Instructor Manual PDF

BIM for Construction
Management and Planning

INSTRUCTOR MANUAL
2016
academy.autodesk.com
INSTRUCTOR MANUAL
Table of Contents
Project Overview.......................................................................... 3
Design Brief....................................................................... 3
Prerequisites...................................................................... 3
Learning Objectives. ........................................................... 3
Project Concepts.......................................................................... 4
Module 01 - Construction Modeling................................... 4
Module 02 - 4D Simulation and Construction Planning........ 8
Module 03 - Cost Estimating and Quantity Takeoff . . ........... 11
Module 04 - Facilities Management ................................... 15
Project 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
Autodesk Design Academy | academy.autodesk.com BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING
p. 2
INSTRUCTOR MANUAL
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 project’s constructability before it’s 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.
SOFTWARE LEARNING OBJECTIVES

Autodesk® Revit ® 2015, SP3 and
higher
Autodesk® Navisworks® 2015, SP3

and higher
01 Create building models that more accurately reflect the construction
techniques that will be used for the materials and systems specified.
TIME
02
Create 4D simulations to support construction planning and assess the
11-15 HOURS impact of proposed design features on the construction schedule and
workflow.
LEVEL
Intermediate
PREREQUISITE
03 Create building models to support conceptual cost estimating and quantity
takeoffs.
To build up your software skills for

this project refer to the following Explore how to use BIM to track, update, and maintain facilities manage-
How-To video series for Revit:
• User Interface
04 ment information to support better planning, operations, and maintenance
decision-making throughout a building’s life cycle.
• File Management
and more
ADDITIONAL RESOURCES
Fundamentals of Architecture
Module 06 - Building Documenta-

tion - Sections and Elevations
Module 12 - Building Documenta-

tion - Schedules
p. 3
INSTRUCTOR MANUAL
Project Concepts
MODULE ONE: CONSTRUCTION MODELING
SOFTWARE COVERED: • Create 3D details to enhance communication of design intent.

Autodesk® Revit® 2015 and higher. • Use parts to create exploded views.
Autodesk® Timber Frame 2015 Extension (Exchange Apps) • Add annotations, text, and tags to 3D views.
MODULE ONE LEARNING OBJECTIVES: • Utilize keynotes to ensure consistency.
• 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. EXERCISE 1 FINISHED STEEL FRAMING
• Accurately model building elements to reflect planned construc-
tion materials and methods.
• Specify element spans, top and bottom constraints, and
boundaries.
• Split and subdivide elements to match construction tasks.
• Use Revit extensions to auto-generate models of structural
features.
EXERCISE 2: USING PARTS TO IMPROVE MODEL ACCURACY
PROJECT STEPS IN EXERCISE TWO:

EXERCISE 1 FINISHED CONCRETE FRAMING
• 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. EXERCISE 1 FINISHED WOOD FRAMING

p. 4
INSTRUCTOR MANUAL
Project Concepts
CONT’D
EXERCISE 2 FINISHED DIVIDED PARTS FOR WALLS EXERCISE 3 FINISHED SHEET WITH 2D AND 3D DETAILS
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

EXERCISE 2 FINISHED DIVIDED PARTS FOR FLOORS
alternatives—cast-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 independently 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.
EXERCISE 2 FINISHED PARTS SCHEDULE FOR FLOORS

p. 5
INSTRUCTOR MANUAL
Project Concepts
CONT’D
• Use the Revit Wood Framing Walls extensions to add structural • Compare the advantages using 2D versus 3D views for docu-
framing elements (studs, plates, and headers) to the exterior menting design intent.
wall on the north side of the building.
EXERCISE 2: USING PARTS TO IMPROVE MODEL ACCURACY

