Linked Architectural model - do we copy/monitor All levels?

Linked Architectural model - do we copy/monitor All levels?

HVAC-Novice
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Message 1 of 12

Linked Architectural model - do we copy/monitor All levels?

HVAC-Novice
Advisor
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I just started using linked models prepared by an architect in our office. I have my starter project with Level 1 and a few default floor/ceiling views. 

 

I figured out how to copy/monitor the architect's levels. But this got me to the problem that I have their and my level 1 (same height). I deleted "my" Level 1 but now my original floor and ceiling views are orphaned. So I have to re-create them with the copied Level 1.

 

This is just a small project and no big deal. Obviously my starter project always will have at least one  Level. But I wonder how I should set that up for future projects? I see the following options. 

 

So I wonder if I should:

- have zero floor/ceiling views in my starter project and plan to delete that Level after copying the linked levels? 

- recycle that original Level (basically only copy/monitor all other levels)? this obviously would prevent me from the monitoring in case that level changes. But it would allow me to use a few views from my starter project 

 

I know a view cannot be assigned a different level. 

 

Edit: And if I just leave the copied and original level in the model, I think I would get confused and accidentally use one or the other (same elevation) level. 

Revit Version: R2026.2
Hardware: i9 14900K, 64GB, Nvidia RTX 2000 Ada 16GB
Add-ins: ElumTools; Ripple-HVAC; ElectroBIM; Qbitec
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Message 2 of 12

SteveKStafford
Mentor
Mentor

If you deleted your levels then it will be necessary to create new views associated with each of the levels that were produced using C/M. When a level is deleted all the related views and elements that are hosted by that level will be deleted so that's a particularly bad result if much modeling and documentation has been done already.

 

The purpose of copy/monitor (C/M) is to help us stay coordinated between our elements and theirs (certainly levels & grids and lesser cases for columns, walls & floors). The copy part of C/M is meant to make it easier to create levels where there are none in my model. The monitor part of C/M is to let Revit know to watch our levels and theirs. If we copy their levels the monitor relationship is enabled automatically. You can also just use Monitor to identify our existing levels and establish a relationship between ours and theirs.

 

All templates have at least one level if not several. You did not need to delete your existing levels, should not have deleted your levels. You should have adjusted your levels so they shared the same elevation and naming (if desired) as theirs and then used the Monitor portion of C/M to define a relationship between levels. Then the Copy part of C/M could be used to create any other levels in their model that your project template did not have already so the end result is your model and their model have all of the same relevant levels.

 

For example, a three story building should have at least one level for each floor or story of the building. Each discipline's model should have those same levels. If, for example, the HVAC model template has two levels defined in it already then those two levels should be adjusted to match the elevation of the first two levels in the architecture model. Then C/M could be used to create the third level. Monitor would be used to define the relationship between levels 1 and 2.

 

In some cases a model can have more levels than the other disciplines really require. One level is all that is required for each unique building story elevation that will host building elements and that views will be required and/or created for.


Steve Stafford
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Message 3 of 12

HVAC-Novice
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Thanks. I hadn't realized I can "monitor only" without copying. That would allow me to use my original (from starter project)  level while still being sync'd/monitored.

 

I tried to follow this monitor guide to monitor my level by the linked level. But after selecting my level, I'm not able to select the level in the linked model. So, step 6 doesn't work for me. Is there a trick I'm missing?   Edit: I figured it out. it is just very hard an unintuitive to select the other level and you have to move the one level to left or right to uncover the linked level (being same elevation). You have to watch out for the monitoring symbol showing up as a clue that it worked. 

Revit Version: R2026.2
Hardware: i9 14900K, 64GB, Nvidia RTX 2000 Ada 16GB
Add-ins: ElumTools; Ripple-HVAC; ElectroBIM; Qbitec
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Message 4 of 12

SteveKStafford
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Accepted solution

As long as you're selecting the levels inside the crop boundary of the view Revit should see both levels during the monitor process. It shouldn't be necessary to pull back the levels to reveal the others.


Steve Stafford
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Message 5 of 12

HVAC-Novice
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I have two more questions about Linking:

  1. In my MEP model, I use the linked architectural elements (walls, floors, doors, etc.) but don’t copy them or create equivalents. I’d like to monitor these elements to be alerted if the architect moves or deletes them (so I can fix any hosted elements). But it seems I can only monitor items that also exist in my model. Is that correct? Is there any way to track changes in the linked architectural model?

