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Export (Send) to Revit® - parameters only (yellow checkmarks)


Steps to export

Before we begin, there’s a common misconception that everyone must be out of the model to use this feature. This is no longer required.

That said, if multiple users are actively working in the model, it can be helpful to run the export when fewer people are logged in. If someone syncs while you are exporting, you may need to redo the process because your model will become out of date.

Exporting is much faster than analyzing, so we recommend trying it, even if others are working.

Psst!

Are you here because you tried this already, but you're not sure if it worked?
Steps 10 and 14 are the most common places for errors. You may want to start there.


1. Open your project in Revit

If you have linked models, you will need to repeat this process for each one. We recommend only opening one file at a time.


2. Launch

In the Revit ribbon:

  • Select the Openings Studio tab
  • Click Import

Revit ribbon import


3. Import Data

Click OK to launch Openings Studio.

Import Data message


4. Login 

Openings Studio will:

  • Launch
  • Check for updates
  • Prompt you to log in

Login screen


5. Open the project

5a. Locate

Openings Studio will try to locate and open the project for you.

5b. Unable to locate automatically

You may need to manually find the project if you receive this message:

Project not located error

5c. Manually locating

  • If you see the project on the Home screen, you can:
    • Expand it (1)
    • Click on Openings (2).  
  • Alternatively (A), you may use Find Project to locate it.
    • This is more common with a new install or a new user.

Home screen projects


6. The Openings screen

The Openings screen will display.  

  • Look at the Door & Frame Schedule (1) 
  • Hover over the Up Arrow icon (2)
  • Select Export to Revit (3)

Openings screen


7. Export Wizard - Opening Selections

Confirm that all openings are selected with a yellow check mark.  

  • Yellow checks = parameters only
    • This is the most common and fastest choice.
  • If you have linked models with doors, you will see a dropdown menu to pick the model you have open.
    • On large projects, using this dropdown will save you some time.

Click Next to continue.

Opening Selections tab


8. Export Options

8a. Select Parameters - most important step

Click Select Parameters to verify or choose which parameters to send to Revit.
If you have previously exported this project, your selections will be remembered.

  • We recommend:
    • Project -> AAOS HW Set
      • Appears in Revit as AAOS Project HW Set
        • Best for single model projects and door schedule placement only.
    • Shared -> AAOS HW Set
      • Appears in Revit as AAOS Shared HW Set
        • Best for linked model projects and tagging hardware sets on the floor plan.
           
  • Only select what you need, not everything.
    • Selecting everything will add many parameters to your model, which is not advised. 

To learn more about mapping AAOS parameters to Revit Instance parameters, click here.

Export Options

8b. Parameter Options Reminder

If Select Parameters is not opened before clicking Next, a confirmation window will appear. Click Accept if correct.

approve

8c. Create Elevation Sheets

  • We will skip this feature as it is mostly retired.

8d. Create Revit Door Schedule

Do you already have a door schedule in Revit?  If yes, we recommend skipping this checkbox.

  • It's great for small projects or test runs when learning about Openings Studio.

8e. Create Hardware Set Sheet

This will generate a sheet in Revit of text containing all the hardware sets in the project.

  • You will likely need to modify it to match your firm standards.

 

Click Next to continue.


9. Export to Revit

Read the terms and if you agree, check the box.

Then click Export.

Export to Revit tab


10. Export

10a. Save

The Openings Studio project will save and then export all the information you selected for Revit.

Saving openings messageExporting project openings

 

10b. Export complete (if applicable)

Openings Studio will check if the project is open in Revit. If it cannot find it, you will receive this message:

Export complete message

 

10c. Kickstart the Import 

Click the Import icon the Openings Studio toolbar in Revit.

Revit ribbon import


11. Import

The import process will start in Revit. Even if you did not export families, you will see some text about families.

  • The progress bar should move fairly quickly.
  • You may receive a message about door(s) being checked out. If you continue, it will skip any doors that are checked out by someone else and display them at the end.
  • If you receive a message that your model is out of date, you may need to run the export again after re-syncing.

Updating family parameters


12. Success message

Note: Do not stop after this section. Step 14 is important and frequently missed.

You will receive a completion message every time the import is complete:

Import Complete


13. Update Log

If there were any doors that could not be updated, they will appear in the update log. Common reasons doors cannot be updated:

  1. Part of a linked model
  2. Deleted since the project was analyzed
  3. Checked out by someone else

Update Log


14. Revit Schedule

Open the door schedule in Revit

  • Click Edit next to the Fields option in the Properties
  • Select AAOS parameter(s) under Available Fields.
  • Click the Add button to move the AAOS parameter to the Scheduled Fields.
    • You are free to move and match the existing schedule format.
  • Click OK to update the door schedule.
  • Repeat as needed for other schedules.

One last step and you're done. Review for any missing or incorrect information. If something appears wrong, reach out to your specification representative with questions.

door schedule in Revit

 

Related Links

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