tutorials systems mete nu

8/7/2019 Tutorials Systems Mete Nu

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Revit MEP

Metric Tutorial

200725703-050000-5080A


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Copyright 2007 Autodesk, Inc.All Rights ReservedThis publication, or parts thereof, may not be reproduced in any form, by any method, for any purpose.AUTODESK, INC., MAKES NO WARRANTY, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY

IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE REGARDING THESEMATERIALS, AND MAKES SUCH MATERIALS AVAILABLE SOLELY ON AN "AS-IS" BASIS.IN NO EVENT SHALL AUTODESK, INC., BE LIABLE TO ANYONE FOR SPECIAL, COLLATERAL, INCIDENTAL, ORCONSEQUENTIAL DAMAGES IN CONNECTION WITH OR ARISING OUT OF ACQUISITION OR USE OF THESE MATERIALS.THE SOLE AND EXCLUSIVE LIABILITY TO AUTODESK, INC., REGARDLESS OF THE FORM OF ACTION, SHALL NOTEXCEED THE PURCHASE PRICE, IF ANY, OF THE MATERIALS DESCRIBED HEREIN.Autodesk, Inc., reserves the right to revise and improve its products as it sees fit. This publication describes the state of the product at the timeof publication, and may not reflect the product at all times in the future.

Autodesk TrademarksThe following are registered trademarks or trademarks of Autodesk, Inc., in the USA and other countries: 3DEC (design/logo), 3December,3December.com, 3ds Max, ActiveShapes, Actrix, ADI, Alias, Alias (swirl design/logo), AliasStudio, Alias|Wavefront (design/logo), ATC, AUGI,AutoCAD, AutoCAD Learning Assistance, AutoCAD LT, AutoCAD Simulator, AutoCAD SQL Extension, AutoCAD SQL Interface, Autodesk, AutodeskEnvision, Autodesk Insight, Autodesk Intent, Autodesk Inventor, Autodesk Map, Autodesk MapGuide, Autodesk Streamline, AutoLISP, AutoSnap,AutoSketch, AutoTrack, Backdraft, Built with ObjectARX (logo), Burn, Buzzsaw, CAiCE, Can You Imagine, Character Studio, Cinestream, Civil3D, Cleaner, Cleaner Central, ClearScale, Colour Warper, Combustion, Communication Specification, Constructware, Content Explorer,Create>what's>Next> (design/logo), Dancing Baby (image), DesignCenter, Design Doctor, Designer's Toolkit, DesignKids, DesignProf, DesignServer,DesignStudio, Design|Studio (design/logo), Design Your World, Design Your World (design/logo), DWF, DWG, DWG (logo), DWG TrueConvert,

DWG TrueView, DXF, EditDV, Education by Design, Extending the Design Team, FBX, Filmbox, FMDesktop, GDX Driver, Gmax, Heads-upDesign, Heidi, HOOPS, HumanIK, i-drop, iMOUT, Incinerator, IntroDV, Kaydara, Kaydara (design/logo), LocationLogic, Lustre, Maya, MechanicalDesktop, MotionBuilder, ObjectARX, ObjectDBX, Open Reality, PolarSnap, PortfolioWall, Powered with Autodesk Technology, Productstream,ProjectPoint, Reactor, RealDWG, Real-time Roto, Render Queue, Revit, Showcase, SketchBook, StudioTools, Topobase, Toxik, Visual, VisualBridge, Visual Construction, Visual Drainage, Visual Hydro, Visual Landscape, Visual Roads, Visual Survey, Visual Syllabus, Visual Toolbox, VisualTugboat, Visual LISP, Voice Reality, Volo, and Wiretap.The following are registered trademarks or trademarks of Autodesk Canada Co. in the USA and/or Canada and other countries: Backburner,Discreet, Fire, Flame, Flint, Frost, Inferno, Multi-Master Editing, River, Smoke, Sparks, Stone, Wire.

Third Party TrademarksAll other brand names, product names or trademarks belong to their respective holders.

Third Party Software Program CreditsACIS Copyright 1989-2001 Spatial Corp. Portions Copyright 2002 Autodesk, Inc.Copyright 1997 Microsoft Corporation. All rights reserved.IES , IES Copyright 2007 by Integrated Environmental Solutions LimitedFlash is a registered trademark of Macromedia, Inc. in the United States and/or other countries.International CorrectSpell Spelling Correction System 1995 by Lernout & Hauspie Speech Products, N.V. All rights reserved.InstallShield 3.0. Copyright 1997 InstallShield Software Corporation. All rights reserved.

PANTONE Colors displayed in the software application or in the user documentation may not match PANTONE-identified standards. Consultcurrent PANTONE Color Publications for accurate color.PANTONE and other Pantone, Inc. trademarks are the property of Pantone, Inc. Pantone, Inc., 2002Pantone, Inc. is the copyright owner of color data and/or software which are licensed to Autodesk, Inc., to distribute for use only in combinationwith certain Autodesk software products. PANTONE Color Data and/or Software shall not be copied onto another disk or into memory unlessas part of the execution of this Autodesk software product.Portions Copyright 1991-1996 Arthur D. Applegate. All rights reserved.Portions of this software are based on the work of the Independent JPEG Group.RAL DESIGN RAL, Sankt Augustin, 2002RAL CLASSIC RAL, Sankt Augustin, 2002Representation of the RAL Colors is done with the approval of RAL Deutsches Institut fr Gtesicherung und Kennzeichnung e.V. (RAL GermanInstitute for Quality Assurance and Certification, re. Assoc.), D-53757 Sankt Augustin.Typefaces from the Bitstream typeface library copyright 1992.Typefaces from Payne Loving Trust 1996. All rights reserved.AutoCAD 2008 is produced under a license of data derived from DIC Color Guide from Dainippon Ink and Chemicals, Inc. Copyright

Dainippon Ink and Chemicals, Inc. All rights reserved. DIC Color Guide computer color simulations used in this product may not exactly matchDIC Color Guide, DIC color Guide Part 2 identified solid color standards. Use current DIC Color Guide Manuals for exact color reference. DICand DIC Color Guide are registered trademarks of Dainippon Ink and Chemicals, Inc.

