Please note: Naviate MEP and Fabrication are now available for Revit 2021 through 2026

Create BOM Schedules Overhaul

Updated Bill of Material (BOM) commands to leverage Naviate Filter Elements Settings, offer more flexibility to allowed Categories, include nested RFA elements, and export to CSV.

Creating BOMs in Naviate Fabrication now are split into two commands, each with the ability to continuously create BOMs until the ‘Esc’ key is pressed:

·        Quick BOM – driven by user-defined BOM Options

·        Custom BOM – create a single BOM separate from any BOM Options, either with or without a Naviate Filter Setting

Before diving into each of these commands, we first should explain BOM Options: 

BOM Options

BOM Options are settings saved to the project that are leveraged by Quick BOM to create specific BOMs. Once selected, the BOM can repeatedly be created with the same filtering, Schedule template, as well as export/creation processing on multiple sets of Elements in the project.

As seen above, the BOM Options workflow and user interface can be described as follows:

1.       Add or delete a BOM Option. The plus (+) button will add a new row. The trash button will remove the row highlighted in blue.

2.       BOM Options, listed in a grid format.

a.       BOM Type Name – the name of the BOM Option, later seen in Quick BOM’s selection drop-down.

b.       Naviate Filter – Listed in this drop-down are the Naviate Filter Settings in the active project. The BOM Option will filter the Elements in the selection using Naviate Accelerate’s powerful Naviate Filter Elements, allowing a more flexible and parameter-based Element filtering. For more information on creating and managing Naviate Filter Settings, refer to this Help Guide.

c.       Schedule View Template – Found under Revit’s View >> View Templates >> Manage View Templates, the created Schedule will have this View Template applied. The Category of the Schedule View Template must match the Elements that are selected when in the process of Create BOM. This is another layer of Element filtering, as the set Category of this Schedule View Template will only be listed in the Schedule.

                                                               i.      Note: Do not add the parameter “Naviate_SelectionBOM_Id” to the Fields of the Schedule View Template. Naviate will automatically add and set this parameter to each BOM with a unique GUID.

                                                             ii.      Note: The new BOM Schedule created will only have the selected View Template’s properties applied.

                                                           iii.      Note: After a BOM Schedule has been created, it is not recommended to not assign a Schedule View Template that enables the ‘Include’ checkbox for ‘Filters’. This could affect the BOM filtering done in the background by Naviate.

   

d.       Schedule Nested Elements – When enabled, any Revit Family instances (RFAs) that contain Nested RFA Elements will be scheduled with each child RFA itemized as a separate instance. When not enabled, only the top-level RFA will be scheduled.

                                                               i.      Note: The Naviate Filter (including the parameter conditions) must include the Category of the child Elements in order to be included in the BOM.

e.       Copy to Clipboard – When enabled, the BOM schedule contents will be copied to the user’s clipboard, with the intention to be pasted to a spreadsheet with formatted columns/rows.

f.        Export to CSV – When enabled, will save the BOM schedule to the specified location in Step (3).

g.       Create Schedule – When enabled, will create the Revit Schedule, found under Revit’s Project Browser >> Schedules. The name of the BOM Schedule will begin with the BOM Type Name, then suffixed with a timestamp at the point of creation.

h.       Note: items a, b, c, are required in order to create the BOM.

 

Quick BOM

Quick BOM allows you to create BOMs with a standard BOM Option, providing a consistent, simple, fast workflow.

This command leverages all the BOM Options saved in the project and list them in the above dialog (1).

A shortcut (2) to open the BOM Options dialog can also be found in the Quick BOM window to configure or view the BOM Options settings. Note that this button as well as opening BOM Options from the [N] Fabrication ribbon are the same action.

Once a BOM Option has been selected in (1), the Create BOM button (3) can be clicked to select the Elements in the model to be added to the new BOM schedule. Clicking the Create BOM button with a pre-selection of Elements also is compatible with the command.

Once a BOM Option has been selected, the workflow is as follows WITH an Element pre-selection:

5. Click the ‘Create BOM’ button.

6. The pre-selected Elements will be parsed by the selected BOM Option, automatically creating the schedule, CSV, and clipboard copy as set in BOM Options.