ASSESSMENT GUIDELINES:
• Create schedules summarizing the areas and quantities of the
CONSTRUCTION MODELING
materials contained in the wall and floor elements of the
building in the exercise dataset. • What types of building elements are typically affected when
refining BIM models to match the building process?
• Create parts to separate the layers of the wall and floor
elements, and then divide the parts to more accurately model Construction methods can vary greatly due variations in the
design features. construction techniques commonly used for different building
materials. For example, the sequence of operations and
• Create a checkerboard pattern using two alternative stone
erection strategy is typically very different for steel-frame
materials on the top layer of the floor in the first floor lobby
versus concrete-frame structures.
area.
The elements that are most often in need of refinement
• Adjust the parts of the interior walls in the lobby area to model
include:
a special wainscot material to be applied to the lower half of
walls on the lobby side. Items that are easily modeled as spanning several floor levels
– for example, structural columns and exterior walls. Although
• Create a schedule of the parts and a materials takeoff to
these elements will align at each floor level, they will likely be
summarize the quantities of the materials in the updated lobby
built one or two levels at a time.
design.
Items that are modeled as multi-layered structures, which are
• Compare these quantities to the original estimates from the first
actually building in several discrete steps – for example, floor
step of the exercise.
and roof types that include both structural and finish layers in
EXERCISE 3: USING 3D VIEWS TO ENHANCE DESIGN COMMUNICA- the type definition.
TION A good overall guideline is that the elements in the BIM model
• Create a 2D callout showing the details of the lobby interior should broken into pieces that closely reflect the likely
wall elements from the previous exercise. construction process.
• Add annotations, tags, and keynotes to fully explain the • What are the essential differences to consider when modeling
features shown in the view. steel or wood versus concrete building systems?
• Place this 2D view on a sheet. Steel framing, wood framing, and pre-cast concrete are
examples of stick-built systems, composed by placing and
• Create a 3D exploded view showing the layers of the same wall
assembling lots of individual elements. As these individual
element.
elements are modeled, precise placement at the proper height
• Create a 3D view, and then use the Orient to View tool to set a and with the appropriate joining conditions is critical to avoid
similar viewpoint. interferences and create accurate models that will be useful for
construction planning and structural analysis.
• Adjust the boundaries of the parts to expose the layers of the
wall element in the view. Cast-in-place concrete is an example of a monolithic system,
created by building temporary formwork and then placing
• Add annotations, tags, and keynotes to fully explain the
concrete (and reinforcing materials) in the forms. The individual
features shown in the view.
building elements (columns, beams, slabs) typically merge into
• Place this 3D exploded view on a sheet, side-by-side with the a singular monolith when the concrete placed, so overlaps and
2D view. intersections between these model elements is appropriate.
p. 6
INSTRUCTOR MANUAL
Project Concepts
CONT’D
• 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 views are often 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.
p. 7
INSTRUCTOR MANUAL
Project Concepts
MODULE TWO: 4D SIMULATION AND CONSTRUC-
TION PLANNING
SOFTWARE COVERED: EXERCISE 3: USING 4D SIMULATION FOR MATERIALS PLANNING

AND MANAGEMENT
Autodesk® Revit® 2015 and higher.
Autodesk® Navisworks® 2015 and higher. Estimated time 15-20 minutes
PROJECT STEPS IN EXERCISE THREE:

• dd shared and project parameters to a construction model to
A
MODULE TWO LEARNING OBJECTIVES:
track the status of building elements.
• Explore modeling techniques for creating better and more
accurate 4D simulations. • reate schedules in Revit for planning and managing materials
C
acquisition.
• Modeling building elements to reflect planned construction
techniques. • U se 4D simulation to identify materials availability problems.
• Add information to building model elements that supports • djust construction plans and sequences based on materials
A
additional uses of the data in the building model. availability.
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 the

hierarchy of tasks.
• Create selection sets and search sets to facilitate linking model

elements to the schedule tasks.
• Specify simulation settings and run 4D simulations.
• I dentify inaccuracies in simulations based on element modeling

techniques.
• ivide elements and use parts to improve construction

D
simulations. EXERCISE 1 FINISHED - NAVISWORKS TIMELINER VIDEO
EXERCISE 2: SEGMENTING ELEMENTS TO MODEL LOCATION FOR

SCHEDULING TASKS
• se 4D simulations to identify opportunities for improving

U
construction plans.
• ivide building elements into segments to enhance construction

