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Lesson Plan – Revit Intro

Lesson Overview
This lesson explains the main components of
Autodesk Revit software. It begins with
illustrations of model objects, mass objects,
dimensions and the ribbon interface. There are
exercises that demonstrate how to work with the
properties of views and model objects, and how to
create your own building elements.

Software: Autodesk® Revit® 2015


Time: 1 to 2 hours
Level: Beginner
Datasets: Imperial included

Concepts Addressed
 Conceptual Design by Sketching Building Elements
 Conceptual Design with Mass Models
 Annotations and Dimensions
 Display and Navigation
 Working with Views and Objects

Learning Objectives
After completing this lesson you will be able to:
 Navigate the user interface: View window, Project Browser, ribbon tools, Options Bar.
 Place, locate, and modify model elements
 Use dimensions to control model elements
 Place and modify mass elements
 Create building elements from mass elements
 Open different views
 Change view displays
 Change view properties
 Adjust Advanced Model Graphics
 Access, load, and place a family from a library
 Change type properties of a family
 Create an in-place family

Exercise Index

Exercise 01 Display and Hide Ribbon Tabs Page 42


Exercise 02 Context Tabs Page 43
Exercise 03 View Controls Page 47
Exercise 04 Work With Families Page 51
Exercise 05 Create Custom Families Page 54

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Conceptual Design by Sketching Building Elements
About this lesson

After completing this lesson, you will be able to:


 Draw walls in a building project
 Describe the tools for placing building elements
 Constrain placement of objects

Key Terms

align building element constraint


equidistant wall

Design Using Elements

Buildings are often designed inside out. This means that the designer concentrates on functional or
spatial requirements for interiors and the relationships between rooms or spaces, rather than the
shape of the building as seen from outside.

In cases like this, sketching walls in plan view is the most efficient way to start a conceptual design.
Doors, windows, stairs, and other elements are then fit in or between walls as part of the design
development process.

Revit software makes locating walls as easy as drawing lines.

When sketching walls, the display shows editable distances and angles, and the cursor reads geometric
features (endpoints, intersections, midpoints) and relationships (vertical, horizontal) to use in
constraining the sketch.

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Distances can be adjusted at any time.

Constraints that preserve relationships can be applied.

Other building elements such as doors, windows, floors, stairs, roofs, furniture, and equipment can be
loaded in from content libraries or sketched in place. The Build panel on the Architecture tab contains tools
for populating the design.

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You can add building elements in plan, elevation, section, and 3D views.

While components are being sketched, or at any time after, relationships can be established that make
editing efficient. In the illustration shown, windows are being aligned center to center and locked
together. If one is moved, the other will move as well.

In the two illustrations shown, windows placed in a wall are set to be equidistant.

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If the left side wall is moved, all the windows obey their constraints.

In essence, parametric design establishes rules that govern elements as a design evolves.

Conceptual Design with Mass Models


About This Lesson

After completing this lesson, you will be able to:


 Open the Massing & Site tab
 Place a predefined Mass family
 Use the In-Place Mass tool
 Use tools to create building elements from masses
Key Terms

curtain system in-place mass mass floor


massing & site tab model by face place mass
show mass solid form void form

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Design Using Form

Many factors determine the form or shape of a building. Designers often decide on the form of a proposed
building before determining its interior spaces. This can be in response to the site or to building restrictions, such
as distance requirements from roadways. Tall building designs must frequently satisfy setback regulations that
affect the shape of towers. A designer, owner, or client may have a preconceived idea about the shape, size, or
form of a proposed building that drives the design process.

The ability to provide clients and reviewing authorities with comprehensible 3D sketches early in the design
process is important to the success of a project.

Revit has tools that enable designers to create 3D building shapes, or masses, quickly. There are mass families
available to load into a project, you can create in-place masses, and there is a conceptual mass family editor
environment. Masses can be edited in many ways, and then converted into building components such as floors,
walls, roofs, and curtain systems.

Working with masses is covered in greater detail in Getting Started.

The Massing and Site tab

The Conceptual Mass panel on the Massing & Site tab holds tools for placing mass families or starting
in-place masses.

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Place Mass

Place Mass enables you to load in predefined mass families from the Revit library.

Masses placed in a project this way have properties you can edit.

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In-Place Mass

In-Place Mass opens the Model-In-Place Mass tab.

