The annual Revit release schedule can become very tiring. Also challenging is the fact that you will probably not start running real, big, live Revit 2017 projects for around 6 months, so all of this new features noise will be a distant memory by then. However, it is good to be aware of the new abilities in the software, so that you can (possibly) stop using outdated workarounds and start using the software in the way Revit 2017 Wants.
By now, we should all be focusing on getting more useful data into our models. In accord with that aim, these are my top 3 new features: 1) Keynote Legends are better – Use Keynotes! When a keynote legend is set to By Sheet, Revit takes into account whether a keynote is visible in the view as a result of View Range settings, Design Option settings, or Depth Clipping/Far Clipping settings.
2) Combined parameters in Schedules – Use the Data you Have! Combine parameters in a schedule to display the values in a single cell. You can specify a prefix, suffix, sample value, and separator to display with each parameter. See Combine Parameters in a Schedule.
3) Schedule view templates – Templates are Good Revit View templates for schedules and assembly views: To simplify the reuse of schedules, create a schedule view template. Schedule view templates include parameters for Fields, Filter, Sorting/Grouping, Formatting, Appearance, and Phase Filter. If the model contains RVT links or design options, Visibility/Graphics Overrides parameters are also available. See About Schedule View Templates and Create Assembly Views and Sheets.
This new keynoting addin from Kiwi Custom Solutions stores per-project Keynotes in a database to solve concurrent access problems. Revit 2015 allows some interesting pathing to happen for keynotes, that looks like this:
Using this addin, you can either create a new set of keynotes for each project (based on a template), or you can “link” projects to one common keynote definition (allowing an entire office to work collaboratively on one master keynote file).
EDIT: This seems to be broken in 2014 at this point. Even if you have it working in 2013, when you open in 2014 it will “break”. I’m unsure if there is a good workaround yet…
Absolutely awesome workaround from Dave Light! He shows how to use an instance Shared Parameter to pass Keynote value via a Family formula to allow the tagging of Window Mark and Keynote in the same tag. Read the whole post here.
On a wider level, this method shows that you can formulaically reference System parameters (built in family parameters) and pass their value to a Shared Parameter to allowing tagging.
BIM Aficionado posted a while back about using Generic Annotations and Note Blocks as a workaround for genuine Keynoting. I have posted about similar things before, although I am more proud of my Keynote Legend workflow.
You want to make a Keynote Schedule (or Legend) that is manually populated (you pick which Keynotes show in the Schedule). Given that your filtering options are limited, here is one way:
SHORT VERSION Place Detail Components in a Legend View, tag them with User Keynotes, and use a Keynote Schedule filtered by Sheet. Place Legend View and Keynote Legend (Schedule) on the sheet…
STEP BY STEP
Create a Detail Component family with some geometry in it (eg. a circle) and load it into your project
Create a Legend View in your project, call it KEYNOTE POPULATION view or something
Place a bunch of instances of the Detail Components from point 1 into the Legend View
Using Keynote Manager, create a list of notes that you want in your Keynote Schedule, preferably under a suitable TopLevel note
Apply the appropriate Keynote file to your project
Start tagging the Detail Components in the Legend View using a USER Keynote – select each item in your list of notes from your Keynote file
Create a Keynote Legend and select ‘Filter by Sheet’
Place the Legend View AND the Keynote Legend on the Sheet that you want the Legend to appear on
Turn off Model and Annotation elements using the master switch in V/G of the Legend View
The manually selected (user) Keynotes have been shown, but the actual Detail Components in the Legend View are hidden!
Extra tips: The Legend View is used so it can be placed on multiple sheets. You will need to place the Legend View AND the Keynote Legend on each sheet that you want these notes to show on (because we are utilising the ‘Filter by Sheet’ setting).
Create a View Template (2013) for KEYNOTE POPULATER ON/OFF and apply it to the Legend View. Using this Template, you can quickly switch the Model and Annotation categories On and Off for these tricky Legend Views.
Make a Keynote Tag that actually includes the Key Value and Keynote Text, with a suffix like ‘user keynote’. This is just to make your life easier while tagging in the Legend View.
Keynotes are one of the least-understood and most-ignored tools in Revit … but they can be awesome if used correctly.
On a slightly unrelated note – Keynote Schedule and Keynote Legend are interchangeable terms (to me). The actual term is really ‘Keynote Legend’, but it looks exactly like a Schedule, so … confused yet? These are different to KEY Schedules …