• Author / Uploaded
• mymikeymikes

Citation preview

BIM for Construction Management and Planning INSTRUCTOR MANUAL 2016

academy.autodesk.com

INSTRUCTOR MANUAL

Table of Contents

Project Overview.......................................................................... 3 Design Brief....................................................................... 3 Prerequisites...................................................................... 3 Learning Objectives. ........................................................... 3 Project Concepts.......................................................................... 4 Module 01 - Construction Modeling................................... 4 Module 02 - 4D Simulation and Construction Planning........ 8 Module 03 - Cost Estimating and Quantity Takeoff . . ........... 11 Module 04 - Facilities Management ................................... 15 Project Resources......................................................................... 19 Module 01 - Construction Modeling .................................. 19 Module 02 - 4D Simulation and Construction Planning ....... 20 Module 03 - Cost Estimating and Quantity Takeoff . . ........... 21 Module 04 - Facilities Management ................................... 22 Appendix..................................................................................... 23 Appendix A Revit keyboard shortcut listing............................................ 23

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 2

INSTRUCTOR MANUAL

Project Overview PROJECT BRIEF BIM for Construction Management and Planning CAD is no longer just about drafting. Autodesk BIM solutions allow you to explore and evaluate a project’s constructability before it’s built, improve cost reliability, visualize construction processes through 4D simulation and clash detection, increase coordination between stakeholders throughout the design and construction process, and better predict, manage and communicate project outcomes. In this project we begin with creating building models that more accurately reflects construction execution. From there we will look at 4D simulations leveraging those BIM components. Then, we will look at creating model-based cost estimates and takeoffs. Finally, we explore the management of facilities through BIM.

SOFTWARE Autodesk® Revit ® 2015, SP3 and higher Autodesk® Navisworks® 2015, SP3 and higher

TIME 11-15 HOURS

LEVEL Intermediate

PREREQUISITE To build up your software skills for this project refer to the following How-To video series for Revit: • User Interface

LEARNING OBJECTIVES

01

Create building models that more accurately reflect the construction techniques that will be used for the materials and systems specified.

02

Create 4D simulations to support construction planning and assess the impact of proposed design features on the construction schedule and workflow.

03

Create building models to support conceptual cost estimating and quantity takeoffs.

04

Explore how to use BIM to track, update, and maintain facilities management information to support better planning, operations, and maintenance decision-making throughout a building’s life cycle.

• File Management and more

ADDITIONAL RESOURCES Fundamentals of Architecture Module 06 - Building Documentation - Sections and Elevations Module 12 - Building Documentation - Schedules

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 3

INSTRUCTOR MANUAL

Project Concepts MODULE ONE: CONSTRUCTION MODELING SOFTWARE COVERED:

•

Create 3D details to enhance communication of design intent.

Autodesk® Revit® 2015 and higher.

•

Use parts to create exploded views.

Autodesk® Timber Frame 2015 Extension (Exchange Apps)

•

Add annotations, text, and tags to 3D views.

MODULE ONE LEARNING OBJECTIVES:

•

Utilize keynotes to ensure consistency.

•

Model building elements and structural systems to reflect common construction practices.

•

Break multi-layer elements into pieces to improve BIM models for construction planning and estimating use.

•

Create 3D details and exploded views to enhance their design communications.

EXERCISE 1: MODELING TO MATCH CONSTRUCTION METHODS Estimated time 90-120 minutes PROJECT STEPS IN EXERCISE ONE: •

Use design options to model alternative construction methods.

•

Accurately model building elements to reflect planned construction materials and methods.

•

Specify element spans, top and bottom constraints, and boundaries.

•

Split and subdivide elements to match construction tasks.

•

Use Revit extensions to auto-generate models of structural features.

EXERCISE 1 FINISHED STEEL FRAMING

EXERCISE 2: USING PARTS TO IMPROVE MODEL ACCURACY Estimated time 60-90 minutes PROJECT STEPS IN EXERCISE TWO: •

Explore the structure of multi-layer building elements.

•

Create parts to separate multi-layer elements into individual pieces for construction modeling.

•

Divide parts to model material changes in specific areas.

•

Schedule parts for more accurate material and quantity takeoffs.

EXERCISE 1 FINISHED CONCRETE FRAMING

EXERCISE 3: USING 3D VIEWS TO ENHANCE DESIGN COMMUNICATION Estimated time 60-90 minutes PROJECT STEPS IN EXERCISE THREE: •

Explore 2D details and callouts in a project.

Autodesk Design Academy | academy.autodesk.com

EXERCISE 1 FINISHED WOOD FRAMING BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 4

INSTRUCTOR MANUAL

Project Concepts MODULE ONE: CONSTRUCTION MODELING CONT’D

EXERCISE 2 FINISHED DIVIDED PARTS FOR WALLS

EXERCISE 3 FINISHED SHEET WITH 2D AND 3D DETAILS LESSON OVERVIEW In this lesson, students explore how to create building models that more accurately reflect the construction techniques that will be used for the materials and systems specified. As the use of the BIM models that they create expands beyond design activities, the need to deliver accurate models and improve communication of design intent becomes critical to the success of the entire project team. STUDENT EXERCISES: EXERCISE 1: MODELING TO MATCH CONSTRUCTION METHODS

EXERCISE 2 FINISHED DIVIDED PARTS FOR FLOORS

•

Create design options for modeling two common construction alternatives—cast-in-place concrete and structural steel— for the building in the exercise dataset.

•

Use one design option to model the structural frame for the building using concrete structural elements. Assume that:

•

All elements will be formed and cast-in-place.

