bim for construction management & planning

7/26/2019 BIM For Construction Management & Planning

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academy.autodesk.com

BIM for ConstructionManagement and PlanningINSTRUCTOR MANUAL2016


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INSTRUCTOR MANUAL

Autodesk Design Academy | academy.autodesk.com

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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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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
http://academy.autodesk.com/software/revithttp://fundamentals%20of%20architecture/http://fundamentals%20of%20architecture/http://academy.autodesk.com/software/revit


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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


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
https://apps.autodesk.com/RVT/en/Detail/Index?id=appstore.exchange.autodesk.com%3atimberframingforautodeskrevit2015_windows64%3aenhttps://apps.autodesk.com/RVT/en/Detail/Index?id=appstore.exchange.autodesk.com%3atimberframingforautodeskrevit2015_windows64%3aen


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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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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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Project Concepts


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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SOFTWARE COVERED:


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



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



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



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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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.


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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SOFTWARE COVERED:


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


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



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



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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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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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.


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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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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SOFTWARE COVERED:


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


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



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



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%3aen


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INSTRUCTOR MANUAL


p.16


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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INSTRUCTOR MANUAL


p.17


Project Concepts


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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INSTRUCTOR MANUAL


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Project Concepts


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.


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


INSTRUCTOR MANUAL


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


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


Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Start.rvt

Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Finished.rvt


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


Module02Ex03_4D Simulation for Materials Planning and Mgt_Metric_Start.rvt

Module02Ex03_4D Simulation for Materials Planning and Mgt_Metric_Finished.rvt


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


PROJECT RESOURCES


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INSTRUCTOR MANUAL


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


PROJECT RESOURCES


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p.22


INSTRUCTOR MANUAL


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


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

bim for construction management & planning

Documents