CONSTRUC-TION PLANNING
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BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
LESSON OVERVIEW
In this lesson, student s explore how to use 4D simulation to suppor t
construction planning and assess the impact of proposed design
features on the construction schedule and workflow. This feedback
provides valuable information to inform decisions as project teamsevaluate and assess potential design features and construction
options.
STUDENT EXERCISES:
EXERCISE 1: 4D SIMULATIONS AND CONSTRUCTION PLANNING
Create a 4D simulation of the construction process for the building in
the exercise dataset.
Use the construction milestone schedule provided in the dataset
to create tasks for the planned sequence of activities.
Create search and selection sets to link model elements to the
construction schedule.
Run the 4D simulation and save the results as a movie.
Review the 4D simulation and note the operations that are not be
represented accurately:
Elements being constructed at the wrong time.
Elements that are grouped that would actually be constructed
in separate operations.
Devise a strategy for reorganizing and dividing the elements to
facilitate more accurate simulation of the construction process.
Return to the Revit model and adjust the building elements to more
accurately reflect the planned construction sequence. Adjust the:
Column and wall top and bottom constraints.
Wall heights and segmentation.
Floor and slab divisions.
Divide multi-layer elements into parts in order to simulate construc-
tion of the individual layers at the appropriate times. Create parts
for:
Multi-layer wall elements
Multi-layer floor elements
Multi-layer roof elements
Export the improved construction model to Navisworks and adjust
the tasks and selection sets to create a more accurate 4D simulation
of the construction process using these parts.
Run the 4D simulation and note the aspects that need further
improvement to accurately model the sequence of construction oper-
ations.
EXERCISE 2: SEGMENTING ELEMENTS TO MODEL LOCATION FOR
SCHEDULING TASKS
Run the 4D simulation created in the previous exercise and look
for items that are delayed, waiting for prev ious tasks to be
completed.
Devise a strategy for using location-based, parallel tasks to
subdivide long tasks and shorten the project schedule by
improving workflows. Consider the:
Assignment of building elements to work areas
Column and wall top and bottom constraints
Wall segmentation
Floor and slab divisions.
Return to the Revit model and adjust or divide the building
elements as needed to model this new construction sequence.
Export the new construction model to Navisworks and create a
new 4D simulation of the revised construction process using the
location-based scheduling strategy.
Run the 4D simulation and note potential opportunities for
further improvements to the planned sequence of construction
operations.
MODULE TWO: 4D SIMULATION AND CONSTRUC-TION PLANNING CONTD
EXERCISE 3 FINISHED - NAVISWORKS MATERIAL MANAGEMENT
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Project Concepts
MODULE TWO: 4D SIMULATION AND CONSTRUC-TION PLANNING CONTD
EXERCISE 3: USING 4D SIMULATION FOR MATERIALS PLANNING
AND MANAGEMENT
Run a 4D simulation on the model file contained in the dataset
to identify the construction tasks planned for a specific time
period for example, week 11 of the project schedule.
Create a search filter to isolate the building elements required
for this set of tasks.
Refine the search filter and viewpoint settings to highlight these
elements based upon their availability green for elements that
are available, and red for elements that are not available.
Identify the building elements that are not available and require
expediting to allow construction as planned.
ASSESSMENT GUIDELINES:
4D SIMULATION AND CONSTRUCTION PLANNING
What is the advantage of using search sets versus selection sets
for selecting model elements in Navisworks Manage?
As model elements are changed, search sets dynamica llyupdate to select all of the model elements that meet the search
criteria. Selection sets are static. Once defined, they do not
change automatica lly. So, as new elements are added to a
model, you must adjust the selection sets manually.
What is the advantage of adding task IDs to building elements
in Revit to manage schedule linking?
Adding task IDs to bui lding elements a Revi t model makes i t
easy to automatically link those elements to construction tasks.
By defining search sets that select model elements based on
these task IDs, you can quickly select the elements related to a
specif ic task and l ink th em to the p rojec t timel ine . This
approach is much quicker and easer than defining search sets
in Navisworks Manage based on element properties, such asname or type. You can use the powerful selection features
available in Revit (for example, drag selection, filtering by
category, select all instances, and custom search filters) to
easily select groups of elements, then control the task linking
by editing the values of the task ID parameter.