Here you can create a combination of solid or void forms to define a named mass object.

Create Building Elements from Masses

Model by Face opens tools to create building elements such as floors, walls, roofs, and curtain systems by
selecting faces of, or within, masses.

Vertical exteriors can be converted to walls using Model by Face > Wall.

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When a mass has been placed or created in a project, you can create a Mass Floor for each level that
can then be converted into a floor.

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Mass Floors can be converted to floors using Model by Face > Floor.

Model by Face > Curtain System enables you to convert nonvertical or torqued faces into editable
panel systems that can become finished walls.

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Model by Face > Roof converts horizontal or nearly horizontal faces into roofs.

The Show Mass icon on the Conceptual Mass panel toggles display of masses on and off. To print a mass
displayed in a view, the correct Mass category must also be set visible in the View Properties.

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This lesson provided an overview of how to create and place mass models using the Massing & Site
tab.

Annotations and Dimensions


About This Lesson

After completing this lesson, you will be able to:


 Describe standard and custom symbols
 Recognize temporary dimensions
 Explain the use of dimensions

Key Terms

annotations cartesian family


permanent dimensions spot coordinate spot elevation
symbol temporary dimension text

Annotations

Designs and illustrations of building projects are incomplete without the specific instructions given by annotations
and dimensions.

Annotation includes text notes, legends, tags, and symbol heads.

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Revit supplies a library of annotation symbols organized by family. Each symbol family file
(*.rfa) can be opened and edited, and all instances of the family loaded into a project will update.

The user can also create custom symbol families using supplied family template (*rft) files.

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Dimensions

Revit uses temporary dimensions for sketching, and permanent dimensions for annotating. Permanent
dimensions can be linear, radial, or angular. Dimension controls display on the Options Bar.

Permanent dimensions can be used to modify the model.

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Revit models do not contain a Cartesian (x,y,z) coordinate system, but can be located precisely in vertical or
horizontal space by assigning coordinates.

The following illustrations show how a project's main level is assigned a real-world elevation, and how other levels
change display accordingly.

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Spot elevations and spot coordinates (for plans) are also available.

This lesson provided an overview of systems for annotations and dimensions.

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Display and Navigation
About This Lesson

After completing this lesson, you will be able:


 Identify the elements of the Revit Architecture screen display.
 Navigate views by using the Project Browser.
 Use Properties and View Controls to adjust the display
 Open tabs on the ribbon
 Work with tool buttons, the Type Selector, and Options Bar
 Open and use ribbon tabs
 Work with context tabs and the Options Bar

Exercises
 View Controls
 Work with Families
 Create Custom Families

Key Terms

context tabs elevations floor plan


options bar properties palette ribbon
tabs type selector view control bar

Navigating the Ribbon Interface

This exercise illustrates how you locate and select tools to create your building design.

The Ribbon

The special area of the user interface to access tools in Revit Architecture is the ribbon.

The ribbon sits above the drawing window. Its position is fixed. You activate tabs on the ribbon to access the
commands within them.

Some commands will not be active (that is, they are greyed out and unresponsive) in certain conditions. Tools
specific to elevation views will not be active in plan views, for instance.

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Ribbon Tabs

The ribbon consists of the following nine tabs:


 Architecture
 Structure
 Systems
 Insert
 Annotate
 Analyze
 Massing and Site
 Collaboration
 View
 Manage
 Add-ins
 Modify

The Architecture tab includes common building components such as walls, windows, doors, beams, and
rooms.

The Structure tab has tools to place beams and beam systems, structural walls, columns, slabs, trusses,
braces, and foundations.

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The Systems tab has tools to place HVAC, Plumbing, and Electrical equipment and create intelligent systems for
design and analysis.

The Insert tab provides commands for linking and importing external content.

The Annotate tab enables you to place dimension, detailing, symbols, and text.

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The Analyze tab provides analysis tools to measure design performance across Architecture, Structure, HVAC,
and Electrical systems

The Massing & Site tab enables you to create masses—which are different from building objects—and
to create or modify 3D site forms.

The Collaborate tab includes tools for working with others.

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The View tab has tools for creating views and changing them.

The Manage tab provides dialog boxes for changing settings, materials, and parameters.

The Add-Ins tab provides a central location to access free and fee-based plug-ins for Revit to enhance
productivity.

Mark 1: These are examples of free plug-ins that you may obtain from the Autodesk Exchange to
add additional productivity enhancements to Revit.