D
workflows.
• educe delays and improve construction schedules using

R
location-based, parallel task scheduling strategies.
EXERCISE 2 FINISHED - NAVISWORKS TIMELINER VIDEO
p. 8
INSTRUCTOR MANUAL
Project Concepts
TION PLANNING CONT’D
accurately reflect the planned construction sequence. Adjust the:
• C olumn and wall top and bottom constraints.
• Wall heights and segmentation.
• F loor 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:
• M ulti-layer wall elements
• M ulti-layer floor elements

EXERCISE 3 FINISHED - NAVISWORKS MATERIAL MANAGEMENT
• M ulti-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.
LESSON OVERVIEW Run the 4D simulation and note the aspects that need further
improvement to accurately model the sequence of construction oper-
In this lesson, students explore how to use 4D simulation to support
ations.
construction planning and assess the impact of proposed design
features on the construction schedule and workflow. This feedback EXERCISE 2: SEGMENTING ELEMENTS TO MODEL LOCATION FOR
provides valuable information to inform decisions as project teams SCHEDULING TASKS
evaluate and assess potential design features and construction
options. • un the 4D simulation created in the previous exercise and look
R
for items that are delayed, waiting for previous tasks to be
STUDENT EXERCISES: completed.
EXERCISE 1: 4D SIMULATIONS AND CONSTRUCTION PLANNING • evise a strategy for using location-based, parallel tasks to
D
subdivide long tasks and shorten the project schedule by
Create a 4D simulation of the construction process for the building in
improving workflows. Consider the:
the exercise dataset.
• A ssignment of building elements to work areas
• se the construction milestone schedule provided in the dataset
U
to create tasks for the planned sequence of activities. • C olumn and wall top and bottom constraints
• reate search and selection sets to link model elements to the
C • Wall segmentation
construction schedule.
• Floor and slab divisions.
• R un the 4D simulation and save the results as a movie.
• eturn to the Revit model and adjust or divide the building
R
Review the 4D simulation and note the operations that are not be elements as needed to model this new construction sequence.
represented accurately:
• E xport the new construction model to Navisworks and create a
• E lements being constructed at the wrong time. new 4D simulation of the revised construction process using the
location-based scheduling strategy.
• E lements that are grouped that would actually be constructed
in separate operations. • un the 4D simulation and note potential opportunities for
R
further improvements to the planned sequence of construction
Devise a strategy for reorganizing and dividing the elements to
operations.
facilitate more accurate simulation of the construction process.
Return to the Revit model and adjust the building elements to more
p. 9
INSTRUCTOR MANUAL
Project Concepts
TION PLANNING CONT’D
EXERCISE 3: USING 4D SIMULATION FOR MATERIALS PLANNING construction operations. For example, they individual layers
AND MANAGEMENT and materials of a multi-layer wall are typically installed at
different times—first, the structural core layers, followed by
• un a 4D simulation on the model file contained in the dataset
R
the exterior cladding and weatherproofing layers, and finally
to identify the construction tasks planned for a specific time
the interior finish layers after the building is weathertight.
period – for example, week 11 of the project schedule.
Breaking the wall into parts enables the different layers to be
• reate a search filter to isolate the building elements required
C assigned to the right craft crews and scheduled at the
for this set of tasks. appropriate time in the project timeline. While the modeling
efficiency of creating multi-layer elements benefits the design
• efine the search filter and viewpoint settings to highlight these
R
process, from a construction modeling perspective, these
elements based upon their availability – green for elements that
layers should be separated and worked with independently.
are available, and red for elements that are not available.
• How do location-based workflows improve construction
• I dentify the building elements that are not available and require
schedules?
expediting to allow construction as planned.
Location-based workflows divide large schedule tasks in
smaller ones, based on the work area in which they will be
ASSESSMENT GUIDELINES: performed. These smaller tasks can typically be sequenced into
parallel workflows that greatly reduce the delays of waiting for
4D SIMULATION AND CONSTRUCTION PLANNING large tasks to be completed sequentially. Using location-based
• What is the advantage of using search sets versus selection sets scheduling, construction planners can optimize and balance
for selecting model elements in Navisworks Manage? crew sizes to create smooth flows of tasks, constrained
primarily by the availability of the work areas. And reduction
As model elements are changed, search sets dynamically
of the delays between individual tasks, typically yields big
update to select all of the model elements that meet the search
savings in the overall project schedule.
criteria. Selection sets are static. Once defined, they do not
change automatically. So, as new elements are added to a
model, you must adjust the selection sets manually.
• hat is the advantage of adding task IDs to building elements

