QTOSetup Freemium

QTOSetup initializes the QTO data structure in a Revit project. It creates the required Shared Parameters, binds them to the relevant element categories, and writes the project's QTO configuration file alongside the .rvt. Run it once per project before using any other QTO command.

Prerequisites

A writable Revit project (not view-only, not detached read-only).
An active Revit transaction context (i.e. not running mid-export).
Freemium tier is sufficient.

How to run

On the AEC.codes ribbon tab, click QTOSetup in the QTO panel.

Revit ribbon — AEC.codes tab with the QTOSetup button highlighted in the QTO panel — The QTOSetup button on the AEC.codes ribbon tab.

UI walkthrough

QTOSetup main dialog with numbered callouts — The QTOSetup dialog at first launch.

Project info — read-only summary of the active .rvt.
Phases configuration — choose Single phase, SAL (Stato Avanzamento Lavori), or Custom.
Work Categories configuration — pick a categorization scheme for the project.
Shared Parameters section — Create / Verify / Atomic Erase. The Atomic Erase step is Pay-tier.
Run button — apply the configuration in a single transaction.

Fields / parameters

Field	Type	Default	Description
Project name	text (read-only)	from `.rvt` filename	Display only.
Phase configuration	dropdown	Single phase	Choose Single, SAL (Stato Avanzamento Lavori), or Custom. See Phases.
Work Categories source	dropdown	Built-in (Italian DPR 207)	Choose a categorization scheme. See Work Categories.
Shared Parameters action	radio	Create	Create / Verify / Atomic Erase. Atomic Erase is Pay-tier.
Atomic Erase confirmation	checkbox	off	Required if Atomic Erase is selected — Pay only.

What happens

Three things happen when you click Run:

A Revit transaction opens. The 18 QTO Shared Parameters are created (or verified) and bound to the active element categories.
An ExtensibleStorage schema is registered against the project document.
A configuration JSON file is written next to your .rvt as AEC_QTO_Config_<project>.json. This captures your phase, work-category, and catalog selections.

All three operations are atomic. If any step fails, the whole setup is rolled back.

Common scenarios

First run on a new project — pick defaults, click Run, done.
Re-running on an existing QTO project — the Verify action re-creates any missing parameters without overwriting existing tag data.
Resetting a project to clean state — Atomic Erase removes all QTO data. This includes the SP step, which is Pay-tier — see License & Tiers →. The ES step is Freemium.
Multi-phase project (SAL) — choose SAL in Phase configuration and configure the SAL phases in the next step.

Troubleshooting

Run button is greyed out

No active Revit project, or the project is read-only.

Shared parameter creation fails

Another add-in may hold an exclusive transaction. Close other add-ins and retry.

Config file not written

Check folder permissions on the .rvt parent directory. The add-in needs write access.

Atomic Erase is greyed out

Pay tier required (disabled during Beta).