Help Yourself...Seriously! How To Get Better Autodesk Product Support Online - The System Basics

Several years ago a small group of Autodesk Expert Elites got together with Autodesk and Directly, a third party technical support management site, to help Autodesk resolve more of their open support cases. This program leveraged decades of product experience to provide relevant responses to most support question types. There are some limits - such as we can't reach out to the client during the case and use tools like Zoom or Teams to remote into a system and get more detail. In these cases, we escalate the case to the Autodesk agents, that are allowed to provide this service at a higher level of support.

But it's never easy - there's always a better way to provide these solutions. It's really dependent on the information provided by the user to make sure we understand what is exactly happening on someone's system. Think of visiting your doctor - they're going to ask you a ton of questions before they recommend or prescribe anything, so the more accurate and detailed the responses, the more relevant the solutions will be. And it requires a lot of patience on both ends.

So how do we make this smoother for your typical Autodesk support questions? It's easy - if you're the user posting the question, follow this checklist:

1. Get your software information together first. For Autodesk products, access the program Help page - every one includes a question mark "?" in the upper right corner of the program window. When you select this, you will see the name of the program at the bottom of the drop down menu (it usually says Autodesk Revit, Autodesk AutoCAD, etc. or something similar). Selecting this option will open a dialog, that includes the software version, build number, and versions of any supported vertical tools such as AutoCAD Architecture, MEP, etc. You should see a dialog similar to this:

In this example, the core AutoCAD version is shown, along with AutoCAD Architecture and AutoCAD MEP. Each of these now require separate updates, so make sure you check all three.

This information is critical - we get countless cases where users or their IT departments are not keeping up with the updates, or have not tested them to make they don't cause issues with other applications. But with Autodesk products, the overwhelming number of cases we receive are related to the program simply being out of date, or not the same as other users in the same company or project. These are critical issues that every company needs to address - at a minimum, all users should be on the same build.

2. The computer you are using matters - if it's 10 years old, makes a grinding noise on startup, or is still running Windows NT, it's the problem. But there's a ton that goes on with a computer that every user should be aware of. The key information we need in order to correctly diagnose a case should always include this information:

- The version of Windows - you should be on Windows 10, with version 11 coming out soon. While 7 and 8.1 are supported, they are in  a short life span and are no longer supported by Autodesk (starting with the 2022 versions). You can find the current version of Windows by using File Explorer to locate "This PC" - right click on this icon and select Properties. The right side of the dialog will display a lot of critical information, including the operating system (OS) data:

- The processor and amount of RAM that is installed on the computer - the same dialog for the OS also shows this information under the Device Specifications.

- The size of the hard drive, and amount of free space. It also helps to know if it's not a solid state drive that was used in older systems. To get this, select This PC again - File Explorer will show all installed drives and the total/free space:

When it comes to hard drives, here's a critical item to know - the amount of free space is critical. For example, Revit projects can take up to 10x the size of the file in temporary file space. Add all of the Revit models that are opened, making sure to include the size of the linked models, drawings and more - and you will run out of space quickly if you don't keep up with this. Personally, I don't like for a computer running Autodesk products to have less than 100gb (gigabytes) of free space available. Don't short your computer by buying a smaller hard (500gb or less) - you'll wind up losing time and money when you don't have enough space. Adding a second drive to handle data is also not always a good idea, as the programs typically want to be installed on the C: drive, and adding a D: or second drive can cause configuration issues unless you're knowledgeable about working in this type of environment. Stick with 1TB or larger solid state drives and you'll be good.

- The manufacturer, model and driver version of the graphics display adapters on these systems is also important. Errors with these due to non-supported cards, including old or outdated drivers is a frequent issue. This shows up as graphics on a screen not displaying correctly, crashing when opening or editing views and and other types of fatal errors. To locate what you have installed, from the Windows Search bar, type Device Manager (You can also access this via Settings - when the dialog opens, type Device Manager in the upper left corner of the dialog). When the dialog appears, select the Display Adapters - a list of all adapters will appear that are installed (correctly) on the system:

 

Every Windows-based computer includes a built-in graphics adapter when a system is built - but in most cases, they are not designed to handle the more intense graphic requirements for most Autodesk software. That's why you usually will have a second video display adapter, if the system meets the Autodesk system requirements. 

To make sure you have a display adapter that is supported by Autodesk, along with a recommended driver, see this list in this link:

https://knowledge.autodesk.com/certified-graphics-hardware?siteID=123112&id=18844534&results=1&stype=graphic&product_group=3&release=2018&os=524288&manuf=all&opt=0

If your device is not listed, it doesn't mean it won't work - but in most cases you want to make sure you keep your device drivers up to date. Here's a link with directions for updating this hardware:

https://knowledge.autodesk.com/support/autocad/learn-explore/caas/sfdcarticles/sfdcarticles/How-to-update-your-system-to-the-latest-certified-video-driver-s.html

