Working with Reference Plans

00:02

When we engage in creating masses, we need to be careful.

00:06

Massing can go in quickly, and some pretty cool shapes can be created.

00:10

However, the faster we create this cool geometry, the faster we can create inaccuracy in that geometry.

00:19

That's why I like reference planes.

00:21

Reference planes act like structural grids. Only structural grids are reserved for, well, structure, and not architectural massing.

00:30

The great thing about reference planes,

00:32

however, is that we can actually name them and use them as a named work plane in plan and elevation.

00:41

So therefore, the objective of this video is to create some unique reference planes to serve as a grid for our massing.

00:49

So let's jump into Revit.

00:53

Here we are in Revit, and let's go open up our model.

00:58

We click on the open icon and browse out to where our model sits.

01:04

And we want to create a new local copy of the model.

01:10

We want to override the existing copy. Okay, you'll notice that we have under Floor Plans a Roof Plan.

01:18

We want to duplicate that, so I right-click on the roof and go to Duplicate View, Duplicate.

01:26

It creates a copy of the roof plan, and it's named Roof Copy 1.

01:32

We want to rename that, so I right-click on it and go to Rename, and we'll call it Garden.

01:40

We don't need the entire area, so I'm going to crop the region.

01:45

I'll first make the crop region visible, and then I click on the crop region.

01:54

And with the grips, I reduce it to the size that I want, just around the garden area.

02:05

I do that on all four sides, and then I type in ZA for Zoom All.

02:13

Okay, now let's start drawing these reference planes.

02:17

On the Architecture tab, to the far right under the Work Plane panel, click on Ref Plane.

02:24

Now I could start drawing the reference planes right away. I'm prompted for that.

02:28

However, I want to create a subcategory for these garden reference planes.

02:34

So I click on the drop-down and select Create New Subcategory.

02:40

I'm prompted immediately for a name. I type in Garden Roof. Click OK.

02:49

And I want them to stand out a little bit, so I click on the color cell and I select the red color.

02:59

And for the line pattern, I click on the drop-down list and select Dash 3/16.

03:08

I click Apply. And I click OK.

03:13

Now I'm still prompted for my reference plane. However, I know that the visual graphics for the reference planes is currently turned off.

03:23

So I click on the Modify tab in the top left, type in VG for Visibility Graphics.

03:30

I go to the Annotation Categories and I scroll down to Reference Planes.

03:38

You notice the little plus next to Reference Planes?

03:41

So I can expand that, and you'll notice that the subcategory for Garden Roof is already there.

03:47

So I click on the checkmark for Reference Planes.

03:51

Scroll down further for Sections. That is also disabled, so I click on Sections and enable those as well.

03:59

And I click OK. You'll note that the existing sections are now visible.

04:05

It's time to create our reference planes. I go to the Architecture tab, under Work Plane, and click on Reference Planes.

04:15

And I want to set my subcategory to Garden Roof that we previously created.

04:21

It's already prompting me for the start point of the reference plane.

04:26

So I zoom in to this beam. When I go to the midpoint, I type in SM, which snaps to the midpoint.

04:37

And I drag it out a little bit to the left.

04:41

I have an option to name this reference plane.

04:44

So I click on the space and call it Garden dash 01.

04:53

When I provide a numeric suffix like this, then when I copy this,

04:60

Revit is going to update the name to Garden 02, Garden 03, as you will see shortly.

05:09

I hit Enter to accept that name.

05:12

As I zoom in even further,

05:15

I notice there's a grip with the tooltip: Modify the Ref Plane by dragging its model end.

05:25

So I click on that circular grip and drag it to the right.

05:31

Holding my mouse button down, I pan and zoom with my wheel.

05:37

We come to about here to the far right.

05:43

Revit is prompting me for another reference plane.

05:47

However, we are going to copy the existing reference plane, so I click Modify to cancel the command.

05:56

Select the reference plane that we just generated.

06:01

And in the contextual ribbon, I select Copy.

06:06

I want to make sure that Multiple is set, because I want to create multiple copies of this reference plane,

06:12

and Constrain to constrain it in the X and Y axis.

06:20

I click my base point anywhere along the reference plane,

06:24

and as I move it up, you'll see that I can only move it in the X and Y axis because Constrain is set.

06:34

And I zoom to the midpoint of the other beams and keep going up.

06:41

A tooltip appears: Constraint and Nearest, which is ideal.

06:50

So we go to the midpoint of each of these beams, as well as the very top, the midpoint of the beam,

06:59

and I hit Modify to cancel the command.

07:02

Now you notice that if I hover over these reference planes,

07:08

the name is Garden 06, Garden 05.

07:15

And if I click on it, the name appears both on-screen and in the properties.

07:22

You'll also note that the reference planes are in red with the particular line pattern that we had picked earlier.

07:32

Okay. We've got the reference plane set in one axis. Now we want to set it in another axis. And for that, we need a section.

07:42

So in my Quick Access Bar, I go to my Section.

07:47

I click to the left, below the reference plane that we just created, to the right.

