About a year ago, I posted one of my #StupidAutodesk posts on LinkedIn. I highlighted Autodesk’s lack of a search box or groups in the Services list for Fabrication Services. You can read that post here.
Well, Martin Magallanes Jr has stepped up to the plate to help out. Despite the horsepower behind a +$5.5 Billion software giant, a single guy fixes what Autodeskcan’t seem to do. He’s released a free Revit Add-In that upgrades Revit’s existing Fabrication Services dialog. Here’s the link if you want to give it a try. It works with Revit versions 2021 thru 2025.
1: Search
The biggest benefit to this AddIn is to add “Search” capabilities to the Settings. You can search in the following areas…
Unloaded Services
Loaded Services
Unloaded Part Folders
Unloaded Part ITM Names
This allows you to quickly filter the list of services to certain groups or a smaller list of services in a much longer list. It does not let you search Loaded Parts but that’s good thing. You shouldn’t be loading a lot of loose parts outside of a service.
2: Load All / Remove All Filtered
Another nice enhancement is adding a second set of Add/Remove buttons that Add/Remove ALL the services matching the filter. You can see on the left image, you can easily select all the services in the Electrical group.
3: Resizable List
Another nice enhancement is the ability to resize the Service list. While it doesn’t really show well in this example using Autodesk’s Fabrication Configuration, in many production Fabrication Configurations (mine included) service Groups and Names can and are much longer. This ability to resize the list if going to be very helpful vs Autodesk’s horizontal scrolling when the names are long.
4: Reload on Open
Another little nice option is the “Reload on Open” setting. Toggle this on and the next time you go to the Settings dialog it will automatically reload the database. Toggle this and the Fabrication Configuration will be loaded automatically the next time you open the dialog.
You may have noticed a new setting in Fabrication 2025. You can see it when you edit the properties of a Service Template. It’s shows as Maximum # couplings. Valid settings are 1 to 10. So what is this setting you may ask? Well, don’t go with your instincts. The name is as unintuitive as possible.
To start, couplings are any ITM made from Pattern (CID) 2522. So not necessarily an actual “pipe” coupling. So this setting only applies to any fitting made from Pattern 2522 regardless of what it does in the real world. No other patterns are affected.
Your initial instinct might be that this limits the number of coupling patterns on a service template. You’d be wrong. When you think about it, a lot of things are made from Pattern 2522. Couplings obviously, but also Welds, Flanges. some Reducers, Adaptors, Unions, Bolt Sets, Gaskets, etc. That can easily push the number over 10. So what exactly does this do?
First, a little background. To start this setting only applies to Revit. No other Fabrication products are affected aside from using them to edit the setting. Next, you should know that there was always a coupling limit as it pertained to Revit. It was hard coded to 6 I’m told. This change in the 2025 Fabrication products made it editable to a smaller (minimum 1) or larger number (maximum 10).
What this settings does is control the connect and coupling logic in Revit. Revit’s autofill features like Route and Fill, Multi-Point Routing, Quick Connect and Design to Fabrication are affected. This is because the coupling pattern is special. In most scenarios, pipe is connected to fittings. In come cases, fittings to fittings. Coupling patterns on the other hand, can connect to other coupling patterns repeatedly.
These autofill functions need to process the various options for fittings. This can have performance implications that increase exponentially the more parts you have using those patterns. Let’s look at an example….
The below image shows a pipe flange connection. It’s using 6 coupling patterns in a row in the model. But in your service, there may be even more. Different types of flanges, welds, gasket and bolt set options, etc. It needs to look at all of those to determine the options available. In this case, a coupling limit of 6 would work. That’s how many 2522 patterns you would ever string together to make this connection. So after 6, Revit no longer needs to keep looking for couplings and can limit it’s analysis to other pipe or fittings in your service.
As you can see, the old hard coded value of 7 would be enough to cover most flanged or dielectric connection options. In some very limited edge cases, you might need more. So now you can bump it up to 10. However, you may want to actually reduce it lower. If you’re using ancillaries for gaskets and bolt sets and not drawing ITM’s to quantify them, a setting of 4 would be sufficient. For some systems, you might even be able to go lower.
What happens if the coupling limit is lower than what’s needed? Well, you might have to make those connections manually. Autofill functions wouldn’t provide all of the possible options. In some cases, you might event get broken connections.
Personally I’ve not been able to create a sample dataset and configuration that really demonstrates functionality working or not based on the setting. For the most part, it’s likely not going to affect most users however lowering it might provide some performance improvements in Revit. They tell me ideally the setting would be 3 or 4. But as you can see, if you’re using ITM parts for Bolt Sets and Gaskets, 6 is likely your “Go To” number. But on a plastic system? 3 or 4, maybe even 2 would be sufficient.
When you manually add a Fabrication Configuration to your system yourself, it only works for the currently logged in user. In fact, you may have noticed this with your own configurations compared to the default ones Autodesk adds during installation. You can see the difference by the presence of a little Yellow Lock icon in the lower left of the Configuration’s image.
So when you use the Add Link option to add a configuration, it’ll only exist for you. If someone else logs into the computer, the configuration won’t be displayed for the new user. Autodesk’s on the other hand…will still be there.
The difference between these two ways Configurations work is based on how the configurations are “configured” in the Windows Registry. So let’s take a look by starting the Registry Editor.
The first thing to know, is that there’s two ways to start the Registry. Just running the REGEDIT command opens the editor and displays everything. The other way is to Run as Administrator. When just run, you’ll have read/write access to the HKEY_CURRENT_USER branch (‘Hive’ is the proper term) often abbreviated as HKCU. This is the branch where the User configurations are stored.
The Computer based Configurations (like Autodesk’s) are stored in the HKEY_LOCAL_MACHINE branch often abbreviated as HKLM. When you run REGEDIT normally, you’ll see the HKLM branch but it’s Read-Only. To write to the HKLM branch, you’ll need to launch REGEDIT with the Run as Administrator option. Your IT Department may restrict this from you so you may need to involve them if you want to implement Computer based Fabrication Configurations.
The other thing to note, is that when you Run as Administrator, the HKCU branch is there but the settings may be missing or different. This is because, the Registry Editor is technically running as another user and that branch is User specific. You can see the two branches I’ve referenced in the following image.