Overall - when running Revit, always check the system requirements to make sure your computer meets the needs of the program and version you are running. You can find this information based on product and version from here:

https://knowledge.autodesk.com/support/system-requirements

- Every computer should have some form of antivirus and firewall protection installed. In most cases, this is managed by an IT department or service provider. If your system permissions are restricted (meaning that you can't install or update software yourself), then it can cause some specific failures to occur. In this case, we need to know what manufacturer you are using for the antivirus, such as Norton, McAfee or others, and whether or not you can make changes to this software if needed. In most cases, it is the system firewall that can block access to folders, files and sites needed for Autodesk products to run correctly. Microsoft created this video to help you understand how to find out what types of system security you have installed:

https://www.microsoft.com/en-us/videoplayer/embed/RE3Fq1Y

If you're not comfortable with getting or providing this information, let your support person know so the case can be escalated to an Autodesk agent for a more secure access and connection.

Wrapping up - don't be embarrassed or worried if you don't know this information. In most cases, users really don't have an idea about what's in the computer or how it works. The goal of any good support system is to help you solve your issues, and they can usually walk you through all of these steps to make sure we have as much baseline information as possible. The same rule applies for any support organization you are working with, whether it's your own internal IT department or a software vendor such as Autodesk. 

Hopefully this helps you get the most out of your support - next up, we'll talk about more specific program issues.

Thanks - David B.

The Revit Point of Views - Interlude for Perspective...

The embodiment of man.

How do you define this? We live in a current world of turmoil, where politics and societal unrest are driving wedges between all of us, and it drives me nuts. Unfortunately, we get caught up in the talking points and miss the opportunities to have real, down to earth discussions and conversations that don’t result us losing friendships, family and more.

So what does this have to do with Revit, or BIM, or PIM, or even technology?

Tony and Mike.

I lost my uncle Tony a few weeks ago, to a sudden illness that ended with sepsis, which his heart could not handle. My dad Carl and Tony were extremely close, which helped all of the rest of my cousins be close with us. We had great childhood experiences growing up, and when we got together, the “Butts Bunch” always had a great time.

We had the family all assemble at the farm, and all of the points of diversity were represented. We have so many different characters and personalities, beliefs, lifestyles that we represent what America really is, a melting pot that is what makes us all family. With Tony and my aunt Marlene, it didn’t matter if it was blood or not – we’ve adopted, adapted and accepted in so many ways that the sum of all of our parts is what makes us a great example of the American experience. It was his rule and his belief that made this all happen, all bound by a huge dinner table laden with biscuits, molasses, and real butter.

And Tony led and loved us all, with no exceptions. He and I were opposites on the political aisle but not polar. We had compromise and worked on what we both believed, argued without attack on what we didn’t, and still ended the day with a hug and good night. He served as a county commissioner, library advocate and community pillar at church. His willingness to help those less fortunate was built on family traditions that valued hard work but used the earnings to support and help others. Countless people stayed at their farm, from power company workers to Wounded Warriors up for a hunt. He loved children that may not have been blood but were his family in no unspoken terms.

The embodiment of man.

Tony served in the US Air Force and was an electrical engineer by trade. Early on, when I started doing CAD work, we talked about design and drafting tools and techniques. In later years, while I was still working for the Autodesk reseller, I would stay at the farm and make the drive to Nashville over staying in a closer hotel. Their home gave me peace and solace during a time where I was struggling with my career and helped me make the decision to move on.

I would show him the technology and tools I was using and talk about driving change and teaching others to overcome their fears and objections. He had plenty of “back in my day” stories that helped me understand where we had come from to where we are today.

As the weekend was drawing to close, Marlene asked us to go through the house and find something we wanted to take home, to take a part of Tony with us. I wandered through the house and went upstairs to his desk. On the back of the desk, I found rolled up blueprints – hand-drawn plans of houses, my grandfather’s “Popwalk” walker that they had both worked on designing before his passing several years before. As I browsed through the pages, it reminded me of how far we had come – and rolled them back up, making sure to leave them in the same place.

The embodiment of man.

I realized that taking this part of the past was not what I needed, but instead settled on a walking stick of his that was left by others. It was a tool that could always be used regardless of where we are in life. It provides support when you need it, and steadiness when turbulence surrounds you. The plans of the past are fulfilled by the man who provides his family the stability and guidance we need. The man who will stick to his ideals, beliefs, and faith, and passes them on to his own children and family.

In my role, I struggle to evoke change. We have some many older users that are happy with the way things are, even as the tools have evolved to create better and simpler designs with more efficiency and accuracy. We also have a new generation that has missed out on the knowledge learned of the past and make so many mistakes when the mentor role is ignored. Coming from a generation where we gave them everything and did not push the overall learning needed, we reap the consequences of permitting today’s distractions from the education needed to move past the plans of the past. I see this in users that struggle even with the basics of managing files on a computer…but even my uncle in his advanced years of retirement never stopped learning.

And yet I’m disappointed in myself that I haven’t adapted the patience he had with such a diverse family. The quiet (ok, sometimes loud) direction of lessons learned and what should be done. I’m working on it – trying to be more patient with my colleagues and not belittle, berate or deride. The softest voices in these times can be the loudest, so do your work behind the scenes without drama or self- promotion. Those are the lessons that I’ve learned from him in his passing, that I hope will make me a better teacher and mentor myself.

