How to denote changes to bid documents and create an 8.5”x11” sketch
Posted by christopher schmidt on Thu, May 06, 2010 @ 11:07 AM
Step 1.
After you have created the desired changes in your Revit model you will need to begin the documentation process by filling out the appropriate information in the "Sheet issues/Revisions" Schedule Box which can be found by selecting the small arrow in the lower right hand corner of the "Sheet Composition" Tile in the "View" Tab.

Once you have activated the "Sheet Issues/Revisions" Dialog Box you will need to fill in the desired information. Make sure that the Numbering column is set to ‘Numeric' and that the Numbering option on the right hand side of the box is set to ‘Per Project'.

Step 2.
After step one has been completed you will need to draw revision bubbles to indicate where the changes have been made. This can be accomplished by picking the ‘Revision Cloud' icon in the ‘Detail' Tile on the ‘Annotation' tab from the ribbon.

Revision Clouds work much the same way as Masking Regions, or Filled Regions, in that you will be placed into sketch mode and asked to complete a revision cloud before finishing the sketch. Once the sketch has been finalized the revision cloud will remain highlighted (if you find that your revision cloud is not highlighted you will need to select it). Once the cloud has been chosen a pull down menu will be made available in the space below the ribbon. From this menu you will choose the desired "change" associated with the revision cloud.

Step 3.
Your revision cloud has now been associated with the "Revision Schedule" and is ready to be tagged. To do this simply choose the "Tag by Category" option in the Annotation tab. The tag associated with all revision clouds will be the tag for Addendums. If you are working on a CCD or PR the tag can be changed by simply picking the tag and choosing from one of the other tag options listed in the pull down menu in the upper left hand corner of the screen. If you require an additional tag type please let me know and I will create one.

Step 4.
The sheet that the view in question is located on will automatically update the title block to include the information you entered in step 1. If the revision tag is hidden in the view it will be removed from the title block of the sheet on which it is placed.
Step 5. Creating a Sketch
The steps for creating a sketch to place your view on are no different than creating any other type of sheet. Since views can only be placed on one sheet at a time you will need to make a decision on which type of view your sketch requires. If the scale used on the original sheet will fit on the sketch (with manipulation of the crop region) then you will want to ‘Duplicate View as Dependent'. If the scale used on the original sheet will need to be modified to fit the sketch then you will want to ‘Duplicate View with Detailing' - From this point you can manipulate the crop region of your view to fit the sketch then place the view on the Sketch as you would any other type of sheet (drag and drop).
Remember to override the view name as it appears in the sketch before finalization. As with any sheet file the Change Name and Date will automatically appear in the title block.
Also please remember that in a Dependent view any changes made to either the Original View or the Dependent will be reflected on the other (with the exception of crop region manipulation). Therefore DO NOT change the scale or detail level if the scale must be changed you will need to duplicate the view with detailing.