Creating Project Parameters in Revit

00:00

Creating Project Parameters in Revit.

00:02

Project parameters hold information used only within one project.

00:09

They are hosted by elements in that project.

00:11

And these can be displayed in schedules, but not in tags.

00:15

Typically, use a project parameter when the information is only needed within the current project.

00:22

If you need to share it with other projects, then shared parameters are a better solution.

00:28

So let's jump into Revit to see how this works.

00:32

So here we are in Revit 2024.

00:35

And let's open up our small medical center parameters file.

00:39

It opens up in the ground floor plan.

00:42

But let's switch to our default 3D view, so you'll understand better what we're trying to do here.

00:49

So this medical center basically has two functions.

00:52

One is for urgent care, and the other one is the health center.

01:01

Back in our ground floor, the urgent care sector is to the left,

01:07

and the health center resides in the right part of the building.

01:12

So we want to differentiate for each room what building sector it belongs to.

01:18

And this is not a typical requirement.

01:20

Therefore, it is an ideal candidate for a project parameter.

01:24

So in my Manage tab, I click on "Project Parameters".

01:29

And you'll see that we currently have no project parameters because this list is empty.

01:34

I want to create a new parameter.

01:36

So I click on the "New Parameter" icon.

01:39

This is the dialog box we looked at earlier.

01:42

And you notice once again that the project parameter can appear in schedules, but not in tags.

01:49

So let's create a project parameter.

01:51

And let's call this one "Building Sector".

01:55

And it is an instance parameter, which means that each room that we apply this to can belong to different building sectors.

02:04

The discipline is common because it can belong to multiple disciplines.

02:08

The data type will be text, and we want to group this parameter under Identity Data.

02:15

Last thing we need to do is to tell it what category this belongs to.

02:21

First thing I'm going to do is I'm going to make sure that it's only set to Architecture to make this list a bit shorter,

02:28

and we're going to search for Rooms.

02:32

So I click on Rooms.

02:34

So what this means now is that each room will have the additional parameter of Building Sector.

02:41

So I click OK.

02:43

And now when I select a room in my Properties, you will notice under Identity Data, I have a Building Sector.

02:52

I'm going to type in Urgent Care, and you notice the little tooltip that says No Matches.

02:59

This means that this is the first entry that I put in.

03:02

And it can't find any match for this particular Building Sector, which is fine because it's the first one we entered.

03:09

Select another room, the X-Ray.

03:12

And now in the Building Sector, I have a dropdown list, and notice that it says Urgent Care.

03:20

When I come over to my Health Center, and I click one of these exam rooms, I now need to type in Health Center.

03:29

Again, the tooltip says No Matches.

03:34

And once again, if I select another exam room, now in my dropdown, I have both my Health Center or my Urgent Care.

03:46

Now, I could go around and select all these different rooms individually.

03:51

But a better way of doing that is simply selecting this entire wing, for the Health Center.

04:00

With all these selected, I need to filter them.

04:04

So I want to check None, and only select the Rooms.

04:11

I have 28 rooms selected.

04:13

So I can simply come down to Building Sector, and assign Health Center for this.

04:22

I'm going to repeat the process, for the left-hand side.

04:28

Once again, filter only for the Rooms.

04:35

And then notice that the Building Sector is currently set to Varies because some of these rooms were already assigned to the Health Center.

04:44

So I'm going to set this to Urgent Care.

04:49

Now, remember that project parameters can be used in schedules.

04:53

So let's open up the room schedule.

04:58

Notice the room schedule is divided into levels, and there's all sorts of fields here,

05:05

which are another word for parameters,

05:08

but the Building Sector isn't part of the schedule.

05:12

So let's add that.

05:13

I go to my Fields to edit them.

05:17

And here I find my Building Sector.

05:21

I want to have that go below my Room Styles, and I click on Add, and click OK.

05:29

Let me pan over a little bit.

05:31

Now you notice for my Lower Level, one of these actually belongs to Health Center, and that doesn't seem quite right.

05:37

So I know that this one actually belongs to Urgent Care.

05:41

So another nice thing about this is in my schedules, I can change these parameters.

05:49

On my Ground Floor level, I have some of these that are set to Health Center, some of them set to Urgent Care,

05:55

and that doesn't seem to make much sense either.

05:58

What I can do is I can select this particular row, and I can highlight this in my model.

06:04

Now Revit is telling me that there's other views where this is available from, but this is good enough.

