Often times I am asked about the process for using Item Assignment in QTO. So to help add a little clarification to the question I created this quick post complete with exercise that you can try on your own.
Updating Revit Models
When using Revit Models for the first time you go through and use the “Assign to Item” feature to move items from the Revit model into the catalog.
Using this feature opens another dialog box where you can select a place in the catalog to place the item in the catalog.
One of the added benefits is that when you move items from the Revit model into the catalog using this process using this is that is creates an Assignment Link between the model and the catalog. This is denoted by the link symbol shown below (you may have to scroll all the way to right to find the Assigned category).
Once you begin liking items to your catalog, the next time you bring in a new Revit model they will assign themselves to their respective places in the catalog for you (perform a model takeoff to help with assigning your items).
Exercise (short version)
- Open the exercise files (download files here)
- Create a new QTO file by importing the 2D and 3D DWF files
- Make sure to add the Catalog when you are importing your new files
- (make sure save Options file is turned on when)
- Use Model Takeoff to take off your items
- If you takeoff by Items from the Model palette the Assign link will not work properly
- Assign a few of the items to the Catalog
- Verify that the Assignment Link shows up (located all the way to the right)
- Save and close the file
- Begin the process again by creating a new QTO file with the 2D and 3D DWF files as well as the catalog
- Perform another Model Takeoff. The previously assigned items should move their respective Catalog Assignments
- You can check Edit > Preferences > Assignment to view what items have been assigned
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