Revit 2020 Fundamentals For Mep

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Autodesk® Revit® 2020
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Fundamentals for MEP

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Learning Guide
Imperial Units - 1st Edition
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Cover Page
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Authorized Publisher
ASCENT - Center for Technical Knowledge®
Autodesk® Revit® 2020
Fundamentals for MEP
Imperial Units - 1st Edition
Prepared and produced by:
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ASCENT Center for Technical Knowledge
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Charlottesville, VA 22911
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866-527-2368
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www.ASCENTed.com
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Lead Contributor: Martha Hollowell Orcutt
Copyright
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ASCENT - Center for Technical Knowledge is a division of Rand Worldwide, Inc., providing custom
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© ASCENT - Center for Technical Knowledge, 2019
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AS-RME2001-FND1IM-E // IS-RME2001-FND1IM-E
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Preface ............................................................................................................ ix
In this Guide ................................................................................................. xiii
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Practice Files ............................................................................................... xvii
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Chapter 1: Introduction to BIM and Autodesk Revit ................................. 1-1
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Workflow and BIM ............................................................................. 1-3
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Revit Terms....................................................................................... 1-4
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Revit and Construction Documents................................................... 1-5

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1.2 Overview of the Interface ............................................................... 1-6

1.3 Starting Projects ........................................................................... 1-22
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Opening Projects............................................................................. 1-23

Starting New Projects...................................................................... 1-25
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Saving Projects ............................................................................... 1-26

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1.4 Viewing Commands ...................................................................... 1-28

Zooming and Panning ..................................................................... 1-28
Viewing in 3D .................................................................................. 1-30
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Visual Styles.................................................................................... 1-34

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Practice 1a Open and Review a Project ............................................. 1-36

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Chapter Review Questions................................................................... 1-45

Command Summary ............................................................................. 1-48
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Chapter 2: Basic Sketching and Modify Tools........................................... 2-1

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2.1 Using General Sketching Tools ..................................................... 2-2

Drawing Aids ..................................................................................... 2-2
Reference Planes.............................................................................. 2-6
2.2 Inserting Components .................................................................... 2-8
Loading Components ...................................................................... 2-13
Purging Unused Components ......................................................... 2-14
Practice 2a Insert Components........................................................... 2-15
© 2019, ASCENT - Center for Technical Knowledge® i

Autodesk Revit 2020: Fundamentals for MEP
2.3 Selecting and Editing Elements................................................... 2-21

Selecting Multiple Elements ............................................................ 2-24
Filtering Selection Sets ................................................................... 2-26
Practice 2b Select and Edit Elements ................................................ 2-28
2.4 Working with Basic Modify Tools................................................ 2-33
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Moving and Copying Elements ....................................................... 2-33
Rotating Elements........................................................................... 2-35
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Mirroring Elements .......................................................................... 2-37
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Creating Linear and Radial Arrays .................................................. 2-38
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Practice 2c Work with Basic Modify Tools ........................................ 2-42
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2.5 Working with Additional Modify Tools........................................ 2-48
Aligning Elements ........................................................................... 2-48
Splitting Linear Elements ................................................................ 2-50
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Trimming and Extending ................................................................. 2-50
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Offsetting Elements......................................................................... 2-52
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Practice 2d Work with Additional Modify Tools ................................ 2-55
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Command Summary ............................................................................. 2-64
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Chapter 3: Starting Systems Projects ........................................................ 3-1

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3.1 Linking and Importing CAD Files .................................................. 3-2

3.2 Linking in Revit Models .................................................................. 3-5
Managing Links ................................................................................. 3-7
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Practice 3a Start a Systems Project ..................................................... 3-9

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3.3 Setting Up Levels .......................................................................... 3-12

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Modifying Levels ............................................................................. 3-14

Creating Plan Views........................................................................ 3-17
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3.4 Copying and Monitoring Elements.............................................. 3-19

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Practice 3b Copy and Monitor Elements............................................ 3-21

3.5 Coordinating Linked Models........................................................ 3-26
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Practice 3c Coordinate Linked Models .............................................. 3-29

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3.6 Batch Copying Fixtures................................................................ 3-33

Batch Copying Fixtures ................................................................... 3-34
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Practice 3d Batch Copy Fixtures ........................................................ 3-36

Command Summary ............................................................................. 3-46
ii © 2019, ASCENT - Center for Technical Knowledge®

Contents
Chapter 4: Working with Views ................................................................... 4-1

4.1 Modifying the View Display............................................................ 4-2
View Properties ................................................................................. 4-2
Hiding and Overriding Graphics ........................................................ 4-7
Using View Templates .................................................................... 4-13
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MEP System Filters......................................................................... 4-15
4.2 Duplicating Views ......................................................................... 4-17
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Duplication Types............................................................................ 4-17
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Practice 4a Duplicate Views and Set the View Display..................... 4-20
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4.3 Adding Callout Views ................................................................... 4-25
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Working with Crop Regions............................................................. 4-27
Plan Regions................................................................................... 4-28
Practice 4b Add Callout Views............................................................ 4-31
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4.4 Creating Elevations and Sections ............................................... 4-38
Elevations........................................................................................ 4-39
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Sections .......................................................................................... 4-40
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3D Section Views ............................................................................ 4-45
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Practice 4c Create Elevations and Sections...................................... 4-49
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Command Summary ............................................................................. 4-60
Chapter 5: Setting Up Spaces ..................................................................... 5-1

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5.1 Preparing a Model for Spaces........................................................ 5-2

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5.2 Adding Spaces ................................................................................ 5-6

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Naming Spaces................................................................................. 5-7

Creating Individual Spaces ............................................................... 5-9
Space Properties............................................................................. 5-10
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Practice 5a Add Spaces....................................................................... 5-11

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5.3 Working with Spaces .................................................................... 5-17

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Special Space Situations ................................................................ 5-18

Practice 5b Work with Spaces ............................................................ 5-22
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Command Summary ............................................................................. 5-33
Chapter 6: Heating and Cooling Loads Analysis....................................... 6-1

6.1 Creating Zones ................................................................................ 6-2
Using the System Browser with Zones ............................................. 6-4
6.2 Applying Color Schemes................................................................ 6-6
Practice 6a Create Zones....................................................................... 6-8
© 2019, ASCENT - Center for Technical Knowledge® iii

6.3 Analyzing the Heating and Cooling Loads ................................. 6-14

Practice 6b Heating and Cooling Analysis ........................................ 6-20
Command Summary ............................................................................. 6-31
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Chapter 7: Basic Systems Tools ................................................................. 7-1
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7.1 Connecting Components ............................................................... 7-2
Testing Connections ......................................................................... 7-7
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Practice 7a Connect Components ........................................................ 7-9
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7.2 Creating Systems - Overview....................................................... 7-16
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Using the System Browser.............................................................. 7-19
Practice 7b View and Create Systems................................................ 7-23
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Command Summary ............................................................................. 7-31
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Chapter 8: HVAC Networks.......................................................................... 8-1
8.1 Adding Mechanical Equipment and Air Terminals ...................... 8-2
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Mechanical Equipment...................................................................... 8-2
Air Terminals ..................................................................................... 8-4
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Practice 8a Add Mechanical Equipment and Air Terminals ............. 8-11

8.2 Adding Ducts and Pipes............................................................... 8-18
Mechanical Settings ........................................................................ 8-19
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Adding Ducts and Pipes.................................................................. 8-20

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Creating Parallel Pipes.................................................................... 8-24

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Practice 8b Add Ducts and Pipes ....................................................... 8-27

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8.3 Modifying Ducts and Pipes .......................................................... 8-32

Adding Fittings & Accessories......................................................... 8-33
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Duct and Pipe Sizing....................................................................... 8-35

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Converting Ducts and Pipes............................................................ 8-36

