Revit Tip: Standardize Revit Revision Workflow

Keep design iterations clean, auditable, and publish-ready by leveraging Revit’s revision tracking instead of ad‑hoc notes or manual deltas.

• Set up sequences first:
  • Open Manage → Sheet Issues/Revisions and define sequences for SD, DD, CD, ASI, PR, Bulletin, Addendum, etc.
  • Choose Numbering: Per Project for global deltas or Per Sheet for sheet-specific sequences.
  • Use Alphanumeric numbering when your practice needs ASI‑01, PR‑02, etc., instead of 1, 2, 3.
  • Populate Description, Issued To, Issued By, and Date consistently; treat this dialog as your single source of truth.
  • After publishing a package, mark the sequence as Issued to lock it and prevent accidental edits.
• Build a smart title block:
  • Insert a Revision Schedule in the title block family showing Number, Date, Description, Issued By/To.
  • Add “Current Revision” and “Current Revision Date” labels if you need a prominent current delta callout on each sheet.
  • Standardize fonts, lineweights, and spacing so revision logs read clearly at print scale.
• Place and manage revision clouds:
  • Use the Revision Cloud tool and set the active Revision to the correct sequence before sketching.
  • Create a dedicated Revision Cloud type with an appropriate arc length and lineweight for legibility.
  • Tag by Category to place delta bubbles (numbers update automatically with the sequence).
• Control visibility over time:
  • For each sequence, set Show to Cloud and Tag (during review), Tag (after issue), or None (for internal “working” iterations).
  • Use “Revisions on Sheet” to list only the sequences applied to each sheet—keep logs relevant and concise.
• QA/QC and packaging:
  • Create a Sheet List with Current Revision, Revisions on Sheet, and Date to verify coverage before publishing.
  • Avoid deleting past revisions; preserve history and simply change Show to Tag or None when appropriate.
  • Filter your Sheet List by Current Revision (e.g., “ASI‑03”) to quickly assemble print or PDF sets for the issue.
• Best practices that scale:
  • Document naming conventions for sequences and descriptions in your BIM Execution Plan.
  • Save sequences, title block schedules, and cloud types into your office template to prevent per‑project reinvention.
  • Train your team to avoid manual text deltas and manual renumbering—let the system drive the numbers.

A disciplined revision workflow reduces rework, clarifies scope for consultants and contractors, and creates an auditable trail for every change. If you need help standardizing your environment or upgrading your Revit toolset, connect with NOVEDGE for licensing, guidance, and add‑on recommendations: NOVEDGE. For teams building robust templates and title blocks, partnering with experts via NOVEDGE speeds adoption and consistency across projects.