Understanding Custom Parameters in Revit

00:01

Understanding Custom Parameters in Revit.

00:05

Custom parameters can be created in a project using global and project parameters.

00:11

In families, you can create parametric labels and other family parameters.

00:16

But the most powerful type of custom parameters is the shared parameter.

00:21

And this can be used both in projects and families and with schedules and tags.

00:28

So let's jump into Revit to look at these custom parameters.

00:32

First, we're going to look at global parameters.

00:36

Global parameters are created in projects and are typically used for dimension and formulas.

00:42

Notice I'm in the ground floor plan, and down in the View Control bar, there's an icon for revealing constraints.

00:52

When I click on that, I zoom into the exam rooms, and you'll notice these dimensions in a red tone.

00:59

And these are the global dimension constraints.

01:03

Notice that we've assigned the exam room width to each exam room.

01:08

So I can click on one, and I have my edit button. So, I can edit that global constraint.

01:15

And in the global parameters, I can change the value simply by clicking on it,

01:21

and typing "10 space 6" which Revit interprets as 10 foot 6.

01:28

I click "Apply," and "OK".

01:30

And now you notice that all the exam rooms that have that global parameter assigned to it are now 10 foot 6.

01:40

Now that's quite a drastic change. So I'm simply going to undo that to revert back to the original dimension.

01:49

Also notice over here that the length of the exam rooms is in red.

01:54

So this 12 feet is also a constraint.

01:57

Another way of getting to the global parameters is by going to the Manage tab

02:03

and clicking on Global Parameters.

02:06

And the same dialog box opens, I no longer need to see these constraints.

02:11

So back on the View Control Bar, I disable my Reveal Constraints.

02:18

When I go to the Manage tab, I can select Project Parameters.

02:24

And if I go to the New Parameter, notice that I have Parameter Types, which are for Project Parameters.

02:31

And these can appear in schedules but not in tags.

02:35

And Project Parameters are used only for this particular project.

02:39

Whereas shared parameters can be used in multiple projects and families,

02:44

they can be exported to an ODBC file, and they can appear in schedules and in tags,

02:51

these are much more useful. Project parameters are used seldom.

02:56

In later exercises, we'll look at how to set up project parameters and shared parameters.

03:01

So for now, we'll just cancel out of that, or family parameters.

03:06

Let's double-click on one of these casework elements that launches our Family Editor.

03:14

I'm going to go to my floor plan view, the reference level.

03:19

And here you will note that there are some dimensions that have labels next to them.

03:23

For example, width, and depth.

03:26

And these control the parametric nature of these families.

03:31

If I click on one of these dimensions, notice that it is a label,

03:37

these are the different labels that I have in my family.

03:43

Label is yet another term for parameter.

03:47

There are additional parameters in this family, and I can access them by going to my Family Types.

03:56

If I click on the Edit button, notice that the width is a built-in parameter, and I can't modify anything within it.

04:04

Although I can change the value if I scroll down to other information.

04:11

Notice I have my manufacturer phone. If I added this, this is a family parameter.

04:19

So it cannot appear in schedules or tags.

04:22

So it's really only accessible in the family.

04:26

It is also a type parameter.

04:28

So all the casework for this particular type will have the same manufacturer's phone number, which makes sense.

04:36

If I scroll up to material, and I edit this, this material is part of a shared parameter.

04:43

And as I mentioned earlier, this is really one of the most useful types of parameters.

04:49

However, it does take some effort to coordinate this.

04:53

This is also a type material.

04:56

So therefore, all the panel materials for this family will be the same. So I click OK.

05:03

Another thing that we can do in this Family Types is to create new types.

05:07

So therefore, I would have different types of casework belonging to this one family. I'm going to cancel out of this.

05:15

Let's close out this Family Editor.

05:19

We haven't made any changes.

05:20

To summarize, to create custom parameters is really the best way to make your building information model more useful.

05:29

We can add custom parameters for dimensions, model elements, and families, and these can be referenced in schedules, tags, et cetera.

Video transcript

00:01

Understanding Custom Parameters in Revit.

00:05

Custom parameters can be created in a project using global and project parameters.

00:11

In families, you can create parametric labels and other family parameters.

00:16

But the most powerful type of custom parameters is the shared parameter.

00:21

And this can be used both in projects and families and with schedules and tags.

00:28

So let's jump into Revit to look at these custom parameters.

00:32

First, we're going to look at global parameters.

00:36

Global parameters are created in projects and are typically used for dimension and formulas.

00:42

Notice I'm in the ground floor plan, and down in the View Control bar, there's an icon for revealing constraints.

00:52

When I click on that, I zoom into the exam rooms, and you'll notice these dimensions in a red tone.

00:59

And these are the global dimension constraints.

01:03

Notice that we've assigned the exam room width to each exam room.

01:08

So I can click on one, and I have my edit button. So, I can edit that global constraint.

01:15

And in the global parameters, I can change the value simply by clicking on it,

01:21

and typing "10 space 6" which Revit interprets as 10 foot 6.

01:28

I click "Apply," and "OK".

01:30

And now you notice that all the exam rooms that have that global parameter assigned to it are now 10 foot 6.

01:40

Now that's quite a drastic change. So I'm simply going to undo that to revert back to the original dimension.

01:49

Also notice over here that the length of the exam rooms is in red.

