Making Families - Best Practice Procedures

June 2011 Rich

Family Procedures

Family Procedures

Before starting out on making Revit Families, it pays to read up on what are considered best practice procedures.

We have collated a check list of steps to adhere to whilst making most types of Families. We recommend Revit content developers follow these steps in the order listed to ensure quality user expectations.

Each of the steps involve more detailed considerations which are covered in a comprehensive Revit Advanced Training course. Refer to the Salesoft Website > Training Courses.


Start With The Appropriate Template

Hosted or Not
Adjust Category Parameters
Generic Model Cannot be Scheduled

Create Reference Framework

Create All Reference Planes & Lines
Define Origin Pair
Pin Key References
Name & Set IsReference Controls

Place and Flex Test All Dimensions

Create Required Family or Shared Parameters
Create Any Result Values From Formula
Label Controlling Dimensions
Constrain With Lock & Align

Create Geometry From References

Solids First Then Voids
Create Profiles For Sweeps
Always Dimension Geometry to References
Set Visibility Conditions
Create Any Required Subcategories
Apply Materials
Solids Derived from Voids

Create Symbolic Representations

Linework, Annotation & Masking Regions
Use to Minimise 3D Geometry in Ortho Views
Use to Simplify Linework at Reduced View Scales

Make Types & Flex Test Geometry

Assign Parameters By Instance or Type

Load into Project and Test

Flex in All View Directions, Display Modes & Detail Levels
Full Test by Overwrite and Replace Parameter Values

Add Any Nested Families

Generic Annotation & Detail Components
Sub Component Families For Assemblies

Create Any Supporting Type Catalogues

Must Be Same File Name & In Same Folder

Save To Library

Turn Off Reference & Dimension Annotation
Set Default Thumbnail View for Library
Save While Set To Most Common Type