How to use Revit Revisions (with Optional Cloud Tags)

Revisions are an integral part of any architectural or engineering project. They allow teams to track changes, communicate updates, and ensure that everyone is working with the most current information. In Autodesk Revit, the Revisions tool is a powerful feature that helps you manage revisions efficiently.

This guide will walk you through the process of creating, managing, and tracking revisions in Revit, with and without cloud tags.

What Are Revisions?

Revisions are crucial for maintaining accuracy and consistency in a project. They ensure that all team members are aware of updates and can incorporate them into their work. Properly managed revisions also help avoid costly errors and miscommunications during construction.

Revit’s Revisions tool provides a systematic way to track and document changes. It allows you to:

• Create and manage revision sequences.
• Add revision clouds to highlight changes in views.
• Insert revision tags to identify specific changes.
• Generate revision schedules for title blocks.

Step 1 – Create new revisions

To create a new revision:

1. Go to the View tab > Sheet Composition panel > click Revisions.
2. In the Sheet Issue/Revisions window, click Add to create a new revision.

Configuring Revisions

Once you’ve added a revision, you can configure its properties:

• Revision Number: Assign a unique identifier (numeric or alphanumeric).
• Description: Add a brief description of the change.
• Date: Specify the date the revision was made.
• Issued To/By: Record who issued the revision and who it was issued to.

Assigning Revisions to Sheets

After creating a revision, you need to assign it to the appropriate sheets:

1. Within a sheet viewport, go to the Properties palette.
2. Next to the “Revisions on Sheet” field, click Edit….
3. Tick the sequences you want to include on the sheet.

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.

Step 2 – Insert revision schedule

A revision schedule is a table that lists all revisions associated with a sheet. It is typically placed in the title block and provides a quick reference for anyone reviewing the drawings.

To insert a revision schedule:

1. In the Project Browser, open a sheet.
2. Drop-down Views (all) > Schedules.
3. Left-click and drag the revision schedule to place it on the sheet.

Customizing Revision Schedule Fields

You can customize the fields displayed in the revision schedule:

1. Click on the parameter within the Project Browser.
2. Go to the Properties palette > Other.
3. Click the Edit box next to any of the parameters.
4. Add or remove fields as needed.

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

Step 3 – Add cloud tag

Revision clouds are graphical annotations that highlight areas of a drawing where changes have been made. They typically look like clouds and are accompanied by revision tags.

Draw Revision Clouds in Views

1. Go to the Annotate tab > Detail panel > click Revision Cloud.
2. In the Properties palette, select a revision sequence.
3. Sketch the cloud over the area where changes have been made.
4. Click Finish Edit Mode to complete the cloud.

Customize Cloud Appearance

You can change the color and style of revision clouds:

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 and 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 All Clouds

To standardize the appearance of all revision 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 4 – Add Revision tags

Revision tags are labels that identify the revision associated with a cloud. They typically include the revision number or letter.

To add a revision 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.

Troubleshooting Tag Issues

✨ 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 5 – Manage revisions

Once a revision has been completed and documented, mark it as issued:

1. Open the Sheet Issues/Revisions window.
2. Mark the sequence as issued > click OK.

Filtering and Organizing Revisions

Use the drop-down lists below the Numbering field to filter and organize revisions. This is particularly useful for large projects with multiple revisions.

Best Practices for Revision Management

Consistency: Use a consistent naming and numbering system.

Documentation: Always include a description and date for each revision.

Communication: Ensure all team members are aware of issued revisions.

Recap of Key Takeaways

• Revisions are essential for tracking changes and maintaining project accuracy.
• Revit’s Revisions tool provides a comprehensive way to manage revisions, including clouds, tags, and schedules.
• Properly managed revisions enhance collaboration and reduce errors.
• Clouds and tags are more efficient with large and detailed views.
• Revisions are greyed out when issued, associated information and clouds become read-only.
• After revising, mark the sequence as issued.
• Improve your workflow and model coordination by adding useful hints and tasks in sheets.

By clearly documenting changes, Revit revisions ensure that all team members are on the same page. This leads to fewer misunderstandings.

Mohamed Fakhry

Mohamed Fakhry has helped thousands of architects and designers find their next project with step-by-step guidance on his blog, mashyo.com. About Mohamed

His journey began during his university years when he recognized the need for information-rich 3D models to accelerate learning and improve production processes. Now, Mohamed shares his expertise through Revit tutorials that are accessible to all.