Using Revit with Aconex

Required User Role Permissions

• Access Models - General access to the plugin is enabled by this permission
• Create Design Issues 
  • Create New issue 
  • Create Issue from 3D view
• Create Issue sets - Controls Create Issue set tool
• Model Coordination Administrator - Allows editing of design issues owned by other users

Your Organization Administrator may need to grant these permissions to your user role.

Connecting to Aconex from Revit

1. Download and install the latest version of the Model Coordination plugin here
2. If there’s an update available for the plugin, you’ll see Update Available in the top Ribbon bar. Click it to download the latest version.
3. On the Oracle Aconex tab in Revit, click Connect to begin the login process.

4. Select your project location from the list and Log in.
5. You will be directed to the Aconex web interface. Enter your Aconex login details.
6. Click Open Aconex Login Approver to get connected. You will be redirected back to Revit.
7. The plugin ribbon bar will become available with options based on your Aconex permissions. Select your project.

Upload a model revision to the Document Register

1. Click Publish model and then choose Document register.

2. Select the Model format to publish to Aconex and click Next.

3. Select the drawing(s) you want to publish to the document register.

4. Review your selections and click Publish.

5. You'll be directed to the upload screen in Aconex. Follow the process to upload the document(s)  to Aconex.
6. After clicking Register in Aconex, you'll see a success message. You can close the window to return to the plugin.
7. Revit will continue the upload to Aconex. You'll see a confirmation message once it's done.

Adding Revit Models into the models stack

When adding a Revit model to the Aconex model stacks, it will process the Revit native geometry to display models. Aconex uses 3D views to define what is visible or included in the model.

By default, Aconex will look for a 3D View called “Aconex” in the Revit file. It will apply the same setting and configuration defined by this view to render elements in the models. If objects are hidden in the Aconex view they will not appear in Aconex Models.

You can apply Visibility/Graphics overrides to this view to specify what elements are visible or use the Phase Filter to hide objects on the view.

When a Revit model doesn’t have an Aconex 3D view, Aconex will use the default 3D view in Revit.

Upload a model revision to a model stack

1. Click Publish model. 
2. A pop-up will open. Your current project is selected by default.
3. Select a model stack to upload your model(s) to. You must make a selection to enable the Publish button.
4. Check the box if you want to 'include IFCSITE elevation in the site local placement origin'.

By default, all organizations and users on the project will have access to the new model revision.

5. To restrict access to specific users, uncheck 'All organizations on this project'.
6. Click Add and search for users to provide them access. You can also select users and Remove them.
7. Click Publish to export the revision to the Aconex model stack.

Create Design Issues

1. Prepare the model to display your design issue in the most effective way and click Add Issue. 

2. In the pop-up, enter information about your design issue, including mandatory fields such as Title.
3. Select the associated model stack(s) to display the model viewpoint in Aconex. Otherwise, the model viewpoint will not be loaded automatically in Aconex.
4. When all necessary information is entered, click Publish to add the issue to Aconex.

View issues

1. Click View and Edit Issues in the top ribbon bar

2. The Design Issues panel will open. By default the list of issues will display only issues assigned to the user currently logged in. To see the whole list, click Clear filter.
3. Click an issue viewpoint thumbnail to open the model viewpoint. Switch between issues by selecting them from the list.
4. Select a Viewpoint to load the model viewpoint to the scene.

5. Click the magnifier icon on the thumbnail to open a viewpoint snapshot for the corresponding design issue.

Edit an issue

1. Click Details on the issue that requires editing.
2. The Design Issues screen will open.
3. Click the pencil icon on the top right to edit the details. You will need permissions to edit.

4. Click Add comment in the Design Issue pop-up to leave a comment.

5. Edit related items for the issue from the Design Issue pop-up. If you have edit permissions click the edit icon on the Related Items section.

Create an Issue set

Use Issue sets to group design issues and provide controlled management on them.

1. Click Create Issue Set.

2. You’ll see the Create Issue Set screen.
3. Enter the set name (mandatory).
4. Define start and end dates for your set.
5. Add members to the issue set, to provide them access to the issues within the set. Select a user from your organization and click Add.

Create issues from 3D views

Export 3D views with design issues to Aconex.

1. Click Issues from 3D Views.
2. Select a 3D view to be sent to Aconex with design issues.
3. Enter all required information for the design issue.
4. Click Publish to share the issue with Aconex.