Converting Configurations to ‘Computer’ Based
While you can edit the Registry manually, the easiest way to convert your Fabrication Configurations to be Computer based (not User) is to run the Registry Editor normally (not as Administrator) and export the HKEY_CURRENT_USER settings. The settings are in the key…
The <year> represents the version year of Autodesk Fabrication (CADmep, ESTmep, CAMduct, Remote Entry, etc.) or Revit. You can see that in the following image. If the Configuration key isn’t there, that means there’s no configurations “configured” for that version year. If a specific “year” isn’t listed, it means that version wasn’t installed.
Once you get to the Configuration Key, you can export it using the File -> Export option as shown here…
While you can Export a single configuration, I like to pick the Configuration Key and do them all. We can get rid of what we don’t want later. The main point to note when exporting is to change the Save as type: to the Win9x/NT4 Registration Files (*.reg) option. This will save the export in ASCII text which you can edit in Notepad.
Once you export to a file, you can right click on the file and select Edit to open in Notepad. The following image shows how it looks and is marked up what I’ve removed vs added/edited. Note I also edited the Registry Hive from HKEY_CURRENT_USER to HKEY_LOCAL_MACHINE.
Once you’ve edited the file and saved it, you’re almost ready to import it. It’s generally not advisable to have the same configuration with the same name and same path in both the HKCU and HKLM branches.
So first, you can run REGEDIT normally and rename the Configuration folder…or just delete it (if you’re comfortable doing so). Then close the Registry Editor and run it again but Run as Administrator. You can now Import the file you just edited to import those new Registry settings. The following image shows what both branches might look like…
Now, when you launch Fabrication (CADmep, CAMduct, ESTmep, etc.) you’ll see the little Yellow Lock icon on your configurations. Revit won’t show that little icon but it does honor the ‘User’ vs ‘Computer’ configurations.
A Word About Fabrication ‘Profiles’
One side effect of ‘Computer’ or machine based Fabrication Configurations shows up if you use Profiles in your Fabrication Configuration. It doesn’t apply to Revit but does CADmep, CAMduct and ESTmep. When you use Profiles with ‘User’ based Configurations, the last active profile will be the default when you launch the program again. With ‘Computer’ or machine based profiles, you’ll always default back to the Global profile.
However this is easily fixed. To start, let’s look at the ‘User’ based configurations under HKCU when a profile was used…
You’ll see there’s now an ActiveProfile value in the configuration that wasn’t there before. That’s how Fabrication knows which profile to load by default. But also remember, the HKLM branch of the registry is normally Read-Only. So this means those programs can’t create this value when you change profiles.
The solution to this, is making those registry keys Read-Write in the HKLM registry branch. You can do that by running REGEDIT as an administrator like before and navigating to the proper registry keys. From here, you can Right-Click on the Key’s name and select Permissions….
You can do this on a specific configuration or at the root Configuration key and the permissions will be inherited by the downstream keys. Once the Permissions dialog shows up, select the User permission group and select the Allow toggle for Full Control. Again, you may need your IT’s help if you don’t have permissions to do this.
This will now allow CADmep, CAMduct and ESTmep to save the last Fabrication Profile to the Registry in the HKLM branch so when you start the software the next time, it’ll be able to use the last Profile used.
One good side effect of changing these permissions…you’ll now also be able to import or create more Fabrication Configurations in HKLM in the future WITHOUT having to Run as Administrator as you’ll now have Read-Write permissions to those keys by default.
Make sure if you do these steps, to do them for all versions of Fabrication. You can even make entries for versions you don’t have installed so they work later if you install that version. So if you want to prepare for 2025 versions, you can copy/paste/edit those registry settings in the file you exported and rename them as 2025 (or older versions) all in the same file, Being proactive in this way will minimize future support downtime.
Do you know what ‘Connector Matching’ is as it relates to Autodesk Fabrication? It’s been in the product since the 2020 release. Yet most people I run into have no clue what it is.
There’s a good reason for that. It’s hidden from view. That is to say, there’s a good reason you don’ know about it. There’s no good reason it’s hidden from you besides Autodesk is pretty slopping (lazy?) when it comes to product design in recent years.
What is Connector Matching?
Connector Matching only works in Revit w/Fabrication Parts. If you’re not using Revit, you need not worry about it but setting it up won’t cause any issues either. It’s designed to place a matching connector on pipe after you cut in a fitting when modeling in Revit. CADmep, ESTmep and CAMduct will simply ignore the settings.
As an example, if you’re drawing a welded piping system and want to break it with a Grooved coupling, Connector Matching places the proper grooved connector on the end of the pipe when the Coupling is placed. This helps us build a system with Welded Pipe Spools that’s assembled in the field with Grooved Couplings…a very common activity in mechanical construction.
When Connector Matching isn’t configured, you’ll have issues cutting in things like a Grooved Coupling into a Pipe that’s part of a welded system.
Configuring Connector Matching
The reason many don’t know about connector matching is because it’s hidden. None of the 3 views (Manufacturing, Costing & Drawing) display this option.
To set Connector Matching, you Right-Click on a connector that’s configured for the Item you need to match. In this case, it’s a Victaulic 77 Coupling.
You can see the Matching Connector is set to “Same” by default. That’s certainly not what we need so select that menu option.
You can see now the Matching Connector is set to a Grooved Connector. So every time an Item with the “VIC_Coupling 77” connector is cut into a piece of pipe, the pipe will get a “VIC_Groove” connector.
Added Configuration to Make it Work
Above, you set the matching connector. Unfortunately, that’s not enough. There’s some added configuration to verify to ensure that it works.
One of the requirements of Connector Matching is to make sure the Pipe’s Connectors are NOT locked and defaulted to the connectors they should use. In other words, ‘Set’ but not ‘Locked’.
Here’s what your Pipe ITM most likely looks like…
What I recommend here is, Unlocking only 1 of the Connectors and Clicking OK. After you do that, go back and edit the ITM again and take a look at the Connectors.
You can see here that after Unlocking one of the Connectors and Clicking OK, going back to edit the ITM the Connector changed to “None”. This is a tell tale sign that there’s yet another thing you have to change to make it work.
In some Configurations, people have the Specification set to drive the Connectors. This is most commonly done for Sheetmetal but you see it in Piping as well. In the following image, the Piping Specification is configured to set the Connector to “None”.
What we need to do here is set the Connectors in the Breakpoints to “Not Used”. Note, if the Connector you unlocked earlier didn’t change to something other that what it was, you most likely don’t have this issue but still could…it could just be configured to use the Connector the ITM was set to.