I loved my uncle dearly and miss him already, as do so many in our family.

Mike – and Wes…

Wes came into our life as a whirlwind, coming for a day trip and staying for a lifetime. He was a ball of energy, pumping out crazy ideas miles out in the ocean, from underwater GoPro videos to bait suggestions that never made sense and caught all the fish. Spent many days on the water and in the woods with him, hunting, fishing and having fun.

The life was sapped out of me in a New Jersey parking lot a day many years ago, hearing we had lost him. A new born baby and awesome wife that were as much a part of our family as our own sons. The impact of his loss still resonates with all of us. And yet my pity lay not with Wes but with his father, a man of deep faith and love. Yet Mike soldiers on and still leads his family where others would fail. Having to deal with a change this dramatic makes me feel foolish sometimes when I get upset with a colleague, my kids and my friends. I can’t imagine the loss he still feels.

And while I watch, Mike has moved back home, to his family homeplace, and is tackling the changes that need to be made. Remodeling, cleaning, repairing and doing what needs to be done. He had to have a little surgery done recently but was out in the yard cutting grass way before he should have been.

I see in both Mike and Wes characteristics I believe we all wish we had, and should live up to. From the willingness to challenge himself, throw away fear and do it because…well, to Wes, because it was fun. Because one misstep in life is not the end of the world but a challenge to move on to the next one. And a willingness in Mike to have the faith in things that never seem fair, but happen because it’s a part of life. We all deal with change in different ways, but sometime miss these life lessons and fail to learn from them.

The embodiment of man.

Why write about these men that make up a big part of my life? Because from perspective, a willingness to step back, observe and learn, we all gain so much. We realize the value that changes in life bring to us. As a technologist, when I hear people whine and complain about change…it’s too hard…not unless I’m getting paid for it…I’m not interested….and my favorite, I’ve always done it this way.

All of these men have helped me keep what happens in my career in perspective. That passing love and care not just to family but those you work with, who make up such as huge part of your life, is every bit as critical to your success.

I’m currently sitting in the Philadelphia airport after a great few days with my engineering technology team, working on our strategic action plan, values and vision. I’m being challenged to back away from something I’ve invested much in, and take a new perspective. And I think of my role in service leadership, and the importance of being will to stop, listen and gain the perspective of others. What we deal with in our careers is never going to be a constant – change, evolution and advancement are inevitable. At some point, something you love to do will be left behind. The question to ask yourselves, is do you have the “wherewithall” and character to adapt and evolve yourself?

All of these things I believe are what I should strive to be in the embodiment of man. To love. To care. To push and drive when others don’t. To strive for the best you can be. To take the risk, be vulnerable and be proud. To admit the mistake and work to improve. To be excited…that’s what’s really important. It’s not what you’re sold today in the misleading media outlets but all of the things you do, when facing the man in the mirror.

My next challenge was to begin preparing myself for that next stage – for retirement, for health, and for whatever life holds for me. We talked about working towards building my replacement, not because I’m one foot out the door but understanding that in preparation comes well formed plans, goals and objectives. I find myself jealous of what the future holds for my friends at work, and the tools, workflows and environment they stand to inherit. I hope what we’ve learned in my generation helps propel them to enjoying what we do, as much as I have.

So…are you ready for the next generation of work? Or are you still stuck in your own rut? The choice is entirely up to you. Be the embodiment of yourself, and the best of yourself – you won’t regret it.

The Revit Point of Views – Part 2 – Clarity of Vision

I know I’m not the only one that’s ever faced a challenge. From my current perspective, I really don’t have much to complain about. Life has been more than fair…I’ve got a great job, an awesome wife, three sons that I could not be prouder of. A professional career that has blessed me with more opportunity and rewards that I could ever possibly deserve. And yet my challenge is not small, but it can’t define me. We have some awesome friends and neighbors, that are pushing me not to let this consume my life, as there were times lately when I thought it would.

Things have been gradually improving, and I’ve had some conversations with other friends in the industry that are facing the same types of challenges, including one of my closest friends in the technical world that also one of the best role models and dads that I could ever hope to live up to. But it’s never the same when it’s you. That mortality that you never think about slaps you in the face, and you finally start to gain what you need…perspective.

Perspective is all about how YOU view things. It’s personal. It’s alignment. It’s yours alone to deal with.

After 36 years of being in this industry, it’s now about wrapping this part of life up and seeking completeness. About finishing what you start and reaching those goals. But if you give up too much of life for work, and not for taking care of the rest of life that surrounds you, then you lose it. Your perspective.

At first, when I started thinking about this class, it was originally supposed to be something simple. It was about how Revit changed my perspective, and how about the “views” were simply reflections of the model we define. It didn’t matter about your point of view, you were really always looking at the same time. So it was supposed to be about different ways to use the view to change your perception of your design, and to introduce new ways of looking at views in a Revit model to create a more complete view that understandable to those who consume it.