•

The planned construction sequence is to build one floor level (including the structural columns and floor slab above) at a time, then move on and repeat these steps at the next level.

•

Use another design option to model the structural frame for the same building using structural steel elements. Assume that:

•

All steel framing elements will be delivered independently and erected in the field.

•

Columns will be joined at 3 feet above each floor level.

•

Create a sheet and place similar 3D views showing the two construction alternatives side-by-side for comparison.

EXERCISE 2 FINISHED PARTS SCHEDULE FOR FLOORS Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 5

INSTRUCTOR MANUAL

Project Concepts MODULE ONE: CONSTRUCTION MODELING CONT’D •

Use the Revit Wood Framing Walls extensions to add structural framing elements (studs, plates, and headers) to the exterior wall on the north side of the building.

EXERCISE 2: USING PARTS TO IMPROVE MODEL ACCURACY •

•

Create schedules summarizing the areas and quantities of the materials contained in the wall and floor elements of the building in the exercise dataset.

•

ASSESSMENT GUIDELINES: CONSTRUCTION MODELING •

Create parts to separate the layers of the wall and floor elements, and then divide the parts to more accurately model design features.

•

Create a checkerboard pattern using two alternative stone materials on the top layer of the floor in the first floor lobby area.

•

Adjust the parts of the interior walls in the lobby area to model a special wainscot material to be applied to the lower half of walls on the lobby side.

•

Create a schedule of the parts and a materials takeoff to summarize the quantities of the materials in the updated lobby design.

•

Compare these quantities to the original estimates from the first step of the exercise.

Create a 2D callout showing the details of the lobby interior wall elements from the previous exercise.

•

Add annotations, tags, and keynotes to fully explain the features shown in the view.

•

Place this 2D view on a sheet.

•

Create a 3D exploded view showing the layers of the same wall element.

•

Create a 3D view, and then use the Orient to View tool to set a similar viewpoint.

•

Adjust the boundaries of the parts to expose the layers of the wall element in the view.

•

Add annotations, tags, and keynotes to fully explain the features shown in the view.

•

Place this 3D exploded view on a sheet, side-by-side with the 2D view.

Autodesk Design Academy | academy.autodesk.com

What types of building elements are typically affected when refining BIM models to match the building process? Construction methods can vary greatly due variations in the construction techniques commonly used for different building materials. For example, the sequence of operations and erection strategy is typically very different for steel-frame versus concrete-frame structures. The elements that are most often in need of refinement include: Items that are easily modeled as spanning several floor levels – for example, structural columns and exterior walls. Although these elements will align at each floor level, they will likely be built one or two levels at a time. Items that are modeled as multi-layered structures, which are actually building in several discrete steps – for example, floor and roof types that include both structural and finish layers in the type definition.

EXERCISE 3: USING 3D VIEWS TO ENHANCE DESIGN COMMUNICATION •

Compare the advantages using 2D versus 3D views for documenting design intent.

A good overall guideline is that the elements in the BIM model should broken into pieces that closely reflect the likely construction process. •

What are the essential differences to consider when modeling steel or wood versus concrete building systems? Steel framing, wood framing, and pre-cast concrete are examples of stick-built systems, composed by placing and assembling lots of individual elements. As these individual elements are modeled, precise placement at the proper height and with the appropriate joining conditions is critical to avoid interferences and create accurate models that will be useful for construction planning and structural analysis. Cast-in-place concrete is an example of a monolithic system, created by building temporary formwork and then placing concrete (and reinforcing materials) in the forms. The individual building elements (columns, beams, slabs) typically merge into a singular monolith when the concrete placed, so overlaps and intersections between these model elements is appropriate. BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 6

INSTRUCTOR MANUAL

Project Concepts MODULE ONE: CONSTRUCTION MODELING CONT’D •

What are the advantages of using 3D details compared to 2D details? The focus of all detailing is to accurately convey your design intent to the people who will be constructing it. So, any technique that enables you to convey this intent more clearly and avoid any misunderstandings and mistakes is a better vehicle for communication. 3D views are often easier to understand than 2D sections callouts, which abstract a 3D model into a 2D representation where one dimension of the spatial information is lost or hidden. 2D details still serve an important role in construction documents, but for important connections where the spatial relationships may not be completely clear in a 2D view, 3D details can assist in explaining your design intent more clearly.

•

When should exploded 3D views be used? Use exploded views to expose hidden or difficult-to-understand elements or layers to make it clearer to the people who will construct your design where one element starts and the next one begins.

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 7

INSTRUCTOR MANUAL

Project Concepts MODULE TWO: 4D SIMULATION AND CONSTRUCTION PLANNING SOFTWARE COVERED: Autodesk® Revit® 2015 and higher.

EXERCISE 3: USING 4D SIMULATION FOR MATERIALS PLANNING AND MANAGEMENT

Autodesk® Navisworks® 2015 and higher.

Estimated time 15-20 minutes PROJECT STEPS IN EXERCISE THREE:

MODULE TWO LEARNING OBJECTIVES:

•

dd shared and project parameters to a construction model to A track the status of building elements.

•

Explore modeling techniques for creating better and more accurate 4D simulations.

•

•

Modeling building elements to reflect planned construction techniques.

reate schedules in Revit for planning and managing materials C acquisition.

•

U se 4D simulation to identify materials availability problems.

•

Add information to building model elements that supports additional uses of the data in the building model.

•

djust construction plans and sequences based on materials A availability.

EXERCISE 1: 4D SIMULATIONS AND CONSTRUCTION PLANNING Estimated time 90-120 minutes PROJECT STEPS IN EXERCISE ONE: •

Use the Navisworks Timeliner tool to create 4D simulations of planned construction sequences.