W
in Revit to manage schedule linking?
Adding task IDs to building elements a Revit model makes it

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
specific task and link them to the project timeline. This
approach is much quicker and easer than defining search sets
in Navisworks Manage based on element properties, such as
name 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
p. 10
INSTRUCTOR MANUAL
Project Concepts
MODULE THREE: COST ESTIMATING AND QUAN-
TITY TAKEOFF
SOFTWARE COVERED: EXERCISE 3: CREATING DETAILED QUANTITY TAKEOFFS
Autodesk® Revit® 2015 and higher. Estimated time 60-90 minutes
MODULE THREE LEARNING OBJECTIVES: PROJECT STEPS IN EXERCISE THREE:

• Explore how to define new design option sets and experiment • Transfer a Revit project model to Navisworks Manage for
with design. alternatives quantification
• Appreciate how to present each design option in separate • Choose which model elements to takeoff and quantify.
views.
• Build or import an item and resources catalog which are
• Understand how to choose a design option as the final solution
populated with the work and resource breakdown structure
and discard the other alternatives.
• Takeoff quantities from several building types in the 3D project
EXERCISE 1: CREATING AND COMPARING CONCEPTUAL ESTIMATES model.
Estimated time 45 - 60 minutes • Apply resource data to takeoff items.
PROJECT STEPS IN EXERCISE ONE: • Track changes between model revisions.
• Create conceptual mass families to quickly model conceptual • Summarize takeoff quantities in Navisworks Quantification and
design alternatives. by exporting to spreadsheets or cost estimation software.
• 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, perimeter, 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- EXERCISE 1 FINISHED - CONCEPTUAL MODEL
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 1 FINISHED - CONCEPTUAL ESTIMATE

p. 11
INSTRUCTOR MANUAL
Project Concepts
TITY TAKEOFF CONT’D
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 a

building.
STUDENT EXERCISES:
EXERCISE 2 FINISHED - CONCEPTUAL MODEL 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 entire
building based on the areas enclosed.
Duplicate the previous estimate 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
EXERCISE 2 FINISHED - MULTI-CATEGORY MATERIAL TAKEOFF
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 enable 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.
EXERCISE 3 FINISHED - NAVISWORKS QUANTITY TAKEOFF

p. 12
INSTRUCTOR MANUAL
Project Concepts
EXERCISE 2: REUSING PRELIMINARY COST ESTIMATES TO INFORM EXERCISE 3: CREATING DETAILED QUANTITY TAKEOFFS
DESIGN Use Autodesk Navisworks to tabulate key quantities for the building
Create schedules of the wall, floor, and roof elements in the building model contained in the dataset including:
model contained in the dataset. • Exterior Glazing
• Include fields showing the type and key dimensions of the • Walls
elements (length, height, and area – as applicable).
• Roofs
• Group the items in each schedule by type and add subtotals for
the Area parameters in the group footers. • Railings
Add new parameters to these schedules to convert the model • ake a family type change, addition or deletion to the Revit
M
quantities into preliminary cost estimates. project and reexport to Navisworks to perform a cost reliability
analysis between model revisions. Accept or reject the
• Add a shared parameter for recording a preliminary unit cost changes.
(per square foot) and associate this shared parameter with the
wall, floor, and roof elements as a type parameter. • reate a report summarizing these key quantities and export it
C
for analysis in spreadsheet or cost estimating software.
• Add this preliminary unit cost parameter to each of the
schedules.
• Add another new parameter – a calculated value multiplying the ASSESSMENT GUIDELINES:
preliminary unit cost by the area of each element – to compute
COST ESTIMATING AND QUANTITY TAKEOFFS
a preliminary cost estimate for each element.
• What is the advantage of using design options in Revit for
• Look up preliminary cost data ($ per square foot) for each of
comparing and analyzing conceptual designs?
the wall, floor, and roof types in the building model.
By using design options, you can easily apply any special views
• Enter these values quickly by selecting the appropriate cells in
or schedules that you define to analyze you design to evaluate
the schedules, and entering the values there. Since the
each of the alternatives. Using this approach, you create
preliminary unit cost is a type parameter, the value entered will
master views that can be applied to all design options, then
be applied to all elements of that type.
update and enhance them in one place.
• Add subtotals for the preliminary cost estimate parameter to
To apply these views to specific design alternatives, duplicate
the group footers to report a subtotal by each type and a grand
the view and adjust the visibility graphics overrides for that
total for all the wall, floor, and roof elements.
view to display the desired design option. You can also display
Create design options and use schedules to quickly compare the the views and schedules for several design options side-by-side
preliminary cost impacts as you vary the size, shape, and types of the on a sheet for each comparison and presentation.
model elements in each option.
• hy is using conceptual masses a better approach for concep-
W
• Create duplicate of the preliminary cost estimate schedules for tual design?
each design option and use the visibility graphics overrides to
Conceptual masses enable you to quickly model and explore
display the appropriate data for each option.
different building shapes, massing, and placement—some of
• Place the preliminary cost estimate schedules for several options the most important decisions to be made during conceptual
side-by-side on a sheet to easily compare the estimates for the design—without getting distracted by the details of modeling
different alternatives. 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?
p. 13
INSTRUCTOR MANUAL
Project Concepts
• What types of building elements are typically quantified... Using design work.
counts?
Counts (each) are typically used to quantity components that

