How To...

The following How To Guides contain detailed instructions for important workflows using Ideate SheetManager.

Topics in this Section

Batch-rename Sheets or Views
Make Room for New Sheets
Copy Legends or Schedules to Multiple Sheets
Create Sheets from Views

Batch Rename Sheets or Views

You can use Ideate SheetManager to batch-rename a selection of views or sheets. The option to rename sheets is also available after the Create Sheets tool has been used to automatically create new sheets placed on unplaced views.

Rename Views

You can use Ideate SheetManager to batch-rename a selection of views per these steps:

Launch Ideate SheetManager from the Ideate Software ribbon.
Use Shift+select to pick a list of unplaced views from the left side of Ideate SheetManager, then right-click to select the Rename tool.
The selected views will be displayed within the Rename dialog with the View Name and Title on Sheet properties available for bulk-editing.
Use the editing tools to edit all or some of the values.

Batch rename views with Ideate SheetManager

Rename Sheets

You can use Ideate SheetManager to batch-rename a selection of sheets per these steps:

Launch Ideate SheetManager from the Ideate Software ribbon.
Use Shift+select to pick a list of sheets from the right-side of Ideate SheetManager, then right-click to select the Rename tool. NOTE: You may also first use the Create Sheets tool and then choose the option to “Edit Sheets” to complete this step.
The selected sheets will be displayed within the Rename dialog with the Sheet Number and Sheet Name properties available for bulk-editing.
Use the editing tools to edit all or some of the values.

Rename Editing Tools

Within the Rename dialog there are several methods which can be used to edit the values of the view or sheet properties displayed.

Manual Edits — Place the cursor and double-click within any cell to edit the value of that cell.
Copy and Paste — Select the cells you want to change then paste them into Excel and after making changes, paste the changes back into the Rename cells.
Find and Replace — use the checkboxes at the top of one or both columns to select all cells or use shift/ctrl+select method to select specific cells in which you intend to use the Find and Replace feature.
Prefix or Suffix — use the checkboxes at the top of one or both columns to select all cells or use shift/ctrl+select method to select specific cells in which you intend to use the Prefix or Suffix feature.

Tip: Use the Revit Undo command to undo any unwanted change.

Make Room for New Sheets with Renumber Down

Have you ever needed to insert a new sheet into a sequence of sheet numbers? The function called Renumber Down, addresses this challenge by carefully re-incrementing the sheets within your existing project to allow room for the new sheet.

Use Ideate SheetManager and follow these steps:

Select one or more sheets that will need to have their number changed in order to make room for the new sheet or sheets. Select the first sheet that needs to be renumbered along with any others in that numbering sequence that will also need to be modified.
Right-click to pick Rename
From within the Rename Sheets dialog, pick the sheet that is the first in the series that needs to be modified, then right-click to pick Renumber Down. In the example above the sheet A7.6 is selected and will be the first sheet number modified and will be incremented by 1. This requires that the existing sheet A7.7 will also need to be modified by 1 and so on.
The results of the revised sheet numbers will be displayed. Any existing sheet number that is modified by this action is displayed with a Warning symbol, as shown below. In this example, only the A7.10 number did not previously exist, so it has no warning. Select OK to approve this change.

Tips:

Only sheets that are in the dialog will be incremented. If the another sheet in the project needs to be modified in order to make room for the originally selected sheet, that subsequent sheet, and only that sheet will be modified but instead of it being incremented it will be renumbered with the suffix — Dup.
Numbers and names can be modified directly in the dialog either before or after this process. If needed it is more useful to alter the number first, then use Renumber Down to take advantage of the auto-increment process.

Copy Legends or Schedules

Legends and schedules can be copied from one sheet to many sheets by selecting them from the Sheet browser within Ideate SheetManager, then using the right-click menu to Copy Legends/Schedules. Next, select any sheets in the project and use the right-click Paste Legends/Schedules option. The legends or schedules will be pasted onto the sheet in a similar location as the originally selected ones.

Paste legends to multiple Revit sheets with Ideate SheetManager

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