1. Overview
Start hereRevit is usually used as the model-based BIM authoring environment, while CADmep is commonly used for fabrication-intent MEP detailing. Autodesk Docs / ACC supports cloud-based project setup and, when the right entitlement is in place, Revit cloud model collaboration. A practical beginner workflow is to first understand the difference between a local native model and a cloud-hosted collaborative model, then build the correct project structure from the start.
- Coordinated BIM models
- Views, sheets and schedules from one model
- Team collaboration and documentation
- Fabrication-intent MEP detailing
- Service templates and ITM-driven content
- Reports, renumbering, spools and PCF export
2. Revit native model setup
Local / office workflowA native Revit setup means starting the model directly in Revit before any cloud collaboration is added. This is usually the simplest place to begin for a new user.
Start with the correct template
Choose the correct company or project template first. This should already contain the correct units, view templates, browser organisation, title blocks, annotation styles, and any standard shared parameters your team expects.
Set project basics before modelling
Before placing major content, check levels, grids, coordinates, project information, and linked reference models. It is far easier to fix these at the start than after heavy modelling begins.
Link supporting models correctly
Link architecture, structure, or other discipline models using the agreed project origin / shared coordinates workflow. Do not guess positioning. If links start wrong, every downstream coordination view becomes less reliable.
Set up working views early
Create clean working views for coordination, modelling, and documentation. This helps with performance and makes troubleshooting easier later.
Enable worksharing only when needed
If multiple users will work in the same model, enable worksharing deliberately and create a sensible workset strategy. Do not add unnecessary worksets just because a project is large.
3. Revit model setup in ACC / Autodesk Docs
Cloud collaborationFor cloud collaboration, the Autodesk Docs account administrator and project administrators have setup tasks before the modeller simply opens Revit and starts working.
Create the Autodesk Docs / ACC project
The account or project admin creates the project, sets up administrators, and defines the project structure. A proper folder structure should exist before live models are uploaded.
Invite the team and assign permissions
Team members need the correct project access and the right cloud-model entitlement where cloud worksharing is being used. Access and entitlement should be checked before rollout.
Organise folders before uploading models
Do not dump active models into a loose folder structure. Separate work-in-progress, shared, published, and other controlled areas according to your project standards.
Initiate or upload the Revit model to the cloud
Once the project and folders are ready, the model can be initiated in the cloud or uploaded to enable collaboration. This is the point where the model moves from a local file approach to a cloud-based project workflow.
Use cloud worksharing correctly
Team members then work against the cloud model using the agreed sync and collaboration workflow. Treat cloud setup as a controlled process, not just a storage location.
- Correct Autodesk Docs / ACC access
- Correct project permissions
- Correct folder structure
- Correct Revit cloud entitlement where required
- That Revit subscription alone covers every cloud-worksharing case
- That all users already have model access
- That cloud storage and cloud worksharing are the same thing
4. ACC / Autodesk Docs admin steps
Admin checklistBefore a modeller starts, the admin side should already be in place.
- Create the ACC / Autodesk Docs project.
- Assign project administrators.
- Set folder permissions correctly.
- Invite the project team.
- Confirm cloud-model access and any required product entitlement.
- Define where active Revit models should live.
- Agree naming and publishing conventions.
5. CADmep getting started
Fabrication workflowCADmep is not only “installed software”. To be useful, it also needs the correct profile, database, service templates, and item content. New users often underestimate this.
Install the correct product and profile
Confirm the correct Autodesk Fabrication product access and make sure you are using the right CADmep environment for your business or project.
Check the fabrication database
CADmep relies on a database-driven setup. If the wrong database or a poor database is loaded, the modelling environment will also be poor.
Confirm service templates are present
Service templates are what users interact with to place content. If services are wrong or missing, users will struggle immediately.
Check ITM content and folders
CADmep content lives in item folders and ITM files. Clean, controlled content is essential for dependable fabrication-intent modelling.
Test reporting and output tools
Before live production work, confirm that reports, renumbering, spooling workflows, and PCF export are all working in the intended environment.
6. CADmep database, services & templates
Core setupFor CADmep, the real setup work is in the database and services, not just the software window.
- Control what users can place
- Need to reflect project standards
- Depend on correct content structure
- Should be controlled, not casually edited
- Help categorise products
- Support layering and service logic
- Should be kept clean and understandable
Good CADmep starter sequence
- Open the correct profile.
- Confirm the correct database path.
- Review CAD settings where needed.
- Check service templates and sections.
- Confirm ITM content availability.
- Place a small test run.
- Test a report or output command.
7. Starter checks
Quick referenceRevit quick checks
- Correct template
- Correct units
- Correct levels and grids
- Correct linked-model position
- Correct view templates
- Correct worksharing strategy if needed
ACC quick checks
- Project created
- Permissions assigned
- Folders structured
- Users invited
- Cloud-model access verified
- Publishing / naming logic agreed
CADmep quick checks
- Correct profile
- Correct fabrication database
- Correct services
- Correct ITM content
- Reports working
- PCF / output tested
Team starter checks
- Naming agreed
- Revision strategy agreed
- View / sheet standards agreed
- Folder use agreed
- Permissions understood
- First issue route tested
8. Common mistakes to avoid
Avoid rework- Starting a Revit model with the wrong template.
- Ignoring coordinates and linked-model position at project start.
- Turning on worksharing without a plan.
- Uploading live cloud models before folders and permissions are ready.
- Assuming all users already have cloud-model access.
- Installing CADmep but not checking the database and service setup.
- Letting users edit service templates without control.
- Beginning production output before testing reports, numbering, and export workflows.