•

Link a schedule file to the TimeLiner tool and generate the hierarchy of tasks.

•

Create selection sets and search sets to facilitate linking model elements to the schedule tasks.

•

Specify simulation settings and run 4D simulations.

•

I dentify inaccuracies in simulations based on element modeling techniques.

•

ivide elements and use parts to improve construction D simulations.

EXERCISE 1 FINISHED - NAVISWORKS TIMELINER VIDEO

EXERCISE 2: SEGMENTING ELEMENTS TO MODEL LOCATION FOR SCHEDULING TASKS Estimated time 90-120 minutes PROJECT STEPS IN EXERCISE TWO: •

se 4D simulations to identify opportunities for improving U construction plans.

•

ivide building elements into segments to enhance construction D workflows.

•

educe delays and improve construction schedules using R location-based, parallel task scheduling strategies. EXERCISE 2 FINISHED - NAVISWORKS TIMELINER VIDEO

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 8

INSTRUCTOR MANUAL

Project Concepts MODULE TWO: 4D SIMULATION AND CONSTRUCTION PLANNING CONT’D accurately reflect the planned construction sequence. Adjust the: •

C olumn and wall top and bottom constraints.

•

Wall heights and segmentation.

•

F loor and slab divisions.

Divide multi-layer elements into parts in order to simulate construction of the individual layers at the appropriate times. Create parts for:

EXERCISE 3 FINISHED - NAVISWORKS MATERIAL MANAGEMENT

•

M ulti-layer wall elements

•

M ulti-layer floor elements

•

M ulti-layer roof elements

Export the improved construction model to Navisworks and adjust the tasks and selection sets to create a more accurate 4D simulation of the construction process using these parts. LESSON OVERVIEW In this lesson, students explore how to use 4D simulation to support construction planning and assess the impact of proposed design features on the construction schedule and workflow. This feedback provides valuable information to inform decisions as project teams evaluate and assess potential design features and construction options.

Run the 4D simulation and note the aspects that need further improvement to accurately model the sequence of construction operations. EXERCISE 2: SEGMENTING ELEMENTS TO MODEL LOCATION FOR SCHEDULING TASKS •

un the 4D simulation created in the previous exercise and look R for items that are delayed, waiting for previous tasks to be completed.

•

evise a strategy for using location-based, parallel tasks to D subdivide long tasks and shorten the project schedule by improving workflows. Consider the:

se the construction milestone schedule provided in the dataset U to create tasks for the planned sequence of activities.

•

A ssignment of building elements to work areas

•

C olumn and wall top and bottom constraints

•

reate search and selection sets to link model elements to the C construction schedule.

•

Wall segmentation

•

Floor and slab divisions.

•

R un the 4D simulation and save the results as a movie.

•

eturn to the Revit model and adjust or divide the building R elements as needed to model this new construction sequence.

•

E xport the new construction model to Navisworks and create a new 4D simulation of the revised construction process using the location-based scheduling strategy.

•

un the 4D simulation and note potential opportunities for R further improvements to the planned sequence of construction operations.

STUDENT EXERCISES: EXERCISE 1: 4D SIMULATIONS AND CONSTRUCTION PLANNING Create a 4D simulation of the construction process for the building in the exercise dataset. •

Review the 4D simulation and note the operations that are not be represented accurately: •

E lements being constructed at the wrong time.

•

E lements that are grouped that would actually be constructed in separate operations.

Devise a strategy for reorganizing and dividing the elements to facilitate more accurate simulation of the construction process. Return to the Revit model and adjust the building elements to more Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 9

INSTRUCTOR MANUAL

Project Concepts MODULE TWO: 4D SIMULATION AND CONSTRUCTION PLANNING CONT’D EXERCISE 3: USING 4D SIMULATION FOR MATERIALS PLANNING AND MANAGEMENT •

un a 4D simulation on the model file contained in the dataset R to identify the construction tasks planned for a specific time period – for example, week 11 of the project schedule.

•

reate a search filter to isolate the building elements required C for this set of tasks.

•

efine the search filter and viewpoint settings to highlight these R elements based upon their availability – green for elements that are available, and red for elements that are not available.

•

I dentify the building elements that are not available and require expediting to allow construction as planned.

ASSESSMENT GUIDELINES: 4D SIMULATION AND CONSTRUCTION PLANNING •

What is the advantage of using search sets versus selection sets for selecting model elements in Navisworks Manage? As model elements are changed, search sets dynamically update to select all of the model elements that meet the search criteria. Selection sets are static. Once defined, they do not change automatically. So, as new elements are added to a model, you must adjust the selection sets manually.

•

construction operations. For example, they individual layers and materials of a multi-layer wall are typically installed at different times—first, the structural core layers, followed by the exterior cladding and weatherproofing layers, and finally the interior finish layers after the building is weathertight. Breaking the wall into parts enables the different layers to be assigned to the right craft crews and scheduled at the appropriate time in the project timeline. While the modeling efficiency of creating multi-layer elements benefits the design process, from a construction modeling perspective, these layers should be separated and worked with independently. •

How do location-based workflows improve construction schedules? Location-based workflows divide large schedule tasks in smaller ones, based on the work area in which they will be performed. These smaller tasks can typically be sequenced into parallel workflows that greatly reduce the delays of waiting for large tasks to be completed sequentially. Using location-based scheduling, construction planners can optimize and balance crew sizes to create smooth flows of tasks, constrained primarily by the availability of the work areas. And reduction of the delays between individual tasks, typically yields big savings in the overall project schedule.

hat is the advantage of adding task IDs to building elements W in Revit to manage schedule linking? Adding task IDs to building elements a Revit model makes it easy to automatically link those elements to construction tasks. By defining search sets that select model elements based on these task IDs, you can quickly select the elements related to a specific task and link them to the project timeline. This approach is much quicker and easer than defining search sets in Navisworks Manage based on element properties, such as name or type. You can use the powerful selection features available in Revit (for example, drag selection, filtering by category, select all instances, and custom search filters) to easily select groups of elements, then control the task linking by editing the values of the task ID parameter.

