Revit Timeline: Understanding Revit Phasing

Paul F. Aubin, www.paulaubin.com

Class Description
Revit has a pretty ingenious way of dealing with project phasing. You do not
manually configure each object as new, existing or demo. Rather, phases in
Revit are like points in time. You develop a timeline of your project’s life-cycle
and then each object is plotted along this timeline. You can view any point in
the past, present or if you are clever, the future as well by creating phase views.
“Existing” happened before the project began. Any number of “new
construction” phases can be configured after this point. Demolition however is
not a phase. Instead it is the point in time where an object’s “life” ends. Sound
intriguing? In this session we’ll learn how to set up phases, configure views and
display demolition, existing and new construction in appropriate ways. As if that
weren’t enough, we’ll even explore a little work-around to overcome Revit’s
inability to display future work. Intrigued now? Then join us for this walk along the
Revit timeline!

About the Speaker:

Paul Aubin is the author of many Revit book titles including the widely
acclaimed: The Aubin Academy Mastering Series: and the all new Renaissance
Revit and Revit video training at www.lynda.com/paulaubin. Paul is an
independent architectural consultant providing Revit® Architecture
implementation, training, and support services. Paul’s involvement in the
architectural profession spans over 20 years, with experience in design,
production, CAD management, mentoring, coaching and training. He is an
active member of the Autodesk user community, and is a high-rated repeat
speaker at Autodesk University, Revit Technology Conference and a national
speaker at the BIM Workshops. His diverse experience in architectural firms, as a
CAD manager, and as an educator gives his writing and his classroom instruction
a fresh and credible focus. Paul is an associate member of the American
Institute of Architects and a member of the Institute of Classical Architecture. He
lives in Chicago with his wife and three children.
Revit Timeline: Understanding Revit PhasingRevit
Timeline: Understanding Revit Phasing
Paul F. Aubin, www.paulaubin.com

Revit Phasing
Phasing in Revit gives us the ability to apply the fourth dimension—or time—to
our projects. Revit’s approach to phasing is simple and straightforward. A simple
timeline is established for the project that includes one or more points in time
(each point in time is a phase). The out-of-the-box default project template
includes just two phases: “Existing” and “New Construction.” You can add
additional Phases as project needs dictate. (Phases vary slightly in the
Construction and Commercial templates). To add or edit Phases, go to the
Manage tab, on the Phasing panel and click the Phases tool (see Figure 1).

Figure 1—The Phasing dialog is found on the Manage tab on the Phasing panel

Project Phases
Every element in your model exists at a period in time defined by two phasing
parameters. These are the Phase when the element was created and the Phase
when it was demolished (see Figure 2).

Figure 2—Every model element has a Phase Created and Phase Demolished parameter on the Properties
palette

The Phase Created setting will default to the same value as the current view
when the object is created. You can always change it on the Properties palette

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later if necessary. The Phase Demolished defaults to None. This is the correct
setting for existing construction to remain.

The Phasing Dialog

Access Phasing settings on the Manage tab. This three-tabbed dialog allows us
to add and remove phases, configure graphical settings for objects assigned to
a particular phase and controls for how views will display phased objects.
The settings on the three tabs are tightly interconnected, so be sure you
understand the overall concepts and procedures before attempting to
customize.
For example, the most common mistake made by users new to phasing
(particularly those coming from AutoCAD) is to create a “Demo” phase. This is
not the correct way to convey demolition in Revit. Every phase in
Demo is Revit can end with demolition. Demolition is the point in time
not a when an object is removed (or demolished). It is not a separate
phase phase.

Project Phases
On the Project Phases tab, you can add or remove phases. Your project must
have at least one phase, but in most cases two or more is actually more
appropriate. Every project can actually make use of the default Existing (what
was there before your project starts construction, like the site) and New
Construction (what you are adding to the site, like your building). If your project is
more complex than this, you can add additional phases on the Project Phases
tab. A new phase can be added before or after an existing one. The top of the
list is earliest (in the past) and the bottom is in the future (see Figure 3).