7. Skipped.

8. At the bottom of the Quick BOM dialog, a notification will appear with the results of Quick BOM. With a successful creation of the BOM, messages will appear depending on the BOM Options, such as “Successfully created new schedule named…”, “Schedule contents exported to CSV file”, “Schedule contents copied to clipboard”.

Once a BOM Option has been selected, the workflow is as follows WITHOUT an Element pre-selection:

Click the ‘Create BOM’ button.

5. Select the Elements in the Revit model that are desired to be parsed by the selected BOM Option for schedule creation. Revit will switch to multi-select mode, allowing you to click to add and remove Elements to the selection set.

6. Click ‘Finish’ in the Options Bar when all the Elements are selected. As this step is looking for a multiple Elements selection, the command will not continue until the ‘Finish’ button is clicked.

7. At the bottom of the Quick BOM dialog, a notification will appear with the results of Quick BOM. With a successful creation of the BOM, messages will appear depending on the BOM Options, such as “Successfully created new schedule named…”, “Schedule contents exported to CSV file”, “Schedule contents copied to clipboard”.

8. If enabled ON in BOM Options, the Revit Schedule will be created and named after the BOM Options and suffixed with a timestamp when the Schedule was created.

Custom BOM

Custom BOM can be used to create BOMs ‘on-the-fly’, without need for a standard, consistent template.

As seen in the screenshot above, when Custom BOM is launched, the user interface will appear similar to BOM Options but with just one row for execution. Custom BOM also works with or without pre-selection:

The workflow is as follows WITH an Element pre-selection:

1. BOM Type Name will default to ‘Custom’. Any BOM created with this command will be named with this value, then suffixed with a timestamp at the time of generation.
2. Naviate Filter (Optional) – This can be left blank for Custom BOM. Otherwise, it will behave similar to Quick BOM, see above step (2b).
3. Schedule View Template (Required) – See step (2c) in Quick BOM.
4. Schedule Nested Elements – See step (2d) in Quick BOM.
5. Copy to Clipboard – See step (2e) in Quick BOM.
6. Export to CSV – See step (2f) in Quick BOM.
7. Create Schedule – See step (2g) in Quick BOM. The name of the BOM Schedule will begin with the BOM Type Name, then suffixed with a timestamp at the point of creation.

Creating a BOM with Elements already assigned to an existing BOM

This notification message will appear when you attempt to create a BOM with Elements that already are assigned to an existing BOM schedule. There are four (4) options for how to proceed with these Elements:

1.  Add – the Elements will remain in their existing BOMs, but also be added to the new BOM schedule.
2. Move – the Elements will be removed from their existing BOMs and then be added to the new BOM schedule.
3. Cancel – the dialog will close without any changes.
4. Copy Text – clicking this button will copy the Element IDs as displayed in the text box, for future reference.

 

Manage BOM Selection Elements

Added set of commands including Add Element to Existing BOM Schedules, Remove Element from BOM, or Show BOMs that an element is assigned to.

The v3.10 update leverages the parameter “Naviate_SelectionBOM_Id” for BOM commands, as seen in the image below. A unique GUID is generated when a BOM Schedule is created, and this GUID will represent that BOM Schedule even when the Revit Schedule’s Name is changed to a different value. The GUID’s are delimited by a semicolon.

Note: When BOM commands are used, the parameter “Naviate_SelectionBOM_Id” must exist in the project otherwise the commands will be unable to run. If this is the first time using the tool, the parameter will need to be created and added to the active Shared Parameter file. This means a Revit user with Read and Write access to the Project’s Shared Parameter File is required in order to initially use BOM commands. The parameter will be automatically created in the project and shared parameter file when a BOM tool is used. Once the parameter is created and the project is saved, other users with Read-Only access to the Shared Parameter File can add this parameter to a project and allow the associated BOM commands to work. Alternatively, once the shared parameter exists, this can be pre-loaded into a template to skip any Shared Parameter file access issues. Then BOM commands are used, the parameter “Naviate_SelectionBOM_Id” will first need to be created in the project as a Shared Project Parameter. This means a Revit user with Read and Write access to the Project’s Shared Parameter File is required in order to initially use BOM commands. Once the parameter is created and the project is saved, other users with Read-Only access to the Shared Parameter File can use this parameter and associated BOM commands.