•

How can construction planners use parts to improve construction simulations? By breaking multi-layer building elements into parts, construction planners can create more accurate simulations of planned

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 10

INSTRUCTOR MANUAL

Project Concepts MODULE THREE: COST ESTIMATING AND QUANTITY TAKEOFF SOFTWARE COVERED:

EXERCISE 3: CREATING DETAILED QUANTITY TAKEOFFS

Autodesk® Revit® 2015 and higher.

Estimated time 60-90 minutes

MODULE THREE LEARNING OBJECTIVES:

PROJECT STEPS IN EXERCISE THREE:

•

Explore how to define new design option sets and experiment with design. alternatives

•

Transfer a Revit project model to Navisworks Manage for quantification

•

Appreciate how to present each design option in separate views.

•

Choose which model elements to takeoff and quantify.

•

Understand how to choose a design option as the final solution and discard the other alternatives.

•

Build or import an item and resources catalog which are populated with the work and resource breakdown structure

•

Takeoff quantities from several building types in the 3D project model.

Estimated time 45 - 60 minutes

•

Apply resource data to takeoff items.

PROJECT STEPS IN EXERCISE ONE:

•

Track changes between model revisions.

•

Create conceptual mass families to quickly model conceptual design alternatives.

•

Summarize takeoff quantities in Navisworks Quantification and by exporting to spreadsheets or cost estimation software.

•

Add parametric controls to dynamically flex the mass size and shape.

•

Use mass floors to divide a mass form into floor levels and quantify key metrics (area, perimeter, and volume) for each level.

•

Schedule and total mass floor areas.

•

Add parameters and simple formulas to compute conceptual cost estimates.

EXERCISE 1: CREATING AND COMPARING CONCEPTUAL ESTIMATES

EXERCISE 2: REUSING PRELIMINARY COST ESTIMATES TO INFORM DESIGN Estimated time 45-60 minutes PROJECT STEPS IN EXERCISE TWO: •

Convert the surfaces of a conceptual mass model into wall, floor, and roof building elements.

•

Create schedules and material takeoffs to tabulate key quantities of building elements.

•

Add parameters and conditional formulas to compute preliminary cost estimates.

•

Using preliminary estimates to provide feedback for continued design.

EXERCISE 1 FINISHED - CONCEPTUAL MODEL

EXERCISE 1 FINISHED - CONCEPTUAL ESTIMATE Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 11

INSTRUCTOR MANUAL

Project Concepts MODULE THREE: COST ESTIMATING AND QUANTITY TAKEOFF CONT’D LESSON OVERVIEW In this lesson, students explore the process of identifying areas of a project where multiple design options are being considered and a workflow for exploring, evaluating, and presenting those options within a single integrated design model. They will learn how to: •

Consider options for the design of an entire building wing.

•

Compare alternatives for room layouts in a portion of a building.

STUDENT EXERCISES: EXERCISE 2 FINISHED - CONCEPTUAL MODEL

EXERCISE 1: CREATING AND COMPARING CONCEPTUAL ESTIMATES Create a conceptual cost estimate for the conceptual mass model contained in the dataset. •

Divide the conceptual mass into mass floors with a 12-foot floor-to-floor height.

•

Create a schedule of the mass floors and calculate the total area available.

•

Add a calculated value parameter to compute a cost estimate for each floor and the total conceptual cost for the entire building based on the areas enclosed.

Duplicate the previous estimate and adjust the copy to allow you to refine the estimate on a floor-by-floor basis:

EXERCISE 2 FINISHED - MULTI-CATEGORY MATERIAL TAKEOFF

•

Add a shared parameter to assign a function to each of the mass floors.

•

Update the schedule to use different costs per square foot based on the function assigned to each mass floor.

•

Add a calculated value to the schedule to compute a conceptual cost for each mass floor based on the function specified.

Add parametric control to the conceptual mass to enable you to quickly test different configurations and see the impact on the conceptual estimate. •

Edit the conceptual mass family and add parameters to quickly change the length, width, and height of the mass.

•

Reload the mass family into your project and flex the new parameters to see the impact on the conceptual cost estimate.

•

Set up design options to enable you to test and display conceptual estimates for three different length/width/height configurations.

EXERCISE 3 FINISHED - NAVISWORKS QUANTITY TAKEOFF Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 12

INSTRUCTOR MANUAL

Project Concepts MODULE THREE: COST ESTIMATING AND QUANTITY TAKEOFF CONT’D EXERCISE 2: REUSING PRELIMINARY COST ESTIMATES TO INFORM DESIGN Create schedules of the wall, floor, and roof elements in the building model contained in the dataset.

EXERCISE 3: CREATING DETAILED QUANTITY TAKEOFFS Use Autodesk Navisworks to tabulate key quantities for the building model contained in the dataset including: •

Exterior Glazing

•

Include fields showing the type and key dimensions of the elements (length, height, and area – as applicable).

•

Walls

•

Group the items in each schedule by type and add subtotals for the Area parameters in the group footers.

•

Roofs

•

Railings

Add new parameters to these schedules to convert the model quantities into preliminary cost estimates. •

Add a shared parameter for recording a preliminary unit cost (per square foot) and associate this shared parameter with the wall, floor, and roof elements as a type parameter.

