n.

nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN
Autodesk® Revit® 2019
us C

Collaboration Tools
re S
d yA
an b
d
ng e
yi vid

Learning Guide
Imperial Units - 1st Edition
Cover Page
op ro
lc p
Al ple
m
Sa

Authorized Publisher
Sa
m
Al ple
lc p
op ro
yi vid
ng e
d
an b
d yA
re S
us C
e EN
st T
ric fo
tly r
fo rev
rb ie
id w
de o
n. nly
 ASCENT - Center for Technical Knowledge®
Autodesk® Revit® 2019
Collaboration Tools
Imperial Units - 1st Edition
Prepared and produced by:

n. nly
ASCENT Center for Technical Knowledge
630 Peter Jefferson Parkway, Suite 175
Charlottesville, VA 22911

de o
866-527-2368

id w
www.ASCENTed.com

rb ie
Lead Contributor: Martha Hollowell
Copyright

fo rev
ASCENT - Center for Technical Knowledge is a division of Rand Worldwide, Inc., providing custom
developed knowledge products and services for leading engineering software applications. ASCENT is
focused on specializing in the creation of education programs that incorporate the best of classroom
learning and technology-based training offerings.

tly r
ric fo
We welcome any comments you may have regarding this guide, or any of our products. To contact us
please email: feedback@ASCENTed.com.

st T
© ASCENT - Center for Technical Knowledge, 2018
e EN
All rights reserved. No part of this guide may be reproduced in any form by any photographic, electronic,
mechanical or other means or used in any information storage and retrieval system without the written
permission of ASCENT, a division of Rand Worldwide, Inc.
us C
The following are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the
re S

USA and other countries: 123D, 3ds Max, Alias, ATC, AutoCAD LT, AutoCAD, Autodesk, the Autodesk logo, Autodesk
d yA

123D, Autodesk Homestyler, Autodesk Inventor, Autodesk MapGuide, Autodesk Streamline, AutoLISP, AutoSketch,
AutoSnap, AutoTrack, Backburner, Backdraft, Beast, BIM 360, Burn, Buzzsaw, CADmep, CAiCE, CAMduct, Civil 3D,
Combustion, Communication Specification, Configurator 360, Constructware, Content Explorer, Creative Bridge, Dancing
Baby (image), DesignCenter, DesignKids, DesignStudio, Discreet, DWF, DWG, DWG (design/logo), DWG Extreme,
an b

DWG TrueConvert, DWG TrueView, DWGX, DXF, Ecotect, Ember, ESTmep, FABmep, Face Robot, FBX, Fempro, Fire,
Flame, Flare, Flint, ForceEffect, FormIt 360, Freewheel, Fusion 360, Glue, Green Building Studio, Heidi, Homestyler,
HumanIK, i-drop, ImageModeler, Incinerator, Inferno, InfraWorks, Instructables, Instructables (stylized robot design/logo),
d

Inventor, Inventor HSM, Inventor LT, Lustre, Maya, Maya LT, MIMI, Mockup 360, Moldflow Plastics Advisers, Moldflow
ng e

Plastics Insight, Moldflow, Moondust, MotionBuilder, Movimento, MPA (design/logo), MPA, MPI (design/logo), MPX
(design/logo), MPX, Mudbox, Navisworks, ObjectARX, ObjectDBX, Opticore, P9, Pier 9, Pixlr, Pixlr-o-matic,
yi vid

Productstream, Publisher 360, RasterDWG, RealDWG, ReCap, ReCap 360, Remote, Revit LT, Revit, RiverCAD, Robot,
Scaleform, Showcase, Showcase 360, SketchBook, Smoke, Socialcam, Softimage, Spark & Design, Spark Logo, Sparks,
SteeringWheels, Stitcher, Stone, StormNET, TinkerBox, Tinkercad, Tinkerplay, ToolClip, Topobase, Toxik, TrustedDWG,
op ro

T-Splines, ViewCube, Visual LISP, Visual, VRED, Wire, Wiretap, WiretapCentral, XSI.
NASTRAN is a registered trademark of the National Aeronautics Space Administration.
lc p

All other brand names, product names, or trademarks belong to their respective holders.
Al ple

General Disclaimer:
Notwithstanding any language to the contrary, nothing contained herein constitutes nor is intended to constitute an offer,
inducement, promise, or contract of any kind. The data contained herein is for informational purposes only and is not
m

represented to be error free. ASCENT, its agents and employees, expressly disclaim any liability for any damages, losses
or other expenses arising in connection with the use of its materials or in connection with any failure of performance, error,
omission even if ASCENT, or its representatives, are advised of the possibility of such damages, losses or other
Sa

expenses. No consequential damages can be sought against ASCENT or Rand Worldwide, Inc. for the use of these
materials by any third parties or for any direct or indirect result of that use.
The information contained herein is intended to be of general interest to you and is provided "as is", and it does not
address the circumstances of any particular individual or entity. Nothing herein constitutes professional advice, nor does
it constitute a comprehensive or complete statement of the issues discussed thereto. ASCENT does not warrant that the
document or information will be error free or will meet any particular criteria of performance or quality. In particular (but
without limitation) information may be rendered inaccurate by changes made to the subject of the materials (i.e. applicable
software). Rand Worldwide, Inc. specifically disclaims any warranty, either expressed or implied, including the warranty
of fitness for a particular purpose.

AS-REV1901-COL1IM-SG // IS-REV1901-COL1IM-SG
Sa
m
Al ple
lc p
op ro
yi vid
ng e
d
an b
d yA
re S
us C
e EN
st T
ric fo
tly r
fo rev
rb ie
id w
de o
n. nly
 C o n t e n ts

n. nly
de o
id w
rb ie
fo rev
Preface ............................................................................................................. v

In this Guide .................................................................................................. vii

tly r
ric fo
Practice Files .................................................................................................. xi

st T
Chapter 1: Phasing, Design Options, and Groups .................................... 1-1
e EN1.1 Applying Project Phasing............................................................... 1-2
Phases and Views............................................................................. 1-6
us C
Creating Phases................................................................................ 1-7
re S

Practice 1a Apply Project Phasing - Architectural.............................. 1-9

d yA

Practice 1b Apply Project Phasing - Structural................................. 1-14

Practice 1c Apply Project Phasing - MEP .......................................... 1-21
an b

1.2 Using Design Options................................................................... 1-25

d

Viewing Design Options .................................................................. 1-29

ng e

Practice 1d Use Design Options - Architectural................................ 1-32

yi vid

Practice 1e Use Design Options - Structural ..................................... 1-38

op ro

1.3 Working with Groups.................................................................... 1-43

Creating Groups.............................................................................. 1-44
lc p

Using Groups in a Project ............................................................... 1-46

Al ple

Modifying Groups ............................................................................ 1-48

Groups in Other Projects................................................................. 1-50
m

Practice 1f Work with Groups - Architectural.................................... 1-53

Sa

Practice 1g Work with Groups - Structural ........................................ 1-58

Chapter Review Questions................................................................... 1-62
Command Summary ............................................................................. 1-65

Chapter 2: Linking Models........................................................................... 2-1

2.1 Linking Models ................................................................................ 2-2
Managing Links ................................................................................. 2-7
Linked Model Properties ................................................................... 2-9

© 2018, ASCENT - Center for Technical Knowledge® i

 Autodesk Revit 2019: Collaboration Tools

2.2 Views and Linked Models............................................................. 2-11

Preparing Views for Other Disciplines............................................. 2-11
Display Settings in Linked Models .................................................. 2-12
Practice 2a Link Models - All Disciplines........................................... 2-16
2.3 Copying and Monitoring Elements.............................................. 2-23

n. nly
Copy/Monitor Options ..................................................................... 2-26

de o
2.4 Coordinating Linked Models........................................................ 2-28
Reconciling Hosts ........................................................................... 2-32

id w
Interference Checking ..................................................................... 2-33

rb ie
Practice 2b Coordinate Linked Projects - Architectural and Structural 2-

fo rev
36
Practice 2c Coordinate Linked Projects - MEP and Architectural ... 2-44

tly r
Chapter Review Questions................................................................... 2-48

ric fo
Command Summary ............................................................................. 2-51

st T
Chapter 3: Importing and Exporting ........................................................... 3-1
e EN3.1 Importing and Linking Vector Files ............................................... 3-2
Working with Other File Formats....................................................... 3-7
us C
3.2 Modifying Imported Files.............................................................. 3-12
re S

Arranging Imported Files................................................................. 3-12

d yA

Modifying Type Properties .............................................................. 3-13

Querying Imported Files.................................................................. 3-14
Deleting Layers ............................................................................... 3-15
an b

Modifying the Visibility of Imported Files ......................................... 3-17

d

3.3 Importing Raster Image Files....................................................... 3-18

ng e

Editing Raster Files ......................................................................... 3-19

yi vid

Practice 3a Work with Vector Files - Architectural ........................... 3-20

op ro

Practice 3b Work with Vector Files - Structural ................................ 3-26

lc p

Practice 3c Work with Vector Files - MEP.......................................... 3-31

3.4 Exporting Files .............................................................................. 3-36
Al ple

Exporting CAD Format Files ........................................................... 3-38

Exporting to DWF............................................................................ 3-42
m

Practice 3d Export Files - All Disciplines........................................... 3-44

Sa

3.5 Exporting for Energy Analysis..................................................... 3-49

Exporting to gbXML......................................................................... 3-51
Practice 3e Export for Energy Analysis - Architectural.................... 3-56
Chapter Review Questions................................................................... 3-63
Command Summary ............................................................................. 3-65

ii © 2018, ASCENT - Center for Technical Knowledge®

 Contents

Chapter 4: Project Team Collaboration ...................................................... 4-1

