Packages

A package is a container that allows you to bundle your team’s models, views, sheet sets, and supporting documents to share with other teams. By controlling the sharing in this way, you can ensure that your work is prepared and ready for other teams. Teams can preview the package and decide when to consume it into their design environment. This reduces the disruption of constant change and allows all teams to freeze their deliverables at a certain version.

Note: The contents of packages can be accessed directly in the relevant shared or team folders in Document Management, as long as you have the appropriate permissions. In Document Management you can use the standard file actions including downloading the source file.
 

Learn to use packages to share the work of your team and view the work from other teams.

Create a New Package

  1. Make sure your Revit authors have published their latest models and sets to BIM 360 from Revit.

  2. Click the plus node at the far right of the package timeline.

  3. Select the relevant sets and models from the content browser.

  4. To add supporting documents to your package, select Documents from the content browser and click Add documents.



  5. Select all relevant supporting documents from your team's folder. Refer to the Supporting Documents to learn more about the file types that can't be included as supporting documents.

  6. Click Add.

  7. Click Save.

Note: You can share your package after the steps above by clicking Share, entering a Package name and clicking Share.

Consume a Package from Another Team

Consuming a package means that you’ve brought another team’s package into your environment. The goal is not to own or take responsibility for this package, but rather to see it combined together with your work and with all other teams’ work. You’ll see the latest model from that team in your Project Model. If you’ve linked into the other team’s model in the Document Management Consumed folder, the links will be updated as well.

Packages are displayed on the package timeline according to their status and indicate how much of each package has been consumed by your team. It may be useful to explore other team's packages, before you choose to consume them. See the Timeline Nodes topic for more information.

When you’re satisfied that you understand the other team’s package and feel that your team can absorb the new changes, you can consume a package.

  1. Expand the timeline, and click the node that represents the relevant unconsumed package.

    Packages that have not been consumed are displayed as empty circles next to other team's lines on the timeline. They may look like any of the following examples:

    Node type Description
    An unconsumed package.
    A mixture of consumed and unconsumed packages.
    Multiple unconsumed packages.
    A mixture of consumed and unconsumed models and packages.
    Tip: You may need to click the nodes that represent multiple packages several times until you have a single node selected.
  2. Click Consume to bring the deliverables into your team space.

If your Revit authors have linked into other team’s consumed online models, those Revit links are automatically updated in your team’s authoring environment. On the timeline, you’ll see that the package node on the Shared line is now filled to indicate that you’ve consumed it.

Reuse an Existing Package

If you have a previous package, such as a weekly release that uses similar content each time, you can reuse the previous package as a starter for a new package.

  1. Click a previously shared node.

  2. In the overview, click Reuse to start a new package based on the previous settings.

    The new package selects the latest versions of the models, sets, views, sheets, and supporting documents that were previously shared.

  3. Adjust the selections for the new package as required.

Curate an Open Package

A package remains open until you share it to a project. You’ll see an empty dotted-line node on your team line that indicates a package in progress. To edit the package contents and review the items you’ve previously selected:

  1. Click the package in progress node .
  2. Click Edit.
  3. Select the sheet sets, models, and supporting documents to share.
Note: If you leave the package open for a few days, your Revit authors may publish new models, views, sheets sets, or supporting documents that supersede the ones you already selected as part of the package. You’ll see a notification that the file version was updated since you last edited the package. You have the option of maintaining the version you already vetted or updating to the latest published versions for the package.

Share a Package

  1. Click the package in progress node on your own team line .
  2. Verify that the appropriate selections have been made.
  3. Optionally, use the drop-down menu to add the package to a Document Management set.
  4. Click Share.

In the package timeline, you’ll see that the package node is now filled out with your team’s color. This package node now appears to other teams on the Shared line so they can inspect and consume it.

Add a Package to a Set in Document Management

Add packages to document sets to enable downstream workflows such as document reviews or downloads of package content. There are two ways to add your team's packages to a set in Document Management:

When sharing a package:

  1. Use the drop-down menu to add the package to a Document Management set.
  2. Click Share.
 
Tip: See share a package for more details about sharing packages.

When viewing previously shared packages:

  1. Click a package in your team's timeline.
  2. Click Add to document set.
  3. Choose a set using the drop-down menu.
  4. Click Ok.
 

Update to the Latest Sets

Use the Update to Latest feature to publish sets directly inside Design Collaboration. This can be useful for team members who don't have access to Revit.

  1. From your Team Space, click Update to Latest.

  2. Click Update to confirm.

    Note: You will not have access to the sets or related items during the update.