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AnswerWorks 4.0 ; 1997-2003 WexTech Systems, Inc. Portions of this software Vantage-Knexys. All rights reserved.The Director General of the Geographic Survey Institute has issued the approval for the coordinates exchange numbered TKY2JGD for JapanGeodetic Datum 2000, also known as technical information No H1-N0.2 of the Geographic Survey Institute, to be installed and used withinthis software product (Approval No.: 646 issued by GSI, April 8, 2002).


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Portions of this computer program are copyright 1995-1999 LizardTech, Inc. All rights reserved. MrSID is protected by U.S. Patent No.5,710,835. Foreign Patents Pending.Portions of this computer program are Copyright ; 2000 Earth Resource Mapping, Inc.OSTN97 Crown Copyright 1997. All rights reserved.OSTN02 Crown copyright 2002. All rights reserved.

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GOVERNMENT USEUse, duplication, or disclosure by the U.S. Government is subject to restrictions as set forth in FAR 12.212 (Commercial ComputerSoftware-Restricted Rights) and DFAR 227.7202 (Rights in Technical Data and Computer Software), as applicable.


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Contents

Part 1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Using the Tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Accessing Training Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Understanding the Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Navigating the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Performing Common Tasks as You Work in Revit MEP . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 2 Mechanical Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Planning Mechanical Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Creating Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Assigning a Color Scheme to Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Performing an Energy Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Designing Air Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Placing Air Terminals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Using a Schedule as an Air Systems Design Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Creating Secondary Supply Air Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Using Views to Validate Duct Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Drawing the Primary Supply Air Duct . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Resolving Routing Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Sizing the Primary Duct: Velocity Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Assigning a Color Scheme to Duct . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Sizing the Secondary Air System Duct: Equal Friction Method . . . . . . . . . . . . . . . . . . . . . . . . 94Inspecting Air Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Placing Air Conditioning Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Completing the Supply Air Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Checking Air Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Designing Piping Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Creating Piping Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Placing Radiators and a Boiler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Creating the Piping Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Creating Pipe Runs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Resolving Pipe Interference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Connecting the Boiler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Sizing the Pipe Runs: Friction & Velocity Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Placing Circulator Pumps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197Inspecting Piping Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Checking Piping Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

Chapter 3 Electrical Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Planning Electrical Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Preparing the Electrical Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Defining Required Lighting Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Assigning Room Color Fills According to Required Lighting Levels . . . . . . . . . . . . . . . . . . . . 223

Creating a Room Schedule to Check Required Lighting Levels . . . . . . . . . . . . . . . . . . . . . . . 225

Designing the Electrical System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

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Adding Lighting Fixtures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Placing Lighting Switches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Placing Power Receptacles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Creating Power & Lighting Usage Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

Placing Electrical Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Creating Power Circuitry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Creating Lighting Circuitry and Wires . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Creating Switch Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

Creating Multi-Circuit Wire Runs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Checking Your Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Defining Circuit Loads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Chapter 4 Plumbing Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281Planning Plumbing Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Preparing the Plumbing Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Configuring Plumbing and Piping Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Designing Plumbing Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Add Plumbing Fixtures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Begin Creating the Sanitary System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Connecting Sinks to the Sanitary System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

Refining the Sanitary Stack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

Refining the Urinal Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Adding Vents to the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

Create the Cold Water System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323Create the Hot Water System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330

Chapter 5 Fire Protection Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335Designing Fire Protection Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

Starting the Fire Protection Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

Creating Schedules and Placing Sprinklers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

Connecting the Sprinklers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364

Creating the Fire Protection Dry System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403

Modifying Pipe Diameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

Part 2 Documenting Your Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419

Chapter 6 Adding Views and Sheets to a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . 421

Creating Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422Duplicating Plan Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422

Creating Elevation and Section Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425

Creating Callout Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431

Modifying View Tag Appearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436

Setting Visibility and Graphics Options in Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440

Creating a View Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440

View Range and Plan Regions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443

Using Filters to Control Visibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446

Masking Portions of a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447

Working with Visual Overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 450

Creating Drawing Sheets in a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456

Creating Drawing Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456

Adding Views to Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459Modifying the Building Model from a Sheet View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463

Creating and Modifying a Title Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465

Chapter 7 Tagging and Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469

Tagging Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 470

Sequentially Placing and Tagging Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 470

Tagging Doors and Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475

Tagging Other Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479

Defining Schedules and Color Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482

Creating a Window Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482

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Adding Project Parameters to a Window Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487

Creating a Unit-Based Door Schedule with a Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489

Creating a Room Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491

Scheduling Rooms from a Program List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493

Creating a Room Color Diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499

Creating a Material Takeoff. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502

Scheduling Shared Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505

Creating a Shared Parameter File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505

Adding Shared Parameters to a Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

Placing, Tagging, and Scheduling a Family with Shared Parameters . . . . . . . . . . . . . . . . . . . . 509

Scheduling Uniformat Assembly Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 514

Scheduling Uniformat Assembly Codes and Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . 514

Exporting Project Information with ODBC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 516

Exporting Schedule Information to Microsoft Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . 516

Chapter 8 Annotating and Dimensioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519Changing the Base Elevation of a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520

Relocating a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521

Dimensioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525

Creating Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525

Creating Automatic Wall Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531

Controlling Witness Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 533

Creating an Office Standard Dimension Type from Existing Dimensions . . . . . . . . . . . . . . . . . 537

Creating Text Annotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 540Adding Text Notes to the Floor Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541

Chapter 9 Detailing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547Creating a Detail from a Building Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548

Detailing the View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548

Adding Detail Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554

Adding Text Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558

Creating Detail Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 560

Adding Keynotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562

Creating Line-based Detail Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 564

Modifying a Keynote Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 568

Creating a Drafted Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 569

Importing a Detail into a Drafting View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570Creating a Reference Callout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570

Creating a Detail in a Drafting View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572

Chapter 10 Finishing the Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587Using Note Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588

Creating a Note Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588

Using Drawing Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593

Creating a Drawing List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593

Using Legends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594

Creating a Symbol Legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594

Creating a Component Legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597

Using Revision Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 602

Setting Up a Revision Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 602

Sketching Revision Clouds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604

Tagging Revision Clouds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606

Working with Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607

Importing from Other Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609

Importing Image Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609

Importing Text Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 610

Importing Spreadsheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 611

Chapter 11 Using Dependent Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613

Using Dependent Views in Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616

Using Dependent Views for Floor Plan Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616

Contents |vii


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Using Dependent Views for Elevation Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 626