How can construction planners use parts to improve construc-
tion simulations?
By breaking multi-layer building elements into parts, construc-
tion planners can create more accurate simulations of planned
construction operations. For example, they individual layers
and materials of a multi-layer wall are typically installed at
different timesfirst, the structural core layers, followed by
the exterior cladding and weatherproofing layers, and finally
the interior finish layers after the building is weathertight.
Breaking the wall into parts enables the different layers to be
assigned to the right craft crews and scheduled at the
appropriate time in the project timeline. While the modeling
efficiency of creating multi-layer elements benefits the design
process, from a construction model ing per spect ive, these
layers should be separated and worked with independently.
How do location-based workflows improve construction
schedules?
Location-based workflows divide large schedule tasks in
sma lle r ones , based on the work area in wh ich they wil l be
per formed. These smal ler task s can t ypi cal ly be sequenced into
paral lel workf lows that greatl y reduce the delays of wai ting for
large tasks to be completed sequentially. Using location-based
schedu ling, constr uction planner s can optimize and balance
crew sizes to create smooth flows of tasks, constrained
primaril y by the avai lab il it y of the wor k areas . And reduct ion
of the delays between individual tasks, typically yields big
sav ings in the overa ll pro jec t schedule.
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BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
SOFTWARE COVERED:
Autodesk Revit 2015 and higher.
MODULE THREE LEARNING OBJECTIVES:
Explore how to define new design option sets and experimentwith design. alternatives
Appreciate how to present each design option in separate
views.
Understand how to choose a design option as the final solution
and discard the other alternatives.
EXERCISE 1: CREATING AND COMPARING CONCEPTUAL ESTIMATES
Estimated time 45 - 60 minutes
PROJECT STEPS IN EXERCISE ONE:
Create conceptual mass families to quickly model conceptual
design alternatives.
Add parametric controls to dynamically flex the mass size and
shape.
Use mass floors to divide a mass form into floor levels and
quantify key metrics (area, pe rimeter, and volume) for each
level.
Schedule and total mass floor areas.
Add parameters and simple formulas to compute conceptual
cost estimates.
EXERCISE 2: REUSING PRELIMINARY COST ESTIMATES TO INFORM
DESIGN
Estimated time 45-60 minutes
PROJECT STEPS IN EXERCISE TWO:
Convert the surfaces of a conceptual mass model into wall,
floor, and roof building elements. Create schedules and material takeoffs to tabulate key quanti-
ties of building elements.
Add parameters and conditional formulas to compute prelimi-
nary cost estimates.
Using preliminary estimates to provide feedback for continued
design.
EXERCISE 3: CREATING DETAILED QUANTITY TAKEOFFS
Estimated time 60-90 minutes
PROJECT STEPS IN EXERCISE THREE:
Transfer a Revit project model to Navisworks Manage for
quantification
Choose which model elements to takeoff and quantify.
Build or import an item and resources catalog which are
populated with the work and resource breakdown structure
Takeoff quantities from several building types in the 3D project
model.
Apply resource data to takeoff items.
Track changes between model revisions.
Summarize takeoff quantities in Navisworks Quantification and
by exporting to spreadsheets or cost estimation software.
EXERCISE 1 FINISHED - CONCEPTUAL MODEL
EXERCISE 1 FINISHED - CONCEPTUAL ESTIMATE
MODULE THREE: COST ESTIMATING AND QUAN-TITY TAKEOFF
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BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
LESSON OVERVIEW
In this lesson, students explore the process of identifying areas of a
project where multiple design options are being considered and a
workflow for exploring, evaluating, and presenting those options
within a single integrated design model. They will learn how to:
Consider options for the design of an entire building wing.
Compare alternatives for room layouts in a portion of abuilding.
STUDENT EXERCISES:
EXERCISE 1: CREATING AND COMPARING CONCEPTUAL ESTIMATES
Create a conceptual cost estimate for the conceptual mass model
contained in the dataset.
Divide the conceptual mass into mass floors with a 12-foot
floor-to-floor height.
Create a schedule of the mass floors and calculate the total area
available.
Add a calculated value parameter to compute a cost estimate
for each floor and the total conceptual cost for the entirebuilding based on the areas enclosed.