Sounds rich, doesn’t it?

February 24^th was interesting and challenging day. I spend about 30 minutes at Novant Health hospital in Bolivia, NC. They had just installed the latest GE CT scanning device and was only one of two on the east coast at the time. A CT scan that normally took about 45 minutes to conduct only took 5 and was over before you knew it. And my warped mind at the time was thinking about AR and VR…and how cool my “reality” had become “augmented”. But I was more impressed with how quickly the technology has evolved, within my own lifetime. The ability for us to see inside walls from a design standpoint has always seemed like a dream, but here I was seeing inside myself and gaining a perspective that I had not seen before. And it all seemed so…casual.

I had my first meeting with a pulmonary doctor that explained what a lung nodule was, and how it impacts your health. The shape was good news, but the size was concerning, so the next step was PET Scan, which I had already scheduled for the same day. Same technology but now we’re making me glow in the dark like a uranium popsicle.

February 26^th, we’re on our way to dinner when we get the call. Not malignant are the key words to hear. There’s still some work to do, but at least that specter of treatments I was preparing myself to face was going to have to wait another day. There was some celebrating to do, and Mr. P’s in Southport was the best place to do it. Thanks to an awesome waitress and staff, it was great day and date.

It was April and I wasn’t getting better. I finally got back to my favorite nurse practitioner (the real hero in my story, and one that I am indebted to), and started some treatments for pneumonia which has finally cleared everything up. Yesterday, I met with a new pulmonary doctor that laid out a clear plan for addressing all of the items I needed. She helped to restore my sense of direction and goals and gave me back some faith that I had lost.

And is faith that helps you get through times like this. I was raised in a Presbyterian church, where a key tenent is the belief of predestination. That everything happens for a reason, and we are placed here to be in services to others more than self. I’ve had to hand things back to God, and relinquish that control that I wanted to maintain, but never should have in the first place. Everything that has happened in this story is what should have taken place and has reminded me to be more aware of what others might be going through as well.

I mentioned in the last article that I was working with our leadership team to understand why we were getting held up in our digital transformation in some areas from a 2D to 3D environment. One of the tasks I have been working on is interviewing all of our facilities group’s production staff and helping them establish learning paths and goals to improve, refresh and refine their skills. The key element has been the one-on-one interview with each person in the team. I had written an article here last year about OWNing your training – where you have the opportunity and addressing both the want and need of a professional career and taking the personal responsibility we all have for our successes in life. It was a perfect time to put this concept into action.

The cool part? I’m getting to meet and know people on an individual basis. We are talking about their excitement and passion for what we do. We’re catching up on how their kids are doing…listening while they talk about taking care of a parent that’s not doing as well…hearing how they have wanted to take a different career path but never knew what was available…and how they have overcome adversity in their lives. The courses that they are taking are their own choices that they are buying into.

I’m actually making more friends, and it’s making our connection more personal. Are you willing to do this with your coworkers and colleagues? How much do you really know about them? Do you know their dreams, their hopes, their challenges?

And I realize that I am the one being schooled, and learning. Serving. Helping. And doing what I am supposed to be doing in this chance you get only once.

By now, the burning part about getting this class out of my head and on paper was reaching a new urgency. I didn’t want the story to fade without being out there so others could learn what I had learned. That perspective in design is a critical thing. So how do you achieve it? How does it alter what you do? And how do you help others find it?

That part is next. And you were a big part of it.

The Revit Point of Views – Part 1 - Perspective

 

Have you ever had that idea rolling around in your head…something that you needed to get off your chest, out of your system, and cleared from the deck?

Man, I’ve had this one for a while.

December 2019 had rolled into January of 2020. I had wrapped up a series about how we at Gannett Fleming were developing Revit content, and the standards and procedures our users should follow when creating Revit families that were to be used in a project. There’s a lot that goes into this…getting your parameters aligned with your schedules, making sure subcategories for solids are correctly defined to allow more control over what you see, and general best practices for what not to do.

I had also received notice in December of 2019 that I’d won my fourth AU top speaker award for labs, for “Charging Ahead with Revit 2020 MEP Engineering”. Little did I know that it could be the last time I would do a live presentation for Autodesk University…the jury is still out on this, but I can’t tell you how much I love doing these live presentations. It’s easy to feed off the energy in the room, where you have a group of like-minded people that all have the same perspective, to get better at what they do, and increase their passion for the craft that we engage it.

Mid-March rolls in and it has already been a rough start to the year. Watching our government turn into a bunch of spoiled two-year-olds fighting over who gets to be on the top of the hill, with an impeachment that was a true travesty and embarrassment for all of us. Sneaking around in the back of the room was story about a virus that was coming out of China, where I had made some good friends on the Autodesk development team that were helping is improve the electrical features of the program, didn’t really sit high on the radar…but all of the sudden, we were sending nearly 2600 employees home.