•

Add this preliminary unit cost parameter to each of the schedules.

•

Add another new parameter – a calculated value multiplying the preliminary unit cost by the area of each element – to compute a preliminary cost estimate for each element.

•

Look up preliminary cost data ($ per square foot) for each of the wall, floor, and roof types in the building model.

•

Enter these values quickly by selecting the appropriate cells in the schedules, and entering the values there. Since the preliminary unit cost is a type parameter, the value entered will be applied to all elements of that type.

•

Add subtotals for the preliminary cost estimate parameter to the group footers to report a subtotal by each type and a grand total for all the wall, floor, and roof elements.

Create design options and use schedules to quickly compare the preliminary cost impacts as you vary the size, shape, and types of the model elements in each option. •

•

•

ake a family type change, addition or deletion to the Revit M project and reexport to Navisworks to perform a cost reliability analysis between model revisions. Accept or reject the changes.

•

reate a report summarizing these key quantities and export it C for analysis in spreadsheet or cost estimating software.

ASSESSMENT GUIDELINES: COST ESTIMATING AND QUANTITY TAKEOFFS •

By using design options, you can easily apply any special views or schedules that you define to analyze you design to evaluate each of the alternatives. Using this approach, you create master views that can be applied to all design options, then update and enhance them in one place. To apply these views to specific design alternatives, duplicate the view and adjust the visibility graphics overrides for that view to display the desired design option. You can also display the views and schedules for several design options side-by-side on a sheet for each comparison and presentation. •

Create duplicate of the preliminary cost estimate schedules for each design option and use the visibility graphics overrides to display the appropriate data for each option.

hy is using conceptual masses a better approach for concepW tual design? Conceptual masses enable you to quickly model and explore different building shapes, massing, and placement—some of the most important decisions to be made during conceptual design—without getting distracted by the details of modeling and editing individual building elements. You can easily convert the faces of the conceptual mass into building elements after deciding upon the desired shape.

Place the preliminary cost estimate schedules for several options side-by-side on a sheet to easily compare the estimates for the different alternatives.

• Autodesk Design Academy | academy.autodesk.com

What is the advantage of using design options in Revit for comparing and analyzing conceptual designs?

Why are the advantages of using conceptual mass families versus in-place masses? BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 13

INSTRUCTOR MANUAL

Project Concepts MODULE THREE: COST ESTIMATING AND QUANTITY TAKEOFF CONT’D •

What types of building elements are typically quantified... Using counts?

design work.

Counts (each) are typically used to quantity components that are installed as individual units—for example, doors, windows, skylights, fixtures, furniture, lighting, structural framing elements, and so on. Length (LF) is used to quantify elements where the cost will depend on the length installed—for example, railing, piping, fascia and so on. Area (SF) is used to describe element with a common thickness, where the cost will depend on the area installed—for example, wall assemblies, roof assemblies, material surfaces, and so on. Volume (CF) is typically used to quantify elements whose shape and volume will determined by external constraints—for example, cast-inplace concrete or expanding foam insulation. •

What are the best sources for cost data? The best source for cost data is a firm’s historical records. The actual data from past projects takes into account all of the specific features of a firm’s techniques, construction strategy, and management style, so it is by far the most accurate predictor of future costs. For this reason, it is vitally important for firms to keep accurate cost accounting records for current projects. The data affects not only the current project, but also impacts the reliability of future predictions. When historical data is not available, estimators typically rely on external cost source books and online databases for cost information. When external cost sources are used, it is critical to adapt and scale the numbers provided to accurately reflect the specific project conditions and differences from the norms. For example, it is common to apply adjustments that consider the effects of project scale, project location, local labor costs differences, materials cost differences, and appropriate inflation factors.

•

What factors should be considered when comparing projects to establish conceptual cost metrics? When using comparable building projects to establish cost metrics to be used in preparing a conceptual estimate, it is critical to adapt and scale the data to accurately the new project conditions and differences from the projects used as the basis for comparison. For example, it is common to apply adjustments that consider the effects of differences in project scale, project location, uses and functions, and appropriate inflation factors. Conceptual estimating is both an art and a science. But, experienced estimators can create amazing accurate conceptual estimates to confirm the feasibility of a proposed design and provide a target value for continuing

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 14

INSTRUCTOR MANUAL

Project Concepts MODULE FOUR: FACILITIES MANAGEMENT SOFTWARE COVERED:

•

Highlight building elements in schedule views based upon parameter values using conditional formatting.

•

Use filters and graphic overrides to select and highlight elements in 3D views.

Autodesk® Revit® 2015 and higher. Exercise 03 requirements: Autodesk® Revit® 2015 DB Link (obtain from accounts.autodesk. com, Management menu, Quick links heading> Product Enhancements link)

EXERCISE 3: INTEGRATING BIM MODELS ASSET MANAGEMENT AND TRACKING SYSTEMS

Autodesk® Revit® 2016 DB Link

Estimated time 15-30 minutes

Microsoft Access Database Engine 2010 Redistributable

PROJECT STEPS IN EXERCISE THREE:

MODULE FOUR LEARNING OBJECTIVES:

•

Compile and update building performance and element tracking data.

•

Explore how to create and manage meta data for building elements.

•

•

Create reports of meta data of the building model to assist with facilities management.

Export BIM model data to external editors (such as spreadsheets and databases) for updating.

•

Import and merge external data into a BIM model.

•

Learn to export BIM data to external databases for use with asset management systems.