07:56

I check the scope of the section and bring it down just a tad.

08:04

Now I click a blank spot on the screen, which disables my section command.

08:10

And then I can double-click on the section's marker to launch that section.

08:17

Here we are in the section. There's quite a lot of noise going on here.

08:21

So let's make the structural link invisible by typing VG for Visibility Graphics.

08:31

I click on my Revit Links and uncheck the structural Revit file.

08:36

Click Apply, so we make sure that everything is set, and OK.

08:44

I also want to elongate the crop region, so I click on the crop region. And with my circular grip, I make it a little bit higher.

08:56

Click Modify to cancel our current command.

09:01

Now I can type in RP for Reference Planes,

09:06

and I want to generate a reference plane at the endpoint of this beam.

09:13

And I'll move it up.

09:16

I'm going to leave it as a default name, but you'll also notice that it is in the wrong subcategory of None.

09:25

So I click the Modify button to cancel my command.

09:29

I select the reference plane that we just generated, and on my drop-down menu, I'm going to select Garden Roof.

09:39

As before, I'm going to click on the circular grip and drag it down a little bit.

09:47

Now I can generate another reference plane.

09:50

However, with this already selected, with my right-click menu, I'm going to go to Create Similar.

09:60

Time to save the project.

10:04

Now the second reference plane, I want to go to the far left of that beam.

10:09

Select the endpoint, drag it up, and once again drag it down with the circular grip.

10:20

Okay, so now we have six reference planes in plan and two reference planes in section.

10:29

So we have our mini grid already set up. We can start our mass.

Video transcript

00:02

When we engage in creating masses, we need to be careful.

00:06

Massing can go in quickly, and some pretty cool shapes can be created.

00:10

However, the faster we create this cool geometry, the faster we can create inaccuracy in that geometry.

00:19

That's why I like reference planes.

00:21

Reference planes act like structural grids. Only structural grids are reserved for, well, structure, and not architectural massing.

00:30

The great thing about reference planes,

00:32

however, is that we can actually name them and use them as a named work plane in plan and elevation.

00:41

So therefore, the objective of this video is to create some unique reference planes to serve as a grid for our massing.

00:49

So let's jump into Revit.

00:53

Here we are in Revit, and let's go open up our model.

00:58

We click on the open icon and browse out to where our model sits.

01:04

And we want to create a new local copy of the model.

01:10

We want to override the existing copy. Okay, you'll notice that we have under Floor Plans a Roof Plan.

01:18

We want to duplicate that, so I right-click on the roof and go to Duplicate View, Duplicate.

01:26

It creates a copy of the roof plan, and it's named Roof Copy 1.

01:32

We want to rename that, so I right-click on it and go to Rename, and we'll call it Garden.

01:40

We don't need the entire area, so I'm going to crop the region.

01:45

I'll first make the crop region visible, and then I click on the crop region.

01:54

And with the grips, I reduce it to the size that I want, just around the garden area.

02:05

I do that on all four sides, and then I type in ZA for Zoom All.

02:13

Okay, now let's start drawing these reference planes.

02:17

On the Architecture tab, to the far right under the Work Plane panel, click on Ref Plane.

02:24

Now I could start drawing the reference planes right away. I'm prompted for that.

02:28

However, I want to create a subcategory for these garden reference planes.

02:34

So I click on the drop-down and select Create New Subcategory.

02:40

I'm prompted immediately for a name. I type in Garden Roof. Click OK.

02:49

And I want them to stand out a little bit, so I click on the color cell and I select the red color.

02:59

And for the line pattern, I click on the drop-down list and select Dash 3/16.

03:08

I click Apply. And I click OK.

03:13

Now I'm still prompted for my reference plane. However, I know that the visual graphics for the reference planes is currently turned off.

03:23

So I click on the Modify tab in the top left, type in VG for Visibility Graphics.

03:30

I go to the Annotation Categories and I scroll down to Reference Planes.

03:38

You notice the little plus next to Reference Planes?

03:41

So I can expand that, and you'll notice that the subcategory for Garden Roof is already there.

03:47

So I click on the checkmark for Reference Planes.

03:51

Scroll down further for Sections. That is also disabled, so I click on Sections and enable those as well.

03:59

And I click OK. You'll note that the existing sections are now visible.

04:05

It's time to create our reference planes. I go to the Architecture tab, under Work Plane, and click on Reference Planes.

04:15

And I want to set my subcategory to Garden Roof that we previously created.

04:21

It's already prompting me for the start point of the reference plane.

04:26

So I zoom in to this beam. When I go to the midpoint, I type in SM, which snaps to the midpoint.

04:37

And I drag it out a little bit to the left.

04:41

I have an option to name this reference plane.

04:44

So I click on the space and call it Garden dash 01.

04:53

When I provide a numeric suffix like this, then when I copy this,

04:60

Revit is going to update the name to Garden 02, Garden 03, as you will see shortly.

05:09

I hit Enter to accept that name.

05:12

As I zoom in even further,

05:15

I notice there's a grip with the tooltip: Modify the Ref Plane by dragging its model end.