You might have to hunt around for which settings apply. It could be on the ‘Any’ material or a specific material the ITM is using. The ‘Valid For’ could have it in ‘All Types’ or ‘Straights Only’. It’s possible too that you don’t have any breakpoints in the Specification at all. If that’s the case, then your Specification is likely already good. But if it’s not, simply ensure the Connectors are all set to “Not Used”.
Once your Specification is setup correctly (if it was a problem in the first place) you can go back to your ITM for the pipe and unlock both connectors but leave them set to the Connector it typically uses.
Once everything is set properly, Revit will then let your Grooved Coupling be placed in the run of pipe.
If you Double-Click on one of the pieces of pipe, you can see the Connectors are now set to a Groove for the end where the Coupling is.
A Final Word
Note that these settings were added in 2020. If you’ve had your Database configuration a long time, they’re likely not set. Even Autodesk’s ‘Out of the Box’ configurations that shipped with 2024 don’t have these set. So you’re pretty much on your own to make it work.
If you do ANY Administration of your Database Configuration in 2019 or earlier, these settings will be lost. As I’ve advised many times earlier, pick a version for Administration and stick to it. If you have Admin permissions and use 2019 or earlier, all those settings get lost and because they’re not displayed, you won’t really know.
You can use these settings for all kinds of things. They don’t have to be limited to Grooved Couplings. Changing the end of Steel pipe to Threaded when Cutting in a Threaded Coupling, Threaded Adaptor, Threated Tee, Threaded Valve, etc. All of these things should have their connectors looked at and Matching setup. Just about any of those types of fittings in all materials should have Matching set.
I run into a number of people who have had problems with Riser Clamps and Revit Fabrication Parts. I have as well. Here’s how you can work around them…fairly easily.
Problem #1 – Clamp Will Not Attach to Vertical Riser
The first problem I see is with Riser Clamps not attaching to vertical pipe. I’ve seen some creative workarounds. From just placing a clamp in space and moving it to near where it should be to using a modified form of a Grooved Coupling pattern. The following video shows what that would look like if you have this issue.
The fix for this issue is fairly simple. First, make sure you’re using Pattern Number (CID) 838. This is the original Hanger pattern that will allow you to make just about any hanger. Secondly, ensure that you select the ‘Slide‘ option on the pattern.
This is the ONLY Hanger option that will work for vertically oriented pipe.
Once you use the proper option, you can observe that a Riser Clamp will attach to the vertical pipe. This can be seen in the following video.
The second Riser Clamp’s configuration uses the ‘Slide’ option. This allows us to attach it to vertical pipe. This sets us up well for the next issue….oversizing.
Issue #2 – Oversized Riser Clamps
The second issue is that if you set your Insulation Specification’s material to Oversize Hangers, the Riser Clamp will also oversize. This isn’t something you do with a Riser Clamp. Many of us have brought this issue to Autodesk on several occasions, yet they seem to struggle with understanding of our need for an option in this pattern to “ignore” oversize.
Luckily, with a little added work and user intervention, we can work around this. To resolve the issue, create a secondary Riser Insulation Specification with a material that does not oversize hangers.
To do this, you’ll need a duplicate of your Insulation Material. In the image below, we configure the insulation on the right not to oversize for systems where we do not require thermal pipe inserts.
Once you have a secondary Insulation material, you can create the Insulation Specification for the Riser.
Now, all you need to do is override the Insulation Specification on the Riser (vertical pipe) before placing the Riser Clamp. You can see this in the following video.
You can see how the vertical pipe get’s a pipe sized Clamp, where as the horizontal pipe will still oversize because we didn’t change it’s insulation specification.
I’d like to thank Kevin Allen and William Tucker of Comfort Systems USA for pointing out this embarrassingly simple workaround for Insulation Specification that seemed to escaped me.
One of the more annoying things users find with upgrading Autodesk Fabrication is losing their customizations. Things like column configurations in the old version do not magically appear in the new version.
But this problem is actually fairly solvable. You just need to know where to look. And those settings are located in a local folder on your system. They’re USER specific….VERSION specific and PRODUCT specific. Here’s where you’re going to look…
Each user will have a folder for the version and product they’re using. If the Version/Product isn’t there, that means the product is not installed or that combination of Version and Product was not run yet.
So as an example, if you’re using ESTmep 2021 and have your columns all configured, you’ll find that folder. But if you just installed 2024 and not run it yet, ESTmep 2024’s folder may not be there. If it is, the settings will not be the same.
In our theoretical example of upgrading from ESTmep 2021 to ESTmep 2024, you’ll copy the folder/contents from 2021 into 2024. If the ESTmep folder doesn’t exist in 2024, just copy the entire folder.
You can even copy the contents of ESTmep to the CAMduct folder. This would make the column configurations the same for those two product to be the same. You can also copy a product version from one user to another user. Either on the same computer or a complete different computer.
The folders may have different numbers of file between them. They control different things. The lack of a particular file within the Product folder means a particular feature wasn’t customized.
You could play around using trial and error and see exactly which file controls which settings. But I’ve personally not found that to be worth the effort. I just copy them all so I know that my new install is the same as the prior.
Another thing I usually recommend to people upgrading, is find the person who’s settings you want to use. Save those folders somewhere on the network for easy access. When you install/upgrade other users, copy them from the network local to the person you’re setting up.
Using this technique, you can easily keep your Fabrication product customizations consistent…version to version, product to product, user to user and computer to computer.
Fabrication 2024 is out. I’ve updated all the reference information to include 2024 formats. As has been the trend the last few years, little has changed. Summary below…
I’m occasionally asked how one would add one of every size in a product list to their job. This very easy using ESTmep or CAMduct. CADmep however does not have this capability.
Here are the steps….
Step 1: Start ESTmep / CAMduct with a blank job.
Step 2: Go to Item Folders and navigate to the folder with the ITM(s) you wish to takeoff all sizes for. Select all the ITM’s and press CTRL+SHIFT+Right-Click and select Takeoff All Product Sizes.
Step 3: Go back to the Items tab and review all the sizes of each item you selected.
Why Would You Do This?
There’s several reasons this may be helpful to you.
Any Size with dimensional errors is quickly found
A simple report shows you where you may have holes in your data (Price, Labor, Product Info, etc.)
Produce a quick MAJ that can be opened in CADmep (OpenJob) to measure each size to ensure dimensional accuracy.
If the option is grayed out/disabled, you’re one or more of the ITM’s in your selection is NOT Product Listed. For this to work, all items you’ve selected must be Product Listed.
