QARCSystemsQARCSystems

Blog Details

Providing a Revit Project file to a Client

As mentioned in our post “Exporting to CAD for Consultants like Engineers”, this post is about ARC’s suggested way to provide a Revit file to someone, if you must.

Firstly – Avoid It.

This is better, because however you do it, you’ll inevitably pass on some IP of ARC and your own.  Our agreements discourage passing it on, anyway.

Second – try to only transfer DWG versions.  Refer to a later blog post.

But, there could be a situation that requires it, eg, you may be asking someone to further develop a model.  If you pass on the original file to others, we require they also be an ARC user.

Here is our short list of how we’d do it –

The point of the exercise is to only transfer the ‘model’.

  • Delete all sheets. This will not delete views.
  • Delete nearly every view.  Retain one or two 3D views, we suggest an existing phase one and a new phase one.
  • By removing sheets & views, you remove a large proportion of what we consider is the core of ARC, and your own input.  This process takes out all storage views of the many text, line, dim, hatch types.
  • Delete anything from the model that you feel can be removed.
  • If you think you should, delete any ProjectInformation that may be ‘private’.
  • Then Purge.  Manage > PurgeUnused.  Let it go!  This will remove a LOT.
  • Purge will not remove anything remaining in the model.  But at least the process only retains the absolute minimum.
  • Attempt to control the recipient’s use of the file, by obtaining a signed agreement.  Before you send it.  Refer legal advice.

Hope this helps.

Happy Reviting and ARC use!