Publishing Workflow - Configuration and Usage

You can publish sheets and/or views from a Revit project file (RVT) to PDF or DWG.

In this example workflow, let's assume that you want to:

• publish a few sheets from a Revit project file (RVT),
• and you want to publish them as PDF documents, stored in ProjectWise,
• and you want certain property values from the original Revit sheets to be copied over to the new documents in ProjectWise,
• and you want the new documents to be named using a combination of properties from the sheets they are published from,
• and you want a new version to be created each time you publish, if a document of the same name already exists in the destination folder

Do the following configuration in your project:

1. Create an advanced integration project in the ProjectWise browser. (see Creating Revit Advanced Integration Projects)
2. In the project, create an environment mapping that maps certain Revit sheet properties to ProjectWise environment attributes. (see Configuring Attribute Mapping)
3. In the project, create a publish location with the following parameters:

   (see Adding Locations to Projects)

   1. Make sure the Role of this location is set to Publish Folder.
   2. Click the ProjectWise button to link this location to a ProjectWise project or folder that has a ProjectWise environment assigned to it. (see Adding Locations to Projects)
   3. Turn on Create version if document exists.
   4. Use the Mapping list to assign the environment mapping to this location. (see Configuring Attribute Mapping)
   5. Use the Name Template field to select which Revit sheet properties will be used to generate the names of the documents that get created using this location. (see Configuring a Name Template for a Location)

Now use the configured publish location to publish sheets to PDF documents:

(see Publishing)

1. Open the Revit project file (RVT) you want to publish.
2. Open your advanced integration project in the ProjectWise browser.
3. Right-click your publish location and select Publish to PDF.
4. In the dialog that opens, select the sheets you want to publish and click OK.

Results:

• A PDF document for each selected sheet is created and stored in the ProjectWise folder that is linked to the selected publish location.
• The environment attributes of the new ProjectWise documents are populated with the property values of the sheets they were published from, as determined by the environment mapping you configured and assigned to the publish location.
• The names of the new documents are generated using the combination of Revit sheet properties you included in the name template.
• The next time you use this publish location to publish the same sheets to PDF, a new version will be created for each PDF document, since you turned on the Create version if document exists setting in the location.

  (If you have a PDF differencing tool installed, you can use it to compare the published versions at different stages of your project).

• If the ProjectWise destination folder has a workflow assigned to it, the documents will be placed in the first workflow state of that folder. This way, you can publish documents to the initial state with the ProjectWise work rules engine.

Additionally, if the ProjectWise destination folder has a workflow assigned to it, the documents will be placed in the first workflow state of that folder. This way, you can publish documents to the initial state with the ProjectWise work rules engine.

Sharing Data Using Links and Revit Model Publishing

If you have workflows where different people\offices are working with different parts\system of same Revit project.

It could be reasonable to store the stable state of their work in a shared ProjectWise datasource.

For this, eTransmit functionality could be used. It will let you publish your part of the work to ProjectWise.

It will let other people\offices to use it as reference in their projects. They just will need to include the location where stable state is published as External content location and create the reference from in their working documents. It will let to have isolated 'Work-In-Progress' documents, but 'Shared' documents that are in intermediate stable state.

Working with Revit Server and A360 Central Files

If you are using Revit Server or A360 cloud, you can continue to host the Revit central models on Revit Server or A360 cloud, and then use the references from ProjectWise.

For this, you need to add and associate your central file to the project (open a project from Revit Server or A360 as usual, then use the Add Current Document command in the ProjectWise browser to both add and associate the file to the project. (see Adding and Associating Revit Files to the Project)

When your Revit project file (RVT) is associated with the advanced integration project and added to the Work In Progress folder in the project, it will be possible to resolve the references attached from ProjectWise using an external content location and the Link command on its items (for example, use the Link CAD command on a DWG file within the external content location).