Our collection of 18 best Revit tips and tricks

Updated on February 8, 2024 by Varun Nair, Affiliate Disclosure

In recent years, Autodesk Revit has become the most common BIM software among architects, engineers, and construction professionals for designing, documenting, and constructing structures.

dimensioning best practices

Dimensioning best practices eBook

Get our collection of dimensioning best practices in mechanical and architectural drawings

Whether you're working on Architectural, Structural, MEP or General design projects, mastering Revit can significantly enhance your efficiency.

So, to make you even more efficient we have created a collection of our top Revit tips and tricks that you should try.

Revit Architecture tips

Let's start with Revit architecture tips.

Tip 1: Working with multiple views

You can create multiple views in a single window to see how the design looks from different perspectives.

For example, if you are preparing a plan view of your design, it will be helpful if you could see how the drawing looks in 3D isometric view.

This will allow you to fix any issues in real time.

To get multiple views type WT and press enter key to tile the window and type ZA to zoom all.

The tiled view will look like the image shown above.

Tip 2: Use pin to lock the drawing

As you build the design, the drawing will become more and more complex.

Due to this complexity, it is easy to unknowingly move any object from the drawing which may cost you time and money down the road.

So, you can avoid this issue by locking your drawing.

To do that you can use the Pin option to lock parts of the drawing or objects in the drawing space.

This will restrict the unwanted movement of the objects.

As in the example shown below the grids drawn are pinned into the drawing.

To pin down the drawing, select the object(s) from the drawing area then on the ribbon palette under modify tab you can find the option PIN in the modify panel as shown in the image below.

Alternatively, you can also use the shortcut “PN” then select the object from the drawing area to pin it in the drawing.

Tip 3: Use visibility and graphics settings

When the drawing gets complex you should start using the Visibility and Graphics setting.

With this setting you can control the visibility of all the objects in the drawing.

You can turn off the unused or unwanted objects from the drawing so that you have a clear workspace to work with.

If the list of objects feels longer you can use the filter to filter the objects based on discipline as shown in the image below.

You can access the visibility graphics option in Revit by using the following three methods:

1. Click on the edit icon near the Visibility/Graphics override option in the properties panel as in the image below.

2. Click on the Visibility/Graphics icon under graphics panel from the view tab in the ribbon palette as given in the image below.

3. You can type the short cut VG to open the Visibility/Graphics override menu without selecting any object.

Tip 4: Creating view template

Changing the view settings every time for a new view you make is not practical and obviously a time-consuming thing.

So, you should make a view with all your settings and then save it as a template with a custom name.

The next time you need to create a view, you can simply use this template and all its settings will apply to it.

To create a view template, you need to go to the ribbon palette then click on the view tab and click on the View templates drop down from where you can access Create Template from current view option as shown in the image below.

You can enter the required name for the View Template and click OK.

The new view template will show up on the list as shown in the figure below.

As you have created with the view template, you can now apply the view template to any views in Revit.

To set the view template, you can select the view template option in properties palette of a view then select the required view template, then click apply and click okay as shown in the figure below.

Tip 5: Linking Revit and CAD models

Revit has an exceptional feature to link CAD and other files like DWG and IFC from different software directly into Revit.

After linking the files, you can use them as a reference in Revit and draw your designs on top of it.

To insert the external files click on the Insert tab in the ribbon palette and select the file type you want to link from available options as shown in the following image.

You can manage the links that are attached in a drawing from the Manage link icon available under Insert tab in the Ribbon Palette as shown in the image below.

Tip 6: Using Filter

When the complexity of your Revit drawing increases with several objects in it, selecting a specific object(s) becomes quite difficult.

This is where you can use object selection filter to help you with making correct selections.

To use the filter select all the objects that might contain your specific type of drawing entities.

Then click the filter option in the modify tab as shown in the following image.

From this filter option uncheck the objects you don't want in your selection set and then click Apply and the OK button.

You will now have a selection that contains only your selected type of objects.

Tip 7: Use View Range

Let's assume you have a complex design with various objects placed on a floor plan like toilet fixture, sink, wall fittings, piping systems, ceiling light fixtures and more.

As you can see most of the objects don’t rest on just the floor.

Some objects like Piping system, Underfloor sewage system is below the floor.

Similarly objects like lightings fixtures are on the ceiling.

Some piping system may be over the ceiling and even inside the wall at an elevation from the ground.

If a normal view rage is applied to a plan these objects may not be visible.

So, in such a scenario you need to change the view range so that all the objects are visible in a single view.

To do so, you can click on the edit button near to the view range option on the properties panel, or you can simply type VR to get the view range dialogue box as shown in the image above.

