Shared Parameters in Revit View Filters

Here is another Revit Gotcha for young and old: 

Family Editor Shared Parameters

If you add a new Shared Parameter in the family editor, you might expect that parameter to be available in a project in all situations.  You would be wrong!

Shared Parameters created in the family editor, and then loaded into a project have two entirely different (inconsistent) behaviours:

• In Schedules, the shared parameters will automatically be available to add as fields

• In View Filters, the family shared parameters will not be available to add as fields

This is quite confusing and inconsistent.  It can also catch you out, however experienced with Revit you might be - as I recently discovered when demonstrating how to create View Filters to a client

Schedules

If you create a new schedule  for the category of the recently loaded family, the Shared Parameter is automatically available in the list of available fields - as you might expect:  it is one of their mystical powers.

View Filters

Try the same trick with View Filters and you will probably get a nasty surprise

 

 Workaround

To make the shared parameters available for use in View Filters, you have to add them (again) as Project Parameters.

 

  

 

View Filter

If you go back to the View Filter definition, you will see that the Shared Parameter is now available as a field to be added.

As a BIM Manager, I would once have known about this Revit inconsistency - but I just plain forgot!  There is no way we can remember all of the inconsistencies.  And why should we have to?

Fortunately, Autodesk are slowly addressing some of these irritations - but it is such a laborious process.

System Volume Parameter in Generic Category Families

 Here in New South Wales, Australia, we have a planning requirement (SEPP65) to provide a certain amount of storage in multi-unit residential developments.  Some of that storage can be in the apartment itself, and some can be in storage cages/cupboards in the basement.

The storage has to be calculated by volume per apartment - this means that we have to create schedules that combine the storage cupboards in apartments with the cages in the basement.  Thus we need to create objects of different shapes and sizes in the model.

There are several ways to calculate the volumes from these objects, but surely the simplest way would be to use Revit's automatic volume calculation properties?

System Volume Property

You would think that Revit would be able to report back the volume of any object in your model.  It is a database, right?

It turns out that it can do so, to a very limited extent - and of course that leads to restrictions and frustrations.

It seems that only cetain category objects can report their volume, and then there may be further restrictions on scheduling or tagging:

By Category

• Many of the system families do have a "Volume" property

• But you would not want to create storage cages or cupboards by mis-using those categories?  No, you would not!

• Logically you would use the Casework category for cupboards - but sadly that category does not have a volume property.
• The same applies for most loadable family categories.

• You could use the Mass category, but that is not sensible either, because that should be reserved for creating building massing models - if you start mis-using that category it will surely make life difficult (not least with visibility issues).

• Rooms do have volume properties, although that can depend on project settings - see below.
• Rooms are also not an ideal way to model such things as high-level storage cupboards!

•  That leaves us with one last option (that I know of):  the Generic category.

• For many years in Revit, generic families did report a Volume property (automatically calculated from the volume of all solid objects in the family).
• However, it was not originally possible to schedule this property

 

• In Revit 2014, Autodesk enabled the ability to schedule this Volume property.
• This was one of my few successes with lobbying Autodesk to include one small new feature in Revit, that would make a big difference to us.
• Sadly they ignored my pleas to also enable this property to be tagged.

Generic Families

Prior to v2014, we created a range of storage families that did the volume calculations as formulas within the families - so that we could schedule and tag the volumes.

When it comes to basement storage cages, the shapes often become quite complex as they have to wrap around columns or need angled sides.

This led to some quite complex formulas that needed to take into account optional cutouts to the shapes, and to allow for overlapping cutouts.

Fortunately all these calculations became redundant with v2014, as we can now use the system calculated "Volume" parameter to schedule storage volumes.

Except . . . . . When a project requires the storage to be tagged on drawings.

Room Volumes

Rooms do have the ability to calculate and report their volume, and it may be easier to create basement storage cages as rooms with cage walls to enclose them.  This would allow any shaped area without having to create a range of families.

However, this becomes problemmatic when you need to create one schedule that combines the basement storage cages (Rooms) with in apartment storage cupboards (Generic category families).

Room volume calculations also have some quirks, that depend on project-wide settings:

• Rooms have a height property - this is used for the system calculated volume.
• However, it will not work if Rooms are set to only calculate Areas (not Volume)
• This project-wide setting is generally recommended as it makes the project performance noticeably faster - the menu even tells you that (and it is true)

 

• If you enable Areas and Volume calculation you will get the volumes being reported, but a slower project.
• If you need to do this anyway, then it is no extra overhead for calculating room storage.

Room Volumes are calculated at Wall Finish, regardless of the Room Area settings.

• This can be complicated if you need room areas to be calculated to wall centrelines.
• More on this in another blog post . . . .

