Takeoff To The Next Level With Navisworks 2D And 3D Quantification

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Takeoff to the next level with Navisworks 2D and 3D Quantification Jason Dodds – Sanveo, Inc CS9905-L Every building truly does have its price! One of the most time-consuming items during the estimation process is to perform and complete a building takeoff. In this session, we teach you how to use Navisworks Manage 2016 Quantification workflows to help you minimize your time doing quantification. We use 3D models (Autodesk Revit Architecture software) and 2D DWF documents to complete our tasks in this class. You learn to understand the Navisworks Manage 2016 Quantification software interface, the tools in the software, and leave the class feeling ready to tackle the coming quantification challenges. Learning Objectives At the end of this class, you will be able to: Analyze, validate, and export data into XLS format Explain the concepts and processes behind 2D, virtual and model takeoff Use new workflows that Navisworks Manage Quantification provides to develop catalogs for enhancing the quantification process Learn functionality of Navisworks 2016 quantification tools About the Speaker Jason Dodds, coauthor of "Mastering Navisworks 2012 and 2013", is VP, Sales and Marketing. Jason has been actively involved in the construction and technology community for over 20 years. Prior to joining DFourInc, Jason was a Construction Solutions Expert for Autodesk as well as held various positions with Construction companies. During his career, Jason's focus and experience has been with construction, construction administration, MEP, architecture, structures, technology, sales, marketing, and business development. He has been involved in all facets of construction processes and understands what it takes to complete projects on time and under budget. Jason has experience with estimating, coordination, fabrication, scheduling, and project management. Jason is also considered the expert on Autodesk Quantity Takeoff (QTO) and helped pioneer many advancements with the technology. Jason used Navisworks for over 10 years on active construction projects around the world and is considered an industry expert. Jason is also a recognized speaker at international and national events such as the Associated General Contractors (AGC), American Society of Professional Estimators (ASPE), American Association of Cost Engineers (AACE), Revit Technology Conference (RTC), Autodesk University (AU) and BIM Forum, among others. Jason@sanveo.com

Takeoff to the Next Level with Navisworks Quantification Chapter 1: Introduction Quantification Process Overview Quantification Overview Quantification supports integration of three-dimensional (3D) design data. You can combine multiple sources of 3D source files and generate quantity takeoff. Takeoff an entire building information model (BIM) and create synchronized project views that combine information from BIM tools such as Revit and AutoCAD software together with geometry, images, and data from other tools. You can also perform a virtual takeoff for items with no associated model geometry or properties. Your takeoff data can then be exported to Excel for analysis and shared with other project team members in the cloud using Autodesk BIM 360 for optimized collaboration. Quantification can count and measure item quantities associated with these disciplines: Civil (earth, road, drainage) Construction and Architecture (doors, walls, windows) Engineering (structural, mechanical, electrical, plumbing) The available measurements (variables) are: Length Width Thickness Height Perimeter Area Volume Weight Count 2

Takeoff to the Next Level with Navisworks Quantification Exercise 1 – Locate the Quantification Palette 1. Open Autodesk Navisworks Manage or Simulate 2016 and load the Autodesk Hospital Quantification.nwf file 2. Locate the Quantification Tool on the home Tab 3. Open and Pin the Quantification palette at the bottom of the screen 3