Tip 8: Use Selection Box

In a project if you want to only see the objects like furniture then you may need to hide all the other objects like walls and floors to make it visible.

But there is a quick way to do just that without hiding anything and its called selection box.

To use it select the object you want to see from the project browser and then from the modify tab select the Selection Box option as shown in the following image.

A new preview with only your selected object inside a box will show up as shown in the following image.

Now you can save this view with a new name, make changes to the objects in it and you can even add it to the sheet.

If you want to exit from the selection box, you can simply uncheck the selection box option from the properties palette as shown in the following image.

Tip 9: Autosave and Backup setting

Autosave and backup can save countless hours in the event of a system crash and it is an important thing to configure in Revit.

If Autosave is active and you are busy working on your project Revit will remind you to save the project at fixed intervals. 

The duration of this notification can be changed from options window as shown in the following image.

When options window shows up select the General tab and there you can select the duration when the autosave reminder will pop up.

Once a Revit file is saved it creates a backup in the same location as the original file which contains the unsaved version of your project.

You can recover your project data from this backup in the worst case scenarios.

If you want Revit to create several backups then you can change that setting too from the options button as shown in the following image.

Just be mindful that each backup will take space on your storage drive so you should only keep reasonable number of backups for your project.

Tip 10: Use the right hardware

Revit is quite a demanding software and as the project complexity increases the performance of Revit PC may start to suffer.

So, its important to have hardware that can handle large projects and complex workflows easily.

And to help you select the best hardware for we have created an article listing the best laptop for Revit and all the hardware specs that you should consider when selecting a laptop or PC for Revit.

Tip 11: Set double click action

Several people double click to make selections in other software and that habit can easily pass on to Revit.

But in Revit double clicking on an object will take you to its editing mode.

This can be annoying and can create errors as you may end up modifying objects that you don't want quite accidently.

So, you can change the double click action in Revit as per your preference.

To do that go to Application button (Revit logo at the top left corner) then select the option button as shown in the first image of tip 9.

From the Options window that shows up select the "User Interface" tab and select the "Customize double click setting" as shown in the following image.

Here you can set double click action to something else for different elements.

Tip 12: Add frequently used folder in open menu

When you are working on a large project for days it quickly becomes annoying when you have to navigate to the folder every time you want to open its files.

You can make this process quick by adding the project folder as a shortcut in the "Open" window. 

As you can see in the image below I have added a folder named “Source CAD” into the menu.

To do that click on the “Open” icon from Application menu bar or quick access toolbar.

The browse to the location you want to add in the shortcut and then right click in the left panel and select "Add current folder" from the menu. 

This will add the folder into the quick list which you can access easily later.

Tip 13: Use Copy monitor

The Copy/Monitor tool will help you duplicate objects from the linked Revit file.

This feature will be very helpful when you are working with large drawings or collaborating with other designers on their designs.

This feature also keeps monitoring for any changes that happen and alerts the user about the changes made. 

You can access the copy/Monitor option from the Collaborate tab in the ribbon palette under the Coordinate panel as shown in the image below.

From the Copy/Monitor dropdown select the drawing by browsing to its location using Select Link option or select "Use Current Project" option if the drawing is open.

A Copy/Monitor tab will show up when you select the drawing and from this tab select "Coordination settings" option as shown in the following image.

The Coordination setting will list all the categories of equipment from the selected link and in this setting, you can change the behavior of individual equipment as shown below.

Then you can click "Save and Close" button.

You can also click either on Copy or Batch copy option to copy the equipment or element from the linked drawing.

Below shows an example where individual elements are selected to copy and you can see a monitor logo been shown near the copied object.

Tip 14: Using Linework tool

When you have a multistory building design as shown in the figure below, you may find lines that shows up to separate each floor. 

As you can see the line that runs around the building after each floor may not always be required.

So, you can hide these lines.

In Revit we do not have any direct method to hide those lines so we will do it using a workaround.

We will create a line style with the color white so that they get merged with the design.

To do that, go to the Manage tab in the ribbon palette and select the Additional setting drop down to select line Style as shown in the following image.

Once you are in the line style dialog box you can click on the new icon under modify subcategory and give any custom name to identify the created line style.

Here I will give a name as “White Line-Custom” and press OK as shown below.

Now that the new line style with the custom name is created you can simply click on the color icon near to line style and select the color white so that it is merged with the wall.

Then click OK to accept the changes as shown in the following image.

As the line style is created, you can change the line style of the existing lines by clicking on the “Linework” icon under the modify tab or simply type “LW” from the keyboard.

Once the command is activated, you can select the line style from the dropdown under the modify tab as shown below:

Now select the lines which we want to convert into the new line style.

After that when we click on the lines that used to show the separation between walls it now changes to white, ultimately making it invisible from the drawing.

