This Tab provides a list of pre-defined Project Status Codes and descriptions that can be used with your Drawing Manager Project Database to define the various stages a project will go through during its life cycle. As with any other list you can add your own custom codes and descriptions as required and delete any unwanted codes from the list. To configure your Project Status list go to The Project Settings tab of the Ribbon > click Configuration button > go to the Project Status Tab of the Project Configuration Dialog Box as shown below.

This tab gives you the ability within Drawing Manager to include and manage other forms of documents associated to your project besides your actual Revit Drawing Sheets. You can account for as many External Document Types as you like be it your own Architectural types of documents or to account for other consultants documents if you are needing to manage a Master Consultant Document Register for the project as a whole. This does not create any sheets etc inside your Revit Project when Synchronizing, it simply stores the data in your Drawing Manager project database but then allows you as a result to create a master document register for all consultants and document types – not just your own Architectural ...

This tab contains a number of its own sub-tabs for various aspects all of which relate directly to issuing documents from Drawing Manager and creating a Document Register. Before issuing anything however and creating a document register you will first of all need to have these details set up and pre-determined in advance. To configure your Issues list go to The Project Settings tab of the Ribbon > click Configuration button > go to the Issues Tab of the Project Configuration Dialog Box as shown below. Distribution Tab This is where you enter in all of your required recipients from Clients, to consultants to any other project stakeholders for which documentation may be issued during the project life cycle. Add: ...

Task Templates are a feature of Drawing Manager that allow you to define various Task Templates with particular tasks to be done under each task template which can then in turn be assigned to specific Sheets within Drawing Manager. This does not add any related parameters or Data back to your Revit Project as it is intended for functionality more for Revit Project managers within the Drawing Manager database only. Once a Task Template has been assigned to required sheets the corresponding task list will be generated for which other users on the project can then tick off a task once completed. To configure your Task Templates/Task lists go to The Project Settings tab of the Ribbon > click Configuration ...

User Meta Data is a way of adding additional sheet information that can be included and used in the Drawing Manager SQL database but not synchronized with your Revit Project. This data can be linked to Revit parameters to show on sheets and be included in the file name of exported sheets. SQL DB Column Name: enter the SQL column name for the meta data that will be added to the SQL SheetInfo table. Note: SQL DB Column Name can’t start with a numeric value or contain any spaces Meta Data Column Filter: The heading name of meta data column when shown in the main interface data grid of Drawing Manager. To include the User Meta Data column on the ...

Once you have done all the initial Drawing Manager setup work you can then save all the settings and create a Company Specific Drawing Manager Template from it. The advantage of establishing a Company Drawing Manager Template is that you can set it to be the default database Template used by Drawing Manager for all subsequent project databases created meaning that you don’t have to keep configuring the same setup routines each time you create a new project database with Drawing Manager. Once again as with any use of templates this provides not only efficiency of setup but consistency and conformity of projects throughout the company as well. To configure your Template list go to the Project Settings tab of ...

When you start implementing Drawing Manager in your organization you will no doubt already have Revit projects well underway that will contain sheets and titleblocks already set up natively within Revit itself. In order for Drawing Manager to start actively managing those sheets and synchronizing with them they need to of course be replicated within the Drawing Manager database itself. With Drawing Manager you have the ability to ‘Import’ your Revit sheets to be managed however before you do so you will need to ensure that you have first of all set up the sheet numbering format ahead of time to match that used on your actual Revit sheets. To import sheets to Drawing Manager click the Import button from ...

Ideally once Drawing Manager has been rolled out and implemented in your organization then the creation of all sheets for your Revit projects would be done from Drawing Manager on first principals instead of creating them natively within Revit and then importing into Drawing Manager. As such you may need to update your company Revit template file to remove any sheets or placeholders that may be present in your template file. Once you start a new project file from your company Revit template any sheets required should be created from scratch using Drawing Manager so they can be managed from there and not have to import any sheets from your Revit project. To create New Sheets within Drawing Manager click ...

There will no doubt be occasions where you will need to ‘insert’ a new sheet in between existing sheets that you have already created within Drawing Manager. This function is very easily done using Drawing Manager and by inserting a sheet it will also automatically renumber the subsequent sheets in the series for you. Select the current sheet from the main data grid for which you want to replace with an inserted sheet then click the Insert button form the Sheets panel of the Home Tab on the ribbon. In the below example the Current A.2.000 Elevation Sheet is selected in the Data grid as the sheet to be replaced and renumbered so that the inserted sheet will then become ...

There may well be situations where you have the need to delete Sheets for various reasons so hence there is the ability to do this also from Drawing Manager. To Delete Sheets with Drawing Manager select the sheet(s) to be deleted from the main data grid and then click the Delete button from the Sheets Panel of the Home tab. You will be given two options when deleting sheets to choose from; Do Not Delete Revit Sheet: if selected this will delete selected sheets from the Drawing Manager SQL project database but WILL NOT delete the actual Revit Sheets from your Revit Project. (default option) Delete Revit Sheets: if selected will delete selected sheets from the Drawing Manager SQL project ...