Revit Pure BASICS Ebook 2021

REVIT PURE PRESENTS
BASICSLEARN THE ESSENCE OF REVIT
VERSION 3.0 - August 2020 - Revit 2021
By Nicolas Catellier
© Copyright 2020 - BIM Pure Productions
Prepared exclusively for mannybmanago@gmail.com Transaction: 0071339421

THANK YOU FOR BUYING THIS PACKAGE!
Thank you so much for your support of Revit Pure! We hope you enjoy
this package and that you become a Revit master. The goal of this series is
to help you realize that BIM and Revit can be much more simple than you
think. There is a lot of resources out there to learn Revit, but we felt that
there was a lack of fun, simple minded tutorials for beginners.
Whether you are student, a designer, a builder, or an associate architect,

this e-book should turn you from a complete newbie to a decent user.
If you bought the ultimate package, make sure to follow along with the
videos and try the Super Secret Monster Lab exercise.
LEGAL STUFF
This eBook is independent of Autodesk inc. and is not sponsored,
endorsed or affiliated with Autodesk inc. Autodesk Revit is a product that
is wholly owned by Autodesk. Any reference to Revit on this eBook is
made acknowledging this ownership. Refer to Autodesk’s own website and
product pages for specific trademark and copyright informations. Please
visit www.autodesk.com to buy Revit or to get more information.
CORPORATE / SCHOOL PACKAGES
This package is valid for a 1 user license. Do you want to use the package
as training material for your business or at your college? Please read about
our multi-users package pricing options.
This package doesn’t have any DRM, restrictions or online login system.
We trust our users to get the group package licensing if required :)
The corporate package includes a custom eBook cover page with your logo
embedded.
The group package has been used successfully by multiple firms and
colleges, including the University of Denver, Otago Polytechnic in New
Zealand, and firms such as SNC-Lavalin and Boka Powell architects.
Learn more about group packages by clicking this link. You can also send
an email at nick@revitpure.com to get more information or to schedule a
phone conversation.
LEARN MORE
Thank you and good luck!
LET’S HAVE FUN
LEARNING REVIT SHOULD BE EXCITING
The first time you open Revit, you might feel a wave of confusion at all
these commands, icons, buttons and stuff jumping on you. Our goal is
simple: take the confused feeling and turn it into fun and curiosity.
GET THE BASICS FIRST

You need to learn 20% of Revit to do 80% of the work. Our goal is to trim
the fat and get to this core. If an information is used 1% of the time, you
don’t need to learn it yet.
GREY ZONE = ADVANCED TIPS

If you feel adventurous, expand your knowledge by checking advanced tips
and strategies. You will find them in gray text box like this one. You can skip
these tips and come back later if you wish.
HOW TO USE RP BASICS ?

The best setup for RP Basics is to use two screen, one will be used for the
PDF and video tutorials, the other will be used for Revit. If you don’t have
2 screens, don’t worry, everything will still work fine. We recommend that
you set the PDF at a 75% zoom on screen for the best visual quality.
TABLE OF CONTENT
PART 1: MODEL
1. USER INTERFACE
1.1. The Home Screen 13
1.2. The Ribbon 14
1.3 Status, View And Options Bars 17
1.4 Project Browser And Properties 18
1.5 12 Tips To Understand Revit User Interface 19
1.6 Family, Type And Instance 25
2. SELECT
2.1. Selecting Elements 28
3. MODIFY
3.1. Adjusting Elements 35
3.2. Using Snaps 42
4. WALLS
4.1. Create a Basic Wall 44
4.2. Adjust Walls 47
4.3. Create Sweeps and Reveals 48
4.4. Basic Walls FAQ 49
4.5 Compound Walls 50
4.6 Modify Wall Structure 51
4.7 6 Advanced Wall Tips 54
5. LEVELS AND GRIDS

5.1. Create Levels 59
5.2 Creating Grids 60
5.3 5 Basic Tips for Levels and Grids 61
5.4 Advanced Tip: Using Scope Box 63
6. FLOORS
6.1. Create a Floor 64
6.2. 4 Floor Tips 66
7. CEILINGS
7.1. Create A Ceiling 68
7.2. Modify Ceiling Tiles Grids 70
8. ROOF
8.1. Create A Roof 71
8.2. 10 Roof Tips 73
8.3. 5 Advanced Roof Tips 78

9. DOORS
9.1. Create A Door 81
10. WINDOWS
10.1. Create A Window 82
11. CURTAIN WALLS

11.1. What Are Curtain Walls? 84
11.2. Create A Curtain Wall 85
11.3. Fill An Empty Curtain Wall 86
11.4. Set An Automatic Curtain Wall 87
11.5. Create Rectangular Mullion Type 89
11.6. 11 Curtain Walls Tips 90
11.7. Case Study: Casino Casework 96
11.8. 2 Advanced Curtain Walls Tips 97
12. STAIRS
12.1. Before Modeling Your First Stair 98
12.2 Create A Basic Stair 100
12.3 9 Essential Stair Tips 102
12.4 3 Advanced Stair Tips 107

13. RAILINGS
13.1 Create A Railing 112
13.2 5 Railing Creation Tips 115
13.3 The Anatomy Of A Railing 118
13.4 Create A Top Rail / Handrail 122
13.5 Create A Baluster Pattern 126
13.6 5 Tips To Create the Perfect Railing Type 129
13.7 4 Advanced Railing Tips 132
14. COLUMNS
14.1 Structural Vs. Architectural Columns 135
14.2 Insert Structural Column Families 136
14.3 Creating A Structural Column 137
14.4 Adjusting Detail Level 139
14.5 Create A Dark Solid Fill For Columns 140
15. SITE
15.1. Create A Topography 141
15.2. Create A Building Pad 142
16. MATERIALS
16.2. Create a Material 143
16.2. Split Face / Paint 145
17. ROOMS
17.1. What Is A Room? 146
17.2. Adjust Room Height 147
PART 2: VIEWS
18. VIEWS
18.1. How To Create New Views 149
18.2 5 Settings To Adjust In Each View 150
18.3 Setting Far Clip 153
19. PLAN VIEWS

19.1. Create Plan Views 154
19.2. How View Range Works 155
193. Advanced Tips for Plan Views 156
20. SECTIONS
20.1. Create A Section 160
21. ELEVATIONS
31.1. Create An Elevation 162
22. CALLOUTS
22.1. Create A Callout 163
23. DETAILS
23.1. Create Detailing - Hybrid Technique 164
23.2. 8 Tips For Efficient Detailing 165
24. 3D VIEWS
24.1. Create 3D Views 169
24.2. Create a Perspective 170
25. LEGENDS
25.1. What Are Legends Used For? 172
26. VIEW TEMPLATES
26.1 Creating a View Template 173
26.1 Assign Template To All New Views 175
27. VISIBILITY
27.1. Hide Elements 176
27.2 Visibility Graphics 177
27.3 Temporary Hide/Isolate Elements 178
PART 3: ANNOTATE
28. LINES
28.1. Detail Lines vs Model Lines 180
28.2 Create A Line Style 181
29. TAGS
29.1. What Is A Tag? 182
29.2 Room Tag / Material Tag 183
29.3 5 Basic Tags Tips 184
30. TEXT
30.1. Place Text And Adjust Leaders 187
31. REGIONS
31.1. What Is A Region? 188
31.2 Edit A Region Type 189
31.3 Hide Things With Masking Region 191
31.4 Create A Pattern 192
32. DIMENSIONS
32.1. Create A Dimension 193
PART 4: PUBLISH AND COLLABORATE
33. SHEETS
33.1 Create A Sheet 197
33.2 View References Are Automatic 200
33.3 3 Tips To Navigate Sheet 201
33.4 Advanced Tip: Modify A Title Block 203
34. REVISIONS
34.1 Create A New Revision 204
34.2 Create A Revision Cloud 205
35. PRINT
35.1 Print Your View Or Sheet 206
36. CENTRAL FILES

36.1 Central File vs Local File 208
36.2 Synchronize 209
36.3 Collaborate 211
37. LINK CAD

37.1 Preparing CAD Files 212
37.2 Use These Link Cad Settings 213
37.3 4 Linked Cad Tips 214
37.4 Link a PDF 216
37.5 Link Images 219
38. EXPORT CAD

38.1 How To Export To CAD 220
PART 5: ADVANCED TOOLS
39. SCHEDULES
39.1 What Are Schedules Used for? 222
39.2 Create A Basic Schedule 224
39.3 19 Tips To Become A Schedule Master 225
39.4 New In Revit 2021 236
40. PHASES
40.1 Create Phases 238
40.2 How To Demolish 240
40.3 What Is A Phase Filter? 241
40.4 What Are Graphic Overrides? 242
40.5 What Phase Filter Should You Use? 244
41. WORKSETS
41.1 What Are Worksets? 245
41.2 5 Tips To Use Worksets Properly 247
42. GROUPS
42.1 Create A Group 251
42.2 Quick Group Tips 252
43. MODEL IN-PLACE

43.1 What is Model in-Place 253
44. FAMILIES
44.1 Create A Cabinet Family 255
44.2 Create Annotation Family 261
45. DESIGN OPTIONS

45.1 Create Design Options 263
PART 1
MODEL
After an overview of the interface, learn how to model all 3D

elements for your project. Also create a site, add rooms and
learn how to use materials.
1.1
USER INTERFACE
© Copyright 2020 - BIM Pure Productions - revitpure.com 1-user license BASICS
THE HOME SCREEN

Welcome to Revit! The latest version includes a new home screen where
you can visualize your most recent projects.
Notice that at the top left of your screen, there are two small icons. Click
on the “Home” icon to switch between the Home screen and the active
Revit project.
13
1.2
USER INTERFACE
THE RIBBON
The ribbon is located at the top of your screen. It contains almost all tools
used in Revit. It is divided by tabs, which are described below.
FILE TAB: CREATE, OPEN, SAVE, EXPORT, PRINT
Use this tab to create new model or families. You will also find the open,
save, export and print tools.
ARCHITECTURE TAB: MODEL EVERYTHING
Every architecture element that appears in 3D in your model is created

from this tab.
STRUCTURE TAB: CREATE BEAMS AND COLUMNS
This tab is designed to be used by structural engineers. If you are an

architect or designer, it is used it for beams, columns and foundation.
INSERT TAB: LOAD FILES TO YOUR PROJECT
Any external files coming to your model is inserted from this tab. Images,
CAD, linked Revit, families.
14
1.2
USER INTERFACE
ANNOTATE TAB: ADD 2D ELEMENTS TO YOUR VIEWS
Every tag, dimension, detailing lines, text symbol and revision cloud come
from here. They are added to a single view and are not part of the 3D
model.
ANALYZE TAB: SIMULATE AND OPTIMIZE YOUR MODEL
This tab is mostly used by engineers. It contains tools to calculate the

structural elements and to verify the mechanical systems. It also includes
the new Path of Travel tool that is helpful to architects.
MASSING & SITE TAB: CREATE THE SURROUNDINGS
This is where you act like the almighty and create the topography, trees,
parking and other fun stuff around your building. It also contains the
Conceptual Mass that is used to create weird 3D volumes.
COLLABORATE TAB: WORK WITH OTHER PEOPLE
If you are working with a team or with consultants, this is the tab you are
looking for. You will find synchronize and reload tools, as well as Worksets.
All these fancy words might confuse you: no worries, we will cover it all.
15
1.2
USER INTERFACE

VIEW: PUT YOUR MODEL ON PAPER
Ceiling plan, 3D views, wall sections, door schedule, legends, name it ! It is

created from here. You also control the sheets and title blocks.
MANAGE TAB: SETTINGS FOR YOUR MODEL
This tab is mostly for BIM managers and advanced users. It contains
settings like lineweight, parameters, phases and design options.
ADD-INS: EXTERNAL FEATURES
This tab contains a few additional Autodesk features and most external
add-ins by 3rd party developers. The Worksharing Monitor and eTransmit
features included here are especially helpful.
MODIFY TAB: ADJUST ELEMENTS
Make changes to elements that are already created in your model. This
is where you will find basic commands like move, copy, mirror, etc. The
content of this tab is different depending on which element you select.
16
1.3
USER INTERFACE
STATUS, VIEW AND OPTIONS BARS

VIEW CONTROL BAR: SETTINGS FOR THE CURRENT VIEW
This is where you make adjustments to your view. Select the level of detail,
the graphic display option, the scale and the crop region. You can also see
hidden elements and bring them back if needed.
SELECTION TRAY: DECIDE WHAT YOU SELECT
This lets you decide what you can or cannot select. A red X on these
symbols means that the selection category is disabled. The icon on the
right lets you filter elements if you were to make a selection with multiple
items.
OPTIONS BAR: CUSTOMIZE NEW ELEMENTS
This bar appears when creating new elements or using certain commands.
The content is different depending on the type of item you are adding.
QUICK ACCESS TOOLBAR: MOST USED TOOLS
Contains basic tools (save, undo, redo) as well as commands that are most
frequently used. You can add and remove any command from this bar.

17
1.4
USER INTERFACE
PROJECT BROWSER AND PROPERTIES
PROJECT BROWSER is used to access every view, sheet, family,

schedule, legend and groups in your project. If you were to close it by
mistake, it can be found on the VIEW tab, by checking the box on User
Interface on the right of your screen.
PROPERTIES is used to modify selected elements. If closed, bring it back

by pressing PP or by going to the MODIFY tab and clicking Properties,
next to modify cursor.
18
1.5
USER INTERFACE
12 TIPS TO UNDERSTAND REVIT’S USER

INTERFACE
1- USE KEYBOARD SHORTCUTS
Shortcuts in Revit are used by pressing two letters, no need to press enter.
You can add or modify shortcuts by typing KS. Type in a command name
in the search tool. Assign a new shortcut to tools you frequently use. In
the image below, we add the SN shortcut for the synchronize tool.
19
1.5
USER INTERFACE
2- ENTER ANY UNITS YOU WANT
Each model has a default unit that is used when you type a value.
However, you can type any units you want. For example, in an imperial file,
typing 152mm is the same as typing 6.
3- WORK WITH 2 MONITORS
Working with Revit on a single screen is a claustrophobic experience. The

best workflow is to put Project Browser and Properties on the 2nd screen.
Since the 2019 release, it is possible to drag views to different screens. In
the image below, you can see a workflow with a 3D view and a plan view
opened. Each view is set to a different monitor.
4- SEARCH YOUR PROJECT BROWSER
Many users spend countless time scrolling down the project browser,
trying to find a hidden view or family. Instead, use SEARCH (CTRL-F) to
type what you are looking for and save a lot of time.
20
1.5
USER INTERFACE
5- USE RIGHT-CLICK MENU
Right-clicking on an element makes a menu appear. The content

is different depending on what is selected. Many useful commands are
hidden on this menu. In the example below, you can see all the available
commands when right-clicking a wall.
21
1.5
USER INTERFACE
6- USE THE TABBED VIEWS
Revit 2019 introduced the amazing tabbed views system. Each view has its
own tab and an icon will represent the view type.
You can create multiple windows. Each window can contain multiple tabs.
You can drag a tab to create an independent window view. Then, you can
drag it to another window to “dock” it. In the image below, you can see the
docking preview when a tab is dragged.
22
1.5
USER INTERFACE
7- PRESS ESCAPE TWICE TO EXIT CREATION MODE
A lot of new users get confused when adding new elements because they
are stuck in the creation mode. Revit wants you to create many elements
unless you tell it to stop. Hit ESC twice to go back to normal.
8- WORK WITH MULTIPLE VIEWS
Working with 3D view is fun and useful. Open both a 3D view and floor
plan, then use Tile View (WT) to put your views next to each other.
9- CLICK SWITCH WINDOWS TO SEE ALL OPEN VIEWS
See all your open views on a drop-down menu by clicking SWITCH

WINDOWS on the quick access toolbar located on top of your screen.
10- CLOSE DOWN UNUSED VIEWS

Too many opened views can slow you down. Instead of individually
closing each view, click on CLOSE INACTIVE to close them
all, except the ones that are visible on your screen. The tool is
available on the quick access toolbar and in the view tab.
23
1.5
USER INTERFACE
11- SHUT DOWN USELESS TABS AND MENUS
Many tabs are useless if you are an architect or designer. Go to OPTIONS

(by clicking on the File tab), click User Interface and uncheck the boxes
below.
12- PAY ATTENTION TO CONTEXTUAL TAB
When selecting an element, you notice that MODIFY tab becomes