Part 3 Viewing and Rendering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631

Chapter 12 Viewing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 633Viewing a Building Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634

Exploring the Building Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634

Creating a Perspective View with a Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 637

Creating a Section View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 643

Creating Elevation Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 645

Controlling Fill Pattern Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647Controlling the Fill Pattern Color of a Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647

Setting the Coarse Scale Fill Pattern Color for a Wall Type . . . . . . . . . . . . . . . . . . . . . . . . . 649

Creating a View Plan Region . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 650

Creating a Plan Region in a Floor Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 651

Chapter 13 Rendering Views and Creating Walkthroughs . . . . . . . . . . . . . . . . . . . . . . . 655Rendering an Exterior View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 656

Applying Materials and Textures to the Building Model . . . . . . . . . . . . . . . . . . . . . . . . . . 656

Adding Trees to the Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 660

Creating a Perspective View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 662

Selecting a Scene and Rendering the View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 665

Rendering an Interior View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 668

Adding RPC People . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 668

Creating the Interior Perspective View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 670

Creating a New Render Scene . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 674

Defining Daylights and Rendering the View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 675

Creating and Recording Walkthroughs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 677

Creating a Walkthrough . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 677

Changing the Walkthrough Path and Camera Position . . . . . . . . . . . . . . . . . . . . . . . . . . . 680

Recording the Walkthrough . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682

Chapter 14 Creating Solar Studies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685Creating Views for Solar Studies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 686

Creating a Solar Study - Courtyard View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 686

Creating a Solar Study Section Cutaway View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 687

Creating a Solar Study Plan Cutaway View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 689

Saving Solar Study Settings and Previewing Animations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 692Creating Solar Studies - Summer and Winter Solstice . . . . . . . . . . . . . . . . . . . . . . . . . . . . 692

Previewing Solar Study Animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 693

Exporting Solar Studies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 694

Exporting the Study as AVI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 694

Exporting a Study as PNG . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697

Creating an Internal Plan Solar Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698

Creating an Internal Plan Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698

Orienting to True North for Solar Studies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 700

Orienting to True North . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 701

Rendering Interior Shadow Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 704

Rendering an Interior View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 704

Chapter 15 Presentation Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 707Adding a Floor Plan View to the Analytique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 709

Preparing a Floor Plan for the Analytique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 709

Using Advanced Model Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 711

Adding the Floor Plan to a Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713

Adding an Elevation View to the Analytique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 716

Preparing the Elevation Analytique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 716

Adding the Presentation Elevation View to the Presentation Sheet . . . . . . . . . . . . . . . . . . . . . 718

Adding Section Views to the Analytique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 721

Preparing a Section View for the Analytique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 721

Adding Shadows and Silhouettes to a Section View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 725

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Adding the Presentation Section to the Analytique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 727

Working with a Presentation View Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 730

Working in a Callout Analytique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 732

Creating 3D Cutaways with Section Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 739

Creating Cutaway Isometric Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 739

Creating Cutaway Perspective Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 746

Annotating the Analytique . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 750

Part 4 Creating Families . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 753

Chapter 16 About Families and the Family Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . 755Using Families and the Family Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 756Introduction to Families . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 756

Chapter 17 Creating Components in the Family Editor . . . . . . . . . . . . . . . . . . . . . . . . 759Creating a Door Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 760

Drawing the Door Plan View Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 760

Creating the Door Leaf Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 765

Assigning Materials to the Door Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 768

Defining New Door Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 770

Creating a Window Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 773

Specifying the New Window Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 774

Creating the Window Frame Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 775

Creating the Window Sash Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 782

Creating the Window Glass Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 784

Creating the Window Mullion Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 789

Assigning Materials to the Window Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 801

Defining New Window Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 804

Creating a Furniture Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 808

Specifying the New Rolltop Desk Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 808

Creating the Desktop Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 815

Creating the Desk Drawer Base Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 818

Creating the Rolltop Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 827

Creating the Drawers Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 833

Defining New Furniture Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 836

Creating a Baluster Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 838

Drawing a Baluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 838

Assigning the New Baluster to a Stair Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 840

Creating Profile Families . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 842

Drawing a Sweep Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 842

Drawing a Rail Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 842

Drawing a Stair Nosing Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 843

Drawing a Reveal Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 844

Drawing a Host Sweep Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 845

Applying a Sweep Profile to a 2D Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 846

Applying a Host Sweep Profile to Walls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 848

Creating a Room Tag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 850

Specifying Room Tag Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 850

Creating an Annotation Symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 852

Creating a Custom North Arrow Annotation Symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . 852

Adding the New North Arrow to a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 854

Creating a Titleblock Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 855

Drawing Linework for a Titleblock Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 855

Adding Graphics and Text to a Titleblock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 858

Adding the Titleblock to a New Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 866

Creating In-Place Families . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 868

Creating the Dome Roof In-Place Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 868

Creating the Concave Floor In-Place Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 874

Chapter 18 Parametric Component Design Techniques . . . . . . . . . . . . . . . . . . . . . . . . 879

Planning a Parametric Component Family . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 880

Contents |ix


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Determining Component Needs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 880

Selecting the Family Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 881

Creating the Component Skeleton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 884

Adding Reference Planes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 884

Adding Dimensions and Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 890

Creating New Length Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 894

Flexing the Component Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 897

Adding Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 900

Creating Solid Extrusions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 900

Adding Constraints to the Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 902

Creating Additional Solid Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 905

Testing the Family in a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 914

Loading a Family into a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 914

Testing a Family Instance in a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 915

Working with Nested Subcomponents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 919

Adding a Nested Component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 919

Creating Formula-controlled Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 923

Arraying Nested Subcomponents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 928

Reloading a Family into a Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 933

Applying Subcategories, Materials, and Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 935

Creating and Applying Subcategories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 935

Creating Material Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 940

Controlling Component Visibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 942

Assigning Detail Level and View Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 942

Creating Component Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 945

Creating Multiple Component Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 945

Creating Conditional Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 946

Part 5 Using Advanced Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 949

Chapter 19 Roofs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 951Creating Roofs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 952

Creating an Extruded Roof. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 952

Creating a Gable Roof from a Footprint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 956

Creating a Roof with a Vertical Penetration from a Footprint . . . . . . . . . . . . . . . . . . . . . . . . 958

Creating a Hip Roof from a Footprint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 960

