In modern construction, efficiency depends not only on good designs but also on impeccable management. This is where BIM 2.0 comes in, connecting modeling in Revit with the flexibility of Odoo ERP. The goal: clearer projects, more accurate budgets and better control of the work.

Why integrate Revit with Odoo?

Traditionally, architecture and engineering teams work in Revit, while administration and finance are managed in an ERP. The two worlds are often disconnected, which causes errors that affect the time and output of the project.

With BIM 2.0 that gap narrows: model data becomes useful information for budgets, certifications and project control.

Learning step by step

Class 1: Export from Revit

The first step is to create material schedules in Revit and export them. This turns technical information into data ready for Odoo. The steps are:

  1. Have the Revit model finished with all its elements. It is important that each element has its assembly code assigned in its properties.

Revit model with the assembly code in the element properties

  1. Go to the View / Schedules / Material Takeoff tab and select the Multidiscipline option in the dialog box.

Creating a Material Takeoff schedule in Revit

  1. Select the columns for the schedule. In this case: Description, Code, Quantity, Material: Area, Material: Volume and Progress.

Selecting the columns of the quantity schedule in Revit

  1. Once the schedule is created, go to Home / Export / Reports / Schedules.

Exporting the schedule from Revit

  1. Save the file in .TXT format. In the next dialog box, uncheck "export title", choose the comma as separator and use no text qualifier.

Schedule export options in TXT format

👉 Watch the video here.

Class 2: Set up unit price analyses (APU) in Odoo

Once the data is exported, it is time to set up the Unit Price Analyses (APU) in Odoo. This way each material and resource has its real value.

  1. In Odoo, go to the BIM module / Data / Unit price groups.

Unit price groups menu in Odoo

  1. Create a new group with a code and a name. It will be represented as a section in the budget; inside the group, link the unit prices that make it up.

Unit price group form

  1. In BIM / Data / Unit prices click New, assign a code and a name and, in the BIM ID field, enter the assembly code you assigned to each element in Revit. Every Revit element must have its unit price.

Unit price form with the BIM ID field

👉 Explanatory video.

Class 3: Import budgets

With the schedule and the unit prices ready, complete budgets can be imported from Revit into Odoo. This way the model and financial management speak the same language.

  1. Create a project and, inside it, a budget.

Creating the project and budget in Odoo

  1. Go to BIM / Integrations / BIM Importer / Budget importer from Revit.

Budget importer from Revit menu

  1. Create a new record and, in the action type, select Create new budget.

Selecting the action type when importing

  1. Load the file exported from Revit and click Read data.

Loading the file exported from Revit

  1. Odoo generates the budget items, with their sections and line items, according to the groups and unit prices you created.

Generated budget with sections and line items

👉 Watch the tutorial.

Class 4: Progress certifications

Finally, the integration lets you import certifications from Revit into Odoo, which makes it easier to track progress and payments.

  1. Create the project stages.

Project stages in Odoo

  1. Go to Home / Certifications and, with the project and budget selected, click Load. Save when Odoo assigns the sequence code.

Creating the certification with its sequence code

  1. Create a new record in the importer and, in the action type, select Create new certification.

Selecting the Create new certification action

  1. Load the file exported from Revit, select in the Certification field the sequence created in step 2 and click Read data.

Loading the Revit file for the certification

  1. In the lines you can load the elements with their progress percentages, or bring them in as data from the Revit file. Check that everything is correct; in the BIM UoM column you can change the unit that will be created for each line.

Progress lines before generating the certification

  1. Open the certification: you will see the line items loaded with their progress.

Certification with line items and their progress

👉 Demo video.

To go deeper into how a certification is calculated, read how to prepare a progress certification step by step.

Beyond the technology

What is interesting about this integration is that it is not only about software: it is a change in the way of working. Architects, engineers and administrators can collaborate in a single workflow, reducing errors and gaining transparency.

Want to try it?

BIM 2.0 offers personalized demos for teams that want to take the leap. Direct contact via WhatsApp or through the contact form.

Conclusion

The combination of Revit and Odoo ERP with BIM 2.0 is a more integrated and efficient way of thinking about construction, with the budget, the certifications and the model speaking the same language.