Add To BOM

Add To BOM is a command that will add Elements to an existing BOM Schedule. The command will work with or without pre-selection of Elements. The workflow is as follows, referencing the above image.

Without pre-selection:

1. Click the Add To BOM button.
2. Select the Elements in the Revit model that are desired to Add to an existing BOM. Revit will switch multi-select mode, allowing you to click to add and remove Elements to the selection set.
3. Click Finish.
4. Choose the existing BOM Schedule that the elements will be added. Note that BOM Schedules in the drop-down are only those that are compatible via the Schedule View Template’s Category.

With pre-selection:

1. Click the Add To BOM button.
2. Skipped.
3. Skipped.
4. Choose the existing BOM Schedule that the elements will be added. Note that BOM Schedules in the drop-down are only those that are compatible via the Schedule View Template’s Category.

Remove from BOM

Remove from BOM is a command that will remove Elements from existing BOM Schedule. The command will work with or without pre-selection of Elements. The workflow is as follows, referencing the above image.

Without pre-selection:

1. Click the Remove from BOM button.
2. Select the Elements in the Revit model that are desired to Remove from an existing BOM. Revit will switch multi-select mode, allowing you to click to add and remove Elements to the selection set.
3. Click Finish.
4. The drop-down will list any BOMs that one (1) of the Elements in the selection are currently assigned to. 

a.       The Remove button will only remove the selected BOM Schedule from the Elements in the selection.

b.       The Remove From All button will remove all BOM Schedules from all of the Elements in the selection, thus resulting in the “Naviate_SelectionBOM_Id” cleared.

With pre-selection:

1. Click the Remove from BOM button.
2. Skipped.
3. Skipped.
4. The drop-down will list any BOMs that one (1) of the Elements in the selection are currently assigned to. 

a.       The Remove button will only remove the selected BOM Schedule from the Elements in the selection.

b.       The Remove From All button will remove all BOM Schedules from the Elements in the selection, thus resulting in the “Naviate_SelectionBOM_Id” cleared.

Show Assigned BOM

Show Assigned BOM prompts the user to select one Element, then displaying which BOM Schedules that Element is assigned to.

Show Assigned BOM will work with or without pre-selection of Elements. The workflow is as follows, referencing the above image.

Without pre-selection:

1. Click the Show Assigned BOM button.
2. Select an Element.
3. See the notification message displaying assigned BOM Schedules of the Element.

With pre-selection:

1. Click the Show Assigned BOM button.
2. Skipped.
3. See the notification message displaying assigned BOM Schedules of the Element.

 

Spool Manager - Spool Creation Chaining

Added functionality and stability to the Select MEP Run button inside Spool Manager, which is done by clicking the start and end point of an MEP run. Spools are now continuously created until the user presses the ‘Esc’ key.

Spool Manager - Rerun Auto Dimension and Tag

Added buttons in Spool Manager Actions panel to add 3D View Tags and rerun dimensioning by checked Spool.

1.       Tag 3D Views by Checked – After a Spool is created, use this button to add Tags to 3D Spool Sheet Views for all the checked Spools. The Tag Family used by this command is the one set in Loaded Tags and Symbols.

2.       Dimension Checked – After a Spool is created, use this button to add Dimensions to Spools Sheet Views.

a.       Dimensions will be added based on the Profile the Spool is set to. The three (3) Options settings this button will read are:

                                                               i.      Auto dimension 3D views

                                                             ii.      Auto dimension 2D views

                                                           iii.      Use dimension stacking in 2D views

b.       For example, Spool “SA-D-007” in the screenshot below will have the settings based on Profile “Ductwork”, which has “Auto Dimension 2D Views” and “Use dimension stacking in 2D views” enabled.

 

Spool Manager - Renumber by ADV Renumber Setting

Spool Manager has added functionality to renumber Spools by pre-defined ADV Renumber Settings. On Spool creation, Naviate will read settings of the Profile – with a new ‘Renumber elements’ setting inside of the Options dialog. See the screenshot below. In the drop-down, ADV Renumber settings in the project will be listed, renumbering the parameters of the Spool’s individual Elements based on the selected setting.

For Spools already created, a new Renumber button has been added to the Actions panel, as seen (1) in the screenshot below.