Creating a Shed Roof from a Footprint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 963Adding Slope Arrows to a Shed Roof. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 965

Aligning Roof Eaves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 966

Creating a Mansard Roof. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 967

Creating Fascia, Gutters, and Soffits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 969

Creating Roof Fascia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 970

Creating Gutters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 971

Creating Soffits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 972

Part 6 Customizing Project Settings and Templates . . . . . . . . . . . . . . . . . . . . . . . 975

Chapter 20 Modifying Project and System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 977Modifying System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 978

Modifying General System Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 978

Specifying File Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 980Specifying Spelling Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 982

Modifying Snap Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 983

Modifying Project Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 985

Creating and Applying Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 985

Creating and Applying Fill Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 989

Controlling Object Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 991

Modifying Line Patterns and Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 992

Modifying Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 997

Specifying Units of Measurement, Temporary Dimensions, and Detail Level Options . . . . . . . . . . . 999

Modifying Project Browser Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1000

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Creating an Office Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1003

Choosing the Base Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1003

Modifying Project Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1004

Loading and Modifying Families and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1008

Modifying Views and View Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1011

Modifying Render Scene Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1013

Modifying Import/Export Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1015

Setting up Shared and Project Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1016

Creating Named Print Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1018

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Getting Started 1

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Introduction

This introduction helps you get started with the Revit MEP 2008 tutorials and

presents the fundamental concepts of the product, including:

how Revit MEP works.

the terms used when working with the product.

how to navigate the user interface.

how to perform some common tasks in the product.

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Using the Tutorials

In this lesson, you learn how to get started with the Revit MEP tutorials, including where to locate the training filesspecified in the tutorials and how to create a new Revit MEP project from a template file.

The Contents tab of the Revit MEP Tutorials window displays the available tutorial titles. Expand a title to display thtitles of the lessons in the tutorial, and expand a lesson title to display a list of exercises in the lesson.

NOTE You may find it helpful to print a tutorial to make it easier to reference the instructions as you work in Revit MEP. The

tutorials are also available in PDF format by clicking Help menuDocuments on the Web in Revit MEP.Accessing Training Files

Training files are Revit MEP projects, templates, and families that were created specifically for the tutorials. The traininfiles, like the tutorials, are bundled with the product. Training files are provided to help you work through the tutorialsIn this exercise, you learn where the training files are located, as well as how to open and save them.

Where are the training files located?

Training files, by default, are located in C:\Documents and Settings\All Users\Application Data\Autodesk\RME2008\Training. Training files are grouped into three folders within the training folder:

Common: generic files often used to teach a concept. These files are not dependent on imperial or metric units.Common file names have a c_ prefix.

Imperial: files specifically for users working with imperial units. Imperial file names have an i_ prefix.

Metric: files specifically for users working with metric units. Metric file names have an m_ prefix.

NOTE Depending on your installation, your training folder may be in a different location. Contact your CAD manager for

more information.

IMPORTANT Content used in the tutorials, such as templates and families, is located and accessed in the training files

location. Although this content may be installed in other locations on your system, all content used in the tutorials is included

in the training files location to ensure that all audiences access the correct files.

What is a dataset?

A dataset is a Revit MEP project that defines a building information model and views of the model that is used tocomplete the steps in a tutorial. Many tutorials include a Dataset section that references the training file to be usedwith the tutorial. In other tutorials, you create a project from a template, rather than opening an existing dataset.

Open a dataset

1 Click File menuOpen.2 In the left pane of the Open dialog, scroll down, and click the Training Files icon.

3 In the right pane, double-click Common, Imperial, or Metric, depending on the type of dataset.

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4 Click the dataset name, and click Open.

Save a dataset

5 To save a dataset with a new name, click File menuSave As.In many cases, the work you do in a project during a tutorial exercise becomes the starting point for the

next exercise. In many tutorials, you create a project or modify an existing project, save the changes, anduse the saved version of the file to begin the next exercise or lesson.

6 Complete the information in the Save As dialog:

For Save in, select the folder in which to save the new file.

You can save the file in the appropriate Training Files folder or in another location. Note where yousave the file so you can open it for additional exercises as required.

For File name, enter the new file name.

A good practice is to save the dataset with a unique name after you have made changes. For example,if you open c_settings.rvt and make changes, you should save this file with a new name such asc_settings_modified.rvt.

For Save as type, verify that Project Files is selected, and then click Save.

Create a project from a template

7 To create a project from a template, rather than using an existing dataset, click File menuNewProject.

8 In the New Project dialog, under Create new, select Project.

9 Under Template file, verify the second option is selected, and click Browse.

In the left pane of the Choose Template dialog, click Training Files, and open Metric\Templates.

10 In the Choose Template dialog, review the Revit MEP templates.

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Templates are available for specific building types: commercial, construction, and residential. Each templatcontains predefined settings and views appropriate for the corresponding building type. For most tutoriaprojects, you use the default template and customize the project as necessary.

11 Select Systems-Default_Metric.rte, and click Open.

12 Click OK.

Understanding the Basics

In this lesson, you learn what Revit MEP is and how its parametric change engine benefits you and your work. Youbegin with the fundamental concepts that Revit MEP is built upon. You learn the terminology, the hierarchy of elementshow to navigate the user interface, and how to perform some common tasks in the product.

What is Revit MEP 2008?

The Revit MEP platform for building information modeling is a design and documentation system that supports thedesign, drawings, and schedules required for a building project. Building information modeling (BIM) delivers informatioabout project design, scope, quantities, and phases when you need it.

In the Revit MEP model, every drawing sheet, 2D and 3D view, and schedule is a presentation of information from thsame underlying building model database. As you work in drawing and schedule views, Revit MEP collects informationabout the building project and coordinates this information across all other representations of the project. The RevitMEP parametric change engine automatically coordinates changes made anywherein model views, drawing sheets,

schedules, sections, and plans.

What is meant by parametric?

The term parametric refers to the relationships among all elements of the model that enable the coordination andchange management that Revit MEP provides. These relationships are created either automatically by the software orby you as you work. In mathematics and mechanical CAD, the numbers or characteristics that define these kinds ofrelationships are called parameters; hence, the operation of the software is parametric. This concept is important becausit is this capability that delivers the fundamental coordination and productivity benefits of Revit MEP: Change anythinat any time anywhere in the project, and Revit MEP coordinates that change through the entire project.

