• Revit

Add equipment clearance zones

Edit and use families to create clearance zones for equipment.


00:03

In addition to ensuring adequate space for electrical equipment in the layout

00:08

provision must also be made to ensure there is

00:10

sufficient clearance around each piece of equipment for access

00:15

to achieve this,

00:16

we will work in the family editor to incorporate a

00:19

three dimensional volume to an existing piece of electrical equipment.

00:23

This will include working with reference planes, dimensions and constraints.

00:28

To ensure the stability of the geometry,

00:30

we will also create and apply a custom material

00:34

to easily distinguish the clearance zone from the equipment itself

00:38

by including clearance zones.

00:40

In this way,

00:40

we can check for anything that

00:42

could prevent access during installation or maintenance

00:47

zoom into the area containing the electrical equipment in this view.

00:52

Then open the switchboard in the family editor

00:59

from the project browser. Open the floor plan reference level

01:05

here we will start by adding reference planes

01:08

that will define the extent of the clearance zone

01:11

from the create tab of the ribbon, select the reference playing command

01:15

and draw two vertical reference planes on either side of the equipment

01:24

and draw one reference plane to the front,

01:30

select the annotate tab then using the aligned dimension,

01:34

command dimension to each of the new reference planes.

01:38

From the existing reference planes that represent the outer faces of the cabinet,

01:47

edit the dimensions for the vertical reference plane to four inches

01:51

and the horizontal reference plane to 3 ft.

01:60

Then

02:00

select and lock each of the dimensions,

02:09

select the create tab from the ribbon and from the forms panel, select extrusion,

02:14

then from the draw panel, select the rectangle command

02:18

and draw a rectangle across the reference planes

02:25

to ensure the finished extrusion is locked to the reference planes.

02:29

Pick the four padlocks, you can see

02:35

once complete select finish edit mode from the ribbon.

02:41

In this instance,

02:42

we'll simply set the height of the clearance

02:44

zone to match the height of the switchboard

02:47

from the project browser.

02:49

Open the front elevation view and drag

02:51

the extrusion to the switchboard height reference plane

02:55

and then select the lock

02:59

from the project browser open view. One from the 3D views.

03:06

The next step is to apply an appropriate material to the clearance zone,

03:11

select the extrusion and from the properties,

03:14

edit the material parameter and access the material browser,

03:22

scroll down the list of materials, select glass,

03:26

then create a duplicate from the dropdown menu,

03:31

select the identity tab in the material browser and rename the material clearance

03:37

zone

03:43

and change the description to the same.

03:49

Finally select the graphics tab and change the color to magenta

03:57

select OK to finish

04:01

from the view control bar,

04:03

change the visual style to shaded to see the final appearance of the clearance zone.

04:11

The clearance zone will be useful when laying out electrical equipment but

04:14

needs to have the option to be hidden when not required.

04:19

Select the extrusion and from the

04:21

properties associate the visible family parameter.

04:27

The parameter for the clearance zone doesn't exist. So let's go ahead and create one

04:34

select new parameter.

04:36

And from the parameter properties window

04:39

name the parameter clearance zone,

04:46

make this an inst instance parameter so that the

04:49

clearance zone can be controlled at an instant level.

04:54

Then finally group the parameter under graphics.

05:01

Then close all windows

05:05

load the edited family into the project and overwrite the existing version

05:14

by reviewing the clearance zone in plan view or a 3d view.

05:19

It can be determined if the current placement of the

05:22

switchboard is suitable or if some repositioning is required.

05:27

Once the final positions have been established,

05:30

the clearance zones for the electrical equipment

05:33

can be switched off from the properties

05:37

by adding clearance zones within the family editor using reference planes,

05:41

dimensions and constraints.

05:43

We can develop a library of consistent,

05:46

easy to manage content that can be used across multiple

05:49

projects to assist in the placement of electrical equipment.

05:53

If required,

05:54

the clearance zones can also be used as

05:56

part of a more detailed clash detection process.