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Timeline: Understanding Revit Phasing
Paul F. Aubin, www.paulaubin.com

Figure 3—Phases occur sequentially in time, use the Project Phases tab to create and modify phases

You cannot actually delete a phase. Rather, you combine it with the previous or
next phase. This will reassign all the objects and views in the model appropriately
as required.

Graphic Overrides
The Graphic Overrides tab lists four Phase Status conditions and their
corresponding settings. Phase Status conditions can be used to graphically
convey model elements at any point in time. Phase Status conditions are built into
the software. You can edit their characteristics but you cannot add or delete
them.
The most important characteristic to understand about Phase
Status conditions is that they are not static. Each of the Phase Phase Status
is Relative to
Status conditions is relative to the currently active phase. In other
the current
words, if you are looking at a view set to Existing, the objects view
created in that phase will appear as “New” since at that point in
time they were new.
On the other hand, objects that represent new construction do
not appear in such a view at all. This is because relative to that point in time, they
do not yet exist… Just ask Marty… (see Figure 4)

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Figure 4—Marty’s view appears to be set to the previous phase…

Change to another view set to New Construction, and the same objects now
displayed grayed out to indicate that they are “existing” as seen relative to the
current view. Furthermore, all of the previously hidden new construction now
displays.
Here is a brief description of each Phase Status condition (see Figure 5)

Figure 5—Revit includes four built-in Status conditions

Existing—Relative to the currently active Phase, items created in an earlier phase

that have not been demolished are considered Existing.
New—Items created in the current Phase are considered New.
Demolished—Items created in an earlier Phase and demolished in the current
Phase are considered Demolished.
Temporary—This designation is used for items that are both created and
demolished within the same Phase.

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Timeline: Understanding Revit Phasing
Paul F. Aubin, www.paulaubin.com

View Phase Properties

Like objects, each view is also assigned a Phase. This is the point in time into
which we are viewing the model. If Doc Brown had been using Revit, he would
have set the DeLorean’s View properties to 1985 (see Figure 6).

Figure 6—Is this the New Construction phase or 1985?

Another important aspect of the Phase setting is that the Phase assigned to a
view is the active Phase for that view. In other words, if a plan view is assigned
the Existing Phase, all elements drawn in that view will automatically inherit this
setting and become existing elements. You can of course override the setting by
editing the element’s properties, but working with the currently active view
Phase can be a much more efficient way to work. It is often desirable to create
a view for each major Phase of work and then simply make the appropriate
view active before drawings any objects.

Phase Filters
View properties also have a Phase Filter setting. (Return to the Phasing dialog to
configure them). This is how you display the graphical overrides built into each of
the Phase Status conditions noted above in the current view. A Phase Filter
determines how and if objects assigned to each Phase will display in the current
view (see Figure 7).

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Figure 7—Phase Filters determine what displays in a view and how or if it is overridden

Show All is built in and cannot be changed. Several others are included with the
default templates and you can customize these and/or create your own. For
each of the four Phase Status conditions, you can choose one of three options:
By Category—This setting makes no change to the items display. They will display
using their default settings as determined by the Object Style command
(Manage tab).
Overridden—This setting applies the override listed on the Graphic Overrides tab
to elements meeting this Phase Status condition.
Not Displayed—When this setting is active, elements meeting the condition are
invisible in the view.
In all three cases, view specific overrides are still possible using Visibility/Graphics
(VG) or object level overrides.

Remember, all conditions are relative to the current view’s Phase setting. So if
you have two new construction phases such as: Phase 1 New Construction and
a Phase 2 New Construction, items added and displayed as new construction in
a Phase 1 view will appear as existing in a Phase 2 view.

