How to use Revit Revisions (With Optional Cloud Tags)

The Revisions tool helps you track changes to a view and use cloud-shaped tags to show their location and number. This process adds data to tables in title blocks (sheets).

In this 4-step tutorial, you will learn how to create and manage revisions with and without cloud tags.

Step 1 – Add Revisions

1. Go to the View tab > Sheet Composition panel > click Revisions.
2. In the Sheet Issue/Revisions window, click Add.
3. Change the properties of the new entry > click OK.

4. Within a sheet viewport, go to the Properties palette.
5. Next to “Revisions on Sheet” field, Click “Edit…” > Tick sequences.
6. Click OK.

Filter

To change the revision number:

1. In the Sheet Issues/Revisions window, click “Numbering…”.
2. Click the New Numbering Sequence icon to create a filtered order.
3. Select Numeric or Alphanumeric as the type.
4. Assign a preferred order to your new sequence.
5. Click OK.

Use the drop-down lists below the Numbering field to filter a group of sequences.

Insert to Sheets

To insert the Revision Schedule parameter on a title block: open the viewport of the sheet, drop-down Views (all) then Schedules > Click and grab the parameter into the sheet.

✨ Tip: To add more fields and change other settings of the table, click on the parameter within the Project Browser, go to the Properties palette > under Other, click the “Edit…” box next to any of the parameters.

To manage revisions without cloud annotations, skip to step 4.

Step 2 – Add Cloud Tag

1. Go to the Annotate tab > Detail panel > click Revision Cloud.
2. Go to the Properties palette > Identity Data > Select a sequence.
3. Sketch the annotation over an issue in the view-port.
4. Click Finish Edit Mode.

Change Color

1. Right-click on the cloud > Select Override Graphics in View > By Element.
2. Under the Project Line panel, click on the Color prompt box.
3. Select a color > click OK.

✨ Tip: Press the CTRL key while selecting the cloud and its tag to change the color of both elements. Read more about keyboard shortcuts.

Edit Style of All Clouds

1. Go to Manage tab > Setting panel > click Object Styles.
2. Open Annotation Object tab > Scroll down to find Revision Clouds.
3. Change the properties of the category and then click OK.

Step 3 – Add Number Tag

1. Go to the Annotate tab > Tag panel > click Tag by Category.
2. Hover over a cloud to control tag placement > click to insert the tag.

✨ Tip: If the “No Tag Loaded” error occurs, click Yes > browse to the location C:\ProgramData\Autodesk\RVT 20XX\Libraries\English\US\Annotations > Scroll down to find and select M_Revision Tag.rfa > click Open.

Step 4 – Set to Issued

After you have performed actions based on a description, reopen the Sheet Issues/Revisions window to mark the sequence as Issued, and then click OK.

Revisions are greyed out when issued, associated information and clouds become read-only.

Improve your workflow and model coordination by adding useful hints and tasks in sheets. Clouds and tags are more efficient with large and detailed views. Adjust the numbering option to filter Revit revisions in schedules. After revising, mark the sequence as issued.