  2. The architectural model is a central workshared file on a network drive. Since we don’t use BIM360, I open their model, "detach," discard the worksets, and save it as a regular (not workshared) model before linking it into mine. If I don’t discard the worksets, it opens as a central model. I’m the only MEP designer. Is there a better way to manage this? For future projects, would using BIM360 or ACC improve this workflow? If so, what specifically would be better, and how can I justify the change to management (cost, efficiency, collaboration, etc.)?

Revit Version: R2026.2
Hardware: i9 14900K, 64GB, Nvidia RTX 2000 Ada 16GB
Add-ins: ElumTools; Ripple-HVAC; ElectroBIM; Qbitec
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Message 6 of 12

SteveKStafford
Mentor
Mentor

In my MEP model, I use the linked architectural elements (walls, floors, doors, etc.) but don’t copy them or create equivalents. I’d like to monitor these elements to be alerted if the architect moves or deletes them (so I can fix any hosted elements). But it seems I can only monitor items that also exist in my model. Is that correct? Is there any way to track changes in the linked architectural model?

The C/M process requires one of yours to compare against one of theirs. If you have wall mounted equipment and if that wall moves you really want to be alerted to it then you can use C/M to create a copy of it in your model and use it to host your elements. Or you can draft your own wall and use Monitor in the same way as for levels or grids. It was also anticipated that a structural model might use it for a bearing only version of a wall overlaid on the architectural wall so the structure discipline could just show the structural portion of a wall alone.

 

Technically it can also watch one of yours against another one of yours if you select current model instead of a link. For example, two parallel walls that must maintain a certain distance from each other could be Monitored so if one or the other changed their distance from each other a coordination review warning would be created.

 


The architectural model is a central workshared file on a network drive. Since we don’t use BIM360, I open their model, "detach," discard the worksets, and save it as a regular (not workshared) model before linking it into mine. If I don’t discard the worksets, it opens as a central model. I’m the only MEP designer. Is there a better way to manage this? For future projects, would using BIM360 or ACC improve this workflow? If so, what specifically would be better, and how can I justify the change to management (cost, efficiency, collaboration, etc.)?

 

The eTransmit tool can remove worksets as well as removing sheets so you could use it to make a version of the architecture file for linking. Unless the file is huge you probably don't really need to bother with that. You can just put the copy of their file in a folder and create a link without re-creating the central. You only need to create a new central if you expect to do work in their file. There might also be advantages to keeping the worksets intact so you can selective choose to close some of them, especially if they've been very organized about using worksets well. Unless you override a view to use By Linked View you only see model elements in the project anyway.


Steve Stafford
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Message 7 of 12

HVAC-Novice
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The C/M process requires one of yours to compare against one of theirs. If you have wall mounted equipment and if that wall moves you really want to be alerted to it then you can use C/M to create a copy of it in your model and use it to host your elements. Or you can draft your own wall and use Monitor in the same way as for levels or grids. It was also anticipated that a structural model might use it for a bearing only version of a wall overlaid on the architectural wall so the structure discipline could just show the structural portion of a wall alone.

 

Technically it can also watch one of yours against another one of yours if you select current model instead of a link. For example, two parallel walls that must maintain a certain distance from each other could be Monitored so if one or the other changed their distance from each other a coordination review warning would be created.

 

The eTransmit tool can remove worksets as well as removing sheets so you could use it to make a version of the architecture file for linking. Unless the file is huge you probably don't really need to bother with that. You can just put the copy of their file in a folder and create a link without re-creating the central. You only need to create a new central if you expect to do work in their file. There might also be advantages to keeping the worksets intact so you can selective choose to close some of them, especially if they've been very organized about using worksets well. Unless you override a view to use By Linked View you only see model elements in the project anyway.


Thanks for pointing out the eTrasnmittal Tool. That is a bit simpler than my original process. It is a bit cumbersome at first since it doesn't have the "saved places" Revit uses to normally open a file. And it took me a while to find the tool since all projects needs to be closed. You have to "know" to lick on the top left symbol to expose the etransmit toolbar). 

 

So, is it "standard" or "best" practice to generally C/M all relevant architectural and structural elements? I think that would avoid my model breaking if architecture changes (i.e. delete a wall). But it would require me to manually edit my model if they make changes. IS there an option with C/M to "automatically" propagate the change the architect implemented? For example if they just changed elevation or type of a ceiling, or moved a wall, or changed the type of wall? 

 

My original (somewhat naive) plan was to not copy anything from their model. But it looks like I have to re-consider. thanks for your advice. You are saving me a lot of re-work and headaches later on. 

 

If I decide to C/M all relevant elements, is there a way to do that for different phases so I have existing, demo'd and new walls, for example. or do i need to C/M each phase separately? I also wonder how i could C/M all elements of a category at once (i.e. all walls, columns, doors) instead of selecting each element individually. I have to try a bit. but if you have a hint to simplify that, let me know. 