Takeoff to the Next Level with Navisworks Quantification Chapter 2: Project Setup Project Setup A project is a collection of files and takeoff items that you use to produce detailed material quantities. When you create a project, you select the catalog content to import, and you specify project settings, such as measurement units. Each file or files you use in Quantification must have an associated project. When you first open a file in Quantification, the Project Setup Wizard is displayed. This is where you specify measurement units and the catalog you want to use for organizing your takeoff data. You can integrate all the common catalogs you use for takeoff before you begin Quantification. Select Catalog This step is used to select one of the predefined options or to import a previously developed custom catalog Select Units Used to select the desired unites Select Takeoff Properties Allow you to select the model properties that will be used in the 3D quantification process. Finish Select finish to complete setting up your project and prepare to perform 2D and 3D quantification. Supported File Types: Quantification supports native and aggregated files from the following applications. AutoCAD Based Products: Architecture, MEP, Civil 3D, Plant 3D Autodesk Inventor Autodesk Revit You can also use non-native DWF files such as PDF, which can be converted to DWF using print driver software. Exercise 2 – Setup a New Project 1. Open Autodesk Navisworks Manage or Simulate 2016 and load the Autodesk Hospital Quantification StartFile.nwf file 2. Make sure the Quantification palette is open and pinned at the bottom of the screen 3. Select the Create Project Button to begin creating your project 4. Select Catalog: Choose None and select Next 4

Takeoff to the Next Level with Navisworks Quantification 5. Select Units: Choose Imperial and select Next 6. Select Takeoff Properties: Review but leave all items as default 7. Ready to Create Database: Select Finish a. Your project has not been setup and is ready for quantification 5

Takeoff to the Next Level with Navisworks Quantification Chapter 3: Understanding the Workbook and Quantification Tools Quantification Workbook The workbook is the key to Navisworks Quantification and where you will perform the majority of your takeoff efforts. Workbook Tools Select o Select Model items that correspond to takeoff items Hide Takeoff o Hides all items that have been takeoff Explore Takeoff o Hides all model items that have not been takeoff and explore taken off items Quantification Appearance o Controls the appearance of the model Item/Resource View o Toggles the Item and Resource view within the Workbook Item/Resource Catalogs o Toggles the Item and Resource Catalogs Model Takeoff o Provides options for performing a model takeoff Virtual Takeoff o Provides options for performing a virtual takeoff Add Viewpoint o Adds or updates a viewpoint and assigns the viewpoint to a specific takeoff 6

Takeoff to the Next Level with Navisworks Quantification Exercise 3 – Explore the Workbook 1. Open Autodesk Navisworks Manage or Simulate 2016 and load the Autodesk Hospital Quantification.nwf file 2. Make sure the Workbook is open and pinned at the bottom 3. Toggle your Resource and Item View of the Workbook 4. Open your Item and Resource Palettes 5. Select Show Takeoff to explore the information that has already been taken off 7

Takeoff to the Next Level with Navisworks Quantification Chapter 4: Creating Items and Resources Item and Resources Items are resources are both needed to make Autodesk Quantification function properly. Items are created to have model objects directly associated with them. Resources are created and then linked to the Items so that additional calculations may be performed from a single takeoff. Item Catalog The Item Catalog is the organizational database for your takeoff. The Item Catalog and Resource Catalog share the same structure, a selection tree, variables pane, and general information. Items in the Item Catalog can be directly associated with a model object, such as a wall or window. Items can exist alone or can contain resources. Resource Catalog The Resource Catalog is a database of your resources for a project. Resources could be related by function and type such as materials, equipment or tools, and may include wallboard, coverings or structural components. Resources are attached to Items. 8

Takeoff to the Next Level with Navisworks Quantification Master Resources Master Resources are your original, baseline Resource values for your project catalog. You can make changes to Master Resources in the Item Catalog. Any changes you make are applied to new Resources only. Exercise 4 – Item & Resource Management 1. Open Autodesk Navisworks Manage or Simulate 2016 and load the Autodesk Hospital Quantification.nwf file 2. Open the Item Catalog and pin it open 3. Browse the item collections exploring the items in the list, the folder structure, and the WBS (work breakdown structure) numbering 4. Select an Item in the catalog and explore the information in the catalog 5. Select the Resource Catalog button to switch to the Resource view 6. Browse the resource collections exploring the resources in the list, the folder structure, and the RBS (resource breakdown structure) numbering 7. Select a Resource in the catalog, and explore the use of formulas to generate additional information from the model elements, such as materials like paint and drywall 8. Close the Item and Resource catalogs or unpin them so they roll up 9