EXERCISE 1: ADDING FACILITIES MANAGEMENT INFORMATION TO BIM MODEL ELEMENTS Estimated time 45 - 60 minutes PROJECT STEPS IN EXERCISE ONE: •

Identify the parameters needed to track the life cycle of building elements and support facilities management operations.

•

Create new parameters and add them to BIM model elements (such as rooms, areas, surfaces, fixtures, and equipment).

•

Build formulas to calculate, track, and report key FM metrics.

•

Create schedules for reporting and quickly entering parameter values for model elements.

•

Display FM information in plan views using color fill legends.

EXERCISE 1 FINISHED - ASSIGNABLE SPACE LEGEND

EXERCISE 2: USING BIM MODELS TO TRACK AND PLAN PREVENTIVE MAINTENANCE Estimated time 45-60 minutes PROJECT STEPS IN EXERCISE TWO: •

Create new parameters and views for tracking maintenance history.

•

Use schedules and formulas to plan for element replacement and preventive maintenance.

Autodesk Design Academy | academy.autodesk.com

EXERCISE 1 FINISHED - SPACE UTILIZATION SUMMARY BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 15

INSTRUCTOR MANUAL

Project Concepts MODULE FOUR: FACILITIES MANAGEMENT CONT’D

EXERCISE 2 FINISHED - 10 YEAR LIFE CYCLE REPLACEMENTS

EXERCISE 3 FINISHED - DATABASE IMPORT TO REVIT

LESSON OVERVIEW In this lesson, students explore how the powerful tools available in the Autodesk Revit platform can be used to track, update, and maintain facilities management information to support better planning, operations, and maintenance decision-making throughout a building’s life cycle. EXERCISE 1: ADDING FACILITIES MANAGEMENT INFORMATION TO BIM MODEL ELEMENTS •

Create formulas to make comparisons between Gross and Net square footages for the rooms in the project dataset.

•

Use those values to define areas of assignable/non-assignable space.

•

Create a room schedule of the spaces on Level 2 and create a project parameter called “Assignable” and add it to the appropriate rooms. This parameter should a simple Yes/No parameter that allows users to simply toggle a room’s assignable designation.

•

Using schedule Sorting/Grouping and Filter options to set up the schedule to appear with subtotals for assignable and non-assignable space, as well as the total space available on Level 2.

•

Add additional parameters and calculated values within the schedule using these formulas:

EXERCISE 2 FINISHED - FLOOR REPLACEMENT PLANNING SCHEDULE

o Assignable Area: If(Assignable, Area, 0 SF) EXERCISE 3 FINISHED - CHANGES MADE IN MS ACCESS DATABASE Autodesk Design Academy | academy.autodesk.com

o Assignable Area %: Assignable Area / BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 16

INSTRUCTOR MANUAL

Project Concepts MODULE FOUR: FACILITIES MANAGEMENT CONT’D o Net to Gross %: Area / •

Create a plan view and use a color fill legend to display a custom color scheme based on the space’s designation as an assignable or non-assignable area.

EXERCISE 2: USING BIM MODELS TO TRACK AND PLAN PREVENTIVE MAINTENANCE Create project parameters and set up a schedule for tracking life cycle information of building elements (such as flooring, plumbing fixtures, doors, furniture, and so on.) •

Create project parameters to track information about the floors. These should be instance parameters assigned to the room category, and they should appear in the floor schedule. For example: Floor Installation Year Floor Life cycle Floor Type (material name) Floor Cost per SF

•

Create project parameters with the same names and link them to the shared parameters. These should be instance parameters to enable tracking of individual elements.

•

Assign these project parameters to all categories except floors and rooms.

Create a plumbing fixture schedule and applying the Filters and Sorting/Grouping options to create a schedule similar to the one that appears in Figure 7.5.4. Create a filter and use visibility graphics overrides to the highlight items in a 3D view based on this maintenance data. For example, highlight the items with a replacement date within the next 6 months in red. EXERCISE 3: INTEGRATING BIM MODELS ASSET MANAGEMENT AND TRACKING SYSTEMS Use the Revit DBLink utility to export, link and manage project parameters from an external database (such as Access or SQL) for asset tracking and management.

•

Duplicate the existing room schedule and add these new fields.

Verify that the shared parameters to be included in the export are available as project parameters.

•

Add formulas to compute and track the flooring replacement information using these formulas:

Create a database connection to move Revit data in and out of the project database.

Floor Replacement Year: Floor Installation Year + Floor Life cycle Floor Replacement Cost: Floor Cost per SF * Area / 1 SF •

Enter values for these new fields in the room schedule or by selecting the room objects in a floor plan view and editing the values in the properties palette.

•

Use conditional formatting to highlight the floors requiring replacement within one year.

•

Open the Revit DB Link tool from the External tools drop-down on the Add-Ins tab.

•

Create a new connection and choose the Microsoft Access Driver as the new data source.

•

Navigate to a convenient location for the database and save the DSN file. Then, click Finish to create the Access database file.

Select the new Access database file and export the data from the project model. •

Open the database file using Microsoft Access and change the value of the Date Installed field for several of the elements that appear in the database.

Create shared parameters to enable them to be accessed from any project and provide the ability to be exported them to external databases (for example, Microsoft Access or SQL) for updating outside of the Revit environment.

•

Return to Revit and open the Revit DBLink tool again to re-import the updated data from the database file.

•

Installation Year

•

•

Life cycle

•

Replacement Cost

Use a similar process to add life cycle tracking parameters to the component families in the project. •

Autodesk Design Academy | academy.autodesk.com

Click on Edit and Import to begin the import process. When the import is complete, the Revit DBLink tool generates a report displaying the updates to the BIM model data.