Adding Insulation and Lining ........................................................... 8-38
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Modifying the Justification ............................................................... 8-39

Practice 8c Modify Ducts and Pipes................................................... 8-41
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Command Summary ............................................................................. 8-53
Chapter 9: Plumbing Networks ................................................................... 9-1

9.1 Adding Plumbing Fixtures and Equipment .................................. 9-2
Mechanical Equipment...................................................................... 9-2
Plumbing Fixtures ............................................................................. 9-4
iv © 2019, ASCENT - Center for Technical Knowledge®

Contents
Practice 9a Add Plumbing Fixtures and Equipment ........................... 9-7

9.2 Adding Plumbing Pipes................................................................ 9-15
Adding Pipes ................................................................................... 9-17
Sloped Piping .................................................................................. 9-20
Creating Parallel Pipes.................................................................... 9-22
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Practice 9b Add Plumbing Pipes ........................................................ 9-24
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9.3 Modifying Plumbing Pipes ........................................................... 9-32
Pipe Fittings & Accessories............................................................. 9-32
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Changing the Slope......................................................................... 9-35
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Converting Pipes............................................................................. 9-35
Adding Insulation............................................................................. 9-36
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Modifying the Justification ............................................................... 9-37
Practice 9c Modify Plumbing Pipes.................................................... 9-39
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9.4 Adding Fire Protection Networks ................................................ 9-49
Practice 9d Add Fire Protection Networks......................................... 9-50
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Command Summary ............................................................................. 9-56
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Chapter 10: Advanced Systems for HVAC and Plumbing ...................... 10-1
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10.1 Creating and Modifying Systems ................................................ 10-2

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Modifying Systems .......................................................................... 10-5

Practice 10a Create and Modify HVAC Systems ............................... 10-7
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Practice 10b Create and Modify Plumbing Systems....................... 10-11

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10.2 Creating Automatic Layouts ...................................................... 10-15

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Practice 10c Create Automatic HVAC Layouts................................ 10-19

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Practice 10d Create Automatic Plumbing Layouts ......................... 10-26

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10.3 Testing Systems.......................................................................... 10-31

Showing Disconnects.................................................................... 10-32
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System Inspector .......................................................................... 10-35

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Duct and Pipe Color Fill Legends.................................................. 10-37

Analyzing Systems with Schedule ................................................ 10-39
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Practice 10e Test HVAC Systems ..................................................... 10-40

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Practice 10f Test Plumbing Systems................................................ 10-49

Chapter Review Questions................................................................. 10-55
Command Summary ........................................................................... 10-57
Chapter 11: Electrical Systems ................................................................. 11-1

11.1 About Electrical Systems ............................................................. 11-2
Electrical Settings............................................................................ 11-3
© 2019, ASCENT - Center for Technical Knowledge® v

11.2 Placing Electrical Components ................................................... 11-5

Electrical Equipment ....................................................................... 11-5
Electrical Devices............................................................................ 11-6
Lighting Fixtures.............................................................................. 11-6
Practice 11a Place Electrical Components ...................................... 11-12
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11.3 Creating Electrical Circuits ........................................................ 11-16
Editing Circuit Paths...................................................................... 11-18
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Adding Wires................................................................................. 11-20
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Practice 11b Create Electrical Circuits............................................. 11-23
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11.4 Setting up Panel Schedules ....................................................... 11-31
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Creating Panel Schedules............................................................. 11-32
Modifying Panel Schedules........................................................... 11-33
Practice 11c Set Up Panel Schedules .............................................. 11-34
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11.5 Adding Cable Trays and Conduit .............................................. 11-37
Creating Parallel Conduit Runs..................................................... 11-41
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Modifying Cable Tray and Conduit................................................ 11-42
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11.6 Testing Electrical Layouts.......................................................... 11-46
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Practice 11d Add Conduit.................................................................. 11-50
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Command Summary ........................................................................... 11-56

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Chapter 12: Creating Construction Documents ...................................... 12-1

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12.1 Setting Up Sheets ......................................................................... 12-2

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Sheet (Title Block) Properties ......................................................... 12-4

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12.2 Placing and Modifying Views on Sheets..................................... 12-5

Practice 12a Create Construction Documents ................................ 12-12
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12.3 Printing Sheets............................................................................ 12-18

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Printing Options............................................................................. 12-18

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Command Summary ........................................................................... 12-24
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Chapter 13: Annotating Construction Documents .................................. 13-1

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13.1 Working with Dimensions ............................................................ 13-2

Modifying Dimensions ..................................................................... 13-4
Setting Constraints.......................................................................... 13-7
Practice 13a Work with Dimensions................................................. 13-13
vi © 2019, ASCENT - Center for Technical Knowledge®

Contents
13.2 Working With Text....................................................................... 13-21

Editing Text ................................................................................... 13-24
Spell Checking .............................................................................. 13-27
Creating Text Types...................................................................... 13-28
13.3 Adding Detail Lines and Symbols ............................................. 13-30
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Using Symbols .............................................................................. 13-31
Practice 13b Annotate Construction Documents............................ 13-32
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13.4 Creating Legends........................................................................ 13-40
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Practice 13c Create Legends ............................................................ 13-43
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Command Summary ........................................................................... 13-53
Chapter 14: Adding Tags and Schedules................................................. 14-1
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14.1 Adding Tags .................................................................................. 14-2
Tagging in 3D Views ....................................................................... 14-8
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Practice 14a Add Tags - All Disciplines ............................................. 14-9
14.2 Working with Schedules............................................................. 14-15
Modifying Schedules ..................................................................... 14-16
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Modifying a Schedule on a Sheet ................................................. 14-19
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Practice 14b Work with Schedules - Mechanical/Plumbing ........... 14-20

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Practice 14c Work with Schedules - Electrical ................................ 14-26

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Command Summary ........................................................................... 14-32

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Chapter 15: Creating Details...................................................................... 15-1

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15.1 Setting Up Detail Views ................................................................ 15-2

Referencing a Drafting View ........................................................... 15-4
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Saving Drafting Views ..................................................................... 15-5

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15.2 Adding Detail Components .......................................................... 15-8

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Detail Components.......................................................................... 15-8

Repeating Details.......................................................................... 15-10
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15.3 Annotating Details ...................................................................... 15-12

Creating Filled Regions................................................................. 15-12
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Adding Detail Tags........................................................................ 15-14

Practice 15a Create a Fire Damper Detail ........................................ 15-16
Practice 15b Create a Meter Pedestal Detail.................................... 15-23
Practice 15c Create a Floor Drain Detail .......................................... 15-24
Command Summary ........................................................................... 15-27
© 2019, ASCENT - Center for Technical Knowledge® vii

Appendix A: Introduction to Worksets .......................................................A-1

A.1 Introduction to Worksets................................................................A-2
Saving Workset- Related Files.......................................................... A-4
Command Summary ...............................................................................A-7
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Appendix B: Additional Tools .....................................................................B-1
B.1 Building Type Settings ...................................................................B-2
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B.2 Defining Color Schemes.................................................................B-4
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B.3 Custom Duct and Piping Types .....................................................B-7
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B.4 Work with System Graphics...........................................................B-9
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System Graphic Overrides ............................................................... B-9
Using Graphic Override Filters........................................................ B-11
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B.5 Pressure Loss Reports.................................................................B-13
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B.6 Guide Grids and Sheets ...............................................................B-16
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B.7 Revision Tracking .........................................................................B-17
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B.8 Annotating Dependent Views ......................................................B-22
Annotating Views ............................................................................ B-23
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B.9 Importing and Exporting Schedules ...........................................B-25
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B.10 Creating Building Component Schedules ..................................B-27

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Fields Tab ....................................................................................... B-28

Filter Tab ......................................................................................... B-29
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Sorting/ Grouping Tab..................................................................... B-30