CONTEXTUAL tab. All the modify tools are still there, but new specific
commands are added. These commands have a green tint below them.
24
1.6
USER INTERFACE
FAMILY, TYPE AND INSTANCE
It is critical that you understand the difference between a Family, a Type

and an Instance. Take a close look at the image below.
FAMILIES are external files (.rfa) created by users and inserted in a

project. Sometimes, families are built-in Revit and can’t be modified.
An example of a family would be a Simple Wood Door.
TYPES are variations of a family. For example, a 900mm Simple

Wood Door and a 700mm Simple Wood Door would be two
different types of the same door family.
INSTANCES are single occurrences of an element in a project. For

example, each 900mm x 2084mm Simple Wood door that appears
in your project is an instance.
25
1.6
USER INTERFACE
DOOR FAMILY / TYPE / INSTANCES EXAMPLE
26
1.6
USER INTERFACE
TYPE VS INSTANCE PROPERTIES
Each element in the project has Type properties and Instance properties.
Editing Type properties will affect each element sharing that type. Editing
Instance Properties only affect a single element.
TYPE PROPERTIES: Select element and click Edit Type to modify

the type properties. All elements using this type will be affected.
INSTANCES PROPERTIES: When selecting an element, the

instance properties are located just below the type selector.
27
2.1
SELECT
SELECTING ELEMENTS
There are multiple ways to select elements in Revit. When you hover your
cursor on an element, it will be highlighted. Click to select. Click anywhere
on the blank screen to deselect.
ADDING ELEMENTS: Hold the CTRL key and click on an element

to add it to the current selection.
REMOVING ELEMENTS: Hold the SHIFT key and click on an

element to remove it from the current selection.
28
2.1
SELECT
USING THE TAB KEY

Are there multiple objects close to one another? Use the TAB key to cycle
selection highlight among close elements.
CHAIN-SELECT: Another feature of the TAB key is the ability to chain-

select walls and lines. If you press tab a few times, walls or lines that are
linked together will be highlighted in blue.
29
2.1
SELECT
SELECT ALL INSTANCES

What if you want to select all identical elements in a view? Select one of
the instance and use the right-click menu. Go to the Select All Instances
sub-menu, then select Visible In View. You can also select all instances in
the entire project.
Wondering how many elements you’ve selected? Have a look at the

instance properties. Just below the preview image for the family, you will
find the number of instances selected.
30
2.1
SELECT
WINDOW / CROSSING BOX SELECTION

Drag your cursor to create a box and quickly select multiple elements.
Here are the 2 types of box selection you can use:
WINDOW SELECTION: When you create a selection box from left to

right, it is called a Window Selection. Elements must be entirely inside the
box to be selected.
CROSSING SELECTION: A selection box that goes from right to left is

called a Crossing Selection. The box outlines are dashed. Any element that
is touched by the box will be selected, even if not entirely inside.
31
2.1
SELECT
THE FILTER
When using selection boxes, it is likely you will select more element
categories than needed. Click on the Filter icon at the bottom right of
your screen and select/unselect specific categories.
32
2.1
SELECT
RESELECT PREVIOUS SELECTION

I’m sure you are familiar with this scenario: you spend 5 minute carefully
selecting specific elements only to misclick and lose everything. To solve
the problem, simply use the Select Previous tool in the right-click menu.
33
2.1
SELECT
SELECTION OPTIONS
At the bottom right of your screen, you will see a bunch of little icons.
They represent selection options that can be activated and deactivated. A
red X next to the icon means the selection option is disabled.
Here are the options you should pay attention to for the moment:
DRAG ELEMENTS ON SELECTION: When activated, this option

lets you select and move elements in a single click. You should keep it
deactivated by default because you risk moving elements by mistake.
SELECT ELEMENTS BY FACE: By default, most elements are

selected by clicking on the edge. Selecting elements like floors can be
challenging in a plan view because the edges might be underneath other
elements. When activated, this lets you click the face of an element
instead. Leave the option off by default and activate it when necessary.
SELECT PINNED ELEMENTS: Revit allows you to PIN elements,

which prevent them from being moved and deleted. If you want to make
sure pinned elements can’t be selected, deactivate this option.
34
3.1
MODIFY
ADJUST EXISTING ELEMENTS

Once you created elements, time to adjust them. All these tools are found
in the Modify tab, although it is highly recommended to use shortcuts.
MOVE (shortcut: MV)

To move an element, select it and use Move. Click on a base point and
destination point. Type in a value for more precision.
COPY (shortcut: CO)

Select one or multiple elements. Use copy and move to the destination.
Check Multiple in the Option Bar to create as many copy as you need
until you press escape.
35
3.1
MODIFY

OFFSET (shortcut: OF)
Click Offset, then set a value in the option bar. Then, hover your cursor
above the element you want to offset. A dashed blue line will preview the
offset. Check Copy if you want the original element to be preserved.
ROTATE (shortcut: RO)

To rotate an element, click once to set rotate axis, then move cursor or
type in value. If required, set Center of Rotation in the option bar.
36
3.1
MODIFY
MIRROR (shortcut: MM)

Select an element and use mirror. Then select a reference line to mirror
the selected element along the reference. Check Copy in the Option Bar
to keep the original elements.
ALIGN (shortcut: AL)

This is the best tool to quickly adjust elements. Click a reference line
from any element, then select element to be aligned. Check Multiple
Alignment in the option bar to align multiple elements at once.
Align can be also be used to Rotate element. Click the lock icon to
constraint elements together, meaning they’ll move simultaneously.
37
3.1
MODIFY
SPLIT (shortcut: SL)

Use this tool to divide an element in multiple segments.
TRIM (shortcut: TR)

Use this tool to Trim or Extend elements to be joined together.
38
3.1
MODIFY

SCALE (shortcut: RE)
Select elements to be scaled. Set a numerical value in the option bar. Then
click on the screen to apply the Scale effect.
TEMPORARY DIMENSIONS
Another way to adjust elements is to use temporary dimensions. Anytime
you select an element, temporary dimensions will show up. Adjust witness
lines by moving blue dots. Change the value to move element.
39
3.1
MODIFY

MATCH TYPE PROPERTIES (shortcut: MA)
Use this tool to take type properties from an element and set them to
another one from the same category. For example, below we use Match
Properties from a thick wall to a thin one.
CREATE SIMILAR (shortcut: CS)

Use this tool to quickly create a new element using the same type as the
selected one.
40
3.1
MODIFY

THIN LINES (shortcut: TL)
It’s difficult to be precise when lines thickness is in the way. Use the Thin
Lines tool to make everything 1 pixel width. This tool only affects your
screen; printed elements will show the real thickness.

PASTE ALIGNED TO CURRENT VIEW
Copy elements from one floor to another to the exact same spot using the
Paste Aligned To Current View tool. Copy element from level 1, then use
this tool to paste it in the same spot on level 2.
41
3.2
MODIFY
USING SNAPS
When creating or modifying elements, make sure to use Snaps as guides.

Revit will automatically offer you certain snaps. Use keyboard shortcuts to
select your own snap if necessary. In the example below, we create a wall
and switch between multiple snap types. The most useful are Endpoint,
Intersection and Midpoint.
PERPENDICULAR SNAP (shortcut: SP)

When working with slanted walls, it can be annoying to create
perpendicular elements. Use shortcut SP to activate the perpendicular
option. The perpendicular reference will be highlighted in dash blue lines.
42
3.2
MODIFY
FORCE HORIZONTAL AND VERTICAL (hold shift)
When creating horizontal or vertical elements, you can hold the Shift key
to lock the 90° angles. This way, you avoid creating elements with a small
angle by mistake.
ADJUST SNAP SETTINGS

You can configure the snaps option or just consult the complete list of
snap shortcuts when you click on the Snaps icon in the Manage tab.
43
4.1
WALLS
CREATE A BASIC WALL
1. CHOOSE TYPE
Go to plan view a and create a wall by using shortcut WA or by going to

architecture tab. When starting a project it is easier to use a generic wall,
which contains a single generic layer. The type you choose determine the
width of the wall. You can modify the type even after the wall is created.
44
4.1
WALLS
2. SET CONSTRAINTS
Wall height is controlled by using the Base Constraint and Top Constraint
Set them to the levels you require, and use the Base Offset and Top
Offset to place them to a specific distance from a level. You can use
negative value if required. Constraints can be modified at any time, even
after the wall is created.
3. DRAW THE WALL
The draw option appears top right of the screen. Most of the time you
will use the LINE option to create a straight wall. PICK LINE is also very
useful if you want the wall to fit an existing element like imported CAD.
45
4.1
WALLS
UNDERSTANDING HOW TO DRAW WALLS
46
4.2
WALLS
ADJUST WALLS
EDIT PROFILE: Need a wall with a specific profile in elevation?
Select the wall and use the Edit Profile Tool. Use the purple
boundary lines to create the profile you need.
ATTACH AND DETACH TOP/BASE: Use the Attach Top/

Base tool to automatically connect a wall to a roof or a floor. Use the
Detach tool to remove the effect.
47
4.3
WALLS
CREATE SWEEPS AND REVEALS

WALL SWEEP / REVEAL: Want holes and extrusions along
your wall? Use the Sweep or Reveal tool in the wall sub-menu.
To adjust sweeps and reveals profiles and dimensions, you will need to
create a new Profile family. See chapter 44 for more info about families.
48
4.4
WALLS
BASIC WALL FAQ

WHY CAN’T I SEE THE WALL I JUST CREATED ?
The wall might be above or beneath the view range from the plan you are
working on. Try using a 3D view to spot your wall. Then adjust the wall
height or change the plan view range.
The issue can also be cause by the Visibility settings. Make sure they are
set to hide the Wall category, or your wall is in a specific workset that is
hidden in that view. Use VISIBILITY GRAPHICS (VG) to adjust view
settings. Learn more in Chapter 27.
CAN I CREATE WALL FROM A DWG DRAWING ?
You cannot “convert” a DWG line to a an actual wall, but you can use the
PICK LINE shown in the previous page to create a wall based on a
CAD line position. Use TAB to chain-select multiples lines and create
multiple walls with one click. See Chapter 37 to learn how to link and use
CAD files.
I KEEP MOVING MY WALLS BY ACCIDENT... HELP !
The easiest solution is to PIN (shortcut: PN) the wall, which will
prevent further modification to it unless you UNPIN (shortcut: UP)
it. Another way is to make sure Drag Elements on Selection on the
selection tray is inactive.
49
4.5
WALLS
COMPOUND WALLS
A GENERIC WALL is made from a single material. They are used at the
conceptual stage of the design, when you want to quickly build your model
without worrying about wall structure.
As your model progress, you can convert your generic walls to

COMPOUND WALLS. These walls are made from many layers
of materials and are made to mimic how the wall will be built on a
construction site. These walls are built by TYPE, meaning that every
instance of a wall type will be affected by changes to materials and width.
50
4.6
WALLS
MODIFY WALL STRUCTURE

Click on an instance of the wall you want to change the structure. All of
the walls of this type will be affected. You can duplicate the wall type if you
want the changes to only affect the specific wall you selected.
Click on Edit Type. You will reach a menu with all the Type Properties
of this wall type. The first parameter is named Structure. Click on Edit.
1- ADD LAYER: Click the insert button to add a new material. Use the up
and down arrow to move the material. Exterior side is top, interior side is
bottom.
51
4.6
WALLS
2- ADJUST THICKNESS: Change the value in Thickness to match the
material you want to add. Remember you can use both units if needed.
3- CHANGE MATERIAL: On material column, click to change the

material you are using. You will enter material editor. Choose one of the
material provided in the RP template, like RP-Plywood or RP-Brick. See
Chapter 16 for information on how to edit materials.
52
4.6
WALLS
4- ADJUST FUNCTION: Set the correct function to the material you
have added. This is used to make sure that joined wall clean up nicely. The
image below describe the available functions.
Finish [1] is usually used for exterior, while Finish
[2] is used for interior. Membrane layer is usually
not used, unless required for cost estimate.
Only leave Structure [1] material inside “Core
Boundary” zone.
This is what a finished wall composition should look like:
53
4.7
WALLS
5 ADVANCED WALL TIPS
1- LOCK WALL POSITION
Revit can lock a wall location relative to another. In the example below, we
use DIMENSION (DI) between the two walls, set the value and use the
LOCK icon to make sure the distance always remains the same.
2- SWITCH INTERIOR/EXTERIOR SIDE
Click the arrows symbol next to the wall to switch side. This icon is
always on the exterior side of the wall. You can also press SPACEBAR.
3- ADJUST LOCATION LINE
The position of the blue dot used to create and adjust a wall length can be
changed by using Location Line menu. If you modify a wall width or flip the
wall, it’s position will be adjusted relative to this line.
54
4.7
WALLS
4- UNDERSTAND WHAT IS “WALL WRAP”
What if you want the brick of the wall to turn around the edge? You have
to use the wall wrap feature. First, wall layers you want to wrap must be
checked in the wall structure, like in the image below.
Then, you have to activate the wrap feature for Inserts (like windows) and
at the end of walls. Choose between Interior and Exterior wrap.
55
4.7
WALLS
5- ADJUST WALL JOINS
By default, walls will automatically be joined together, removing unused

extremity lines.
If you don’t want a specific wall to be joined, select the blue dot at the end,
right-click and select Disallow Join. Then, move the blue dot accordingly.
For more complex wall structures, use the Wall Joins tool in the modify
tab. Select a join style between Butt, Mitter and Square Off. Use the
previous/next tool to navigate through the different join possibilities.
56
4.7
WALLS
6- CREATE SLANTED WALL (IN REVIT 2021)
Are you using the most recent version of Revit? You have access to the
new Slanted Walls feature. It is quite simple: change the Cross-Section
parameter in the instance properties of the wall to Slanted. The Angle
From Vertical parameter will be available. Type in a positive or negative
angle value.
57
4.7
WALLS
Doors and windows can be set to match the angle of the wall or to remain
vertical. Simply adjust the orientation parameter in the instance properties.
You can read pamphlet #17 to learn more about slanted walls.
58
5.1
LEVELS AND GRID
CREATE LEVELS
WHAT ARE LEVELS ?
In Revit, Levels are use both to be visually displayed in elevation and

section views, but also to constraint elements you model. The walls we
created in chapter 4 are locked to Level 1 and Level 2. If we put Level 2
higher, the walls will grow taller to fit the level.
ADD A NEW LEVEL
To add a new level, go to any elevation view, then select the

Level (shortcut: LL) tool in architecture tab.
Notice that every time you create a new level, a corresponding floor plan
and ceiling plan will be created. That can be prevented by unchecking
“Make Plan View” in the option toolbar while you are creating the level.
MODIFY LEVEL HEIGHT AND NAME

Select the level you just created and
enter the correct height value. Use
same process to change level name.
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5.2
LEVELS AND GRID
CREATING GRIDS
ADD A NEW GRID
Select the Grid (shortcut: GR) tool in the architecture tab. Most
grids are straight lines, but you can also draw a curve. It is also possible
to use Pick Line to use an existing reference, or to create a
Multi-Segment grid. When in elevation, you will only see grids that are
perpendicular to your view.
Revit automatically assign a number or letter to each new grid. This

number will be next in value to the last grid you created. This value can be
changed at any time.
5 BASIC TIPS FOR LEVELS AND GRIDS
1- ALWAYS PIN ALL LEVELS AND GRIDS
One of the most common mistakes by new users is accidentally moving a

level, messing up the entire model. The solution to this is simple: PIN
(PN). Use it on every level and grid.
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5.3
LEVELS AND GRID
2- GRIDS MUST INTERSECT LEVELS TO BE VISIBLE
If a grid don’t show up in Floor Plan and you are not sure why, it is
probably because it does not cut through that level. Open an Elevation
View and check if the grid lines intersect with every levels you want to see.
Drag the circle next to the head to move the grid limit.
3- USE 2D EXTENT TO CONTROL LEVELS AND GRIDS IN

A SINGLE VIEW
On certain views, you might want to change the grid line without affecting
the whole model. Click on the 3D button next to the head of the
element. It will become 2D, and the open circle is now a dot. That
means you can make any change you want without affecting the other
views. Moving the crop region of a view will also allow automatically adjust
grid formatting.
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5.3
LEVELS AND GRID
4- USE “PROPAGATE EXTENT” TO USE SAME 2D

VISIBILITY IN MANY VIEWS
If you want to copy the 2D visibility of grids or levels in other views, use
PROPAGATE EXTENT function that appears on the contextual tab
when you select elements. Make sure that CROP VIEW is deactivated
on all target views, else it won’t work.
5- ADD ELBOWS FOR BETTER VISIBILITY
When two grids or levels are too close to one another, click the Elbow
icon to add an angle to the end of the segment.
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5.3
LEVELS AND GRID
ADVANCED TIP: USE A SCOPE BOX TO CONTROL THE