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 17

INSTRUCTOR MANUAL

Project Concepts MODULE FOUR: FACILITIES MANAGEMENT CONT’D •

Open the plumbing fixture schedule created in the exercise and confirm that the values changed in the Access database have also been updated in the BIM model.

ASSESSMENT GUIDELINES: FACILITIES MANAGEMENT •

What kind of data is tracked to assist with space planning activities? Space planners typically track information on a room-by-room basis. The values tracked can include: room area; room volume; maximum occupancy; whether a room is assignable; which department it is assigned to; the names of the occupants; the current use; the materials (floor, wall, ceiling) in that room; key codes; and so on.

 The Revit platform provides the flexibility to add new parameters to the project model to support the space planning and facilities management needs of the building managers as they are defined and updated.

•

information who are not facile with Revit to easily access and update the values they need in their familiar tools.

 The building data needs to access and flow between the various systems, but it is not necessary for all users to be working within the Revit environment. •

Are there other tools available for linking Revit data to spreadsheets and other editors? The Revit DB Link add-in provides an easy way to link Revit data to a Microsoft Access database. One important limitation of Revit DB Link is that database must originally be created using it; databases that have already been created using other systems cannot be linked with this tool. There are a number of good commercially available tools for linking Revit project data to SQL databases and spreadsheets for editing and updating. Search the web to find the latest list and view comparisons of their features and advantages.

What type of information is typically tracked for building components to support preventive maintenance activities? To support and track preventive maintenance activities, many building managers track these values for the building components: installation date, expected life cycle, expected replacement data, estimated replacement cost, and maintenance history. 

Using these values building managers can schedule planned maintenance and replacement activities and budget the associated costs.

•

What is the advantage of using shared parameters versus project parameters for facilities management information? The issue of what type of parameter to use when adding data fields to your building model depends on how widely that type of information will be used. Project parameters can appear in schedules, but cannot be used in tags or shared with other projects or external data editors. They can be assigned to multiple categories within a single project. Shared parameters are more versatile. They can be shared by multiple projects and families, exported to ODBC, and appear in schedules as well as tags.

•

What is the advantage of linking a Revit project model to an external database editor? Linking a Revit project model to an external database or asset management system enables other users of the facilities

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 18

INSTRUCTOR MANUAL

PROJECT RESOURCES MODULE 01 CONSTRUCTION MODELING Imperial Module01Ex01_Modeling to Match Construction Methods_Imperial_Start.rvt Module01Ex01_Modeling to Match Construction Methods_Imperial_Finished.rvt Module01Ex02_Using Parts to Improve Model Accuracy_Imperial_Start.rvt Module01Ex02_Using Parts to Improve Model Accuracy_Imperial_Finished.rvt Module01Ex03_Using 3D Views to Enhance Design Communication_Imperial_Start.rvt DATASETS

Module01Ex03_Using 3D Views to Enhance Design Communication_Imperial_Finished.rvt Metric Module01Ex01_Modeling to Match Construction Methods_Metric_Start.rvt Module01Ex01_Modeling to Match Construction Methods_Metric_Finished.rvt Module01Ex02_Using Parts to Improve Model Accuracy_Metric_Start.rvt Module01Ex02_Using Parts to Improve Model Accuracy_Metric_Finished.rvt Module01Ex03_Using 3D Views to Enhance Design Communication_Metric_Start.rvt Module01Ex03_Using 3D Views to Enhance Design Communication_Metric_Finished.rvt Module01Ex01_Modeling to match construction methods_INT.mp4

SOFTWARE TUTORIAL

Module01Ex02_Using Parts to Improve Model Accuracy_INT.mp4 Module01Ex03_Using 3D Views to Enhance Design Communication_INT.mp4

STEP BY STEP GUIDE

Student Manual.pdf

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 19

INSTRUCTOR MANUAL

PROJECT RESOURCES MODULE 02 4D SIMULATION AND CONSTRUCTION PLANNING Imperial and Metric (Change units in Navisworks program) Module02Ex01_4D Sim and Const Planning.nwd Module02Ex01_4D Sim and Const Planning.nwc Module02Ex02_Segment Elements to Model Locations for Scheduling.nwd Module02Ex02_Segment Elements to Model Locations for Scheduling_Imperial_Finished. nwc Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Finished_v4.nwd Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Finished_v4.nwc Module03Ex03_Creating Detailed Quantity Takeoffs_base line model.xlsx Imperial Module02Ex01_4D Sim and Const Planning_Imperial_Start.rvt Module02Ex01_4D Sim and Const Planning_Imperial_Finished.rvt Module02Ex01_Imperial_Timeline.csv Module02Ex02_Segment Elements to Model Location for Scheduling_Imperial_Start.rvt DATASETS

Module02Ex02_Segment Elements to Model Location for Scheduling_Imperial_Finished.rvt Module02Ex02_Imperial_Timeline.csv Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Start.rvt Module02Ex03_4D Simulation for Materials Planning and Mgt_Imperial_Finished.rvt Module02Ex03_Imperial_Timeline.csv Metric Module02Ex01_4D Sim and Const Planning_Metric_Start.rvt Module02Ex01_4D Sim and Const Planning_Metric_Finished.rvt Module02Ex01_Metric_Timeline.csv Module02Ex02_Segment Elements to Model Location for Scheduling_Metric_Start.rvt Module02Ex02_Segment Elements to Model Location for Scheduling_Metric_Finished.rvt Module02Ex02_Metric_Timeline.csv Module02Ex03_4D Simulation for Materials Planning and Mgt_Metric_Start.rvt Module02Ex03_4D Simulation for Materials Planning and Mgt_Metric_Finished.rvt Module02Ex03_Metric_Timeline.csv Module02Ex01_4D Simulations and Construction Planning_INT.mp4