Video transcript

00:03

In addition to ensuring adequate space for electrical equipment in the layout

00:08

provision must also be made to ensure there is

00:10

sufficient clearance around each piece of equipment for access

00:15

to achieve this,

00:16

we will work in the family editor to incorporate a

00:19

three dimensional volume to an existing piece of electrical equipment.

00:23

This will include working with reference planes, dimensions and constraints.

00:28

To ensure the stability of the geometry,

00:30

we will also create and apply a custom material

00:34

to easily distinguish the clearance zone from the equipment itself

00:38

by including clearance zones.

00:40

In this way,

00:40

we can check for anything that

00:42

could prevent access during installation or maintenance

00:47

zoom into the area containing the electrical equipment in this view.

00:52

Then open the switchboard in the family editor

00:59

from the project browser. Open the floor plan reference level

01:05

here we will start by adding reference planes

01:08

that will define the extent of the clearance zone

01:11

from the create tab of the ribbon, select the reference playing command

01:15

and draw two vertical reference planes on either side of the equipment

01:24

and draw one reference plane to the front,

01:30

select the annotate tab then using the aligned dimension,

01:34

command dimension to each of the new reference planes.

01:38

From the existing reference planes that represent the outer faces of the cabinet,

01:47

edit the dimensions for the vertical reference plane to four inches

01:51

and the horizontal reference plane to 3 ft.

01:60

Then

02:00

select and lock each of the dimensions,

02:09

select the create tab from the ribbon and from the forms panel, select extrusion,

02:14

then from the draw panel, select the rectangle command

02:18

and draw a rectangle across the reference planes

02:25

to ensure the finished extrusion is locked to the reference planes.

02:29

Pick the four padlocks, you can see

02:35

once complete select finish edit mode from the ribbon.

02:41

In this instance,

02:42

we'll simply set the height of the clearance

02:44

zone to match the height of the switchboard

02:47

from the project browser.

02:49

Open the front elevation view and drag

02:51

the extrusion to the switchboard height reference plane

02:55

and then select the lock

02:59

from the project browser open view. One from the 3D views.

03:06

The next step is to apply an appropriate material to the clearance zone,

03:11

select the extrusion and from the properties,

03:14

edit the material parameter and access the material browser,

03:22

scroll down the list of materials, select glass,

03:26

then create a duplicate from the dropdown menu,

03:31

select the identity tab in the material browser and rename the material clearance

03:37

zone

03:43

and change the description to the same.

03:49

Finally select the graphics tab and change the color to magenta

03:57

select OK to finish

04:01

from the view control bar,

04:03

change the visual style to shaded to see the final appearance of the clearance zone.

04:11

The clearance zone will be useful when laying out electrical equipment but

04:14

needs to have the option to be hidden when not required.

04:19

Select the extrusion and from the

04:21

properties associate the visible family parameter.

04:27

The parameter for the clearance zone doesn't exist. So let's go ahead and create one

04:34

select new parameter.

04:36

And from the parameter properties window

04:39

name the parameter clearance zone,

04:46

make this an inst instance parameter so that the

04:49

clearance zone can be controlled at an instant level.

04:54

Then finally group the parameter under graphics.

05:01

Then close all windows

05:05

load the edited family into the project and overwrite the existing version

05:14

by reviewing the clearance zone in plan view or a 3d view.

05:19

It can be determined if the current placement of the

05:22

switchboard is suitable or if some repositioning is required.

05:27

Once the final positions have been established,

05:30

the clearance zones for the electrical equipment

05:33

can be switched off from the properties

05:37

by adding clearance zones within the family editor using reference planes,

05:41

dimensions and constraints.

05:43

We can develop a library of consistent,

05:46

easy to manage content that can be used across multiple

05:49

projects to assist in the placement of electrical equipment.

05:53

If required,

05:54

the clearance zones can also be used as

05:56

part of a more detailed clash detection process.

Step-by-step guide

Edit and use families to create clearance zones for equipment.