EXTENTS OF LEVELS AND GRIDS
Managing the visibility and extends of levels and grids can be a nightmare.
On projects with many levels, getting the grids to share the same extends
is complicated.
That’s where scope boxes come into play. Scope boxes are used to control
the extents of elements like grids, levels and reference planes. Each of
these elements can be assigned to a specific scope box, limiting the 3D
extents to the dashed green line limit.
In the example below we assign all the grids to a scope box. The 3D
extents of all grids are now the exact same. Check out Pamphlet #10 to
learn everything you need to know about scope boxes.
63
6.1
FLOORS
CREATE A FLOOR
1. CHOOSE TYPE
Choose a floor plan view in the project browser and select the Floor
tool. Then select a floor type on the properties dropdown menu.
2. SET LEVEL
In the properties, choose a level for your new floor. The top of the floor
will be equal to that level. Also adjust the Height Offset From Level if
required. Use negative values to go below the level.
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6.1
FLOORS
3. DRAW THE FLOOR
Draw purple lines to define the boundary of the floor. Use Pick
Wall to set boundaries on walls. These boundaries will be constrained to
the wall, meaning the floor will automatically adjust when the wall is moved.
Use Pick Line to set the boundary to a line. Once complete, use the
green check to create the floor
65
6.2
FLOORS
4 FLOORS TIPS
1- ACTIVATE SELECT ELEMENTS BY FACE TO PICK FLOOR
Selecting a floor when you are on a plan view can be difficult and annoying.
Activate Select Elements by Face on the selection tray to select a floor
by clicking on the face of it. Make sure to deactivate the option when
you are done to avoid moving floors by mistake.
2- USE “SHAFT” TO CREATE A HOLE IN THE FLOOR
Want a hole in the stairs for stairs or for mechanical elements? Use
the Shaft tool in the architecture tab.
Draw the shaft boundaries and set the bottom and top constraints. A shaft
goes through not only floor, but also roofs and ceilings.
Want a X or other symbolic element to represent

a shaft? Use the Symbolic Lines tool and draw
the required lines, that will be visible on all views
that intersect with the shaft.
66
6.2
FLOORS
3- CREATE A SLOPE IN YOUR FLOOR
There is 2 ways to create a slope in a floor. The first is to create a Slope

Arrow, defining a high point and a low point along the arrow.
The second is to add points and modify their height, automatically creating
a slope. Creating slopes with floor is done almost the same way as with
Roof. See chapter 8 for more information.
4- EDIT FLOOR STRUCTURE
Modifying a floor layers and structure is done almost the exact same way
as with Walls (see page 51). The only difference is that you can create a
Structural Deck profile and pick a deck profile, like steel deck for example.
67
7.1
CEILINGS
CREATE A CEILING
1- SELECT TYPE
Choose a RCP view in the Project Browser and select the Ceiling
tool. Select a ceiling type on the properties dropdown menu.
2- SET LEVEL AND OFFSET
By default, the ceiling is on the RCP level you are on. Height Offset From
Level is the distance between the level and the bottom of the ceiling.
68
7.1
CEILINGS
3- USE AUTOMATIC CEILING OR SKETCH CEILING
AUTOMATIC CEILING
Click inside a room enclosed by walls to automatically create a ceiling.
Ceilings will automatically adjust when walls are moved.
SKETCH CEILING
This method is similar to floor creation. Draw a boundary using
purple lines. Use Pick Wall or Pick Line for greater precision.
EDIT BOUNDARY
Select a ceiling and use this tool to change the boundary. Automatic
ceiling can also be edited this way, but will lose constraints to walls.
69
7.2
CEILINGS
MODIFY CEILING TILES GRIDS
If you create a ceiling with suspended grids, you can move and adjust the
grids by selecting one of the line and moving it The whole ceiling pattern
will adjust.
CHOOSE A DIFFERENT CEILING TILES PATTERN
Select a ceiling, click and then Edit Structure. Pick another

finish ceiling material with your preferred pattern.
70
8.1
ROOFS
CREATE A ROOF
1. SELECT TYPE
Select a plan view that is set to be higher than the roof. Click the
Roof tool in the architecture tab. Then select the type you need.
2. SET LEVEL AND OFFSET
Make sure so select the correct level. The bottom of the roof will be
aligned with that level. Set an offset if required.
71
8.2
ROOFS
3. DRAW THE ROOF
Draw a boundary using purple lines. Use Pick Wall or Pick

Line for greater precision. Click the green check when done.
10 ROOF TIPS
1- REMOVE SLOPE TO CREATE FLAT ROOF
Want to create a flat roof? In the option bar, make sure Define Slope is
deactivated before drawing the boundary.
To turn a sloped roof into a flat roof, select all roof boundaries
purple lines and uncheck Define Slope in the option bar.
72
8.2
ROOFS
2- ACTIVATE SLOPE TO CREATE A SLOPED ROOF
Want to create a sloped roof? In the option bar, make sure Defines Slope
is activated for boundary lines.
If slope is active for boundary lines, a triangle symbol will

appear next to them.
To create a hip roof (4-side slope), define slope for all boundaries. To
create a gable roof (2-side slope), remove slope for half the boundaries.
73
8.2
ROOFS
3- MODIFY PROPERTIES TO ADJUST ROOF SLOPE
Click on a roof and change the angle in the Slope Properties. You can use
any units, like % and ratios (1:10). They will be converted to the default
units, angles in this case.
4- MODIFY EACH LINE TO GET IRREGULAR SLOPE
Want an odd shaped roof? You have to edit the roof boundary and
change the slope for each individual boundary line.
74
8.2
ROOFS
5- ACTIVATE OVERHANG ON PICKED WALLS ROOFS
Use Pick Walls if you want the roof to automatically adjust when walls
are moved. You can set an Overhang on roofs created with Pick Walls.
Select each boundary line and set the value in properties or in Option Bar.
6- ADD VERTICAL OR BY FACE OPENINGS
Want a hole in your roof? Try Openings. Use Vertical opening, or

By Face if you want the opening to be perpendicular to roof slope.
75
8.2
ROOFS
7- USE SHAPE EDITING TO CREATE FLAT ROOF SLOPE
Shape editing tools are used to

create flat roof slope. Modify the
height of points to create the
desired slope. Add points manually
or create them automatically with
split lines.
In the example below we add a bunch of points and change their relative
height with Modify Sub Elements tool. Add a negative value to the
middle points and a slope is created. You might prefer to use the Add
Split Line tool, which create points at intersections.
8- USE RESET SHAPE TO GO BACK TO FLAT ROOF
Use the Reset Shape tool to go back to a completely flat roof,

removing all split lines and points.
76
8.2
ROOFS
9- SET VARIABLE MATERIAL FOR SLOPED INSULATION
Want a sloped structure or a sloped insulation in your flat roof? By default,

the whole roof will be sloped. Check Variable material in the roof structure
to create sloped insulation. The insulation thickness must be at least as
thick as the vertical slope else you will receive a warning.
10- ADD FASCIAS AND GUTTERS
When clicking the roof submenu, you have access to

fascia and gutter tools. Click on the edge of a roof to
add one of these elements.
Use the Add/Remove Segments tool to add multiple

roof edges.
77
8.3
ROOFS
ADVANCED ROOF TIPS

1- SET CUTOFF LEVEL TO CUT ROOF HORIZONTALLY
In the properties, set a cutoff level to cut the roof horizontally. This can
be used to create a gambrel roof and other roof type where the slope is
interrupted.
2- USE ROOF BY EXTRUSION FOR WEIRD ROOF SHAPE
You want a fully curved sexy roof? Use the Roof by Extrusion tool.
First, set an horizontal Workplane. Then draw the profile line of the
desired roof. That line represents the Top of the completed roof. Adjust
Extrusion Start/End to make sure the roof is the correct length.
78
8.3
ROOFS
3- JOIN ROOFS, ADD OPENING TO CREATE DORMER
To create a dormer, model required walls and additional roof. Then follow
these 2 steps:
Use Join/Unjoin Roof tool: This tool is located in the Modify tab. Use
it to extend the dormer roof to the main roof.
Create a Dormer Opening: Located in the Architecture tab, this

tool is used to create a dormer shaped hole in the main roof. Select the
main roof, then click on dormer walls and roof. Click the green check to
complete the opening.
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8.3
ROOFS
4- USE SLOPE ARROW FOR ODD-SHAPED ROOF
To create a slope for an odd-shaped roof like the one below, use Slope
Arrow. Draw the arrow, then click it and change the properties to select
the right levels and offsets. The tail is the low point and the head is the high
point. This create an unidirectional slope parallel to the arrow. Make sure
Define Slope is inactive and that the arrow lies on the boundaries.
5- SELECT CUT TYPE FOR SLOPED ROOF
What shape do you want the end of your sloped roof to be? Select the
roof and choose between Raft Cut and Two Cut in roof Properties, under
Rafter Cut parameter. If you use Two Cut, you can set a Fascia height.
80
9.1
DOORS
CREATE A DOOR
Door are quite easy. First, select a Family and a Type. Then, set Level
and Sill Height.
Then, hover your cursor above a wall to preview the door. Click to create.
Then, use the blue arrows to flip the door. You can also press spacebar to
flip the door.
MODIFY DOOR TYPE

Click and adjust Thickness,
Height and Width. Want to create a door
family? Make sure to check out Pamphlet
#13 included in the BASICS package.
81
10.1
WINDOWS
CREATE A WINDOW
To create a window, go to the Architecture tab and click window or
use shortcut WN. Then, select a type and set Sill Height.
Sill height is the distance between the level and the bottom of the window.
Then, over your cursor over a wall to preview the window. Click to create.
The arrows symbol are located on the exterior side of the wall. Click them
or press spacebar to flip the window.
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10.1
WINDOWS
ADJUST SILL HEIGHT: Use elevation or 3D views to adjust the Sill
Height more precisely.
ADJUST WINDOW TYPE

Now that you know how to create window, time to adjust the type
properties. Each window family may have different properties, but most
basic ones will have Width, Height and Window Inset.
If you want a fancy window shape, you will have to create a custom family,
or try the Curtain Wall tool, which is the best option for beginners.
83
11.1
CURTAIN WALLS
WHAT ARE CURTAIN WALLS?

Curtain Walls can do much more than glazed walls. They can be used for
walls with complex patterns, special railings and even casework.
Curtain Walls contains most properties of a basic wall. They have bottom
and top constraints and their profile can be modified. The difference is
with these following features:
CURTAIN GRIDS
Curtain grids are division created on the walls. These division can be
horizontal or vertical.
MULLIONS
Mullions are elements that can be created on each curtain grid segment,
as well as on each curtain wall extremities.
CURTAIN PANELS
Curtain panels are rectangular elements located between each curtain
grids.
84
11.2
CURTAIN WALLS
CREATE A CURTAIN WALL
SELECT A TYPE
Curtain Walls are created in the same way as regular walls. Select the wall
tool in the architecture tab. The difference is that when selecting a type,
you have to scroll down to select a wall in the Curtain Wall category. These
walls have a glass icon next to them.
Like with regular walls, set base and top constraints. Then draw the wall.
85
11.3
CURTAIN WALLS
FILL AN EMPTY CURTAIN WALL

In the Revit Pure Template you will find a curtain wall type named RP
-Empty Curtain Wall. Use this type and create a new wall. It will look like a
plain glass wall. Let’s fill it up.
ADD CURTAIN GRIDS
Select the curtain grid tool in architecture tab. Place your

cursor on the edge of the curtain wall or with another curtain
grid intersection. Then click to add the curtain grid. Adjust
dimensions.
ADD MULLIONS
Select the mullion tool, then click on a curtain grid or on the

edge of the wall to add them. By default they are created on the
complete length of a curtain grid.
86
11.4
CURTAIN WALLS
SET AN AUTOMATIC CURTAIN WALL

Most of the time you want to use an automatic curtain wall, with fixed
dimensions, specific glass and mullions types. These walls are set to mimic
specs from manufacturers. Let’s build one from scratch.
SET GRIDS DIMENSIONS
Select curtain wall and click . Set layouts and spacing for
vertical and horizontal grids. Use Maximum Spacing layout to equally
divide your curtain wall. Use Fixed Distance to set a specified distance
between grids, except for the filler at beginning or end.
87
11.4
CURTAIN WALLS
ADD MULLIONS
In the type properties, scroll to Vertical and Horizontal Mullions category.

Add a mullion type to each category. Border 1 are left/bottom mullions,
Border 2 are right/top mullions.
EMBED CURTAIN WALL

By default, curtain walls will be embedded in a
regular wall, like a window would. Moving the
hosting wall will also move the curtain wall (pin
curtain wall to avoid this).
To deactivate default embedding, uncheck it in

Curtain Wall type.
88
11.5
CURTAIN WALLS
CREATE RECTANGULAR MULLION TYPE

Select a mullion, click and duplicate to create new type. Make
sure Default profile is selected. Adjust both side of Width. Side 1 is left/
bottom, while Side 2 is right/top. Adjust Thickness and Offset, which is
the distance from the center of the mullion to the center of the wall.
CREATE CURTAIN PANEL TYPE

Default curtain panels have three critical
parameters to set: Thickness, Offset and
Material. Offset is the distance between
the center of the curtain wall and the
center of the panel.
89
11.6
CURTAIN WALLS
11 CURTAIN WALLS TIPS

1- PRESS TAB TO CYCLE THROUGH ELEMENTS
Selecting elements in a curtain wall can be tricky, because by default

a click will result in selecting the whole wall. Use tab to cycle through
mullions, curtain panels and curtain grids.
2- RIGHT-CLICK MULLION FOR SELECTION OPTIONS
When you select a mullion, only segment between two curtain grids will be
selected. Right-click to get more selection options like in the image below.
90
11.6
CURTAIN WALLS
3- UNPIN ELEMENTS TO MODIFY THEM
By default, you can’t move or

modify elements (mullions,
panels, grids) in automatic curtain
walls since that would break the
rules set in type.
Unpin the elements to make

them independent.
4- MAKE CURTAIN PANEL A WALL OR AN EMPTY PANEL
The power of curtain walls is that you don’t have to only use glazed panels.
In fact, you can use any wall type available in your project. You can also
make the curtain panel empty.
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11.6
CURTAIN WALLS
5- SET WALL PANEL OFFSET
If you replace a curtain panel by a wall, make sure to set the offset in the
instance properties, under Location Line Offset. A negative value for the
offset will push the wall to the interior side.
6- REPLACE CURTAIN PANEL BY A DOOR
Curtain panels can be replaced by a door. These doors are different from
regular doors: their size is dictated by the space between curtain grids.
Make sure to delete the mullion below the door.
92
11.6
CURTAIN WALLS
7- ADD/REMOVE CURTAIN GRIDS SEGMENTS
By default, curtain grids fill the entire length of a curtain wall. When
selecting curtain grids, click on Add/Remove Segment, then click on
segments to remove or add them. Mullions will be automatically deleted.
8- SET GRID JUSTIFICATION IN INSTANCE PROPERTIES
When using Fixed Distance for grids layout, set the justification in the
instance properties of the curtain wall.
93
11.6
CURTAIN WALLS
9- DON’T MOVE MULLIONS: MOVE THE GRIDS
This can be confusing for beginners: Mullions can’t be moved by

themselves. You have to move the curtain grids to which they are
attached.
10- USE CORNER MULLIONS AT INTERSECTION
By default, regular mullions will be created at the intersection of two

curtain walls. Delete vertical mullions from one of the wall and replace the
other by Corner Mullions. Corner Mullion types include L-Shaped (used in
the image), V-Shaped, Trapezoid, Quad Corner and Circular.
94
11.6
CURTAIN WALLS
11- ARRANGE MULLION CONTINUITY
Select a mullion, you will see you the icon on each extremity. Click it to
change continuity on intersecting mullions.
You can also use the tools in the contextual menu,

which will change both extremities of a selected
mullion at once.
This process can also be automated in curtain wall type properties, under
the parameter Join Condition.
95
11.7
CURTAIN WALLS
CASE STUDY: CASINO CASEWORK

TRIANGLE SHAPED CURTAIN PANELS
Curtain Walls are awesome because their use is not limited to curtain walls.
In the casino project pictured below, we used curtain walls for interior
perforated panels.
To get that result, create a custom curtain panel family with triangle holes
inside an extrusion. Then add an offset of 3mm between the reference
planes and the extrusion to mimic the joint between panels.
96
11.8
CURTAIN WALLS
2 ADVANCED CURTAIN WALLS TIPS