Spool element renumbering in this dialog contains a powerful Chaining capability. Referencing the image above, the workflow for Renumber (with Chaining) in Spool Manager:

1.       In Spool Manager, check the associated box for Spools to be renumbered. Then click the Renumber Checked button. The Renumber Checked Spools dialog will appear.

2.       Under ‘Select Renumber Setting’ you will find the ADV Renumber Settings (managed under [N] Fabrication >> ADV Renumber) saved to the project in a drop-down. Select an ADV Renumber Setting that will only be applied to the individual Elements in the Spool.

3.       ‘Chain from last Renumber’ will continue the numbering from the previous ADV Renumber Setting added to the Renumber Sequence (4). When enabled ON and clicking the ‘Add’ button, the selected Setting will chain its numbering from the previous Setting and be added to the Renumber Sequence.

a.       As seen in the screenshot above, three ADV Renumber Settings have been added to the Renumber Sequence as an example:

                                                               i.      “Duct – Straights” added to the Renumber Sequence without ‘Chain from last Renumber’ checked.

                                                             ii.      “Duct – Elbows” added to the Renumber Sequence with ‘Chain from last Renumber’’ checked – see how the Setting name is labeled with “(chained)”.

                                                           iii.      “Duct – Hangers” added to the Renumber Sequence with ‘Chain from last Renumber’’ checked – see how the Setting name is labeled with “(chained)”.

b.       In this example, the result can be seen in the screenshot above with the Duct Elbows and Hangers chaining (or continuing) the numbering from the previous ADV Renumber Setting.

4.       ADV Renumber Settings can be added to the Renumber Sequence by clicking 'Add'. When the Apply button is clicked, Naviate will execute each Setting in order from top to bottom"

Lastly, the numbering will restart at the Starting Number (in the screenshot above, the Starting Number is 1), when the ‘Chain from last Renumber’ checkbox is unchecked. As seen above, the same three ADV Renumbering Settings were added without ‘Chaining’ enabled, resulting in the Duct Straights, Elbows, and Hangers being renumbering, but each restarting from the Starting Number.

Additionally, ADV Renumber Settings have an added functionality to filter Elements by Naviate Filter Elements Settings. As seen in the screenshot below, each ADV Renumber setting can either be set to a Manual Selection, Revit Filter, and now with v3.10 Naviate Filters (created/managed in Naviate Accelerate). The drop-down for a setting displays Naviate Filters and Revit Filters separately, sorted alphabetically.

Note: If the Naviate Filter used inside of the ADV Renumber Setting supports the nested components of an RFA, those components will also be included in the Renumbering.

Spool Manager – Performance Optimization

Implemented performance upgrades to the main UI when creating/renaming Spools and Options UI. Color Overrides via Spool Manager are disabled to avoid View ownership and long load time issues.

Spool Manager - Option Profiles

In Naviate Fabrication versions 3.9 and prior, Spool Manager Options could only be limited to one setting for all Spools in the model. 3.10 introduces a new feature called Option Profiles, saving Spool Manager Options to user-defined Profiles, which can either be applied to Spools on creation or to existing Spools.

Profiles can be accessed in the main Spool Manager dialog in two locations, referencing the screenshot above:

1.       Default Profile – the Profile set in this panel will be the Profile applied for any Spools that have “<Default>” set in column (2). This Default Profile will be the Profile set for any newly created Spools within Spool Manager.

2.       The Profile column will display which Profile a Spool is set to.

a.       Note: On Spool Creation, the Profile set to Default Profile will be set for new Spools created by Spool Manager.

3.       The Options button will open the dialog below, where Profiles can be managed at the bottom of the window.

To configure Profiles, click the Options button (3), revealing the dialog below. Profiles can be managed at the bottom of the Options dialog, selecting Profiles that exist in the current project, but also renaming, adding, and deleting Profiles:

4.       Rename the selected Profile. This button changes to a checkmark during renaming, which when clicked, will submit the new name. Pressing Enter will also submit the new name.

5.       Add a new Profile. By default, the new Profile will take the current Profile’s name with a “(#)” suffix. This can be renamed with the Rename button (4).