4.1 Introduction to Worksets................................................................ 4-2
Workset Definitions ........................................................................... 4-3
4.2 Opening and Saving Workset-Related Projects........................... 4-4
Saving Workset Related Files ........................................................... 4-7

n. nly
Practice 4a Open Workset-Related Projects - Architectural ............ 4-10

de o
Practice 4b Open Workset-Related Projects - Structural ................. 4-14

id w
Practice 4c Open Workset-Related Projects - MEP........................... 4-18

rb ie
4.3 Working in Workset-Related Projects ......................................... 4-23

fo rev
Editing Elements in Worksets ......................................................... 4-25
Permissions to Edit ......................................................................... 4-26
Relinquishing Worksets................................................................... 4-30

tly r
Ending the Day Using Worksets ..................................................... 4-31

ric fo
4.4 Visibility and Display Options with Worksharing ...................... 4-33
Controlling Workset Visibility ........................................................... 4-33

st T
Worksharing Display Options.......................................................... 4-34
e EN
4.5 Worksharing and Linked Models................................................. 4-36
Managing Links in Local Files ......................................................... 4-37
us C
Managing Worksets in Linked Models ............................................ 4-38
re S

Practice 4d Work in Workset-Related Projects - Architectural ........ 4-41

d yA

Practice 4e Work in Workset-Related Projects - Structural ............. 4-49

Practice 4f Work in Workset-Related Projects - MEP ....................... 4-59
an b

4.6 Setting Up Worksets ..................................................................... 4-67

d

Placing Elements in Worksets......................................................... 4-71

ng e

Creating the Central File ................................................................. 4-73

yi vid

Other Workset Types ...................................................................... 4-74

Practice 4g Set Up Worksets - Architectural ..................................... 4-78
op ro

Practice 4h Set Up Worksets - Structural .......................................... 4-86

lc p

Practice 4i Set Up Worksets - MEP..................................................... 4-92

Al ple

4.7 Best Practices for Worksets ........................................................ 4-99

Working with Company Policies...................................................... 4-99
m

Tips for Using Worksets .................................................................. 4-99

Sa

Tips for Creating Worksets............................................................ 4-100

Chapter Review Questions................................................................. 4-102
Command Summary ........................................................................... 4-105

© 2018, ASCENT - Center for Technical Knowledge® iii

 Autodesk Revit 2019: Collaboration Tools

Appendix A: Additional Information ...........................................................A-1

A.1 Linked Model Conversion ..............................................................A-2
A.2 Shared Positioning .........................................................................A-5
Publishing and Acquiring Coordinates .............................................. A-5
Selecting Locations ......................................................................... A-10

n. nly
Practice A1 Shared Positioning .......................................................... A-13

de o
Command Summary .............................................................................A-19

id w
Appendix B: Autodesk Revit Architecture Certification

rb ie
Exam Objectives ...........................................................................................B-1

fo rev
Appendix C: Autodesk Revit Certified Professional
Exam for Electrical Building Systems Objectives .....................................C-1

tly r
ric fo
Appendix D: Autodesk Revit Certified Professional
Exam for Mechanical Building Systems Objectives..................................D-1

st T
Appendix E: Autodesk Revit Structure Certification
e EN
Exam Objectives ........................................................................................... E-1
us C
Index ...................................................................................................... Index-1
re S
d yA
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

iv © 2018, ASCENT - Center for Technical Knowledge®

 Preface

n. nly
de o
id w
rb ie
fo rev
Autodesk® Revit® is a Building Information Modeling (BIM) tool, which can be
used by more than one person working on a new project. This is an important
feature in collaboration within a project, between projects, and with other users,

tly r
firms, and disciplines.

ric fo
The objective of the Autodesk® Revit® 2019: Collaboration Tools learning guide is

st T
to enable students, who have a basic knowledge of Autodesk Revit, to increase
e EN
their productivity while working with other people on a team, either in the same
firm or other firms as well as with other disciplines. It also covers linking Autodesk
us C
Revit files and linking or importing other CAD files. Practices are available for
each of the primary disciplines covered by Autodesk Revit: architecture, MEP, and
re S

structure.
d yA

Topics Covered
an b

• Set up project phasing

d

• Create and display a variety of design options

ng e
yi vid

• Use groups
• Link Autodesk Revit files
op ro

• Use multi-discipline coordination including Copy/Monitor and Coordination

lc p

Review.
Al ple

• Import and export vector and raster files including exporting Autodesk Revit
models for energy analysis
m

• Understand, use, and setup worksets

Sa

Prerequisites

• Access to the 2019 version of the software. The practices and files included
with this guide might not be compatible with prior versions.
• Students should be comfortable with the fundamentals of Autodesk Revit as
taught in Autodesk Revit Architecture, MEP, or Structure Fundamentals.
Knowledge of basic techniques is assumed, such as creating typical elements
as well as copying and moving objects, creating and working with views, etc.

© 2018, ASCENT - Center for Technical Knowledge® v

 Autodesk Revit 2019: Collaboration Tools

Note on Software Setup

This guide assumes a standard installation of the software using the default
preferences during installation. Lectures and practices use the standard software
templates and default options for the Content Libraries.

n. nly
Students and Educators can Access Free Autodesk Software and

de o
Resources

id w
Autodesk challenges you to get started with free educational licenses for

rb ie
professional software and creativity apps used by millions of architects,

fo rev
engineers, designers, and hobbyists today. Bring Autodesk software into your
classroom, studio, or workshop to learn, teach, and explore real-world design
challenges the way professionals do.

tly r
ric fo
Get started today - register at the Autodesk Education Community and download
one of the many Autodesk software applications available.

st T
e EN
Visit www.autodesk.com/education/home/

Note: Free products are subject to the terms and conditions of the end-user
us C
license and services agreement that accompanies the software. The software is
re S

for personal use for education purposes and is not intended for classroom or lab
use.
d yA

Lead Contributor: Martha Hollowell

an b
d

Martha incorporates her passion for building design and education into all her
projects, including the training guides she creates on Autodesk Revit for
ng e

Architecture, MEP, Structure, and landscape design. She has worked with
yi vid

Autodesk products since the 1990’s and has focused primarily on Autodesk Revit
for the last 18 years.
op ro

After receiving a B.Sc. in Architecture from the University of Virginia, she worked
lc p

in architectural offices and consulted with firms setting up and customizing

Al ple

AutoCAD for their companies.

Martha has over 20 years' experience as a trainer and instructional designer. She
m

is skilled in leading individuals and small groups to understand and build on their
Sa

potential. Martha is trained in Instructional Design and has achieved the Autodesk
Certified Instructor (ACI) and Autodesk Certified Professional designations for
Revit Architecture.

Martha Hollowell has been the Lead Contributor for Autodesk Revit Collaboration
Tools since its initial release in 2008.

vi © 2018, ASCENT - Center for Technical Knowledge®

 In th is Gu id e

n. nly
de o
id w
rb ie
fo rev
The following images highlight some of the features that can be found in this
guide.

tly r
ric fo
st T
e EN
us C
Practice Files
re S

The Practice Files page tells

you how to download and install
d yA

the practice files that are

provided with this guide.
an b

Link to the practice files

d
ng e
yi vid
op ro
lc p
Al ple
m

Chapters
Sa

Each chapter begins with a brief

introduction and a list of the
chapter’s Learning Objectives.
Learning Objectives for
the chapter

© 2018, ASCENT - Center for Technical Knowledge® vii

 Autodesk Revit 2019: Collaboration Tools

n. nly
Instructional Content
Each chapter is split into a
series of sections of

de o
instructional content on specific

id w
topics. These lectures include
the descriptions, step-by-step

rb ie
Side notes procedures, figures, hints, and
Side notes are hints or information you need to achieve

fo rev
additional information for the chapter's Learning
the current topic. Objectives.

tly r
ric fo
st T
e EN
us C
Practice Objectives
re S

Practices
d yA

Practices enable you to use the

software to perform a hands-on
review of a topic.
an b

Some practices require you to

d

use prepared practice files,

which can be downloaded from
ng e

the link found on the Practice

yi vid

Files page.
op ro
lc p
Al ple
m

Chapter Review Questions

Sa

Chapter review questions,

located at the end of each
chapter, enable you to review
the key concepts and learning
objectives of the chapter.

viii © 2018, ASCENT - Center for Technical Knowledge®

 In this Guide

Command Summary
The Command Summary is

n. nly
located at the end of each
chapter. It contains a list of the
software commands that are

de o
used throughout the chapter,

id w
and provides information on
where the command is found in

rb ie
the software.

fo rev
tly r
ric fo
st T
e EN Autodesk Certification Exam
Appendix
us C
This appendix includes a list of
re S

the topics and objectives for the

Autodesk Certification exams,
d yA

and the chapter and section in

which the relevant content can
be found.
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

© 2018, ASCENT - Center for Technical Knowledge® ix

 Autodesk Revit 2019: Collaboration Tools

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

x © 2018, ASCENT - Center for Technical Knowledge®

 Chapter

n. nly
de o
id w
rb ie
fo rev
Phasing, Design Options, and

tly r
Groups

ric fo
st T
e EN
There are a variety of tools that can be used on complex projects:
us C
• Phasing enables you to specify which project elements belong to a specific
re S

phase in the process of construction. You can create views that show each of
d yA

these separate phases.

• Design Options enable you to create different examples for part of a building,
an b

and then display each example in separate views. Once you have decided
which option to use, you can make the option part of the main model.
d
ng e

• Groups are sets of elements that can be inserted into a project. They can
yi vid

include both model and annotation elements. These groups can be saved to a
separate file and then inserted or linked into multiple projects.
op ro

Learning Objectives in this Chapter

lc p
Al ple

• Create and apply phases to elements.

• Create views to display different phases.
• Create Design Options.
m

• Add existing and new elements to Design Options.

Sa

• Create views for Design Options.

• Create groups of elements and annotations.
• Modify groups.
• Save groups as separate files.