The Autodesk Exchange app link is located in the upper right hand corner of the user interface next to the
help button.

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The Modify tab has tools for you to work with items in a project: editing, copy/paste, and inquiry.

Context tabs display as you work. The Modify | Place Wall context tab is shown.

Note: Context tabs only appear when an object of that type is selected in the canvas window.

The Modify | Door and Modify | Window context tabs shown.

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Application Menu

The application menu opens when you click the Revit icon in the upper left corner of the screen.

This menu has file management tools such as New, Open, Save, Print, and Close.

The Close option on the application menu is the effective way to close project files.

Note: Your recent documents listing will likely be different than shown.

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Revit Screen Display

This lesson shows you specific areas of the Revit user interface and describes their functions.

The following images identify the basic interface components for Revit:

1 Application Menu 10 Drawing Area


2 Quick Access Toolbar 11 Ribbon
3 InfoCenter 12 Tabs on the ribbon
4 Options Bar 13 A contextual tab on the ribbon, providing
5 Type Selector tools relevant to the selected object or
6 Properties Palette current action
7 Project Browser 14 Tools on the current tab of the ribbon
8 Status Bar 15 Panels on the ribbon
9 View Control Bar

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A new file opens by default to a floor plan view at Level 1, with four elevation markers visible. The elevation
markers control the building elevations already listed in the browser. Ceiling plan views for Levels 1 and 2 are
generated automatically, along with a floor plan view for Level 2 and a site view.

The Project Browser

The Project Browser displays the contents of the model file in a logical tree structure. The browser provides views
of your building model along with legends, schedules, sheets, families, and groups. Legends, schedules, and
sheets are views that will be discussed in later lessons.

Available views include:


 Floor plans  Detail views
 Ceiling plans  Renderings
 3D views  Drafting views
 Elevations  Walkthroughs
 Sections  Area plans

Families are named collections of content (such as doors and windows) or settings (such as text or dimensions).
Groups are user-created collections of content (such as a room full of furniture) treated as one object for
convenience in handling.

Architecture.rvt template Construction.rvt template

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The Project Browser can be resized or undocked. To toggle the Project Browser on/off, click the User Interface
button located on the View tab, Windows panel on the ribbon. A check mark indicates it is visible.

The Status Bar

Below the Project Browser is the status bar. This works with the tooltips that appear under the cursor when you
pass the cursor over items or select things.

The status bar displays hints and instructions as you work. The status bar also holds controls for Worksets and
Design Options when these have been activated in a project, and a selection filter counter at the far right end.

View Control Bar

View scale, detail level, visual style, sun path on/off, shadows on/off, rendering (in 3D views), crop view,
show/hide crop region, unlock / locked 3D View, temporary hide/isolate, reveal hidden elements, temporary view
template, and analytical model visibility.

Icons for these tools are found on the View Control Bar at the lower left of the view window above the status bar.

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View scale determines the amount of space the view takes when placed on a plotting sheet. To change the scale
of a view, place the cursor over the View Scale readout on the View Control bar and click. Select the desired view
scale from the list.

Level of detail determines the display of cut objects in plan views. The interior structure of a wall will
show at Medium and Fine, but not at Coarse. The Detail Level control is to the right of the View Scale
control on the View Control bar.

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The following image shows walls of a complex type displayed at Coarse and Medium detail:

Low Detail Medium Detail

The Visual Style control is to the right of the Detail Level control.

It enables you to switch between:


 Wireframe
 Hidden Line (default mode)
 Shaded
 Consistent Colors
 Realistic
 Ray Trace

Wireframe Hidden Line

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Shaded Consistent Colors

Realistic Ray Trace

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The Sun path on/off turns on the display of the sun path for display purposes. You use the Sun Settings
dialog box to specify sun angle, which can be according to the view, or by global location, date and
time.

Plan Orientation 3D View Orientation

The Shadow control turns on the display of shadows for display purposes. You can also open the Graphic Display
Options dialog box to control the sun settings, sun and shadow intensity, and line styles applied to edges in
section or elevation views.

Shadows Off Shadows On

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The Render control is active in 3D views. It enables you to create renderings with sunlight, shadows,
and materials applied to model surfaces.

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The Crop controls enable you to show and activate an adjustable cropping border to a view.