Amazingly enough, our fearless CIO, Kevin Switala, had already started having our team begin planning on improving our resiliency, playing out what if and worse case scenarios, including business continuity if we lost key staff to a virus that we thought we knew, but didn’t understand. But yet within a short period of time, we had addressed licensing issues, VPN connections, protocols for sharing files, improving communications with Teams…we were working it out.

June 19. I got a call on a Saturday morning…we were under a cyberattack. Some asshole (yea, I said it) decided to ignite an electronic bomb with extortion in mind. We weren’t the only victim, but at the same time, we were not as prepared as we wanted to be. No company ever wants to admit this happens to them, but in reality, there’s a lot of bad actors out there that want nothing more that to tear down what you build, to take, to steal, to ruin. It sucks that there are people out there like this.

And yet, we came together as a team and grew more as company and family over the next several months. As a liaison to one of our business groups, I had the unenviable role of being the bearer of both good and bad news and wore the target on my chest to take the heat for lost files, lost time, lost work. And yet our resiliency to rebound, to get the job done, to fight through all of it, and change a century-old business model around into something new at the same time…I’ve never seen anything like it. If anything, I got much closer to the people I call my colleagues, who were now like family.

By December we had pretty much completed our migration to cloud based systems such as BIM 360 (Collaboration? Collaboration Pro? Autodesk Docs? I’m still confused…). We had started turning things around, and I was able to get back to focusing on what I love about my job – teaching others.

We had been debating about starting all of our vertical design projects in Revit for the past few years, but with the change of guard on our collaboration tools, the push was coming much harder. We finally got our leadership team together to try and understand what the root causes were and why so many designers were having issue transitioning from 2D drafting to 3D modeling.

January, I started feeling a bit crappy. A cough developed that wouldn’t go away, probably the same bronchitis I get every year with my asthma and allergies. Maybe the stress from the previous year’s chaos was finally catching up with me.

Two rounds of antibiotics and I still felt like crap. Since I had not moved to a new doctor here in Supply, where we had bought a house on the coast and remodeled to spend our next twenty years in, and enjoy retirement, I found myself in a local clinic again, meeting the awesome nurse practitioner who I had started working with a few weeks before.

February 19.

Eyes Forward…The Role of Learners in a Technology Driven Society

I recently wrote an article for AUGIWorld (https://www.augi.com/augiworld/issue/december-2019), that I hadn’t really put a lot of planning to but instead tried to speak from the heart, and from what I’ve learned in the 59 years I’ve been here. The response has been overwhelming, and I’m humbled by all the attention and feedback. I didn’t realize what a nerve it would touch, and how many people from different aspects of the design industry would even be intrigued enough to read it. It’s interesting how different emotions drive what and how we do the things we do, and what spurs imagination and thought.

As I returned to work on this follow up, I’m struck by how quickly our perspectives can change. We are currently in the midst of a societal upheaval, with uneasiness and fear striking out from a virus that we know little about. Playing the “what if” game drives everyone crazy, and if you own a business or manage one, you’re having to make a lot of tough decisions.

And in the midst of all of this, narrow eyes can’t see the learning experience we are all waist deep in…how we work, where we work and the benefits to so many things that can be had, if we simply look beyond these fears. I can’t express enough how happy I am to be working for Gannett Fleming – the response we’ve had from our IT services group, and the support from everyone on the board of directors down to the core staff that makes our firm go, has been amazing.

We’ve pulled off something I never thought would happen – take thousands of workers, and shift them to a remote access, work from home business model, where we can continue to do what we need to and serve our clients. I’ll admit – I was nervous, and so were a lot of us that are responsible for making this happen. But I also have strong faith, that guides us and provides the direction and vision we need. It’s amazing what we were able to pull off – but it was the team approach and commitment that made it work, with minimal issues.

Back to the original article - there were a couple of responses that questioned the premise of the article, and a couple more that pointed out phrases that struck home. All were great points, but one response made me think about the one paragraph that no one said anything about – the personal responsibility of your own growth. As we now sit in our homes, and learn new ways to work, you’re gaining a little time – time not spent commuting, traveling or getting to wherever you think you need to be. You’ve been given this gift of time, so how do you best spend it?

The role of college education in a technical society

With our eyes forward, it’s time for a little prognostication. As I sit here and review what our users need to learn in order to help us adapt to this type of change, it’s time to start being honest with ourselves. Based on my own personal experience (and yea, this is my own opinion – I expect everyone’s experience to be different), I’ve gotten far more use of my technical degree than the 5 years I spent wandering through the colleges. This is not a criticism of the schools, but more of my own responsibility.

We need to be realistic that even with all of the critical items an engineer, architect or scientist needs to know, not everyone needs to be in that role. We’re all in a desperate search for that unicorn, as it’s so often referred when searching for that BIM designer, or design technologists that can effectively use today’s tools. We need that design-oriented individual that can create custom structural shapes, form new types of wall assemblies, define the target and source relationship between engineering systems and coordinate the myriad of infrastructure that lies below the dirt. That can do it with a minimal amount of supervision, but with the faith and trust needed to let them get the job done. They’re the ones that can pull the miracle out on a project and get it out the door on time, under budget and with a happy client. Face it – our issues with getting more people into STEM fields are not so much getting younger individuals into the four-year college programs but become the technology experts that can still assemble the building, the structure and the site.