© 2018, ASCENT - Center for Technical Knowledge® 1–1

 Autodesk Revit 2019: Collaboration Tools

1.1 Applying Project Phasing

Phases show distinct stages in a project’s life. They are typically
used with renovations and additions, as shown in Figure 1–1, or
when a project involves several phases for its completion.

n. nly
Existing

de o
id w
Demolished

rb ie
Temporary

fo rev
New

tly r
ric fo
st T
e EN
us C
re S
d yA

Figure 1–1
• There are two default phases included in the template files:
Existing and New Construction. Many projects can be
an b

completed using just these two options, but additional phases

d

can also be created for more complex projects.

ng e
yi vid

All construction elements have two phase properties, Phase

Created and Phase Demolished. This creates four potential
status conditions for each element, regardless of how many
op ro

phases are in a project:

lc p

• Existing: Created in an earlier phase and exists in the

Al ple

current phase.

• New: Created in the current phase.

m
Sa

• Demolished: Created in an earlier phase and demolished in

the current phase.

• Temporary: Created in the current phase and demolished in

the current phase.

1–2 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

How To: Work with Phases

1. Open the view in which you want to work.
2. Without having any elements selected, in Properties, under
the Phasing heading, select the Phase from the drop-down
list, as shown in Figure 1–2.

n. nly
If you are working on a
renovation project, start

de o
by modeling the building
with the Phase set to

id w
Existing.

rb ie
Properties of the View

fo rev
Figure 1–2
3. Start modeling the elements. They take on the phase set in

tly r
the current view.

ric fo
• You can change the phase of elements by changing the

st T
Phase Created in the element’s properties, as shown in
e EN Figure 1–3. Note that you can also demolish elements.
us C
re S
d yA
an b

Properties of the Element

Figure 1–3
d
ng e
yi vid

Hint: Phases and Schedules

You can apply phases to schedules. When you create the
op ro

schedule, include the Phase Created field and then use it in

lc p

the Filter tab to limit the elements to a specific phase, as

shown in Figure 1–4.
Al ple
m
Sa

Figure 1–4

© 2018, ASCENT - Center for Technical Knowledge® 1–3

 Autodesk Revit 2019: Collaboration Tools

How To: Demolish Elements

1. In the Modify tab>Geometry panel, click (Demolish).

2. Click on the elements that you want to demolish in the current
phase, as shown in Figure 1–5.

n. nly
de o
id w
rb ie
fo rev
tly r
Figure 1–5

ric fo
• You can also select the elements you want to demolish and,
in Properties, change the Phase Demolished.

st T
e EN • Demolishing a wall also demolishes any doors or windows
associated with that wall, as shown in Figure 1–6.
us C
re S
d yA
an b
d
ng e
yi vid

Figure 1–6
op ro

• To change an element so that it is no longer demolished, in

lc p

Properties, set the Phase Demolished to None.

Al ple
m
Sa

1–4 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

Hint: Elements that do not have phases

Annotations (tags, text, or dimensions), view elements
(elevations, sections, and callout views), and datum elements
(grids and levels) do not have phases.

n. nly
Curtain walls and beam systems include sub-elements that do
not have phases. You need to select the primary curtain wall or

de o
beam system to change the phase.

id w
When selecting multiple elements to apply a phase, click

rb ie
(Filter) in the Status Bar and clear the checkbox next to

fo rev
any annotations and curtain wall sub-elements (as shown in
Figure 1–7) before modifying the phase in the properties.

tly r
ric fo
st T
e EN
us C
re S
d yA

Figure 1–7
an b

• Non-phase elements can be hidden in views where you do

d

not want them to show. For example, in Figure 1–8, hide

ng e

(by element) grids 5-8 and then modify the length of grids
yi vid

A-C (change the 3D icon to 2D so the change only shows

in the current view.) You could also change the crop region
op ro

of the view.
lc p

Hide
these
Al ple

elements
m
Sa

Modify
these
elements

Figure 1–8

© 2018, ASCENT - Center for Technical Knowledge® 1–5

 Autodesk Revit 2019: Collaboration Tools

Phases and Duplicate a view for each phase you want to display. For
example, you might want to show only the existing and
Views demolished items in one view and the existing and new items,
without the demolished items, in another view. You may also
want to show the completed project without any of the previous

n. nly
phases, as shown in Figure 1–9.

The look of the

de o
elements is determined

id w
by graphic overrides
assigned to each phase

rb ie
filter.

fo rev
tly r
ric fo
st T
e EN
us C
re S

Figure 1–9
d yA

The Phase Filter, specified in the view properties, determines

which phases display in the view relative to the current phase:
an b

• None: Displays all elements regardless of the current phase.

d
ng e

• Show All: Displays all phases up to the current phase, with

yi vid

all except the current phase, which is grayed out.

• Show Complete: Displays all construction up to the current
op ro

phase.
lc p

• Show Demo + New: Displays the current phase and any

demolished elements.
Al ple

• Show New: Displays only elements created in the current

m

view.
Sa

• Show Previous + Demo: Displays elements created in

previous phases and any demolished elements from the
current phase.
• Show Previous + New: Displays elements created in the
previous phase and any new elements created in the current
phase.
• Show Previous Phase: Displays elements created in any
previous phases.

1–6 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

Creating When you create new phases, you can specify the names and
time sequence, set up phase filters, and specify graphic
Phases overrides for each phase.

How To: Create New Phases

n. nly
1. In the Manage tab>Phasing panel, click (Phases).

de o
2. In the Phasing dialog box, Project Phases tab, the existing

id w
phases display. Two phases, Existing and New
Construction, come with most templates, as shown in

rb ie
Figure 1–10.

fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA
an b
d
ng e

Figure 1–10
yi vid

• The default phases can be renamed in this dialog box.

You need to add the 3. In the Project Phases tab, select a phase in the list. In the
op ro

phase in the correct Insert area, click Before or After, as required. You cannot
lc p

time sequence. Past change the order and need to be careful as you insert
and Future notations are phases.
Al ple

at the top and bottom of • New phases are numbered (Phase 1, Phase 2, etc.).
the dialog box. Select the name to change it. You can also add a
m

description for each phase.

Sa

• You can combine phases, as required. Click Previous or

Next. The elements on the combined phases take on the
phase properties of the phase with which they were
combined.

© 2018, ASCENT - Center for Technical Knowledge® 1–7

 Autodesk Revit 2019: Collaboration Tools

4. Select the Phase Filters tab, as shown in Figure 1–11.

Several phase filters are supplied with the program and you
can add more. Once you have a new phase filter, you define
which of the phases display. If listed as Overridden, the
graphic overrides display for the phase.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
Figure 1–11

st T
5. Select the Graphic Overrides tab, as shown in Figure 1–12.
e EN Set up the overrides, as required.
us C
re S
d yA
an b
d
ng e
yi vid

Figure 1–12
6. Click OK to close the dialog box.
op ro
lc p
Al ple
m
Sa

1–8 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

Practice 1a Apply Project Phasing -

Architectural
Practice Objectives

n. nly
• Set custom phases in a project.

de o
• Apply phases to elements.
• Apply phases to views.

id w
rb ie
In this practice, you will create several new phases and view the

fo rev
changes with the phase filters. You will also add some new
elements in the existing building, as shown in Figure 1–13.

tly r
ric fo
st T
e EN
Phase 1 Existing Phase 2
us C
Figure 1–13
re S
d yA

Task 1 - Set up Phases.

1. In the practice files folder, open Office-Phases-A.rvt.

an b
d

2. In the Manage tab>Phasing panel, click (Phases).

ng e

3. In the Phasing dialog box, in the Project Phases tab, rename

yi vid

the phase New Construction as Phase 1 and add the

description: West Wing Addition.
op ro

4. Insert an additional phase after the last one and accept the
lc p

default name of Phase 2. Add the description: East Wing

Al ple

Addition, as shown in Figure 1–14.

m
Sa

Figure 1–14

5. Click OK to close the dialog box.

© 2018, ASCENT - Center for Technical Knowledge® 1–9

 Autodesk Revit 2019: Collaboration Tools

Task 2 - Apply Phases to Views and Elements.

1. Duplicate three new views of Level 1. Rename them: Level 1

- Existing, Level 1 - Phase 1, and Level 1 - Phase 2.

n. nly
2. Open the Floor Plans: Level 1- Existing view.

3. Select all elements in the middle building, as shown in

de o
Figure 1–15. Filter out any annotation elements, such as

id w
tags, views, and elevations.

rb ie
fo rev
tly r
ric fo
st T
e EN Figure 1–15

4. In Properties, change the Phase Created for these elements

us C
to Existing.
re S

5. Click in the view to release the selection. The building

d yA

elements should turn gray when you clear the selection.

an b

6. In Properties (with no elements selected), scroll down and set

Phase Filter to Show Complete and Phase to Existing, as
d

shown in Figure 1–16.

ng e
yi vid
op ro
lc p

Figure 1–16
Al ple
m
Sa

1–10 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

7. Click in the view. Only the central building displays but the
grids on either side still display. Resize the crop region so
only the main building displays as shown in Figure 1–17.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN Figure 1–17

8. Open the Floor Plans: Level 1 - Phase 1 view.

us C

9. Select the elements in the right (east) wing, filter out any
re S

views and tags, and change the Phase Created of these

d yA

elements to Phase 2. In this case, the elements are removed

from the view because the Phase of the view is set to
Phase 1. Resize the crop region so the east wing grids do not
an b

display, as shown in Figure 1–18.

d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

Figure 1–18

© 2018, ASCENT - Center for Technical Knowledge® 1–11

 Autodesk Revit 2019: Collaboration Tools

10. Without any elements selected, verify that the Phase Filter is
set to Show All and the Phase is set to Phase 1.

11. In the Modify tab>Geometry panel, click (Demolish).

Select the four walls in the center building that cross the long

n. nly
horizontal hallways, as shown in Figure 1–19.

de o
id w
rb ie
fo rev
tly r
ric fo
Figure 1–19

12. Click Modify and select one of the demolished walls. In

st T
Properties, scroll down to the Phasing area. Ensure that the
e EN Phase Created is set to Existing and Phase Demolished is
set to Phase 1.
us C
13. Open the Floor Plans: Level 1 - Phase 2 view.
re S

14. In Properties, without any elements selected, set the Phase

d yA

Filter to Show All and change the Phase to Phase 2. The

East Wing is added and the demolished walls are removed,
an b

while the elements in the previous two phases are grayed

out, as shown in Figure 1–20.
d
ng e
yi vid
op ro
lc p
Al ple

Figure 1–20
m
Sa

1–12 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

15. Modify the crop region so that it shows all of Phase 2 and part
of the existing building. Hide the grids in the existing building
by element, as shown in Figure 1–21.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
Figure 1–21
e EN 16. In the existing building add several walls and doors with
some of the doors along the existing walls, as shown in
us C
Figure 1–22.
re S
d yA
an b
d
ng e
yi vid
op ro
lc p
Al ple

Figure 1–22
m

17. Open the Floor Plans: Level 1 - Phase 1 view to see that
Sa

the walls added in Phase 2 do not display.