The following are examples of these element relationships:

The outside of a door frame is a fixed dimension on the hinge side from a perpendicular partition. If you move

the partition, the door retains this relationship to the partition. Windows or pilasters are spaced equally across a given elevation. If the length of the elevation is changed, the

relationship of equal spacing is maintained. In this case, the parameter is not a number but a proportionalcharacteristic.

The edge of a floor or roof is related to the exterior wall such that when the exterior wall is moved, the floor orroof remains connected. In this case, the parameter is one of association or connection.

How does Revit MEP 2008 keep things updated?

A fundamental characteristic of a building information modeling application is the ability to coordinate changes andmaintain consistency at all times. You do not have to intervene to update drawings or links. When you changesomething, Revit MEP immediately determines what is affected by the change and reflects that change to any affectedelements.

Revit MEP uses two key concepts that make it especially powerful and easy to use. The first is the capturing of relationshipwhile the designer works. The second is its approach to propagating building changes. The result of these concepts issoftware that works like you do, without requiring entry of data that is unimportant to your design.

Element behavior in a parametric modeler

Revit MEP uses five software element classes: host, component, annotation, view, and datum.

Hosts include walls, floors, roofs, and ceilings.

Components include windows, doors, and furniture.



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Annotations are 2D, view-specific elements that help you produce documentation.

Views are dynamic representations of the model and are always up-to-date.

Datums are reference elements that help you put your building together.

This implementation provides flexibility for designers. Revit MEP elements are designed to be created and modified byyou directly; programming is not required. If you can draw, you can define new parametric elements in Revit MEP.

In Revit MEP, the elements determine their behavior largely from their context in the building. The context is determinedby how you draw the component and the constraint relationships that are established with other components. Often,

you do nothing to establish these relationships; they are implied by what you do and how you draw. In other cases,you can explicitly control them, by locking a dimension or aligning two walls, for example.

Understanding Revit MEP 2008 terms

Most of the terms used to identify objects in Revit MEP are common, industry-standard terms familiar to most architects.However, there are some terms that are unique to Revit MEP, and understanding them is crucial to understanding thesoftware. This section defines the basic terms used in Revit MEP.

Project: In Revit MEP, the project is the single database of information for your designthe building informationmodel. The project file contains all the information for your building design, from geometry to construction data. Thisinformation includes components used to design the model, views of the project, and drawings of the design. By usinga single project file, Revit MEP makes it easy for you to alter your design and have changes reflected in all associatedareas (plan views, elevation views, section views, schedules, and so forth). Having only one file to track also makes iteasier to manage the project.

Level: Levels are infinite horizontal planes that act as a reference for level-hosted elements, such as roofs, floors, andceilings. Most often, you use levels to define a vertical height or story within a building. You create a level for eachknown story or other needed reference of the building; for example, first floor, top of wall, or bottom of foundation.To place levels, you must be in a section or elevation view.

Level 2 work plane cutting through the 3D view with the corresponding floor plan tiled next to it.

Element: When creating your project, you add Revit MEP parametric building elements to the design. All elementsare considered categories. Revit MEP classifies elements by model component elements and annotation elements.

A model component element, such as a door, desk, or roof, represents the actual 3D geometry of the building.

An annotation building element, such as a door tag, elevation symbol, or room tag, helps document the model.

Family: Families are classes of elements in a category that group elements with a common set of parameters (properties),identical use, and similar graphical representation. Different elements in a family may have different values for some

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or all properties, but the set of propertiestheir names and meaningis the same. For example, six-panel colonialdoors could be considered one family, although the doors that compose the family come in different sizes and materialsFamilies are either component families or system families:

Component family files can be loaded into a project and created from family templates. You can determine theset of properties and the graphical representation of the family.

System families include walls, dimensions, ceilings, roofs, floors, and levels, and are not available for loading orcreating as separate files.

Revit MEP predefines the set of properties and the graphical representation of system families.

You can use the predefined types to generate new types that belong to this family within the project. Forexample, the behavior of a wall is predefined in the system; however, you can create different types of wallswith different compositions.

System families can be transferred between projects.

Type: Each family can have different types. A type can be a specific size of a family, such as a A0 title block or a 910x 2110 door. A type can also be a style, such as default aligned or default angular style for dimensions. A family canhave several types. For example, a table could come in several different sizes. Each different size would be a new typewithin the same family.

Instance: Instances are the actual items that are placed in the project and have specific locations in the building(model instances) or on a drawing sheet (annotation instances).

Revit MEP 2008 terms

Navigating the User Interface

One of the advantages of Revit MEP is its ease of use, specifically its clear user interface. The Revit MEP window isarranged to make navigation easy. Even the toolbar buttons are labeled, making it easy to understand what each buttonrepresents. Revit MEP uses standard Microsoft Windows conventions. If you have used any other product that followsthese conventions, learning Revit MEP is much easier.



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In the following illustration, the user interface is labeled. In the steps that follow, you navigate and become familiarwith the user interface.

Start a new project

1 On the Standard toolbar, click .

This creates a new project based on the default template.

The Title Bar

2 Place the cursor at the top of the user interface and notice the Title Bar contains the name of the projectand the view that is currently open.

By default, new projects are numbered consecutively until saved with a new name. In addition, the Level1 floor plan view is the default open view.

TIP The view opened and the view names are dependent on the template on which the project is based.

The Menu Bar

3 Click View menu

Zoom.

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The Menu Bar across the top of the window includes standard menu names such as File, Edit, and View.To choose commands, place the cursor over the menu name, and click. Then, click the command nameto start the command. Many of the commands also have shortcut keys to speed up the design process.These shortcut keys are listed next to the command on the menu.

TIP For example, the shortcut key for Zoom in Region is ZR.

While working in the drawing area, you simply type the required keystrokes to run the command. Anothetimesaving tool for selecting commands is to place the cursor in the drawing area and right-click. A contexmenu appears with a list of all available commands. The context menu changes depending on the functionyou are performing and what is currently selected.

The Toolbar

4 On the Window menu, click Toolbar.

There are six toolbars across the top of the window just beneath the Menu Bar. The buttons on the toolbarepresent some of the more common commands. You can control the visibility of the six toolbars and turn

the toolbar text labels on or off within the WindowToolbar menu. You can use the toolbar grips toresize and move each toolbar.