I have a lot of people contact me and ask about software tools. They usually only know of some of them but not all of their options. Often they don’t fully understand what all they do or don’t do and how they may compare to each other.
So I figured I’d throw together a little summary of the better options that I’m aware of. There’s others out there but they’re really not penetrating the market or working toward integrating with other solutions near as I can tell. OR perhaps I’m just clueless and haven’t run across them yet.
I’ve listed the tools below in Alphabetical order to minimize suggestions of bias hopefully. But I tend to be pretty opinionated so take that for what it’s worth.
I’m sure everyone I’ve listed below will have issues with my descriptions to some degree and that’s ok. While I personally know many of people involved with these companies, I’m not an expert on their solutions. I highly recommend you talk to all of them and ask them your specific questions.
Note: I have not listed machine tool specific software like TigerStop‘s TigerTouch or Watt‘s new 3dPP Software. If you have tools like those, you likely already have those software options available to you and are familiar with them.
Other tools specific for Duct fabrication like Autodesk Fabrication CAMduct or Trimble ToolShop (Vulcan) are not covered because the Sheetmetal trades have been using them for years and are quite familiar with them.
The last thing to note is that just because a few solutions have an ‘X’ in the same column does NOT mean they even come close to addressing that category the same way or equally as well. Just that the tool helps with those major/broad categories I’ve listed. These tools do much more than I outline, I’m just covering some of my major observations. Review software demo’s and workflows closely.
Allied BIM is a great group of guys. They’re a little smaller than some of their competitors but don’t let that fool you. They integrate with more variety of machine tools than their larger competitors. So what do they do?
Fabrication Center – This is your production management system. Helps you keep track of what you’ve fabricated, what’s in process and what’s in the pipeline.
Fabrication Desktop – This is a machine control application that integrates with their other tools. It’s a huge upgrade to what you’d get out of the box from TigerStop or Razor Gauge.
Fabrication Tools – Help automate model and drawing production, spooling, etc. all in Revit. (you know, all those things Autodesk should have done but didn’t).
Allied BIM also sells machines last I knew. I’ve seen one of their setups and I tell you…if you want “White Glove” treatment and support….these are your guys. I don’t know anyone else installing a camera so they can remotely watch and assist your team on the shop floor. As they started out as a set of in house tools as a fabricator, they’re also the only company I know who’s run by guys who actually worked production. They’ve also recently partnered with ATG USA (Autodesk Reseller) to help support their sales efforts.
While a well known Autodesk reseller, they’re the new kid on the block competing against eVolve MEP. It’s hard to describe but while they’re competing against eVolve Mechanical, they’re approach to tools they’re building seems quite different. I’m pretty impressed with what they’re doing and where they’re going. General feel is instead of big complicated commands that you use once in a while and do a lot, theirs are more a suite of simpler more elegant tools that you’re going to use again and again putting money back in your pocket.
Here’s a few offerings under the “BIMrx” branding…
BIMrx Core – A lot of general Revit management tools.
BIMrx Fabrication – Modeling automation and efficiency. Focus here is on Fabrication ITM workflows.
BIMrx Fabrication DBS – Don’t have a Fabrication ITM database? Here’s one you can just buy vs build yourself.
BIMrx MEP – Modeling automation and efficiency. Focus here is on RFA/Family workflows.
Microdesk has other offerings too but they’re not focused exclusively on MEP so I’m not going to cover them. I do however encourage you to take a look.
Formerly known as WebDuct, they started out as a field ordering tool for Ductwork and other materials. Their Ductwork workflows have various integrations to CAMduct, ToolShop(Vulcan), PractiCAM, etc. But don’t let their Sheetmetal origins fool you. They’re a material logistics tool (pipe, consumables, tools, etc.) that integrates into a number of ERP systems used by MEP contractors like Viewpoint, Coins and others.
One of their more recent additions is an online duct builder which might be a good competitor to GTP’s FieldOrderZ. But because of their field logistics focus, they’re not really competing against Msuite, Stratus Connect2Fab or Allied BIM….yet. There are customers of those products that also using BuildCentrix.
One of the new players in the Fabrication Content space is ENGworks Global. They build a lot of content directly for manufacturers. If you download content from a manufacturer, there’s a good chance it may be theirs. In early 2023, they’ve announced their product Fab360. This is their offering of a full blown database for Autodesk Fabrication. I’ve not personally reviewed their offering due to an NDA with another firm operating in this space (not on this list). None the less, don’t dismiss this casually. There’s a couple very well respected Fabrication experts associated with this company in recent years so I would expect this to be a quality offering.
eVolve MEP is a company and suite of tools spun out of Applied Software. Applied Software ended up picking up Fabrication support after TSI’s demise when they acquired Enceptia (formerly DC CADD).
Their bread and butter (among other things) are tools to help model authoring, spooling, hanger placement, etc. Once again, this is a company that really shouldn’t exist except for Autodesk’s inability to listen to customers. They’ve built all the things you’d need and more to model with ITM content in Revit in contrast to Trimble’s RFA/Family based SysQue. On the ITM side, Microdesk is really the only major competitor with MSuite’s FabPro and Victaulic Tools taking a good sized bite of the apple too.
eVolve Electrical – Electrical based model authoring and automation. Not sure but I think this is RFA based.
eVolve Materials – This is a materials management and procurement system.
eVolve Mechanical – ITM based model authoring and automation for duct, pipe and plumbing.
eVolve Origin – This is eVolve’s custom prebuilt ITM Fabrication database.
GTP’s Stratus product is another one of the big competitors in the production managements space. Their differentiator IMO started as a focus on machine tool integration but as other’s have caught up, it’s become their ability to highly customize the system. This makes it a bit unwieldly to manage but if you master it, you can make it do a lot of things nobody ever envisioned and things their competitors can’t do. This flexibility also makes it a little easier to incrementally implement IMO as opposed to a larger more encompassing rollout common with other software implementations.
Here’s some of the products GTP offers…
FieldOrderZ – This is a newer offering designed to facilitate ordering materials and even field based sketching of fabrication. It does intigrate w/Stratus but can also be used standalone.
GTP Connect – This tool is designed to facilitate procurement from models.
Stratus – This is GTP’s production management system. Works with CADmep or Revit as well as both RFA and ITM content. While GTP doesn’t have Spooling solution inside Revit, you can Spool completely within Stratus.
Syclone – This is a tool used to import PCF file into Revit to generate a model. PCF is a format that can be exported from a number of applications to exchange piping component data.
