Revit versions supported: Revit 2020, 2021, 2022, 2023
Complete your reviews faster, by linking Autodesk® Revit® with Drawboard Projects.
Using this Add-in, you can quickly publish sheets from Revit into Projects and make them available for collaborative review or approval. There’s no longer a need to print sheets, upload PDFs onto shared drives, worry about version control, send out file attachments, or wonder how you’ll track and collate all the feedback you receive.
The Drawboard Projects Revit Add-in allows you to:
- Upload your sheets into Projects seamlessly while preserving sheet metadata from Revit (sheet title, number, and revision)
- Save individual PDF files to your desktop during the upload process
- Once inside Projects, add markups, gather timely feedback from the right people, and resolve issues with team members for traceable feedback
Installing the Add-in
Minimum Windows requirement: Windows 10 Version 1809
To install the Add-in:
- Download the latest version of the Add-in installation file from the Autodesk App Store
- Unzip the folder and double-click on DrawboardProjectsRevitAddinInstaller.exe to start the installation process
- Follow the steps in the installer
- If a Windows prompt appears, allow the installation to continue
- Once the installation is complete, close the installer and proceed to open Revit
Note: This app uses a custom installer, not the standard Autodesk installer
Uploading sheets from Revit to Projects
To upload sheets from a Revit project:
- Open Revit
- If you are prompted with a dialog for the Revit Add-in, select the “Always Load” option
- Navigate to the Add-ins tab in Revit, and you will see an “Upload to Drawboard Projects” option
Tip: Please save your current Revit project before using this Add-in
- Click the Add-in and log in with your Drawboard Projects username and password. If you don’t have one yet, register for a free trial at projects.drawboard.com/register
- Select an existing project to upload drawings to, or create a new project. Search project titles and descriptions to quickly find the project you’re looking for
Tip: You can only upload drawings to projects where your account has Collaborator or higher permissions. If the project is grey and listed under the heading “Permission Required”, you’ll need to contact a project admin to ask for access
- Select which sheets to upload to Projects
- Edit the sheet name, number and revision as required. Anything you enter here will only be visible inside Projects and won’t affect the sheets themselves within Revit
- Uploading a drawing with a drawing number that already exists in Projects and a new revision will be treated as a “supersede” operation, and the existing revision in Projects will be locked to prevent any further mark up
- 2. It’s not possible to upload a drawing with a drawing number that already exists in Projects and a revision that also already exists. The add-in will warn you, so you can change the revision
- The Add-in will attempt to automatically calculate the page size of each sheet. If you wish to override this for any sheet, select another size from the dropdown for that sheet. Be aware that the drawing will be “zoomed to fit”, which may affect the drawing scale.
Tip: A popup prompt will allow you to quickly bulk apply any Revision or Page Size changes
- If you also wish to save your sheet PDFs locally to your computer, check the Save sheets on computer box next to Upload sheets in the bottom right of the window. Change the save location by clicking on it, then navigating to your preferred directory and clicking Select folder
- Click the Upload sheets button
- The upload will now begin. Do not close the window
- Once all sheets are completed and they are marked as “Done”, you may close the Drawboard Projects Add-in
- Log in to Drawboard Projects (projects.drawboard.com/login) and all of your sheets will appear under the Drawings tab in the project you selected
Frequently Asked Questions
How do I switch to another Projects user account?
If you need to log in using a different Projects user account in order to upload sheets from Revit into different projects, open the Add-in and then on the Select or create new project screen click the Change Account button in the bottom left corner.
Why can’t I upload sheets to some projects?
If you find yourself needing to upload sheets into a project where you’re not a Collaborator, you’ll need to get someone to add you from within Projects. If you know who that is, great! Go talk to them! If you don’t, then open Projects, navigate to the relevant project and go to the Team tab to find out who the project admins are, so you can contact one of them.
Alternatively, use the Change Account button in the bottom left corner to log in using an account that does have Collaborator permission on your desired project.
What if I can’t see the project I need in the list?
First check to see if it’s shown further down the list of projects in the “Permissions Required” group. If it is, follow the steps in the Why can't I upload sheets to some projects? FAQ above.
If the project you need to upload sheets to isn't in the list at all, then you may not be a member of that project, and you’ll have to ask a project admin to invite you.
- A searchable projects list to help locate your desired upload project faster
- Clear identification of which projects you have permission to upload to
- Selectable sheet sizes
- Autodetect of sheet size where possible, which can be easily overridden if incorrect
- A better experience when opting to save exported sheets to your local filesystem
- A subscription check that alerts you if your Projects subscription is inactive and you cannot upload