SOFTWARE TUTORIAL

Module02Ex02_Segmenting Elements to Model Location for Scheduling Tasks_INT.mp4 Module02Ex03_Using 4D Simulation for Materials Planning and Mgt_INT.mp4

STEP BY STEP GUIDE

Student Manual.pdf

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 20

INSTRUCTOR MANUAL

PROJECT RESOURCES MODULE 03 COST ESTIMATING AND QUANTITY TAKEOFF Imperial and Metric (Change units in Navisworks program) Module03Ex03_Creating Detailed Quantity Takeoffs.nwd Module03Ex03_Creating Detailed Quantity Takeoffs.nwc Imperial Module03Ex01_Creating and Comparing Conceptual Estimates_Imperial_Start.rvt Module03Ex01_Creating and Comparing Conceptual Estimates_Imperial_Finished.rvt Module03Ex01_Imperial_ConceptualMass.rfa Module03Ex01_Imperial_ConceptualMass_finished.rfa Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Imperial_Start.rvt Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Imperial_Finished.rvt DATASETS

Module03Ex03_Creating Detailed Quantity Takeoffs_Imperial_Start.rvt Module03Ex03_Creating Detailed Quantity Takeoffs_Imperial_Finished.rvt Metric Module03Ex01_Creating and Comparing Conceptual Estimates_Metric_Start.rvt Module03Ex01_Creating and Comparing Conceptual Estimates_Metric_Finished.rvt Module03Ex01_Metric_ConceptualMass.rfa Module03Ex01_Metric_ConceptualMass_finished.rfa Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Metric_Start.rvt Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_Metric_Finished.rvt Module03Ex03_Creating Detailed Quantity Takeoffs_Metric_Start.rvt Module03Ex03_Creating Detailed Quantity Takeoffs_Metric_Finished.rvt Module03Ex01_Creating and Comparing Conceptual Estimates_INT.mp4

SOFTWARE TUTORIAL

Module03Ex02_Reusing Preliminary Cost Estimates to Inform Design_INT.mp4 Module03Ex03_Creating Detailed Quantity Takeoffs_INT.mp4

STEP BY STEP GUIDE

Student Manual.pdf

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 21

INSTRUCTOR MANUAL

PROJECT RESOURCES MODULE 04 FACILITIES MANAGEMENT Imperial and Metric Revit 2015 Project Database.mdb Revit 2016 Project Database.mdb Imperial Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Imperial_Start.rvt Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Imperial_Finished.rvt Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Imperial_Start.rvt Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Imperial_Finished.rvt Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Imperial_Start.rvt DATASETS

Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Imperial_Finished.rvt R2016_Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Imperial_Finished.rvt Metric Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Metric_Start.rvt Module04Ex01_Add Facilities Mgt Info to BIM Model Elements_Metric_Finished.rvt Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Metric_Start.rvt Module04Ex02_Use BIM Models to Track and Plan Prev Maint_Metric_Finished.rvt Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Metric_Start.rvt Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Metric_Finished.rvt R2016_Module04Ex03_BIM Models Asset Mgt and Tracking Systems_Metric_Finished.rvt Module04Ex01_Adding Facilities Mgt Info to BIM Model Elements_INT.mp4

SOFTWARE TUTORIAL

Module04Ex02_Using BIM Models to Track and Plan Prev Maint_INT.mp4 Module04Ex03_Integrating BIM Models Asset Mgt and Tracking Systems_INT.mp4

STEP BY STEP GUIDE

Student Manual.pdf

Autodesk Design Academy | academy.autodesk.com

BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 22

INSTRUCTOR MANUAL

Appendix A REVIT KEYBOARD SHORTCUTS

COMMAND

SHORTCUT

VIEW CONTROL

COMMAND

SHORTCUT

EDIT

HIDDEN LINE

HL

ARRAY

AR

SHADING WITH EDGES

SD

COPY

CO

VISIBILITY / GRAPHICS

VG

DELETE

DE

VIEW PROPERTIES

VP

GROUP

GP

WIRE FRAME

WF

LOCK OBJECTS

LO

ZOOM ALL TO FIT

ZA

MODIFY

MD

PREVIOUS SCROLL ZOOM

ZC

MIRROR

MM

ZOOM TO FIT

ZX

MOVE

MV

ZOOM OUT (2X)

ZV

PROPERTIES

PR

ZOOM IN REGION

ZZ

ROTATE

RO

REFRESH WINDOW

F5

DRAFTING

SNAP OVERRIDES

DIMENSION

DI

ENDPOINT

SE

DETAIL LINES

DL

HORIZONTAL / VERTICAL

SC

SPOT ELEVATION

EL

INTERSECTION

SI

GRID

GR

MIDPOINT

SM

LEVEL

LL

NEAREST

SN

REFERENCE PLANE

RP

SNAPS OFF

SO

ROOM TAG

RT

PERPENDICULAR

SP

TEXT

TX

QUADRANTS

SQ

TAG

TG

SNAP TO REMOTE

SR

TOOLS

STANDARD SNAPPING

SS

ALIGN

AL

TANGENT

ST

LINEWORK

LW

WORK PLANE GRID

SW

OFFSET

OF

PAINT

PT

MODELING WALL

WA

SPLIT FACE

SF

WINDOW

WN

SPLIT WALL AND LINES

SL

DOOR

DR

TRIM AND EXTEND

TR

COMPONENT

CM

MODELING LINES Autodesk Design Academy | academy.autodesk.com

LI BIM FOR CONSTRUCTION MANAGEMENT AND PLANNING p. 23