Takeoff to the Next Level with Navisworks Quantification Chapter 5: Formulas and Catalogs Catalogs Catalogs are the overall template structure for using Quantification. Catalogs can be saved and imported into Navisworks. Your catalog data can contain entries such as Items, Resources, and Formulas. There is also the ability to an Excel Catalog Template tool. This allows you to add data to an Excel spread sheet template, and then import the data directly into a Navisworks Quantification Item or Resource catalog. You can then recreate the relationship between your Items and Resources. The Excel Catalog Template can be downloaded from www.Autodesk.com/Navisworks. Formulas Formulas are created in Resources. You are able to add formulas for many measurements or quantity calculations that might exist within the industry. Formulas may consist of a mix of model derived data, such as Model Width or Length*Width*Thickness to create a Volume calculation, or individual calculations such as converting between units. Exercise 5 – Building Formulas 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Append in Autodesk Hospital Structural.nwc into a New file of Navisworks Go through project setup (no catalog) Open and pin Item Catalog Open and pin Resource Catalog Create new group – Structure Create new item – Slab Create a new resource group – Concrete Create a new resource – Concrete 3000 PSI a. Length Formula " ModelLength" Units " Unspecified " b. Width Formula " ModelWidth" Units " Unspecified " c. Thickness Formula " ModelThickness" Units " Unspecified " d. Height Formula " Unspecified " Units "Unspecified" e. Perimeter Formula " Unspecified" Units "Unspecified" f. Area Formula " Length*Width" Units "SquareFeet" g. Volume Formula " (Length*Width*Thickness)*0.03704" Units "CubicYard" h. Weight Formula " Volume*4050" Units "Pound" i. Count Formula " 1" Units "Each" Create a second resource – Formwork a. Length Formula " ModelLength" Units "Feet" b. Width Formula " ModelWidth" Units "Feet" c. Thickness Formula " ModelThickness" Units "Feet" d. Height Formula " Unspecified " Units "Unspecified" e. Perimeter Formula " Unspecified " Units "Unspecified" f. Area Formula " ((ModelWidth ModelLength)*2)*ModelThickness” Units "Square Feet" g. Volume Formula " Area*0.333" Units "Cubic Feet" h. Weight Formula " Area*9" Units "Pound" i. Count Formula " 1" Units "Each" Attach resources to slab using Use Resource dropdown Complete takeoff of the one of the Pile Caps a. Select the Slab in the Quantification workbook b. Then select one of the pile caps, right-click and select Takeoff to: Slab 10

Takeoff to the Next Level with Navisworks Quantification Chapter 6: Model and Virtual Takeoff Model Takeoff Model Takeoff allows you to quantify your models form properties or selections directly in the model or Navisworks Canvas. To carry out model takeoff, objects must be a group, layer or model. If you try to takeoff a model object that is an instance, or if the object does not contain a GUID or properties, an error message is displayed. Ensure your workbook is in Item view before performing takeoff. Virtual Takeoff Virtual takeoff can be carried out when you want to add takeoff objects that are not linked to a model object or item, for example: Where an object has geometry, but has no properties Where an object does not have geometry, and has no properties This could be the case if you did not save the properties from the original design application with your file, or that the object you want to takeoff does not exist in the model. In both cases, you can associate a viewpoint with the virtual takeoff object so you can navigate your way back to it during the takeoff process. Once your virtual object is taken off, you can begin to add properties by using formulas, which provides quantities for the object. Exercise 6 – Model Based Quantification 1. Open Autodesk Navisworks Manage or Simulate 2016 and load the Autodesk Hospital Quantification.nwf file 2. Activate the Viewpoint Structure 3. Orbit the view so the pile foundations are in view 4. Open the Sets pallet and pin it open 5. Select the Quantification button from the Home Ribbon to open the Quantification Workbook, if it isn’t open already 11

