Getting Started

Launching Marketing Plans

To launch the Marketing Plans application, navigate to the Add-Ins toolbar in Revit and click Marketing Plans.

Marketing Plans 1.0 - Add-In bar
Selecting Units
  • To begin, select the units you want to include in your Marketing Plans. Click Select Areas in the Marketing Plans panel.
Marketing Plans 1.0 - Selecting Areas 1
  • Go to your Area Plan view in Revit and select the areas representing the desired units. You can select areas by clicking individually or by using a selection box.

Click Finish to confirm your selection.

Unit List

Each selected area appears as a row in the unit list. The list allows you to review, edit, and control which units will be generated.
Each row includes the following fields and actions:

Marketing Plans 1.0 - List

Include or Exclude

Use the checkbox to include or exclude a unit from generation. Unchecked units will not be generated.

Marketing Plans 1.0 - List _Include

View Name

Displays the view name associated with the selected area.

Marketing Plans 1.0 - List _View Name

Name

Shows the area name as defined in Revit. You can rename the unit by typing a new name directly in the list.

Marketing Plans 1.0 - List _Name

Show in Revit

Click the magnifying glass icon to open the corresponding view in Revit and zoom to the unit location.

Marketing Plans 1.0 - List _Show in Revit

Remove from List

Click the trash icon to remove the unit from the list.

Marketing Plans 1.0 - List _Remove
Adding More Units

You can add more areas at any time by clicking Select Areas again. Units can be selected from different views and floors and will be added to the existing list.

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