Project Setup

Sets up levels, views, view templates, Project Browser parameters, sheets and schedules in one guided run of eight steps.

Ribbon button: Project Setup Wizard

1. Click Project Setup Wizard. On step 1, choose a profile and enter the project name and number.
2. On step 2, add your levels or use Load existing levels, tick the plans each needs, then press Validate.
3. On steps 3 to 6, choose the views, templates, browser parameters, sheets and schedules you want.
4. On step 7, check the preview, tick All or nothing if you want, then press Execute... and confirm.
5. On step 8, read the report and use Select & Zoom to find new items.

Before you run it: Nothing changes before step 7. Press Save as... on step 1 to keep your settings as a profile for the next project.

Adds new levels, with their floor and ceiling plans, without running the whole wizard.

Ribbon button: Levels

1. Click Levels. The window loads the levels that already exist.
2. Add the new levels and tick Floor plan / Ceiling plan for each one that needs plans.
3. Press Validate and correct any flagged row. Type elevations as numbers, with a dot for decimals.
4. Preview, then execute and confirm. Use Select & Zoom in the report to find the new levels.

Before you run it: Plans are only made where you tick Floor plan / Ceiling plan, so tick them for every new level that needs plans.

Creates floor and ceiling plans for existing levels, with your naming pattern, view type, scale and detail level.

Ribbon button: Plan Views

1. Click Plan Views and tick Floor plan / Ceiling plan for the levels you want.
2. Set the naming pattern, view type, scale and detail level, and optionally a template.
3. Preview. Plans whose name already exists show as Reused.
4. Confirm, then open the new plans with Select & Zoom from the report.

Before you run it: Empty naming tokens are dropped, so ME_{Zone}_L01 becomes ME_L01 when Zone is empty. Re-runs reuse plans with the same name.

Creates one working 3D view per level, with a section box from that level to the one above, plus an optional coordination 3D view.

Ribbon button: 3D Views

1. Click 3D Views on the Project Setup panel.
2. Check the level rows and remove any you don't need. Each row gives one 3D view.
3. Choose whether to create the coordination 3D view as well.
4. Preview, confirm, and open the new views with Select & Zoom.

Before you run it: These views let you work on the services one floor at a time. To give them a template, use Apply Templates afterwards.

Creates north, east, south and west elevations plus a long and a cross section through the model centre, and checks every level shows.

Ribbon button: Elev & Sections

1. Click Elev & Sections on the Project Setup panel.
2. Choose the level whose floor plan hosts the elevation markers. That level needs a floor plan.
3. Preview, then confirm.
4. Read the report, including any level reported as missing from a new view.
5. Open each new view and check its crop region.

Before you run it: The crop uses Revit's default, so run View Crop Assistant on the Views & Display panel afterwards to crop the new views.

Lists your view templates with their usage, flags unused ones, and makes new templates from a view or from a copy of a template.

Ribbon button: Template Builder

1. Click Template Builder. The list shows each template with its view type and usage.
2. To make a template from a view, use Create from view..., pick the view and name it.
3. To copy a template, select it, use Duplicate selected... and name the copy.
4. Confirm and read the report. If a copy can't be made, the report gives you the manual steps.

Before you run it: Your existing templates are never edited. Use Apply Templates next to put the new template on views.

Puts a view template on many existing views at once, after checking that it fits each view.

Ribbon button: Apply Templates

1. Click Apply Templates. Filter the views by type and name, or show only views without a template.
2. Tick the views and pick the template.
3. Click Check compatibility. Each row shows OK, INCOMPATIBLE, already uses it, or has another template.
4. Tick replace if views with another template should get this one, then click Apply... and confirm.

Before you run it: A template only fits views of the same kind, so a Floor Plan template on a 3D view is skipped. One Ctrl+Z undoes the whole run.

Renames many views at once with a pattern, find and replace, a prefix or suffix, or a change of case.

Ribbon button: View Naming

1. Click View Naming and tick the views to rename.
2. Choose Pattern, Find / replace, prefix or suffix, or UPPERCASE, lowercase or Title Case.
3. Enter the text or pattern, for example {DisciplineCode}_{Level}_{Name}.
4. Click Preview names and check the flags on each row.
5. Confirm. Only rows marked OK are renamed.

Before you run it: Run View Cleanup first to find copied names such as ... Copy 2, then tidy them here. A name that clashes with another view of the same type is not renamed.

Reports how your Project Browser is organised for views and sheets, and can add two parameters for sorting them by discipline and purpose.

Ribbon button: Browser Setup

1. Click Browser Setup on the Project Setup panel.
2. Read the report on the current Browser Organization for views and sheets.
3. Tick Add parameters if you want BMT_Discipline and BMT_Purpose on views and sheets, then confirm.
4. Follow the manual steps in the report to set up the browser organization scheme in Revit.

Before you run it: Values are filled in only on views and sheets the toolkit creates. On existing ones, type the values yourself.

Creates numbered sheets with a title block, plus the standard schedules you tick.

Ribbon button: Sheet Setup

1. Click Sheet Setup and pick a title block.
2. Generate sheets one per level or as a fixed count, or type them in.
3. Set the prefix and start number, for example ME- and 101 for ME-101, ME-102 and so on.
4. Tick the standard schedules to create.
5. Preview, confirm, and read the results report.

Before you run it: Existing sheet numbers are never renumbered, so a re-run reuses them. Then fill the sheets with Place Views on Sheets (Sheets drop-down, Documentation panel).

Checks the model against a profile (floor plans, view names, templates, title block, schedules and sheet numbers) without changing anything.

Ribbon button: Standards Audit

1. Click Standards Audit and pick the profile to audit against.
2. Run the audit. Each finding is an orange Warning row.
3. Use Select & Zoom to go to a finding.
4. Use Save Excel... or Save CSV... to keep or share the list.

Before you run it: Run it before a milestone, then fix findings with the other Project Setup tools, for example View Naming for view names.

Gives a quick, read-only overview of the project's setup: levels and plans, views, templates, sheets, title blocks, schedules and worksets.

Ribbon button: Setup Summary

1. Click Setup Summary on the Project Setup panel.
2. Read the report. Levels without a floor plan show as warnings.
3. Double-click a row or use Select & Zoom to find an item.
4. Use Copy text or Save CSV to keep a copy.

Before you run it: It shows whether the model is workshared or in the cloud. Check this before running tools that change the model, and test those on a copy first.