06:10

Simply going to close out of this.

06:13

This is my staff restroom.

06:15

I can pan out to see exactly where it belongs. So no, in this case, this belongs to my Health Center.

06:24

If I go back to my room schedule, note that the nurse station, the stairs, is basically the same.

06:32

So I can select both of these and change them over to the Health Center.

06:38

If I scroll down to the second level, you notice that none of these are yet assigned to the Health Center.

06:46

So I can select one row, as I did before, highlight it in the model, there is no open views.

06:53

So it's going to search for a proper open view, and I'm going to close this because this is the proper view that I need.

06:60

And as before, I'm just simply going to select all the rooms through my filter,

07:07

and select Health Center, for the Building Sector.

07:12

Go back to my room schedule, and notice that everything is now properly assigned.

07:20

So to summarize, project parameters are quite useful when there's a unique requirement only for one particular project.

07:28

If you have parameters required for multiple projects, then your best bet is to use a shared parameter, which we'll be looking at next.

Video transcript

00:00

Creating Project Parameters in Revit.

00:02

Project parameters hold information used only within one project.

00:09

They are hosted by elements in that project.

00:11

And these can be displayed in schedules, but not in tags.

00:15

Typically, use a project parameter when the information is only needed within the current project.

00:22

If you need to share it with other projects, then shared parameters are a better solution.

00:28

So let's jump into Revit to see how this works.

00:32

So here we are in Revit 2024.

00:35

And let's open up our small medical center parameters file.

00:39

It opens up in the ground floor plan.

00:42

But let's switch to our default 3D view, so you'll understand better what we're trying to do here.

00:49

So this medical center basically has two functions.

00:52

One is for urgent care, and the other one is the health center.

01:01

Back in our ground floor, the urgent care sector is to the left,

01:07

and the health center resides in the right part of the building.

01:12

So we want to differentiate for each room what building sector it belongs to.

01:18

And this is not a typical requirement.

01:20

Therefore, it is an ideal candidate for a project parameter.

01:24

So in my Manage tab, I click on "Project Parameters".

01:29

And you'll see that we currently have no project parameters because this list is empty.

01:34

I want to create a new parameter.

01:36

So I click on the "New Parameter" icon.

01:39

This is the dialog box we looked at earlier.

01:42

And you notice once again that the project parameter can appear in schedules, but not in tags.

01:49

So let's create a project parameter.

01:51

And let's call this one "Building Sector".

01:55

And it is an instance parameter, which means that each room that we apply this to can belong to different building sectors.

02:04

The discipline is common because it can belong to multiple disciplines.

02:08

The data type will be text, and we want to group this parameter under Identity Data.

02:15

Last thing we need to do is to tell it what category this belongs to.

02:21

First thing I'm going to do is I'm going to make sure that it's only set to Architecture to make this list a bit shorter,

02:28

and we're going to search for Rooms.

02:32

So I click on Rooms.

02:34

So what this means now is that each room will have the additional parameter of Building Sector.

02:41

So I click OK.

02:43

And now when I select a room in my Properties, you will notice under Identity Data, I have a Building Sector.

02:52

I'm going to type in Urgent Care, and you notice the little tooltip that says No Matches.

02:59

This means that this is the first entry that I put in.

03:02

And it can't find any match for this particular Building Sector, which is fine because it's the first one we entered.

03:09

Select another room, the X-Ray.

03:12

And now in the Building Sector, I have a dropdown list, and notice that it says Urgent Care.

03:20

When I come over to my Health Center, and I click one of these exam rooms, I now need to type in Health Center.

03:29

Again, the tooltip says No Matches.

03:34

And once again, if I select another exam room, now in my dropdown, I have both my Health Center or my Urgent Care.

03:46

Now, I could go around and select all these different rooms individually.

03:51

But a better way of doing that is simply selecting this entire wing, for the Health Center.

04:00

With all these selected, I need to filter them.

04:04

So I want to check None, and only select the Rooms.

04:11

I have 28 rooms selected.

04:13

So I can simply come down to Building Sector, and assign Health Center for this.

04:22

I'm going to repeat the process, for the left-hand side.

04:28

Once again, filter only for the Rooms.

04:35

And then notice that the Building Sector is currently set to Varies because some of these rooms were already assigned to the Health Center.

04:44

So I'm going to set this to Urgent Care.

04:49

Now, remember that project parameters can be used in schedules.

04:53

So let's open up the room schedule.