Duplicate the previous e stimate and adjust the copy to allow you to
refine the estimate on a floor-by-floor basis:
Add a shared parameter to assign a function to each of the
mass floors.
Update the schedule to use different costs per square foot
based on the function assigned to each mass floor.
Add a calculated value to the schedule to compute a conceptual
cost for each mass floor based on the function specified.
Add parametric control to the conceptual mass to enab le you to
quickly test different configurations and see the impact on the
conceptual estimate.
Edit the conceptual mass family and add parameters to quickly
change the length, width, and height of the mass.
Reload the mass family into your project and flex the new
parameters to see the impact on the conceptual cost estimate.
Set up design options to enable you to test and display
conceptual estimates for three different length/width/height
configurations.
MODULE THREE: COST ESTIMATING AND QUAN-TITY TAKEOFF CONTD
EXERCISE 2 FINISHED - CONCEPTUAL MODEL
EXERCISE 2 FINISHED - MULTI-CATEGORY MATERIAL TAKEOFF
EXERCISE 3 FINISHED - NAVISWORKS QUANTIT Y TAKEOFF
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MODULE THREE: COST ESTIMATING AND QUAN-TITY TAKEOFF CONTD
EXERCISE 2: REUSING PRELIMINARY COST ESTIMATES TO INFORM
DESIGN
Create schedules of the wall, f loor, and roof elements in the building
model contained in the dataset.
Include fields showing the type and key dimensions of the
elements (length, height, and area as applicable).
Group the items in each schedule by type and add subtotals forthe Area parameters in the group footers.
Add new parameters to these schedules to convert the model
quantities into preliminary cost estimates.
Add a shared parameter for recording a preliminary unit cost
(per square foot) and associate this shared parameter with the
wall, floor, and roof elements as a t ype parameter.
Add this preliminary unit cost parameter to each of the
schedules.
Add another new parameter a calculated value multiplying the
preliminary unit cost by the area of each element to compute
a preliminary cost estimate for each element.
Look up preliminary cost data ($ per square foot) for each ofthe wall, floor, and roof types in the bui lding model.
Enter these values quickly by selecting the appropriate cells in
the schedules, and entering the values there. Since the
preliminary unit cost is a type parameter, the value entered will
be applied to all elements of that type.
Add subtotals for the preliminary cost estimate parameter to
the group footers to report a subtotal by each t ype and a grand
total for all the wall, floor, and roof elements.
Create design options and use schedules to quickly compare the
preliminary cost impacts as you vary the size, shape, and types of the
model elements in each option.
Create duplicate of the preliminary cost estimate schedules foreach design option and use the visibility graphics overrides to
display the appropriate data for each option.
Place the preliminary cost estimate schedules for several options
side-by-side on a sheet to easily compare the estimates for the
different alternatives.
EXERCISE 3: CREATING DETAILED QUANTITY TAKEOFFS
Use Autodesk Navisworks to tabulate key quantities for the building
model contained in the dataset including:
Exterior Glazing
Walls
Roofs
Railings
Make a family type change, addition or deletion to the Revit
project and reexport to Navisworks to perform a cost reliability
analysis between model revisions. Accept or reject the
changes.
Create a report summarizing these key quantities and export it
for analysis in spreadsheet or cost estimating software.
ASSESSMENT GUIDELINES:
COST ESTIMATING AND QUANTITY TAKEOFFS
What is the advantage of using design options in Revit forcomparing and analyzing conceptual designs?
By using design options, you can easily apply any special views
or schedules that you define to analyze you design to evaluate
each of the alternatives. Using this approach, you create
master views that can be applied to all design options, then
update and enhance them in one place.
To apply these views to specific design alternatives, duplicate
the view and adjust the visibility graphics overrides for that
view to display the desired design option. You can also display
the views and schedules for several design options side-by-side
on a sheet for each comparison and presentation.
Why is using conceptual masses a better approach for concep-
tual design?
Conceptual masses enable you to quickly model and explore
different building shapes, massing, and placementsome of
the most important decisions to be made during conceptual
designwithout getting distracted by the details of modeling
and editing individual building elements. You can easily
convert the faces of the conceptual mass into building
elements after deciding upon the desired shape.