Crop region hidden and inactive Crop region shown but inactive

Crop region selected, controls available

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The Temporary Hide/Isolate control allows control over the display of objects or categories of objects
per view.

Once elements have been hidden, the view window displays a colored border. Selecting the control again enables
you to remove the temporary condition or make it permanent.

You can also hide and change the display of elements that you have selected with right-click menu options.

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The Reveal Hidden Elements control shows items that have been hidden in a view, enabling you to
select them.

These controls, along with other display settings, are available in the Properties palette for the active view. View
Properties displays when nothing is selected in the view window.

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All views are listed in the Project Browser. To activate or open a view, expand its view category if necessary and
double-click the view name. You can right-click a view name in the Project Browser to open or close it. The
properties of the selected view will display on the Properties palette.

The Ribbon

The ribbon holds tabs organized by task. Nine tabs are available: Home, Insert, Annotate, Structure,
Massing & Site, Collaborate, View, Manage and Modify.

Each ribbon tab contains panels of grouped buttons. You can switch from tab to tab to select the
appropriate tool.

Certain ribbon tools are split and hold options on a drop-down list.

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Certain ribbon tools found in panel titles will open settings dialog boxes.

Context Tabs, Options Bar, Properties Palette, Type Selector

When you start a tool by clicking a button, a context tab opens on the ribbon. This tab combines tools from the
Modify tab with tools specific for the work you have started. The Modify|Place Wall tab is shown in the following
image.

 Mark 1: Context Tab


 Mark 2: Options Bar

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If you select items in the view window, a context tab which combines the Modify tab with tools for working with the
object(s) opens.

When a context tab is active, the Options Bar may display below it, showing options that you can select while you
are working.

Wall example below

When you select an item or start a placement tool, the Properties palette enables you to adjust properties of the
object you are placing or modifying.

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The Type Selector on the Properties palette enables you to choose between types of elements.

Navigation Bar

The Navigation Bar on the right of the view window holds controls for zooming in the view.

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You can also reach zoom controls on the right-click menu.

In 3D views, the Navigation Bar has controls for Steering Wheels, which are navigation tools tied to the cursor.

There is a ViewCube control in 3D views that enables you to orient the view.

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Quick Access Toolbar

At the top left of the screen is the Quick Access toolbar containing frequently used tools:

1 Open 8 Tag by Category


2 Save 9 Text
3 Synchronize and Modify Settings 10 Default 3D View
4 Undo 11 Section View
5 Redo 12 Thin Line toggle
6 Measure 13 Close Hidden Windows
7 Aligned Dimension

The Quick Access toolbar is the only place where Undo and Redo appear. You can add New File to the Quick
Access toolbar from the available list and you can open a dialog box to further customize the Quick Access
toolbar list.

Quick Access Toolbar default Customize Quick Access Toolbar menu

You can also right-click ribbon buttons and add them to the Quick Access toolbar for constant visibility.

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Application Menu

Click the Revit icon in the upper left of the screen to open the only menu, the application menu.

The application menu contains file management controls, such as File Open, File Save, New File, Print, Export,
and Publish. On the right is a list of recently opened files. Click a file name to open that file. You can switch this
list to show open views in open files, and you can then click a view name in the list to switch to a view in another
file.

File Close only appears on the application menu. Closing individual views does not close a project file until you
reach the last open view.

This lesson outlined the basic display and navigation components of the user interface for Autodesk Revit
software.

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Exercise: Display and Hide Ribbon Tabs 4) Click the arrow to the right of the Modify tab
title. Select Minimize to Panel Titles.
This exercise shows you how to display and hide
tabs on the ribbon.

The panel titles display under the tab titles. The


The completed exercise panels display under the cursor and disappear
when the cursor moves away.

Display and Hide Ribbon Tabs


1) Create a new project based upon an
Architectural template. From the Home page of
Revit, select Architectural Template

 Do this for other tabs

5) Click the arrow to the right of the Modify tab


title. Select Minimize to Panel Buttons.

2) On the ribbon, click the names of the tabs one


by one to open them. After you have examined
Icons for panels display below tab titles.
each of them, make the Architecture tab active.
 Click the panel title to display the individual
3) Click the arrow to the right of the Modify tab
tools. They disappear when you move the
name. Select Minimize to Tabs from the list.
cursor away.

The ribbon tabs disappear except for their


titles.