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The best way to get a good sense of the behavior of each of the Phase Filters
included in the out-of-the-box template is to try them out one at a time. Before
doing so, create an additional Phase like Phase 2 New Construction. With at
least three Phases, the various filters will be easier to understand.

Working with Phasing – Procedure

The most efficient way to work with Phasing is to create views for each major
Phase. In this way, when you add new elements to your model, they will be
added automatically to the correct Phase.
The basic procedure for Phasing is as follows:
1. Open the Phasing dialog (Manage tab) and edit or add Phases if
required.
Note: The default project settings include Existing and New Construction Phases
and all new views default to New Construction unless you specify otherwise.
2. Create an Existing construction view (floor plan and/or others) for each
level of the project.
3. Open the First Floor Existing floor plan view and layout the Walls, Doors and
Windows of the existing construction.
4. Switch to the New Construction views and add geometry representing the
new work.
5. Repeat for each Phase/view combination you have.
As you work, you can switch between views
to add or edit geometry or simply edit the
properties of an element to change its
Phase settings on the Properties palette
after it is drawn.

Step by Step example

This section includes the step-by-step procedures we will follow in the lab. Please
follow along on these pages as we go in the lab (If you are comfortable with

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phasing, feel free to experiment on your own). Keep these steps for reference
later or to repeat the lab for practice.

Phasing Basics
In this first exercise, we will get acquainted with the mechanics of working with
Revit’s phasing tools.
All steps and screen shots here are Revit 2013 (Architectural configuration), but
most should work in other flavors or versions.
The Steps outlined here are meant to supplement the live presentation given in
the lab. Steps have been kept brief and much of the explanations
accompanying the steps in the live lab have been omitted from the paper or
included in the first section of the paper above. Please refer back to the topics
above for further details on the concepts showcased herein.
1. If Revit is not already running, launch it now.

2. From the Application Menu (big “R”), or on the Recent Files screen, choose Open > Project.

3. Browse to the folder containing this lab’s dataset files (I will have this posted up on my screen) and open the file
named: 01_Timeline.rvt.

A very simple building plan appears. (This file was built from the out-of-the-box
default.rte Revit template).
Assign objects to Phases
Let’s see what happens when we change the phase that some of the objects in
this file.
1. Make sure that the Level 1 floor plan is active. Select the vertical Wall on the right side of the plan.

2. On the Properties palette, for the Phase Created parameter, choose Existing. Deselect the Wall (see Figure 8).

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Figure 8—Change the Phase Created on the Properties palette

Notice how when you deselect the Wall, it turns gray and a lighter lineweight.
3. Select the two horizontal Walls adjacent to the one just edited. (Select just the Walls, not the Windows yet).
Change them to Existing the same way.

Notice that the Walls change the same way, but that the Windows in the lower
Wall remain new construction. This triggers the Window openings to become
demolition! Very cool (see Figure 9).

Figure 9—Demo for the Window openings is managed automatically

If you want the Windows to be existing, you have to change them as well.
4. Select one of the Windows in the lower Wall. On the Properties palette, change it to Existing the same way.

Doors work the same way. What happens if you change just a Door or Window
to Existing without first changing the Wall? No demolition will be created, but in
an existing view (see below), you would have a Door or Window with seemingly
no host. That would be a little odd indeed. More common is the case where a
new Door or Window is added to an existing Wall. Let’s try that.

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5. Create a new Door near the top of the vertical Wall at the right (see Figure 10).

Figure 10—Add a new Door and the Wall hole is shown as demo automatically

Notice how the opening for the Door is automatically demolished from the
existing Wall.
Demolition
Now let’s demolish some elements.
6. On the Modify tab, on the Geometry panel, click the Demolish tool.

7. Click on the top horizontal existing Wall.

The Wall now displays as dashed indicating it is demolished.