Why are the advantages of using conceptual mass families
versus in-place masses?
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MODULE THREE: COST ESTIMATING AND QUAN-TITY TAKEOFF CONTD
What types of building elements are typically quantified... Using
counts?
Counts (each) are typically used to quantity components that
are installed as individual unitsfor example, doors, windows,
skyli ght s, fix ture s, furniture , l igh ting, str uctural f raming
elements, and so on. Length (LF) is used to quantify elements
where the cost will depend on the length installedfor
example, railing, piping, fascia and so on. Area (SF) is used todescribe element with a common thickness, where the cost will
depend on the area installedfor example, wall assemblies,
roof assemblies, material surfaces, and so on. Volume (CF) is
typically used to quantify elements whose shape and volume
will determined by external constraintsfor example, cast-in-
place concrete or expanding foam insul ati on.
What are the best sources for cost data?
The best source for cost da ta is a firms historical records. Th e
actual data from past projects takes into account all of the
specif ic features of a fi rms techniques, constr uction strategy,
and management style, so it is by far the most accurate
predic tor of f utu re cost s. For thi s reason, it is vitall y important
for fi rms to keep accurate cost accounting records fo r cu rrentpro jec ts . The data affects not onl y the current pro jec t, but a lso
impacts the reliability of future predictions. When historical
data is not available, estimators typically rely on external cost
sou rce books and onl ine databases for cost informa tion. When
external cost sources are used, it is critical to adapt and scale
the numbers provided to accurately reflect the specific project
conditions and differences from the norms. For example, it is
common to apply adjustments that consider the effects of
pro jec t scale , projec t locat ion, loca l labo r costs d if ferences,
materials cost differences, and appropriate inflation factors.
What factors should be considered when comparing projects to
establish conceptual cost metrics?
When using comparable building projects to establish costmetrics to be used in preparing a conceptual estimate, it is
critical to adapt and scale t he data to accurately the new
pro jec t condi tions and d if ferences f rom the pro jec ts used as
the basis for comparison. For example, it is common to apply
adjustments that consider the effects of differences in project
scale, pro jec t location, uses and f unc tions, and appropri ate
inflation factors. Conceptual estimating is both an art and a
science. But, experi enced e stimators can create amazing
accurate conceptual estimates to confirm the feasibility of a
proposed design and provide a target va lue for contin uing
design work.
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INSTRUCTOR MANUAL
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p.15
BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
SOFTWARE COVERED:
Autodesk Revit 2015 and higher.
Exercise 03 requirements:
Autodesk Revit 2015 DB Link (obtain from accounts.autodesk.
com, Management menu, Quick links heading> Product Enhance-
ments link)
Autodesk Revit 2016 DB Link
Microsoft Access Database Engine 2010 Redistributable
MODULE FOUR LEARNING OBJECTIVES:
Explore how to create and manage meta data for buildingelements.
Create reports of meta data of the building model to assist withfacilities management.
Learn to export BIM data to external databases for use withasset management systems.
EXERCISE 1: ADDING FACILITIES MANAGEMENT INFORMATION TO
BIM MODEL ELEMENTS
Estimated time 45 - 60 minutes
PROJECT STEPS IN EXERCISE ONE:
Identify the parameters needed to track the life cycle of
building elements and support facilities management opera-
tions.
Create new parameters and add them to BIM model elements
(such as rooms, areas, surfaces, fixtures, and equipment).
Build formulas to calculate, track, and report key FM metrics.
Create schedules for reporting and quickly entering parameter
values for model elements.
Display FM information in plan views using color fill legends.
EXERCISE 2: USING BIM MODELS TO TRACK AND PLAN PREVENTIVE
MAINTENANCE
Estimated time 45-60 minutes
PROJECT STEPS IN EXERCISE TWO:
Create new parameters and views for tracking maintenance
history.
Use schedules and formulas to plan for element replacement
and preventive maintenance.
Highlight building elements in schedule views based upon
parameter values using conditional formatting.
Use filters and graphic overrides to select and highlight
elements in 3D views.
EXERCISE 3: INTEGRATING BIM MODELS ASSET MANAGEMENT AND
TRACKING SYSTEMS
Estimated time 15-30 minutes
PROJECT STEPS IN EXERCISE THREE:
Compile and update building performance and element tracking
data.