1- ADD ANGLE TO ROTATE CURTAIN GRIDS
All curtain grids are parallel to one another. To change the angle, select
curtain wall and set Vertical and Horizontal angles in Instance Properties.
2- CREATE CUSTOM MULLION PROFILES
Create a new mullion profile family for specific shapes, whether it be a

specific manufacturer profile or a weird star-shaped mullion.
97
12.1
STAIRS
BEFORE MODELING YOUR FIRST STAIR

Making a stair in Revit is easy. You set all settings for your stairs, select two
levels to join and BOOM, a wild stair appears. Sounds too good to be true?
For this level of simplicity to be achieved, you need to understand every
parameters that are either set in Stair Type, or calculated automatically by
Revit. Please read the following definitions.
BASE AND TOP LEVELS

Stairs are based on selected levels that already exist
in the project. You can add an offset on these levels
if required.
DESIRED STAIR HEIGHT

Total distance between the base and the top of the
stairs, including offsets.
DESIRED NUMBER OF RISERS

Automatically calculated by Revit, dividing Stair
Height by Maximum Riser Height. You can change
this number, which will modify the stair slope.
ACTUAL NUMBER OF RISERS

The number of risers you modeled so far.
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12.1
STAIRS
MAXIMUM RISER HEIGHT

Riser height for your stair will never go above
this value. This parameter is set on the stair type.
Usually on par with code requirements.
ACTUAL RISER HEIGHT

This distance is automatically calculated by Revit,
dividing the Stair Height by the Desired Number
of Risers.
MINIMUM TREAD DEPTH

On the stair type, specify the minimum tread
depth. When you start modeling your stair, you can
go above this number, but not below.
ACTUAL TREAD DEPTH

By default, this value is equal to minimum tread
depth set in the stair type. However, you can set a
bigger value if you want more depth.
MINIMUM RUN WIDTH

Set on the stair type, you can specify the minimum
run width. This does not include support (stringers).
ACTUAL RUN WIDTH

By default, this will be the same as the minimum
run width. You can set a higher value than the
minimum, but a lower value will result in a Warning.
99
12.2
STAIRS
CREATE A BASIC STAIR

1. SET MINIMUM AND MAXIMUM VALUES
Select the stair tool in the architecture tab. Then, click on

in the properties. Adjust Maximum Riser Height, Minimum Tread Depth
and Minimum Run Width. Usually, these values are set in order to satisfy
code requirements. This will affect all stairs using this type.
2. SET BASE AND TOP LEVELS
Select your base and top levels. Set offsets. Desired Stair Height will be
automatically calculated.
100
12.2
STAIRS
3. DRAW THE STAIR
You can now begin to draw your stair. There is many stair shape options,
for now let’s use the most common Straight one. Click a first time to
set the start point of your stair. Move your cursor to see the projected
shape of your run, based on the tread depth you have set previously. Click
again to complete the run.
101
12.3
STAIRS
9 ESSENTIAL STAIR TIPS

1- STAIR ALWAYS GO FROM BOTTOM TO TOP
When drawing a stair path, you start at the low point, and end with the top
of the stairs. If you did it backwards, flip the stairs, by clicking the Flip
button or clicking the arrow.
2- HAVE A CLOSE LOOK AT OPTIONS BAR
When entering stair creation mode, have a look at the option bar. You can
change Location Line to decide if you want to draw the stairs based on
the side or on the center of the run. You can also change the Actual Run
Width to go above the minimum you specified previously.
3- USE 3D VIEWS AND SECTIONS
Using 3D views in addition to plan views and sections is a great way to

build and understand stairs. Use Selection Box to isolate the stair in
the 3D view if required. To create stairs from a 3D view, make sure the
Workplane is set to a plan level, else you will receive a warning.
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12.3
STAIRS
4- UNDERSTAND WHERE TO FIND ALL PARAMETERS
STAIR TYPE
Controls the dimension rules of
your stairs, like riser height, tread
depth and run width.
Inside Stair Type, you will also

find Run Type, Landing Type and
Support type.
To modify these types, either go to Stair Type, or use TAB to individually

select a run, landing or support. Then click .
RUN TYPE
Inside this type, you can modify Tread Thickness, and set a Nosing Length
to your treads. You can also set Riser Thickness and decide if you want
them slanted. Also use this panel to set materials for treads and risers.
LANDING TYPE
By default, this will be the same as Run Type. Uncheck the box
to customize landing material, thickness, nosing, etc.
SUPPORT TYPE
Specify whether to use Carriage or Stringer style support. Also set
support Material, Width and Depth. See advanced tips for more
information.
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12.3
STAIRS
5- LANDINGS ARE AUTOMATIC BY DEFAULT.
If you draw two stairs run next to each other, Revit will automatically add
a landing to join the two. You can uncheck this feature when creating the
stairs (see tip 2).
Landings at the top or at the bottom of the stairs are never automatic,
they have to be created manually. Use the Landing Component and
select Create Sketch button. Then draw the outline of the landing.
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STAIRS
6- ADJUST “DESIRED NUMBER OF RISERS” TO CHANGE

STAIR SLOPE
By default, Desired Number of Risers will be equal to the lowest number

of risers you need to not go beyond Maximum Riser Height. However,
you can specify more risers to get a softer stair slope. Don’t ever put less
risers than the calculated minimum, else you will receive a warning !
7- ADJUST “ACTUAL TREAD DEPTH” FOR A LONGER RUN
Instead of adding risers, you can also put a bigger value to Actual Tread
Depth for a softer stair slope. Changing this value will make the run longer.
Again, don’t put a number below the Minimum Tread Depth, else you will
receive a warning. Warnings are annoying and mean that you are not
following your own rules.
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STAIRS
8- ADJUST “BEGIN WITH RISER” AND “END WITH RISER”
In the image below, RUN #1 has the default settings: it begins and ends
with a riser. However, we changed the settings for RUN #2, which begins
and ends with a tread instead of a riser. You can change this option by
clicking on a run and checking/unchecking the parameters.
9- SELECT RAILING TYPE WHILE CREATING STAIRS
While creating stairs, railings will automatically be added to your

stair. The default type will be the last one selected. To change it,
click the railing button and select another type, or select None for a stair
without railing. Chapter 13 is dedicated to the creation of railings.
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12.4
STAIRS
3 ADVANCED STAIRS TIPS

1- SELECT CARRIAGE OR STRINGER SUPPORT TYPE
A Carriage Support is underneath the stair, following the shape of treads

and risers. This is a type usually used for a wooden residential stair type.
A Stringer Support will be separate from the stairs, usually on par with
metallic stairs construction type. These settings are found in Stair Type.
2- SET SUPPORT DIMENSIONS

On the Support Type properties,
set all support dimension. See next
page to understand what all this
stuff means.
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12.4
STAIRS
WIDTH
The width of the support. This is always independent
from Actual Run Width, meaning you have to add
2 supports width to know the total stair width.
TOTAL DEPTH
This value is the perpendicular distance between
the top and bottom of the support.
STRUCTURAL DEPTH ON RUN

This is the distance between the bottom of the
tread and the bottom of the support, parallel to the
support diagonal.
STRUCTURAL DEPTH ON LANDING

This is the distance between the bottom of the
landing and the bottom of the support.
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STAIRS
3- CREATE MULTISTORY STAIRS
Use the Multistory stairs feature to repeat a stairs among multiple levels.
Select the stairs and click on Select Levels in the contextual tab.
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12.4
STAIRS
To create the multistory stairs, pick the levels you want to connect and
click the green check. After the multi-stair is created, use the Connect/
Disconnect Levels tool to change the selected levels.
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12.4
STAIRS
PIN / UNPIN INDIVIDUAL STAIRS: When creating a multi-story stair,

stairs behave like a group. That means modifying one of the stair will affect
all other stairs of the same height. To avoid that, select one of the stair and
unpin it. You can then modify that specific stair without affecting all the
others.
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13.1
RAILINGS
CREATE A RAILING
Railings are located on the architecture tab. Select a railing type, then
pick one of two options to create railing: Sketch on Path or Place on Host.
SKETCH ON PATH
This option allows you to draw a railing outline any way you wish to.
Draw a continuous purple line, then click the green check.
PLACE ON HOST
Choose this option to automatically create the railing based on an
existing stair or ramp. Choose placement on treads or stringer.
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13.2
RAILINGS
5 RAILINGS CREATION TIPS

1- ADJUST “OFFSET FROM PATH”
When adding a railing to stair Treads, the path offset will be set to 25.
When adding a railing to Stringer, the path offset will be set to half the
value of the stringer width. So -25mm for a 50mm stringer. You can
change these values at all time by selecting the railing and checking
properties.
2- ACTIVATE RAILING PREVIEW
Click the preview icon to show how is your railing going to look like once
it is completed. Using a 3D view with preview is the best way to test and
adjust your railing.
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13.2
RAILINGS
3- HOST RAILINGS TO SLOPED ELEMENTS OR TO A

TOPOSURFACE
Revit 2017 added the option to host railings to walls and floors. This means
if you create a wall with a slope, the railing will follow the shape.
Create a railing using the Create Railing Path option. Then select your
railing, click Pick New Host and click the wall or floor. Want to reset the
host? Pick New Host and click the empty model space.
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13.2
RAILINGS
HOST RAILINGS TO TOPOSURFACE: Since Revit 2018, you can host
a railing to a toposurface. This feature can be useful to model fences and
other site elements. Create the railing, then click on “Pick New Host” in
the contextual tab. Select the toposurface. Your railing should be following
the topography like in the image below.
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13.2
RAILINGS
4- RAILING SHAPE WILL ADAPT TO MULTIPLE HOSTS
A railing can be hosted to a stair but still adapt to the shapes of landings
and other elements. In the image below, a railing path is modified to
include part of the floors. You can see that the railing is sloped above the
stairs but becomes flat when above the landing and floors.
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13.2
RAILINGS
5- USE THE SPLIT TOOL ON A RAILING
Since the Revit 2019 update, it is possible to use the Split tool on
railings. You will find this tool in the Modify tab. In the options bar, check
the Delete Inner Segment tool to remove the railing section between two
clicks. That produces a similar effect to the “Split With Gap” tool that can
be used with walls or lines.
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13.3
RAILINGS
THE ANATOMY OF A RAILING

Before creating a railing type, you need to understand every part of it.
THE HIERARCHY OF A RAILING

The Railing Type contains
everything inside a railing. In
each type, you get to select
Top Rail, Handrail, Rails and
Balusters.
Read the definitions next page

to make sure you understand
the Railing basics.
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13.3
RAILINGS
RAIL ELEMENTS
TOP RAIL
Top rail is the highest horizontal element of a railing.
It is created by selecting a 2D profile and a height.
HANDRAIL
Handrail is an intermediate rail used for hands. They
are linked to a wall or to a railing with Supports.
INTERMEDIATE RAIL
Any horizontal rail other than the Top Rail and the
Handrail. Can be used to constraints balusters.
RAIL 2D PROFILE
Every Rail in Revit is an extrusion from a 2D Profile
Family. Use default profiles for simple shapes, or
create a custom one for fancy shapes.
EXTENSION
Use extension to add length to Top Rail or
Handrail. The extension shape can be customized.
SUPPORT
The elements that connect the Handrail to the wall
or to the railing.
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13.3
RAILINGS
BALUSTER ELEMENTS
BALUSTERS
Vertical elements that are part of the railing. Set
their shape with Baluster Family. Adjust their
spacing in Baluster Placement.
POSTS
Posts are balusters that are at the Start, the End
or the Corner of a railing. They can be added in
Baluster Placement.
BALUSTER FAMILY
Balusters are made from a full 3D Revit family.
Unless you want something fancy, you can use the
default families.
RAILING EXAMPLES
SIMPLE WALL MOUNT RAILING
This railing only uses a Handrail. It contains no
Balusters and no Top Rail. Located on walls.
COMPLICATED RAILING
This railing use a Top Rail with extension on both
sides, a Handrail, two intermediate Rails, and 3
different Baluster types. Ouch.
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13.4
RAILINGS
CREATE A RAILING TYPE

To create a railing type, select and duplicate an existing Railing type. Then
follow the steps below, which are described in the next pages.
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13.4
RAILINGS
CREATE TOP RAIL AND HANDRAILS

1. CREATE TOP RAIL / HANDRAIL TYPE
In Railing Type properties, you can select Top Rail and Handrail types.
But before doing so, we must create new types to fit our needs. Use the
Project Browser, go to Families. Under Railings, you will find Top Rail
Type and Handrail Type. Double-click and duplicate a type to begin.
2. SELECT PROFILE
Select a 2D profile family. It will be extruded to create your Rail. Use one
of Revit default profiles: Round, Elliptical, Square or Rectangular. If you
want a more complex shape, you will need a custom profile.
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13.4
RAILINGS
3. SET EXTENSIONS
Use extension if you want your rail to go beyond the railing limit. Choose
between Floor, Post and Wall extension. You can set an extension at the
Beginning and End of the railing.
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13.4
RAILINGS
4. SET HANDRAIL SUPPORTS
Supports are used to connect Handrails to

railings or to walls. Adjust Family type, Layout,
Spacing and Justification in Handrail type.
The default Revit family is Circular. In the Support Type properties, you
can adjust Radius and Height. If you want a different shape, you will need
to create another Support family.
5. SET RAILS HEIGHT
The height of Top Rail is set in Railing Type. To change Handrail height,
go to Handrail type. Also adjust Hand Clearance, which is the distance
between baluster end and the center of the handrail.
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13.5
RAILINGS
CREATE INTERMEDIATE RAILS

We already covered how to create Top Rails and Handrails. Each Railing
can also contains Intermediate Rails (also known as non-continuous rails).
Creating them is pretty simple.
1. GO TO RAIL STRUCTURE
In the Railing Type, click .
2. INSERT NEW RAIL
Click the button to add a new rail. Give a name to your rail.
3. SET 2D PROFILE FAMILY, HEIGHT AND OFFSET
Profile for intermediate rails work the same way as profiles for Handrail
and Top Rail. Select one of Revit default profile family, or create a custom
one for more complexity.
Then, set the rail height and the offset distance to the center of the railing.
The rail height can never be higher than the Top Rail. Add a material if you
wish to. You are done! Use duplicate to create many intermediate rails.
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13.6
RAILINGS
CREATE A BALUSTER PATTERN

1. GO TO BALUSTER PLACEMENT
In the Railing Type properties, you will find Baluster Placement. In this
tab, you select how to configure the balusters. You might be intimidated by
the dialog box that appears. No worry, we will make it simple.
2. SELECT A BALUSTER FAMILY
In the Baluster Family column, pick a Baluster to use. By default, Revit

contains Round, Square, Rectangular shapes. If you want a fancier shape,
you will have to make a custom family.
3. SET OFFSET TO RAILING CENTER

Use offset to set a distance between balusters
and the purple center line of the railing.
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13.6
RAILINGS
4. SET BASE AND TOP OF THE BALUSTERS
Select the base and the top of your balusters. Can be either the Host or
Rails elements. Then adjust the required offset from these elements.
In the image below, the red dashed line indicate the position of the
balusters. You can see that the baluster Base is 100mm from the Host and
baluster Top is set to the Top Rail.
5. SET DISTANCE FROM PREVIOUS
Distance from Previous is the default distance between each baluster.
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13.6
RAILINGS
6. SET BALUSTERS JUSTIFICATION
Set Justify option to decide how balusters spacing will adjust to railing
length. Beginning, End and Center will keep Distance from Previous, while
Spread Pattern to Fit will change the value to have an equal spacing.
7. SELECT POSTS
Posts are special balusters that only appear at the Start and End of a
railing. Corner posts are optional. They are used for railing intersection.
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13.6
RAILINGS
5 TIPS TO CREATE THE PERFECT RAILING TYPE

1- SHOW PREVIEW IN RAILING TYPE
Not sure how your railing is going to turn out? Use preview in Railing Type
properties to get a glimpse of what it will look like. You can select 3D views,
plan view or elevations.
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13.6
RAILINGS
2- USE PROJECT BROWSER TO FIND RAILING PARTS
Go to Families in your project

browser, then hop to Railings.
All Railing Type will be in the Railing

sub-menu (in red). The Handrail and
Top Rail also have their own sub-
menu (in blue).
All the others families are directly under the Railings category, including
Balusters and Supports. Don’t forget that all rails use a 2D Profile that can
be found under the Profiles menu in Families. To save time, use CTRL-F in
the project browser and type the name of the component you are looking
for.
3-ADJUST TOP RAIL TRANSITIONS
Select a transition style for Handrail and Top Rail. This is how the rail will
behave when a sloped railing change direction.
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13.6
RAILINGS
4- USE TAB TO SELECT SPECIFIC RAILING PARTS
If you click on a railing, the whole thing will be selected. But by using tab,
you can cycle through different parts of the railing to individually select
and modify them. These are the elements that can be selected:
See the pin icon ? Clicking it will break the link between the Railing
Type and the specific railing element. That means you can change the Top
Rail for a specific instance without affecting other railings using this type.
5- ADJUST SUPPORTS POSITION

Handrail Supports position is automatically set in Handrail
Type. Often, this position is not what we want. Tab-select and
unpin the support, then move it to the correct position.
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13.7
RAILINGS
4 ADVANCED RAILINGS TIPS
1- CREATE GLAZED RAILING WITH GLAZED BALUSTERS
Most of the time, this solution is not very good. The problem is that Revit
won’t automatically adjust glazing size to fit the length of the railing. If you
have super precise railing length and glazing dimension, this can work fine.
Use Glazed Baluster instead of Standard Baluster in Baluster Placement.
2- CREATE GLAZED RAILING WITH CURTAIN WALLS

This is the way to go! Curtain walls
are easier to use than the labyrinthic
railings. The downside is that they
won’t automatically adjust for stair
slope. You have to edit profile and
manually draw it. Need fancy glass
connectors? Create a custom mullion
family. Need a Handrail? Use a railing
on top of the curtain wall and group
them together.
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13.7
RAILINGS
3- CREATE FANCY EXTENSION SHAPES
Remember the extensions we created earlier? They were limited to 3

shapes. Turns out you can customize the shape to whatever you want.
Tab-select the Top Rail, then click the Edit Rail button. Then
click Edit Path.
Changed your mind and want to go back to the original shape?