Wireworks – This is GTP’s model authoring tool but it’s specific to Electrical only. content in Stratus. There is no equivalent for mechanical that I’m aware of.
HangerWorks Pro is a Revit Add-In to help with Hanger placement and modeling. It was originally written by GTP for Dewalt. It then disappeared for a while and it’s just recently resurfaced again but completely rewritten by the developers at MSuite from my understanding. I’ve not seen what the new rewrite looks like but do have a demo scheduled.
MEP Track is another new production management system on the market. But it’s not like any other. Developed with a smaller contractor in mind, its production management without breaking the bank. It uses exports from CAMduct and ESTmep and leverages the data to enhance your production management capabilities. But don’t let their smaller budget conscious focus fool you. MEP Track integrates with CAMduct and your duct fabrication process way more than any of the other 1″big players” in this space.
Manufacton was really one of the first ‘Production Management’ solutions available in the industry. I’ve been told their original founder was from Autodesk and a lot of their funding came from some Autodesk insiders. However, unlike their 2 primary competitors at the time (MSuite and Stratus) they really seemed to struggle to gain market share in MEP. When I had my demo, they weren’t even able to tell me who any of their MEP customers were…I ended up telling them who they were.
Ultimately they looked for a buyer and were acquired by Vizz Technologies. I’m not familiar with Vizz Technologies or where they’ve taken the product since. However, it still appears to me to focus more as a high level, generic (not MEP focused) production management tool. Executive management may really like it but it doesn’t appear focused as much on the end users in Detailing or the Shop like you see with Allied BIM, MSuite, Stratus. Still, it’s worth a look of you’re looking for a solution to help manage your shop.
MSuite is one of the big players when it comes to production management. If you’re looking for a solution and don’t look at them, you’re not doing your due diligence. They have a number of things they do but the big differentiator of MSuite in my opinion is their incredible focus on productivity. If managing the labor (productivity/scheduling) for your fabrication and install is your focus, there’s nobody that does it better IMO.
I hear a number of Union contractors dismiss Msuite claiming they’re not allowed to “track labor” but I find this a bullshit argument and excuse personally. There’s a number of union contractors using MSuite including some of my friends working at one of my competitors locally. I’m more than happy to put you in touch with a number of users if you think production tracking and scheduling is an issue.
Here’s a high level list of some of their tools…
BIMPRO – This is MSuite’s set of tools for Model authoring. Spooling automation, Hanger Layout and more.
FABPRO – This is MSuite’s production management system. Track everything your shop fabricates and have complete visibility to the labor effort it takes. Works with both RFA and ITM workflows.
FIELDPRO – This is MSuite’s tool for tracking in the field. What’s been received…what’s been installed.
While MSuite has it’s roots in MEP, you’ll also see they’re making more headway in the industrial space than their competitors (IMO) near as I can tell. If you also do industrial work….take a serious look.
In a further boot to their credibility and playform, on May 13, 2022 MSuite announced they were acquired by Stanley Black and Decker. I’m expecting to see development excelerate even more with Stanley backing this suite of tools.
PypeServer is a little more difficult to explain. Most are familiar with it is from it’s early days as the programming and control system for Watts pipe profiling machines. But it’s changed in recent years and you’re likely not as familiar with who they are today.
Watts has since moved to using their own software 3dPP for their new machines. 3dPP looks to me like an almost identical clone (a very strong nod to PypeServer IMO). But PypeServer now supports a lot more machines…
Pre-2020 Watts
HGG
Machitech
Vernon
TigerStop
RazorGauge
At it’s core, PypeServer is most similar to a CAM program but yet it’s still quite different. So lets try to explain…
How PypeServer is different than other CAM programs from my perspective is their approach to a variety of things. For starters, most CAM programs output a CNC file for programming a part. PypeServer uses a database which can be used to recall production run parts or even queried to run reports on past production.
They also are starting to heavily leverage the cloud to facilitate data transfers eliminating the need to manage lots of files to program parts. One added benefit to this is it makes this a LOT easier to install a machine safely in your corporate network without having to add it to your domain and deal with antivirus or firewall issues that can affect machine performance. Instead, give it a connection to the web and that’s all your IT needs to do.
Another key distinction is that most CAM programs at best import exports from other CAD systems. PypeServer goes out of their way to integrate with others. Their list of importers is impressive. Each custom tailored to the CAD system they’re designed for. The Stratus import as an example, works automatically without the need for any operator actions. This minimizes the work within PypeServer to program the parts.
Another example of this is the ever growing list of Addin’s for other CAD systems to export more streamline the workflow. For our industry, their Add-ins for AutoCAD and Revit will push data to the cloud where it’s easily imported into their products without the need for file management. Here’s a rundown of their core products…
PypeServer Connect – This is their Addin that exports parts from Revit, CADmep, Plant3d to PypeServer Lyte or PypeServer Enterprise.
PypeServer Enterprise – This is their original program that’s used for Pipe Profilers.
PypeServer Lyte – This is their newest addition used to drive linear cutting equipment like TigerStop and RazorGauge.
In the interest of disclosure, I am on PypeServer’s Board of Advisors. That means that for whatever reason, the listen to my ramblings about the industry. They’ve not in any way compensated me to write this and I’ve not submitted anything written here for their review. These are just my thoughts…consider them bias or not as you see fit.
This company’s focus is field ordering of Duct and other accessories, hardware & material from the Field to Shop. Their application elminates the need for paper orders, spreadsheets, emails, faxes and phone calls for a more error free experiance eliminating the wasted time of traditional procurement methods.
I’ve been a big critic of Trimble for a long time. They’re history of buying multiple solutions, allowing them to get obsolete and then buying new ones always bothered me. However….I’m seeing signs of a new Trimble. A Trimble that’s interesting in bridging their solutions together and providing more open access via API’s an integrations.
So imagine my surprise to see their new Connect2Fab product in Tampa this January at the MEP Innovation conference. This looks like it’s going to go head to head against GTP’s Stratus, Msuite and Allied BIM.
So it’s new and that likely means it’s not as mature as some of their competitors. But it looks good and is impressive for just getting out of the gate. Considering all the other things Trimble offers in the market, this should be considered a real threat to competitors and a viable option for contractors.
Trimble’s other main tool is SysQue, their Model Authoring offering. Unlike eVolve Mechanical that’s focused in ITM/Fabrication Part workflow, SysQue is based on Revit’s RFA content. SysQue comes with it’s own content making it an attractive offering to many who don’t have the time, skills or money to invest in making their own.