Export BIM model data to external editors (such as spread-
sheets and databases) for updating.
Import and merge external data into a BIM model.
EXERCISE 1 FINISHED - SPACE UTILIZ ATION SUMMARY
EXERCISE 1 FINISHED - ASSIGNABLE SPACE LEGEND
MODULE FOUR: FACILITIES MANAGEMENT
https://apps.autodesk.com/RVT/en/Detail/Index?id=appstore.exchange.autodesk.com%3arevitdblink_windows64%3aenhttps://www.microsoft.com/en-us/download/details.aspx?id=13255https://www.microsoft.com/en-us/download/details.aspx?id=13255https://apps.autodesk.com/RVT/en/Detail/Index?id=appstore.exchange.autodesk.com%3arevitdblink_windows64%3aen7/26/2019 BIM For Construction Management & Planning
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INSTRUCTOR MANUAL
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BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
MODULE FOUR: FACILITIES MANAGEMENTCONTD
LESSON OVERVIEW
In this lesson, students explore how the powerful tools available in
the Autodesk Revit platform can be used to track, update, and
maintain facilities management information to support better
planning, operations, and maintenance decision-making throughouta buildings life cycle.
EXERCISE 1: ADDING FACILITIES MANAGEMENT INFORMATION TO
BIM MODEL ELEMENTS
Create formulas to make comparisons between Gross and Net
square footages for the rooms in the project dataset.
Use those values to define areas of assignable/non-assignable
space.
Create a room schedule of the spaces on Level 2 and create a
project parameter called Assignable and add it to the
appropriate rooms. This parameter should a simple Yes/No
parameter that allows users to simp ly toggle a rooms assign-
able designation.
Using schedule Sorting/Grouping and Filter options to set up
the schedule to appear with subtotals for assignable and
non-assignable space, as well as the total space available on
Level 2.
Add additional parameters and calculated values within the
schedule using these formulas:
o Assignabl e Area: If(Assignable, Area, 0 SF)
o Assignab le Area %: Assignable Area /
EXERCISE 2 FINISHED - FLOOR REPLACEMENT PLANNING SCHEDULE
EXERCISE 2 FINISHED - 10 YEAR LIFE CYCLE REPLACEMENTS EXERCISE 3 FINISHED - DATABASE IMPORT TO REVIT
EXERCISE 3 FINISHED - CHANGES MADE IN MS ACCESS DATABASE
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p.17
BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
MODULE FOUR: FACILITIES MANAGEMENTCONTD
o Net to Gross %: Area /
Create a plan view and use a color fill legend to display a
custom color scheme based on the spaces designation as an
assignable or non-assignable area.
EXERCISE 2: USING BIM MODELS TO TRACK AND PLAN PREVENTIVE
MAINTENANCE
Create project parameters and set up a schedule for tracking lifecycle information of building elements (such as flooring, plumbing
fixtures, doors, furniture, and so on.)
Create project parameters to track information about the floors.
These should be instance parameters assigned to the room
category, and they should appear in the floor schedule. For
example:
Floor Installation Year
Floor Life cycle
Floor Type (material name)
Floor Cost per SF
Duplicate the existing room schedule and add these new fields. Add formulas to compute and track the flooring replacement
information using these formulas:
Floor Replacement Year: Floor Installation Year + Floor
Life cycle
Floor Replacement Cost: Floor Cost per SF * Area / 1 SF
Enter values for these new fields in the room schedule or by
selecting the room objects in a floor plan view and editing the
values in the properties palette.
Use conditional formatting to highlight the floors requiring
replacement within one year.
Use a similar process to add life c ycle tracking parameters to thecomponent families in the project.
Create shared parameters to enable them to be accessed from
any project and provide the ability to be exported them to
external databases (for example, Microsoft Access or SQL) for
updating outside of the Revit environment.
Installation Year
Life cycle
Replacement Cost
Create project parameters with the same names and link them
to the shared parameters. These should be instance parameters
to enable tracking of individual elements.
Assign these project parameters to all categories except floors
and rooms.
Create a plumbing fixture schedule and applying the Filters and
Sorting/Grouping op tions to create a schedule similar to the one that
appears in Figure 7.5.4.