8. Demolish some additional items (see Figure 11).

Figure 11—Use the Demolish tool to demo various objects

Demolishing a Door or Window will infill a piece Wall at the opening

automatically. If you demolish an element in the same phase it was created, it

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displays differently. (dashed and hatched by default). This indicates temporary

construction.
Temporary construction raises one of the issues we sometimes see with the
Demolish tool. It is very convenient and kind of fun. But what it actually does is
change the Phase Demolished setting on Properties.
9. Cancel the Demolish tool and then select the horizontal Wall demolished above.

10. On the Properties palette, take note of the Phase Demolished parameter.

11. Repeat for the temporary Wall and a Wall that is not demolished (see Figure 12).

Figure 12—Using the Demolish tool simply changes the Phase Demolished parameter on the Properties
palette

Studying these settings exposes an alternative to the Demolish tool. If you prefer,
you can simply select the phase at which an object is demolished from the
Phase Demolished parameter on the properties palette. To “un-demolish” an
object, set this parameter to None.

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Figure 13—Phasing parameters are like the lifespan of your model elements

A good way to think of these settings is that you are litteraly setting the “lifespan”
of each element in your model. The object is “born” at the Phase Created
setting and “dies” at the Phase Demolished setting. Your project and its views is
nothing more than a snapshot of this timeline (see Figure 13).

Understanding Phasing Settings

Now that we have an understanding of the mechanics involved in changing an
object’s phasing parameters, let’s dig a little deeper into how to configure
phasing settings.
Add Phases
Most projects are well served by the two phases provided in the default project
template. These phases give a clear distinction between existing, demolition and
new construction. However, in more complex projects where construction is
staged across multiple phases, you can add additional phases to the list. You
add phases in the “Phasing” dialog.
1. On the Manage tab, on the Phasing panel, click the Phases button.

On the Project Phases tab, we can add or remove phases. You must have one
phase, but most projects will have two or more. Phases are points in time. So

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before you add a phase, decide if it comes before or after the phases already in
the list.
2. On the Project Phases tab, select New Construction and then on the right, click the After button.

A new Phase 1 will appear.

3. Rename this New Phase 2 and rename New Construction to New Phase 1. Add descriptions if you like and then
click OK (see Figure 14).

Figure 14—Edit the Phases and add a new one

This change is global. All elements previously assigned to New Construction now
use New Phase 1 instead.
4. To the right of the existing building, use the Wall tool and create a new building approximately the same size as
the existing main building.

5. Add some Doors and Windows.

6. At the top of the plan, draw a wall between the two buildings (see Figure 15).

Figure 15—Create new geometry

Selecting any of the elements just drawn reveals that all of the elements are
assigned to New Phase 1. How does Revit know which phase to assign to new

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elements? The phase assigned to new elements is determined by the view in

which they are drawn.
Assign Phases to Views
Like model elements, views also have a phase parameter on the Properties
palette. This is used to determine what is seen in that view and what phase new
elements inherit.
7. Deselect all elements to make sure that the Properties palette is showing the properties of the Floor Plan.

8. Scroll down and notice that the Phase parameter is set to New Phase 1. Don’t change anything yet.

9. Select the Wall between the two buildings and change it to New Phase 2.

It disappears! This is because relative to the current view, which as we saw is set
to New Phase 1, this Wall does not exist yet.
10. Deselect the Wall and for the Level 1 view, change the Phase setting to Existing.

Notice that all elements not assigned to the Existing phase disappear and the
existing elements remaining now display bold as if they were new construction.
This is very important because in Revit, what it means to “Existing”, “Demo” or
“New” is not static. Rather it is relative to the setting of the view in which it is
seen!
The Phase setting for the view’s properties is like setting the destination time in
the DeLorean. Remember when Marty went back in 1955 and tried to go to his
house? It was the same tract of land, but his subdivision had not even been built
yet! (see Figure 4 above)
11. For the Level 1 view, change the Phase setting to New Phase 2.

Now everything turns gray except the one Wall between the buildings which we
moved to this phase.
12. Draw another Wall between the two buildings near the bottom of the plan this time. Ignore any warnings (see
Figure 16).