Formatting Tab................................................................................ B-31
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Appearance Tab.............................................................................. B-32

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Embedded Schedules ..................................................................... B-33

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Schedule Properties........................................................................ B-35

B.11 Keynoting and Keynote Legends ................................................B-36
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Keynote Legends ............................................................................ B-39

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Command Summary .............................................................................B-41

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Appendix C: Autodesk Revit Certified Professional Exam for

Mechanical Building Systems .....................................................................C-1
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Appendix D: Autodesk Revit Certified Professional Exam for

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Electrical Building Systems.........................................................................D-1
Index ...................................................................................................... Index-1
viii © 2019, ASCENT - Center for Technical Knowledge®

Preface
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To take full advantage of Building Information Modeling, the Autodesk® Revit®
2020: Fundamentals for MEP guide has been designed to teach the concepts
and principles of creating 3D parametric models of MEP system from
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engineering design through construction documentation.
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This guide is intended to introduce users to the software’s user interface and the
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basic HVAC, electrical, and piping/plumbing components that make the Autodesk
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Revit software a powerful and flexible engineering modeling tool. The guide will
also familiarize users with the tools required to create, document, and print the
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parametric model. The examples and practices are designed to take the users
through the basics of a full MEP project from linking in an architectural model to
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construction documents.
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Topics Covered
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• Working with the Autodesk Revit software’s basic viewing, drawing, and
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editing commands.
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• Inserting and connecting MEP components and using the System Browser.
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• Working with linked Revit files and CAD files.

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• Creating spaces and zones so that you can analyze heating and cooling loads.
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• Creating HVAC networks with air terminals, mechanical equipment, ducts, and
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pipes.
• Creating plumbing networks with plumbing fixtures and pipes.
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• Creating electrical circuits with electrical equipment, devices, and lighting

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fixtures and adding cable trays and conduits.

• Creating HVAC and plumbing systems with automatic duct and piping layouts.
• Testing duct, piping and electrical systems.
• Creating and annotating construction documents.
• Adding tags and creating schedules.
• Detailing in the Autodesk Revit software.
© 2019, ASCENT - Center for Technical Knowledge® ix

Prerequisites
• Access to the 2020 version of the software. The practices and files included
with this guide might not be compatible with prior versions.
• This guide introduces the fundamental skills you need to learn the Autodesk
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Revit MEP software. It is highly recommended that users have experience and
knowledge in MEP engineering and its terminology.
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Note on Software Setup
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This guide assumes a standard installation of the software using the default
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preferences during installation. Lectures and practices use the standard software
templates and default options for the Content Libraries.
Students and Educators can Access Free Autodesk Software and
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Resources
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Autodesk challenges you to get started with free educational licenses for
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professional software and creativity apps used by millions of architects,
engineers, designers, and hobbyists today. Bring Autodesk software into your
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classroom, studio, or workshop to learn, teach, and explore real-world design
challenges the way professionals do.
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Get started today - register at the Autodesk Education Community and download
one of the many Autodesk software applications available.
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Visit www.autodesk.com/education/home/
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Note: Free products are subject to the terms and conditions of the end-user
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license and services agreement that accompanies the software. The software is
for personal use for education purposes and is not intended for classroom or lab
use.
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x © 2019, ASCENT - Center for Technical Knowledge®

Preface
Lead Contributor: Martha Hollowell Orcutt
Martha incorporates her passion for building design and education into all her
projects, including the training guides she creates on Autodesk Revit for
Architecture, MEP, Structure, and landscape design. She has worked with
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Autodesk products since the 1990’s and has focused primarily on Autodesk Revit
for the last 18 years.
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After receiving a B.Sc. in Architecture from the University of Virginia, she worked
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in architectural offices and consulted with firms setting up and customizing
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AutoCAD for their companies.
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Martha has over 20 years' experience as a trainer and instructional designer. She
is skilled in leading individuals and small groups to understand and build on their
potential. Martha is trained in Instructional Design and has achieved the Autodesk
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Certified Instructor (ACI) and Autodesk Certified Professional designations for
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Revit Architecture.
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Martha Hollowell Orcutt has been the Lead Contributor for Autodesk Revit
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Fundamentals for MEP since its initial release in 2011.
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© 2019, ASCENT - Center for Technical Knowledge® xi

In th is Gu id e
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The following images highlight some of the features that can be found in this
guide.
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Practice Files
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The Practice Files page tells

you how to download and install
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the practice files that are

provided with this guide.
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Link to the practice files

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Chapters
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Each chapter begins with a brief

introduction and a list of the
chapter’s Learning Objectives.
Learning Objectives for
the chapter
© 2019, ASCENT - Center for Technical Knowledge® xiii

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Instructional Content
Each chapter is split into a
series of sections of
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instructional content on specific
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topics. These lectures include
the descriptions, step-by-step
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Side notes procedures, figures, hints, and
Side notes are hints or information you need to achieve
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additional information for the chapter's Learning
the current topic. Objectives.
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Practice Objectives
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Practices
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Practices enable you to use the

software to perform a hands-on
review of a topic.
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Some practices require you to

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use prepared practice files,

which can be downloaded from
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the link found on the Practice

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Files page.
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Chapter Review Questions

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Chapter review questions,

located at the end of each
chapter, enable you to review
the key concepts and learning
objectives of the chapter.
xiv © 2019, ASCENT - Center for Technical Knowledge®

In this Guide
Command Summary
The Command Summary is
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located at the end of each
chapter. It contains a list of the
software commands that are
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used throughout the chapter,
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and provides information on
where the command is found in
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the software.
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e EN Autodesk Certification Exam
Appendix
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This appendix includes a list of
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the topics and objectives for the

Autodesk Certification exams,
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and the chapter and section in

which the relevant content can
be found.
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© 2019, ASCENT - Center for Technical Knowledge® xv

Chapter
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Introduction to BIM and
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Autodesk Revit
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Building Information Modeling (BIM) and the Autodesk® Revit® software work
hand in hand to help you create smart, 3D models that are useful at all stages in
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the building process. Understanding the software interface and terminology
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enhances your ability to create powerful models and move around in the various
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views of the model.
Learning Objectives in this Chapter

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• Describe the concept and workflow of Building Information Modeling in relation to the
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Autodesk Revit software.

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• Navigate the graphic user interface, including the ribbon (where most of the tools are found),
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the Properties palette (where you make modifications to element information), and the
Project Browser (where you can open various views of the model).
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• Open existing projects and start new projects using templates.

• Use viewing commands to move around the model in 2D and 3D views.
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© 2019, ASCENT - Center for Technical Knowledge® 1–1

1.1 BIM and Autodesk Revit

Building Information Modeling (BIM) is an approach to the entire
building life cycle, including design, construction, and facilities
management. The BIM process supports the ability to
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coordinate, update, and share design data with team members
across disciplines.
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The Autodesk Revit software is a true BIM product. It enables
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you to create complete 3D building models (as shown on the left
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in Figure 1–1) that provide considerable information reported
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through construction documents, and enables you to share these
models with other programs for more extensive analysis.
The Autodesk® Revit®
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software includes tools
for architectural,
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mechanical, electrical,
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plumbing, and structural
design.
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Figure 1–1
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The Autodesk Revit software is considered a Parametric Building

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Modeler:
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• Parametric: A relationship is established between building

elements: when one element changes, other related
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elements change as well. For example, if you add an element

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in a plan view, it also displays in all of the other views.