Create a filter and use visibility graphics overrides to the highlight
items in a 3D view based on this maintenance data. For example,
highlight the items with a replacement date within the next 6
months in red.
EXERCISE 3: INTEGRATING BIM MODELS ASSET MANAGEMENT AND
TRACKING SYSTEMS
Use the Revit DBLink utility to export, link and manage project
parameters from an external database (such as Access or SQL) for
asset tracking and management.
Verify that the shared parameters to be included in the export are
available as project parameters.
Create a database connec tion to move Revit data in and out of the
project database.
Open the Revit DB Link tool from the External tools drop-down
on the Add-Ins tab.
Create a new connection and choose the Microsoft Access
Driver as the new data source.
Navigate to a convenient location for the database and save the
DSN file. Then, click Finish to create the Access database file.
Select the new Access database file and export the data from the
project model.
Open the database file using Microsoft Access and change the
value of the Date Installed field for several of the elements thatappear in the database.
Return to Revit and open the Revit DBLink tool again to
re-import the updated data from the database file.
Click on Edit and Import to begin the import process.
When the import is complete, the Revit DBLink tool generates a
report displaying the updates to the BIM model data.
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p.18
BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Project Concepts
MODULE FOUR: FACILITIES MANAGEMENTCONTD
Open the plumbing fixture schedule created in the exercise and
confirm that the values changed in the Access database have
also been updated in the BIM model.
ASSESSMENT GUIDELINES:
FACILITIES MANAGEMENT
What kind of data is tracked to assist with space planning
activities?
Space p lanners t ypi cal ly t rack information on a room-by- room
basis. The values t racked can include: room area; room volume;
maximum occupancy; whether a room is assignable; which
department it is assigned to; the names of the occupants; the
current use; the materials (floor, wall, ceiling) in that room; key
codes; and so on. The Revit platform provides the flexibili ty to
add new parameters to the project model to support the space
planning and facili ties management needs of the building
managers as they are defined and updated.
What type of information is typically tracked for building
components to support preventive maintenance activities?
To support and track preventive maintenance activities, many
building managers track these values for the building compo-
nents: installation date, expected life cycle, expected replace-
ment data, estimated replacement cost, and maintenance
history. Using these values building managers can schedule
planned ma intenance and replacement activ iti es and budget
the associated costs.
What is the advantage of using shared parameters versus
project parameters for facilities management information?
The issue of what type of parameter to use when adding data
fields to you r buil ding mode l depends on how widely th at type
of information will be used. Project parameters can appear in
schedules , but cannot be used in tags o r sh ared wi th otherpro jec ts or ex ternal data editors . They can be ass igned to
multiple categories within a single project. Shared parameters
are more versatile. They can be shared by multiple projects and
famil ies , exported to ODBC , and appear in schedu les as wel l as
tags.
What is the advantage of linking a Revit project model to an
external database editor?
Linking a Revit project model to an external database or asset
management system enables other users of the facilities
information who are not facile with Revit to easily access and
update the values they need in their familiar tools. The
building data needs to access and flow between the various
systems, but it is not necessary fo r a ll users to be working
within the Revit environment.
Are there other tools available for linking Revit data to
spreadsheets and other editors?
The Revit DB Link add-in provides an easy way to link Revit
data to a Microsoft Access database. One important limitation
of Revit DB Link is that database must originally be created
using it; databases that have already been created using other
systems cann ot be l inked with th is too l. T here are a number of
good commercia lly ava ilable too ls for linki ng Rev it pro jec t da ta
to SQL databases and spreadsheets for editing and updating.
Search the web to f ind the latest list and view comparisons of
their features and advantages.