05:25

So I click on that circular grip and drag it to the right.

05:31

Holding my mouse button down, I pan and zoom with my wheel.

05:37

We come to about here to the far right.

05:43

Revit is prompting me for another reference plane.

05:47

However, we are going to copy the existing reference plane, so I click Modify to cancel the command.

05:56

Select the reference plane that we just generated.

06:01

And in the contextual ribbon, I select Copy.

06:06

I want to make sure that Multiple is set, because I want to create multiple copies of this reference plane,

06:12

and Constrain to constrain it in the X and Y axis.

06:20

I click my base point anywhere along the reference plane,

06:24

and as I move it up, you'll see that I can only move it in the X and Y axis because Constrain is set.

06:34

And I zoom to the midpoint of the other beams and keep going up.

06:41

A tooltip appears: Constraint and Nearest, which is ideal.

06:50

So we go to the midpoint of each of these beams, as well as the very top, the midpoint of the beam,

06:59

and I hit Modify to cancel the command.

07:02

Now you notice that if I hover over these reference planes,

07:08

the name is Garden 06, Garden 05.

07:15

And if I click on it, the name appears both on-screen and in the properties.

07:22

You'll also note that the reference planes are in red with the particular line pattern that we had picked earlier.

07:32

Okay. We've got the reference plane set in one axis. Now we want to set it in another axis. And for that, we need a section.

07:42

So in my Quick Access Bar, I go to my Section.

07:47

I click to the left, below the reference plane that we just created, to the right.

07:56

I check the scope of the section and bring it down just a tad.

08:04

Now I click a blank spot on the screen, which disables my section command.

08:10

And then I can double-click on the section's marker to launch that section.

08:17

Here we are in the section. There's quite a lot of noise going on here.

08:21

So let's make the structural link invisible by typing VG for Visibility Graphics.

08:31

I click on my Revit Links and uncheck the structural Revit file.

08:36

Click Apply, so we make sure that everything is set, and OK.

08:44

I also want to elongate the crop region, so I click on the crop region. And with my circular grip, I make it a little bit higher.

08:56

Click Modify to cancel our current command.

09:01

Now I can type in RP for Reference Planes,

09:06

and I want to generate a reference plane at the endpoint of this beam.

09:13

And I'll move it up.

09:16

I'm going to leave it as a default name, but you'll also notice that it is in the wrong subcategory of None.

09:25

So I click the Modify button to cancel my command.

09:29

I select the reference plane that we just generated, and on my drop-down menu, I'm going to select Garden Roof.

09:39

As before, I'm going to click on the circular grip and drag it down a little bit.

09:47

Now I can generate another reference plane.

09:50

However, with this already selected, with my right-click menu, I'm going to go to Create Similar.

09:60

Time to save the project.

10:04

Now the second reference plane, I want to go to the far left of that beam.

10:09

Select the endpoint, drag it up, and once again drag it down with the circular grip.

10:20

Okay, so now we have six reference planes in plan and two reference planes in section.

10:29

So we have our mini grid already set up. We can start our mass.

Reference Planes – Exercise

Reference planes work very well as a replacement for structural grids, especially when it comes to massing.

To add reference planes to a model, follow these steps:

  1. Open Revit.  
  2. Open your architectural model. 
  3. Open the Roof Floor Plan. 
  4. Duplicate the Roof Floor Plan using the right-click menu. 
  5. Rename the Roof Copy 1 Floor Plan to Garden using the right-click menu.



  6. Adjust the crop area to reduce the plan to just around the garden roof area. 
  7. On the Architecture tab>Work Plane panel, click the Ref Plane button.



  8. In the Modify | Place Reference Plane tab, under Subcategory, click the drop-down list and select <Create New Subcategory>.



  9. In the New Subcategory dialog box, enter Garden Roof for the Name and click OK.



  10. In the Object Styles dialog box, change the Line Color to Red and change the Line Pattern to Dash Dot 3/16.

  11. Click Apply, then click OK
  12. Type VG to open the Visibility/Graphic Overrides dialog box. 
  13. Select the Annotation Categories tab and check the checkboxes next to Reference Planes and Sections, then click OK
  14. Draw a reference plane as shown below.

  15. Set the Subcategory to Garden Roof
  16. Select the reference plane and label it Garden-01, as shown below. 
    • When an object in Revit is named with a numeric suffix, Revit will automatically increase the value of the suffix when the object is copied.



  17. Drag the right end of the reference plane to the right using the circular grip. 
  18. Copy the reference plane five times as shown below.



  19. Hover over one of the copied reference planes and note the value of the suffix has increased in the name. 
  20. Create a section using the Section tool from the Quick Access toolbar. 
  21. Go to the newly created section view. 
  22. In the Visibility/Graphic Overrides dialog box (type VG), in the Revit Links tab, uncheck STRUCTURAL.rvt and click OK.



  23. Create two more reference planes on either side of the roof structure, as shown below. Ensure they belong to the Garden Roof subcategory.



  24. Save the model.
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