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CAD and BIM: Workflow for Areas in Facilities Management

via LinkedIn Learning


Learn how to develop area plans from CAD models using Revit.

Revit offers a workflow that’s uniquely suited to facilities management, particularly room and area design. Creating an area plan can help you understand the available square footage and the relationships between spaces in your building. Designers can break down areas in different ways, for example, isolating the areas used by a particular team. In this course, you can learn how to create area plans and schedules from CAD models using Revit. Discover how to create the basic plan, tag areas, and work with gross and rentable areas. Instructor Shaun Bryant also shows how to generate legends to display areas on documentation and create area schedules.


  • The CAD and BIM workflow for areas in FM
  • What you should know before watching this course
  • Using the exercise files
  • Using RVT files and version compatibility
1. Exploring Areas in Revit
  • Exploring the Room & Area panel on the Revit ribbon
  • Working with a project with defined areas
  • Area properties: Identity data
  • Area number
  • Area name
  • Area square footage
2. Creating an Area Plan
  • Creating an area plan and setting the level
  • Setting area boundaries
  • Generating area tags
  • Creating a new area tag family
3. Adding New Areas to the Area Plan
  • Adding areas to the area plan
  • Tagging new areas in the area plan
4. Working with Area Tags
  • Editing area tags
  • Editing area numbers
5. Working with Gross and Rentable Area
  • Showing both areas; gross and rentable area
  • Changing area plan names to suit FM workflow
6. Generate Area Legends in the Area Plan
  • Creating a new color fill legend for areas
  • Editing the color fill schema to highlight area numbers
  • Editing the color fill schema to highlight area names
7. Creating Area Schedules
  • Creating a new area schedule
  • Adding area information to the schedule
  • Adding the schedule to a sheet
  • Next steps

Taught by

Shaun Bryant

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