01:54

So this 12 feet is also a constraint.

01:57

Another way of getting to the global parameters is by going to the Manage tab

02:03

and clicking on Global Parameters.

02:06

And the same dialog box opens, I no longer need to see these constraints.

02:11

So back on the View Control Bar, I disable my Reveal Constraints.

02:18

When I go to the Manage tab, I can select Project Parameters.

02:24

And if I go to the New Parameter, notice that I have Parameter Types, which are for Project Parameters.

02:31

And these can appear in schedules but not in tags.

02:35

And Project Parameters are used only for this particular project.

02:39

Whereas shared parameters can be used in multiple projects and families,

02:44

they can be exported to an ODBC file, and they can appear in schedules and in tags,

02:51

these are much more useful. Project parameters are used seldom.

02:56

In later exercises, we'll look at how to set up project parameters and shared parameters.

03:01

So for now, we'll just cancel out of that, or family parameters.

03:06

Let's double-click on one of these casework elements that launches our Family Editor.

03:14

I'm going to go to my floor plan view, the reference level.

03:19

And here you will note that there are some dimensions that have labels next to them.

03:23

For example, width, and depth.

03:26

And these control the parametric nature of these families.

03:31

If I click on one of these dimensions, notice that it is a label,

03:37

these are the different labels that I have in my family.

03:43

Label is yet another term for parameter.

03:47

There are additional parameters in this family, and I can access them by going to my Family Types.

03:56

If I click on the Edit button, notice that the width is a built-in parameter, and I can't modify anything within it.

04:04

Although I can change the value if I scroll down to other information.

04:11

Notice I have my manufacturer phone. If I added this, this is a family parameter.

04:19

So it cannot appear in schedules or tags.

04:22

So it's really only accessible in the family.

04:26

It is also a type parameter.

04:28

So all the casework for this particular type will have the same manufacturer's phone number, which makes sense.

04:36

If I scroll up to material, and I edit this, this material is part of a shared parameter.

04:43

And as I mentioned earlier, this is really one of the most useful types of parameters.

04:49

However, it does take some effort to coordinate this.

04:53

This is also a type material.

04:56

So therefore, all the panel materials for this family will be the same. So I click OK.

05:03

Another thing that we can do in this Family Types is to create new types.

05:07

So therefore, I would have different types of casework belonging to this one family. I'm going to cancel out of this.

05:15

Let's close out this Family Editor.

05:19

We haven't made any changes.

05:20

To summarize, to create custom parameters is really the best way to make your building information model more useful.

05:29

We can add custom parameters for dimensions, model elements, and families, and these can be referenced in schedules, tags, et cetera.

Understand Custom Parameters in Revit - Exercise

While there are many built-in parameters in Revit, there is also always a need to create custom parameters. In this exercise, you will review the types of parameters that can be created in a project, including global and project parameters. You will also open a family and review existing parametric labels, family parameters, and shared parameters.  

  1. Open the Small Medical Center-Parameters.rvt project. This project is in Revit 2024. 
  2. In the GROUND FLOOR plan view, zoom in on the exam rooms. 
  3. In the View Control Bar, click Reveal Constraints. The constraints are exposed in red, as shown below.



  4. There are several dimensions with names, as shown below. These are global parameters, which are created in projects and typically used for dimensions and formulas. Select one of the global parameters and click the pencil icon (Global Parameters).



  5. In the Global Parameters dialog box, change the Value of the Exam Room Width to 10′ 6″, as shown below. Click OK.



  6. All the rooms with the global parameter applied update, as shown below.



  7. Click Undo to return to the previous width. 
  8. In the View Control Bar, click Close Reveal Constraints
  9. In the Manage tab>Settings panel, click Project Parameters.  
  10. In the Project Parameters dialog box, click the New Parameter icon, as shown below.



  11. The Parameter Properties dialog box opens. In the next exercise, you will create project parameters. Note that project parameters can appear in schedules but not in tags, as shown below.



  12. Cancel out of the dialog boxes. 
  13. Double-click on one of the casework elements in the plan view, as shown on the left. This opens the casework family in the family editor, as shown on the right.



  14. In the Project Browser, expand Views (all)>Floor Plans and click Ref. Level
  15. In the view, you can see dimensions with text – Width and Depth, as shown below. These parameters control the size of the casework. They are called labels – another word for parameter.



  16. In the Create tab>Properties panel, click Family Types to open the Family Types dialog box. Here you can see all the parameters connected to this family, as shown below.



  17. In the Dimensions section, select Width. At the bottom of the dialog box, click Edit Parameter, as shown above. It is a built-in parameter and cannot be renamed or deleted, as shown below. Click Cancel to close the Parameter Properties dialog box.



  18.  In the Other section, select Manufacturer Phone and click Edit Parameter. This is a family parameter created by the manufacturer, as shown below. It is useful for the information but cannot be added to schedules or tags. Click Cancel to close the dialog box.



  19. In the Materials and Finishes section, select Panel Material and edit the parameter. This parameter is a shared parameter, as shown below. It can be used in multiple projects and families, be exported to ODBC, and appear in schedules and tags. Click Cancel to close the dialog box.



  20. Click Cancel to close the Family Types dialog box.  
  21. Close but do not save the family. 
  22. Close but do not save the project – no edits were made.
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