Once again, this is a tool that shouldn’t need to exist except for Autodesk’s gross neglecte of the MEP contractor industry. But if you want to do fabrication modeling in Revit efficiently, you’ll need something so it’s worth a serious look.
Let’s face it…Trimble’s had everything they’ve needed and more to compete directly against Autodesk for some time. But their offerings didn’t integrate well and that wasn’t ever really a big strategy within Trimble. But that seems to be changing….from Detailing w/SysQue, Content (RFA & ITM), Submittal Management, Estimating, Collaboration and even ERP….imagine if (when) all that’s connected.
If Trimble manages to pull this off well and repair some of trust they’ve lost with some customers in the past, they’ll be well positioned to knock Autodesk flat on their ass IMO. Autodesk rarely shows up with a booth to any event with actual trades people in attendance. On the other hand you always see Trimble with a well staffed booth. I suspect you’ll see where this is going and how much traction it’s getting within 2-5 years.
BuildingData – This is Trimble’s Fabrication ITM content library. Hands down, the largest collection of ITM on the planet.
Connect2Fab – Trimble’s new Production Management solution for managing your shop from models.
EC-CAD – This is Trimble’s AutoCAD MEP based modeling tool (Formerly East Coast CAD)
MEPContent – This is Trimble’s AutoCAD Block, IFC and RFA content library.
SysQue – Trimble’s Revit Addin for Model Authoring
Note: In the interest of disclosure, I’m not a user of SysQue and RFA content for MEP fabrication modeling. I use ITM content. That said, a lot of folks think I’m anti-SysQue. That’s not the case. I actually was involved in it’s early beta testing/development at a past employer. It’s a perfectly valid tool and is the right tool for many companies. The only thing I was ever against were some of the early marketing tactics like “Native Revit” and other bullshit sales tactics which for the most part have ceased now that Trimble acquired it.
Victaulic Tools is another interesting software offering. They’re not really a software company trying to capture the fabrication modeling market. Rather they built the tools in large part for their own BIM Services group and they sell them for a very modest cost to customers. Regardless of which tools people buy, they often also buy Victaulic tools due to it’s low cost and very helpful utilities.
Virtual Building Supply (VBS) provides ITM content for Autodesk Fabrication users. Whether you work in CADmep, ESTmep, CAMduct or Revit with Fabrication Parts, if you need ITM’s added to your database, VBS is a good source of high quality content. If they don’t have what you need, reach out and they’ll quote you to build it. Unlike many other content providers who provide “subscription” content services, VBS content is a “buy it once” model.
VBS also will provide a full database if you are in need as well. They’ll even manage your database. So if you need a full database or just a few ITMs, they’re well worth looking at.
Summary
So that’s my list of many of the major software tools available. There is no perfect solution. Many can be used alone or in conjunction with the others on the list. Some are even both competitors and partners with each other.
I really encourage everyone to look at all these tools if they address the issues they’re trying to solve. Just don’t get caught up on buzzwords. There’s a lot of users in the industry that will give you the pros and cons of each of these tools.
Autodesk has undergone numerous modifications to its licensing models over the years, leading to increased costs for customers. However, there are now three new developments that make it easier to reduce licensing costs, especially for those who previously used Network licenses. These developments are:
The elimination of FlexLM Network Licensing
The introduction of a new, consumption-based Flex Licensing
The integration of analytics into the Account Management Portal
By leveraging these changes, it is now possible to reduce licensing costs in a more cost-effective manner. Let’s take a closer look at each of these developments and understand the opportunities they provide. Numerous customers have reported savings of up to 30% on their renewals by implementing these concepts.
1) FlexLM Elimination
Autodesk made changes to its licensing model with the elimination of FlexLM Network licensing, offering a 2-for-1 trade-in of existing network seats to named user licenses. This resulted in reduced visibility on individual software usage and, in some cases, caused customers to become over-licensed. The absence of clear usage information prompted customers to purchase additional seats at full cost as they expanded their staff, leading to the likelihood of customers with large pools of network licenses having more licenses than necessary.
2) Rollout of ‘Flex’ Token Consumption Licenses
Autodesk introduced Flex licensing as a replacement for FlexLM. With this model, you buy a volume of tokens. Each product has a set token cost. Usage consumes tokens per day per user per product. The same person can use different versions of the same product or a different computer without consuming additional tokens. Only using a different product or on a different day will result in additional token consumption. No cost is incurred if the product is not used. This licensing model is more cost-effective than full-cost assigned licenses for part-time users, although less flexible than previous network licensing.
3) Usage Analytics
Autodesk recently made license usage analytics available to all customers, not just those with Premium Support. These analytics let you monitor how your Autodesk licenses are being used among your users. Although they may not have the same level of data accuracy as FlexLM, they still provide valuable information to help you determine if the Flex Licensing model is more cost-effective for a user compared to a dedicated named user license.
However, to effectively compare costs with named license products, you need to consider the usage mix of products in a Collection. The Autodesk Management Portal’s Usage Reporting displays product usage but can be difficult to understand with a mix of products used by the same user. Some resellers offer PowerBI reports but still face the same challenge.
A better approach is to examine past usage and assign a theoretical cost under Flex licensing. You can easily compare this number to a named user license to determine what’s best for a given user.
I’ll share a simplified process. Those with basic Excel knowledge should be able to perform the analysis. For more detailed instructions and an opportunity to learn something new, I’ll also provide a step-by-step guide using Excel’s Power Query feature. There are various methods to gather the data, but many Excel users are unfamiliar with Power Query. I suggest giving it a try, as it quickly streamlines data collection with a short learning curve. Plus, using Power Query, you can easily update source data for instant updates.
Analysis Steps – High Level
To perform an analysis, here are the high-level steps to follow:
Get a Usage report from Autodesk’s Management portal, selecting the option that reports daily usage for users over the entire last year.
Open the report in Excel, remove unwanted columns and keep only the user’s name/email, product, date of usage.
In another tab, create a Rate Sheet using the data from Autodesk’s website, including the product, number of tokens and daily cost.
In the Rate Sheet tab, search and replace extra data in the daily cost column to leave only the dollar amount.
In the Usage tab, add two columns for the number of tokens and cost.
Use VLOOKUP to find the product in the Rate Sheet and import the related data into these columns.
Create a Pivot table and adjust the data fields to display total cost for each user.
Compare the “theoretical” Flex cost with the cost of a full license for easy evaluation.