So what does this have to do with the typical four year school? It’s easy – incorporate what we’ve been doing as part of the two-year associate type degree program as the core for the advanced career fields. We get far too many architects and engineers that don’t have the technical capabilities of today’s design platforms. While some colleges are adding BIM, PIM and horizontal design to their curriculum, it’s not nearly enough. This has led to a shortage of technically capable designers that can get 3D models, systems and more assembled in the most efficient way possible.

We’ve also tuned our path for architects and engineers to move almost exclusively towards higher management type positions, such as the project manager, project principal and general business manager. Where is the technical career path that leads this generation towards the deeper thought process needed for simulation, creativity and expression through the tools we continue to improve? Generative design ought to scare the he-double hockey sticks out of every old school professional. The fact that design automation, which can eliminate the redundant CAD and document tasks that continue to control our budgets and schedule, can create its own concepts of how a wheel, chair or building to be designed, should be enough for the design world to stop. We need to start evaluating and altering both technical and professional college programs to move us to lead concepts like generative design and AI – to shape it and make it so we can create the changes to our world that we need.

Make your OWN path

With all of this being said, there’s only one person who can make the choice about the direction for your life and career. In order to break free of the traditional roles and constraints we place on ourselves in the STEM fields as well as our professions, we need to be able to make an honest assessment about our own career paths. But it’s a choice that we as individuals must make. You must be able to challenge yourself…

One great pointy-eared science officer once asked…“Is this all I am? Is there nothing more?”

This past year, as part of my new role, I’m taking the responsibility of redefining our technical training curriculum and programs. The logic I’m using is simple…where do you want to go? We are obligated to maintain our skills in the roles we take. For example, the architect still has to be the great aggregator, pulling all of the different pieces of the built environment into a cohesive structure. We have the job requirements clearly defined…the classes created…the expectations and goals needed to fulfill the job’s obligations clearly enumerated.

The hard part is getting outside of the role and looking at the right kind of “what if” scenario. Not a negative consequence, but a personal growth, desire or ambition. Let’s say I give you the opportunity to define the role in your own image. What would you do different? What do you need in order to be able to make this kind of a change?

OWN can become a simple acronym…opportunity, wants, needs.

How do you take advantage of the opportunity to define your own path?

How do you clarify what you want to accomplish?

What will be needed to make it to this goal?

By taking some of the gift of time we’re being given to do a little self-assessment, you’d be surprised what you may come up with. With the help of our online training providers at Eagle Point, I’m setting up OWN Learning paths, that each employee in the company can fill out. We’re going to provide them access to all of the training materials we have in our system. No limits. No restrictions. But a chance for them to challenge themselves; document it; and pursue it. The system can hold them accountable for reaching this goal – but it’s still up to them to take the steps. The employee has to be willing to make the commitment to themselves and make an investment of their own time.

The Rule and Conclusion of a Happy Business Life

Knowing the difference between the company’s obligation and your own personal responsibility…that’s a tough one for us to take. If you listen to today’s politicians, which in most cases can’t even be honest with themselves and much less us, one side would have you believe that a “corporation” is nothing but pure evil. But the other side knows that corporations are people. And in some cases, allows them to take advantage of their staff, driving them towards unrealistic conditions that make it impossible to have a satisfying career.

So where does training and career development fit in? Where’s that fine line, the tune that strikes the right note, the right pitch, and makes everyone go…ahhh?

It’s a trade off. It always has been.

So here’s some comments that as an employee, you should never make.

“I’m entitled to free training.”

“If I’m not getting paid for it, I’m not going to training.”

“It’s not my responsibility to learn how to do that.”

“I don’t have time.”

“My clients don’t want it, so I’m not going to do it.”

And my personal favorite…”I’ve always done it this way, and don’t see a need to change it.”

At the same time, the employer can’t carry these rationalizations forward:

“There’s no money in the budget for training.”

“Learn on your own time.”

“I expect you to do this, and I don’t care how you figure it out – just get it done.”

“You should already know how to do this.”

“My way or the highway.”

And of course, my personal favorite…”We’ve always done it this way, and don’t see a need to change it.”

Here’s the big takeaway – in order for a business to have a successful relationship with their employees, it has to be sold and delivered as a partnership. Training, learning, education…should all be part of the employment experience. Great managers know that their role has always been one of service – so from the business standpoint, we have an obligation – and the employee does NOT have a right – to train. I always loved the quote that it’s better to train someone and have them leave, than not train them and have them stay. The greatest way to cripple a business is to become a static point in time, where they no longer see the need or benefit for improving and changing what they do. Ask anyone who still has a boom box or eight track player if they’ve reached the pinnacle of life…if you can still find them.

But at the same time, the employee needs to approach the business as an owner. You have to take the responsibility of owning your skill set.

Of not settling for the static point in time.

Of challenging yourself.

Of taking your own time to learn.

It’s tough to do. Life is busy. It takes. It also gives back what you invest in it.