Takeoff to the Next Level with Navisworks Quantification 6. Pin it open 7. Browse the Item collections: Substructure Foundations Wall Foundations and select the item Continuous Footing 8. Select the Set Continuous Footings from the Sets pallet, and Drag and Drop it to the Continuous Footing collection in the items section of the Quantification Workbook 9. Note the quantification that has been done in the workbook 10. Browse the Item collections: Substructure Foundations Standard Foundations and select the item Pile Caps 11. In the model, select one of the Pile Caps, and from the Home Ribbon, use the Select Same button to select all the Same Type 12

Takeoff to the Next Level with Navisworks Quantification 12. Right click on one of the Highlighted pile caps, and select Quantification Takeoff to: Pile Caps 13. Note the quantification that has been done in the workbook 14. In the Quantification Workbook, under the detailed list of quantities for Pile Caps, select one of the Object hyperlinks for a Pile Cap to highlight it in the model 15. Select the Hide Takeoff button on the toolbar in the Quantification Workbook to toggle off the display of the model elements that have been taken off 13

Takeoff to the Next Level with Navisworks Quantification 16. Select the Explore Takeoff button on the toolbar in the Quantification Workbook to toggle the display of just the model elements that have been taken off 17. Activate the saved Viewpoint Missing Doors 18. Browse the Item collections: Interiors Interior Construction Interior Doors Standard Interior Doors and select the Wood Door - Single item 19. Select the Virtual Takeoff Drop down button and select Create In Selected Catalog Item 20. Activate the Review Ribbon, and select Draw Ellipse 21. Draw an Ellipse on the office wall to the left side of the view to denote where a door should be 22. Select the Text button, and pick a point inside the Ellipse to write “Missing Door” 14

Takeoff to the Next Level with Navisworks Quantification 23. Walk or Zoom down the corridor and repeat for at least two more offices 24. In the Quantification Workbook, under the detailed list of quantities for Wood Door - Single, select one of the Virtual Takeoffs you just created, and select the Viewport Camera icon to jump back to its view 15

Takeoff to the Next Level with Navisworks Quantification Chapter 7: 2D Takeoff 2D Quantification 2D Takeoff allows you to measure lines, areas and counts on a 2D sheet that has been imported into your project. 2D Takeoff supports native and scanned DWF files. Non-native DWFs files such as PDF can easily be converted to DWF using print driver software for use in 2D Takeoff. The 2D Takeoff tools will only show up when a 2D sheet is selected in the Navisworks canvas. 2D Takeoff Tools 2D Tools Tool Name Select 2D Tools Tool Description Select a 2D Takeoff Markup on the sheet Polyline Use to draw a single line, or build up multiple line segments to make a linear polygon. Rectangle Polyline Drag a rectangle or square on the worksheet. Quick Line Select existing geometry in the model and use to create linear takeoffs such as walls or perimeters of a room. When selected, a popup menu appears from which you can select a geometry to highlight on the sheet (see options below). Area Record area measurements by tracing linear geometry. For more information, see Creating an Area Markup. Rectangle Area Record area measurements by dragging a rectangle or square on the worksheet. Backout Use to exclude a polygonal area of geometry from an existing area takeoff. Tool Name Tool Description Rectangle Backout Use to exclude a rectangular area of geometry from an existing area takeoff. Bucket Fill This tool will find closed areas that intersect the line you draw on the sheet. 16