That’s it. You can ow see which users are “Cheaper” under Flex than the cost of a dedicated named license.
Analysis Step – Detailed w/Excel Power Query
If you want to learn Excel’s PowerQuery or have a more detailed explanation, this section is for you…
Step 1
Go to your Autodesk Account Management portal. https://manage.autodesk.com Here you’ll see Usage Reporting (A) if you’re an Account Admin. You’ll want to change the duration for the full year (C) and make sure you’re looking at the correct Team (B). This then displays high level stats and more detailed drill down information further below. Click the Export button (D) to export usage data.
Step 2
When you get to the Export page, you’ll see there’s a report being generated automatically. This is the with “Usage Report” in the category. You do NOT want this report. This is a summary report. Instead, you’ll want to use the options at the top of the page and generate a ‘Usage’ report. If you select all options, you’re report will say “All” although for this purpose, those other data points aren’t needed.
Download this report when it’s finished generating.
Note, you can get to this Export page from the “By Product” section too.
Step 3
Start Excel and create a new Spreadsheet in the same place you downloaded your usage report. In the new spreadsheet, create a Token Rate sheet consisting of the product name, number of tokens and daily cost. You can copy and paste this from Autodesk’s site linked earlier. Clean up the data and rename the spreadsheet tab something meaningful. When you’re done, it should look something like this.
Step 4
Now we’re going to use Excel’s Power Query functionality to merge in our exported data. The benefit of doing it this way is that you can replace your export later with new data and not have to do all these steps. It’s merely referenced into the Spreadsheet you’re working in. Select Data (1), Get Data (2), From File (3) then From Excel Workbook (4).
Step 5
Select your usage report that you downloaded from Autodesk (1) then click Import.
Step 6
Next, Excel will examine your spreadsheet for data sources. Select the “Usage” Tab (not Users) and click “Transform Data“.
Step 7
This brings up the Power Query Editor. Here’s where Power Query makes it very easy to clean and scrub your data step by step so you don’t have to alter the source data. This means you an update your source data anytime, and Power Query will perform the same cleaning steps.
Step 8
Next, we’ll start removing columns we don’t want. Right-Click on the header of the first column and select Remove to remove that column. You’ll notice on the list of steps on the right, there’s another entry added.
Step 9
When your done, you should have only the following columns remaining…“first_name”, “last_name”, “email”, “product_name” and “day_used”. We could go further, but for now, let’s see what this looks like. Click Close & Load to import this cleaned up data into your Excel Spreadsheet.
Step 10
Excel closes the Power Query editor and loads your cleaned up data into your spreadsheet. It’s not actually “in” your spreadsheet, it’s referenced from the usage report you downloaded from Autodesk and Power Query cleaned and filtered it before displaying it. You could replace the usage report 2 months later with newer data and this spreadsheet can then be refreshed to show you the latest information.
Next, we’ll add a few more columns. To get back to the Power Query Editor, Right-Click on the Connection in the palette on the right and select Edit.
Step 11
The first column we’re going to add is one that concatenates the “first_name”, “last_name” and “email” fields together. This isn’t really needed, but I like to see both the name and email. This will help combine them in the Pivot table we create later. The name is helpful to know who the user is, but Autodesk accounts done times it’s easier to use the email. That’s why I use both. Especially if your company’s email format only includes the first letter of a name.
To start this process, select Add Column, Column From Examples then From Selection.
Step 12
In this step, select the columns you want to combine. Here it’s “first_name” (1), “last_name” (2) and “email” (3). This tells Power Query which columns you’re going to pull from. Next, Double-Click on the header of the new column on the right (4) and edit the column’s name to “user_data”. Next, Double-Click the first open cell below that header (5) and start typing an example of how you want the data to look. Here, I type “Emma Thompson / Emma.N.Thompson@pretendinc.com”. Power Query is looking at the columns I selected earlier and the example text I typed to determine which fields to combine along with any extra data like the space or slash I’m using for formatting. Next, press Control-Enter to fill the examples in the rest of the cells. Once complete, click Ok (6) to insert the new column.
Step 13
You’ll see the column added to the Power Query Editor. Next, let’s load that back into Excel. ClickHome then Close and Load to load this query into Excel.
Step 14
Now that you’re back in Excel, you can see the data column that was added. Your source data however is not altered. Next, we’ll need to create another query for our Rate Sheet tab. This is just raw data. It’s not intelligent so we’ll make a query of it to give us more power.
To do this, we’ll make it a Table so Power Query can more intelligently pull data from it. Select the Rate Sheet tab (1) in your spreadsheet. Next, Click Insert (2) then Table (3). Excel should find all the data in the sheet and automatically enter the range into the popup dialog when you can click OK,
Step 15
Excel turns your data into a Table which is a more intelligent object. From here, we’ll rename the table to something more intuitive. Click Table Design (1) then in the Table Name edit box, type “RateSheet”.
Step 16
Next, let’s make a new query of this table. Select Data (1), Get Data (2), From Other Sources (3) then From Table/Range.
Step 17
You’ll see Power Query brings in this table into the editor. Notice on the left in the Query palette the name RateSheet. This was a result of renaming the Table earlier otherwise you would have had a generic name that wasn’t as intuitive. You can rename Tables later but Power Query doesn’t see those renames and it’ll break your query.
We really don’t need to do anything with this query on the RateSheet. It’s there really for the next step where we merge those two queries together. Right-Click (1) on an open area of the Query palette. Select New Query (2), Combine (3) then Merge Queries as New (4).
Step 18
From the merge dialog, select Usage (1) in the first dropdown list. Next, select the product_name (2) column. This is the data we’re going to use to lookup in the RateSheet. Next, select RateSheet (3) in the dropdown list and then the Product (4) column. Finally, we’ll tell it how to merge the tables by selecting Left Outer (all from first, matching from second) in the Join Kind dropdown list. Once everything is configured, ClickOK (6).
Step 19
If you scroll to the right (1) you’ll see the new column we added from the merge. On the left, Right-Click on the Merge# query and rename it to PivotData (2) so it’s more meaningful. Next, select the newly added column RateSheet (3). You’ll see that the data in the cells says “Table”. This merged in the entire row into a single table in that column. We want access to that data so it’s expend it by selecting Transform (4) and then Expand (5).
Step 20
You’ll get a dialog asking which columns you want to expand out of that table. We’ll unselectProduct (1) because we already have that in the usage data. We’ll leave Tokens (1) and Price (1). Clear the RateSheet text from the Defsult column name prefix (2) edit box than click OK.