We blind ourselves to what others need because it’s easy. We cripple ourselves, because we allow others to dictate to us what we’re capable of. But this biggest shame is when we don’t try. When you get to a point in your career when you think you learned all you can, you let yourself down.

But with your eyes forward, the objective is to get past previous mistakes, missed opportunities and failures, where you can stop looking at what’s holding you back, and get to where we all want to be.

I’ve been in it myself now for approaching four decades. And with all that life is throwing at us, the last thing we need to be doing is giving up on ourselves and our potential for what you – and we – can be. I’m not quitting on being a learner…are you?

Welcome to the New World…

It’s been way too long…but nowadays it’s tough to really find time to sit down and put thoughts to paper. Work/life items have their own balance that take precedence, and it’s easy to let time slip you by. But it’s been a journey I wouldn’t trade for anything in the world.

Ironic as it is, I just received my first promotion based on performance in the engineering world. Most of the time, it was a case of just taking on more responsibility or changing jobs to get ahead. That’s the nature of the technical world, which unfortunately means the design world never has really figured out how to retain and keep good people. But this time around, I was sticking around for a lot of good reasons – not as much financial as wanting to see things through. It was one of the reasons why I left the reseller channel, which is even worse at recognizing and rewarding talent. Getting to see a project completed and in use is still a real kick to me – good or bad, no matter what happens, it’s one of the best things to be able to say, I had a hand in making that happen.

So, my new role is Engineering Technology Manager – and we’re still really working out what that means, but in this role,  we’re making two important changes. First was the practice of embedding technical representation on our business line practice leadership teams, and second was to regionalize these positions to help us focus on the needs of the area, rather than spending a lot of time crossing the country. We’ll still be doing everything we did before, but the focus really helps, as we can now more specifically target the technical needs of the people that do amazing work for us. The tools, as they are, should not hamstring the teams, or at best help them radically change their workflows so we can get back to the right work/life balance. It gets frustrating to watch team members working substantial overtime, or never be able to leave for vacation without taking the apron strings off.

Left to Right: Richard Binning, Eric Blackburn and Mike Massey at Guardsman Pass, UT

Over the past week, I’ve gotten to spend some amazing time with BIM managers and directors from across the country to help define what it means to be a BIM manager…or whatever the role name is, but a leader for technological change. It was really fascinating to hear all of the different ideas from people who have had this role for some time, and to really try to understand how to quantify this position. As an industry, we’ve really had a backwards view of the impact of technology. It’s akin to giving someone a hammer, who then promptly uses the handle to pound in the nail – and then have them refuse to see why what they’re doing isn’t what that part of the tool is designed for.

Throw in a nail gun – but it’s useless if you don’t understand all of the coincidental parts to make it work. Without a compressor, or a hose long enough so you’re not moving it around all day, and don’t forget the electricity, nails, and Band-Aids for when you miss). I’ve been doing some carpentry work in the house trying to get it ready to sell, so we can move to the coast and get more out of the life we seem to be stuck in today. That nail gun is a hell of a lot better hammer that my old one, and I’m getting more done with than I ever did by muscling it the old way.

This is where BIM technology is today – and the rate of adoption and adaption is accelerating at a higher rate than even just a couple of decades ago. Reviewing a project on my phone seemed like a pipe dream when CAD came out, but now a millennial expects you to provide the phone, the software and the latte’s to help them work faster in fewer hours per day.

So, my first steps are going to be step back and take inventory of what we have and do – and figure out where the gaps are. Who’s still on AutoCAD 14…who’s using their phone to do a three-way Skype call and share a project on the phone so I can help them figure out what’s happening with design options. Who’s told their users that you don’t have time for training…and who’s taking the software and laptop home at night so they can get better at their job. Too often, we spend way too much time bemoaning between the haves and have nots, and not enough time figuring out how to lift all up, instead of tearing some down. I’m a firm believer in the former – that you don’t get anywhere by taking things away from people, but instead putting the time and tools into those that don’t so they can get ahead. The only ones I’m less likely to help are the ones that won’t instead of the ones who can’t for whatever the reason.

One of the big takeaways I had from the meeting last week was in regard to identify roles and responsibilities for a typical BIM Manager. As we mind-mapped the daylights out of the tasks, we (led by my buddy Mike Massey who deserves the credit for this) came up with four key categories that address these tasks, that all add up to PIE2:

• Planning and Research – this category relates to the preparation a BIM manager needs to be doing to help move and keep a company in the right mindset for BIM workflows:
• Implementation – setting up all of the background tools, tasks, documentation, standards and more that sits behind what BIM applications and workflows need;
• Education – stepping back and looking at technical training from a different light, and being able to take the best of what we’ve learned about education delivery methods and integrating them into today’s technology to provide a better learning experience;
• Execution – no, we’re not shooting people, but we are shooting for PAC – better productivity, more accuracy and improved coordination. The BIM manager has to understand how to execute everything in the previous categories and apply to the new project world. How to run more efficiently from go/no-go, project execution plans, design phases and post design tasks in all disciplines, a variety of project types and with a wide variety of user abilities and tools…a witches brew indeed.