are installed as individual units—for example, doors, windows,
skylights, fixtures, furniture, lighting, structural framing
elements, and so on. Length (LF) is used to quantify elements
where the cost will depend on the length installed—for
example, railing, piping, fascia and so on. Area (SF) is used to
describe element with a common thickness, where the cost will
depend on the area installed—for 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 constraints—for example, cast-in-
place concrete or expanding foam insulation.
• What are the best sources for cost data?
The best source for cost data is a firm’s historical records. The
actual data from past projects takes into account all of the
specific features of a firm’s techniques, construction strategy,
and management style, so it is by far the most accurate
predictor of future costs. For this reason, it is vitally important
for firms to keep accurate cost accounting records for current
projects. The data affects not only the current project, but also
impacts the reliability of future predictions. When historical
data is not available, estimators typically rely on external cost
source books and online databases for cost information. 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
project scale, project location, local labor costs differences,
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 cost

metrics to be used in preparing a conceptual estimate, it is
critical to adapt and scale the data to accurately the new
project conditions and differences from the projects used as
the basis for comparison. For example, it is common to apply
adjustments that consider the effects of differences in project
scale, project location, uses and functions, and appropriate
inflation factors. Conceptual estimating is both an art and a
science. But, experienced estimators can create amazing
accurate conceptual estimates to confirm the feasibility of a
proposed design and provide a target value for continuing
p. 14
INSTRUCTOR MANUAL
Project Concepts
MODULE FOUR: FACILITIES MANAGEMENT
SOFTWARE COVERED: • Highlight building elements in schedule views based upon

parameter values using conditional formatting.
Autodesk® Revit® 2015 and higher.
• Use filters and graphic overrides to select and highlight
Exercise 03 requirements:
elements in 3D views.
Autodesk® Revit® 2015 DB Link (obtain from accounts.autodesk.
com, Management menu, Quick links heading> Product Enhance- EXERCISE 3: INTEGRATING BIM MODELS ASSET MANAGEMENT AND
ments link) TRACKING SYSTEMS
Autodesk® Revit® 2016 DB Link Estimated time 15-30 minutes
Microsoft Access Database Engine 2010 Redistributable PROJECT STEPS IN EXERCISE THREE:
MODULE FOUR LEARNING OBJECTIVES: • Compile and update building performance and element tracking
data.
• Explore how to create and manage meta data for building
elements. • Export BIM model data to external editors (such as spread-
sheets and databases) for updating.
• Create reports of meta data of the building model to assist with
facilities management. • Import and merge external data into a BIM model.
• Learn to export BIM data to external databases for use with
asset 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.