Click the Reset Rail button when the Top Rail is selected.
Editing railing path is limited to the extensions, you cannot modify the
main part of the rail. Use this feature for Top Rail or for Handrail.
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13.7
RAILINGS
4- CREATE RAILINGS FOR MULTISTORY STAIRS
With a single click, you can add railings to all stairs in a multistory group. It
is possible to draw a railing segment that doesn’t cover the complete stair
like in the image below. The railing will automatically adjust to match the
stairs, landing and floors. Modifying one of the railing will affect all railings
hosted on stairs of the same height inside the multistory group.
134
14.1
COLUMNS
STRUCTURAL VS ARCHITECTURAL COLUMNS

This chapter is going to explore the use of structural elements from an
architecture point of view. We are not going to talk about structural
calculations. First, you need to understand the difference between both
columns tools in Revit.
STRUCTURAL COLUMNS: This type is used to create the real

columns that are actually going to be supporting a building. They are
used by structural engineers and by architects.
ARCHITECTURAL COLUMNS: They are used for 2 reasons:

to create decorative columns elements (think Corinthian style
Greek columns) or to create a box-out around the real structural columns.
Architectural columns inherit the material of surrounding elements.
In most cases, structural columns are going to be used in almost all

projects, while architectural columns are optional and are often not
necessary.
135
14.2
COLUMNS
INSERT STRUCTURAL COLUMN FAMILIES

When adding structural column families to your project, make sure
to use the default Autodesk families. Go to the Insert tab and click
on Load Family. Go to the Structural Column folder. Pick the
column you want.
The Type Catalog for the family will be opened. All the standard, pre-made
column types will be listed. Use CTRL to select all the column dimensions
you need in your project.
136
14.3
COLUMNS
CREATING A STRUCTURAL COLUMN

The structural column tool (shortcut: CL) can be found in both the
architecture tab and the structure tab.
SET THE HEIGHT PLACEMENT OPTION: By default, columns are

created using the Depth height option. This option is confusing and will
likely result in a warning if you try to create a column. Instead, change this
setting to Height.
SELECT THE TOP LEVEL: When creating a column in a plan view, the
base will always be locked to the associated level of the view. That means if
you are in Level 1 a view, the base will be set to Level 1. In the options bar,
select the top level to be associated to the column. You can’t adjust the
top/base offset for the moment.
137
14.3
COLUMNS
CLICK TO CREATE, ADJUST OFFSETS: Click anywhere on the plan
view to create the column. Select the column and adjust the base and top
offset in the instance properties.
CREATE COLUMNS AT GRIDS INTERSECTIONS: When

creating a new column, click on the At Grids tool and select all
the necessary grids. Click on the green check to complete. Columns will
automatically be created at all selected grids intersections. Columns will
move with their matching grids unless the Moves With Grids instance
properties is unchecked.
138
14.4
COLUMNS
ADJUSTING DETAIL LEVEL

At the bottom left of the opened view, you will find
the Detail Level option. This tool has a major effect
on the visual representation of columns. You can see
in the image below what happens when you change
the detail level in a plan view.
You have to be especially careful in elevation and section views. Often,

columns will only display a line when set to the Coarse detail level.
Learn more about Detail Level on page 148.
139
14.4
COLUMNS
CREATE A DARK SOLID FILL FOR COLUMNS

In conceptual views, it‘s helpful to have columns appear with a dark solid
fill. You can create this effect in a single view by using the Visibility/
Graphics menu. You will find this tool in the view tab or by using shortcut
VG. Click on the Cut pattern override of the Structural Columns
category. Add a solid fill and pick a dark color. This technique works great
with concrete and wood columns, but you might have issues with some
steel column families since they are often hollow in the middle.
140
15.1
SITE
CREATE A TOPOSURFACE
Create a site in your model by creating a Toposurface in the Massing

& Site tab. Add points and set their elevation in the option bar.
Create points at different elevations to create a dynamic topography.
SUBREGION: Want to create road and sidewalks on the site? Use

the Subregion tool and assign a different material.
141
15.2
SITE
CREATE A BUILDING PAD
BUILDING PAD: This tool is used to create a hole in the

toposurface for the building.
The creation process for a building pad is similar to a floor. Set the purple
boundary lines to the exterior foundation limits. Use the lock button to
make sure the building pads move with the foundations. Set the level and
offset you want the pad to reach in the properties.
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16.1
MATERIALS
CREATE A MATERIAL
Find the Material tool in the manage tab. The easiest way to create a
new material is to duplicate another one by right-clicking it.
Then, set the Name and other information on the Identity tab. Then set
the Color in the Graphics tab. Colors only appears in Shaded views.
143
16.1
MATERIALS
You can now assign a Surface Pattern that will be visible on the outside of
a material. Cut Pattern will be shown when the material is cut. To create a
new Pattern, refer to the Region chapter (page 186).
MATERIAL APPEARANCE
The material Appearance is

used for Realistic view type
and Renderings. Set an image
for texture and other rendering
options. You can pick an pre-made
appearance asset from Autodesk
database.
144
16.2
MATERIALS
SPLIT FACE / PAINT
SPLIT FACE: Need multiple materials on a surface? Use the Split

Face tool. This feature can be used on walls, floors, ceilings and any
other modeled element. Draw the boundaries with purple lines.
PAINT: Paint tool is used to set another material to a surface.

Select a material and click on the surface you want to modify.
REMOVE PAINT: If you want to remove a material you added using

the Paint technique, use the Remove Paint tool.
145
17.1
ROOMS
WHAT IS A ROOM?
Rooms are created to calculate area and to be sorted in schedules.
Boundaries are automatically created, with walls used as limit.
To create a room, select the Room tool (shortcut: RM) and click in an area
defined by wall boundaries. The limits are represent by blue lines.
ROOM SEPARATOR: Sometimes, boundaries defined by walls are

not enough. Add additional boundaries with Room Separator tool.
ROOM BOUNDING: Want

a wall that doesn’t count as a
room boundary? Select it and
deactivate “Room Bounding” in
the properties.
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17.2
ROOMS
ADJUST ROOMS HEIGHT

Rooms can also be visible in sections.
Adjust a room height by going to a section
view and dragging the arrows. You can also
use the room properties to adjust height
offsets.
ROOM TAG
A Room Tag will appear by default when you create a new room. This
tag can contain any information from the room, like room name,
room number and area. Click on a parameter to change it. See chapter 29
for more info about tags.
147
PART 2
VIEWS
Learn how to create views and control their options. Also learn
how to create great detailing and control visibility in your views.
18.1
VIEWS
HOW TO CREATE NEW VIEWS
These are all available views in Revit. Go to View tab to create them. The
following pages will guide you through the specifics of each view category.
DUPLICATE VIEW
Use Duplicate View in view tab to create a copy of current view.
Look in Project Browser to find new view with Copy 1 added in title.
Use Duplicate View with Detailing to

also copy all tags, lines, regions, dimensions
and 2D annotation elements.
RENAME VIEW
To Rename a view, go to
Project Browser and right-
click on a view. Select
Rename in the menu.
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18.2
VIEWS
5 SETTINGS TO ADJUST IN EACH VIEW

Sections, Elevations, Plan Views, Ceiling Plan, 3D views: they all share the
same view settings. Most of them can be adjusted in the View Control Bar.
1- SCALE
Every view type except Perspective have a Scale. Notice that when
changing scale, the lines thickness seem to change. Once printed, these
lines actually remain the same thickness on the sheet.
2- DETAIL LEVEL
Choose between Coarse, Medium and Fine. In Fine detail, all

layers of elements composition are visible, like in the wall section below.
Usually, small scale views use Fine and big scale views use Coarse.
150
18.2
VIEWS
3- CROP REGION
Crop Region is used to set visible boundaries of a view. First, make

sure Crop View is activated. Then, move the crop region points.
Use Edit Crop tool if you want something else than a rectangle for
the shape of the crop. Draw boundary lines to fit required shape.
Use View Break tool to split a view. Use arrows to adjust.
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18.2
VIEWS
4- VISUAL STYLE
What appearance do you want your view to have? On most views,

Hidden Line visual style should be used.
Wireframe style makes everything transparent. It can be useful for

modeling, but very rarely used for printed documents.
Shaded, Consistent Colors and Realistic visual styles are usually

used for presentation documents, like 3D views and elevations.
5- SHADOWS
Most of the time Shadows should be turned off, especially for

construction documents. However, they can create nice effects if you are
designing or producing presentation documents.
152
18.3
VIEWS
SETTING FAR CLIP

Far Clip is a setting available for Sections, Elevations and 3D
Views. It lets you control how far you want to see a view.
Find these settings in the instance parameters of each view.
SELECT FAR CLIPPING MODE
SET FAR CLIP OFFSET
This is distance between the start of the view and the clip.
153
19.1
PLAN VIEWS
CREATE PLAN VIEWS

Plan Views are always associated with a specific Level.
Reflected Ceiling Plan are the same as plan views, except the view
is looking up instead of down. They are also associated to a level.
When creating a new plan view,

you will be asked to choose a
level to associate the view. If the
level you want is not available,
it means a view already exist in
your project.
Associated level is indicated in properties:
ADJUST VIEW RANGE

View Range is located in the instance
properties of a view.
View range controls what part of your project is visible in a Plan or RCP.
Objects that are in the Cut Plane plan will display with thick lines, the
objects in the Visible Range will display with light lines. The View Range
dialog looks complicated, but most of the time what you need to set is
actually simple. Have a look at the images next page to understand.
154
19.2
PLAN VIEWS
HOW VIEW RANGE WORKS
155
19.3
PLAN VIEWS
ADVANCED VIEW RANGE TIP 1: VIEW DEPTH

As you might notice in the view range dialog, there is an additional setting
called View Depth. This value is always below the bottom value in a plan
view and always above the top value in a RCP. It creates an additional
range of visibility with unique features. Everything in the red range will
display using the <Beyond> line style.
156
19.3
PLAN VIEWS
By default, your <Beyond> line style is probably a standard black line.
Maybe you want to use a dashed green line instead? Go to the Line Styles
menu (see page 176) in the Manage tab to modify the <Beyond> style for
all views. You can also modify the <Beyond> line style in a single view by
using the Visibility/Graphics menu (see page 172).
In the example below, the footing of the foundation walls are located in
the View Depth range. That means the footings will be displayed using
the <Beyond> line style. In the second image, the <Beyond> line style is
modified so it is thick dashed green instead of thin solid black.
157
19.3
PLAN VIEWS
ADVANCED VIEW RANGE TIP 2:

PLAN REGION
What happens when a single view range isn’t enough in a view? In the
example below we have windows at different height in a view. A single cut
plane value isn’t enough to see all windows.
That’s when you can use the Plan Region

tool. You will find it in the dropdown menu
of Plan Views.
158
19.3
PLAN VIEWS
Draw the boundaries of the plan region on the area where the center
window is located. Click the green check to complete.
Then, select the plan region and click, on the View Range button. Set the
Cut plane value so it intersects the middle window.
Click OK to complete. The window should now be visible!
159
20.1
SECTIONS
CREATE A SECTION
Sections are created by clicking a start point and a end point. They
can be created in Plan views, elevations or sections.
Adjust Far Clip by moving blue arrows. Flip section by clicking arrows icon.
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20.1
SECTIONS
GO TO SECTION
Enter the section by right-clicking and selecting Go To View.
ADJUST SECTION EXTENTS
Move the vertical arrows in plan views, or adjust crop to define section
extents. Move blue dot to adjust section head only in plan view.
161
21.1
ELEVATIONS
CREATE AN ELEVATION
Elevations are created in plan view, by clicking in front of a wall. The
orientation will adjust to be perpendicular to the wall angle.
Like with sections, adjust extents in plan or directly in the elevation.
ADD MULTIPLE ELEVATIONS
Select Elevation Tag and check boxes to add more elevations. To go to a

specific view, right-click one of the Elevation Mark and select Go To View.
162
22.1
CALLOUTS
CREATE A CALLOUT
Callouts are used to create a “zoomed in” small scale view. They can
be created in Plan views, Sections and Elevations.
CALLOUT TYPES: When making a callout, select Detail View type

to draft detailing and Plan View Callout for close-ups like bathroom.
The main difference is that by default, Detail View callouts only show up in
the view they were created.
163
23.1
DETAILS
CREATE DETAILING
Let’s break a persisting myth: Revit is awesome to create detailing. No, you
don’t have to go back to AutoCAD. The work-flow is indeed different from
a CAD interface, but trust us: you are eventually going to love it.
HYBRID TECHNIQUE - LIPSTICK YOUR MODEL

The most common way to create detailing is to take your raw 3D model
elements and apply lipstick to it. That means using lines, text, regions,
detail components and various 2D elements on top of the model until you
get the perfect look.
The benefits of this technique is that you always have a link between the
model and the 2D drawings. If a wall is moved, this will be reflected in the
details. However, this can be a double-edged sword: someone might move
a roof by accident, screwing up the detailing completely.
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23.2
DETAILS
8 TIPS FOR EFFICIENT DETAILING
1- ORGANIZE VIEWS
First step in great detailing is to create a medium scale Wall Section.

Usually, this section is left without much 2D detailing. Only a few tags and
dimensions are created. You can then create small scale Callouts, where
you will add the required lines, region, detail components, etc. Rename
views with numbers to make everything cleanly organized in your project
browser.
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23.2
DETAILS
2- ADJUST DISPLAY MODEL
Adjust Display Model with Normal, Halftone and Do Not Display mode.
Notice that Grids and Levels still remain visible even when set to Do Not
Display.
3- CREATE DETAIL GROUPS
If detail elements are going to be repeated on multiple views, consider

creating a group. Select 2D elements and create a Detail Group with
them. Be careful: never create a group within a group.
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23.2
DETAILS
4- USE DETAIL COMPONENT TO SIMPLIFY DETAILS
When detailing, avoid overusing lines and regions: instead, opt for
Detail Components in Annotate tab.
Detail Components are 2D parametric families. You will find many of them
in the RP template. Below, we have a 25mm (1’’) rigid insulation Detail
Component that can be stretched with the blue arrows.
5- USE BATT INSULATION TOOL
Revit has built-in Insulation tool located in Annotate tab. Select a

width in the option bar, then draw the beginning and end point.
6- USE REPEATING DETAIL COMPONENTS
Repeating Detail Components use

a detail component and repeats it.
In this example, we use the tool to
create a brick wall.
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23.2
DETAILS
7- USE DRAFTING VIEWS TO DETAIL WITHOUT MODEL
Drafting Views are your 2D safe space. There is no link between a

drafting view and the model. This is AutoCAD mode.
This view type is used for typical details reused from one project to
another. They are also used for detail that don’t require input from your
model. You can’t use Crop Region on Drafting Views.
8- USE 2D TECHNIQUE FOR REPETITIVE PROJECTS
The 2D/3D hybrid technique is not appropriate for certain types of

projects. The problem is: it’s impossible to copy/paste a complete detail.
Let’s say you are designing 10 almost identical supermarkets in a year.

