Project Setup and Management
Project setup
Project setup covers the skeleton of a Revit project. Candidates must understand project templates, levels and grids, project base point and survey point, project units, and worksharing. Know how to create levels and grids and how they propagate to views.
Coordinates and units
Understand the difference between the project base point and the survey point, and how shared coordinates align models. Know how to acquire or publish coordinates. Expect questions on project units and how they affect dimensions and schedules.
Worksharing
Know central and local models, worksets, element borrowing, and synchronize with central. Understand that worksets control visibility and ownership, and that you should synchronize regularly.
Traps to watch
A frequent trap is confusing the project base point with the survey point; moving one does not always move the other. Another is assuming levels created in a section appear everywhere; they appear in views where visible. Watch questions on worksets: creating a workset does not automatically place elements in it. Also expect questions on template content: a template carries families, view templates, and settings, not project-specific geometry.
Worked rule of thumb
Set coordinates before modeling. Rule: establish survey point and project base point, then link and acquire coordinates, then model. If models misalign, check shared coordinates first.