The following topics will be described in this article:
After installing the plugin, open a Revit model and click on the Catenda button in the Add-Ins.
Login with your email address and Catenda Hub password.
Click on “Allow access” to allow the Revit add-in to access your Catenda Hub account. This will open the main view of the Catenda Hub add-in.
You can remove the access to your Catenda Hub account at any time by going to your Catenda Hub application page and click on “Revoke access” near “Revit plugin for Catenda Hub”.
In this page, you will find the main menu to navigate in your Catenda Hub project, issue boards and issues.
Select your Catenda Hub project
Select an issue board in this project
Create a new issue in the currently selected issue board
Sort currently displayed issues
Open the Catenda Hub add-in menu
Search and filter the displayed issues
The list of currently filtered issues in the issue board
Project and issue board selection
Selecting a Catenda Hub project will display the list of issue board in this project, allowing you to selected one to display the corresponding issues. It will also save the Catenda Hub project and issue board in your Revit model and open them automatically the next time you open this model.
Bimsymc Add-in Menu
In the issue list, you will find all the main information about an issue:
The title of the issue
Its status (Open, Closed, …), its type (Info, Error, …) and its labels
The member requesting the issue
The member the issue is assigned to
The due date of the issue
When the issue was last updated. You can hover over the date to display the full date and time of update.
The number of comments in the issue
The image of the first comment in the issue
Catenda Hub issue number
You can click on any issue to go to the issue detail page.
You can sort the displayed issues to bring he most relevant to you first.
Bring the most recently created issue first
Bring the oldest issue first
Bring the most recently updated issue first. Updating an issue can involve changing any of this properties, title, comments, …
Bring the least recently updated issue first
Bring the most recent due date first
Bring the oldest due date first
Using the filter bar, you can combine any type of filter to display only the most relevant issues.
Current filters are displayed as small chips in the filter bar. Here, only issues with the “Open” status are displayed. Click in the filter bar to display all availlable filters (1).
On the left (2) is the name of the filter, every filter belong to a type displayed on the right (3).
Available filters types includes:
Requested By: Get all issues requested by a given user
Assigned To: Get all issues assigned to a given user
Due Date: Get all overdue issues or issue due in less than a month, two week, a week or a day
Status: Get all issues of a given status (Open, Closed, …)
Type: Get all issues of a given type (Error, Warning, Info, …)
Label: Get all issues with a given label
My issues: Get all issues assigned or requested by yourself
You can search for these filters by typing text in the filter bar (1). You can also use this to create a text filter to search for a specific text in the issue title or description (2).
In this view, you can review and edit a specific issue.
Go back to the Issue List
Refresh the content of this issue
Navigate between issues
Set the issue status (Open, Closed, …)
Set the issue type (Error, Warning, Info, …)
Set the due date of the issue
Set the member assigned to the issue. You can assign an issue to an individual user or a team.
Set the member requesting this issue. You can set an individual user or a team.
Edit the issue labels
The list of comments in the issue
You can edit any property of the issue: Status, type, assignee, requester, due date, labels. Every menu will display a list of available properties. However, you cannot create a new status, type or label directly in the plugin, you will have to use the web interface of Catenda Hub to do that.
You can click on the title to edit it:
You can click on the pen icon to edit the description:
You can also type text in the label bar to filter down the list of filters:
All comments are displayed below the issue. A comment can contains text, a picture, a snapshot from your Revit current view or a viewpoint.
The author of the comment
When the comment was created. You can hover over the date to display the full date and time of update.
The zoom button
The image associated with the comment
The text of the comment
If the comment contains a viewpoint, you can zoom to this viewpoint. Zoom in will create a new 3D view in your Revit model focused on the same viewpoint.
For the viewpoint to be relevant, you must have opened the same model than the one where the comment was created. The plugin assumed that Shared Coordinates where used while exporting the model to IFC.
If the viewpoint has been created from a perspective view, the new 3D view will have its projection mode set to “Perspective”. Otherwise, the projection mode will be “Orthographic”.
The add-in will create only one perspective view and one orthographic view. After having created them, it will reuse them for any subsequent use of the zoom function. You can change that in the settings menu. You can also use the settings menu to change the name of these view.
If the issue contains related elements, the add-in will select them in Revit when you zoom to a viewpoint.
For this function to work, you Revit model must have been exported to IFC with the “Store the IFC GUID in an element parameter after export”. This add the IFCGuid parameter on every object, allowing the plugin to select the related elements.
You can add comments to an issue by writing in the text box and clicking on Submit.
You can also add a picture from your computer by clicking on the “Plus” button. You can annotate this picture by clicking on the preview image after selecting it.
Add 3D snapshot
You can also add your current Revit view as a viewpoint and a snapshot attached to your comment. Just like any picture, you can annotate the snapshot by clicking on the preview image.
If the IFCGUID parameter is present, selected elements in Revit will be added to your issue as related elements.
Upload to Catenda Hub
You can upload your current Revit model directly to Catenda Hub as an IFC file.
After opening the upload page:
Select the Catenda Hub model where you will be creating a new revision
Type in a comment associated with the upload
Select an IFC configuration. A new configuration can be created in the IFC export menu in Revit. You can also select the <Catenda setup> for an easy to use configuration well suited to Catenda Hub.
Click on Upload
selectedConfig.Name = "<Catenda Setup>"; selectedConfig.IFCVersion = IFCVersion.IFC2x3CV2; selectedConfig.SpaceBoundaries = 1; selectedConfig.ActivePhaseId = ElementId.InvalidElementId; selectedConfig.ExportBaseQuantities = true; selectedConfig.SplitWallsAndColumns = false; selectedConfig.VisibleElementsOfCurrentView = false; selectedConfig.Use2DRoomBoundaryForVolume = false; selectedConfig.UseFamilyAndTypeNameForReference = true; selectedConfig.ExportInternalRevitPropertySets = true; selectedConfig.ExportIFCCommonPropertySets = true; selectedConfig.Export2DElements = false; selectedConfig.ExportPartsAsBuildingElements = true; selectedConfig.ExportBoundingBox = false; selectedConfig.ExportSolidModelRep = false; selectedConfig.ExportSchedulesAsPsets = false; selectedConfig.ExportUserDefinedPsets = false; selectedConfig.ExportUserDefinedPsetsFileName = ""; selectedConfig.ExportLinkedFiles = false; selectedConfig.IncludeSiteElevation = true; selectedConfig.UseActiveViewGeometry = false; selectedConfig.ExportSpecificSchedules = false; selectedConfig.TessellationLevelOfDetail = 0; selectedConfig.StoreIFCGUID = true; selectedConfig.ExportRoomsInView = true;
The settings page allows you to change how the plugin will create 3D view when using the Zoom function.
Keep the 3D view orthographic. This option will force the Revit 3D view to be orthographic even if the corresponding viewpoint has been created with a perspective view.
Create a new view for every issue. Instead of reusing the same 3D view each time you use the Zoom function, this option will create a new 3D view for every issue each time you use the zoom function.
3D view name suffix. This text will be added to the name of the 3D view created when using the Zoom function.