So, taking a step back and looking at the big picture – what does it take to make a good BIM Manager? Patience? Virtue? Irreproachable technical expertise? An affinity for the keyboard and mouse that can’t be explained? A certain level of insanity for taking all of this on?

As I’m staring down the R word in my somewhat near future, I’m really appreciating the confidence from my leaders to challenge me more and take on this role to help solve these issues. There’s going to be days when I want to pull all eight hairs left on my head out, and others when I’ll feel like a proud dad when I see the lightbulb go on for someone who’s struggled. Wouldn’t you?

Notes from the Support System – Revit Lighting Analysis

Autodesk continues to expand its analysis capabilities, with the addition and improvement of the Insight 360 tools, heating and cooling load analysis, lighting analysis and solar analysis. I’ve been seeing more trends of users taking advantage of these tools, but encountering errors that at first glance seem un-explainable. The lighting analysis tools have had a rush of support questions lately, so let’s clear up the air on this tool, and help you get it working for you.

First, refer to this document that was provided by Autodesk in October, 2017 by Krishnan Gowri, Ph.D. FASHRAE, LEED AP, Principal Engineer, Generative Design Group:

https://forums.autodesk.com/autodesk/attachments/autodesk/19/797/2/insight-lighting-analysis-help.pdf

Here are my tips to help you get the best results:

The lighting analysis should be conducted early in the design process, prior to a lot of heavy modeling that adds content such as furniture, equipment, structure, MEP systems and more. The more complex geometry can cause the model to fail, especially with the addition of highly detailed components containing small surfaces. This includes content modeled to LOD 350 and above. If you want to include it, keep it in separate models that can be easily removed, or in worksets that can be turned off.

Make sure your model includes all of the bounding elements, including floors, ceilings, and roofs, in addition to walls and openings (including doors and windows). Keep the detail level at a minimum – for example, if you are placing curtain walls, avoid panels and mullions that include complex shapes, such a louvers, or frames that include the caulking (yes – this has happened. Great for detail but lousy for analysis). Avoid using extra surfaces like wall sweeps – these can cause a known issue with the lighting analysis tool. One additional tool – don’t make items like column enclosures room bounding – at least not during the early stages of design, where you’re using this tool. The few the surfaces, the more like the tool is to work.

Assign materials from the material library to the bounding elements that include surface settings for color, reflectance and more. As with the bounding elements, keep this simple. You’re trying to gain a general knowledge of the lighting conditions for illuminance and LEED credits, and how altering these materials can affect the overall energy and lighting performance of the building. but not drill down to  the specific foot-candle levels at 2” intervals.

Rooms. Rooms. Rooms. You have to model these and do it correctly. Every area of building that is going to be analyzed must have a room object, with Height assigned. I recommend at a minimum to set the room upper limit to the next bounding floor level above. When a ceiling is placed and set to be room bounding, it will automatically cap the room to that level. It will pick up the materials assigned to the ceiling, and as the ceiling is moved, the room height will automatically update. Take the time to assign the room name and number, even if it’s preliminary. You’ll need this for the schedules the tool produces, since the analysis is primarily based on room properties.

Fix your errors – avoid overlapping elements such as walls, deleted unplaced rooms, and find/fix  voids. For example, don’t model your interior walls 8’ tall, if they should extend 6” above that 10’ ceiling you just placed. If you build a crappy, half finished model, you’re going to get failures every time – and this includes all of the other analysis tools too. You can find your list of model errors on the Manage Tab, Inquiry panel – click Warnings, and you will get a list you can export and review.

Speaking of levels – make sure you’re using these correctly as well. Floor datum levels should not be used to define the height of a countertop – use a workplane instead, or use a level that does not defined a story. This can affect your upper limits on the rooms if you’re setting them to be bound at the next level – you don’t want 42” tall rooms that match the level you added for the countertops.

Leverage the Insight energy model first. This tool is great for checking your model and making sure it’s well defined for analysis. The heating and cooling load tool also includes tools for reviewing the room and space volumes, as well as each analytical surface for walls, doors, windows, floors, etc. You can review this first before perform any analysis, and get a good idea of how well formed your model is defined.

Make sure you have all of the available updates for Revit installed, and the latest build of Insight installed. There have been a lot of updates that fix earlier issues, so don’t stick around on Revit 2016 and try to do this – get on 2018.3.1 (the latest build as of this article date for 2018) or 2019, and you should reduce the number of potential errors.

Worse case – you do all of this, and still don’t get the results you need – start a support case at support.autodesk.com, and make sure you include this information – your version of Revit, a link to the Revit model and any linked files.

Thanks – David B.

UPDATE - Autodesk is hosting a series of online classes all about Insight 360 - for more details, follow this link - the sessions are offered on June 14, 2018"

https://knowledge.autodesk.com/support/revit-products/learn-explore/caas/sfdcarticles/sfdcarticles/How-to-access-the-Learn-everything-about-Autodesk-Insight-webinar-series.html