18. Save the project.

© 2018, ASCENT - Center for Technical Knowledge® 1–13

 Autodesk Revit 2019: Collaboration Tools

Practice 1b Apply Project Phasing -

Structural
Practice Objectives

n. nly
• Set custom phases in a project.

de o
• Apply phases to elements.
• Apply phases to views.

id w
rb ie
In this practice, you will create phases and move the elements in

fo rev
the project to different phases. You will then view the changes
with the phase filters, as shown in Figure 1–23.

tly r
ric fo
st T
e EN
us C
re S
d yA
an b
d
ng e
yi vid
op ro

Figure 1–23
lc p

Task 1 - Set up Phases.

Al ple

1. In the practice files folder, open Office-Phases-S.rvt.

m
Sa

2. In the Manage tab>Phasing panel, click (Phases).

3. In the Phasing dialog box there is one phase, New

Construction. The project will now be divided into three
phases. In the Project Phases tab, rename the phase New
Construction as Phase 1 and add the description Main
Building.

1–14 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

4. Insert two additional phases after the last one and accept the
default names of Phase 2 and Phase 3. Add the description
Penthouse to Phase 2 and Addition to Phase 3, as shown
in Figure 1–24.

n. nly
de o
id w
rb ie
fo rev
Figure 1–24

tly r
5. Click OK to close the dialog box.

ric fo
6. Select several elements from different parts of the building.

st T
They are all in Phase 1.
e EN 7. Save the project.
us C
Task 2 - Apply Phases to Elements.
re S
d yA

1. Open the Structural Plans: Penthouse view.

2. Select all of the structural framing girders, structural columns,

an b

and structural Beam Systems. To do so, perform a crossing

selection and filter out everything else, as shown in
d

Figure 1–25.
ng e
yi vid
op ro
lc p
Al ple
m
Sa

Figure 1–25

© 2018, ASCENT - Center for Technical Knowledge® 1–15

 Autodesk Revit 2019: Collaboration Tools

3. In Properties, change the Phase created to Phase 2. The

Phase 2 elements are removed from the view but the elevator
shaft and stair shaft remain as shown in Figure 1–26.

n. nly
Elevator shaft

de o
Stair shaft

id w
rb ie
fo rev
tly r
ric fo
st T
e EN Figure 1–26
us C
Architectural roofs do 4. In the Structure tab>Structure panel, click (Floor:
re S

not show in some Structural).

d yA

structural views. Using a

structural floor ensures 5. Add two separate roof slabs to the top of the elevator and
that the roof displays. stair shafts using the Floor: 1 1/2" Metal Roof Deck type at
an b

a height of 8’-0" off the Roof level. The new slabs are added
to Phase 1.
d
ng e

6. In Properties, with no elements selected, change the Phase

yi vid

to Phase 2. The beams and columns now display.

7. Shade the view so you can see the roofs.

op ro
lc p

8. In the Modify tab>Geometry panel, click (Demolish).

Al ple

Zoom in and select the metal roof decks, as shown in

Figure 1–27. (Use <Tab> to select them.)
m
Sa

1–16 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA

Figure 1–27

9. Select one of the now demolished metal roof decks. In

an b

Properties, note that the element is listed as Phase

Demolished in Phase 2, as shown in Figure 1–28. The
d

dashed edges do not display in the view because they

ng e

overlap the walls.

yi vid
op ro
lc p
Al ple

Figure 1–28

10. Open the Structural Plans: Level 1 view.

m
Sa

© 2018, ASCENT - Center for Technical Knowledge® 1–17

 Autodesk Revit 2019: Collaboration Tools

11. Select the Structural Columns, Structural Foundations, and

Walls connected to the arc area, as shown in Figure 1–29. In
Properties, set the Phase Created to Phase 3.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
Figure 1–29

st T
e EN 12. Hide the arc grid in the view.

13. Repeat the process of assigning the arc addition elements to

us C
Phase 3 using the Structural Plans: Level 2 and Structural
re S

Plans: Roof views. In the Roof view, select the beam

d yA

systems first and change them to Phase 3. Then you can

select the rest of the beams and columns.
an b

14. Open the 3D Views: Front View. It should display the

existing building with the new roof slabs, as shown in
d

Figure 1–30.
ng e
yi vid
op ro
lc p
Al ple
m
Sa

Figure 1–30

15. Save the project.

1–18 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

Task 3 - Apply Phases to Views.

1. Use Duplicate with Detailing and create three new views of

the Front view. Rename them as Front View - Phase 2,
Front View - Phase 3, and Front View - Final.

n. nly
2. Rename Front View to Front View - Phase 1.

de o
3. Open the Front View - Phase 2 view.

id w
4. In Properties, scroll down and change Phase Filter to Show

rb ie
All and Phase to Phase 2 as shown in Figure 1–31.

fo rev
tly r
ric fo
Figure 1–31

st T
5. Click in the view. The existing building is grayed out and the
e EN new Penthouse phase displays with the deleted roof slabs in
red, as shown in Figure 1–32.
us C
re S
d yA
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

Figure 1–32

© 2018, ASCENT - Center for Technical Knowledge® 1–19

 Autodesk Revit 2019: Collaboration Tools

6. Open the Front View - Phase 3 view.

7. In Properties, set Phase Filter to Show All and the Phase to

Phase 3. Now the existing building and the penthouse are
grayed out and the new entrance structure displays as shown
in Figure 1–33.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA
an b
d

Figure 1–33
ng e
yi vid

8. Open the Front View - Final view.

9. In Properties, set the Phase Filter to Show Complete and

op ro

the Phase to Phase 3. All of the elements now display

without any differences to the phases.
lc p
Al ple

10. Save the project.

m
Sa

1–20 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

Practice 1c Apply Project Phasing - MEP

Practice Objectives
• Set custom phases in a project.

n. nly
• Apply phases to elements.
• Apply phases to views.

de o
In this practice, you will create phases and move the elements in

id w
the project to different phases. You will also draw new elements

rb ie
in different phases and view the changes with the phase filters,

fo rev
as shown in Figure 1–34.

tly r
ric fo
st T
e EN
us C
re S
d yA
an b
d
ng e

Figure 1–34
yi vid

Task 1 - Set up Phases.

op ro

1. In the practice files folder, open Office-Phases-MEP.rvt.

lc p
Al ple

2. In the Manage tab>Phasing panel, click (Phases).

m

3. In the Phasing dialog box there are two phases, Existing and
New Construction. You will add two phases used for tenant
Sa

build out.

4. In the Project Phases tab, rename New Construction to

Tenant 1.

© 2018, ASCENT - Center for Technical Knowledge® 1–21

 Autodesk Revit 2019: Collaboration Tools

5. In the Insert area, click After once and rename that phase to
Tenant 2, as shown in Figure 1–35.

n. nly
de o
id w
rb ie
Figure 1–35

fo rev
6. Click OK to close the dialog box.

tly r
7. Save the project.

ric fo
st T
Task 2 - Apply Phases to Elements.
e EN 1. Working in the Mechanical>HVAC>Floor Plans: 1 - Mech
view, select all of the existing ductwork and air terminals and
us C
filter out anything else.
re S

2. In Properties, change the Phase Created to Existing. The

d yA

elements turn gray, as shown in Figure 1–36.

an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

Figure 1–36

1–22 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

3. In Properties, with no element selected, note that the Phase

is set to Tenant 1.

4. In the upper left area of the building, insert a VAV Unit, air
terminals, and connecting ductwork, as shown in
Figure 1–37.

n. nly
In this example, the VAV

de o
Unit is Offset 10’-0"
above Level 1 and the

id w
Air Terminals to 8’-0".

rb ie
The exact location is not
critical.

fo rev
tly r
ric fo
st T
e EN
us C
re S

Figure 1–37
d yA

5. In Properties, with no elements selected, change the Phase

to Tenant 2 and draw an additional HVAC system. The
an b

Existing and Tenant 1 phases are grayed out and the current
d

Phase displays in color, as shown in Figure 1–38.

ng e
yi vid
op ro
lc p
Al ple
m
Sa

Figure 1–38

© 2018, ASCENT - Center for Technical Knowledge® 1–23

 Autodesk Revit 2019: Collaboration Tools

Task 3 - Apply Phases to Views.