Tip 15: Wrapping the wall ends

You may have noticed that when you create any specific type of wall with some details the layers assigned to the wall will only be directed along the width of the wall.

Consider the example shown in the image below.

Here you can see that in the wall on left, the details are assigned in layers towards the width, but the same layer pattern is not followed at the end points of the wall.

We can make it to look like the wall.

To make the endpoints of the wall wrapped with the same pattern, you can select the wall, then go to edit type from the properties panel.

In the "Type Parameters" palette select the edit option for the structure as shown below.

In the edit assembly dialog box, select “Exterior” from the drop down available under the option "At Ends:" under default wrapping properties as shown in the image below.

Now you can click OK on both the dialog box and you will see that the end points of the wall are wrapped in the same layer structure as per the wall type.

Tip 16: Combine two types of Walls with elements

Consider an example where we made a normal brick wall with a door and windows as elements added to it.

To give the design more polished look I would like to add another layer of wall in front of the existing wall with a different material as well as a custom height.

So once I add that custom made layer wall the design may look like the image given below:

Here you can see that the newly added wall as a layer to the existing wall doesn’t identify the door or windows thus it doesn’t break at the required positions.

So, to make this correct, we can go to the modify tab in the ribbon pallet and click on the Join Icon under the geometry panel and then select both the walls to join them together as shown in the following image.

After joining both the walls, you can see that the elements or components reflects correctly on both the layers of wall as shown below.

Tip 17: Remove gaps in curtain wall frame

In some scenarios when we insert a curtain wall, you can see gaps in the curtail wall frame on the mullions as shown in the following image.

This happens as the curtain wall will have a different dimension for the mullions at the boundary as well as in the interior.

You can check that by selecting the curtail wall and clicking on the edit type icon in the properties panel.

In the "Type Parameters" dialog box, scroll down to Vertical and Horizontal mullions section and there you can see different sizes assigned as shown in the following image.

To remove the gaps in the border or the boundary of the curtain wall, you need to select any one mullion in the panel and click on the icon that pops up at the junction which says “Toggle Mullion Join” as shown in the left side of the following image.

This will join the border to give a seamless design as shown on the right side of the image above.

You can repeat the same process at all the joint locations to merge the gaps.

Tip 18: Editing the profile of a curved curtain wall

If you want to edit the profile of a wall in Revit you can simply click on the object and select the icon "Edit Profile" from the modify tab.

But that is not the case with a curved curtain wall as the "Edit Profile" option is not available for curtain walls. 

So, to have a custom shape for a curved curtain wall, you need to follow the steps explained here.

Consider the example below where you have a design with a curved curtain wall as shown in image A below and you want to make it look like image B.

To add a custom profile shape to the curved curtain wall, we need to first go to the floor plan view and click on the reference plane icon from the architecture tab as shown below.

Insert the reference plane in such a way that it lies parallel to the design.

Once the reference plane is inserted you can rename it to a custom name.

Here we named it as “Reference plane_Curtain Wall”.

Now you need to open up the elevation view which is perpendicular to the reference plane.

In my case it is the West elevation view, just make sure the Curtain wall is visible in the view.

Now click on the Roof by extrusion icon which you can find under the Architecture tab under the roof dropdown as shown below.

In the Work plane dialog box click on the name option and select the custom plane that you have created earlier and click OK.

Revit will show one more dialog box where you can select any level, after selecting the level click OK as shown in the following image.

Now create the custom shape that you want as a profile for the curtain wall by using any tool under the modify tab.

I have used the spline tool to draw a custom shape.

Please do note to extend both the sides so that the created extrusion will cover the curtain wall completely as shown below.

Now that you have created the extrusion, you can go to the 3D view and extend the extrusion in such a way it completely crosses the curtain wall as shown below.

Now you can select the curved curtain wall and select the icon "Attach Top/Base" from the modify tab and select the extruded wall.

If any warning appears you can select the delete element option as shown below.

Now that you have the profile created over the curtain wall, you can hide the extruded wall by selecting the wall then right click to find the option "Hide in View" then "Elements" as shown below.

Now you have a complete design with a custom profile made for the curved curtain wall as shown in the image below.

Revit Structural Tips

The tips in this section are related to Revit Structural software.

[Will be added soon]

Summary

So, that was our collection of useful Revit Architecture tips and tricks.

If you have a tip that you want to add us in this list share it with us in the comments down below.


Disclosure: On this site, we have placed some recommended products and services from which we get an affiliate commission for every purchase you make without any extra cost to you. Learn more about our affiliate process here.

Get SourceCAD free courses

Start learning your CAD and engineering tool for free with our free courses and eBooks. Get a certificate of completion on finishing the courses.

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}
>