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6) Click the arrow to the right of the Modify tab
title. Select Cycle Through All.

Open file:
RevitIntro_Exercise02.rvt

 Click the arrow immediately to the left of 2) The file opens to a 3D view. Open view
the list arrow you clicked previously. You Floor Plan Level 1. In the Project Browser,
can use this control to cycle through the double-click the view name.
ribbon displays.
 Select Show Full Ribbon to return to
the default ribbon display.

Minimized panel display is suitable for smaller


screens.

7) Close the file without saving.

In this exercise, you opened a project file, and


then viewed, hid, and displayed tabs on the
ribbon.

Exercise: Context Tabs

This exercise illustrates how to explore tools and


commands on context tabs.
The graphics display changes to show the
Level 1 Floor Plan.

3) Click any interior wall. The Modify | Walls


context tab opens.

The completed exercise

Context Tabs

1) Click the Open File icon on the Quick Access


toolbar.

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4) Click the door in the upper left of the model. 7) Clear Walls and Doors. Click OK.
The Modify | Doors context tab opens.

5) Click and drag the cursor outside the perimeter


of the model.

You are creating a filtered selection set of just


the windows in the view.

8) The context tab changes to Modify | Windows.

On the Properties palette, the Type Selector list


reads Fixed: 36" x 48".
You are selecting everything visible; all the
walls, doors, and windows highlight blue. Click the down arrow next to the thumbnail
icon to open the Type list. Select Fixed: 24"
6) The Modify | Multi-Select context tab opens. x 48" from the list to change all the selected
Note that is has fewer panels and tools than the windows to this type.
tabs for specific elements. Click Filter panel >
Filter.

Click anywhere in the view to clear the


selection set. Select any window to verify that it
has changed type.

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9) Click any door. On the Modify | Doors context
tab, click Create panel > Create Similar.

10) On the Properties palette, the Type Selector


shows Single-Flush 36" x 84" selected. Select
Single-Flush 30" x 80" from the list. 12) Save the file as:
RevitIntro_Exercise02_finished.rvt

In this exercise, you opened a project file, examined


the menus and toolbars, and used the Options Bar
to change a selection set of elements.

11) Place a door as shown.

 Click Modify | Place Door tab > Select panel


> Modify to terminate the Door tool.

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Working with Views and Objects
About This Lesson

After completing this lesson, you will be able to:


 Use View Controls and Graphic Display options
 Load and place component families
 Modify a standard family to create a new family type
 Create a new in-place family

Work with Views and Objects

This lesson explores Revit views and model objects. In the exercises, you:
 Change the display in Revit by opening different views. Revit provides floor plan, ceiling plan, and
elevation views by default. You can create sections, drafting views, schedules, and 3D views using
the View menu. Views can be added to your drawing sheets
 Control how things appear on your screen using View Properties.
 Navigate around your screen (Zoom, Pan, and so on) using your cursor combined with the selected
View tool.
 Work with Revit families. Revit uses the term family to denote a collection of controls and
parameters. System families include levels, building elements (walls, floors), operating settings,
annotations, lines, display controls, templates, and views. Component families include model
objects (furniture, mechanical equipment), either predefined or user-created.

Exercises
 View Controls
 Work with Families
 Create Custom Families

Key Terms
component family menus options bar
ribbon system family toolbars
view navigation view properties zoom

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Exercise: View Controls
A building model, even a small one, is an extensive
database. There is no way to see everything in
it. Views are filters through which you can see
representations of the database elements in graphic
or table form. View controls enable you to adjust the
display of individual views to see and represent the
model as you desire.

The completed exercise

Visibility

1) Open file:
RevitIntro_Exercise03.rvt

First, you practice with Zoom and Detail Level


 Click the Annotation Categories tab. Clear
controls in a plan view.
the check mark next to Elevations. Click OK.
2) The file opens to Floor Plan view Level 1. Right-
click in the view window. Click Zoom to Fit.

The elevation markers disappear from the


view.

 Right-click. Click Zoom to Fit.

4) Right-click. Click Zoom In Region.

The display changes. Four elevation markers


are visible.

3) Use your keyboard to enter VV. This is a


shortcut to open the View Graphics/Visibility
dialog box. VG also opens the dialog box.
The dialog box opens with the Model
Categories on top.

Click and drag the cursor as shown. The display


is enlarged to show the area you defined.