04:58

Notice the room schedule is divided into levels, and there's all sorts of fields here,

05:05

which are another word for parameters,

05:08

but the Building Sector isn't part of the schedule.

05:12

So let's add that.

05:13

I go to my Fields to edit them.

05:17

And here I find my Building Sector.

05:21

I want to have that go below my Room Styles, and I click on Add, and click OK.

05:29

Let me pan over a little bit.

05:31

Now you notice for my Lower Level, one of these actually belongs to Health Center, and that doesn't seem quite right.

05:37

So I know that this one actually belongs to Urgent Care.

05:41

So another nice thing about this is in my schedules, I can change these parameters.

05:49

On my Ground Floor level, I have some of these that are set to Health Center, some of them set to Urgent Care,

05:55

and that doesn't seem to make much sense either.

05:58

What I can do is I can select this particular row, and I can highlight this in my model.

06:04

Now Revit is telling me that there's other views where this is available from, but this is good enough.

06:10

Simply going to close out of this.

06:13

This is my staff restroom.

06:15

I can pan out to see exactly where it belongs. So no, in this case, this belongs to my Health Center.

06:24

If I go back to my room schedule, note that the nurse station, the stairs, is basically the same.

06:32

So I can select both of these and change them over to the Health Center.

06:38

If I scroll down to the second level, you notice that none of these are yet assigned to the Health Center.

06:46

So I can select one row, as I did before, highlight it in the model, there is no open views.

06:53

So it's going to search for a proper open view, and I'm going to close this because this is the proper view that I need.

06:60

And as before, I'm just simply going to select all the rooms through my filter,

07:07

and select Health Center, for the Building Sector.

07:12

Go back to my room schedule, and notice that everything is now properly assigned.

07:20

So to summarize, project parameters are quite useful when there's a unique requirement only for one particular project.

07:28

If you have parameters required for multiple projects, then your best bet is to use a shared parameter, which we'll be looking at next.

Create Project Parameters in Revit - Exercise

In this exercise, you will create a project parameter named Building Sector that can be used to divide the building into sectors or areas. You will then add the parameter to a schedule.  

  1. Open the project Small Medical Center-Project Parameters.rvt.  
  2. Open the Default 3D view. You can see that there are two parts to this building: the Health Center and Urgent Care, as shown below.



  3. In the Manage tab>Settings panel, click Project Parameters
  4. In the Project Parameters dialog box, click New Parameter, as shown below.



  5. In the Parameter Properties dialog box, select Project parameter. Note that this type of parameter can appear in schedules but not in tags (as shown below).



  6. In the Parameter Data area, fill out the following information, as shown below:  
    • Name: Building Sector 
    • Discipline: Common 
    • Data Type: Text 
    • Group parameter under: Identity Data 
    • Instance parameter.
  7. In the Categories area, set the Filter list to Architecture and select Rooms, as shown below.



  8. Click OK twice to close the dialog boxes. 
  9. Open the GROUND FLOOR plan view. 
  10. Select the Pharmacy room element in the plan.  
  11. In Properties, in the Identity Data section, there is now a parameter named Building Sector. Type in Urgent Care, as shown below. Note the "No matches" tooltip that displays because there is no existing record with that value.



  12. Select another room near the pharmacy and in Properties, set the Building Sector to Urgent Care. The option is now available in the drop-down list since you entered that value previously. 
  13. Select one of the exam rooms and set the Building Sector to Health Center
  14.  In the plan view, select all the Health Center elements and filter it by Rooms, as shown below.



  15. In Properties, set the Building Sector to Health Center
  16. Repeat the process with the remaining Urgent Care rooms, as shown below.



  17. In Properties, set the Building Sector to Urgent Care
  18. In the Project Browser, expand Schedules/Quantities (all) and open the Room Schedule.  
  19. In Properties, beside Fields, click Edit…
  20. In the Schedule Properties dialog box, on the Fields tab, select Building Sector and add it to the Scheduled fields list, as shown below. Click OK.



  21. Review the information and update anything with discrepancies. For example, the Staff Restroom, Stairs, and Nurse Station are listed in the Ground Floor Level even though they are in the rectangle of the Urgent Care building. Change the Building Sector for these rooms to Health Center
  22. Open the Floor Plans>SECOND FLOOR view. 
  23. Select everything and filter out the Rooms only. In Properties, update the Building Sector to Health Center
  24. Return to the ROOM SCHEDULE. The information is updated as shown below.



  25. Save the project.
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