Autodesk Revit® Project Management and Organization

June 26, 2019

Starting a Revit project is easy. Keeping a Revit project organized can be a more daunting task. Often project requirements change, phases are added, or the owner needs to have some options to choose from. These conditions require advanced planning, where possible, as well as organization. Features such as Phases, Design Options, and Browser Organization can help to alleviate confusion over project structure and organization.



The key to project organization is “early and often”. Start the Revit project with the correct Levels, Project Base Point, and Shared Coordinates if known. Enter the Project Information and Location. This is essential for any analysis being done with the project.


If the project will have phases, use Phases (Manage tab). Remember that in Revit, demolition is not a phase, but occurs in New Construction. Regardless of the named phase (New Construction, Phase I, Phase II, etc.) demolition will be a part of the current construction phase. Use Phase Filters for each view to show demolition plans.


This setting will show the existing plan with the demolition items. “Show Previous New” will show any remaining existing objects along with New Construction objects. The Demolition objects are not shown.


Design Options (Manage tab) are used for different plans in the design phase. It is important to understand the rules of Design Options. Within Design Options, there is an organizational hierarchy. Objects created in the Main Model are visible in all design options and will not change. Once an object is created within a Design Option (i.e., Option 1), it cannot be moved to another option.

 Once the Design Options have been created, it is important to ensure that objects are being created in the correct option, or in the Main Model. The status bar at the bottom of the drawing window shows the current design option.


Different views must be created for each Design Option. The visibility of the Design Options within each view is controlled through the Visibility/Graphics (VG) dialog. The Design Options tab is available in the VG graphics dialog when Design Options are active. If the Design Option is set to “Automatic” the view will show the current Design Option configuration.


Browser Organization allows the user to categorize and group views and schedules according to view type, Phase, and views not placed on sheets. Custom criteria can also be created for company-specific or project-specific organizational standards. Right click on Views or Schedules/Quantities to open the Browser Organization dialog box. It may help to include a note explaining custom Browser Organization on a starting view of the project so that collaborators can understand the system.

 For additional information on Revit project management, ZenTek Consultants provides training for all AEC industry software users. Check our website for our our latest class offerings.


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