The Options Bar

5 Click Modelling menuWall.Notice the bar beneath the toolbars contains wall design options. The Options Bar is context-sensitive andvaries depending on the tool or selected component.

6 Click Modelling menuDoor.Notice the design options available on the Options Bar are now applicable to doors. On the left side of thOptions Bar, notice a door type is specified.



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The Type Selector

7 The drop-down list on the left side of the Options Bar is called the Type Selector. Select the drop-down listto view the list of doors.

The Type Selector is a context-sensitive drop-down list. If you select the Door tool, the Type Selector displaysa list of doors available within the project. The list of components in the Type Selector is identical to thecomponents listed in the Families branch of the Project Browser under the respective category.

8 Click Modelling menuWall.9 In the Type Selector, notice the list of walls that are available.

You use the Type Selector in two ways. First, you can select a component type before you add it to thebuilding model. For example, if you intend to add a door, the door type active in the Type Selector is thedoor type that is added when you insert it into the building model. You can also use the Type Selector tochange a component type after it has been added to the building model. Within the drawing area, you canselect any component and then change the type from the Type Selector.

The Design Bar

10 Click Window menuDesign Bars.



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The Show Design Bars dialog is displayed.

The Design Bar is located on the left side of the interface, immediately below the Type Selector. There are10 tabs in the Design Bar, containing buttons grouped by function. You can control which tabs display byselecting them in the Show Design Bars dialog.

11 Click OK.

Each tab contains frequently used commands that are also available from the menu.

Basics tab: Includes commands for creating most basic building model components.

View tab: Commands for creating different views in the project.

Modelling tab: All the commands to create model elements.

Drafting tab: Commands for both adding annotation symbols and creating the sheet details for theproject construction documents.

Rendering tab: Commands for creating rendered 3D images.



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Site tab: Commands for adding site components and producing site plans.

Massing tab: Commands for executing conceptual massing commands.

Room and Area tab: Commands for making room and area schemes and plans.

Structural tab: Commands for adding structural components to your project.

Construction tab: Includes commands for creating construction industry information.

To access the commands within a tab, click the tab, and the respective commands are displayed on theDesign Bar.

TIP You can turn the visibility of each tab on and off by right-clicking on the Design Bar and selecting the tab

from the context menu.

The Project Browser

12 To the right of the Design Bar is the Project Browser. In the Project Browser, select Views (all).

You can use the Project Browser to quickly manage the views, schedules, sheets, reports, families, andgroups of your current project:

Right-click in the browser to add, delete, and rename views, families, and groups.

The browser is conveniently organized by view type (floor plans, elevations, 3D), family category(doors, walls, windows), and group name. Expand or compress the browser list by clicking the + or -sign next to the name.



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To open a view, double-click the name.

You can also drag and drop from the browser into the drawing area, making it easy to add a family ogroup to the project or add a view to a sheet.

The browser is dockable, so you can position it wherever you want by dragging the Project Browsertitle bar to a new location.

13 In the Type Selector, scroll through the sorting options available for the Project Browser.

14 Click Settings menuBrowser Organization.You can create and modify Project Browser organization schemes for both views and sheets. After youcreate a browser organization scheme, you can instantly change the sorting within the Project Browser byselecting the scheme in the Type Selector.

15 In the Browser Organization dialog, click Cancel.

The Status Bar

16 On the Architectural tab of the Design Bar, click Wall.

The cursor is displayed as a pencil.

17 Place the cursor near the center of the drawing area. Do not click.



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In the bottom left corner of the window, notice the Status Bar provides information regarding what youshould do next. In this case, it tells you to "Click to enter wall start point."

TIP The tooltip that displays is identical to the note in the status bar.

18 On the Design Bar, click Modify.

You can turn the Status Bar visibility on or off from the Window menu. The Status Bar also providesinformation, in conjunction with Tooltips, regarding selected components within a view. When you placethe cursor over a component, it highlights and the status bar displays the component name.

TIP When attempting to select a specific component in a crowded or detailed view, use the Tab key to alternatebetween nearby components.

19 Place the cursor over the elevation symbol arrow on the left side of the drawing area.

The elevation symbol consists of two parts, the main symbol and the elevation directional arrows. Makesure you place the cursor over the arrow portion of the symbol. It highlights when the cursor is over it.

In the Status Bar, notice that the name of the preselected component is Views: Elevation: West.

20 Press TAB, and notice that the preselected component switches to the main elevation symbol, Elevations:

Elevation: Elevation 5.

When attempting to select a specific component in a complex or crowded view, you can use the Status Barand the Tab key to toggle between components and select the desired component.

Revit MEP 2008 Help

21 Click Help menuRevit MEP 2008 Help.



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Help is available online at all times during a Revit MEP session. You can use this tri-pane, HTML helpwindow to search for information and quickly display it to read or print. There are several tools that helpyou find information. You can select a topic on the Contents tab, find a keyword on the Index tab, searchfor all instances of a word or phrase on the Search tab, or save commonly used pages on the Favorites tabContext-sensitive help is also available to provide instant help on any menu command.

You can access Help in the following ways:

Dialog Boxes: Dialog boxes include Help buttons. Click the Help button, and the topic specific to thedialog box opens. If there is no Help button displayed, press F1 to get help on that dialog box.

Windows: From any window, press F1 to get the topic associated with the window.

Toolbar: From the Toolbar, click , and then click on a specific menu command or commandbutton for Help. You can also press SHIFT+F1. Be sure to have the Standard toolbar displayed.

Tool Tips: To see Tool Tips, rest the cursor over the Toolbar button until the Tool Tip displays.

TIP You can control the level of Tool Tip assistance from the SettingsOptions menu.

22 Close the Revit MEP Help window.

Performing Common Tasks as You Work in Revit MEP

In this exercise, you learn to perform some of the common Revit MEP tasks that are included in the tutorials. After youare familiar with how to complete these tasks, it will be easier to work in Revit MEP and focus on the unique tasks foeach tutorial.

Use zoom commands to adjust the view

1 In the tutorials, you are instructed to use a zoom command to adjust the viewable area in the window. Foexample, you may be asked to zoom to a specific region of a view or to zoom to fit the entire building orfloor plan in the view. Understanding how to adjust the view will make it easier to work with the buildinmodel in the window.