EXERCISE 1 FINISHED - ASSIGNABLE SPACE LEGEND
• 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. EXERCISE 1 FINISHED - SPACE UTILIZATION SUMMARY
p. 15
INSTRUCTOR MANUAL
Project Concepts
CONT’D
EXERCISE 2 FINISHED - 10 YEAR LIFE CYCLE REPLACEMENTS EXERCISE 3 FINISHED - DATABASE IMPORT TO REVIT
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 throughout
a building’s life cycle.
EXERCISE 1: ADDING FACILITIES MANAGEMENT INFORMATION TO

BIM MODEL ELEMENTS
• Create formulas to make comparisons between Gross and Net

EXERCISE 2 FINISHED - FLOOR REPLACEMENT PLANNING SCHEDULE 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 simply toggle a room’s 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 Assignable Area: If(Assignable, Area, 0 SF)
EXERCISE 3 FINISHED - CHANGES MADE IN MS ACCESS DATABASE o Assignable Area %: Assignable Area /
p. 16
INSTRUCTOR MANUAL
Project Concepts
CONT’D
o Net to Gross %: Area / • Create project parameters with the same names and link them
to the shared parameters. These should be instance parameters
• Create a plan view and use a color fill legend to display a
to enable tracking of individual elements.
custom color scheme based on the space’s designation as an
assignable or non-assignable area. • Assign these project parameters to all categories except floors
and rooms.
EXERCISE 2: USING BIM MODELS TO TRACK AND PLAN PREVENTIVE
MAINTENANCE Create a plumbing fixture schedule and applying the Filters and
Sorting/Grouping options to create a schedule similar to the one that
Create project parameters and set up a schedule for tracking life appears in Figure 7.5.4.
cycle information of building elements (such as flooring, plumbing
fixtures, doors, furniture, and so on.) Create a filter and use visibility graphics overrides to the highlight
items in a 3D view based on this maintenance data. For example,
• Create project parameters to track information about the floors. highlight the items with a replacement date within the next 6
These should be instance parameters assigned to the room months in red.
category, and they should appear in the floor schedule. For
example: EXERCISE 3: INTEGRATING BIM MODELS ASSET MANAGEMENT AND
TRACKING SYSTEMS
Floor Installation Year
Use the Revit DBLink utility to export, link and manage project
Floor Life cycle
parameters from an external database (such as Access or SQL) for
Floor Type (material name) asset tracking and management.
Floor Cost per SF Verify that the shared parameters to be included in the export are
available as project parameters.
• Duplicate the existing room schedule and add these new fields.
Create a database connection to move Revit data in and out of the
• Add formulas to compute and track the flooring replacement
project database.
information using these formulas:
• Open the Revit DB Link tool from the External tools drop-down
Floor Replacement Year: Floor Installation Year + Floor
on the Add-Ins tab.
Life cycle
• Create a new connection and choose the Microsoft Access
Floor Replacement Cost: Floor Cost per SF * Area / 1 SF Driver as the new data source.
• Enter values for these new fields in the room schedule or by • Navigate to a convenient location for the database and save the
selecting the room objects in a floor plan view and editing the DSN file. Then, click Finish to create the Access database file.
values in the properties palette.
Select the new Access database file and export the data from the
• Use conditional formatting to highlight the floors requiring project model.
replacement within one year.
• Open the database file using Microsoft Access and change the
Use a similar process to add life cycle tracking parameters to the value of the Date Installed field for several of the elements that
component families in the project. appear in the database.
• Create shared parameters to enable them to be accessed from • Return to Revit and open the Revit DBLink tool again to
any project and provide the ability to be exported them to re-import the updated data from the database file.
external databases (for example, Microsoft Access or SQL) for
Click on Edit and Import to begin the import process.
updating outside of the Revit environment.
• When the import is complete, the Revit DBLink tool generates a
• Installation Year
report displaying the updates to the BIM model data.
• Life cycle
• Replacement Cost
p. 17
INSTRUCTOR MANUAL
Project Concepts
CONT’D
• Open the plumbing fixture schedule created in the exercise and information who are not facile with Revit to easily access and
confirm that the values changed in the Access database have update the values they need in their familiar tools.   The
also been updated in the BIM model. building data needs to access and flow between the various
systems, but it is not necessary for all users to be working
within the Revit environment.
ASSESSMENT GUIDELINES:
• Are there other tools available for linking Revit data to
FACILITIES MANAGEMENT spreadsheets and other editors?
• What kind of data is tracked to assist with space planning The Revit DB Link add-in provides an easy way to link Revit
activities? data to a Microsoft Access database. One important limitation
of Revit DB Link is that database must originally be created
Space planners typically track information on a room-by-room
using it; databases that have already been created using other
basis. The values tracked can include: room area; room volume;
systems cannot be linked with this tool. There are a number of
maximum occupancy; whether a room is assignable; which
good commercially available tools for linking Revit project data
department it is assigned to; the names of the occupants; the
to SQL databases and spreadsheets for editing and updating.
current use; the materials (floor, wall, ceiling) in that room; key
Search the web to find the latest list and view comparisons of
codes; and so on.   The Revit platform provides the flexibility to
their features and advantages.
add new parameters to the project model to support the space
planning and facilities 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 maintenance and replacement activities 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 your building model depends on how widely that type
of information will be used. Project parameters can appear in
schedules, but cannot be used in tags or shared with other
projects or external data editors. They can be assigned to
multiple categories within a single project. Shared parameters
are more versatile. They can be shared by multiple projects and
families, exported to ODBC, and appear in schedules as well 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
p. 18
INSTRUCTOR MANUAL
PROJECT RESOURCES
MODULE 01 CONSTRUCTION MODELING

