Before starting a new project, you’ll be prompted to confirm the use of a Specifi template. Alternatively, if your company has its own template, you’re welcome to utilize that as well.
Click on the gear icon to configure essential project details. Within the first tab, specify the project’s location and select your preferred template.
Clicking on the Numbering tab will allow you to customize the shape of the equipment tag, or upload your own.
Here, you can also choose to automatically number equipment position upon insertion.
When moving equipment from one area to another, the software automatically updates the position number.
You have the option to designate a leader for each equipment tag. This could take the form of a dot, an arrow, or other variations.
The next tab allows you to configure the Utility Settings. The “Insert Utilities with Equipment” feature is unchecked by default. Selecting it will place you in consultant mode.
By doing this, placing a piece of equipment into a Revit project will automatically give you the option to set a utility, such as electricity, gas or water.
In this scenario, the equipment insertion process may take longer, but it allows for simultaneous completion of multiple tasks. If necessary, utilities can be added later, especially if you only need to present an initial draft of the project.
You have the option to designate a specific tag for utilities, choose the folder where notes are stored, and indicate the location of any annotations or legends. Alternatively, you can utilize the “Specifi” folder for this purpose.
Customize the color palette for electricity, gas, water, cold water, and hot water utilities in accordance with your company standards. You also have the option to use utility numbers as identifiers instead of labels.
After choosing all your settings, simply press “OK” to enter consultant mode.