1. Use Duplicate with Detailing and create three new views of

1- Mech view. Rename them as 1 - Mech - Tenant 1, 1 -
Mech - Tenant 2., and 1 - Mech - Final.

n. nly
2. Rename 1 - Mech to 1 - Mech - Existing and open it.

de o
3. In Properties, change the Phase to Existing as shown in

id w
Figure 1–39.

rb ie
fo rev
tly r
ric fo
Figure 1–39

4. Open the 1 - Mech - Tenant 1 view and set the Phase to

st T
Tenant 1.
e EN 5. Open the 1 - Mech - Tenant 2 view and set the Phase to
Tenant 2, if it is not already set.
us C
re S

6. Open the 1 - Mech - Final view. Set the Phase Filter to Show
d yA

Complete and the Phase to Tenant 2, as shown in

Figure 1–40.
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

Figure 1–40

7. Save the project.

1–24 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

1.2 Using Design Options

Design Options provide a way to set up multiple layouts for a
section of a building model. For example, you could design
several roof options, window layouts, or entry areas and view

n. nly
each in context with the main building.

de o
You can create a variety of Design Option Sets that define an
area that changes and then add Design Options under each set.

id w
For example, you can create a Design Option Set with two

rb ie
options for an a-frame roof, as shown in Figure 1–41, and a

fo rev
curved roof, as shown in Figure 1–42.

tly r
ric fo
st T
e EN
us C
re S
d yA
an b

Figure 1–41 Figure 1–42

d

• The part of the building that is NOT modified by options is

ng e

called the Main Model.

yi vid

• Design Options are rarely used in MEP projects, as systems

do not work in the options.
op ro
lc p

The Design Options tools are located in the Manage tab>Design

Options panel, as shown in Figure 1–43 and with additional tools
Al ple

in the Status bar in Figure 1–44.

m
Sa

Figure 1–43 Figure 1–44

© 2018, ASCENT - Center for Technical Knowledge® 1–25

 Autodesk Revit 2019: Collaboration Tools

• Once you make a decision on the option to use, you can

accept the primary set and delete the rest of the options.

• Design Options must be resolved before sending the model

to be linked into another project. Only the primary design
options display in the link.

n. nly
How To: Set Up Design Options

de o
id w
1. In the Manage tab>Design Options panel, or in the Status

rb ie
Bar, click (Design Options). The Design Options dialog

fo rev
box opens, as shown in Figure 1–45.

You can have as many

tly r
Option Sets and Options

ric fo
under a set, as required.
Each set always

st T
contains one Primary
option. e EN
us C
re S
d yA
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

Figure 1–45

1–26 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

2. In the Option Set area, click New. An option set with a

corresponding option is created, as shown in Figure 1–46.

n. nly
Figure 1–46
3. To add more options, select the Option Set title. In the Option

de o
area in the dialog box, click New.

id w
4. Rename the option sets and options so that they convey
more information. In the Option Set or Option area, click

rb ie
Rename and type a new name in the Rename dialog box.

fo rev
5. Once you have defined the Option Sets and Options, you are
ready to work on the various options. Close the dialog box.

tly r
• When you have added Design Options, you can set the

ric fo
current Design Option in the Manage tab or in the Status Bar,
as shown in Figure 1–47.

st T
e EN
us C
re S
d yA

Figure 1–47
an b

How To: Add Existing Elements to Design Options

d
ng e

1. In the Status Bar or Manage tab>Design Options panel, verify

yi vid

that Main Model displays as the Active Design Option, as

shown in Figure 1–48.
op ro

Active Design
lc p

Option
Al ple
m

Figure 1–48
Sa

2. Select the elements that you want to include in a Design

Option. The Modify tab displays.
3. Switch to the Manage tab. In the Design Options panel, click

(Add to Set).

© 2018, ASCENT - Center for Technical Knowledge® 1–27

 Autodesk Revit 2019: Collaboration Tools

4. In the Add to Design Option Set dialog box, expand the

drop-down list and select the Design Option Set. Then
select the option(s) to which you want to add the selected
elements, as shown in Figure 1–49. You can select more
than one option.

n. nly
de o
id w
rb ie
fo rev
Figure 1–49

tly r
ric fo
5. Click OK to close the dialog box. The elements are added to
the option and can no longer be modified in the main model.

st T
e EN • Only elements in the primary Design Option display in
standard views. They cannot be selected unless you clear
the Exclude Options option in the Status bar before
us C
selecting.
re S
d yA

• Exclude Options is only available in the Status Bar if Design

Options have been set up in the project.
an b

How To: Add New Elements to a Design Option

d

1. Set a Design Option to be current in the Active Design Option

ng e

drop-down list in the Status Bar or in the Manage tab>Design

yi vid

Options panel, as shown in Figure 1–50.

op ro
lc p
Al ple
m
Sa

Figure 1–50
2. Only the elements that are part of the Active Design Option
display in black. Elements in the main model are grayed out,
as shown in Figure 1–51.

1–28 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

n. nly
de o
id w
rb ie
fo rev
tly r
Figure 1–51

ric fo
3. Use standard commands to add or modify elements in the

st T
Design Option. For example, you can move the seating and
e EN add other chairs and tables for the Ice Cream Shop shown in
Figure 1–51.
4. Set the Active Design Option to Main Model when you are
us C
finished.
re S
d yA

Viewing Design You can set up views that specify Design Options. These can
then be used to quickly see the various Design Options without
Options having to edit them, as shown in Figure 1–52.
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

Design Option 1 Design Option 2

Figure 1–52

© 2018, ASCENT - Center for Technical Knowledge® 1–29

 Autodesk Revit 2019: Collaboration Tools

How To: View Design Options

1. Create a view (a 3D view, plan, elevation, or section) that
displays the information that you want to present.
2. In the view, open the Visibility/Graphic Overrides dialog box
(type VV or VG).

n. nly
3. In the Design Options tab, in the drop-down list for each
Design Option Set, select a Design Option, as shown in

de o
Figure 1–53. <Automatic> displays the primary option or the
option that is currently being edited. Setting the view to a

id w
specific choice, displays that option regardless of what is

rb ie
being edited.

fo rev
tly r
ric fo
st T
e EN
us C
Figure 1–53
re S

• If elements in a Design Option display in a view, you can click

d yA

(Pick to Edit) in the Design Options panel and select one

of the elements to activate that option.
an b
d

How To: Delete Design Options

ng e
yi vid

When you have decided on the Design Option you want to use,
you can delete any other options in the project.
op ro

1. Set the Active Design Option to Main Model.

2. Open the Design Options dialog box.
lc p

If you did not set the 3. Select the option you want to keep and click Make Primary.
Al ple

active option to Main 4. Select the Option Set and click Accept Primary....
Model, you must select
m

Finish Editing in the

dialog box to continue
Sa

the process.

1–30 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

5. An alert box opens as shown in Figure 1–54, warning you

that all secondary options are going to be deleted. Click Yes
if you are sure.

n. nly
de o
id w
rb ie
fo rev
Figure 1–54

tly r
ric fo
6. If views are associated with the option, you are prompted to
delete the associated view, as shown in Figure 1–55. Select

st T
the view(s) and click Delete.
e EN
us C
re S
d yA
an b
d

Figure 1–55
ng e

7. Close the Design Options dialog box.

yi vid
op ro
lc p
Al ple
m
Sa

© 2018, ASCENT - Center for Technical Knowledge® 1–31

 Autodesk Revit 2019: Collaboration Tools

Practice 1d Use Design Options -

Architectural
Practice Objectives

n. nly
• Set up Design Options.

de o
• Draw elements in each Design Option.
• Create views that show variations on the Design Options.

id w
rb ie
In this practice, you will create two Design Option Sets and

fo rev
several Options for each set. You will modify the elements in
each Design Option and create views that display the Options,
such as the one shown in Figure 1–56.

tly r
ric fo
st T
e EN
us C
re S
d yA
an b

Figure 1–56
d

• As Design Options are rarely used with the Autodesk Revit

ng e

system tools, MEP engineers can work through this practice

yi vid

to understand the process.

op ro

Task 1 - Set Up Design Options.

lc p

1. In the practice files folder, open Office-Entry-A.rvt.

Al ple

2. In the Manage tab>Design Options panel or in the Status Bar,

m

click (Design Options).

Sa

3. In the Design Options dialog box, in the Options Set area,

click New. A new Option Set and a primary option is created,
as shown in Figure 1–57.

1–32 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

n. nly
de o
id w
rb ie
fo rev
Figure 1–57

tly r
ric fo
4. Select Option Set 1 and in the Option Set area, click
Rename. In the Rename dialog box set its name as Main

st T
Roof and click OK.
e EN 5. Select Option 1 (primary) and in the Option area, click
Rename. Set its name as Shallow Slope.
us C

6. In the Option area, click New twice to add two more options
re S

and name them as Medium Slope and Steep Slope.

d yA

7. Create an additional Option Set as Entry Roof and three

options, as shown in Figure 1–58.
an b
d
ng e
yi vid
op ro
lc p
Al ple
m

Figure 1–58
Sa

8. In the Main Roof option set, select Medium Slope and click
Make Primary.

9. Close the Design Options dialog box.

© 2018, ASCENT - Center for Technical Knowledge® 1–33

 Autodesk Revit 2019: Collaboration Tools

Task 2 - Create Main Roof Design Options.

1. In the Design Options panel or in the Status Bar, in the Active

Design Option drop-down list, activate the Main Roof>
Medium Slope (primary) option. The main model is grayed

n. nly
out.

de o
2. Open the Floor Plans: Roof view.

id w
3. Draw a Roof by Footprint with a deep overhang, all edges
sloped, and a medium slope angle, as shown in Figure 1–59.

rb ie
fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA

Figure 1–59

4. When prompted to attach highlighted walls to the roof, select

an b

No. You are prompted only for the primary option and not for
other design options.
d
ng e

5. View the roof in a 3D view.

yi vid

6. Set the Active Design Option to Main Roof>Steep Slope.

The main model is grayed out and the medium sloped roof is
op ro

toggled off.
lc p

7. Return to the Floor Plans: Roof view.Draw a Roof by

Al ple

Footprint using a steep slope angle.

8. Repeat the process using the Shallow Slope Design Option

m

and a shallow roof slope.

Sa

9. Set the Active Design Option to Main Model. The primary

Medium Slope design option displays.

10. Save the project.

1–34 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

Task 3 - Create Entry Roof Design Options.