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You can also use the scroll wheel on a mouse to
zoom in and out.
8) Enter VH. This is a shortcut to turn off visibility
5) On the View Control Bar, click Detail Level. for the categories of selected objects. It is
Select Detail Level: Medium. the same as the multistep procedure you
performed in step 3.

There is also a Hide Category button on the


View Graphics panel of the Modify | Multi-
Select tab.

The interior walls will now display lines to


differentiate studs and drywall.

 On the Navigation Bar at the right of the


view window, click the Zoom list > Zoom to
Fit.

 Enter ZF. This is a shortcut for Zoom to Fit.

You will change visibility of elements in another


plan view.

6) In the Project Browser, select


Ceiling Plan Level 1. Right-click. Click Open.
Note that in Reflected Ceiling plans, doors and
windows are not shown.

View Properties

9) Open the Level 2 Floor Plan view. This view is


 Zoom to Fit. not particularly useful in its current setup. You
simplify it into a Roof Plan.
7) Select the roof outline. Hold down the CTRL
key and window-select an elevation marker. Turn off visibility of the elevations, as before.
There are two parts to an elevation, so be sure Click Zoom to Fit.
to select them both.

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The Properties palette to the left of the View
Window displays View Properties.

10) On the Properties palette, change the Underlay


value to None.

 Set the cut plane value to 7' - 0".

 Click OK twice to exit the dialog box.

All model views in Revit are 3D. The View


 Click APPLY Range governs which physical elevations are
used for the top and bottom of plan views, and
The Underlay enables you to display floors where the cut plane sits. By setting the cut plane
other than the current one for purposes of to a level higher than the peak of the roof, the
checking alignment. ridge is now visible.

11) Scroll to the Extents subsection of the palette. 12) Select the name of the Level 2 Floor Plan in the
Next to View Range, click Edit. Project Browser. Right-click. Click Rename.

Lesson Plan – Revit User Interface, Building Elements, and Family Component Intro P a g e | 49
 For Name, enter Roof. Click OK. Click Yes 15) On the View Control Bar > Graphic Display
in the question box about renaming other Options, select Shadows On.
views.

16) Click Sun Path toggle in View Control toolbar


and select Sun Settings…

Graphic Display Options

13) Open Elevation view South. Zoom in to make


the house fill the screen. Mark 1: Select Still
Mark 2: Select Winter Solstice

Elevation views are covered in more detail in an


intermediate fundamentals module.

14) On the View Control Bar > Visual Style, select


Shaded.

Lesson Plan – Revit User Interface, Building Elements, and Family Component Intro P a g e | 50
Mark 3: Set time of day to 12:00pm Exercise: Work With Families
Mark 4: Click OK
In this exercise, you open an existing project file,
and use a Revit family to place a door. This exercise
illustrates how you locate, load, and place Revit
families.

In Revit, objects can be defined as hosted (for


example, doors and windows are dependent on
walls), or stand-alone (for example, furniture). Revit
provides you with the basic building components to
be used in constructing residential, commercial, or
institutional structures. Additionally, Revit has a free
online library that you can use to expand your
designs even more.

These components are called families and there are


several different types. There are system families,
standard families, and in-place families.

 A system family, such as levels, walls, and


floors, is predefined within Revit. You can modify
and define new types of system families by
modifying the existing parameters.

 A loadable family can be created by defining


the geometry and parameters in the Family
Editor. Doors, windows, roofs, floors, railings,
lights, furniture, and annotations are examples
of standard families. Many different types can be
made for each family and used throughout the
17) Save the file as: project.
RevitIntro_Exercise03_finished.rvt
 In-place families are created within the project
In this exercise, you opened a project file and and are dependent upon the model geometry.
adjusted visibility characteristics in multiple views.
You also changed View Properties and used Designers who become proficient in Revit will create
Advanced Model Graphics. their own families of doors, windows, and furniture,
and so on. Revit families are similar to multi-view
objects in AutoCAD Architecture, except they are
fully parametric and table-driven.

The completed exercise

Lesson Plan – Revit User Interface, Building Elements, and Family Component Intro P a g e | 51
Use the Revit Library

1) Open file:
RevitIntro_Exercise04.rvt

Open Floor Plan view Level 1.

2) You add closet doors to interior walls.


On the Architecture tab, Build panel, click Door.

