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Detail migration packs

Use these packs to move a legacy CAD detail library into clean, native Revit details. On a project, work through them in the order below.

Four packs, three steps each. Kickoff Checklist (PDF, CSV): collect every CAD source in the inventory CSV, decide to link, import, convert or retire each source, test units, position and standards first. Detail Migration Playbook (PDF): inventory and triage every legacy detail, map standards first with one decision per layer, verify with QA, sign off and govern the library. Layer Mapping Workbook (XLSX): inventory CAD layers, colors and linetypes, map each to a Revit target from your Standards tab, clear QA flags and optionally export Codex JSON. Detail Library QA Checklist (PDF): inspect 67 checks across ten sections, fix or log every failed check, sign off with reviewer role, date and result.
The Detail Migration Starter Kit contains the playbook, the workbook and the QA checklist.

CAD-to-Revit Kickoff Checklist

Files: checklist PDF, CAD-Source-Inventory.csv

  1. List every CAD source in the inventory CSV: origin, units, coordinate basis.
  2. Record a decision and owner role for each source.
  3. Work through the eight checklist sections before modeling starts, then complete the sign-off record.

Detail Migration Playbook

Files: playbook PDF

  1. Build a detail register. Classify each detail as Keep as-is, Convert, Redraw natively or Retire.
  2. Set line styles, text types and filled region types before converting.
  3. Choose a conversion method with the decision matrix, run a pilot, then QA.

Layer Mapping Workbook

Files: CAD-Layer-to-Revit-Standards-Mapping-Workbook.xlsx

  1. Layer Inventory: one row per CAD layer.
  2. Standards: your exact Revit line style, text type and filled region type names. These feed the dropdowns.
  3. Layer Map: choose Map, Skip or Review and a Revit target for each layer.
  4. Exceptions & QA: bring every count to zero.

The optional Codex Export tab builds the same JSON shape Codex reads. Copy it into a plain-text editor and save it as a .json file. See Create a mapping. The workbook is useful without Codex too.

Detail Library QA Checklist

Files: checklist PDF

  1. Inspect each converted detail against 67 checks in ten sections, from geometry and text to library governance.
  2. Fix each failed check, or log it as an exception.
  3. Record the detail ID, revision, reviewer role, date and result in the sign-off record.

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