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The Importance of BIM Project Management Training

One of the major differences between 2D Cad and BIM is the fact that more information is being exchanged at an earlier stage in the project development process, and this has a wide–ranging impact on project workflow.  Everything needs to be rethought, from the billing structure for design services to the depth of consultant involvement at the early stages of a project.

As the design team adapts to a BIM workflow, the adoption of a company strategy for model management will become important.  Effective project model management is required to ensure that the model data remains coordinated, well-structured, and efficient.

Secondary benefits of good project model management include reduced errors, improved consistency between team members, and gains in production efficiency.

Good project model management can best be accomplished through the formation of BIM Project Teams for each BIM project.  The project team members must understand the project development cycle and how it impacts workflow.

ColdStream Software has a lot of experience working with Revit MEP in an actual production environment having provided approximately 1000 hours (about 1/2 year) of mentoring to numerous engineering firms on several large projects over the past two years.  Through this experience, we have developed a training curriculum for firms that are in need of Revit MEP project management training.


TRAINING SITE LOCATION

We recommend that the initial training be provided at the customer site. This provides the student(s) with a one-on-one relationship with the instructor. We also offer follow-up web-based training and will provide you with scheduling options to cover your needs.

TRAINING DURATION

Duration of each course depends on the number of disciplines covered and the overall number of students to be trained as that number may be applied to the number of students that can be acommodated in the training facility. Duration may also be affected by any customization of the training schedule made by the customer.

TRAINING PROVISIONS

ColdStream Software provides the instructor, the instructor's workstation and datasets for training.

A Revit Project Management Training Manual complete with the class exercises and illustrations is provided for each student that is in attendance for the class. The manual was developed by ColdStream Software specifically for Revit Project Management training.  The cost for the manual will be included in our initial proposal on a per-student basis. We prefer for each student who attends the class to have a manual. Students will be given the opportunity to purchased additional manuals. The current Project Management Training Manual is 8-1/2" x 11", double-side printed, coil spring bound, 106 pages, with front and back cover.

You (the customer) may supplement our handout materials with Autodesk Official Training Courseware (AOTC) by purchasing as many copies as you deem necessary from the Autodesk Store.

You (the customer) must provide a suitable classroom, a workstation for each student that is required to have a hands-on experience with the software, and a projector that is capable of a minimum resolution of 1280 x 800. (NOTE: 1280 x 800 is the minimum resolution that can be used to work with Revit MEP).

The instructor's laptop can also output to DVI and/or HDMI based projectors or flat panel screens. A number of my clients are transitioning from the older projectors to the new large size 1080P flat panel screens in their classrooms and conference rooms. This provides an excellent video interface for training.

You (the customer) must have installed Revit MEP on all workstations to be used in the class using your authorization codes provided to you by Autodesk.

Should you decide to add some additional workstations to the class by going to the Autodesk website and downloading and installing Revit MEP on additional workstations, Revit will have to be run on those workstations in trial (evaluation) mode during the class (this mode "times out" after one month). Note that class cannot be conducted with Revit running in Demo mode.

We always use the latest version of Revit MEP for training including any and all web updates and subscription add-ons. You (the customer) will be expected to have all the latest web updates loaded and working on each student workstation at the beginning of training. We require that you also have the Room Naming Utility loaded and working on each workstation. The Room Naming Utility is a subscription add-on that you can download and install from the subscription website.


The following outline covers the topics that are included in our BIM Project Management Training Manual. As with our other training outlines, we have prefixed each topic in the hands-on section with a checkbox so that you can check-off the topics that are most important to you and we can custom tailor the training to meet your specific needs.

The BIM Project Management Training is designed to be an 8-hour (one day) course for the BIM Manager and Project Team Leaders. The morning session is reserved for the general topics and the afternoon session includes a hands-on exercise creating a new workshare enabled project.