1. Set the Active Design Option to Entry Roof>Curved. The

main model and main roof are grayed out.

n. nly
2. Open the Floor Plans: Level 2 view.

3. Use Roof by Footprint to draw a curved flat roof over the

de o
entry area, as shown in Figure 1–60. You can use the Spline

id w
or Arc sketch options. Use a generic roof type.

rb ie
fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA

Figure 1–60

4. Create additional flat roofs similar to those shown in

an b

Figure 1–61 for the Angled and Stepped entry roof options.
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

Figure 1–61

5. Return the Design Option to the Main Model. The curved

roof displays as it is the primary design option that shows at
this level.

6. Save the project.

© 2018, ASCENT - Center for Technical Knowledge® 1–35

 Autodesk Revit 2019: Collaboration Tools

Task 4 - Create Views of Design Options.

1. Switch to a 3D view that displays both the main and entry

roofs. The primary option currently displays for each.

n. nly
2. Type VG to open the Visibility/Graphic Overrides dialog box.

3. In the Design Options tab, specify the Design Options for the

de o
sets as follows and click OK:

id w
• Main Roof - Medium Slope (primary)

rb ie
• Entry Roof - Curved (primary)

fo rev
4. Rename the 3D view shown in Figure 1–62, as Medium
Slope and Curved.

tly r
ric fo
st T
e EN
us C
re S
d yA
an b
d

Figure 1–62
ng e
yi vid

5. Duplicate the 3D view. Rename the view as Shallow Slope

and Stepped.
op ro

6. Open the Visibility/Graphic Overrides dialog box and in the

Design Options tab, specify the Design Options for the sets
lc p

as follows and click OK. The new layout displays, as shown

Al ple

in Figure 1–63.

• Main Roof - Shallow Slope

m

• Entry Roof - Stepped

Sa

1–36 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

n. nly
de o
id w
rb ie
fo rev
Figure 1–63

7. Repeat this with other combinations of the options if you have

time.

tly r
ric fo
8. Switch between the various views to see the differences.

st T
9. Save the project.
e EN
us C
re S
d yA
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

© 2018, ASCENT - Center for Technical Knowledge® 1–37

 Autodesk Revit 2019: Collaboration Tools

Practice 1e Use Design Options - Structural

Practice Objectives
• Set up Design Options.

n. nly
• Draw elements in each Design Option.
• Create views that show variations on the Design Options.

de o
In this practice, you will create two Design Options. You will

id w
modify the elements in each Design Option and create views that

rb ie
display the Options, such as the one shown in Figure 1–64.

fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA
an b
d
ng e
yi vid

Figure 1–64
op ro

Task 1 - Set Up Design Options.

lc p

1. In the practice files folder, open Office-Options-S.rvt.

Al ple

2. In the Manage tab>Design Options panel or on the Status

m

Bar, click (Design Options).

Sa

1–38 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

3. In the Design Options dialog box, in the Options Set area,

click New. A new Option Set and a primary option are
created, as shown in Figure 1–65.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
Figure 1–65
e EN 4. Select Option Set 1 and in the Option Set area, click
Rename. In the Rename dialog box, set the new name as
us C
Penthouse Roof and click OK.
re S

5. Select Option 1 (primary) and in the Option area, click

d yA

Rename. Set the name as Flat Roof.

6. In the Option area, click New twice to add two more options
an b

and rename them as A-Frame Roof and Arched Roof, as

shown in Figure 1–66.
d
ng e
yi vid
op ro
lc p
Al ple
m

Figure 1–66
Sa

7. Close the Design Options dialog box.

8. Save the project.

© 2018, ASCENT - Center for Technical Knowledge® 1–39

 Autodesk Revit 2019: Collaboration Tools

Task 2 - Add structural elements to Design Options.

1. In the Design Options panel or in the Status Bar, in the Active

Design Option drop-down list, activate the Flat Roof
(primary) option. The model is grayed out.

n. nly
2. Open the Structural Plans: Penthouse view.

de o
3. In the Status Bar, clear the Active Only option. This enables

id w
you to select elements that are not in the current design
option.

rb ie
fo rev
4. Select all of the structural elements but not the tags,
openings, and walls.

5. In the Manage tab>Design Options panel or the Status Bar,

tly r
ric fo
click (Add to Set).

st T
6. Switch to a 3D view that displays the elements in this design
e EN option, as shown in Figure 1–67.
us C
re S
d yA
an b
d
ng e
yi vid
op ro
lc p
Al ple

Figure 1–67
m

7. While still in the 3D view, switch to the A-Frame Roof design

Sa

option. The elements in the previous design option are also

available for this design option.

1–40 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

8. Create two additional penthouse roofs similar to those shown

in Figure 1–68 for the A-Frame Roof and Arched Roof
options.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
Figure 1–68
e EN 9. Return the Design Option to the Main Model. The flat roof
displays as it is the primary design option that shows at this
us C
level.
re S

10. Save the project.

d yA

Task 3 - Create Views of Design Options.

an b
d

1. Open the 3D view Front View. All of the building with the Flat
ng e

Roof (primary) design option should display.

yi vid

2. Duplicate the view and rename it Design Option Flat Roof.

op ro

3. Type VG to open the Visibility/Graphic Overrides dialog box.

lc p

4. In the Design Options tab, set the Design Option for the
Penthouse roof to Flat Roof (primary). Click OK and the
Al ple

view remains as is.

m

5. Duplicate this 3D view and rename it Design Option

A-Frame Roof.
Sa

© 2018, ASCENT - Center for Technical Knowledge® 1–41

 Autodesk Revit 2019: Collaboration Tools

6. In the Visibility/Graphic Overrides dialog box, change the

Design Option to A-Frame Roof. Click OK and note that the
building updates with the A-Frame Roof design option in
place of the flat roof as shown in Figure 1–69.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA

Figure 1–69

7. Repeat one more time creating a 3D View for the Arched

an b

Roof design option.

d
ng e

8. Switch between the various views to see the differences.

yi vid

9. Save the project.

op ro
lc p
Al ple
m
Sa

1–42 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

1.3 Working with Groups

Groups enable you to gather elements together to work as one
unit. They can be used multiple times in a project. For example, if
you are creating a hotel lobby, you can create a seating group,

n. nly
as shown in Figure 1–70, and then copy the group rather than
place the individual furniture components.

de o
Groups are rarely used

id w
in MEP projects, as

rb ie
systems do not work in

fo rev
groups.

tly r
ric fo
st T
e EN
us C
Figure 1–70
re S

There are three types of groups:

d yA

• Model Groups: Consists of model elements only.

an b

• Detail Groups: Consists of detail or annotation elements

only, including detail components, dimensions, tags, etc.
d
ng e

• Model Groups with Attached Detail Groups: Consists of a

yi vid

model group with the associated detail group attached to it.

op ro

• Model groups can be scheduled including the Count, Types,

Reference Level and Origin Level Offset, as shown in
lc p

Figure 1–71
Al ple
m
Sa

Figure 1–71

© 2018, ASCENT - Center for Technical Knowledge® 1–43

 Autodesk Revit 2019: Collaboration Tools

Creating You can create groups by selecting elements and then using the
Group command or by starting the command first and then
Groups adding the elements to the group. If you start the command first,
anything you insert or draw during the process of creating the
group is added to it.

n. nly
How To: Create a Group using Preselected

de o
Elements

id w
1. Select the elements you want to include in the group.

rb ie
2. In the Modify | Multi-Select tab>Create panel, click

fo rev
(Create Group) or type GP.
If only Detail elements 3. Enter a name in the Create Model Group dialog box, as
are selected, a similar shown in Figure 1–72. If you want to modify the group before

tly r
dialog box opens. If you creating it, select Open in Group Editor.

ric fo
select both Model and
Detail elements, you are

st T
prompted to name both
e EN
the Model Group and
the Attached Detail
us C
Group.
re S
d yA

Figure 1–72
an b

4. Click OK to create the group.

d

5. By default, the group origin is at the center of the group. Click

ng e

and drag the origin to a new location, as shown in

yi vid

Figure 1–73. The new origin is used by any new instances of

the group.
op ro
lc p
Al ple
m
Sa

Figure 1–73

1–44 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

• Most elements can be grouped, including walls, components,

and annotation, as long as the elements are compatible with
each other.

• If you include a window, door, or other host-based element in

a group, you need to place it on the type of host it is looking

n. nly
for.

de o
How To: Create a Group and Add Elements

id w
1. In the Architecture or Structure tab>Model panel, expand

rb ie
fo rev
(Model Group) and click (Create Group).
2. In the Create Group dialog box, name the group and specify
the type of group, either Model or Detail, as shown in

tly r
Figure 1–74.

ric fo
st T
e EN
us C
re S
d yA

Figure 1–74
an b

3. Click OK.
4. The Group Editor opens with the Edit Group panel, as shown
d

in Figure 1–75.
ng e
yi vid

Elements that are not

part of the group are
op ro

grayed out.
lc p
Al ple
m
Sa

Figure 1–75
5. Add elements to the group.

• Click (Add) or type AP and select any existing elements

you want to include in the group.

© 2018, ASCENT - Center for Technical Knowledge® 1–45

 Autodesk Revit 2019: Collaboration Tools

The type of elements • Anything you draw or insert while in the Group Editor is
that you can select or added to the group.
insert depends on the
Group Type (Model or • You can copy elements which become part of the group.
Detail).

n. nly
• Click (Remove) or type RG to remove existing elements
from the group. The elements are not removed from the

de o
project unless you delete them.

id w
• To add or remove multiple elements from the group, hold

rb ie
<Ctrl> when selecting the elements.

fo rev
• Click (Attach) or type AD to add detail elements to a
model group. The Create Model Group and Attached Detail

tly r
Group dialog box displays as shown in Figure 1–76. The

ric fo
Model Group Name is preset and you are required to add the
Attached Detail Group Name.

st T
e EN
You cannot select detail
elements with Add
us C
when editing a model
group.
re S
d yA
an b
d
ng e
yi vid

Figure 1–76
op ro
lc p

Using Groups You can add groups to a project by selecting them in the Project
Browser, in the Groups node, and dragging them into the view,
Al ple

in a Project as shown in Figure 1–77. You can also use the Place Group
commands.
m
Sa

Figure 1–77

1–46 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

• If a model group has a detail group, you need to attach it

separately.