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
DATASETS
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
Module01Ex01_Modeling to match construction methods_INT.mp4
SOFTWARE TUTORIAL 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
p. 19
INSTRUCTOR MANUAL
PROJECT RESOURCES
MODULE 02 4D SIMULATION AND CONSTRUCTION PLANNING

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
DATASETS 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
Module02Ex01_4D Simulations and Construction Planning_INT.mp4
SOFTWARE TUTORIAL Module02Ex02_Segmenting Elements to Model Location for Scheduling Tasks_INT.mp4
Module02Ex03_Using 4D Simulation for Materials Planning and Mgt_INT.mp4
p. 20
INSTRUCTOR MANUAL
PROJECT RESOURCES
MODULE 03 COST ESTIMATING AND QUANTITY TAKEOFF

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
DATASETS 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
Module03Ex01_Creating and Comparing Conceptual Estimates_INT.mp4
SOFTWARE TUTORIAL Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_INT.mp4
Module03Ex03_Creating Detailed Quantity Takeoffs_INT.mp4
p. 21
INSTRUCTOR MANUAL
PROJECT RESOURCES
MODULE 04 FACILITIES MANAGEMENT

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
DATASETS 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
Module04Ex01_Adding Facilities Mgt Info to BIM Model Elements_INT.mp4
SOFTWARE TUTORIAL Module04Ex02_Using BIM Models to Track and Plan Prev Maint_INT.mp4
Module04Ex03_Integrating BIM Models Asset Mgt and Tracking Systems_INT.mp4
p. 22
INSTRUCTOR MANUAL
Appendix A
REVIT KEYBOARD SHORTCUTS
COMMAND SHORTCUT COMMAND SHORTCUT

VIEW CONTROL EDIT
HIDDEN LINE HL ARRAY AR
SHADING WITH EDGES SD COPY CO
VISIBILITY / GRAPHICS VG DELETE DE
VIEW PROPERTIES VP GROUP GP
WIRE FRAME WF LOCK OBJECTS LO
ZOOM ALL TO FIT ZA MODIFY MD
PREVIOUS SCROLL ZOOM ZC MIRROR MM
ZOOM TO FIT ZX MOVE MV
ZOOM OUT (2X) ZV PROPERTIES PR
ZOOM IN REGION ZZ ROTATE RO
REFRESH WINDOW F5 DRAFTING
SNAP OVERRIDES DIMENSION DI
ENDPOINT SE DETAIL LINES DL
HORIZONTAL / VERTICAL SC SPOT ELEVATION EL
INTERSECTION SI GRID GR
MIDPOINT SM LEVEL LL
NEAREST SN REFERENCE PLANE RP
SNAPS OFF SO ROOM TAG RT
PERPENDICULAR SP TEXT TX
QUADRANTS SQ TAG TG
SNAP TO REMOTE SR TOOLS
STANDARD SNAPPING SS ALIGN AL
TANGENT ST LINEWORK LW
WORK PLANE GRID SW OFFSET OF
MODELING PAINT PT
WALL WA SPLIT FACE SF
WINDOW WN SPLIT WALL AND LINES SL
DOOR DR TRIM AND EXTEND TR
COMPONENT CM
MODELING LINES LI
p. 23