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• Building: The software is designed for working with buildings

and the surrounding landscape, as opposed to gears or
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highways.
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• Modeler: A project is built in a single file based on the 3D

building model, as shown on the left in Figure 1–1. All views,
such as plans (as shown on the right in Figure 1–1),
elevations, sections, details, construction documents, and
reports are generated based on the model.
• It is important that everyone who is collaborating on a project

works in the same version and build of the software.
1–2 © 2019, ASCENT - Center for Technical Knowledge®

Introduction to BIM and Autodesk Revit
Workflow BIM has changed the process of how a building is planned,

budgeted, designed, constructed, and (in some cases) operated
and BIM and maintained.
In the traditional design process, construction documents are

created independently, typically including plans, sections,
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elevations, details, and notes. Sometimes, a separate 3D model
is created in addition to these documents. Changes made in one
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document, such as the addition of a light fixture in a plan, have to
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be coordinated with the rest of the documents and schedules in
the set, as shown in Figure 1–2.
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Figure 1–2
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In BIM, the design process revolves around the model, as shown

in Figure 1–3. Plans, elevations, and sections are simply 2D
versions of the 3D model, while and schedules are a report of the
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information stored in the model. Changes made in one view

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automatically update in all views and related schedules. Even

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Construction Documents update automatically with callout tags

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in sync with the sheet numbers. This is called bidirectional

associativity.By creating complete models and associated views
of those models, the Autodesk Revit software takes much of the
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tediousness out of producing a building design.

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Figure 1–3

Revit Terms When working in the Autodesk Revit software, it is important to

know the typical terms used to describe items. Views and reports
display information about the elements that form a project. There
are three types of elements: Model, Datum, and View-specific,
as shown in Figure 1–4 and described below:
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Elevation
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View-specific
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Element
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View-specific
Datum Element
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Element
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Model Element:
Model Element:
Stand-alone
Host
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Hosted
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Figure 1–4
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Views Enable you to display and manipulate the model. For

example, you can view and work in floor plans, ceiling
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plans, elevations, sections, schedules, and 3D views.

You can change a design from any view. All views are
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stored in the project.

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Reports Reports, including schedules, gather information from the

building model element that can be presented in the
construction documents or used for analysis.
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Model Include all parts of a building such as walls, floors, roofs,

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Elements ceilings, doors, windows, plumbing fixtures, lighting

fixtures, mechanical equipment, columns, beams,
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furniture, plants and many more.

• Host elements support other categories of elements.
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• Hosted elements must be attached to a host element.

• Standalone elements do not require hosts.
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Datum Define the project context such as the levels for the floors
Elements and other vertical distances, column grids, and reference
planes.
View-specific Only display in the view in which they are placed. The
Elements view scale controls their size. These include annotation
elements such as dimensions, text, tags, and symbols as
well as detail elements such as detail lines, filled regions,
and 2D detail components.

• Autodesk Revit elements are “smart”: the software

recognizes them as walls, columns, plants, ducts, or lighting
fixtures. This means that the information stored in their
properties automatically updates in schedules, which ensures
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that views and reports are coordinated across an entire
project, and are generated from a single model.
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Revit and In the traditional workflow, the most time-consuming part of the
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project is the construction documents. With BIM, the base views
Construction
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of those documents (i.e., plans, elevations, sections, and
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Documents schedules) are produced automatically and update as the model
is updated, saving hours of work. The views are then placed on
sheets that form the construction document set.
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For example, a floor plan is duplicated. Then, in the new view, all
but the required categories of elements are hidden or set to
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halftone and annotations are added. The plan is then placed on
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Figure 1–5
• Work can continue on a view and is automatically updated on
the sheet.
• Annotating views in the preliminary design phase is often not

required. You might be able to wait until you are further along
in the project.

1.2 Overview of the Interface

The Autodesk Revit interface is designed for intuitive and
efficient access to commands and views. It includes the ribbon,
Quick Access Toolbar, Navigation Bar, and Status Bar, which are
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common to most of the Autodesk® software. It also includes tools
that are specific to the Autodesk Revit software, including the
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Properties Palette, Project Browser, and View Control Bar. The
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interface is shown in Figure 1–6.
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1 8 5 4 9
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2 10
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Figure 1–6
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1. Quick Access Toolbar 6. Properties Palette
2. Status Bar 7. Project Browser
3. File tab 8. View Tabs
4. Ribbon 9. Navigation Bar
5. Options Bar 10. View Control Bar

The Home Screen
When you first open the Autodesk Revit software, the Home
screen displays, showing recently used projects and families, as
well as links to BIM 360 files, as shown in Figure 1–7.
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Figure 1–7
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• Click on the picture to open a recent project. Hover over the

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name of the file, to display additional information.

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• In the Quick Access Toolbar, click (Home) to return to the

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screen.
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• In the Home screen, click (Back) to return to the active

model.
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• Press <Ctrl>+D to toggle between the Home screen and

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active model.

1. Quick Access Toolbar
The Quick Access Toolbar (shown in Figure 1–8) includes

commonly used commands, such as Home, Open, Save, Undo,
Redo, and Print. It also includes frequently used annotation
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tools, including Measuring tools, Aligned Dimension, Tag by
Category, and Text. Viewing tools, including several different 3D
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Views and Sections, are also easily accessed here.
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Figure 1–8
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Hint: Customizing the Quick Access Toolbar
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Right-click on the Quick Access Toolbar to change the
docked location of the toolbar to be above or below the
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ribbon, or to add, relocate, or remove tools on the toolbar. You
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Quick Access Toolbar, as shown in Figure 1–9.
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Figure 1–9
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The top toolbar also hosts the InfoCenter (as shown in

Figure 1–10) which includes the Autodesk A360 sign-in, access
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to the Autodesk App Store, and Help options. A search field, as

shown in Figure 1–11, is also available to find help on the web
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Figure 1–10
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Click here to expand or collapse the search field.
Figure 1–11

2. Status Bar
The Status Bar provides information about the current process,

such as the next step for a command, as shown in Figure 1–12.
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Figure 1–12
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Other options in the Status Bar are related to Worksets and
Design Options (advanced tools) as well as selection methods
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and filters.
Hint: Shortcut Menus
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Shortcut menus help you to work smoothly and efficiently by
enabling you to quickly access required commands. These
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menus provide access to basic viewing commands, recently
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Figure 1–13. Additional options vary depending on the element
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or command that you are using.
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Figure 1–13

3.File Tab
The File tab of the ribbon provides access to file commands,

settings, and documents, as shown in Figure 1–14. Hover the
cursor over a command to display a list of additional tools.
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If you click the primary
icon, rather than the
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arrow, it starts the
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default command.
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Figure 1–14
• To display a list of recently used documents, click
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(Recent Documents). The documents can be reordered

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as shown in Figure 1–15.

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Click (Pin) next to a

document name to keep
it available.
Figure 1–15

• To display a list of open documents and views, click

(Open Documents). The list displays the documents and
views that are open, as shown in Figure 1–16.
You can use the Open
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Documents list to
change between views.
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Figure 1–16
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• Click (Close) to close the current project.
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At the bottom of the menu, click Options to open the Options
e EN dialog box or click Exit Revit to exit the software.4. Ribbon
The ribbon contains tools in a series of tabs and panels as

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shown in Figure 1–17. Selecting a tab displays a group of related
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panels. The panels contain a variety of tools, grouped by task.

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Figure 1–17
When you start a command that creates new elements or you
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select an element, the ribbon displays the Modify | contextual

tab. This contains general editing commands and command
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specific tools, as shown in Figure 1–18.