How To: Add Groups from the Ribbon

n. nly
1. Model Groups: In the Architecture or Structure tab>Model
panel, expand

de o
(Model Group) and click (Place Model Group).

id w
Detail Groups: In the Annotate tab>Detail panel, expand

rb ie
(Detail Group) and click (Place Detail Group).

fo rev
2. In Properties, in the Type Selector, select the group you want
to add.
3. Click in the drawing screen to place the group. You can add

tly r
multiple copies.

ric fo
• If you selected a model group with a hosted element (such as
a door or window) that does not include the host (wall), you

st T
can only place one group at a time.
e EN
• In some cases, when there are hosted and non-hosted
us C
elements in the same group, pick in the model to place the
group and then move it so that the hosted element is on the
re S

correct host as shown in Figure 1–78. In the Modify | Model

d yA

Groups tab>Edit Pasted panel, click (Finish).

an b
d
ng e
yi vid
op ro
lc p
Al ple
m

Figure 1–78
Sa

How To: Attach Detail Groups to Model Groups

1. Select a model group that has a related detail group.
2. In the Modify | Model Groups tab>Group panel, click

(Attached Detail Groups).

© 2018, ASCENT - Center for Technical Knowledge® 1–47

 Autodesk Revit 2019: Collaboration Tools

3. In the Attached Detail Group Placement dialog box, select the

detail groups that you to want attach to the model group, as
shown in Figure 1–79.

n. nly
de o
id w
Figure 1–79

rb ie
4. Click OK.

fo rev
• Remove detail groups from the model group by following the
same process, but clearing the checkmark next to the group

tly r
name in the dialog box.

ric fo
st T
Modifying Groups can be copied, moved, mirrored, and rotated like most
e EN
Groups
elements in the program. You can also cut, copy, and paste them
to the clipboard. Individual instances of groups can be changed,
but you can also change a group definition that impacts all
us C
instances of that group.
re S

• If you no longer want an instance of a group to act as a

d yA

group, as shown in Figure 1–80, select it and click

an b

(Ungroup) in the Group panel or type UG.

d
ng e
yi vid
op ro
lc p
Al ple

Grouped Ungrouped
m

Figure 1–80
Sa

• To delete a group definition from the project, you must first

delete all instances of the group in the project. You can then
select the group name in the Project Browser, right-click, and
select Delete.

• To modify individual instances of a group, use <Tab> to select

one element in a group. Then, click on the Group Member
icon (as shown in Figure 1–81), to remove the element from
that instance of the group

1–48 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

n. nly
Figure 1–81

de o
• To replace one group with a different group, select a group. In
Properties, select another group’s name, as shown in

id w
Figure 1–82. The selected groups are replaced.

rb ie
fo rev
If you are replacing
groups, it helps to match
the groups’ origin and

tly r
rotation.

ric fo
st T
e EN
us C
Figure 1–82
re S

• To make duplicates of groups, in the Project Browser, Groups

d yA

node, right-click on the group and select Duplicate, or in

Properties, click (Edit Type) and Duplicate.... When you

an b

have copied the new group, make any changes as shown in

d

Figure 1–83.
ng e
yi vid
op ro
lc p
Al ple

Group 1 Copy of Group 1

m

Figure 1–83
Sa

• To modify all instances of a group definition, in the Modify |

Model Groups tab>Group panel, click (Edit Group) or

type EG. In the Group Editor, make changes to the group as
required. Use the floating Edit Group toolbar to add, remove,
and attach elements.

• To change the name of a group, right-click on the group in the

Project Browser and select Rename.

© 2018, ASCENT - Center for Technical Knowledge® 1–49

 Autodesk Revit 2019: Collaboration Tools

Groups in Other You can save groups to a project file to use in other projects.
Groups can also be converted to links. This creates an additional
Projects project file but also changes the group in your project to link to
the new project file.

n. nly
How To: Save a Group as a File

de o
1. In the File tab, expand (Save As), expand

id w
(Library), and click (Group).

rb ie
2. In the Save Group dialog box, in the Group To Save

fo rev
drop-down list, select a group as shown in Figure 1–84.

Alternatively, right-click
on the group name in

tly r
ric fo
the Project Browser and
select Save Group.

st T
e EN
us C
Figure 1–84
re S

3. Navigate to the folder in which you want to store the group.

d yA

4. Click Save.
an b

How To: Use a File as a Group in a Project

d

1. Open the file in which you want to load the group.

ng e
yi vid

2. In the Insert tab>Load from Library panel, click (Load As

Group).
3. In the Load File as Group dialog box, navigate to the folder in
op ro

which the file is stored and select the file.

lc p

4. Click Open. The file is added as a group definition in the

current project.
Al ple

5. Insert the group in the project using one of the methods for
placing a group.
m

• Any Autodesk® Revit® project or family file can be loaded as

Sa

a group.

• Because a group can be saved as a standard RVT project

file, the groups can be edited externally from any project.

1–50 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

• When you reload the group into a project, an alert box opens
if you are loading a file with the same name as an existing
group in your project, as shown in Figure 1–85.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN
Figure 1–85
us C
• Click Yes to replace all instances of the group with the
re S

new information.
d yA

• Click No to bring in the group with a new name

incremented from the previous name.
• Click Cancel to stop the process.
an b
d

How To: Use an Open File as a Group in Another

ng e

Open File
yi vid

1. Open a project file in which you want to place a group.

op ro

2. Open the file that you want to use as a group.

3. In the Architecture or Structure tab> Model panel, expand
lc p
Al ple

(Model Group) and click (Load as Group into Open

Projects).
4. In the Load into Projects dialog box, select the projects into
m

which you want the currently active project to be loaded as a

Sa

group.
5. Click OK. The group is now available for use in the other
projects.

© 2018, ASCENT - Center for Technical Knowledge® 1–51

 Autodesk Revit 2019: Collaboration Tools

How To: Convert a Group to a Link

1. Select the group that you want to convert to a link.
2. In the Modify | Model Groups tab>Group panel, click

(Link).

n. nly
3. In the Convert to Link dialog box shown in Figure 1–86,
select the method that you want to use.

de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA

Figure 1–86
an b

4. If you create a new project file, the Save Group dialog box
opens. Specify the name and location of the file and click
d

Save. The group becomes a linked model in the host project.

ng e
yi vid

5. If you replace it with an existing project file, the Open dialog

box opens. Locate the file you want to use to replace the
op ro

existing group, and click Open. The new project file becomes
a linked model in the host project.
lc p
Al ple
m
Sa

1–52 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

Practice 1f Work with Groups - Architectural

Practice Objectives
• Create a group.

n. nly
• Place instances of a group in a project.
• Edit a group definition.

de o
• Modify an instance of a group.

id w
In this practice, you will group components, copy the group,

rb ie
modify the group, and modify one instance, as shown in

fo rev
Figure 1–87. You will also save the group to be used in another
project.

tly r
ric fo
st T
e EN
us C
re S
d yA
an b
d
ng e
yi vid

Figure 1–87
op ro

Task 1 - Create a Group.

lc p

1. In the practice files folder, open Testing-Room-A.rvt.

Al ple

2. Add the component Desk: 60" x 30" against the left back
m

wall.
Sa

3. Place a Chair-Executive in front of the desk and a Cube

Click (Thin Lines) in Panel: 60” x 66” to the right of it. These components are
the Quick Access already loaded into the project.
Toolbar to help you see
the exact placement of
the panel.

© 2018, ASCENT - Center for Technical Knowledge® 1–53

 Autodesk Revit 2019: Collaboration Tools

4. Place a window with a tag in the wall directly in front of the

desk, as shown in Figure 1–88.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
Figure 1–88

st T
5. Select the three components, the window, and the tag.
e EN 6. In the Modify | Multi-Select tab>Create panel, click
us C
(Create Group).
re S

7. Name the Model Group as Test Station, and the Attached

d yA

Detail Group as Tags, as shown in Figure 1–89.

an b
d
ng e
yi vid
op ro
lc p
Al ple
m

Figure 1–89
Sa

1–54 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

8. Click on the Modify Group Origin control and drag it to the

upper left corner of the desk, as shown in Figure 1–90.

n. nly
de o
id w
rb ie
fo rev
tly r
Figure 1–90

ric fo
st T
Task 2 - Place Instances of the Group.
e EN
1. In the Architecture tab>Model panel, expand (Model
us C
re S

Group) and click (Place Model Group).

d yA

2. In the Type Selector, verify that the name of the current group
is Test Station.
an b

Because this is a model 3. Place a copy of the group directly to the right of the original
d

group that includes group. Everything but the tag should be inserted.
ng e

hosted elements (the

yi vid

window) without the

4. Click (Finish) to complete the process.
host element (the wall),
you can only place one
op ro

5. Select the new group.

group at a time.
lc p

6. In the Modify | Model Groups tab>Group panel, click

Al ple

(Attached Detail Groups).

7. In the Attached Detail Group Placement dialog box, select the

m

Floor Plan: Tags detail group and click OK. The tag is added
Sa

to the instance of the group.

© 2018, ASCENT - Center for Technical Knowledge® 1–55

 Autodesk Revit 2019: Collaboration Tools

Task 3 - Edit the Group Definition.

1. The current group is still selected. In the Modify | Model

Groups tab>Group panel, click (Edit Group).

n. nly
2. In the Group Editor, in the floating Edit Group panel, click

de o
(Remove).

id w
3. Select the window to remove it from the group.

rb ie
fo rev
4. Click (Finish).

