phase mapping and visibility of linked model

[mgrandbois]

Hi,

were experiencing a problem in a project we're working with multidisciplinary models.

We have model from various external firm. We have to link all the model together in our architectural model.

The project is split in 5 phases so elements in the model can be created and/or demolished in any of the phases of the project.

All of the model have the same phases created and the phase mapping have been done for the linked models.

The problem we have : the phase filter don't show correctly for the linked model.

Let's say an example : If we put a view to phase to phase 1 and set up that vierw phase filter to show previous + demo we don't see the demo item from the linked model with the visibility overrides given in the model. In fact we see both new and demo item from the linked model.

The only solution we have found is to create a new common phase filter fot the project in all the model and apply this phase filter when we linlked the model together.

My questions are

Are we doing the right method?

And

Is there any official document for this from Autodesk?

[CoreyDaun]

It sounds like what you're doing should work. My first thought here is that somehow the name of the Phase Filter "Show Previous + Demo" does not EXACTLY match the name of the corresponding Phase Filter in the Linked Model. This is case-sensitive!

[mgrandbois]

I also think this is case sensitive but is there any documentation from Autodesk stating how we are supposed to work with phasing and phasing filters when linking multidisciplinary model?

[CoreyDaun]

To clarify, what I meant by "case-sensitive" is the use of capital vs. lower-case letters. For instance if the Phase Filter is named "show previous + demo" in your host model and it is named "Show Previous + Demo" in the linked model, then Revit will not find a matching Phase Filter in the linked project and will therefore NOT apply the effects to linked elements (which is what you're seeing).

I am not aware of any Autodesk documentation on this topic, but since project and company standards can very so widely, there may not be a "recommended" method. This doesn't mean that there isn't some documentation out there that I'm unaware of, though.

[mgrandbois]

I understand that my solution is the right one. But we had to do many test to find that phase filter name has an importance for visibility of phase for linked files. That information is not indicated in any document or help file provided by Autodesk. And I was not aware of that.

I think that there should at least have an indication in the help file that phase filters have to be coordinated between models to display correctly and that these coordinated names are case-sensitive.

[mgrandbois]

My questions are

Are we doing the right method? Yes see above. Solved.

Is there any official documentation for this from Autodesk? Unsolved.

[anil_mistry]

Hello,

Please, follow these steps for “Mapping Phases Between Linked Models”:

You can manually set up a correspondence between phases in the host model and phases in the linked model. See Phases and Linked Models.

To map phases in the linked model

1. In the drawing area of the host model, select the linked Revit model.
2. Click Modify | RVT Links tabProperties panel (Type Properties).
3. In the Type Properties dialog, find the Phase Mapping parameter and click Edit.
4. In the Phases dialog, select the appropriate mapping options for each phase, and click OK.
5. Click OK to exit the Type Properties dialog.

To apply phase mapping in the host model

1. Click View tabGraphics panel (Visibility/Graphics).
2. In the Visibility/Graphics dialog, click the Revit Links tab.
3. Click the button in the Display Settings column for the linked Revit model.
4. In the RVT Link Display Settings dialog, on the Basics tab, select By Host View or Custom. If you select Custom, for Phase, select By Host View.
5. Click OK twice to exit the Visibility/Graphics dialog.

You can find more information related to Linking Models under Autodesk Revit help menu.

[mgrandbois · Accepted solution]

That's not what we're looking at.

We don't want to apply manualy phase filter by view for linked files. This must work automaticaly. We're working on projects with multiple views and this operation will takes us too much time to manage and there is too much risk of error in the operation...

What we've found by ourself is the following :

Phases name and Phase filters names between linked files must match and in both case this name is also case sensitive.

We've found that because we're working with Revit files created with both french and english templates. That means that the phase filters are in french in one file and english in the other file. When we linked the french file into the english, the filter don't work for the linked model because the names don't match. At fisrt that sounds illogical to us but that's the only conclusion we arrived at...and when we created new common phase filter for both files everything works...My point is : why is there no mention of this in any help and/or documentation online from Autodesk.