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Contextual tab
Figure 1–18

• When you hover over a tool on the ribbon, tooltips display the
tool’s name and a short description. If you continue hovering
over the tool, a graphic displays (and sometimes a video), as
shown in Figure 1–19.
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Figure 1–19
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• Many commands have shortcut keys. For example, type AL

for Align or MV for Move. They are listed next to the name of
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the command in the tooltips. Do not press <Enter> when

typing shortcuts.
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• To arrange the order in which the ribbon tabs are displayed,

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select the tab, hold <Ctrl>, and drag it to a new location. The
location is remembered when you restart the software.
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• Any panel can be dragged by its title into the view window to
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become a floating panel. Click the Return Panels to Ribbon

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button (as shown in Figure 1–20) to reposition the panel in

the ribbon.
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Figure 1–20

Hint: You are always in a command when using the

Autodesk Revit software.
When you are finished working with a tool, you typically default
back to the Modify command. To end a command, use one of
the following methods:
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• In any tab on the ribbon, click (Modify).
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• Press <Esc> once or twice to revert to Modify.
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• Right-click and select Cancel... once or twice.
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• Start another command.
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5. Options Bar
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The Options Bar displays options that are related to the selected
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command or element. For example, when the Rotate command
is active it displays options for rotating the selected elements, as
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shown at the top in Figure 1–21. When the Place Dimensions
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shown at the bottom in .
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Options Bar for Rotate Command

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Options Bar for Dimension Command

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Figure 1–21
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6. Properties Palette
The Properties palette contains several parts, as shown in

Figure 1–22. The Type Selector can be found at the top, which
enables you to choose the size or style of the element you are
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adding or modifying. The options available on the palette enable
you to make changes to information (parameters). There are two
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types of properties:
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• Instance Properties are set for the individual element(s) you
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are creating or modifying.
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• Type Properties control options for all elements of the same
type. If you modify these parameter values, all elements of
the selected type change.
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The Properties palette is
usually kept open while Type Selector
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working on a project to
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easily permit changes at
any time. If it does not
Filter drop-down
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display, in the Modify
tab>Properties panel,
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click (Properties) or Instance

type PP. Properties
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Access to Type
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Properties
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Some parameters are

only available when you
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are editing an element.

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They are grayed out

when unavailable.
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Figure 1–22
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• Options for the current view display if the Modify command is

active, but you have not selected an element.
• If a command or element is selected, the options for the

associated element display.
• You can save the changes by either moving the cursor off of
the palette, or by pressing <Enter>, or by clicking Apply.

• When you start a command or select an element, you can set

the element type in the Type Selector, as shown in
Figure 1–23.
You can limit what
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shows in the drop-down Search Box
list by typing in the
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search box.
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Figure 1–23
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e EN • When multiple elements are selected, you can filter the type
of elements that display using the drop-down list, as shown in
Figure 1–24.
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The Properties palette can be placed on a second monitor, or

floated, resized, and docked on top of the Project Browser or
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other dockable palettes, as shown in Figure 1–25. Click the tab

to display its associated panel.
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7. Project Browser
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Figure 1–24 Figure 1–25

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The Project Browser lists all views of the model in which you can
work (as shown in Figure 1–26) and any additional views that
you create, such as floor plans, ceiling plans, 3D views,
elevations, sections, etc. It also includes schedules, legends,
sheets (for plotting), lists of families by category, groups, and
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Autodesk Revit Links.
The Project Browser
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displays the name of the
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active project.
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MEP projects are
subdivided by discipline.
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Figure 1–26
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• To open a view, double-click on the view name or right-click

and select Open.
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• To rename a view, slowly double-click on the view name and

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the text highlights as shown in Figure 1–27. You can also

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right-click on a view name and select Rename... or press

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<F2>.
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To display the views associated with a view type, click

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(Expand) next to the section name. To hide the views in the

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section, click (Collapse). You can also expand and collapse

sets using the shortcut menu, as shown in Figure 1–28.
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• If you no longer require a view, you can remove it. Right-click

on its name in the Project Browser and select Delete.
• The Project Browser can be floated, resized, docked on top

of the Properties palette, and customized.
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How To: Search the Project Browser
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1. In the Project Browser, right-click on a view type (not a view
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name) and select Search....
2. In the Search in Project Browser dialog box, type the words
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that you want to find (as shown in Figure 1–29), and
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click Next.
3. In the Project Browser, the first instance of that search
displays, as shown in Figure 1–30.
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4. Continue using Next and Previous to move through the list.

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5. Click Close when you are done.

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Hint: Setting the Discipline of a View

In the default MEP templates, the Project Browser is set to
display views sorted by discipline (preset) and sub-discipline
(customizable). These are specified in the Properties of the
view, as shown in Figure 1–31.
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Figure 1–31
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8. View Tabs
Each view of a project opens in its own tab. Each view displays a
Navigation Bar (for quick access to viewing tools) and the View
Control Bar, as shown in Figure 1–32. You can drag tabs to other
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monitors.
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In 3D views you can Navigation Bar
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also use the ViewCube
to rotate the view.
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View Control Bar
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Figure 1–32
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• Click on the tab to switch between views. You can also:

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• Press <Ctrl>+<Tab>.
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• Select the view in the Project Browser.

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• In the Quick Access Toolbar or View tab>Windows panel,

expand (Switch Windows) and select the view from
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the list.
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• Expand the drop-down list at the far end of the tabs, as

shown in Figure 1–33.
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Figure 1–33
• To close a tab, press the X that displays when you hover over
the tab or the name in the list, as shown in Figure 1–33.

• To close all open views except the current view, in the Quick
Access Toolbar or View tab>Windows panel, click (Close

Inactive Views). If you have multiple projects open, one view
of each project remains open.
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• You can switch between tabbed and tiled views, as shown in
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Figure 1–34. In the View tab>Windows panel, click (Tab
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Views) or (Tile Views).
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Figure 1–34
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• Drag the edge of tiled views to resize them. The other views
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resize to match.

9. Navigation Bar
The Navigation Bar enables you to access various viewing

commands, as shown in Figure 1–35.
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Figure 1–35
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10. View Control Bar

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The View Control Bar (shown in Figure 1–36), displays at the

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bottom of each view window. It controls aspects of that view,

such as the scale and detail level. It also includes tools that
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display parts of the view and hide or isolate elements in the view.
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Figure 1–36
• The number of options in the View Control Bar change when
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you are in a 3D view.

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1.3 Starting Projects

File operations to open existing files, create new files from a
template, and save files in the Autodesk Revit software are found
in the File tab, as shown in Figure 1–37.
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Figure 1–37
There are three main file formats:
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• Project files (.rvt): These are where you do the majority of

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your work in the building model by adding elements, creating

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views, annotating views, and setting up printable sheets.

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They are initially based on template files.
• Family files (.rfa): These are separate components that can

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be inserted in a project. They include elements that can stand

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alone (e.g., a table or piece of mechanical equipment) or are

items that are hosted in other elements (e.g., a door in a wall
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or a lighting fixture in a ceiling). Title block and Annotation

Symbol files are special types of family files.
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• Template files (.rte and .rft): These are the base files for
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any new project or family. Project templates hold standard

information and settings for creating new project files. The
software includes several templates for various types of
projects. You can also create custom templates. Family
templates include base information for creating families.
Template files are usually saved as a new file.

Opening To open an existing project, in the Quick Access Toolbar or File
Projects tab click (Open), or press <Ctrl>+<O>. The Open dialog box
opens (as shown in Figure 1–38), in which you can navigate to
the required folder and select a project file.
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Figure 1–38
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• The software release version of the currently selected project

displays below the preview. Do not open a drawing that
should remain in an earlier version, as you cannot save back
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to previous versions.
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Note: It is important that everyone working on a project uses

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the same software version. While your software may be able

to open files created in its earlier versions, it will not be able
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to open files created in versions newer than the one you are
using currently.
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• When you open a file created in an earlier version, the Model

Upgrade dialog box (shown in Figure 1–39) indicates the
release of a file and the release to which it will be upgraded. If
required, you can cancel the upgrade before it completes.
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Hint: Opening Workset-Related Files

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Worksets are used when the project becomes large enough for
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multiple people to work on it at the same time. At this point, the

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project manager creates a central file with multiple worksets

(such as element interiors, building shell, and site) that are
used by the project team members.
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When you open a workset related file it creates a new local file
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on your computer as shown in Figure 1–40. Do not work in the

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main central file.