You could create details made entirely in 2D elements for the first
supermarket, which can then be reused for the other ones.
To use this technique follow these steps: Set model to Halftone, draw
the detailing, set model display to Do Not Display, then create Detail
Groups. To reuse detailing in other projects, simply copy/paste the groups.
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24.1
3D VIEWS
CREATE 3D VIEWS
Clicking on the Default 3D Views icon create an orthographic view
of your model.
To spin your model around, hold SHIFT + Mouse Wheel. The center of the
spin will be the selected element.
VIEW CUBE: Click on the corners or faces of View Cube to adjust view.
SECTION BOX: Activate in view properties, use arrows to adjust box.
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24.2
3D VIEWS
CREATE A PERSPECTIVE
Perspectives (camera) are created by clicking an observer point,
then clicking where the observer is looking.
Then, adjust Crop Region to set the limits of the perspective.
To adjust the observer, click the crop region and go to plan view. The
camera will be visible and you can adjust the position. If some part of the
view is invisible, make sure to adjust Far Clip settings.
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24.2
3D VIEWS
AIRPLANE MODE IN REVIT 2021
The new version of Revit includes the Airplane mode. This can be
activated inside a perspective view. Click on the small paper plane icon in
the Navigation Bar.
Activating this feature will create an experience similar to Enscape and

Lumion. You can use WASD keys to move. Q and E keys can be used to
move up and down. Use Shift + Mouse Wheel to adjust the speed while
moving through the view.
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25.1
LEGENDS
WHAT ARE LEGENDS USED FOR ?

Legends are the only view type that can be placed on multiple
sheets. Mostly used with 2D annotations elements like lines and
text, you can also incorporate Legend Components from annotate tab.
In the image below we create a Wall Legend, where we bring a 2D sample

of a brick wall. Select the wall type, length and view type in the option bar.
You can then add text, dimensions, detail components, lines and regions to
embellish the legend.
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26.1
VIEW TEMPLATES
WHAT IS A VIEW TEMPLATE?

Suppose you just created the perfect elevation, with scale, shadows,
visibility graphics and far clip offset set perfectly for your need. To replicate
these settings to other elevations, you need to use View Templates.
CREATE A VIEW TEMPLATE

Enter your perfect elevation. Go to view tab and select Create Template
From Current View. A menu appears: give a name to the view template,
then select which view settings to include. In the example below, we
choose not to include Shadows in the view template.
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26.1
VIEW TEMPLATES
ASSIGN VIEW TEMPLATE TO A VIEW
Time to assign your new template to another view. Below we have an

elevation showing the other side of our building. In the view Properties,
click View Template and select the template you’ve just created.
SETTINGS INCLUDED IN TEMPLATE ARE LOCKED
As you see in the image, you can’t modify the visual

style. This is because we used Consistent Colors
style in the template. Settings that are part of a view
template become gray: you can’t change them.
If you want to use another visual style, remove the view template from the
view. You can also modify or uncheck Model Display in the view template
settings.
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26.1
VIEW TEMPLATES
ASSIGN TEMPLATE TO ALL NEW VIEWS

What if you want every single new elevation to have the cool style of your
Perfect Elevation? You have to assign the view template to the View Type.
Click on in the view properties. Then, set the correct template

in View Template applied to new views parameter.
Uncheck this feature if you want new views to be independent from the
View Template:
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27.1
VISIBILITY
HIDE ELEMENTS
Hiding an element means that it becomes invisible in the current
view, but still remains in the model.
To hide, click an element and use shortcut EH. You can also use right-click
menu and click on Hide In View - Elements.
REVEAL HIDDEN ELEMENTS TO BRING THEM BACK
Want to bring hidden elements back? Click on the lamp icon

at the bottom left of your screen. Everything hidden is now pink!
Click pink elements, then click Unhide Element in contextual tab.
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27.2
VISIBILITY
HIDE CATEGORY
What if you want to hide every single door in a view? You need to
use Hide by Category.
UNHIDE CATEGORY
Reveal hidden elements, then select a pink element from a hidden
category. Use this tool to bring them back.
VISIBILITY GRAPHICS
For more control over what is visible or not, use Visibility Graphics
(shortcut: VG or VV) in View tab. Check/uncheck each category
to adjust visibility for current view.
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27.3
VISIBILITY
EXPAND EACH CATEGORY FOR MORE OPTIONS
Each Visibility Graphics category can be

expanded to see more available fields. In
this image, you can see all available visibility
categories for Doors. That means you can
hide all Door Frames from a view, but still
see the other door components.
TEMPORARY HIDE/ISOLATE ELEMENTS

What if you want to temporarily hide elements? Use the magic
glasses located on the View Control Bar.
Select elements and click the glasses. Isolate Element will hide everything
else. Hide Element will only hide these elements. Click the glasses again
and select Reset Temporary Hide to unhide everything.
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PART 3
ANNOTATE
Now that you have modeled a building and created views, time
to learn how to add 2D elements like lines, tags, text, regions
and dimensions.
28.1
LINES
DETAIL LINES VS MODEL LINES
DETAIL LINES MODEL LINES
• 2D only • 2D and 3D
• Visibility: Specific to a view • Visibility: Appear on all views
• Workset: No • Workset: Yes
• Workplane: No • Workplane: Yes
• Used for: Details, Symbolic Lines • Used for: Real Geometry
• Shortcut: DL • Shortcut: LI
• Ribbon Tab: Annotate • Ribbon Tab: Architecture
CONVERT LINES
A detail line can be converted to a model line and the other way
around by clicking the Convert Lines button in the contextual
tab.
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28.2
LINES
CREATE A LINE STYLE
Detail and Model lines share the same line styles. The Line
Styles menu is located under Additional Settings in the
Manage tab. To create a new line style, click New and enter a
name. Then, set the Weight, Color and Pattern parameters.
Line Patterns and Line Weights can also be accessed in the Additional
Settings sub-menu. It is recommended not to modify these settings unless
you know exactly what are you are doing.
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29.1
TAGS
WHAT IS A TAG?
Tags are text labels that display information from a model element.
A tag will automatically update when an element is modified.
Each element requires a different tag family. If you use RP template, you
will find all necessary tags for architecture elements.
ADD TAGS TO YOUR VIEWS

Tag by Category (shortcut: TG): Click on the element you want to tag.
Tag All: Select a category and a tag type. All elements will be tagged.
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29.2
TAGS
CHANGE TAG TYPE
There can be multiple tag types for the same element. For example, we
might have a wall tag that shows the wall type, while another that show the
wall height. Select the tag and change it in the Type Selector.
ROOM TAG / MATERIAL TAG

Some category have their own tags tool built-in Revit, like Materials and
Rooms.
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29.3
TAGS
5 BASIC TAGS TIPS
1- ACTIVATE LEADER
Tag is unreadable at a specific position? Click the leader option in the

option bar. Add a shoulder if required. By default, the leader will point to
the center of the element. If you don’t like that, use Free End instead of
Attached End and reposition the point.
2- SELECT A LEADER ARROWHEAD TYPE
Select a tag and click on

.By default, leader
arrowhead is set to None.
Select among the options for
the arrowhead of your choice.
184
29.3
TAGS
3- SET TAG VERTICAL
By default, tags are horizontal. To set them

vertical, click a tag and select Vertical in the
option bar.
4- ADD A SECOND LABEL TO A TAG
What if you want your door tag to also show the door Width? Select the
tag and click Edit Family in the contextual tab. Add another label
above the existing one and click Edit Label. Remove the Mark parameter
and select Width parameter. Save and load your family in your project. The
tag now display Width above the door number.
185
29.3
TAGS
5- IN REVIT 2021, CREATE ROTATED TAGS
In previous versions of Revit, tags orientation were limited to horizontal

or vertical. They could not match the rotation angle of the associated
element. In Revit 2021, tags can now match the rotation angle of an
element. Inside a tag family, option Rotate with component can be
activated. When this box is checked, the tag will rotate along with the
associated element.
When loaded back in a project, the tag will match the rotation value of its
host. You can see an example below with a door tag family.
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30.1
TEXT
PLACE TEXT AND ADJUST LEADERS
Go to Annotation tab and select the Text tool. Click or create a

rectangular text box, then start typing.
Set Leaders and

Alignments. You will
find these options in the
contextual tab.
Multiple leaders can be used on the same text. Select if you want the
leader to be attached to the top, middle or bottom of the text.
ADJUST TEXT FONT, COLOR AND SIZE
Select a text and click . Use

duplicate if you want to create a different
type. Adjust Color, Font and Size. If the
Background is set to opaque, a white
rectangle will surround the text field.
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31.1
REGIONS
WHAT IS A REGION
If you come from the wonderful world of AutoCAD, you might still
have nightmares about using Hatch. Regions are like Hatch, but
they actually work. Regions are made from a repeating Pattern.
DRAW A REGION
Creating a region is similar to a creating a floor: draw a closed boundary

and click the green check. A really useful feature is that each region
has a bunch of blue arrows you can move to quickly adjust the
boundaries.
ADJUST BOUNDARY LINES
Each boundary line of a region can be set

to a specific Line Style. Want the upper
line to be super thick? Select Wide Line.
You can also select Invisible Line type
if you don’t want a boundary line to be
visible.
188
31.2
REGIONS
EDIT A REGION TYPE

MODEL VS DRAFT PATTERNS
A critical element when modifying a region is being mindful of Model or

Draft parameters. Draft patterns adapt to the scale of a view. They will
always print the same size on a sheet. Use them for symbolic patterns, like
Ground and Gypsum.
Model patterns are used to represent real life dimensions. That means
their size will adapt depending of the scale used. Use them for patterns like
Brick and Ceramic.
189
31.2
REGIONS
CHECK OR UNCHECK THE MASKING OPTION
In the region type properties, check

or uncheck the Masking option. As
you see, activating the option will
hide everything located underneath
the region. Unchecking this
feature will keep everything below
transparent.
SET BACKGROUND AND FOREGROUND PATTERNS
Revit 2019 introduced the possibility of using 2 different patterns for the
same regions: a background pattern and a foreground pattern. The most
common use of this feature is to set a grey background solid fill while using
a line pattern to represent a material in the foreground.
190
31.3
REGIONS
SET COLOR AND LINE WEIGHT
The Line Weight value will affect both patterns in your region. However,
you can assign a different color to each pattern. In the image below, we
create two distinct regions using the same patterns but with different
colors and line weight.
HIDE THINGS WITH MASKING REGION

Masking Region are like regular regions, except they always have a
solid white opaque pattern. Use them to hide elements.
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31.4
REGIONS
CREATE A PATTERN
To create a new Pattern type, go to Pattern settings in Manage tab,
under Additional Settings menu.
Select either Drafting or Model pattern, then click on New. Use Simple
pattern type. Then, set line angle and spacing.
If you need more complex patterns, select Custom pattern type and
import a .pat file. Check out the free pyRevit plugin to create custom
patterns. Patterns created here are used for both Materials and Regions.
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32.1
DIMENSIONS
CREATE A DIMENSION
Pick among these dimension tools in the Annotate tab. Most of the time,
you will use the Aligned (shortcut: DI) dimension.
USE TAB TO CYCLE THROUGH REFERENCES
Use Tab to select the correct reference when they are close to one
another. For example, press tab to cycle between Centerline and Face.
CLICK ON ELEMENT AND CHANGE VALUE TO MOVE IT
Select element: the

dimension value becomes
blue. Change the value and
the element will move.
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32.1
DIMENSIONS
SET OVERRIDES, PREFIX AND SUFFIX
Select a dimension and double-click on a value. You will access a menu

where you can add text around the value.
You can also replace the dimension value with text. You can’t replace with a
number, because Revit don’t want you to be confused.
ADD/REMOVE MULTIPLE WITNESS LINES
Dimensions can be used with multiple references. Click a point in the

white void to complete dimension. Use Edit Witness Lines tool in
contextual tab adjust references.
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32.1
DIMENSIONS
CLICK EQ BUTTON EQUALLY DIVIDE TOTAL VALUE
What if you want equal distance between multiple references? Click the
EQ button above the dimensions. Total length will remain the same, but
elements in the middle will be adjusted.
MOVE VALUE TO CREATE LEADER
See the blue dot below a value? Move it wherever you want and a leader
will be automatically added.
195
PART 4
PUBLISH AND COLLABORATE
Once your project is modeled and annotated, time to put it on

sheets, print it and share it with the world. Also learn how to
collaborate with multiple users and work with CAD files.
33.1
SHEETS
USING SHEETS
Now that all your views are created, time to place them on sheets.
CREATE A SHEET
Go to view tab and click the sheet icon.
SELECT A TITLE BLOCK

When creating a new sheet, you will be asked to select a title block.
If using the RP template, pick your favorite format.
197
33.1
SHEETS
RENAME SHEET NAME AND NUMBER
Have a look in the project browser: you will see your new sheet, with
“Unnamed” as the sheet title. Right-click to rename sheet number and
name. Then, double-click to enter the sheet.
PLACE VIEWS
Click the Place View button in the view tab. You can also drag a
view from the project browser to the sheet.
198
33.1
SHEETS
CHANGE SHEET PARAMETERS
In the sheet title block, you’ll find a bunch of parameters. Simply click on
the label to adjust each parameter. Some of these are automatic and can’t
be changed manually, like scale.
COLLAPSE SHEET TO SEE ALL VIEWS
Once you placed all required views on the sheet, click the + sign in the
project browser. You will see all views on the sheet and can enter them.
199
33.2
SHEETS
VIEW REFERENCES ARE AUTOMATIC

When adding a view on a sheet, Revit will automatically assign the correct
view number and sheet number anytime that view is referenced. To change
the detail number, go to the view instance properties and change the value
for “Detail Number”.
REFERENCE OTHER VIEW
Sometimes you will need to reference a view that already exist, or

reference a drafting view. Create a section, elevation or callout and click
on “Reference Other View” in the contextual tab. Select the view, then
draw the annotation symbol.
200
33.3
SHEETS
3 TIPS TO NAVIGATE SHEETS

1- DOUBLE-CLICK TO ACTIVATE / DEACTIVATE VIEW
When inside a sheet, double-click on a view to enter it and make

modifications. Double-click on the outside of the view to deactivate it.
201
33.3
SHEETS
2- USE “TITLE ON SHEET” OPTION
Sometimes, you want to use a different view name than what is written in
the project browser. For each view, change the “Title on sheet” parameter.
3- REMOVE VIEW TITLE
Title of a view don’t need

to be visible on the sheet.
Click on a view and select
“No Title” in the type
selector to remove it.
202
33.4
SHEETS
ADVANCED TIP: MODIFY A TITLE BLOCK

Before you print a sheet, you should modify the RP title block to fit your
own standards. Select title block and click the Edit Family button.
INSERT IMAGE: Remove the Revit Pure logo and add your own
one using the Insert Image tool in the insert tab.
ADJUST BOUNDARIES: The print size of a Title Block is

constrained by Invisible lines on the boundaries. Adjust them.
ADJUST LABELS: Use the Label tool to display parameters from

the sheet to the title block.
For more information on Family Creation and labels, see chapter 44.
203
34.1
REVISIONS
CREATE A NEW REVISION

Click the Revisions icon in View Tab. From here, you can control all
revisions, which will automatically be updated in sheets and tags.
ADD A REVISION TO A SHEET
There is two ways to add a revision to a sheet: create a Revision Cloud, or

manually add it in the instance parameters, by clicking Revisions on Sheet.
Check each box of revisions you want to add to a sheet.
204
34.2
REVISIONS
As you see below, revisions are now listed on the sheet.
CREATE A REVISION CLOUD
In the Annotate tab, you will find the Revision Cloud tool. Click it
and associate the cloud to a revision you just created.
Then, create a Tag to show the revision number.
205
35.1
PRINT
PRINT YOUR SHEET OR VIEW
Your view or sheet is ready? Time to print. Press CTRL-P or select

Print in the big R menu on the upper left of the screen.
Click to adjust print settings:
PAPER: Choose the paper size that fits the Title Block format, or another
size if you don’t mind the print not being the correct scale.
ORIENTATION: Select Portrait or Landscape.
ZOOM: If you want to print the correct scale, use 100% Zoom setting.
206
35.1
PRINT
SAVE SETTINGS: Once you are satisfied with the settings you have
adjusted, you can save them to be reused later on. Click Save As.. and
select a name.
PRINT MULTIPLE SHEETS AT ONCE
In the Print Range settings, select “Selected views/sheets”. Then, click

select and choose all views you want to print.
COMBINE VIEWS: Printing to PDF format? If you have selected

multiple sheets, you should check the “Combine multiple selected views/
sheets into a single file.” It will create a single PDF file instead of creating
one for each sheet.
PRINT WINDOW: If you come from the AutoCAD world, you might
notice there is no Print Window tool. To print only part of a view or a
sheet, your best bet is to use Windows Snipping Tool.
207
36.1
CENTRAL FILES
WHAT IS A CENTRAL FILE?