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Figure 16—Objects take on the phase of the view at the time they are created

As you can see, if the view is set to the correct phase, it is easier to add elements
because they inherit the correct phase automatically. Therefore, it is best
practice to create a few copies of the view: one for each major phase where
work is being performed. In this way, you can quickly view each phase and also
add or edit objects easily.
Clean up
Before we get too much further, let’s clean up the phase assignments of the rest
of the geometry. The building on the far left is existing to remain. The addition to
it in the middle will be demolished at the end of Phase 1. The new building that
we drew on the right is created in Phase 1 and finally the connector building in
the middle (just the two Walls currently) is built in Phase 2.
13. Make a window selection around the building on the left (drag from top left to bottom right).

Notice that the Phase settings on the Properties palette are grayed out. This is
because of the Curtain Wall. You cannot assign the sub-elements of a Curtain
Wall to a different phase than the parent Curtain Wall. (We will discuss this
below).
14. On the ribbon, click the Filter button and uncheck Curtain Panels, Curtain Wall Grids and Curtain Wall Mullions.
Also, using the SHIFT key, deselect the Curtain Wall Door (see Figure 17).

15. On the Properties palette, change the Phase to Existing.

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Figure 17—Use the Filter command and SHIFT key to deselect Curtain Wall elements

16. Deselect all objects and on the Properties palette, set the Phase for the Level 1 view back to New Phase 1.

17. Select the Walls of the small addition in the middle, the two Windows and the Doors. (Hint: don’t select the Wall
infills by the Windows.)

18. Set their Phase Created parameter to Existing and the Phase Demolished parameter to New Phase 2.

CATCH UP! You can open the file completed to this point named: 02_Timeline.rvt.

We’ll use the catch-up file here to continue. All of the objects have been
assigned the correct phase, but now we need to create and configure the
views.
Duplicate and assign phases to views
To see the results of the changes we just made, let’s duplicate the plan view a
few times.
1. On the Project Browser, right-click the Level 1 view and choose Duplicate View > Duplicate. Rename it to
Level 1 (Exist).

2. Repeat twice more creating Level 1 (Phase 1) and Level 1 (Phase 2).

3. Double-click to open Level 1 (Exist).

4. Make sure no objects are selected and on the Properties palette, change the Phase to Existing.

5. Repeat for the other two views.

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Phase Filters
As you can see, the objects change display characteristics based on the phase
assigned to the view. It is like a window looking at just a limited portion of our
timeline. However, the other very important behavior here has already been
noted above: what it means to “Existing”, “Demo” or “New” is not static. This is
controlled by Phase Filters and Graphic Overrides. You can refer to the general
descriptions of these features above, in this sequence we’ll explore them first-
hand.
6. Compare the Level 1 (Phase 1) and Level 1 (Phase 2) floor plans.

The Phase 1 plan is pretty easy to understand, but the Phase 2 plan is a little busy.
Phase Filters can help to limit what is displayed in a view and where appropriate
override the graphics. Let’s explore a few.
7. Open the Level 1 (Phase 2) floor plan.

8. Make sure no objects are selected and on the Properties palette, change the Phase Filter to Show Demo + New.

Not perhaps a setting you would use for views destined for plotting, but it could
be helpful for troubleshooting if object’s phases are properly configured. There
are a couple others with similar diagnostic value:
9. Try Show New and then try Show Previous Phase.

Be careful with Show Previous Phase as you can draw new objects in this mode,
but they will not appear! Revit will warn you, but just the same it can confusing if
someone leaves a view set this way.
The next two that we are going to try do have utility in plotted views.
10. Try Show Previous + Demo next.

This is basically your typical demolition plan. Again the same caution applies
about drawing new objects as “new” construction is not displayed in this filter.
But you can set a view this way, add demolition notes and serves very well for a
demo plan.
11. Duplicate the current view, rename it to Level 1 (Demo) and leave it assigned to the Show Previous + Demo
Phase Filter.

