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Notes


The ""Notes"" plugin will allow you to organize your collaboration in Revit in a more comfortable and organized way. One person makes a note to another person or himself in the form of a dot or item or a cloud, putting some information in that note.

Example: At some point, the designs need to be corrected. Something needs to be remodeled in this place, or some mistake was made here and needs to be corrected.

All notes will be available in one file to all specialists who work with the document. All information on these marks will be online on the server BimStep.

1. Launching the plugin.

2. Adding a note.

Specify a point or select an element to create a note. If you choose by point, you must specify a point to note, and if you choose by element, you must select some modeling element or a note cloud.

After specifying a point in the view or selecting an element, a window will open for you to fill in the note information.

  1. Write your name.

  2. Indicate the desired date to correct the note.

  3. Specify for whom you are marking the note.

  4. Fill in the comment to the marking.

  5. Click "Done".

That's it, the note has been created. If it was the first note in the file - then it is necessary to synchronize and save the file.

3. Notes Manager.

Now let's open the Notes Manager by clicking on the relevant plugin. As a result, you will open a window with all the notes in the document.

  1. You can filter by note status or by the name of the person to whom the note was assigned.

  2. Specify your own name.

  3. Filter to show only the notes from the active view.

  4. Open the note card to see more information about the note.

  5. Unload everything into Excel.

  6. Set the status to "Done" for the note.

  7. This field displays all notes with information about them.

To view the note in the active model, you can double-click on the line with the marking and eventually, depending on what type of note it was, by point or by element, so you will see the note

In the case of a dot, the view will be opened where the note was placed and a red cross will be placed to indicate exactly where the author of the note placed it.

In the case of the noted cloud, its creation will be shown in the indicated view. And in the case of an element, on the 3D view the element specified in the note will be selected.

4. Note card.

To view the details of the tag, you can select the tag in the manager and click on the " Note card" button

As a result the following window will open

  1. The status of the note is shown. Whether it is done or not.

  2. The author of the note is shown.

  3. The date when the note was made is indicated.

  4. A comment on the note is shown. It can be changed.

  5. The person to whom the note was made is indicated. Can be changed.

  6. The desired date of fulfillment of the note is indicated. It is editable.

  7. The full history of the life of the note is displayed. I.e. who created and when changed and what exactly was changed.

  8. If something has been changed, click on the "Save changes" button.

So the notebooking plugin is very large and complex, but thanks to it you can set up your design workflows in a more organized way when working with models in Revit.

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