First and foremost: if you are working alone, you can skip this chapter. This
is about multiple people working on the same model, meaning some of you
reading this are not concerned.
For those wanting to collaborate or working with a team, you have to

understand the difference between Central File and Local File.
Each user creates a Local File to work simultaneously on the same project.
Then, they synchronize the changes to the Central File, which is located
on a local server (or on the cloud).
208
36.2
CENTRAL FILES
CREATE A CENTRAL FILE

To create a central file, you have to allow Worksharing. Go to
collaborate tab and click the Collaborate icon.
Unless you have a cloud subscription, choose the network option. You
notice that Worksets are activated. Don’t worry about worksets when
working on a small project.
Then, Save As... your model into the right folder in your network. Make
sure the option is checked. Close the
central file.
CREATE A LOCAL FILE

Now that your central file is created, you can create a local file. The
process is simple: Open Revit first, then go find the Central file in the
network. Click once on the file and make sure the option
is activated.
By default, the local file is created in MyDocuments folder, and your

username will be added to the file name:
SYNCHRONIZE
To bring your work from the local file to the central file, you have to
use the Synchronize with Central tool located in Collaborate tab.
209
36.2
CENTRAL FILES
NEW WORKFLOW IN REVIT 2020 / REVIT 2021

If you are using the latest version of Revit, the use of central and local
file has been simplified. In the home screen recent files, a small icon will
indicate if the file has a central model. If you hover your cursor above the
file preview, a pop-up info box will indicate the file locations.
If you click on the file, you will receive a warning like in the image below. A
local file will automatically be created. If you’ve already created a local file
before, you will be asked if you want to overwrite or preserve and append
timestamp. Most of the time, you should keep the backup local files.
210
36.3
CENTRAL FILES
COLLABORATION
If you try to modify an element that another user is currently working on,
you will receive a warning like in the image below:
To solve this problem, you must ask the other user to Synchronize with
Central.
It is usually recommended to create a new Local copy every day, so you

have multiple backups of your project. When creating a new local, select
“Append timestamp” to keep a collection of old local files with date.
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37.1
LINK CAD
PREPARING CAD FILES

Any CAD files linked into Revit must follow a careful process.
1- BIND XREFS: Xrefs can cause problems. Open the Xref dialog box and
Bind them all, preventing duplicate layers.
2- RUN “PURGE”: This removes unused layers, linetypes, blocks, etc.
3- RUN “SETBYLAYER”: All lines settings should be set to layers,

ignoring any color, linetype or lineweight overrides. Use the Setbylayer
command to quickly resolve this problem.
4- FREEZE USELESS LAYERS: Freeze all layers not required in Revit.
5- SAVE A COPY: Keep the original DWG file just in case. Save the
modified file in a Revit “CAD Links” subfolder.
USE LINK CAD, NOT IMPORT CAD

Now that your DWG file is ready, you can bring it to Revit.
You will notice that there is two options to bring the DWG
file: Import and Link.
Avoid using Import CAD. It makes your model heavier, causing

performance issues. Link CAD is better: it loads the latest version of the
DWG each time you open Revit and is more efficient to manage the files.
212
37.2
LINK CAD
USE THESE LINK CAD SETTINGS

You have many settings to adjust when linking a DWG file. Follow the tips
below for the best results.
ACTIVATE CURRENT VIEW ONLY: If left unchecked, the DWG file

will appear in all views of the model. In most cases it is better to import to a
single view only.
COLORS: BLACK AND WHITE: The default setting is Colors, but you
should change that to Black and White. It provides better visibility.
LAYERS: VISIBLE: By default, all CAD layers will be imported. Set

the option to Visible, which means layers that are hidden or frozen in
AutoCAD won’t be imported.
POSITIONING: The best way to position DWG file is usually to use

Manual - Center option. The Auto - Origin to Origin option can also be
useful if the CAD file origin is synced with the Revit model.
213
37.3
LINK CAD
4 LINKED CAD TIPS
1- USE QUERY TOOL TO HIDE CAD LAYERS
Select a DWG file inside your Revit Model. In the contextual tab,
you will find the Query tool. Click a line inside the DWG, then use
Hide or Delete to make the layer invisible.
2- SET BACKGROUND OR FOREGROUND
Set the instance properties of the CAD file to Background or Foreground.
214
37.3
LINK CAD
3- RELOAD OR ADJUST DWG FILE IN “MANAGE LINKS”
Go to the Insert tab and click Manage Links. Go to the Cad Formats
tab in the menu. Click Reload to refresh to the latest version of the
CAD file, or Reload From... to replace the DWG by a different file.
4- USE COLORED OVERRIDE ON DWG
Need to use information from a DWG to create a Revit model? Set

a colored override to distinguish the CAD from the model. Use the
tool in the contextual tab.
215
37.4
LINK CAD
LINK A PDF
Revit 2020 introduced the ability to link a PDF inside Revit. You
will find the tool in the Insert tab.
The PDF will be imported as a 2D object in the current view only. You have
to specify which page you want to import each time you select a PDF file.
You can also specify a DPI import value.
216
37.4
LINK CAD
If the PDF contains vector lines, you can use the Enable Snap feature to
interact with the lines using tools such as “pick lines”.
217
37.4
LINK CAD
Once the snaps are activated, you can use the “pick walls” tool to use the
PDF as a reference to create new walls and other model elements.
Go to the Manage Images menu to reload, relink or make any

change to your PDF link.
218
37.4
LINK CAD
NEW IN REVIT 2021: LINK IMAGES
One of the best new feature in Revit 2021 is the ability to link images.
Previously, you were forced to import images, which added to the size of
your model and reduced performance. Always use the Link Image tool
instead of the old import tool. In the manage links menu, the Images tab is
now available to modify existing links.
219
38.1
EXPORT CAD
HOW TO EXPORT TO DWG

Want to create CAD files from your model? Click the big R on the upper
left of the screen, then select CAD format and DWG.
You might want to adjust export settings. To do that, click ... in the export
setup.
In these settings, you can map Revit objects to specific layers. Also select
Units & Coordinates and the specific CAD version you want to export to.
220
PART 5
ADVANCED TOOLS
Warning: you should not read this part if you haven’t completed
a project in Revit, or at least spent a significant number of hours
into the program. Try the Super Secret Monster Lab exercise.
Get deeper and learn how to use advanced tool such as

schedules, phases, worksets, groups, model in-place, families and
design options.
39.1
SCHEDULES
WHAT ARE SCHEDULES USED FOR ?

Schedules are spreadsheets connected to your model. If you make a
change to an element in the model, it will be updated in the schedule and
the other way around. Here are they different types you will be using:
BASIC SCHEDULE: LIST AND QUANTIFY ALL ELEMENTS

Most common schedule type, this is used to list and quantify all elements.
Below, we have a wall schedule sorted by level, listing type and area.
SHEET + VIEW LISTS: CREATE ELEMENTS LIST

Sheet lists are usually placed on the front page, while view list are usually
used internally to control the project.
222
39.1
SCHEDULES
MATERIAL TAKEOFF: CALCULATE MATERIALS

Want to know how many plywood boards area you have in the project?
This is the schedule you are looking for. Quantities are calculated
regardless if the material is part of the wall, roof, ceiling or column. This
can be used to estimate cost.
NOTE BLOCK: ORGANIZE PLAN NOTES

This schedule type is used to list 2D generic annotation families. The main
use is to produce plan notes (see next chapter).
223
39.2
SCHEDULES
CREATE A BASIC SCHEDULE

When creating a new schedule, you will be asked to choose a model
category. Also select the phase and name your new schedule.
Then, you need to organize your schedule with the following properties:
FIELDS
Fields are parameters that you select
to be part of your schedule. Depending
on the Category you chose, different
parameters will be available.
The top field of this menu will appear

on the left of the schedule, the bottom
one will appear on the right.
224
39.3
SCHEDULES
19 TIPS TO BECOME A SCHEDULE MASTER

1- USE FILTERS TO EXCLUDE SPECIFIC ELEMENTS
Go to Filters menu to exclude specific elements from the schedule. For

example, if you want a schedule with walls that are at least 1000mm long,
add a “is greater than or equal” Length filter. As you see in the resulting
schedule, walls below 1000mm are hidden.
2- SORT AND CLASSIFY YOUR SCHEDULE
Go to Sorting/Grouping menu to select a way to sort the schedule. For

example, if we Sort the wall schedule by Type, walls will be classified by
type, in alphabetical order.
225
39.3
SCHEDULES
3- UNCHECK ITEMIZE EVERY INSTANCE TO GROUP

ITEMS
By default, every elements are visible in a schedule. That means if you

create a wall schedule, every single wall will be shown individually.
Most of the time, you want to group these walls. Go to Sorting/Grouping

menu and uncheck Itemize every instance. Walls will be grouped together
by the Sort category. In the example below, walls are grouped by Type.
226
39.3
SCHEDULES
4- ADD HEADER AND FOOTER
In Sorting/Grouping menu, activate Header to add a Title above each

category. Footers has 3 options you can choose: Title, Counts (number of
elements) and Totals (for each field).
227
39.3
SCHEDULES
5- GO TO FORMATTING MENU TO ACTIVATE TOTALS
To calculate total for a field, make sure Calculate Totals is activated in the
Formatting properties of a specific field. In the example below, we activate
totals for area but not for length.
You also need to make sure totals are activated in the footer, else they
won’t show up.
228
39.3
SCHEDULES
6- TOTALS FOR GROUPED ITEMS DON’T NEED FOOTER
If you don’t use Itemize Every Instance, elements are grouped and don’t
need a footer to get totals. If totals are deactivated for a field (like the
length field below), the schedule field will be blank. However, walls with a
single instance in the project will still show the value of that instance, like
for the RP- Funky Wall and Wood Wall type below.
7- USE GRAND TOTALS
What if you want to know the total

area of every single wall in the
project? Go to Sorting/Grouping
and activate Grand Totals.
229
39.3
SCHEDULES
8- HIDE FIELDS YOU DON’T WANT TO SEE
Sometimes, a field can be required to filter or calculate value, but don’t

need to be visible in the actual schedule. Go to Formatting and select
Hidden Field. You can also select a column and use the Hide tool in the
Ribbon.
9- USE VERTICAL HEADER FOR LONG TITLES
Long headers names can make your schedule very wide. Making them
vertical will make your schedule thinner. Go to Formatting and set heading
orientation to Vertical for each required field.
230
39.3
SCHEDULES
10- GROUP HEADERS TO ORGANIZE YOUR SCHEDULE
Select many field headers by using Shift or dragging your cursor. Then
click the Group button in the contextual tab. Add a name to the new
subcategory header.
11- HIGHLIGHT ELEMENT IN MODEL
Sometimes, you see an element in a schedule, yet you have no idea where
it is located in the model. Click Highlight in Model and a view will open
with the element appearing in blue.
231
39.3
SCHEDULES
12- USE CALCULATED PARAMETER TO GET PRICE
When creating a Material Takeoff schedule type, use the Calculated

Parameter to calculate values together. For example, multiply the Material
Cost with the Material Area to get the total price for each material. Click
Calculated in the ribbon, select Currency and set the Name. Then select
the two field in the formula and put * between them. Add a /1 at the end of
the formula to fix units. In this example we used price, but this tool can be
used to calculate anything or create percentages.
13- PLACE SCHEDULES ON SHEET TO PRINT THEM
You can’t print a schedule on the schedule view. It needs to be placed on a

sheet first. Use print screen or Windows snipping tool if you need to print
the schedule directly from the view.
232
39.3
SCHEDULES
14- SET TITLE VISIBILITY AND SELECT FONTS
Do you want Titles and Headers to

be visible? Go to Appearance menu
to deactivate them if required. Also
select fonts to be used in schedule.
The Schedule Default font is Arial,
so if you want another font, select a
text style from your project.
15- DESIGN SCHEDULE LOOK WITH GRIDLINES
What kind of schedule look do you want? Free-spirit or accountant? Use

gridlines in Appearance menu to select that. Want to remove grids for a
specific column? Use the Borders tool in the ribbon.
233
39.3
SCHEDULES
16- MODIFY SCHEDULE APPEARANCE ON SHEET
A schedule placed on a sheet looks completely different from what you

see inside the view. The “Sheet Look” is what your schedule going to look
like once printed. So make sure you verify schedules inside sheets when
designing appearance.
17- ADJUST COLUMNS WIDTH WITH LITTLE ARROWS
When inside a sheet, click on a schedule and move the little arrows to
modify the width of each column. If you want a precise value for the
column width, use Resize button in the Ribbon.
18- DOUBLE-CLICK ON SCHEDULE TO MODIFY IT
You can’t modify a schedule directly on a sheet. Double-click the schedule

to enter the schedule view, where you have access to all options.
234
39.3
SCHEDULES
19- USE THE RIBBON TO ADJUST COLUMNS STYLE
Use the ribbon to make adjustments to the visual style of each column.
For example, in the schedule below we changed the Area column by using
a centered horizontal alignment, a top vertical alignment, changed the
font to be bold and underlined and used a pink shading. All these awkward
changes can be set back by using Reset button.
You can’t change the look of rows, this is for columns only.
235
39.4
SCHEDULES
NEW IN REVIT 2021

ZOOM IN SCHEDULE: The Revit 2019.1 patch introduced the ability to
zoom-in inside a schedule. Hold the CTRL key and spin your mouse wheel.
FREEZE HEADERS: On long schedules, use this tool to see headers.
236
39.4
SCHEDULES
STRIPPED ROWS: Reading a schedule can be rough on the eyes.
The 2021 update introduced the Stripped Rows feature, which gives
a tint of color to every other row. You will find the tool in the Appearance
menu of the schedule.
In the example below, select a color and the placement of the first colored
row. Then, activate the Stripe Rows feature on sheets.
237
40.1
PHASES
CREATE PHASES
To access all Phases options, go to Phases menu in the Manage tab
The first thing you need to do is set the phases you require.
RENOVATION PROJECT: In most Revit templates, the basic phases are

Existing and New. For most project, this is all you will need. A common
mistake is to create a Demolition phase. There is no need for that:
demolished elements can be set for demolition in the New phase.
MULTIPLE PHASES PROJECT: If you have a big project with multiple

construction phases, create as many phases as required. You can simply
call them Phase1, Phase2, or use more descriptive terms.
238
40.1
PHASES
SET ELEMENTS TO EXISTING OR NEW

Each view is set to a specific phase. When creating a new element, it will
be associated to the same phase as the view.
Below, we create a bunch of walls and doors. They are all set to New
phase by default. Let’s say we decide the interior wall and door are existing
element, you have to select them and set them to existing phase. As you
see, they become gray when their phase is changed.
239
40.2
PHASES
HOW TO DEMOLISH
To demolish stuff in Revit, you need to use the Holy Hammer of
Destruction, located in the Modify tab. Click on the element you
want to demolish and it will be set to “demolished” in the current
phase.
You can also simply select an element
and set the “New” phase in Phase
Demolished properties.
As you can see in the example below, we demolish a window. Revit will
automatically refill the void left by the window with a wall of the same type.
Use “Show Previous + Demo” phase filter: the window is red and dashed
240
40.3
PHASES
WHAT IS A PHASE FILTER?

Phase filter is how you decide to view elements relative to phases. Revit
comes with a bunch of default phase filters that should cover most
situations. You have 3 options for each element category: By Category,
Overridden or Not Displayed.
WHAT ARE GRAPHIC OVERRIDES?