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Figure 1–40
• For more information about opening and saving
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workset-related files, see Appendix A.1 Introduction to

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Worksets.
• When you click on a central model showing in the Home

screen, a local copy of the file is created.
• For more information on establishing and using Worksets,

refer to the Autodesk Revit: Collaboration Tools learning
guide.

Starting New projects are based on a template file. The template file
includes preset levels, views, and some families, such as wall
New Projects styles and text styles. Check with your BIM Manager about which
template you need to use for your projects. Your company might
have more than one based on the types of building that you are
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designing.
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How To: Start a New Project
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1. In the File tab, expand (New) and click (Project) (as
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shown in Figure 1–41), or press <Ctrl>+<N>.
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Figure 1–41
2. In the New Project dialog box (shown in Figure 1–42), select
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the template that you want to use and click OK.

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The list of Template files

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is set in the Options

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dialog box in the File

Locations pane. It might
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vary depending on the

installed product and
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company standards.
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Figure 1–42
• You can select from a list of templates if they have been set
up by your BIM Manager.

• You can add (New) to the Quick Access Toolbar. At the
end of the Quick Access Toolbar, click (Customize Quick

Access Toolbar) and select New, as shown in Figure 1–43.
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Figure 1–43
fo rev
Saving Projects It is important to save your projects frequently. In the Quick
tly r
Access Toolbar or File tab click (Save), or press <Ctrl>+<S>
ric fo
to save your project. If the project has not yet been saved, the
Save As dialog box opens, where you can specify a file location
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and name.
e EN • To save an existing project with a new name, in the File tab,
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expand (Save As) and click (Project).
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• If you have not saved in a set amount of time, the software

opens the Project Not Saved Recently alert box, as shown in
Figure 1–44. Select Save the project. If you want to set
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reminder intervals or not save at this time, select the other

options.
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Figure 1–44
• You can set the Save Reminder interval to 15 or 30 minutes,
1, 2, or 4 hours, or to have No reminders display. In the File
tab, click Options to open the Options dialog box. In the left
pane, select General and set the interval as shown in
Figure 1–45.

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Figure 1–45
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Saving Backup Copies
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By default, the software saves a backup copy of a project file
when you save the project. Backup copies are numbered
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ric fo
incrementally (e.g., My Project.0001.rvt, My Project.0002.rvt,
etc.) and are saved in the same folder as the original file. In the
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Save As dialog box, click Options... to control how many backup
e EN copies are saved. The default number is three backups. If you
exceed this number, the software deletes the oldest backup file.
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Hint: Saving Workset-Related Projects
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If you use worksets in your project, you need to save the project
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locally and to the central file. It is recommended to save the

local file frequently, just like any other file, and save to the
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central file every hour or so by synchronizing with the central

file.
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ng e
To synchronize your changes with the main file, in the Quick

yi vid
Access Toolbar expand (Synchronize and Modify Settings)

op ro
and click (Synchronize Now). After you save to the central

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file, save the file locally again.

Al ple
At the end of the day, or when you are finished with the current
session, in the Quick Access Toolbar, expand (Synchronize
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and Modify Settings) and click (Synchronize and Modify

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Settings) to relinquish the files you have been working on to the

central file.
• The maximum number of backups for workset-enabled files

is set to 20 by default.

1.4 Viewing Commands

Viewing commands are crucial to working efficiently in most
drawing and modeling programs and the Autodesk Revit
software is no exception. Once in a view, you can use the Zoom
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controls to navigate in it. You can zoom in and out and pan in
any view. There are also special tools for viewing in 3D.
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Zooming and Using The Mouse to Zoom and Pan
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Panning Use the mouse wheel (shown in Figure 1–46) as the main
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method of moving around the models.
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Mouse
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Wheel
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Figure 1–46
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• Scroll the wheel on the mouse up to zoom in and down to

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zoom out.
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• Hold the wheel and move the mouse to pan.

• Double-click on the wheel to zoom to the extents of the
op ro
view.
• In a 3D view, hold <Shift> and the mouse wheel and move
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the mouse to rotate around the model.

Al ple
• When you save a model and exit the software, the pan and
zoom location of each view is remembered. This is especially
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important for complex models.

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Zoom Controls
A number of additional zoom methods enable you to control the

screen display. Zoom and Pan can be performed at any time
while using other commands.
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• You can access the Zoom commands in the Navigation Bar
in the upper right corner of the view (as shown in
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Figure 1–47). You can also access them from most shortcut
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menus and by typing the shortcut commands.
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(2D Wheel)
provides cursor-specific
access to Zoom and
tly r
Pan.
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Figure 1–47
Zoom Commands
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Zoom In Region Zooms into a region that you define. Drag the
ng e
(ZR) cursor or select two points to define the

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rectangular area you want to zoom into. This is

the default command.
op ro
Zoom Out(2x) Zooms out to half the current magnification

(ZO) around the center of the elements.
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Zoom To Fit Zooms out so that the entire contents of the

Al ple
(ZF or ZE) project only display on the screen in the current

view.
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Zoom All To Fit Zooms out so that the entire contents of the
(ZA) project display on the screen in all open views.
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Zoom Sheet Zooms in or out in relation to the sheet size.

Size (ZS)
N/A Previous Steps back one Zoom command.

Pan/Zoom (ZP)
N/A Next Pan/Zoom Steps forward one Zoom command if you have
done a Previous Pan/Zoom.

Viewing in 3D Even if you started a project entirely in plan views, you can
quickly create 3D views of the model, as shown in Figure 1–48.
There are two types of 3D views: isometric views created by the
Default 3D View command and perspective views created by
the Camera command.
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Figure 1–48
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Working in 3D views helps you visualize the project and position

d
some of the elements correctly. You can create and modify

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elements in both isometric and perspective 3D views, just as you

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can in plan views.
• Once you have created a 3D view, you can save it and easily
op ro
return to it.
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Al ple
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Sa

How To: Create and Save a 3D Isometric View

1. In the Quick Access Toolbar or View tab>Create panel, click
(Default 3D View). The default 3D Southeast isometric
view opens, as shown in Figure 1–49.
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You can spin the view to
a different angle using
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the mouse wheel or the
middle button of a
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three-button mouse.
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Hold <Shift> as you
press the wheel or
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middle button and drag
the cursor.
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Figure 1–49
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2. Modify the view to display the building from other directions.

3. In the Project Browser, double-click slowly or right-click on
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the {3D} view and select Rename....

4. The name is placed in a text box with the original name
d
highlighted, as shown in Figure 1–50. Type a new name in

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the Rename View dialog box, as shown in Figure 1–51.

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Al ple

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All types of views can • When changes to the default 3D view are saved and you start
be renamed. another default 3D view, it displays the Southeast isometric
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view once again. If you modified the default 3D view but did
not save it to a new name, the Default 3D View command
opens the view in the last orientation you specified.

How To: Create a Perspective View

1. Switch to a Floor Plan view.
2. In the Quick Access Toolbar or View tab>Create panel,
expand (Default 3D View) and click (Camera).
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3. Place the camera on the view.
4. Click a second point to place the target in the direction in
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which you want it to shoot, as shown in Figure 1-52. The view
displays as shown in Figure 1–53.
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Target
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Camera
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• Use the round controls to modify the display size of the

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view and press <Shift> + the mouse wheel to change the

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view.
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5. In the Properties palette scroll down and adjust the Eye

Elevation and Target Elevation as required.
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• If the view becomes distorted, reset the target so that it is

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centered in the boundary of the view (called the crop region).