12. Reopen the Level 1 (Phase 2) floor plan. Change the Phase Filter to Show Previous + New.

This is a typical floor plan. It shows existing and new construction. Notice that
since the current view has its Phase set to New Phase 2, both the left and right

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buildings appear gray. Remember, what it means to be “existing” or “new” is

relative to the active Phase.
13. Double-click the Level 1 (Phase 1) floor plan. Change the Phase Filter to Show Previous + New.

Notice that the building on the right is now bold. In this view, it is “new”
construction.
14. Reopen the Level 1 (Phase 2) floor plan (see right side of Figure 18).

Figure 18—Phase Filters can dramatically impact what is displayed in the view

15. Try the last two options of Show Complete and None. Set it back to Show Previous + New when done.

Show complete displays how the building looks when the project is finished. So
there is no longer a need to show any demolition nor to show existing and new
differently. So all construction shows bold.
When you choose, None, there is no filter applied. So even though phasing
settings still exist, they are no longer expressed graphically.
Graphic Override Settings, View Phase Properties and Phase Filters were all
discussed in topics above. If you want to explore the settings a bit more, on the
Manage tab, on the Phasing panel, click the Phases button. Phase Filters have
three options for each condition. To leave objects alone and apply no overrides,
leave the setting at By Category. Not Displayed makes elements invisible. When
it says Overridden, the settings on the Graphic Overrides tab apply. Feel free to
explore the settings on your own.

Special Considerations
That concludes most of the basic procedures. In the topics that follow, we will
consider many special cases and considerations with respect to phasing.

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Copy and Paste

When you copy and paste elements, the phasing is NOT retained! Always make
sure you paste into a view that is set to the phase you want to use. If you don’t
you will have to adjust the phasing of the pasted elements afterwards.
Schedules
Schedules are views. Therefore, the same rules apply. They are assigned to a
Phase and Phase Filter. Only elements allowed by that Phase and Filter
combination will be displayed (see Figure 19).

Figure 19—Schedules like other views have both Phase and Phase Filter settings

Use a View list schedule

When you have a project with many views, you should consider creating a View
List Schedule to manage their settings. A View List is simply a schedule of your
project’s views. The nice thing about a View List is that you can edit directly in
the schedule which can often be more efficient than opening one view at a
time (see Figure 20).

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Figure 20—You can use a View List Schedule to edit the settings of a view

Curtain Walls
You cannot demolish part of a Curtain Wall. So if you are keeping most of the
Curtain Wall but need to demo just a few bays to add a door or some other
feature, you have to be clever about how you handle it.

Figure 21—You cannot demolish a portion of a Curtain Wall, instead you must manually break the Curtain
Wall into sections

Start by removing the Grid segments and Mullions in the area that you want to
demolish. Select the Panel that remains and choose Empty System Panel. You
cannot delete it, you have to use the Empty Panel (see Figure 21).
Next, draw a new Curtain Wall in the place where you created the void. You
can then demolish this smaller Curtain Wall, which will automatically demolish its
Mullions and panels. Finally, build a new Curtain Wall in the same location for the
new construction and assign it to the proper phase.
Roofs and Floors
Roofs are similar to Curtain Walls. You cannot demolish part of a Roof or Floor
Slab. Instead, you’ll have to build it in two or more pieces and demolish the part
you want to demolish and build a new Roof or Floor in that location for the new
construction. An example is provided in the dataset.