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p.19
Autodesk Design Academy | academy.autodesk.com
INSTRUCTOR MANUAL
BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
MODULE 01 CONSTRUCTION MODELING
DATASETS
Imperial
Module01Ex01_Modeling to Match Construction Methods_Imperial_Start.rvt
Module01Ex01_Modeling to Match Construction Methods_Imperial_Finished.rvt
Module01Ex02_Using Parts to Improve Model Accuracy_Imperial_Start.rvt
Module01Ex02_Using Parts to Improve Model Accuracy_Imperial_Finished.rvt
Module01Ex03_Using 3D Views to Enhance Design Communication_Imperial_Start.rvt
Module01Ex03_Using 3D Views to Enhance Design Communication_Imperial_Finished.rvt
Metric
Module01Ex01_Modeling to Match Construction Methods_Metric_Start.rvt
Module01Ex01_Modeling to Match Construction Methods_Metric_Finished.rvt
Module01Ex02_Using Parts to Improve Model Accuracy_Metric_Start.rvt
Module01Ex02_Using Parts to Improve Model Accuracy_Metric_Finished.rvt
Module01Ex03_Using 3D Views to Enhance Design Communication_Metric_Start.rvt
Module01Ex03_Using 3D Views to Enhance Design Communication_Metric_Finished.rvt
SOFTWARE TUTORIAL
Module01Ex01_Modeling to match construction methods_INT.mp4
Module01Ex02_Using Parts to Improve Model Accuracy_INT.mp4
Module01Ex03_Using 3D Views to Enhance Design Communication_INT.mp4
STEP BY STEP GUIDE Student Manual.pdf
PROJECT RESOURCES
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INSTRUCTOR MANUAL
BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
MODULE 02 4D SIMULATION AND CONSTRUCTION PLANNING
DATASETS
Imperial and Metric (Change units in Navisworks program)
Module02Ex01_4D Sim and Const Planning.nwd
Module02Ex01_4D Sim and Const Planning.nwc
Module02Ex02_Segment Elements to Model Locations for Scheduling.nwd
Module02Ex02_Segment Elements to Model Locations for Scheduling_Imperial_Finished.nwc
Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Finished_v4.nwd
Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Finished_v4.nwc
Module03Ex03_Creating Detailed Quantity Takeoffs_base line model.xlsx
Imperial
Module02Ex01_4D Sim and Const Planning_Imperial_Start.rvt
Module02Ex01_4D Sim and Const Planning_Imperial_Finished.rvt
Module02Ex01_Imperial_Timeline.csv
Module02Ex02_Segment Elements to Model Location for Scheduling_Imperial_Start.rvt
Module02Ex02_Segment Elements to Model Location for Scheduling_Imperial_Finished.rvt
Module02Ex02_Imperial_Timeline.csv
Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Start.rvt
Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Finished.rvt
Module02Ex03_Imperial_Timeline.csv
Metric
Module02Ex01_4D Sim and Const Planning_Metric_Start.rvt
Module02Ex01_4D Sim and Const Planning_Metric_Finished.rvt
Module02Ex01_Metric_Timeline.csv
Module02Ex02_Segment Elements to Model Location for Scheduling_Metric_Start.rvt
Module02Ex02_Segment Elements to Model Location for Scheduling_Metric_Finished.rvt
Module02Ex02_Metric_Timeline.csv
Module02Ex03_4D Simulation for Materials Planning and Mgt_Metric_Start.rvt
Module02Ex03_4D Simulation for Materials Planning and Mgt_Metric_Finished.rvt
Module02Ex03_Metric_Timeline.csv
SOFTWARE TUTORIAL
Module02Ex01_4D Simulations and Construction Planning_INT.mp4
Module02Ex02_Segmenting Elements to Model Location for Scheduling Tasks_INT.mp4
Module02Ex03_Using 4D Simulation for Materials Planning and Mgt_INT.mp4
STEP BY STEP GUIDE Student Manual.pdf
PROJECT RESOURCES
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INSTRUCTOR MANUAL
BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
MODULE 03 COST ESTIMATING AND QUANTITY TAKEOFF
DATASETS
Imperial and Metric (Change units in Navisworks program)
Module03Ex03_Creating Detailed Quantity Takeoffs.nwd
Module03Ex03_Creating Detailed Quantity Takeoffs.nwc
Imperial
Module03Ex01_Creating and Comparing Conceptual Estimates_Imperial_Start.rvt
