Model Setup Checklist

Use this checklist when starting a new Revit project to ensure the model is configured correctly from day one. Fixing these items later is always more expensive.

Project Information

• Fill in Project Name, Project Number, Client Name, and Project Address under Manage > Project Information.
• Set the correct Building Type and Project Phase if phasing is used.
• Confirm Project Base Point and Survey Point are placed and pinned before modeling begins.

Levels and Grids

• Create all known levels with correct elevations and naming (e.g., L01, L02, Roof).
• Delete unused default levels (Level 1, Level 2) after creating the real ones.
• Place and name grids following the firm grid-naming standard.
• Pin all levels and grids to prevent accidental movement.

Worksets (Workshared Projects)

• Enable worksharing and create the initial workset structure: Shared Levels and Grids, Shell, Interior, MEP, Site.
• Move levels and grids to the Shared Levels and Grids workset.
• Confirm the central model is saved to the correct server or BIM 360 location.
• Verify all team members can create local copies without errors.

View Templates

• Load or confirm the firm-standard view templates are present.
• Assign view templates to all default plan, section, and elevation views.
• Check that templates lock the correct parameters (scale, detail level, V/G overrides) and leave user-adjustable parameters unlocked.

Browser Organization

• Apply the firm-standard Browser Organization setting for views (typically by discipline, then type).
• Apply the sheet Browser Organization (typically by discipline code).
• Remove or hide any unused default views that clutter the browser.

Export and Print Settings

• Load firm-standard DWG export settings if CAD deliverables are expected.
• Configure PDF print settings (paper sizes, naming format) using Pyvoid's Print Sheets tool.
• Confirm title block families are loaded and sheet templates are ready.

Final Verification

• Run Pyvoid's ReViewer to catch any remaining setup issues.
• Save, sync, and create a baseline backup of the central model.
• Distribute the local file path or cloud link to the project team.

Last updated: 2026-03-20