5. The windows are no longer involved in the groups but they

tly r
are still in the drawing. A warning box opens indicating that

ric fo
the attached detail group is removed, as shown in
Figure 1–91. Click OK.

st T
e EN
us C
re S
d yA
an b
d
ng e
yi vid

Figure 1–91

6. Place two more copies of the model group Test Station in the
op ro

project. The new groups do not include the window.

lc p
Al ple
m
Sa

1–56 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

Task 4 - Modify an Instance of a Group.

1. The last group does not need the last cubicle wall. Hover
over the element that you want to exclude, press <Tab> until
it highlights, and select the element, as shown in

n. nly
Figure 1–92.

de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN
us C
re S
d yA

Figure 1–92

2. Click the icon to only exclude the wall from that group. Click
an b

in empty space to complete the process. The cubicle wall is

only excluded from that group.
d
ng e
yi vid

Task 5 - Save the Group as a File.

op ro

1. In the Project Browser, in the Groups>Model node>

right-click on the Test Station group name and select Save
lc p

Group.
Al ple

2. In the Save Group dialog box, navigate to your practice files

folder and save the group with the same name as the group.
m

3. Save and close the project.

Sa

© 2018, ASCENT - Center for Technical Knowledge® 1–57

 Autodesk Revit 2019: Collaboration Tools

Practice 1g Work with Groups - Structural

Practice Objectives
• Create a group of model and annotation elements.

n. nly
• Add copies of the group to a project.
• Modify the elements of one group.

de o
In this practice, you will place bracing in a framing elevation and

id w
then group the bracing and its associated tags as shown in

rb ie
Figure 1–93. You will also add the group to another bay and copy
it to further bays. You will ungroup and modify one group and use

fo rev
the elements to create another group.

tly r
ric fo
st T
e EN
us C
re S
d yA
an b

Figure 1–93
d
ng e
yi vid

Task 1 - Add bracing.

1. In the practice files folder, open

op ro

Syracuse-Suites-Groups-S.rvt.
lc p

2. Open the Elevations (Framing Elevation): West Bracing

Al ple

view.

3. Zoom in to display the 00 GROUND FLOOR and TOS-1ST

m

FLOOR level heads.

Sa

4. In the Structure tab>Structure panel, click (Brace).

5. In the Modify | Place Brace tab>Tag panel, click (Tag on

Placement) to toggle it on.

1–58 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

6. In the Type Selector, select HSS Hollow Structural Section:

HSS6X6X.500.

7. Draw from the midpoint of the beam located on the 1st Floor
to the centerline of the column at the base, as shown in
Figure 1–94. Do the same on both sides.

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
e EN Figure 1–94
us C
8. Press <Esc> or click (Modify) to end the command.
re S
d yA

Task 2 - Create and place groups.

1. Select the braces and the tags.

an b
d

2. In the Modify | Multi Select tab>Create panel, click

ng e

(Create Group).
yi vid

3. Name the groups Brace Frame A-Model and Brace Frame

op ro

A-Tags, as shown in Figure 1–95.

lc p
Al ple
m
Sa

Figure 1–95

© 2018, ASCENT - Center for Technical Knowledge® 1–59

 Autodesk Revit 2019: Collaboration Tools

4. Click OK.

5. Move the blue control to the lower left corner, as shown in

Figure 1–96, to change the insertion point of the group.

n. nly
de o
id w
rb ie
fo rev
Figure 1–96

6. In the Structure tab>Model panel, expand (Model Group)

tly r
ric fo
and click (Place Model Group).

st T
7. In the Type Selector, verify that the name of the current group
e EN is Brace Frame A - Model.

The group moves into 8. In the Modify | Model Groups tab>Edit Pasted panel, click
us C
the correct location
re S

once you complete the (Finish).

process.
d yA

9. Select the group. In the Modify | Model Groups tab>Group

panel, click (Attached Detail Groups).

an b
d

10. In the Attached Detail Group Placement dialog box, select

ng e

Elevation: Brace Bay A-Tags.

yi vid

11. Click OK. The bracing is labeled.

op ro

12. Select both the brace group and the attached detail group.
lc p

13. In the Modify | Multi-Select tab>Modify panel, click

Al ple

(Copy).

14. In the Options Bar, select Multiple and Constrain (this

m

forces the copy to only move horizontally or vertically).

Sa

15. Copy the groups to every level up to the 13th floor.

1–60 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

16. Zoom in on the 13th Floor bay, as shown in Figure 1–97. This
bay requires a modification because of the difference in
elevation.

n. nly
de o
id w
rb ie
fo rev
Figure 1–97

17. Select the bracing, and in the Modify | Model Groups tab>

tly r
ric fo
Group panel, click (Ungroup).

st T
18. Modify the braces so that they extend up to the framing, as
e EN shown in Figure 1–98.
us C
re S
d yA
an b
d
ng e

Figure 1–98
yi vid

19. Select the revised braces and tags. Create two groups
named Brace Frame B-Model and Brace Frame B-Tags.
op ro

20. Save the project.

lc p
Al ple
m
Sa

© 2018, ASCENT - Center for Technical Knowledge® 1–61

 Autodesk Revit 2019: Collaboration Tools

Chapter Review Questions

1. When you want to demolish some elements, as shown in
Figure 1–99, in what phase should the elements be?

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
Figure 1–99

st T
a. New Construction
e EN b. Existing
c. Demolition
us C
re S

2. When creating a view that displays the Phase New

Construction along with the existing and demolished
d yA

elements, as shown in Figure 1–100, which of the Phase

Filters do you use?
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

Figure 1–100
a. Show All
b. Show Complete
c. Show Previous + New
d. Show Previous Phase

1–62 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

3. What is the difference between Option Set and Option, as

shown in Figure 1–101?

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
Figure 1–101

st T
e EN a. You can have multiple Options but only one Option Set.
b. You can have multiple Options without any Option Set.
us C
c. You can have multiple Option Sets without any Options.
re S

d. You can have multiple Option Sets with multiple Options

d yA

in each set.
4. What method do you use to set up a view to display specific
an b

Design Options?
d

a. Set the Active Design Option.

ng e

b. Select the Primary Design Option in the Design Options

yi vid

dialog box.
c. Open the Visibility/Graphics dialog box and select the
op ro

options.
lc p

d. Right-click in the view and select Override Graphics in

view>By Element.
Al ple

5. Which are the type of groups that can be created in the

m

Autodesk Revit software? (Select all that apply.)

a. Annotative
Sa

b. Component
c. Detail
d. Model

© 2018, ASCENT - Center for Technical Knowledge® 1–63

 Autodesk Revit 2019: Collaboration Tools

6. While in the Group Editor, how do you add tags to an existing

group, as shown in Figure 1–102, so that it creates a related
detail group?

n. nly
de o
id w
rb ie
fo rev
tly r
ric fo
st T
Figure 1–102
e EN a. Drag and drop the tags group from the Project Browser on
to the group.
us C

b. In the Edit Group panel, click

re S

(Add) and select

existing tags.
d yA

c. In the Edit Group panel, click (Attach) and specify the

an b

tags group.
d
ng e

d. Add the tags using (Tag by Category).

yi vid

7. You can use the contents of an entire open project as a group

in another project.
op ro

a. True
lc p

b. False
Al ple
m
Sa

1–64 © 2018, ASCENT - Center for Technical Knowledge®

 Phasing, Design Options, and Groups

Command Summary
Button Command Location
Phases

n. nly
Demolish • Ribbon: Modify tab>Geometry panel

de o
Phases • Ribbon: Manage tab>Phasing panel

id w
rb ie
Design Options

fo rev
Active • Ribbon: Manage tab>Design Options
Design panel
Option • Status Bar

tly r
ric fo
Add to Set • Ribbon: Manage tab>Design Options
panel

st T
• Status Bar

e EN Design
Options
• Ribbon: Manage tab>Design Options
panel
• Status Bar
us C
Pick to Edit • Ribbon: Manage tab>Design Options
re S

panel
d yA

Groups
Add to Group • Floating Panel: Edit Group
an b

• Shortcut: AP (when a group is in edit

mode)
d

Attach Detail • Floating Panel: Edit Group

ng e

• Shortcut: AD (when a group is in edit

yi vid

mode)
Attached • Ribbon: Modify | Model Groups tab>
op ro

Detail Group panel

Groups
lc p

Create Group • Ribbon: Annotate tab>Detail panel>

(Detail) expand Detail Group
Al ple

• Shortcut: GP
Create Group • Ribbon: Modify contextual tab>Create
m

(elements panel
selected)
Sa

• Shortcut: GP
Create Group • Ribbon: Architecture or Structure tab>
(Model) Model panel>expand Model Group
• Shortcut: GP
Edit Group • Ribbon: Modify | Model (or Detail)
Groups tab>Group panel
• Shortcut: EG (when a group is selected)

© 2018, ASCENT - Center for Technical Knowledge® 1–65

 Autodesk Revit 2019: Collaboration Tools

Load as • Ribbon: Insert tab>Load from Library

Group panel

Load as • Ribbon: Architecture or Structure

Group into tab>Model panel> expand Model Group
Open

n. nly
Projects
Place Detail • Ribbon: Annotate tab>Detail panel>

de o
Group expand Detail Group

id w
Place Model • Ribbon: Architecture or Structure

rb ie
Group tab>Model panel> expand Model Group

fo rev
Remove from • Floating Panel: Edit Group
Group • Shortcut: RG (when a group is in edit
mode)

tly r
Ungroup • Ribbon: Modify | Model (or Detail)

ric fo
Groups tab>Group panel
• Shortcut: UG (when a group is

st T
selected)
e EN
us C
re S
d yA
an b
d
ng e
yi vid
op ro
lc p
Al ple
m
Sa

1–66 © 2018, ASCENT - Center for Technical Knowledge®