  1. Open the project E04_02.rvt.
  2. Ensure the current view is Power > Floor Plans > 1 – Power.

In the Revit interface, the project for this example open to the 1 – Power view.

  1. From the electrical room, select the switchboard SB1.
  2. On the ribbon, Modify | Electrical Equipment contextual tab, Mode panel, click Edit Family.

In a zoomed-in view of the electrical room, the switchboard SB1 selected, and in the Mode tab, Edit Family selected.

  1. From the Project Browser, open the view Ref. Level.
  2. In the Create tab, select the Reference Plane command.
  3. Place 2 vertical reference planes positioned at 0' – 4" with dimensions applied, as shown.

In the Ref. Level view, a zoomed-in view of the placement of 2 vertical reference planes positioned at 0' – 4" with dimensions applied.

  1. Create a horizontal reference plane positioned at 3' – 0" from the front face of the switchboard, dimensioned as shown.

In the Ref. Level view, a placed and dimensioned horizontal reference plane positioned at 3' – 0" from the front face of the switchboard.

  1. In the Create tab, click Extrusion.
  2. In the Draw panel, click Rectangle.
  3. Draw a rectangle across the reference planes as shown.

On the ribbon, Draw panel, Rectangle is selected, and in the Ref. Level view, a rectangle has been drawn across the reference planes.

  1. Select each lock icon to constrain the geometry.
  2. Click Finish Edit Mode to complete this step of creating the extrusion.
  3. From the Project Browser, open the Front elevation view.
  4. Drag the extrusion to the highest reference plane in the view using the triangular grip on the top.
  5. Select the lock icon to constrain the geometry to the reference plane.

In the Ref. Level view, with the extrusion dragged to the highest reference plane, clicking the lock icon to constrain the geometry.

  1. From the Project Browser, open View 1 from the 3D Views, and then select the new extrusion.

In View 1, a 3D view of the selected extrusion.

  1. Open the Materials Browser by selecting the More (…)button in the Material field of the Properties.

In the Properties, selecting the More (…) button in the Material field to open the Materials Browser.

  1. In the Material Browser, select Glass from the list of Project Materials.
  2. Create a duplicate of the selected material.

In the Materials Browser, Glass is selected in the list of Project Materials on the left, and below that, the Add Material button is expanded, where Duplicate Selected Material is being selected.

  1. In the Identity tab, change the Name and Description of the new material to “Clearance Zone”.
  2. In the Graphics tab, change the Color to magenta.
  3. Change the Transparency to 75.

In the Graphics tab of the materials Browser, the Color and Transparency configured for this example.

  1. Click OK to close the Material Browser.
  2. In the Family Editor, change the visual style to Shaded to see the effect of the new material applied to the clearance zone.

In the Family Editor, the visual style changed to Shaded to see the effect of the new material applied to the clearance zone.

  1. Select the clearance zone extrusion.
  2. From the Properties, click the button next to the Visible parameter to associate a family parameter.

In Properties, clicking the button next to the Visible parameter to associate a family parameter.

As there is not an appropriate parameter to associate, a new one will have to be created.

  1. Click the New Parameter button.

In the Associate Family Parameter dialog box, the New Parameter button is being selected.

  1. Name the parameter “Clearance Zone”.
  2. Set it as an Instance parameter.
  3. Group the parameter under Graphics.

In the Parameter Properties dialog box, the settings configured for this example.

  1. Click OK to close both dialogs.
  2. Click Load into Project to load the modified family, and overwrite the existing version when prompted.

The clearance zone can be seen in this plan view and can assist in determining if the current placement of the switchboard is suitable.

In the zoomed-in plan view, the visible clearance zone in the electrical room.

  1. To hide the clearance zone, select it in the view, and in Properties, deselect Clearance Zone.

In Properties, under Graphics, the checkbox is being clicked to deselect Clearance Zone.

  1. Save the project.
  2. (Do not save the families for this example.)
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