Intelligent Issue Tracking in Revit, with download.

Ok, lets say you have a large team working on a single Revit project, and questions fly back and forth. Some firms use a Clash box, which is then listed in a Generic Model Schedule. Unfortunately, these can’t be placed in drafting views or on sheets.

This is where an annotation family comes in. When associated with a Note Block schedule, it provides a decent “inside Revit” method for creating and tracking questions and answers. It can be used on sheets, in 2D views, plan views etc. It works in Legend views but will not schedule from them. It can’t be placed directly in a 3D view. You can work around both of these by placing them on top of Legend and 3D views that are placed on Sheets.

One big advantage of these is that you can select a Schedule Row, and then click Highlight in Model to take you directly to that issue, clash, or question item.

This particular version uses a saved selection based filter to override the leader colour and thickness by template. You just select all instances and save the selection, overwriting MQ as the saved selection set.

It also has adjustable attachment width using “right attach” instance parameter. Another tip – you can add as many Instance text Parameters as you like to the Note Block Schedule, and they will be instantly visible upon selection of the annotation family, ready for you to add data.

Revit Wants you to associate as much useful data to the model as possible – and intelligent, team-capable issue tracking certainly fits into that category.

For Revit 2014:
Download here

Some images:

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Chad Smith
10 years ago

Slick stuff!

Now if only they could be made non-printable.

David Murray
10 years ago

I've been using Revit for about a year but am fairly inexperienced. I downloaded your file and tried to replicate it in a file of my own but can't get it to work. How can I get it to show up in a schedule? What is a Note Block schedule? I couldn't even create another schedule in your file showing these parameters.
It's a great idea.

Luke Johnson
10 years ago
Reply to  David Murray

A Note Block schedule is a special schedule that only "looks" at a particular Symbol family and reads the data from it.

To get this into another Revit project, just copy the Schedule to Clipboard from my project (right click on its name in Project Browser), and then paste Ctrl+V into yours. Then, select one of the Symbol families from my project, Ctrl+C, switch to your project and Ctrl+V. The schedule will fill up as you place more of these families.

10 years ago

Hi Luke
Does this have any advantages over using the 3d breadcrumb principle. We have been using the 3d breadcrumb warning piramid with schedules for a while now. This can also be tagged.