ProjectWise Revit Advanced Integration Readme

Publishing

Using the various types of locations you have already added to the project, you can publish your Revit files to other formats, including PDF, DWG, i-model, and image. You can also publish schedules and quantities to a Microsoft Excel file.

Note: While they can be, the Revit files you are publishing do not need to be added to the project (Work in progress folder) in order to publish them.

Publish to PDF

You can publish views from Revit project or family files as PDFs. The resultant PDFs will be stored in the destination folder specified in the publish location, which can either be a ProjectWise folder or a local folder.

  1. Open your project in the ProjectWise browser.
  2. Make sure you have already:
  3. Open the Revit project or family file you want to publish.

    You can open the Revit file the way you normally would (for example, using R > Open), or if you have added the Revit file to your project you can open it from the ProjectWise browser by right-clicking the Revit file in the Work in progress folder and selecting Open.

  4. In the ProjectWise browser, right-click the publish location you want to use for publishing PDFs and select Publish to PDF.
  5. In the Print dialog that opens, do the following:
    1. In the Print Range section, click Select to select which views/sheets you want to publish.
    2. In the File section, select whether you want to create one PDF for each of the selected views/sheets, or one PDF for all of the selected views/sheets.
    3. Click OK.

The PDFs are created and stored in the destination folder specified in the selected publish location.

If the location setting Populate the folder with bound content is on, then a link to each published document in the destination folder is automatically added under the location in the ProjectWise browser.

If the destination folder is a ProjectWise folder and the location setting Create version if document exists is on, then publishing creates a new version if a document with the same name exists in the destination folder. The active version of a document is shown as plain text. The non-active versions are shown in italic text.

Publish to DWG

You can publish views from Revit project files as DWG files. The resultant DWG files will be stored in the destination folder specified in the publish location, which can either be a ProjectWise folder or a local folder.

  1. Open your project in the ProjectWise browser.
  2. Make sure you have already added at least one publish location to this project. (see Adding Locations to Projects)
  3. Open the Revit project file you want to publish.

    You can open the Revit file the way you normally would (for example, using R > Open), or if you have added the Revit file to your project you can open it from the ProjectWise browser by right-clicking the Revit file in the Work in progress folder and selecting Open.

  4. In the ProjectWise browser, right-click the publish location you want to use for publishing DWGs and select Publish sheets to DWG.
  5. In the Publish DWG Settings dialog that opens, do the following:
    1. Select an Export Setup.
    2. Select a Views Set.
    3. Click OK.

The DWGs are created and stored in the destination folder specified in the selected publish location.

If the location setting Populate the folder with bound content is on, then a link to each published document in the destination folder is automatically added under the location in the ProjectWise browser.

If the destination folder is a ProjectWise folder and the location setting Create version if document exists is on, then publishing creates a new version if a document with the same name exists in the destination folder. The active version of a document is shown as plain text. The non-active versions are shown in italic text.

Publish to i-model

You can publish Revit project and family files as i-models. The resultant i-models will be stored in the destination folder specified in the publish location, which can either be a ProjectWise folder or a local folder.

  1. Open your project in the ProjectWise browser.
  2. Make sure you have already:
    • installed i-model Plug-in for Revit (available from the Bentley Software Fulfillment Center)
    • added at least one publish location to this project. (see Adding Locations to Projects)
  3. Open the Revit project or family file you want to publish.

    You can open the Revit file the way you normally would (for example, using R > Open), or if you have added the Revit file to your project you can open it from the ProjectWise browser by right-clicking the Revit file in the Work in progress folder and selecting Open.

    Note: The Revit file must be open in 3D View, to enable the Publish i-Model command mentioned in the next step.
  4. In the ProjectWise browser, right-click the publish location you want to use for publishing i-models and select Publish i-Model.

    The publishing begins immediately. A Please wait window opens to show you the publishing progress and estimated time left.

The i-model is created and stored in the destination folder specified in the selected publish location.

Note: The Publish i-model command will be disabled if the Revit file is not open in 3D View. If the i-model Plug-in for Revit is not installed, the Publish i-model command will not be visible at all.

Publish to Image (JPG, BMP, PNG, TIF)

You can publish a Revit project file as an image. The resultant image file will be stored in the destination folder specified in the publish location, which can either be a ProjectWise folder or a local folder.

  1. Open your project in the ProjectWise browser.
  2. Make sure you have already added at least one publish location to this project. (see Adding Locations to Projects)
  3. Open the Revit project file you want to publish.

    You can open the Revit file the way you normally would (for example, using R > Open), or if you have added the Revit file to your project you can open it from the ProjectWise browser by right-clicking the Revit file in the Work in progress folder and selecting Open.

    Note: The Revit file must be open in 3D View.
  4. Open Revit's Render dialog (View > Render).
  5. Click the Render button, then click the Export button.
  6. In the Publish dialog that opens, do the following:
    1. In the Publish as field, edit the new image name as needed.
    2. In the Location field, either leave the selected publish location, or click Browse (...) to select another one.
    3. From the Type list, select the file format in which you want to publish the file (JPG, BMP, PNG, TIF).
    4. Click OK.

The image file is created and stored in the folder specified in the selected publish location.

If the location setting Populate the folder with bound content is on, then a link to each published document in the destination folder is automatically added under the location in the ProjectWise browser.

If the destination folder is a ProjectWise folder and the location setting Create version if document exists is on, then publishing creates a new version if a document with the same name exists in the destination folder. The active version of a document is shown as plain text. The non-active versions are shown in italic text.

Publish Families

You can publish Revit family files to a family publish location so that they can be used by other users. The family publish location can either be a ProjectWise folder or a local folder. You can publish the open family file, or you can open a Revit model and publish some or all of the family files in it.

  1. Make sure you have already added at least one family publish location to this project. (see Adding Locations to Projects)
  2. Open a Revit family file, or open a Revit model that contains one or more Revit families.

    You can open the Revit file the way you normally would (for example, using R > Open), or if you have added the Revit file to your project you can open it from the ProjectWise browser by right-clicking the Revit file in the Work in progress folder and selecting Open.

  3. Right-click the family publish location in the ProjectWise browser and select Publish Family.
  4. Do one of the following:
    • If you have a Revit family file open, the Publish Family dialog opens, prompting you to save a copy of the open family file to the destination folder specified in the family publish location. Click Yes.

      or

    • If you have a Revit model open, the Select Families to Publish dialog opens. Select which families in the current model you want to publish and click OK.

The selected family or families are published to the destination folder specified in the selected family publish location.

If the location setting Populate the folder with bound content is on, then a link to each published document in the destination folder is automatically added under the location in the ProjectWise browser.

If the destination folder is a ProjectWise folder and the location setting Create version if document exists is on, then publishing creates a new version if a document with the same name exists in the destination folder. The active version of a document is shown as plain text. The non-active versions are shown in italic text.

Publish a Schedule or Quantity to XLSX

You can publish the schedule or quantity that is currently open in Revit to any publish location in your project. The schedule or quantity will be published as a Microsoft Excel file (XLSX).

  1. Open your project in the ProjectWise browser.
  2. Make sure you have already added at least one publish location to this project. (see Adding Locations to Projects)
  3. Open a Revit project file and generate the schedule as usual.
  4. In the ProjectWise browser, right-click the publish location you want to use for publishing schedules and select Publish Report.

The schedule is published as a Microsoft Excel file (XLSX) and stored in the destination folder specified in the publish location.