Interactive • Saveable • Local Storage

Starter Checklist

Use this interactive checklist to track a Revit, CADmep, and ACC project setup. Your progress, project name, and notes are automatically saved in your browser using local storage.

Revit setup ACC / CDE checks CADmep checks QA starter review Auto save

Revit Setup

Use the correct project template

Confirm the project starts from the correct company or project template.

TemplateRequired

Check units and project information

Confirm units, project name, discipline data, and key metadata are correct.

Project info

Verify levels and grids

Make sure the building grid and level structure are correct before heavy modelling.

Coordination

Link reference models correctly

Confirm architectural, structural, or other discipline links are positioned correctly.

Linked models

Create working views and view templates

Set up coordination, modelling, and documentation views in a controlled way.

ViewsTemplates

Decide whether worksharing is needed

Only enable worksharing when the team workflow requires it and there is a clear plan.

Worksets

ACC / Autodesk Docs

Create the ACC / Autodesk Docs project

Ensure the project exists and has been configured properly before live work starts.

Admin

Assign permissions and invite the team

Check the team can access the correct folders and workflows.

Access

Set up folder structure

Create a clear structure for WIP, shared, published, and issued information.

CDEFolders

Confirm cloud model workflow

Decide whether the model will stay native or be initiated as a cloud-based model.

Cloud model

Agree publish and issue process

Define how reviewed information will move through the common data environment.

Issue control

CADmep Setup

Open the correct profile

Make sure the intended CADmep environment is being used for the project.

Profile

Check the fabrication database

Confirm the correct database path, content source, and configuration are active.

Database

Verify service templates and service types

Check that users can access the correct services and that content aligns with standards.

ServicesTemplates

Check ITM content and folders

Ensure item content is controlled, accessible, and relevant to the intended workflow.

ITM

Test reports and export outputs

Confirm reporting, renumbering, spool, and PCF workflows can run as expected.

ReportsExport

Starter QA Review

Confirm naming conventions

Make sure file, view, and sheet naming align with agreed project standards.

Naming

Confirm documentation strategy

Check sheet logic, issue routes, and revision approach before issuing anything.

Documentation

Review coordination assumptions

Check that linked models, roles, and coordination responsibilities are understood.

Coordination

Test one sample output

Create at least one sample PDF, report, or export and review it properly.

Output check

Project Notes

Use this area to record project-specific setup notes, actions, decisions, or reminders.