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Starting New Revit Project on BIM 360

Starting a new project in Revit involves several steps to set up the initial project environment, define project settings, and begin modelling. Here's a general outline of the process. When you're beginning a new project in Revit, there are steps you can take before your team members start working on the model to ensure a smooth collaborative workflow. Here's a concise outline of the process focusing on the initial setup:

Select Template

template open

Create a project using the project template that is developed by your company. Otherwise, you can start with the default template provided by Autodesk. Typically, the template should come with predefined settings, levels, grids, families, and more that are complied with the company standards.

Project Information

project information

Fill out the project information (name, location, client, etc.) in the template and align with your project's details. Moreover, the site location should be added in the location for the correct shadow studies.



Examine the existing levels and grids in the template. Adjust or add new levels as needed. It is recommended to assign the scope box to constrain the datum elements like levels and grids. Ensure that the scope box should cover all the levels and grids.

Coordinate Systems


Set up any required coordinate systems or shared coordinates, especially if the project involves collaboration with external consultants. It is recommended to link the survey file to start with the project north angle. It should be all agreed with other parties when you determine the PBP/internal location in relation to the site.

Save the Initial State

Save the Initial State

Save the project with the initial setup under a clear and identifiable name or version to establish a starting point for collaboration. If you are working on BIM 360, it can be saved in your local drive temporary as it will be superseded once it is in cloud.

Establish Worksets


If your project requires collaborative work among team members, consider setting up worksets to facilitate concurrent work on different parts of the model.

Upload to Cloud

upload to cloud

Use Autodesk's cloud collaboration tools like BIM 360 to upload your project to the cloud (This will require another subscription per person from Autodesk to work on BIM 360). This allows team members to access and collaborate on the project remotely.

Share and Collaborate

share and collaborate

Share access with your team members on the BIM website. Set permissions to control who can view, edit, and manage the project files.

Create Views and Sheets

Create Views and Sheets

Generate initial views (floor plans, elevations, sections) and sheets within the template to capture the project's structure.

Communication and Training

Communication and Training

Brief your team members on the project's setup, expectations, and any specific guidelines. Provide training, if necessary, on how to work within the project's defined parameters.


Starting with a template can save you considerable time and effort in setting up your project. However, it's important to review and adjust the template's elements to accurately reflect your project's specific requirements and design intent.


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