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BIM standards packs

Each standards pack works on its own. Start with the one that fixes your biggest problem today.

Five packs, three steps each. Naming Standards Kit (PDF, MD, XLSX): define codes, delimiter and rules per type, paste names into the Name Check tab, fix flagged names and roll out by project. View Template and Sheets (PDF, MD, CSV): list templates, filters and sheet series, build templates that control graphics, number sheets, issue and export PDFs. LOD/LOI Matrix (XLSX, PDF, MD): assign an author role for each model element, set a level for each of five stages, clear level-drop and role flags in Summary. Model Health Audit Kit (PDF, XLSX): run 38 checks and record evidence, let the Scores tab rate every category, give every fail an owner and due date. Small-Firm BEP Template (PDF, MD, CSV): fill the 16 sections with the team, record roles, models and exchanges in three CSVs, update the change record at milestones.
Three steps per pack. Details for each are below.

Revit Naming Standards Kit

Files: guide PDF and MD, Revit-Naming-Standards-Validator.xlsx

  1. Read the guide's field-based structure. Then edit Codes (disciplines and forbidden characters) and Rules (delimiter, field count, maximum length).
  2. Paste existing names into Name Check. Each row shows OK or the first problem found.
  3. Use Summary to see problems by object type. Roll fixes out project by project.

View Template and Sheet Standards Guide

Files: guide PDF and MD, View-Template-Register.csv, Filter-Register.csv, Sheet-Register.csv

  1. Plan the set in the three registers: templates, filters and sheet series.
  2. Build templates that control scale, detail level and filters, so views need no per-view fixes.
  3. Number and name sheets from the register, then issue and export with the guide's checklist.

Model Element Responsibility Matrix (LOD and LOI)

Files: Model-Element-Responsibility-Matrix.xlsx, guide PDF and MD

  1. Set Levels and Stages and Roles for your project.
  2. In Matrix, give each element an author role and a level for each of five stages. List required parameters in Information.
  3. Clear the problem counts in Summary, then agree the matrix with the team.

Revit Model Health Audit Kit

Files: audit guide PDF, Model-Health-Scoring-Workbook.xlsx

  1. Run the 38 checks in the guide. Record each result and its evidence on the Audit tab.
  2. Read category and overall ratings on Scores. Adjust points in Settings only by agreement.
  3. Give every fail an action, owner role and due date. Log raw numbers in Metrics Log to compare audits.

BIM Execution Plan Template for Small Firms

Files: template PDF and MD, BEP-Roles-Register.csv, Model-Register.csv, Information-Exchange-Schedule.csv

  1. Fill in the 16 sections of the Markdown copy with the project team.
  2. Record roles, models and information exchanges in the three CSV registers.
  3. Review the plan at each milestone and log changes in the change record.

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