HingePoint BOM to Excel Help and FAQ

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BOM to Excel Revit Plugin Help and FAQ
HingePoint.com 214-301-0000 2300 McDermott Road
STE 200-235 Plano, TX 75025
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STEP 1
This example is based off the Revit Advanced
sample file. It shows how you can create a
Furniture BOM with professional output, and
quantity take offs for estimating cost. Select
your schedule in upper left, the default
parameters in lower left preview on the right
side panels.
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STEP 2
Format the BOM schedule by using Grouped By and
it will group together all the same parameters.
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STEP 3
Inline Sum rolls up a group into 1 line and sums
up the quantities for that group. Subtotal adds
up the total of the group at the bottom of the
group.
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STEP 4
Click the Checkbox when you get the BOM settings
complete. Click Save will create a Tab in the BOM
Plugin. Unchecking the box and clicking save
removes the Tab in Revit and in Excel output.
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STEP 5
Click on the Tab for the BOM schedule you just
created and preview the BOM within Revit and it
will look the same as a Tab in the Excel output
file.
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STEP 6
BOM Tab allows for exported to Excel. See the
Report Date of your last export. Refresh button
ensure the last saved settings are exported to
Excel. Click the Open BOM File link to open the
Excel file.
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STEP 7
BOM Excel file has a Tab for each BOM Schedule,
with Summary Table, Detailed Tables, quantity
subtotals and inline sums, exactly as you set up
in the BOM for Revit plugin.
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GENERAL USAGE INSTRUCTIONS
The BOM for Revit plugin fits into your design
and modeling workflow from the very beginning. As
soon as you start creating Revit content, you can
place it into a schedule, and the BOM plugin will
work. Here are the steps
Start Revit and open a new or existing project.
Create a Schedule or multiple schedules.
Click BOM Plugin from the Plugin Ribbon and Menu.
The Revit schedules will automatically populate
in the upper left pane.
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Click the Revit schedule you want to include in
the BOM (upper left pane) highlighted in blue.
Configure the BOM format you desire using the
lower left pane WYSIWYG tools.
As you make configuration changes, you can
preview them instantly in the upper and lower
right panes.
Each BOM schedule you save, will become a new tab
in the BOM for Revit plugin.
Select a new Revit schedule in the upper left,
and then repeat the steps to configure a new BOM
schedule and Save.
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Once all BOM schedules are complete, you can
export to Excel using the BOM tab by clicking the
Export to Excel link.
As the Revit model is updated, the BOM for Revit
data is updated automatically. Export the Excel
file again for each new version of the Excel BOM
output. The Excel file will not be updated until
you click the Export link.
Close and Restart If you close Revit after
having saved changes, then when you open Revit
again (and you own the Plugin), your previous
settings will be retained. No need to reconfigure
the BOM schedule again.
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Author/Company Information
HingePoint is an authorized Autodesk Development
Network partner and specializes in automating
workflow for the AEC industry. We have developed
multiple custom Revit and AutoCAD plugins for
clients.
We also offer BIM services, Revit modeling
services, Revit family development, and BIM
systems design. As a systems integrator, we can
integrate data and workflow from Revit and CAD
into SalesForce, BlueBeam, SolidWorks, SAP,
TRIRIGA and many other systems.
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Need to Report a Problem?

• Thanks for letting us know. It will make our
  software better.
• Email us with
• A description of the expected behavior.
• A description of the defective result.
• Attach the Revit File you were using at the time.
• What version of Revit are you using?
• Screen capture of the error.
• On the help screen, tell us if you are using the
  Paid or Trial version and what your license
  number is.
• Email the above information to contactapps_at_hingep
  oint.com

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Hingepoint.com 214-301-0000 2300 McDermott Road
STE 200-235 Plano, TX 75025
THANK YOU!
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