Instructor Manual PDF

Caricato da

Informazioni sul documento

Titolo originale

Copyright

Formati disponibili

Condividi questo documento

Condividi o incorpora il documento

Opzioni di condivisione

Hai trovato utile questo documento?

Questo contenuto è inappropriato?

Copyright:

Formati disponibili

Instructor Manual PDF

Caricato da

Copyright:

Formati disponibili

BIM for Construction

Management and Planning

Learning Objectives. ........................................................... 3

Module 01 - Construction Modeling................................... 4

Module 02 - 4D Simulation and Construction Planning........ 8

Module 03 - Cost Estimating and Quantity Takeoff . . ........... 11

Module 04 - Facilities Management ................................... 15

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

Revit keyboard shortcut listing............................................ 23

SOFTWARE LEARNING OBJECTIVES

Autodesk® Navisworks® 2015, SP3

To build up your software skills for

Module 06 - Building Documenta-

Module 12 - Building Documenta-

SOFTWARE COVERED: • Create 3D details to enhance communication of design intent.

MODULE ONE LEARNING OBJECTIVES: • Utilize keynotes to ensure consistency.

• Model building elements and structural systems to reflect

• Break multi-layer elements into pieces to improve BIM models

• Create 3D details and exploded views to enhance their design

EXERCISE 1: MODELING TO MATCH CONSTRUCTION METHODS

Estimated time 90-120 minutes

PROJECT STEPS IN EXERCISE ONE:

EXERCISE 2: USING PARTS TO IMPROVE MODEL ACCURACY

Estimated time 60-90 minutes

PROJECT STEPS IN EXERCISE TWO:

• Create parts to separate multi-layer elements into individual

• Divide parts to model material changes in specific areas.

• Schedule parts for more accurate material and quantity

EXERCISE 3: USING 3D VIEWS TO ENHANCE DESIGN COMMUNICA-

Estimated time 60-90 minutes

PROJECT STEPS IN EXERCISE THREE:

• Explore 2D details and callouts in a project. EXERCISE 1 FINISHED WOOD FRAMING

In this lesson, students explore how to create building models that

EXERCISE 1: MODELING TO MATCH CONSTRUCTION METHODS

• Create design options for modeling two common construction

• All elements will be formed and cast-in-place.

• The planned construction sequence is to build one floor level

• All steel framing elements will be delivered independently and

• Columns will be joined at 3 feet above each floor level.

• Create a sheet and place similar 3D views showing the two

EXERCISE 2 FINISHED PARTS SCHEDULE FOR FLOORS

EXERCISE 2: USING PARTS TO IMPROVE MODEL ACCURACY

• What are the advantages of using 3D details compared to 2D

The focus of all detailing is to accurately convey your design

3D views are often easier to understand than 2D sections

• When should exploded 3D views be used?

Use exploded views to expose hidden or difficult-to-understand

SOFTWARE COVERED: EXERCISE 3: USING 4D SIMULATION FOR MATERIALS PLANNING

Autodesk® Navisworks® 2015 and higher. Estimated time 15-20 minutes

PROJECT STEPS IN EXERCISE THREE:

Estimated time 90-120 minutes

PROJECT STEPS IN EXERCISE ONE:

• Use the Navisworks Timeliner tool to create 4D simulations of

• Link a schedule file to the TimeLiner tool and generate the

• Create selection sets and search sets to facilitate linking model

• Specify simulation settings and run 4D simulations.

• I dentify inaccuracies in simulations based on element modeling

• ivide elements and use parts to improve construction

EXERCISE 2: SEGMENTING ELEMENTS TO MODEL LOCATION FOR

Estimated time 90-120 minutes