Al ple
In the Modify | Cameras tab>Camera panel, click (Reset

Target).
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Sa

Hint: Using the ViewCube

The ViewCube provides visual clues as to where you are in a
3D view. It helps you move around the model with quick access
to specific views (such as top, front, and right), as well as
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corner and directional views, as shown in Figure 1–54.
ViewCube
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Figure 1–54
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Move the cursor over any face of the ViewCube to highlight it.
Once a face is highlighted, you can select it to reorient the
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model. You can also click and drag on the ViewCube to rotate
the box, which rotates the model.
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ng e
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• (Home) displays when you roll the cursor over the

ViewCube. Click it to return to the view defined as Home.
op ro
To change the Home view, set the view as you want it,
right-click on the ViewCube, and select Set Current View
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as Home.
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• The ViewCube is available in isometric and perspective

views.
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• You can switch between Perspective and Isometric mode

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by right-clicking on the View Cube and selecting

Perspective or Orthographic.

Visual Styles Any view can have a visual style applied. The Visual Style
options found in the View Control Bar (as shown in Figure 1–55),
specify the shading of the building model. These options apply to
plan, elevation, section, and 3D views.
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Figure 1–55
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e EN • (Wireframe) displays the lines and edges that make up
elements, but hides the surfaces. This can be useful when
you are dealing with complex intersections.
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• (Hidden Line) displays the lines, edges, and surfaces of

the elements, but it does not display any colors. This is the
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most common visual style to use while working on a design.

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• (Shaded) and (Consistent Colors) give you a sense of

d
the materials, including transparent glass. An example that

ng e
uses Consistent Colors is shown in Figure 1–56.

yi vid
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Al ple
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Figure 1–56

• (Realistic) displays what is shown when you render the

view, including RPC (Rich Photorealistic Content)
components and artificial lights. It takes a lot of computer
power to execute this visual style. Therefore, it is better to
use the other visual styles most of the time as you are
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working.
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• (Ray Trace) is useful if you have created a 3D view that
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you want to render. It gradually moves from draft resolution to
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photorealistic. You can stop the process at any time.
fo rev
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Practice 1a Open and Review a Project

Practice Objectives
• Navigate the graphic user interface.
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• Manipulate 2D and 3D views by zooming and panning.
• Create 3D Isometric and Perspective views.
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• Set the Visual Style of a view.
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In this practice, you will open a project file, as shown in
rb ie
Figure 1–57 and display each of the various parts of the
fo rev
Autodesk Revit interface. You will open views through the Project
Browser, and switch between different views. You will also select
elements and display the information about them in the
tly r
Properties palette. Finally you will create and save 3D views.
ric fo
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e EN
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Figure 1–57

Task 1 - Open an Autodesk Revit MEP project and review it.
1. In the File tab, expand (Open) and click (Project).
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2. In the Open dialog box, navigate to the Introduction practice
files folder and select MEP-Elementary-School- Review.rvt.
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3. Click Open.The project opens in the 3D Plumbing view, as
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shown in Figure 1–57 (above).
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4. Close any other open projects and views.
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5. In the Project Browser, expand Mechanical>HVAC>Floor
Plans and select 01 Mechanical Plan, as shown in
Figure 1–58.
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Figure 1–58
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6. Double-click on 01 Mechanical Plan. The applicable view

opens as shown in Figure 1–59.
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Figure 1–59
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7. Use the scroll wheel to zoom and pan around the view.
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8. Double-click on the scroll wheel or type ZF (Zoom to Fit) to

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return to the full view.

Al ple
9. Expand Plumbing>Plumbing>Floor Plans and double-click on

the 01 Plumbing Plan view to open it.
m
10. Expand Coordination>MEP>Floor Plans and double-click on

Sa
01 Space Planning to open this view.
11. All of the previous views are still open and can be see in the
tabs, as shown in Figure 1–60.
Figure 1–60

12. In the View tab>Windows panel, click (Tile Views) or type

WT to display all of the open views on the screen at the same
time.
13. Type ZA (Zoom All to Fit) to have the model display
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completely within each view window, as shown in
Figure 1–61.
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Figure 1–61
Al ple
14. Click in the open 01 Mechanical Plan view to make it active.

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15. In the View tab>Windows panel, click (Tab View) or type

TW.
16. In the Quick Access Toolbar, click (Close Inactive

Windows). Only the current active view is open.

Task 2 - Display the Element Properties.
1. In the 01 Mechanical Plan view, hover over a duct without

selecting it first. The duct highlights and a tooltip displays as
shown in Figure 1–62. Information about the element also
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displays in the Status Bar but not in Properties.
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Figure 1–62
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2. Click on the duct to select it. The selection color and tabs on
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the ribbon at the top of the screen change. Properties now

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displays information about this piece of ductwork, as shown

in Figure 1–63.
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Figure 1–63

3. Hold <Ctrl> and in the view, select another, similar Duct

element, as shown in Figure 1–64. Properties now displays
that two ducts (Ducts(2)) are selected with the same
information.
Selected Ducts
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ric fo
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e EN Figure 1–64
4. Hold <Ctrl> and select an air terminal. Properties now

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displays Common (3) in the Filter drop-down list, because the
three selected elements are not of the same type. Therefore
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they do not share the same type of properties.

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5. In Properties, expand the Filter drop-down list and select Air

Terminals, as shown in Figure 1–65.
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d
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Figure 1–65
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6. Only the Air Terminal properties are displayed, but the

selection set has not changed. In the view they are all still
selected.
7. End the command using one of the following methods:

• In Modify | Multi-Select tab>Select panel, click
(Modify).
• Press <Esc> twice.

• Click in the view window (without selecting an element).

• Right-click in the view window and select Cancel.
Task 3 - Create 3D Views.
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1. In the Quick Access Toolbar, click (Default 3D View).
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2. A 3D Isometric view displays, as shown in Figure 1–66.
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Figure 1–66
3. Press and hold <Shift> and press the middle mouse (scroll)
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button to orbit the view.

d
4. In the View Control Bar, select several different Visual Styles

ng e
to see how they impact the view, as shown in Figure 1–67.

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Al ple
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Figure 1–67
5. Select a view and visual style that you like. In the Project
Browser, expand Coordination>All>3D Views, double-click
on {3D} and name the view 3D Exterior and click OK.

Task 4 - Create a camera view.
1. Switch back to the 01 Mechanical Plan view.
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2. In the Quick Access Toolbar, expand (Default 3D View)
and click (Camera).
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3. Place the camera and select a point for the target similar to
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that shown in Figure 1–68.
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Camera
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Target
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Figure 1–68
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4. The new view displays. Use the controls on the outline of the
yi vid
view to resize the view.
5. Click inside the 3D view and use <Shift>+ mouse wheel to

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rotate around until you get a good view of the ductwork.

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6. Set the Visual Style, as required.

Al ple
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Sa

7. In the Project Browser, expand Mechanical>???>3D Views

and select the new 3D View 1 as shown in Figure 1–69.
The new view displays

in the ??? category
because it has not been
n. nly
assigned a
Sub-Discipline.
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Figure 1–69
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8. In Properties, in the Graphics area, expand Sub-Discipline
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and select HVAC, as shown in Figure 1–70.
e EN 9. Click Apply. The view moves to the correct sub-discipline
group as shown in Figure 1–71. Rename the view as
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required.
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Fg
iure1–70 Figure 1–71
10. Save the project.
11. In the File tab, click (Close).

Chapter Review Questions

1. When you create a project in the Autodesk Revit software, do
you work in 3D (as shown on the left in Figure 1–72) or 2D
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(as shown on the right in Figure 1–72)?
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Figure 1–72
a. You work in 2D in plan views and in 3D in non-plan views.
an b
b. You work in 3D almost all of the time, even when you are
using what looks like a flat view.
d
ng e
c. You work in 2D or 3D depending on how you toggle the

yi vid
2D/3D control.
d. You work in 2D in plan and section views and in 3D in
op ro
isometric views.
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2. What is the purpose of the Project Browser?

