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Thread: Project Manager Revit Training

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    Default Project Manager Revit Training

    I have been asked to put together training for project managers in our office who have Revit projects. I would like to poll for some thoughts as to how I should approach this and what topics I might need to cover. Keep in mind that these are people who typically would not be "producing" on a daily basis but might need to access the project to assist the project team during deadlines or to print views...

    I would prefer to keep them out of the model altogether, but this decision comes from above.

    Thanks

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    Default Re: Project Manager Revit Training

    I don't think having managers get into the model is a bad idea. I don't like the idea of anyone being afraid of the software. It is relatively easy to use and once they see that, they may be able on future projects to start doing massing studies, programming, etc. in the app. so that the team can develop what they may have started. One of the things I would keep in mind when presenting the application is to get them to understand it is a database and there are some things that you may want to document differently than you did pre-revit. I try and turn the, " We always do it this way." into "This is the best use of the information in the model."

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    Default Re: Project Manager Revit Training

    Hey Jason,

    One of the things I do when I do project manager training is to show them worksets and how to close the program when they are done looking around. I also stress that Revit is a database and just going into a view and deleting an object that they don't want in the view can be very damaging to the entire project. Hope that helps!

    Cheers,

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    Default Re: Project Manager Revit Training

    I think it's a great idea having the managers working in the models. Teach them how to open specifying worksets to open only the part of the model they need. Tell them how to make a new local file and the difference with the central. Teach the how to make schedules and how they can use them for QC. Have them engaged in using Keynotes, specially if you use a Condoc system tied to the Specs.

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    Default Re: Project Manager Revit Training

    In addition to the warnings about deleting items, proper opening & closing procedures and other general "don't break the model" types of topics, here are some of the items that I covered during a couple of PM Revit training sessions that I did:

    1. Introduction to Revit - General explanation of how Revit works
      - Revit the Database
      - Revit specific terminology
      - Central Model/Worksharing Concept
      - Detach from Central
    2. Available View Types and View Relationships
    3. Walkthrough of PM applicable items in the Revit User Interface
    4. Basic overview of Revit's Tools and how they work
      - Basic Modeling Tools
      - Modification Tools
      - Elements Properties Dialog Box
      - Accessing Parameter Data
      - Exporting from Revit
      - Plotting / Printing
    5. Working with Families
    6. View and Information Organization in the Revit Model
    7. Viewing Options / Commands
    8. File Administration, General Process & Work Flow Specific Items
    I included the Revit modeling & modification tools overview and "Working with Families" (and a functionality demonstration using these tools) because it helped to give them an idea of Revit's capabilites and limitations.

    Hope this helps.

    Brett

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    Default Re: Project Manager Revit Training

    This was covered at Autodesk University last year, you should be able to download the screencast, powerpoint etc. See SE118-2 RST for Engineering Managers

    HTH

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    Default Re: Project Manager Revit Training

    Thanks for all the feedback. This gives me a great starting point to begin outlining my training class.

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    Default Re: Project Manager Revit Training

    Here's my latest list, which is a 4 hr session (that's about all we can consistently get out of this group). The most important item here is management of the team. Due to limited time, PM's rarely get into the project file. There are more issues with making sure the project is staffed properly and that considerations are made at the beginning of the project to plan for the process, especially with multile disciplines, multiple architectural firms, or an inclusive construction manager and client.

    PM Introduction to Revit
    - Terminology
    - User Interface
    - Accessing Revit Files
    - Printing
    - Conceptual Design
    - Modifying Floor Plans, Elevations, Sections
    - Documentation
    - Tags
    - Text
    - Dimensioning
    - Creating Sheets
    - Area Plans vs Room Areas
    - Presenting model to client
    - Managing Revit Team
    - initial setup and planning is critical
    - keeping small, stable teams
    - keeping detail in context
    - design first, develop second, document third

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    Default Re: Project Manager Revit Training

    Quote Originally Posted by ghale View Post

    PM Introduction to Revit
    - Terminology
    - User Interface
    - Accessing Revit Files
    - Printing
    - Conceptual Design
    - Modifying Floor Plans, Elevations, Sections
    - Documentation
    - Tags
    - Text
    - Dimensioning
    - Creating Sheets
    - Area Plans vs Room Areas
    - Presenting model to client
    - Managing Revit Team
    - initial setup and planning is critical
    - keeping small, stable teams
    - keeping detail in context
    - design first, develop second, document third
    Greg,

    Wow, This seems really aggressive for a 4 hour time slot but I do like your approach. Nice and systematic. A couple of questions though:

    1. I find the conceptual design topic an interesting one to show PM's. Are you finding that PM's actively use this?
    2. Is your training strictly a demonstration or do the PM's follow along with sample files?
    3. Do you discuss/ use Design Review at all?

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    Default Re: Project Manager Revit Training

    The session was a hands on presentation with a workstation for every 2 PM's. Conceptual design was a good topic because it gets the ball rolling in Revit from day one. PM's are more receptive when they know the conceptual workflow is beneficial.
    I've discussed Design Review in other 1 hr sessions but get limited action using it. PM's are extremely hands-off these days with few exceptions. This training is more about getting them comfortable with basics and understanding the benefits then it is about actual usage and tools, but it is important to have some hand-on.
    All of it leads up to "Managing the Revit Team" which is the most important part.

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