When you select Overridden category, elements will display with the
overrides selected in this menu. For example, in a demolition plan we set
a graphic overrides to demolished elements so they appear with dashed
lines and no cut pattern.
241
40.4
PHASES
UNDERSTANDING PHASE FILTER
242
40.4
PHASES
UNDERSTANDING GRAPHIC OVERRIDES

Overrides can be customized to fit your need. Below, we modify cut
patterns and lines for existing and demolished elements.
Overrides can also be used for Materials. Below we modify the material
override for demolished elements.
243
40.5
PHASES
WHICH PHASE FILTER SHOULD YOU USE?
EXISTING PLAN
DEMOLITION PLAN
NEW FLOOR PLAN
244
41.1
WORKSETS
WHAT ARE WORKSETS?

A Workset is a collection of elements. Worksets name and use are
decided by users. They are usually classified by function, such as
interior, exterior and site. To use worksets, you need to be in a project that
has allowed Worksharing and is using a Central File (see chapter 36).
Worksets are used mostly for model Performance, and sometimes for
Visibility. If you are working on a small project, you should not worry too
much about worksets. They are mostly used for medium/big buildings.
CREATE WORKSETS
When enabling worksharing, two basic worksets will be created: Shared
Levels and Grids and Workset1.
245
41.1
WORKSETS
Workset1 is a very boring name and won’t help our cause, so we need
to rename it as well as creating other necessary worksets. You should
use prefix A for architecture elements worksets and prefix Z for linked
elements. Here is a typical worksets list for big projects:
A-Interior
A-Exterior
A-Site
A-Finishes
Shared Level and Grids
Z-Structure
Z-MEP
Z-CAD
On a medium project, a worksets list will usually look like this:
A-Architecture
Shared Level and Grids
Z-Structure
Z-CAD
On small project without Revit Links, a single workset is enough. Too much
worksets can be annoying, because you have to manually adjust workset
for each element you create, potentially creating issues because elements
are in the wrong workset. You will find the workset parameter in the
instance properties of each element.
246
41.2
WORKSETS
5 TIPS TO USE WORKSETS PROPERLY
1- CREATE A WORKSET FOR EVERY LINKED REVIT FILE
Each linked model should be put on a separate workset. If you receive a

model from the structural engineer, create workset Z-Structure. Receive a
model from Mechanical engineer ? Create Z-MEP. Model from a designer
? Create Z-Design. You get the idea.
This technique allows simplified control on linked files. You can close
worksets containing linked models or set them to not visible, making your
own model much faster.
2- CLOSE WORKSETS YOU DON’T USE
There is two way to shut down worksets from appearing on your views.
The first is to close the workset. Closing a workset only affect your
local model, meaning it will still be visible to other users. You can also set
workset to not visible by default, which is a change that will be effective to
the central file and to every users. You can still make a workset visible on a
specific view by using Visibility Graphics.
Closing a workset is the best method for model performance, while using
not visible by default is the best method to control overall visibility.
247
41.2
WORKSETS
3- PLACE LEVELS AND GRIDS ON SAME WORKSET
If you are working with engineers, consultants, designers that are using
your model in a linked file, it is crucial that you enforce the proper use of
Shared Levels and Grids workset. If you don’t do so, the consultants you
work with will see your grids and worksets in each of their views, like in the
image below.
While you can use Visibility Graphics or Hide Element to remove these
overlapping grids, this is a tedious process that can be simplified by using
worksets correctly.
In the Manage tab, select Manage Links, click on the correct Revit link
and then click on Manage Worksets. You can then close every worksets
you don’t want to see. In this case we would close Shared Levels and Grids
from the linked model, solving the problem above.
248
41.2
WORKSETS
4- UNDERSTAND WHAT “EDITABLE” WORKSET MEANS
An EDITABLE workset mean you are the sole owner of that workset. That
can be confusing since you could think something being editable means
it can be modified by anyone. No, it means you locked it. Other users
cannot make any modifications to elements that are part of it unless you
grant them the right to do so. There is two main reasons you would want
to use this:
1- Permanent lock on critical part of the project. For example, you can
make “Shared Grids and Levels” editable, which means other users have
to ask your permission to modify elements that are part of this workset,
therefore protecting your precious grids from being deleted. The workset
will remain editable until you use the Relinquish All Mine command in the
Collaborate tab.
2- Temporary lock for worksets undergoing major change. Let’s say there
are major changes on every exterior wall and you are the user assigned
to do the changes. It would make sense to set the A-Exterior workset to
editable, preventing other users from interfering with your work without
your approval.
249
41.2
WORKSETS
5- SET ELEMENTS TO “EDITABLE” TO CONTROL THEM
Making a whole workset editable can be a serious annoyance to your

colleagues. That means each element they want to modify on the workset
you made “editable” has to be approved by a request.
Often it is better to make elements editable instead. You can do this by

clicking the icon with 3 cubes that appears next to a selected element.
This will prevent other users from making changes to this wall without your
approval.
When you quit Revit, make sure you Synchronize with Central. If you
don’t do so, Revit will ask if you want to Relinquish Elements or to Keep
Ownership. Unless you want to block changes to elements you own, it is
almost always better to use the first choice and to Relinquish.
Every Revit user had issues with colleagues that left the office while
still owning walls that needed to be changed. In case of doubt, always
Relinquish! Else, you might feel the wrath of colleagues the next morning.
250
42.1
GROUPS
CREATE A GROUP
Need to repeat multiple elements several time in a project? Select
them and create a group. Then copy/paste this group elsewhere.
Click the Edit Group button to modify a group. When a group is

modified, all instances of this group will be affected.
251
42.2
GROUPS
ADJUST GROUPS
Use the Ungroup tool to make elements independent.
Use the Add/Remove tool once inside a group to add and

remove elements to the group.
QUICK GROUP TIPS

- Avoid using groups within groups. This can create bugs and confusion.
- There is two types of groups: Model Groups and Detail Groups. Model
groups are made from 3D components, while detail groups are made from
lines, text, dimensions, etc.
- You can Exclude a selected element from a group: this element will
be visible on other group instances, but not the one you excluded.
- Groups can be buggy. Don’t overuse them.
252
43.1
MODEL IN-PLACE
WHAT IS MODEL IN-PLACE?

Model in-place is used to model custom elements in your project.
It is a tool similar to Sketchup and other conventional modelers. Find
the tool under Component menu in the Architecture tab.
SELECT FAMILY CATEGORY: When creating a Model in-place

component, assign it to a specific category, like a wall.
CHOOSE A MODELING TOOL
Once you entered the model-in place tool, you have to pick among these
options to model elements. Multiple elements can be part of the same
Component.
253
43.1
MODEL IN-PLACE
CREATE AN EXTRUSION: To create an extrusion, you need
to select a Workplane and then draw the extrusion profile. The
Workplane can be either a Level or the picked faced of an element.
You can then use Properties panel to set Material and visibility parameters
for the modeled elements.
AVOID MODEL IN-PLACE, USE FAMILIES INSTEAD
Model In-Place is a tool you should avoid as much as possible. It is almost

always better to use Families instead (see next chapter). It makes your job
much easier when you want to copy/paste stuff.
254
44.1
FAMILIES
HOW TO CREATE A FAMILY

We could spend 200 pages on the topic of Families alone. But this is
Basics, so the goal of this chapter is to be a super-condensed primer guide
to the core foundations of families. Don’t drown in the details just yet.
To create a family, click the big R on the upper left of the screen,
press New, then Family. Then you have to choose among the default
families template what kind of family you wish to create.
CREATE A CABINET FAMILY

When creating a cabinet family, select the Casework wall-based family
template. Wall-based means that once inserted in a project, this family will
have to be hosted to a wall. You arrive to this plan view:
ADD REFERENCE PLANES: All 3D elements created in a family

have to be locked to reference planes. Add one in front of the wall.
255
44.1
FAMILIES
You also need to add reference planes in the elevation. Go to Placement
Side elevation view. Add a top, left, right and kick reference planes, just
like in the image below. Don’t worry about dimensions for the moment.
CREATE DIMENSION LABELS: Now that you have all the required
reference planes, you need to create dimensions labels. To do that, create
a dimension add click the Create Parameter button. Then add a name
(like height or width) and click OK. Create labels for Height, Width and
Kick, like in the image below.
256
44.1
FAMILIES
CREATE EQ CONSTRAINTS: To make sure the center of the cabinet
remains in the center, add a dimension and click the button.
CREATE GEOMETRY: We are now ready to start modeling our

cabinet! Let’s start with the back panel. Go to elevation and use
Extrusion tool. Then, set the boundaries to the perimeter reference
planes. Now this is the important part: click the lock icon to make sure
the extrusion remains constrained to the reference planes.
257
44.1
FAMILIES
Now, go to plan view and adjust the panel so it fits the exterior wall. Use
the Align tool and lock the end of the panel to the reference plane on
the wall. Then add another reference plane and lock it to a 16mm distance
from the wall. Align the front of the panel to the new reference plane.
Using the technique described in these pages, complete

the geometry by using extrusions and locking everything
to reference planes. Check out the video tutorial for the
complete steps. Your almost complete cabinet should
look like the image to the right.
258
44.1
FAMILIES
ADD A SHAKER: Use the Sweep tool to create a shaker around
your cabinet. Go to Placement Side elevation and click Sketch Path.
Click on the exterior reference planes and lock. Then, click Edit Profile
and draw a profile like in the image below.
ADD VISIBILITY PARAMETER: What if we don’t want the shaker to be

visible in every cabinet instance? Create a visibility parameter by selecting
the shaker and by clicking the visibility button next to the check box.
259
44.1
FAMILIES
ADD MATERIAL PARAMETER: Select all 3D elements and use the
same technique as the visibility trick to add a Material parameter. That
means that once loaded in a project, you will be able to select a specific
material to the cabinet.
LOAD FAMILY INTO PROJECT: Congratulations! Your family

is complete. Save it and load it into the project, then create an
instance of the cabinet by using the Component tool in the architecture
tab. Adjust the type properties to have different kind of shapes, height,
width, shaker visibility and materials.
260
44.2
FAMILIES
CREATE ANNOTATION FAMILY

Let’s now create a much easier family type: Wall Tag. Create a new family,
go to Annotations folder and select Generic Tag family template.
SET TAG CATEGORY: To make sure your new Generic Tag is used
only for walls, click the Family Category button. Select Wall Tags.
CREATE LABEL: A label is a text that shows a parameter value

once assigned to an element. Labels type can be modified like text.
Adjust Font, Size, Background and rename the type.
261
44.2
FAMILIES
Once the type is ready, create a label and assign a parameter. Below, we
use the Type Mark parameter by clicking the green arrow. Set a sample
value to show up in the family editor. Once loaded, this value becomes tied
to the host element.
Click on the intersection of the two reference planes to create the label.
The XX sample value should show up.
DRAW LINES BOUNDARIES: Draw boundaries

around your tag using the Line tool. Use a
Masking Region if you want an Opaque tag.
LOAD FAMILY INTO PROJECT: Great job! Another complete

family. Now, save and load. Use Tag by Category and click on a wall.
Your tag should show up (see chapter 29 for more info on tags).

262
45.1
DESIGN OPTIONS
CREATE DESIGN OPTIONS

Go to Design Options menu in the Manage tab. Create a new
Option Set, then add multiple options to it.
Then, rename the options to match what you

want to create.
CHANGE ACTIVE OPTION: In the

manage tab, click the drop-down menu
and select one of the option to make it
active.
New elements will be placed in this

option. The elements from the main
model will be displayed in halftone.
263
45.1
DESIGN OPTIONS
Select the correct option and model all required elements. Then, switch
option and model the alternative. The Primary option is the one which will
be visible by default in all views.
SET ELEMENTS TO ANOTHER OPTION: If you want to take existing

elements and set them to an option, use the Add To Set button in the
bottom of your screen. Select which option to transfer in the menu.
ACTIVATE OPTION TO SELECT ELEMENTS: You’ll notice that you

can’t select elements that are part of an option if your view is set to Main
Model. Switch to an option to select them.
264
45.1
DESIGN OPTIONS
SET AN ACTIVE OPTION FOR EACH VIEW: Use the Visibility
Graphics (VG) menu to set which option to use for each view. Go to
Design Option tab and pick your option.
CHOOSE AN OPTION AND DISCARD OTHERS: Once you

presented the options to your client and one of them has been officially
selected, time to merge it with the main model and discard other choices.
To do that, go to Design Options menu. Select your Option Set and click
Accept Primary. Be careful: that means the discarded options are gone
forever!
265
CONGRATULATIONS
Thanks for reading this eBook. Do you want advanced lessons? Make sure
to check out the Pamphlets collection included in this package. Each
pamphlet explores a specific Revit topic.
WHAT NOW?
If you bought the Ultimate package, you should do the fun Super Secret
Monster Lab exercise that’s included in the package. You’ll model a
ridiculous project while hard-coding this package inside your brain.
ABOUT THE AUTHOR

My name is Nicolas Catellier. I am an architect,
designer and BIM manager based in Quebec City,
Canada. I’ve been working with Revit since 2011
and I am a Autodesk Revit Architecture Certified
Professional. I am also a technology enthusiast, a bass
player and a father of two. Besides Revit Pure, I also
work for Atelier 21 Architects.
I’d love to hear from you. Write me at this address:
nick@revitpure.com
Intro music in video tutorials: 18 With My Family by user18081971
revitpure.com
© Copyright 2020 - BIM Pure Productions

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REVIT PURE PRESENTS

BASICSLEARN THE ESSENCE OF REVIT

VERSION 3.0 - August 2020 - Revit 2021

Prepared exclusively for mannybmanago@gmail.com Transaction: 0071339421

Whether you are student, a designer, a builder, or an associate architect,

GET THE BASICS FIRST

GREY ZONE = ADVANCED TIPS

HOW TO USE RP BASICS ?

5. LEVELS AND GRIDS

11. CURTAIN WALLS

19. PLAN VIEWS

36. CENTRAL FILES

37. LINK CAD

38. EXPORT CAD

43. MODEL IN-PLACE

45. DESIGN OPTIONS

After an overview of the interface, learn how to model all 3D

THE HOME SCREEN

FILE TAB: CREATE, OPEN, SAVE, EXPORT, PRINT

ARCHITECTURE TAB: MODEL EVERYTHING

Every architecture element that appears in 3D in your model is created

STRUCTURE TAB: CREATE BEAMS AND COLUMNS

This tab is designed to be used by structural engineers. If you are an

INSERT TAB: LOAD FILES TO YOUR PROJECT

ANNOTATE TAB: ADD 2D ELEMENTS TO YOUR VIEWS

ANALYZE TAB: SIMULATE AND OPTIMIZE YOUR MODEL

This tab is mostly used by engineers. It contains tools to calculate the

MASSING & SITE TAB: CREATE THE SURROUNDINGS

COLLABORATE TAB: WORK WITH OTHER PEOPLE

Ceiling plan, 3D views, wall sections, door schedule, legends, name it ! It is

MANAGE TAB: SETTINGS FOR YOUR MODEL

ADD-INS: EXTERNAL FEATURES

MODIFY TAB: ADJUST ELEMENTS

STATUS, VIEW AND OPTIONS BARS

SELECTION TRAY: DECIDE WHAT YOU SELECT

OPTIONS BAR: CUSTOMIZE NEW ELEMENTS

QUICK ACCESS TOOLBAR: MOST USED TOOLS

PROJECT BROWSER AND PROPERTIES

PROJECT BROWSER is used to access every view, sheet, family,

PROPERTIES is used to modify selected elements. If closed, bring it back

12 TIPS TO UNDERSTAND REVIT’S USER

2- ENTER ANY UNITS YOU WANT

3- WORK WITH 2 MONITORS

Working with Revit on a single screen is a claustrophobic experience. The

4- SEARCH YOUR PROJECT BROWSER

5- USE RIGHT-CLICK MENU

Right-clicking on an element makes a menu appear. The content

6- USE THE TABBED VIEWS

7- PRESS ESCAPE TWICE TO EXIT CREATION MODE

8- WORK WITH MULTIPLE VIEWS

9- CLICK SWITCH WINDOWS TO SEE ALL OPEN VIEWS

See all your open views on a drop-down menu by clicking SWITCH

10- CLOSE DOWN UNUSED VIEWS

11- SHUT DOWN USELESS TABS AND MENUS

Many tabs are useless if you are an architect or designer. Go to OPTIONS

12- PAY ATTENTION TO CONTEXTUAL TAB

When selecting an element, you notice that MODIFY tab becomes

FAMILY, TYPE AND INSTANCE

It is critical that you understand the difference between a Family, a Type

FAMILIES are external files (.rfa) created by users and inserted in a

TYPES are variations of a family. For example, a 900mm Simple

INSTANCES are single occurrences of an element in a project. For

DOOR FAMILY / TYPE / INSTANCES EXAMPLE