TRAINING OUTLINE

 

PROJECT MANAGEMENT PERSPECTIVE 
 Workflow From a CADD Perspective 
 Workflow From a 3D BIM Model Perspective 
 The Importance of Model Management in Revit 
THE BIM PROJECT TEAM STRUCTURE 
 Schema for large multi-disciplined firm 
 Schema for a medium sized multi-disciplined firm 
 Schema for a small single-disciplined firm 
 Team Management Roles 
THE BIM PROJECT TEAM STRATEGY 
 Physical Location of Project Teams 
 Number of Team Members 
 Managing Large Models 
 Managing Project Workflow 
 Project Schemas 
CREATING A NEW BIM PROJECT 
 The Project Folder Structure 
 Project Creation Summary 
 Project Templates 
 Family Templates 
 Content Libraries 
DEFINING THE PROJECT’S POSITION IN SPACE 
 Project Internal Coordinate System 
 Shared Coordinates 
 Acquiring or Publishing Coordinates 
 Acquiring Coordinates from a CAD File 
 Using Project Base Point and Survey Point 
CREATING THE PROJECT MODEL 
 Model Preparation 
 Model Organization 
 Linking Background Files 
 Pinning the Background Files 
 Using Copy/Monitor 
 Adding Levels to The Model Using the Level Tool 
 Creating Views 
 Transferring Project Standards 
 Adding Rooms And/or Spaces to The Model 
 Setting up And Managing Worksets 
 Best practices when using Worksets 
SAVING AND WORKING ON THE PROJECT MODEL 
 Saving the Central Project File 
 Working on an Existing Workshare Enabled Project 
 Collaborating Work 
 Best practices when collaborating work 
 Setting an Active Workset 
 File Save and Roll back Options 
PROJECT MANAGEMENT GUIDELINES 
PROCESSES AND PROCEDURES 
GUIDELINES FOR WORKING ON A TEAM PROJECT 

 Working Offsite and Offline 
WORKING WITH HOSTED FAMILIES 
MANAGING LINKED MODEL FILES 
MAINTAIN LIBRARY CONTENT 
PROMOTING AND MAINTAINING GOOD MODELING PRACTICES AND PROCEDURES 

 Best Practices: Modeling 
 Splitting the Project 
 Splitting the Model 
 Best Practices: File Maintenance 
 Preparing Independent Copies of the Central Project File for Linking 
 Backups and Archives 
MINIMIZING POSSIBLE INSTABILITY IN REVIT MEP 

MEP PROJECT MANAGEMENT TRAINING HANDS-ON EXERCISE 
 ¨ Creating a New Workshare Enabled Central Project 
 ¨ Setting Options 
 ¨ Project Creation 
 ¨ Project Creation Summary 
 ¨ Setting up a Project Folder 
 ¨ Preparing the Background Files for Linking 
 ¨ Creating a Mechanical HVAC Central Project 
 ¨ Selecting a Template 
 ¨ Enabling Worksharing 
 ¨ Saving to Central (Creating the Central Project File) 
 ¨ Starting Up Revit MEP and Working on an Existing Project 
 ¨ Preparing the Project For Linking The Background Files 
 ¨ Linking the Revit Architectural Background 
 ¨ Pinning the Background 
 ¨ Using Copy/Monitor to add levels to the model 
 ¨ Creating Floor and Ceiling Plan Views 
 ¨ Floor Plan Views 
 ¨ Ceiling Plan Views 
 ¨ Adjusting View Categories and Properties 
 ¨ Creating additional discipline specific views sorted by sub-discipline and group 
 ¨ Adding Spaces 
 ¨ Synchronize With Central and Close or Exit 
 ¨ Launching Revit and Working on Your Project Each Day 
 ¨ Setting an Active Workset 

OPTIMIZING REVIT MEP 
 Editing Keyboard Shortcuts 
 Adding Keyboard Shortcuts 
 Add a keyboard shortcut to a command: 
 Shortcut Key List 
 Performance Tuning for the Ultimate Experience 
 Hardware Profile