5) If you highlight a door family, you will see a


preview of what the door looks like in the
Preview window.
Doors are considered a loadable family entity.
Locate Double Panel 2.rfa. Click Open.
3) Click Modify | Place Door tab > Mode panel >
Load Family. This button enables you to access
families that are currently not loaded into your
project.

6) You see the family you just loaded listed in the


Type Selector of the Properties palette. It has
a number of different sizes defined. Accept the
Your file browser automatically opens to a default size.
default library based on the units selected
when Revit was installed.

You have families available in many different


categories such as Doors, Furniture, and
Annotation.

 Family files have a file extension of *.rfa

 Project files have a file extension of *.rvt

4) Click the Doors folder. Click Open.

On the Modify | Place Door tab, Tag panel,


verify that Tag on Placement is not selected
(white background). The Door Insertion tool
stays active.

Lesson Plan – Revit User Interface, Building Elements, and Family Component Intro P a g e | 52
8) Place two more instances of the door as
shown.

As you move your cursor near any wall, a door


appears along with temporary dimensions. The
temporary dimensions display the location of
the door placement. Revit snaps weakly to the
midpoint of walls. You click to place an instance
of the door family.

7) Place an instance of the door as shown. It


snaps to the midpoint of the wall, but not
strongly. Your dimensions will probably differ
from those shown. The door is placed facing
the side of the wall where you click.

9) Save file as:


RevitIntro_Exercise04_finished.rvt

In this exercise, you located, loaded, and placed


You can flip the door by using the blue instances of a door family.
directional arrows. Temporary dimensions
display until you place another door or terminate
the Door tool by selecting Modify.

The dimensions redisplay if you select the door


again.

To edit a temporary dimension and relocate


the door, simply click it. An edit box displays in
which you can enter a new value.

Lesson Plan – Revit User Interface, Building Elements, and Family Component Intro P a g e | 53
Exercise: Create Custom Families

In this exercise, you open an existing project file,


modify a door family, and create an in-place family.

3) Click Properties palette > Edit Type.

The completed exercise 4) In the Type Properties dialog box, click


Duplicate.
Modify an Existing Family

1) Open file:
RevitIntro_Exercise05.rvt

The file opens to Floor Plan view Level 1.

2) Select the double door as shown.


5) For Name, enter 48" x 80". Click OK.

This door needs to be 48" wide. The Type


Selector lists the available sizes for this door
type. The required width is not available.

Lesson Plan – Revit User Interface, Building Elements, and Family Component Intro P a g e | 54
6) Edit the Height and Width dimension fields as
shown. You can enter inch values if you put "
after the digits (as in 80"). Revit adjusts them to
foot-inch readings.

9) For Name, enter Hall Clock. Click OK.


 Click OK twice to exit the dialog boxes.

The door updates.

10) The ribbon changes to the Family Editor


environment. Click Create tab > Forms panel >
Extrusion.
 Click Modify to end command.

Create an In-Place Family


In our hypothetical design, imagine that the client
has an heirloom grandfather clock and wants it to be
a featured part of the main hall.

The most effective way to make sure that space is


allowed, and to provide a way to see a 11) On the Properties palette, set the Extrusion End
representation of the clock in interior elevations, is to value to 6". The Depth field on the Options Bar
create a component family in place. updates.

7) On the Architecture tab, Build panel, click


Component > Model In-Place.

8) In the dialog box, select Generic Models. Click


OK.

Lesson Plan – Revit User Interface, Building Elements, and Family Component Intro P a g e | 55
12) On the Draw panel, click Rectangle.

 Draw a rectangle approximately 1' x 1' - 4" 16) Sketch a rectangle inside the previous one, as
as shown. The exact dimensions and shown.
location are not critical.

17) Click Mode panel > Finish as before. Click In-


13) Click Mode panel > Finish (green check mark). Place Editor panel > Finish Model.
You have created the base of the clock.

18) The family model updates.


14) Click Create tab > Forms panel > Extrusion as
before.

 Set the Extrusion Start value to 6" and the


Extrusion End value to 5' 6"

19) Save file as:


RevitIntro_Exercise05_finished.rvt
 Click OK
In this exercise, you located, loaded, and placed
a door family. You also created an in-place family
15) Set the Lines mode to Rectangle with an Offset
using Extrusions.
of - 2". Revit will display - 0' 2".

Lesson Plan – Revit User Interface, Building Elements, and Family Component Intro P a g e | 56

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