Step 21
You can now see the Tokens and Price columns added to this query. This really just looked up the value in the product_name column in the Usage query, found the corresponding value on the Product column of the RateSheet query and pulled in it’s Token and Price data.
Step 22
Next, we no longer need some of the columns. Scroll to the left (1) and right click on the first_name(2) column and select Remove. Repeat for the last_name and email columns to remove them. This will clean up the data out Pivot table will use.
Step 23
We’re finally done cleaning, filtering and augmenting our data. Let’s click the Home tab (1) and then Close & Load.
Step 24
We’re now back in Excel and our last two queries were added as separate tabs. You’ll see that we have a tab named RateSheet (no space) and Rate Sheet (with space). The one with the space was our original data we turned into a table. The one without the space is our query of that original. In hind sight, we perhaps could have named it RateQuery to make it more intuitive. You could try to rename it now and see if it breaks your queries. If it does, you could try fixing or deleting and doing them over. Or you could leave it which is what I’ll do.
We’ll hide the unneeded tabs by using Right-Click and selecting Hide for the table Rate Sheet (1), RateSheet (2) and Usage (3). Next, we’ll make out Pivot Table be selecting Insert (4) then Recommended Pivot Tables (5).
Step 25
In the Recommended Pivot Tables dialog, you can scroll through and pick one that looks close. I rarely do that. Instead I just pick one and worry about modifying it later. Here I pick the first one (1) and then click OK.
Step 26
Here, you can see out beginning Pivot Table. It’s not too far off but we can improve it. For now, we’ll just rename that Sheet1 tab to something more meaningful like Analysis Pivot by right-clicking on the tab and selecting Rename (1).
Step 27
To update the Pivot, just drag fields from the PivotTable Fields section (1) to the Filters (2), Rows (3) and Values (4) sections. If you add to the Filters section, it shows up on the Pivot Table. I tend to leave it blank as I can more easily filter multiple values elsewhere (I’ll show later). I’ve also formatted the entire Price column to display as currency.
The fields I have in Rows are user_data, product_name, days_used (Year) and days_used (Month). Note that in our Pivot data we only had a date field. Excel automatically adds multiple fields to help you group dates. If this doesn’t happen, remove ALL the date fields from the Rows section and re-add the days_used, You should get multiple fields added. I typically remove the Quarter and Day.
For the Values column, I’ve added Tokens and Price. Once I get all the fields I want, I then do a little work on formatting. For starters, I make Column C/Price (5) formatted as Currency.
Step 28
Next, lets Right-Click on the product name data (1) in the Pivot Table and select Expand/Collapse (2) then Collapse Entire Field. This collapses everything down to the Product level.
Step 29
Remember when I said I prefer to filter a different way? Here, I can filter the products I want in my Pivot. Products that don’t use Tokens and aren’t in the Rate Sheet don’t appear (in case you were wondering). We’re not concerned with that. If they aren’t available with Flex licensing, there’s no need for analysis.
But if you look at the following image, you can when you hover over the product_name field there’s a little down facing triangle. Click on that to get to our filtering.
Step 30
In the filter dialog, I’m going to shut off all products (1) that are not in the AEC Collection as well as any product that uses zero tokens (see your token rate sheet). The remaining product I have (yours will be different) are AutoCAD, AutoCAD MEP, AutoCAD Plant 3D, Fabrication CADmep, Navisworks Manage, Recap Pro and Revit. You could leave on the zero token products if you like, I just didn’t want to type them all here! Once done, click OK (2).
Step 31
Next, I collapse all the data in the Pivot Table down to the user level (1). This was shown earlier in Step 28. At this point, you see the yearly total for all users in terms of both Tokens Used and the Price you would have paid if those users were theoretically on the Flex licensing model over the last year.
As you can see, Flex is a much more expensive licensing model for users who would be full time. The cost in the US for a full AEC Collection license is about $3000 annually. So anybody under that price would have been cheaper on Flex…maybe. Remember that “2 for 1” Network trade in Autodesk did? Those license are discounted significantly. Those discounted prices nee to be taken into consideration too. You may have users cheaper on Flex if they had a full dost license, but not if they were using a discounted license.
To help me run these scenarios, I add a Threshold price at the top (2) that I can plug a target number I’m looking to compare against. A new AEC Collection is $3000 so I build in a safety margin and use $2500 as my number. Anyone under $2500 I move to Flex. But I can also put in $1200 and see how somebody would compare to a discounted license.
Step 32
The last little “nice” thing I do that’s not required uses the threshold number I entered earlier. I then use Conditional formatting to color the values to more easily see what should and should not got to Flex.
Select Home (1), Conditional Formatting (2)then Manage Rules…(3)
Step 33
In the Conditional Formatting Rule Manager dialog, make sure This PivotTable (1) is selected from the dropdown and then click New Rule (2).
Step 34
In the New Formatting Rule dialog, select All cells showing ‘Sum of Price’ values (1), then Format only cells that contain (2), next set Cell Value (3) to Less than (4) for the cell =$C$1 (5) which is where you place the Threshold value you want to use. You can then change the Format (6) to Green and click OK (7). This will highlight all cells below your Threshold value indicating they’re likely Safe to move to a Flex license.
Repeat Step 33 and 34 to make another rule but change it to Greater than or Equal to (4) and the Format(6) to Red then click OK.
Step 35
When you’re done, your rules should look like this. Click OK.
Step 36
You’re done! Your data should look like this. You can now play with Filters, the Threshold dollar amount you want to use as your reference. You can even expand in and drill into each users data. Play with the Pivot Table values and experiment to get the data how you want.
Summary
Hopefully this was helpful. I was able to save over 30% on my Autodesk renewal this year by analyzing license usage by performing the following…
Check which users can switch to Flex.
Count dedicated license users who can’t move to Flex.
Buy 75% of the tokens needed for the Flex users.
Drop unneeded full cost product licenses.
Retained unneeded discounted licenses
Eliminated products completely if Flex covered all user needs
I kept extra discounted licenses from the 2-for-1 trade-in, which offer deep discounts till 2028. It’s hard to find discounts, let alone multi-year ones, so I believe these will cover future full-time user growth.
Some other companies I spoke with have also reduced their desktop software licenses by almost 1/3, using Flex for part-time users.
To run analysis using new data, just overwrite the report with the new data in the same format. Then, open your analysis spreadsheet and refresh all queries and pivots. I hope this helped you save and learn some Excel Power Query! Good luck!