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Topography
Topography and Building Pads can be a little challenging when it comes to
phasing. You assign Phase Created and Phase Demolished settings just like other
model elements. Revit has some very basic Cut and Fill calculation tools. You will
find a tool on the Massing & Site tab, Modify Site panel, named Graded Region.
To use this, it requires that your toposurface be assigned to a previous phase and
then it will be demolished. In its place, a new surface is created whose grading
you modify either point by point or by completely regrading all points. You then
create a Schedule and include the Cut and Fill fields to quantify the results.
Pads are really the trouble spot. Even though a Pad can be demolished, it
influences ALL toposurface elements with no regard to phasing. Furthermore,
you cannot have two Pads overlapping (even on separated phases!), so you
have sometimes break them into many pieces to try to properly represent the
excavation in time. In reality it is probably easier to do the topography in a
separate linked Revit file and then do a save-as for the new construction and
simply swap in and out the appropriate Linked file.
Levels and Grids
Levels and Grids do not use Phasing. You will have to create all the Levels and/or
Grids you need and hide them manually in views that do not need to see them.
Rooms
People often find Revit’s handling of Rooms in phasing a bit baffling. Rooms can
only exist in a single phase. Or another way of saying it is that each phase must
have a complete set of Rooms. When you consider that Rooms conform to the
shape of the surrounding geometry, you could end up with many situations
where Room shapes change radically from one phase to the next given the
demolition of even a few Walls. Not to mention that many Rooms would likely
overlap one another after such edits and you can hopefully begin to appreciate
the issue.
So while this is little comfort in those cases where many (or most) Rooms are
unchanged from one phase to the next, remember that Copy and Paste (as
noted above) do not remember phasing. Therefore, all you have to do is copy
all the Rooms that are unchanged from a view and paste them into a view in
the next phase. Then you add any missing or new Rooms as required. Let’s do a
quick example.
1. On the Project Browser, double-click the Level 1 (Exist) plan.

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There are three Rooms here and a Room Separation Line. Room Separation Lines
behave like other model elements. They CAN exist across multiple phases, and
then can be demolished. Therefore, in the coming steps, you only copy and
paste the Rooms, not the separations.
2. Add Room tags to each Room in the view.

3. Select Room 101, 103 and their tags. Copy them to the clipboard (CTRL + C).

4. Double-click the Level 1 (Phase 1) plan.

5. Demolish the Room Separation line at the top of the plan.

6. On the Modify tab, click the Paste drop down and choose Aligned to Current View (see Figure 22).

Figure 22—Rooms occupy only a single phase, copy and paste to more than one

Notice that the Room on the right conforms to the full space now that the
separation line has been demolished. You can rename and renumber as
desired. It is possible to reuse the same numbers but Revit will complain. You can
ignore the warnings, but unfortunately it can be tedious. Using a Schedule or a
third-party renumber routine is usually the fastest way to renumber many Rooms.
Despite the inconveniences of having to rely on copy and paste and with
duplicate numbering, copy and paste is important since it retains all identity
data associated with the Room. So if you are not changing the finishes for
example, this is an important aspect to keep in mind.

Future Work
It seems to me that of the provided phase status conditions, the one that is
missing is Future Work. There is no automated or built in way to have Revit display
the future. This is where Marty and his DeLorean certainly have a leg up on us.

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However, it is not too hard to “trick” Revit into displaying a future phase. There
are a couple approaches that are workable. The first uses a custom Phase Filter,
the other uses Design Options. Let’s take a quick look.
CATCH UP! You can open the file completed to this point named: 03_Timeline.rvt.

We’ll use the catch-up file here to continue. This file has some of the preliminary
work that we need for our future work example already setup to save us a few
steps.
1. Open the 03_Timeline.rvt project file and make sure the Level 1 (Future) floor plan view is open.

The Level 1 (Future) floor plan view is a copy of the Level 1 (Phase 2) view and is
currently configured the same way. There are two components to this solution.
First, we need to create a new Future Work phase at the end of our list of phases.
You draw any work not in the current contract but planned for the future in this
phase. You could theoretically have more than one such phase, but since the
next part of the solution relies on Phase Filters and Graphic Overrides, it really
works best if you can have a single “Future Work” phase.
The second part of the solution takes advantage of the Graphic Override for the
New status. If you study the list of existing Phase Filters, you will see that none of
them actually uses the override option for New. So we will create a new Phase
Filter that overrides new and then we can customize the settings of the new
status to match how we would like future work to display. We will essentially be
using the New status for Future in this work around.
2. On the Manage tab, on the Phasing panel, click the Phases button.