There are several ways to access zoom options:

View menu commands

Zoom command on the View toolbar

Shortcut keys

Wheel mouse

Dynamic View dialog

In the following steps, you open a dataset and practice adjusting the view with the zoom commands.

2 Click File menuOpen.3 In the left pane of the Open dialog, click Training Files, and open Metric\m_Cohouse.rvt.



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The 3D isometric view displays:

4 Click View menuZoom to display the zoom options menu.The zoom menu lists the zoom options and the shortcut keys for each option.

5 Click Zoom Out (2x).

6 On the View toolbar, click the drop-down menu next to the Zoom command to display the zoom options.

NOTE Clicking the Zoom icon itself automatically activates the Zoom In Region command.

7 Click Zoom To Fit, and the view of the buiding model is sized to fit the available window.

8 Click in the drawing area, and enter the shortcut keys ZR to zoom in on a region.

The cursor becomes a magnifying glass.

9 Click the upper left corner and lower right corner of the region you wish to zoom; this is referred to as acrossing selection.

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10 If you use a mouse where the middle button is a wheel, you can roll the wheel to zoom the view dynamicallyUse the wheel mouse to zoom out to see the entire building again.

If you do not have a wheel mouse, use a zoom menu command or the Toolbar option to zoom out withinthe view.

NOTE As you zoom in and out within a view, Revit MEP uses the largest snap increment that represents less

than 2mm in the drawing area. To modify or add snap increments, click Settings menuSnaps.11 Zoom is also available in Dynamic View mode. To display the Dynamic View dialog in a 2D or 3D view,

on the View toolbar, click .

The Dynamic View dialog displays in the lower-left corner of the screen.

12 Use one of the following methods to zoom:

In the Dynamic View dialog, click Zoom, and drag the cursor in the drawing area.

Without clicking in the dialog, press and hold CTRL, hold the middle mouse button (or left mouse

button on a wheel mouse), and drag the cursor.

On a wheel mouse, roll the wheel to zoom the view.

Resize elements using drag controls

13 In the Project Browser, expand Views (all), expand Floor Plans, and double-click 2nd Flr. Cnst.

When drawing or modifying a building model, it is important to understand how to adjust the size ofcomponents in the drawing area. Small blue dots, called drag controls, display at the ends of selected line

and walls in a plan view. Similar controls, referred to as shape handles, display along the ends, bottoms,and tops of selected walls in elevation and 3D views.

14 Enter ZR, zoom in on the upper-left corner of the floor plan, and select the wall, as shown:

Notice the small blue dots that display at both ends of the wall. These are the drag controls.



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15 Click and drag the left control, moving the cursor to the left horizontally, to lengthen the wall.

16 Click in the drawing area to deselect the wall.

Move an element17 Scroll the view down so you can see the couch and table in the floor plan.

18 Select the Craftsman02 table, and on the Edit toolbar, click (Move).

Some commands, such as Move and Copy, require two clicks to complete the command. After selectingthe element to be moved, for example, click to specify the starting position, and click again to specify theending position. In this case, you want to move the table closer to the wall.

19 Click the lower-left endpoint of the table.



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20 Click next to the lower wall, as shown.

The table moves down and the lower-left corner is placed at the move endpoint.

21 Another way to move an element is to select it and drag it to a new location. Select the plant, and drag iton top of the table.

Undo commands

22 On the Standard toolbar, click the drop-down menu next to .

All changes you make to a project are tracked. The Undo command allows you to undo several commandby clicking the drop-down menu next to the Undo command on the Toolbar. In this example, you decidethat you like the table better where it was placed originally.

23 On the Undo menu, select the second item in the list, Move.

Selecting the second action in the list will undo the last two actions. All commands are canceled up to andincluding the selected command. The table and plant are returned to their original locations.



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NOTE To quickly undo the previous action, on the Standard toolbar, click the Undo command, or press and

hold CTRL and enterZ.

End a command

24 On the Basics tab of the Design Bar, click Lines.

Some commands, such as the Lines command, stay active or current until you choose another commandor end the current command.

25 Click in the drawing area to start the line and click again to end it.

Notice that the Lines command is still active and you could continue to place lines.

26 To end the command, use one of the following methods:

Choose another command.

On the Design Bar, click Modify.

Press ESC twice.

27 Close the file without saving your changes.



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Mechanical Systems

In this tutorial, you design a mechanical system for an office building. This system

consist of a VAV duct system and a hydronic piping system. As you create the

mechanical system, you follow a series of lessons and exercises that teach the

recommended systems design workflow for Revit MEP 2008. This workflow begins

with systems planning and design, and concludes with documenting your design

and exporting your design. By following the recommended workflow, you learn

system design best practices while understanding how Revit MEP makes systems

designing more efficient.

The goal of this tutorial is to teach you to design a mechanical system using Revit

MEP 2008. At the end of this tutorial, you will understand the process,

methodology, and specific techniques for designing mechanical systems.

NOTE All exercises in this tutorial are designed to be completed sequentially; each

exercise is dependent on the completion of the previous exercise. After finishing each

exercise, you can choose to save your work. However, it is highly recommended thatyou always begin an exercise by opening the provided dataset. This dataset includes

the work from the previous exercise(s) and ensures a seamless training session. The

datasets that you use to complete this tutorial are located in the Training FilesMetric

directory. You can search this directory to verify that the datasets have been

downloaded. If the tutorial datasets are not present, go to

http://www.autodesk.com/revitmep-documentationand download them.

2

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Planning Mechanical Systems

Creating a mechanical system in Revit MEP is similar to any design project; planning is critical to a successful designIn this lesson, you plan the system by first creating zones and then performing an energy analysis on the building spacto determine heating and cooling requirements.

Creating Zones

In this exercise, you create zones for the rooms on the first and second floors. Zones allow you to better analyze andcontrol the heating and cooling of the space. First, however, you create separate views in which to work with zones.After you create these views, you create a shared project parameter, and then you use this parameter to assign eachzone to a room. Later in the design process, you refer back to the views to verify zone information.

Dataset

Click File menuOpen. In the left pane of the Open dialog, click the Training Files icon.