Takeoff to the Next Level with Navisworks Quantification Quick Box Drag a box over existing geometries and use to create a linear or area takeoff. Add Vertex Add a vertex to existing geometry by clicking on a line segment. Erase Delete linear, area or count takeoffs. Count Use to make a count of the number of objects on a worksheet, for example, the number of doors. Filter Markup Display only selected items and their associated takeoff geometries on the 2D worksheet. All unselected items and takeoffs are hidden. Cleanup Removes background images and annotations from a 2D worksheet to assist visibility in complex worksheets Project Browser The Project Browser allows you to import 2D DWF sheets into your model. These sheets are used to perform 2D take and to toggle between 2D sheets and the 3D model. Exercise 7 – 2D Quantification 1. Open Autodesk Navisworks Manage or Simulate 2016 and load the Autodesk Hospital Quantification.nwf file 2. Open the Project Browser and select Import Sheets & Models 3. Import in Autodesk Hospital Architectural.dwf. Once imported double click on the file to open the 2D sheet for the fourth floor of the hospital. 4. Zoom in to the group of offices in the middle of the sheet 17

Takeoff to the Next Level with Navisworks Quantification 5. Make sure your Quantification Workbook is open and pin to the bottom as needed 6. Locate and select the Interior Construction, Standard Partition in the Interiors group of the catalog 7. Using the Polyline takeoff tool, complete a linear takeoff of all the walls in the view. 8. Select one of the walls that were just taken off, right click and pick Select Corresponding Takeoff Item. Notice how it selects the object in the quantification workbook where you can review the length of the item 9. Locate and select Interior Doors HM - Single in the Interiors group of the catalog 10. Using the Count tool, complete a count takeoff of 4 or more single doors 11. Open the Item Catalog and locate the HM – Single Door. Change the color of the takeoff symbol to green 12. Locate and select Interior Finishes, Floor Finishes in the Interiors group of the catalog 13. Use the Area tool to complete a takeoff of the 5 rooms 14. Use the Add Vertex tool to add 4 additional vertices around the column. Then move the grips around the column 15. On the other side of the column, use the Backout tool to remove the area takeoff over the column. Notice how the Backout remains as a separate entity and can be changed or removed as needed 16. Review your quantities in your workbook 18

Takeoff to the Next Level with Navisworks Quantification Chapter 8: Taking Off with Sets Sets Defined Sets provide a powerful way to organize your objects inside a of model and can greatly speed and enhance the Quantification process. Search sets can be used from project to project as an import/export. Selection and Search Sets Selection sets are static groups of items, and are useful for saving a group of objects that you want to regularly perform some action on, such as hiding them, changing transparency and so on. They simply store a group of items for later retrieval. There is no intelligence behind this set - if the model changes at all, the same items are selected (assuming they are still available in the model) when recalling the selection set. Search sets are dynamic groups of items, and work in a similar way to selection sets, except that they save search criteria instead of the results of a selection, so that you can re-run the search at a later date as and when the model changes. Search sets are much more powerful and can save you time, especially if your CAD files are continuing to be updated and revised. It is also possible to export search sets, and share them with other users. Taking Off with Sets Once created, sets can be used to not only organize your model but used to quickly quantify groups of defined objects into the catalog. There are two methods for taking off with sets. First you can select the set from the Sets palette then locate the object in the Workbook, and complete your takeoff. Second your able to simply drag and drop you’re your set into the desired location in the workbook. Exercise 8 – Taking Off with Sets 1. Open Autodesk Navisworks Manage or Simulate 2016 and load the Autodesk Hospital Quantification.nwf file 2. Create a Search set for all doors in the model by using Find items with the following parameters a. Item b. Type c. (equals) d. Walls: Basic Wall: Interior – 4 7/8” Partition 19

Takeoff to the Next Level with Navisworks Quantification 3. 4. 5. 6. 7. 8. 9. Save the search set in sets as Interior Walls Locate 1 HR Partition in Interiors Interior Construction Partitions Fixed Partitions Select the 1 HR Partition Make sure your walls are selected from the set you created Right-click on the 1 HR Partition and select Takeoff Selected Model Items Next undo (CTRL-Z) your take and use a secondary method for using sets Grab your set from the Sets Palette. Drag and drop the Walls to the 1 HR Partition to complete a takeoff using the drag and drop method 10. Select an takeoff additional objects using sets a. Create 2 additional sets and take them off to a proper corresponding location in the Workbook 20

