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Revit Setup Guide

  1. Click on the “Manage” tab. Then, select the “Settings” panel and choose “Project Information”.
  2. In the “Instance Properties” dialog box, provide the following details:

    • Energy setting: Specify the parameters that define the values exported to the gbXML file.
    • Project release date
    • Project status
    • Customer name
    • Project Address: Click “Edit”, enter the address in the text box, and then click “OK”.
    • Project name
    • Project number
  3. Click “OK” to confirm and save the information.

The project information will be included in the schedule, which contains data about the elements in the linked model. It can also be displayed in the title bar of drawings.

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