Module03Ex01_Creating and Comparing Conceptual Estimates_Imperial_Finished.rvt
Module03Ex01_Imperial_ConceptualMass.rfa
Module03Ex01_Imperial_ConceptualMass_finished.rfa
Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Imperial_Start.rvt
Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Imperial_Finished.rvt
Module03Ex03_Creating Detailed Quantity Takeoffs_Imperial_Start.rvt
Module03Ex03_Creating Detailed Quantity Takeoffs_Imperial_Finished.rvt
Metric
Module03Ex01_Creating and Comparing Conceptual Estimates_Metric_Start.rvt
Module03Ex01_Creating and Comparing Conceptual Estimates_Metric_Finished.rvt
Module03Ex01_Metric_ConceptualMass.rfa
Module03Ex01_Metric_ConceptualMass_finished.rfa
Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Metric_Start.rvt
Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Metric_Finished.rvt
Module03Ex03_Creating Detailed Quantity Takeoffs_Metric_Start.rvt
Module03Ex03_Creating Detailed Quantity Takeoffs_Metric_Finished.rvt
SOFTWARE TUTORIAL
Module03Ex01_Creating and Comparing Conceptual Estimates_INT.mp4
Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_INT.mp4
Module03Ex03_Creating Detailed Quantity Takeoffs_INT.mp4
STEP BY STEP GUIDE Student Manual.pdf
PROJECT RESOURCES
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Autodesk Design Academy | academy.autodesk.com
INSTRUCTOR MANUAL
BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
MODULE 04 FACILITIES MANAGEMENT
DATASETS
Imperial and Metric
Revit 2015 Project Database.mdb
Revit 2016 Project Database.mdb
Imperial
Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Imperial_Start.rvt
Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Imperial_Finished.rvt
Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Imperial_Start.rvt
Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Imperial_Finished.rvt
Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Imperial_Start.rvt
Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Imperial_Finished.rvt
R2016_Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Imperial_Finished.rvt
Metric
Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Metric_Start.rvt
Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Metric_Finished.rvt
Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Metric_Start.rvt
Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Metric_Finished.rvt
Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Metric_Start.rvt
Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Metric_Finished.rvt
R2016_Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Metric_Finished.rvt
SOFTWARE TUTORIAL
Module04Ex01_Adding Facilities Mgt Info to BIM Model Elements_INT.mp4
Module04Ex02_Using BIM Models to Track and Plan Prev Maint_INT.mp4
Module04Ex03_Integrating BIM Models Asset Mgt and Tracking Systems_INT.mp4
STEP BY STEP GUIDE Student Manual.pdf
PROJECT RESOURCES
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INSTRUCTOR MANUAL
Autodesk Design Academy | academy autodesk com BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
Appendix A
COMMAND
VIEW CONTROL
HIDDEN LINE
SHADING WITH EDGES
VISIBILITY / GRAPHICS
VIEW PROPERTIES
WIRE FRAME
ZOOM ALL TO FIT
PREVIOUS SCROLL ZOOM
ZOOM TO FIT
ZOOM OUT (2X)
ZOOM IN REGION
REFRESH WINDOW
SNAP OVERRIDES
ENDPOINT
HORIZONTAL / VERTICAL
INTERSECTION
MIDPOINT
NEAREST
SNAPS OFF
PERPENDICULAR
QUADRANTS
SNAP TO REMOTE
STANDARD SNAPPING
TANGENT
WORK PLANE GRID
MODELING
WALL
WINDOW
DOOR
COMPONENT
MODELING LINES
COMMAND
EDIT
ARRAY
COPY
DELETE
GROUP
LOCK OBJECTS
MODIFY
MIRROR
MOVE
PROPERTIES
ROTATE
DRAFTING
DIMENSION
DETAIL LINES
SPOT ELEVATION
GRID
LEVEL
REFERENCE PLANE
ROOM TAG
TEXT
TAG
TOOLS
ALIGN
LINEWORK
OFFSET
PAINT
SPLIT FACE
SPLIT WALL AND LINES
TRIM AND EXTEND
SHORTCUT
HL
SD
VG
VP
WF
ZA
ZC
ZX
ZV
ZZ
F5
SE
SC
SI
SM
SN
SO
SP
SQ
SR
SS
ST
SW
WA
WN
DR
CM
LI
REVIT KEYBOARD SHORTCUTS
SHORTCUT
AR
CO
DE
GP
LO
MD
MM
MV
PR
RO
DI
DL
EL
GR
LL
RP
RT
TX
TG
AL
LW
OF
PT
SF
SL
TR