Takeoff to the Next Level with Navisworks Quantification Chapter 9: Exporting to Excel Importing and Exporting Being able to create catalogs, export (and share) catalog information is critical to successfully implementing and utilizing Quantification in Navisworks. The drop down located at the end of the Workbook allows you to import and exports catalogs as well as exports quantities to Excel. There are two options for exporting your catalogs to Excel. First you can select to export all of the quantities of the takeoff using Export Quantities to Excel. Alternatively you can select individual Items from the workbook and select Export Selected Quantities to Excel to export only the selected items. Exercise 9 – Exporting to Excel 1. 2. 3. 4. 5. 6. Continue using the file you have been using to complete model and 2D takeoff Select the Export drop down button from the Quantification Workbook toolbar Choose Export Quantities To Excel Choose a save name and location and select Save when prompted When prompted to open the file, select Yes Browse the various tabs of the Excel file to explore Items, Resources and the raw data 7. Using the control key, select Standard Partition, HM – Single Door, and Floor Finishes from the Quantification Workbook. 8. Locate the Import/Export menu in the Quantification Workbook and select Export Selected Quantities to Excel. 9. Review your exported quantities in Excel 21

Takeoff to the Next Level with Navisworks Quantification Chapter 10: Change Analysis Change Analysis Change Analysis enables you to compare changes to properties between model versions. You can then review the changes to decide whether to give approval. If you make changes to your takeoff data in a project, you receive status notifications in Quantification that highlight what has been changed and what type of change has been made. Status Notification When an item or group is changed, a warning flag appears in the Navigation pane and a green or blue triangle appears in the cell. The overridden formula also appears in bold in the Item Catalog. Once Change Analysis is carried out, the following notifications appear in the Status column of the Quantification workbook. Exercise 10 – Change Analysis 1. In Autodesk Revit or Autodesk Revit Architecture, open Autodesk Hospital Architecture.rvt from the Quantification dataset folder 2. Activate the Demonstration Views 3D views 3D Architectural 3D Floor view 3. Select one of the interiors wood doors, right-click and choose Select all instances Visible in view. From the properties pallet, change the type from the existing 3’-0” X 6’8” door to the 3’-0” x 7’-0” door. 4. Zoom to an area of the model where the is a partition that can be easily deleted, and delete it 5. Export the current view to NWC; make sure to overwrite the existing Autodesk Hospital Architectural Level 3.nwc file in the Quantification dataset folder. 6. Switch back to Autodesk Navisworks or Simulate. 22

Takeoff to the Next Level with Navisworks Quantification 7. Activate the saved viewpoint Level 3 8. Browse the Item collections: Interiors Interior Construction Interior Doors Standard Interior Doors and select the Wood Door - Single item to explore the existing quantifications 9. Refresh the models loaded in Navisworks 10. When the refresh is complete, select the Change Analysis drop down button in the Quantification Workbook, and choose Analyze Changes 11. When the analysis is complete, explore the different icons that appear for the items that have changed 12. Explore the Model Height parameter in the takeoff detail item list and display the tooltip with the changes and differences 13. From the Item list window in the Quantification workbook, right-click on the Wood Door – Single collection and choose Select all Takeoff Items 23

Takeoff to the Next Level with Navisworks Quantification 14. Select the Update drop down window, select Update Selected From Model 15. Display the new values that have changed for the takeoff items 24

Takeoff to the Next Level with Navisworks Quantification 3 Exercise 1 - Locate the Quantification Palette 1. Open Autodesk Navisworks Manage or Simulate 2016 and load the Autodesk Hospital_Quantification.nwf file 2. Locate the Quantification Tool on the home Tab 3. Open and Pin the Quantification palette at the bottom of the screen

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