Inconsistent Units Settings UI in Revit

There are several very different ways of getting to Units Settings in the Revit User Interface.  Most of them are not very intuitive - and certainly they are totally different from each other.

Project Unit Settings

There are 3 different icons on the 'Manage' ribbon, depending on your screen resolution and size:

Largest resolution or screen

 If you are operating on a laptop or low resolution, the icon automatically reduces in size, and you may or may not get a text description:

Medium resolution or screen

Smallest resolution or screen

Once you click on the Project Units icon it takes you to the units dialog box, which has a list of different kinds of units:

Once you choose a particular unit type, it gives the project-wide 'Format' settings for that type.  Since this is the project settings, the checkbox at the top is greyed out.   Some of the checkboxes are related only to imperial measurements so would always be greyed out for metric users.

This dialog box is the one common UI that appears for all methods of accessing units - but different items are greyed out in each situation that the dialog box appears.

Dimension Units

• Select a Dimension in the project 
• Click on Edit Type

• Click on the Units Setting property

• This takes you to the Units Format dialog box where you can override the project settings

Alternatively you can access this units dialog box from the Annotation ribbon:

• Click on the Dimensions drop-down arrow

• Select the kind of dimension you want

Schedule Units Settings

• In the Schedule Properties, go to the 'Formatting' tab
• Select a field (on the left)
• Click on the 'Field Format...' button on the right

• Once you click on this, you get the standard Units dialog box
• Typically the 'Use default settings' checkbox is ticked 
• You can untick it if you want to over-ride the project settings

Tag Units Settings

Refer to Revit's Most Hidden Commands (part 2) for more detail on this.  It is quite tricky to find this setting:

• Edit the tag family
• Select and Edit a label

• The parameter in the label may look like it is selected (on the left), but it is probably not
• Select the relevant parameter (on left, even though it shows on the right)

• The 'Properties' icon (a hand) will be enabled
• Click on it

• Finally you get to the units settings, which is normally defaulted to 'Use project settings'

• It is not possible to get to this unit override setting within the project environment (unlike dimensions and schedules)

Summary

Here we have at least 4 completely different ways to access Revit units settings:

Method 1 (Ribbon in the project ):

Method 2 (Dimension Type properties in the project ):

or

Method 3 (Schedule formatting properties in the project ):

Method 4 (Tag properties in the Family Editor ):

Why does something so simple have to be so inconsistent, and complicated ?

Travel Path Update in Revit 2020.1

Following on from my posts about Revit 2020 on Path of Travel and Follow Up :

With the release of Revit 2020.1, we have been given four minor improvements to the new (2020) 'Path of Travel' feature in Revit.  Welcome as they are, these improvements do not address any of the fundamental shortcomings of the tool, which seems like a missed opportunity:

1. Start and End Points of travel paths can be dragged.
2. Reveal Obstacles toggle.
3. To and From Room properties have been enabled (these were previously just blank instance properties in 2020).
4. Two new Dynamo nodes for Travel Paths (presumably new API capabilities allow this?)

Start and End Points

If you select an existing 'Path of Travel' element (which behaves like a polyline detail line) it now displays a blue grip-handle dot at each end.

• Select the grip-handle and drag it to a new location - while doing so, Revit displays a moving straight line directly between the cursor and the other end of the path.

• Once you let go the grip-handle in its new location, Revit recalculates the path of travel

• Associated properties, schedules and tags will also be updated.

This is a very welcome little change to behaviour - if you tried this with the original vesion (2020), it just moved the whole path of travel.  However, this is only a small usability enhancement.

The fundamental issues it does not deal with include:

• Still no ability to choose, change or control where the actual path goes (apart from adding/removing obstacles).  In order to do this, we would need to be able to somehow nominate additional points along the path, which it must go through.
  [Edit. * NB. Revit 2020.2 improves on this]
• No ability to make the path orthogonal (in Australia I have never needed that, but comments on my last blog post indicated a requirement for this in North America)
  [Edit. * NB. Revit 2020.2 improves on this]
• No ability to deal with sloping floors, level changes (split level), stairs.
• No ability to prevent the path going through a very narrow opening (430mm or 1' 5") - more on this in another blog post.

NB. Given that the default selection colour in Revit is dark blue, and the grip-handles are mid/dark blue, it is pretty hard to even notice this new feature.  I would recommend changing your options for selection (and pre-selection) colours to something other than blue. 

Incidentally, which *!@*&#$ at Autodesk thought it was a good idea to make the selection and pre-selection colours the same (both dark blue)!

Reveal Obstacles toggle

This is a useful new tool for figuring out why your path of travel is not behaving as expected.  Again, this does not address fundamental shortcomings - such as:

• What do you need to do when Revit fails to generate (or update) a path at all.

This new feature has a few quirks in behaviour - as detailed in another blog post.


[Edit. Revit 2020.2 further improves on 2020.1]