6.       Delete the selected Profile. A confirmation popup will appear, asking if you are sure to delte.

7.       “Save All Profiles” will save any changes to the Spool Creation Options dialog, and return to the main Spool Manager UI.

a.       Note: the Close button will close the Spool Creation Options dialog and NOT save any changes to Options.

Import and Export of Spool Manager Profiles

At this moment, import and exporting of Options Profiles are treated as individual Profile imports/exports. A batch import/export process will be developed at a later time.

Tag Settings - Now Saved to Model

Tag Settings, previously saved to a pathed txt file, now are saved to the model's storage. As seen in the screenshot below, Tag Settings no longer has the input for pathing to a specific PC/Server/Cloud path. Instead, the Tag Settings are saved on a project-by-project basis.

Note: Projects that have existing Tag Settings read from a saved path will need to be imported in version 3.10. See below for the notification that will appear in this scenario.

 

Fabrication Properties Pane - Sync In View

A button has been added inside of the Fabrication Properties Pane to sync elements in the active view.

 

Data Flow Updates

Various improvements including a reporting dialog displaying results, element quantity preview per Condition, and more.                                                                            

After a Condition has been executed, the following three Status results:

·        Completed – all Elements that were executed by the Script successfully had the Target Parameter updated with the returned value.

·        Warning – at least one (1) Element was successfully executed by the Script, but other Elements experienced an error.

·        Error – All Elements executed by the Script failed, either due to syntax, Naviate Filter not found, parameters not found, etc.

Clicking on the status will open the Condition’s Report, displaying results for each Element’s run by the Script.

For example, clicking ‘Warning’ in Condition #3 above will display a Report as seen below.

The workflow for Data Flow Reporting is as follows from the screenshot above:

1.       Elements are sorted in the datagrid by Element ID. Clicking on the blue Element ID number will select the Element in Revit.

2.       The Message column will explain the results of the Condition.

3.       The Succeeded tab will list all the Elements in which the Condition successfully updated the Target Parameter. Note that this tab will display the quantity of succeeded elements out of the total Elements passed by the Naviate Filter.

4.       The Failed tab will list all the Elements in which the Condition failed to update Target Parameter. Note that this tab will display the quantity of failed elements out of the total Elements passed by the Naviate Filter.

5.       The No changes tab will list all the Elements skipped by the Condition. Note that this tab will display the quantity of succeeded elements out of the total Elements passed by the Naviate Filter.

Lastly, as seen in the screenshot below, in the Edit Condition dialog of Data Flow, a preview of the quantity of Elements passed by the Naviate Filter will appear when the Naviate Filter Mapping is selected. This quantity gives you a preview of how many Elements will be executed by a Script when managing your Conditions.

Hanger Array Configurations - Half Perimeter

Added a checkbox for a Hanger Configuration’s Host Size parameter to instead support the Half Perimeter value for Rectangular Duct, versus the Host’s Width.

 

Manual Strut - Improvements

Added ability to route vertically.

Fab/Copy Rehost

Fab Rehost & Copy Rehost now support hosting to a different host main size. The commands also support Product Listed or Non-Product Listed ITMs.

When using a Product Listed ITM and the new main host size does not exist as an available Product Entry, a warning will be generated.

Hanger Placement Commands

Implemented performance upgrades.

Shared Parameter Read-Only Improvements

For Naviate commands that leverage Shared Parameters, a user with Read-Only access to Shared Parameter file can pull Parameters already created in the project. Parameters that do not exist in the project must be created by a user with Write access to the Shared Parameter file.

Fixes

·        Heal Pipes

o   Hangers, OLETs, Taps no longer are disconnected after executing the command.

·        Fabrication Properties Pane

o   Sorting by Property has been restored.

·        Rehost 

o   Resolved issue with runs being disconnected.

·        Reroute Under/Over and Reroute Around

o   Resolved errors when command is executed on Straights with an open connector.

·        Elbow Commands

o   Resolved an error with MEP Fabrication Containment Category. 'Keep new elements selected' option no longer tied to project settings (fixed in Bloom also).

·        Set Slope

o   Resolved an error with upgraded models.

·        Hanger Array commands error on non-Straights

o   Command will now ignore ITMs not capable of having a hanger placed, such as Bullets or Straight Taps, and continue placing Hangers.