Revit Version: R2026.2
Hardware: i9 14900K, 64GB, Nvidia RTX 2000 Ada 16GB
Add-ins: ElumTools; Ripple-HVAC; ElectroBIM; Qbitec
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Message 8 of 12

SteveKStafford
Mentor
Mentor

So, is it "standard" or "best" practice to generally C/M all relevant architectural and structural elements? I think that would avoid my model breaking if architecture changes (i.e. delete a wall). But it would require me to manually edit my model if they make changes. IS there an option with C/M to "automatically" propagate the change the architect implemented? For example if they just changed elevation or type of a ceiling, or moved a wall, or changed the type of wall? 


Short answer, no, don't start by using C/M on everything. Use it for levels and grids and maybe a few key items that you're concerned about that might change and you'd like to know about, assuming the other discipline(s) might not remember to tell you.

 

I rarely find anyone using C/M on much else besides levels and grids. I've joked doing training that the tab order of element categories in the C/M settings is the order of how likely we are to use it on them, Levels, Grids, Columns, Walls and Floors...from most likely to least likely. If you use it to watch walls and then they move you'll get a warning but you'll still have to discuss the change with the other discipline to either get them to put the wall back where it was or move yours to match the new location. Without C/M you'd have to notice that there is more or less room available for your equipment. For hosted elements that follow their host it might not be as immediately noticeable compared with elements that are no longer completely inside the room as they were once.


Steve Stafford
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Message 9 of 12

HVAC-Novice
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Thanks. I think what also speaks against C/M everything is that not all categories work for that. If I C/M a wall, I also need the door and window. but it looks like the latter can't be C/M'd. 

 

I prepared a view template for links and made all categories invisible hoping to just NOT show what is in "my "model. But I then learned, even if I enable visibility of those categories in the "Revit Link" still doesn't make them visible. So it looks like, the "Revit Link" settings only can alter the look (color etc.) of a normally visible category. But it can't make an invisible category visible. it seems to be able to hide a (linked) category that normally is visible (from my project). 

 

it looks like there are some hard-coded limitations to C/M. This is good to know.

 

Knowing what I know now, I only C/M grid/levels for now. This project already went through quite a few (not communicated) changes in number and sizes of rooms. I hope at this point the A-design is solid. 

Revit Version: R2026.2
Hardware: i9 14900K, 64GB, Nvidia RTX 2000 Ada 16GB
Add-ins: ElumTools; Ripple-HVAC; ElectroBIM; Qbitec
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Message 10 of 12

Sleepingfish_Kuo
Advocate
Advocate

I often get a model update with some walls delete and create again (by other type) in the link model, so C/M works not well for me.

So I C/M grid/levels only, too.

For example, walls were edit by the picture.

Sleepingfish_Kuo_0-1744772698148.png

 

When I got tens of warnings , it's helpful.

But when I got thousands of warnings, it's useless.

Message 11 of 12

blank...
Advisor
Advisor

I don't copy monitor anything. I work in a small office and if something changes colleagues warn me about it and that's it, also, by the time plumbing comes to play building is so far in the design that any significant changes happen almost never.

I'm only writing this because I know from your previous posts that you also work in a smaller office (or one man?), and that all plumbing tutorials start by explaining copy monitoring when in fact you don't have to do it at all.

Message 12 of 12

HVAC-Novice
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@blank... wrote:

I don't copy monitor anything. I work in a small office and if something changes colleagues warn me about it and that's it, also, by the time plumbing comes to play building is so far in the design that any significant changes happen almost never.

I'm only writing this because I know from your previous posts that you also work in a smaller office (or one man?), and that all plumbing tutorials start by explaining copy monitoring when in fact you don't have to do it at all.


For the most part I'm the only one designing and so far I created a single model for myself including Architecture/Structure. So, this all wasn't a problem.

 

Now some of the projects will get architectural design from the architects. But only one of them is interested in Revit, the others use AutoCAD. So, that one who is interested in Revit, hopefully builds the A-models based on their AutoCAD design instead of me doing that myself. (Yes, I know this is a total waste of time and it would be really easy to create Architectural construction documents from their A-model.... but I have been banging my head against the wall with trying to convince people to at least install Revit to try it...to no avail)

 

That only may be for a few % of the projects. Most projects still will be only me. So, I want to set up my system that it works in both cases. It is a bit convoluted since some of my projects could be a single discipline, or multiple disciplines. 

Revit Version: R2026.2
Hardware: i9 14900K, 64GB, Nvidia RTX 2000 Ada 16GB
Add-ins: ElumTools; Ripple-HVAC; ElectroBIM; Qbitec