Al ple
a. It enables you to browse through the building project,

similar to a walk through.
m
b. It is the interface for managing all of the files that are

required to create the complete architectural model of the
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building.
c. It manages multiple Autodesk Revit projects as an
alternative to using Windows Explorer.
d. It is used to access and manage the views of the project.

3. Which part(s) of the interface changes when you start a

command such as Wall, Beam, or Duct? (Select all that
apply.)
a. Ribbon
b. View Control Bar
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c. Options Bar
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d. Properties Palette
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4. The difference between Type Properties and Properties (the
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ribbon location is shown in Figure 1–73) is...
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Type Properties
tly r
Properties
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Figure 1–73
e EN a. Properties stores parameters that apply to the selected
individual element(s). Type Properties stores parameters
that impact every element of the same type in the project.
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b. Properties stores the location parameters of an element.

Type Properties stores the size and identity parameters of
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an element.
c. Properties only stores parameters of the view. Type
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Properties stores parameters of model components.

d
5. When you start a new project, how do you specify the base
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information in the new file?

yi vid
a. Transfer the base information from an existing project.

op ro
b. Select the right template for the task.

lc p
c. The Autodesk Revit software automatically extracts the

base information from imported or linked file(s).
Al ple
m
Sa

6. What is the main difference between a view made using
(Default 3D View) and a view made using (Camera)?

a. Use Default 3D View for exterior views and Camera for
interiors.
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b. Default 3D View creates a static image and a Camera
view is live and always updated.
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c. Default 3D View is isometric and a Camera view is
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perspective.
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d. Default 3D View is used for the overall building and a
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Camera view is used for looking in tight spaces.
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Command Summary
Button Command Location
General Tools
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Home • Quick Access Toolbar
• Shortcut: <Ctrl>+<D>
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Modify • Ribbon: All tabs>Select panel
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• Shortcut: MD
New •
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• File tab
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• Shortcut: <Ctrl>+<N>
Open • Quick Access Toolbar
• File tab
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• Shortcut: <Ctrl>+<O>
Open • File tab
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Documents
e EN Properties • Ribbon: Modify tab>Properties panel
• Shortcut: PP
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Recent • File tab
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Documents
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Save • Quick Access Toolbar

• File tab
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• Shortcut: <Ctrl>+<S>
Synchronize • Quick Access Toolbar
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and Modify
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Settings
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Synchronize • Quick Access Toolbar>expand

Now/ Synchronize and Modify Settings
op ro
Type Properties • Ribbon: Modify tab>Properties panel

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• Properties palette
Al ple
Viewing Tools
Camera • Quick Access Toolbar> Expand
Default 3D View
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• Ribbon: View tab>Create panel>

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expand Default 3D View

Close Inactive • Quick Access Toolbar
Views • Ribbon: View tab> Windows panel
Default 3D View • Quick Access Toolbar

• Ribbon: View tab>Create panel
Home • ViewCube

N/A Next Pan/Zoom • Navigation Bar

• Shortcut Menu
N/A Previous • Navigation Bar
Pan/Zoom • Shortcut Menu
• Shortcut: ZP
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Shadows • View Control Bar
On/Off
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Show • View Control Bar
Rendering
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• Ribbon: View tab>Graphics panel
Dialog/ Render
• Shortcut: RR
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Switch • Quick Access Toolbar
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Windows • Ribbon: View tab> Windows panel
Tab Views • Ribbon: View tab> Windows panel
tly r
• Shortcut: TW
ric fo
Tile Views • Ribbon: View tab> Windows panel
st T
• Shortcut: WT
e EN Zoom All to Fit • Navigation Bar
• Shortcut: ZA
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Zoom in Region • Navigation Bar
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• Shortcut Menu
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• Shortcut: ZR
Zoom Out (2x) • Navigation Bar
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• Shortcut Menu
• Shortcut: ZO
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Zoom Sheet • Navigation Bar

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Size • Shortcut: ZS
yi vid
Zoom to Fit • Navigation Bar

• Shortcut Menu
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• Shortcut: ZF, ZE
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Visual Styles
Al ple
Consistent • View Control Bar:

Colors
Hidden Line • View Control Bar
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• Shortcut: HL
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Ray Trace • View Control Bar:
Realistic • View Control Bar
Shaded • View Control Bar

• Shortcut: SD
Wireframe • View Control Bar
• Shortcut: WF

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n.

Fundamentals for MEP

In this Guide ................................................................................................. xiii

Revit and Construction Documents................................................... 1-5

1.2 Overview of the Interface ............................................................... 1-6

Opening Projects............................................................................. 1-23

Saving Projects ............................................................................... 1-26

1.4 Viewing Commands ...................................................................... 1-28

Visual Styles.................................................................................... 1-34

Practice 1a Open and Review a Project ............................................. 1-36

Chapter Review Questions................................................................... 1-45

Chapter 2: Basic Sketching and Modify Tools........................................... 2-1

2.1 Using General Sketching Tools ..................................................... 2-2

© 2019, ASCENT - Center for Technical Knowledge® i

2.3 Selecting and Editing Elements................................................... 2-21

Chapter 3: Starting Systems Projects ........................................................ 3-1

3.1 Linking and Importing CAD Files .................................................. 3-2

Practice 3a Start a Systems Project ..................................................... 3-9

3.3 Setting Up Levels .......................................................................... 3-12

Modifying Levels ............................................................................. 3-14

3.4 Copying and Monitoring Elements.............................................. 3-19

Practice 3b Copy and Monitor Elements............................................ 3-21

Practice 3c Coordinate Linked Models .............................................. 3-29

3.6 Batch Copying Fixtures................................................................ 3-33

Practice 3d Batch Copy Fixtures ........................................................ 3-36

ii © 2019, ASCENT - Center for Technical Knowledge®

Chapter 4: Working with Views ................................................................... 4-1

Chapter Review Questions................................................................... 4-57

Command Summary ............................................................................. 4-60

Chapter 5: Setting Up Spaces ..................................................................... 5-1

5.1 Preparing a Model for Spaces........................................................ 5-2

5.2 Adding Spaces ................................................................................ 5-6

Naming Spaces................................................................................. 5-7

Practice 5a Add Spaces....................................................................... 5-11

5.3 Working with Spaces .................................................................... 5-17

Special Space Situations ................................................................ 5-18

Chapter Review Questions................................................................... 5-31

Command Summary ............................................................................. 5-33

Chapter 6: Heating and Cooling Loads Analysis....................................... 6-1

© 2019, ASCENT - Center for Technical Knowledge® iii

6.3 Analyzing the Heating and Cooling Loads ................................. 6-14

Practice 8a Add Mechanical Equipment and Air Terminals ............. 8-11

Adding Ducts and Pipes.................................................................. 8-20

Creating Parallel Pipes.................................................................... 8-24

Practice 8b Add Ducts and Pipes ....................................................... 8-27

8.3 Modifying Ducts and Pipes .......................................................... 8-32

Duct and Pipe Sizing....................................................................... 8-35

Converting Ducts and Pipes............................................................ 8-36

Modifying the Justification ............................................................... 8-39

Chapter Review Questions................................................................... 8-50

Command Summary ............................................................................. 8-53

Chapter 9: Plumbing Networks ................................................................... 9-1

iv © 2019, ASCENT - Center for Technical Knowledge®

Practice 9a Add Plumbing Fixtures and Equipment ........................... 9-7

10.1 Creating and Modifying Systems ................................................ 10-2

Modifying Systems .......................................................................... 10-5

Practice 10b Create and Modify Plumbing Systems....................... 10-11

10.2 Creating Automatic Layouts ...................................................... 10-15

Practice 10c Create Automatic HVAC Layouts................................ 10-19