[Anonymous]

As mgrandbois noted, it's not enough to set up phase mapping. That's the way it SHOULD work, but it's broken.  In order to get the desired behavior, the phase filters in linked files must be identical to the phase filters in the host model. No reason why that should be required, and it's certainly not documented anywhere, but that's the situation.

[pieter.zeenaeme]

I think chris is right.

Override of the 'cut patterns' f.e. is not correct if the Phase Filters of 'Host' and 'Link' are not the same.

Color is OK but Pattern isn't....(no Filters applied) -> See screenshot

This should be corrected by Autodesk because is a deficiency (failing).

Please fix this because I need this feature.

[Anonymous]

I know I'm late to the table but, did anyone on the project team take ownership of Phases, Phase Filters, and Graphic Overrides? For example, if the architect took the lead on defining the Phases, Phase Filters, and the Graphic Overrides... the resolution is simple. In all the models except the architect's, delete the existing Phase Filters. Then, link the architect's model. Use Transfer Project Standards>Phase Settings. Transfer the Phase Filters and Graphic Overrides from the Linked architectural model to the consultants models. Everyone will have the same Phase Filters and Graphic Overrides for Phases. 

Then, add any missing Phases so that you can properly map the Phases between Links.

[Basam.Yousif]

Well, this is a problem. A big one, if I might add!

Here is how I think this should work - and by that, I mean the simplest way I can imagine this should be:

• Each model\team\firm can name their phases whatever they like
• phase filters, ALSO should be model specific and not match anyone else's - since those belong to those models and not mine, they should have NO impact whatsoever on MY model or how those model act here
• In MY model, all links should have phase mapping done properly
• In MY model, my phase filters rule all - when I set a view to show complete, I should not see "existing to be demolished" objects from 6 linked models still showing. This is not how this should work at all, but sadly it does

One of our consultants actually found a manual simple solution, by using worksets to mirror phases, and we have been using that now. We close worksets of what we don't want to see. 

I wonder if @sasha.crotty would be interested in taking on this case. I'm sure she is aware of it 🙂 

[sara]

Can Autodesk respond to their direction here, particularly step #4? ... about selecting Host View for the phase filter ... There are many responses here that counter what is proposed by Autodesk.  

The naming of Phase Filters must be identical (still) between the linked files.  

The second screen shot shows the only Phase Filters available are the ones in the linked model. But these do not display in the host View as describe either. Should they?  
Autodesk, would you direct me to any information that documents this and it's solution? -Thanks!

[ToanDN]

---

@sara wrote:

the only Phase Filters available are the ones in the linked model. But these do not display in the host View as describe either. Should they?  

---

Which Phase filter is used for the Host view?

[sara]

My host view Phase Filters are not in the options in the second screen shot. 

Let's say, for example, my Phase Filter called "New Construction Only" is not populated in that list. 

[ToanDN]

---

@sara wrote:

My host view Phase Filters are not in the options in the second screen shot. 

Let's say, for example, my Phase Filter called "New Construction Only" is not populated in that list. 

---

I am asking about the Phase Filter assigned to that View specifically, not the list of all available Phase Filters in teh project.  Look at the view's properties.

[sara]

New Construction Only is the phase filter. Of that phase, New is set to By Category, other three are set to Not Display. Does that answer question?

[ToanDN]

It does. If you still pick By host view (none) regardless of the actual host view phase filter is New Construction Only, does it show the link with new construction elements only or does it show everything?

[sara]

Its showing elements of that linked model that were created in the previous phase. Conversely, my Demo only filter seems to shows no elements. I'm out from my desk, but I will post screen images. I think the phases are mapped correctly. What I am seeing aligns with what others have also noted as a broken feature in the Phase Mapping combo-ed with phase filters from Host Views.
Thanks for your responses!

[mgrandbois]

@Basam.Yousif                                                  

I don't agree.

Workests are not meant to phasing.

it is required to coordinates phases and graphic overides between model (except if this is solved in Revit 2018, i'm not sure).

This is as simple as coordinating workest, phases, and so on.

That is something that had to be implemented in a BIM Execution Plan.