How to Configure Revit Projects for Continuous Asset Tracking

Step-by-step guide to configuring your Revit project for continuous asset tracking with Geometrid through IFC exports.

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How to Configure Revit Projects for Continuous Asset Tracking with Geometrid

Introduction

Getting your Revit models ready for Geometrid's visual project control platform is simpler than you might think. This straightforward guide walks you through a one-time setup process that will serve your entire project duration—once configured correctly, your Revit project will seamlessly export optimized IFC files for Geometrid throughout your construction lifecycle.

Rather than being just an export guide, this represents best practices for organizing your Revit project to work continuously with Geometrid's asset tracking and progress monitoring capabilities. The setup takes minimal effort upfront but pays dividends by enabling your entire team—from field personnel to project executives—to efficiently track building elements through every construction stage without requiring BIM expertise.

What We'll Cover

This guide takes you through creating a dedicated 3D view optimized for Geometrid, configuring visibility settings to show only trackable elements, and establishing export parameters that ensure consistent performance. Once these settings are in place, anyone on your team can export updated models with a few clicks, maintaining seamless integration between your design process and project tracking workflows.

Setting up your Revit Project

You will find a step-by-step process below.

Create a new 3D View: ‍Start by duplicating the default 3D View

Rename the new 3D View: Set a name for the new view so everyone on the team is clear that elements relevant for tracking are supposed to be kept in this view

Change the View Template: Under Identity Data select the active View Template

Select None to unlock View settings: This will enable you to show/hide elements based on Categories/Filters

Change the Visibility/Graphics Overrides: Select Edit option of Visibility/Graphics Overrides under Graphics section

Step 05 - Edit Visibility/Graphics Overrides

Select Categories of elements for tracking: Check/uncheck boxes of Categories you want to show/hide from View

Hide elements using Filter (optional): Another way to hide unnecessary elements from View

Hide elements directly from 3D View (optional): Another way to hide unnecessary elements from View would be to select all instances...

Hide elements directly from 3D View (optional): ... and hide all instances by selecting Hide Elements from the bottom toolbar

Export the IFC file: Select IFC as the option from the export dropdown menu

Select Modify setup: This is where you can define specific export options

IFC Export - General: Available general options for your export

IFC Export - Additional Content: Select Export only elements visible in view

IFC Export - Property Sets: Adjust the following settings based on the availability and quality of your property sets

IFC Export - Level of Detail: The lower the LOD, the smaller the file size and the smoother the user experience

IFC Export - Advanced: Available advanced options for your export

Conclusion

That's it—your Revit project is now configured for continuous use with Geometrid throughout your construction or building operations process. This one-time setup ensures that every future IFC export will be optimized for performance and usability, regardless of who on your team performs the export.

With your streamlined model preparation complete, you can focus on what matters most: tracking building elements status rather than wrestling with complex file management. Your field teams, project managers, and stakeholders now have access to clean, fast-loading models that make asset tracking straightforward and efficient.

You're ready to:

Create your Geometrid project and add an IFC model
Set up workflows that match your process for tracking
Configure team access for different project stakeholders
Begin real-time asset tracking with ease and confidence

The beauty of this approach is its simplicity—once configured, your Revit project becomes a reliable source of optimized models for the entire project duration, enabling continuous visibility without continuous setup work.