Forums >> General Discussion >> Revit Project Management >> Revit File Client Turnover

tsynan

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I am doing project closeout for a client and need to surrender a copy of the Revit file to the client.  The current file has cad links, image links, etc.  What is the best way to possibly "bind" these elements into the client file?

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pchan

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What is the file size for the revit model?

the image should be embeded already into the model so there is no need to attach additional image link (unless this is something else you are refering)

Is the cad file imported or linked? does the client need to have the cad file as well?

I would remove it if the cad file is not needed.

Also, is the Revit model a worksharing file or standalone?

there is a different way to handle it between two.

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jterrell

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Export a full set of dwg cad files, and provide the revit model as well.

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tsynan

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The revit model is 68 mgbs(I do have another one to do soon which will be over 200mgbs if that changes the order of operations any).  I went through and imported all of the cad files.  The image file is not required.

If by worksharing, you mean on a server in our office for multiple people to work on at once, then yes.

Thanks!

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WWHub

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Worksharing is a special Revit term which it appears you do not know.  You should look that up in your HELP.

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pchan

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Like WWHub said, worksharing is a special term and has a special meaning in Revit.

if the revit file IS a worksharing file, then I would suggest you to open the file as "detach from central" and save as another file before you hand it to the client.

Standlone revit file does not require this procedure

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tsynan

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pchan - Thank YOU for your advice.  Very concise and helpful.

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thetabest

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If you are copying data to media (cd or DVD), then just copy the central file and any other file which you created (including any CAD files which you LINKED, not imported) to the media.  Be sure to replicate the folder structure, so if you have an existing building, and it is located in perhaps a LINKS folder, then be sure to place it in a LINKS folder relative to the central file.  If going to an FTP site, just tell it to upload your central file and any other files, and you are done.

If you are nice though, you can clean your file up some, by running a purge, and deleting any views not on sheets.

Doing the detatch from central option creates a local copy, using the OS to copy/move a central file also creates a local copy, thus I'm eliminating that extra time of opening, then saving... Besides, no matter how you send a central file, it becomes a local file BECAUSE it knows it is not located in the place where it should be, and thus it is smart enough to realize it is a local copy.  Another fun way to turn a central file into a local file is to remap the network drive!  If originally it was on the P drive, and you remap it to the k drive, it will see itself as a local file.  Remap again to the P drive and it reverts to a central file!

-----------------------------------

Trent Best

Best Systems

the.tabest@gmail.com

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pchan

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Tsynan,

The reason you want to detach from central before the hand over is that the end user will be able to make modification on the model because all the workset will be relinquished.

If you didn't do that, they can only open the model and view it but won't be able to make changes.

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WWHub

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I understand that your file does not have worksharing so this doesn't relate to the original question.

First, to correct thetabest, detatching does not create a local file.  It creates a central file and will automatically be saved as a central.  A file is always a central or a local.  If the central is moved, the local will not be able to connect and will tell you.  If you move a central with or without it's backups, it s still a central but it will know that it has been moved and ask you to create a new central.

To clarify what pchan said.  While it is true that some ownership may exist in a local file, because there is no link to a central, you can not edit the file BUT it really doesn't matter if it is detached or not, because the next user can always open this file detached and save it as a new central.

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pchan

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What WWHub is true about the edit ownership of the model, you can always saveas the file as a new central from the next user.

one thing that I'd like to mention is Revit 2012 can now have a function to convert the worksharing file back to a standalone file from the detach from central options. it sounds like this would be a better way to hand over this model file to the client or consultant for coordination. This is something I saw from a presentation yesterday but I haven't confirmed it myself yet.

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thetabest

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wwhub, try it out, I was incorrect on the detach, it will save it as a central, I meant to imply that it is no longer associated to the original central file, and it behaves as a local until you save it, at which point it again is a central file, but if you copy a central file to any location, then open it from that new location, it behaves as a local file.  In fact, my previous firm used this to their advantage, and much to my dismay, they would copy the central file from the server to their computer, and then open it.  Apparently some company they had hired to "train" them had showed them this behavior. 

Thanks as always for the backup though.

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Trent Best

Best Systems

the.tabest@gmail.com

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