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Cloud Projects

Creating Projects

Cloud projects must be created from a master database, even if it is a blank one. If you do not have a master defined, please define one according to the instructions on the masters page.

Once a master has been defined, you can create projects from it simply by pressing the 'Create Project' button next to the desired master and selecting a unique name in the dialog that is presented. After the project is created it will be listed in the projects pane and will be available for users to open and edit.

If necessary, projects can be deleted by pressing the 'x' button next to the project. Note that deletion is permanent and can not be undone.

Opening and Editing Projects

Open cloud projects by using the 'Open from Cloud' option on the File menu in the standalone interface or the open dropdown in the palette/dockable pane in the Revit integrated application.

Activating the open command will present you with an open dialog that lists available projects. The left pane lists company accounts; your company account will be listed on top, followed by any customers that are sharing projects with you (see Collaborating below). Select another customer to see any projects that customer is sharing with you.

The main panel lists all available projects form the selected customer; just select one and press OK or double click to open the project. You also have the following controls:

  • If your login allows editing of masters, you can push the 'show masers' button on the right side above the projects list to show masters (see masters).
  • You may enter a search term in the box to filter the list of projects to only those containg the search term.

Once you open the project, working with the keynotes is very similar to working with a standard text file project. The only significant difference is the small 'M' icon that shows up on the right side of the description box. This denotes that the keynote currently comes directly from the master, meaning that it has not been overridded/edited. Note the following regarding this:

  • When a keynote is edited for a project (in any fashion) it becomes a project specific keynote and the 'M' logo goes away. From this point forward this note will be separated from the master database to avoid making unintended changes to the master database. If changes to the master are intended you will need to open the master project directly and edit it.
  • If a keynote is taked directly from the master document, edits to the master will be automatically updated at the project level.

With cloud projects, you will also see additional search filters for 'Master' and 'Project Specific'. These allow you to filter to see only keynotes derived directly from the master db or keynotes that have been overridden and are now project specific.

Projects may also be renamed and moved to a different master through the cloud console. Use caution when doing this, though, as it may cause Revit to lose keynote associations or cause keynotes to become orphaned.

Collaborating with Other Companies

Projects are available to those within your company account according to their permissions level. However there are many times in a project where keynote data may need to be shared with other members of the project team that are not a part of your account. This can be accomplished by inviting collaborators from the cloud console. Note that all collaborators will already need to have purchased cloud accounts and have a login.

The number of collaborators on any project is listed in the far right column. To edit collaborators, expand the project using the expand button on the far right.

To invite another user to collaborate on a project you will need them to provide you with either their login email or their Company name (exactly as used in their cloud login). Once you have this, select the project and press the '+' button on the collaborators pane. An invitation dialog will pop up allowing you to enter their information and send them an invitation. Please note the following about the invitation dialog:

  • You can invite an individual user or an entire company/customer. If you invite an individual, only that individual will have access to the project; if you invite the company anyone with the same company account as the specified user can access the project. It is recommended that you invite the company in most cases as this allows the other company to manage their staff as needed without requiring you to invite other users again.
  • The email for the user being invited is required for invitating an idividual. For customer invitations you may specify the company name directly if desired. If only the company name is specified the invitation email will be sent to that companies primary account.
  • Set the permission level that you would like this user/company to have for the specified project.

Once you invite a collaborator, they will be sent an invitation via email to join the project. Once they click on the link to join they will be added to the project (until accepted, they will show as 'pending' in your cloud console). After accepting they will be able to see the project in their cloud dialog when opening projects from the cloud and they will be able to edit the project with the permissions you set. They will also see the project listed under your company name.

You may delete or change the permission level of a user at any time through the collaborators pane.