Open the m Zones.rvt file located in the MetricMechanical folder.Create a new floor plan view

1 In the Project Browser, expand Views (Discipline)MechanicalHVACFloor Plans, right-click theview named 2 - Mech, and click Duplicate ViewDuplicate.A new view called Copy of 2 - Mech is created and becomes the active view (it is in boldface).

2 In the Project Browser, right-click Copy of 2 - Mech, and click Rename.

3 Enter 2 - Mech Zones for Name, and click OK.

Create a shared project parameter

4 Click Settings menu Project Parameters.5 After the Project Parameters dialog opens, click Add.

6 In the Parameter Properties dialog, select Shared parameter for Parameter Type, and click Select. When

prompted to choose a shared parameter file, click Yes.7 In the Edit Shared Parameters dialog, click Create.

8 In the Save As dialog, enter Office for File name, navigate to the folder of your choice, and click Save.

The shared parameter file is saved as a text file.

9 In the Edit Shared Parameters dialog, under Groups, click New, and name the new parameter groupRoomsand click OK.

Notice that the new Rooms group is selected for the parameter group.

10 Under Parameters, click New, and enter Zone for Name in the Parameter Properties dialog, and click OK3 times.

11 In the Parameter Properties dialog, under Categories, select Rooms, and click OK twice.

Next, you copy the room tags from the level 2 architectural floor plan to the level 2 mechanical HVACfloor plan. This allows you to easily identify the rooms when assigning zones.

Copy room tags

12 In the Project Browser, expand Views (Discipline)ArchitecturalNew ConstructionFloor Plans, anddouble-click Level 2.

13 Place the cursor outside of the building at the upper left corner, drag the cursor to the lower right cornerto draw a pick box around the entire level 2 floor plan.

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Notice that all of the selected elements highlight.

14 On the Options Bar, click to filter the selected elements.

15 In the Filter box, click Check None, and then select Room Tags, and click OK.

All level 2 room tags are selected. Remember that when drawing a pick box or using cross-picking (rightto left dragging) all elements visible in the view range are selected. In this case, only mechanical elementsare selected because the view discipline has been specified as Mechanical.

16 Press CTRL+C to copy the selection.

17 In the Project Browser, under Mechanical, double-click 2 - Mech Zones to make it the active view.

18 Click EditPaste AlignedCurrent View.All level 2 room tags are pasted into the view.

TIP Notice that by selecting Paste Aligned, all room tags are automatically aligned based on their original

placement. If you had selected Paste from Clipboard (CTRL+V), you would have needed to manually align the

selection.

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Assign zones to the level 2 rooms

19 In the 2 - Mech Zones view, select the Office 6 room component, and click (Properties).

TIP You can easily identify the room component by the diagonal lines that display after placing the cursor in

the room. Note that the Office 6 room tag is not the room component but a room tag (annotation).

Room TagRoom Component

20 In the Element Properties dialog, under Other, enter zone 1 for Zone, and click OK.You have assigned zone 1 to Office 6.

21 Assign zones to the remaining Level 2 rooms according to the table below.

TIP To assign the same zone to more than one room, select the first room component, press Ctrl, and select

each additional room component. Then, use the Element Properties dialog to assign the zone. To clear a selection,

press SHIFT and select the room component to clear.

ZoneLevel 2 Room Name

zone 1Office 6

zone 2Office 7

zone 3Office 8

zone 4Office 33

zone 5Office 32

zone 6Conference Room 31

zone 7Office 29

zone 8Office 28, Office 27

zone 9Office 26

zone 10Lounge 25

zone 11Open 2

zone 12Ladies Room 23

zone 13Mens Room 22

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Assign zones to level 1 rooms

22 Using the methods that you just learned, do the following:

Create a new mechanical HVAC view based on 1 - Mech and name it 1 - Mech Zones.

Copy the room tags from the Level 1 architectural floor plan and paste them (using Paste Aligned)into the 1 - Mech Zones view.

23 In the 1 - Mech Zones view, assign zones to the rooms according to the following table:

ZoneLevel 1 Room Name

zone 14Office 3


zone 16Office 18



zone 19Office 12

zone 20Office 11


zone 22Open 1

zone 23Ladies Room 20

zone 24Mens Room 19

24 If you want to save your work, click File menuSave.25 In the Save As dialog, enter Zones Trainingfor File name, navigate to the folder of your choice, and click

Save.

NOTE After finishing each exercise, you can choose to save your work. However, it is highly recommended that

you always begin each exercise by opening the dataset that Autodesk provides. This dataset includes the workfrom the previous exercise(s) and ensures a seamless training session.

In this exercise, you created new views by duplicating and renaming existing views. You then copied room tags intothe new views, and created a shared project parameter. Using this project parameter, you assigned zones to the level 1and level 2 rooms. In the next exercise, you assign color scheme to these newly assigned zones in preparation for layingout a VAV duct system.

Assigning a Color Scheme to Zones

In this exercise, you define a color scheme and assign it to the zones that you created in the previous exercise. A colorscheme allows you to communicate and identify parameters visually and spatially rather than you using room schedules

or accessing element properties.Dataset

Click File menuOpen. In the left pane of the Open dialog, click the Training Files icon.

Open the m Zones Color Scheme.rvt file located in the MetricMechanical folder.

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Create a new color scheme legend type

1 In the Project Browser, expand Views (Discipline)MechanicalHVACFloor Plans, and double-click2 - Mech Zones to make it the active view.

2 Enter ZF to zoom the view to fit the drawing area.

This displays the entire floor plan and centers it in the drawing area.

TIP You can also right-click, and click Zoom to Fit.

3 On the Drafting tab of the Design Bar, click Color Scheme Legend.

NOTE If the Drafting tab is not available on the Design Bar, right-click the Design Bar, and click Drafting.

4 On the Options Bar, click (Properties).

5 In the Element Properties dialog, click the Edit/New button.

6 In the Type Properties dialog, click Duplicate to create a new color scheme legend type based on the existingone.

7 For Name, enter HVAC, and click OK.

In the Type Selector, notice that Color Scheme Legend : HVAC is now the current color scheme legendtype.

8 Click OK twice.

Apply the color scheme

9 Move the cursor in the drawing area and notice that the color scheme legend outline indicates that nocolor s