3. Click the Phase Filters tab and then click the New button.

4. Name it Future Work.

5. In the New and existing columns, choose Overridden. In the Demolished and Temporary columns choose Not
Displayed (see Figure 23).

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Figure 23—Configure a Future Work Phase Filter and accompanying override

6. On the Graphic Overrides tab, you can customize the settings for the New condition to suite your preferences.

7. Click OK to exit.

The final step is to assign these new settings to the view. (There is already some
geometry in the file on this phase to save time.)
8. On the Properties palette for the Level 1 (Future) view, change both the Phase and Phase Filter to Future Work
(see Figure 24).

The downside to this approach is that you can no longer use the Show Complete
Phase Filter. This is because it would show all of the future work as being
completed which would not be accurate. If you have a project with future
proposed work and you need to use the Show Complete option to show the
project at the completion of the current contract, you can use Design Options
for the Future Work instead.

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Figure 24—Assign the view to the new settings to display Future Work

Design Options for Future Work

Design Options do not work the same as Phasing. Curiously however, they are
often presented together. I think it is because they both offer a way to
conditionally manage the display of parts of the model. With phasing as we
have seen, the determining factor is time. The later on the timeline you are, the
more of the project you potentially see (demolition notwithstanding). With
Design Options, you are creating a fork in the road. If you take one path, you
see one thing, take the other path and you see something else. In other words,
the intention of Design Options is to allow for multiple variations of a design idea
to be housed and maintained in a single model. However, only one of the
options for a particular area (called an Option Set) can be viewed at a time.
Design Options do not take time into account at all in determining what displays.
Rather, you configure both globally and manually which option will display in
each view.
Since Design Options are not limited by time, if we use them to convey Future
Work, we can decide which views should see the future work and which ones
should not. Here is the basic process:
1. On the Status Bar or the Manage tab, click the Design Options button.

2. Click the New button for Option Set.

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3. Rename Option Set 1 to Future Phasing. Rename Option 1 (Primary) to Current Work.

4. Add a second Option and name it Future Work.

5. Select Future Work, click the Edit Selected button and then draw the objects representing your future work. You
can also use the Add to Set button to copy or add existing geometry to this option.

6. When finished, return to Design Options and click Finish Editing (see Figure 25).

Figure 25—Design Options offer a potential alternative approach to Future Work

Dismiss the dialog when you are done. When using Design Options, you typically
want the option that you are most likely to accpet to be the primary, but in the
case of future work, we do NOT what the Future Work to be Primary or it will show
in all views. The Primary Option shows automatically in all views that do not have
an override. To display our Future Work, we will rely on this override feature to
limit where it shows.
7. Create a view to display the Future Work and then edit Visibility/Graphics (VG).

8. There will now be a Design Options tab, click it and from the Future Phasing Option Set, choose Future Work
(see Figure 26).

When you return to the view, the Future Work will display.

Figure 26—Create a view and override its visibility/graphics to display the Design Option

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Paul F. Aubin, www.paulaubin.com

Since Design Options can show in any view, regardless of phase, we could use
this approach to manage multiple “future phases.”

Further Study

You can find more information and tutorials in my books and video training.
Please visit my website at: www.paulaubin.com for more information on my
books.

I also have Revit video training available at:

www.lynda.com/paulaubin. I have several courses at
lynda.com including: Revit Essential Training, Revit
Family Editor and Revit Architecture Rendering,
Advanced Modelling in Revit Architecture,
Formulas and Curves and many more.
If you have any questions about this session or Revit in general,
you can use the contact form at www.paulaubin.com to send me
an email.

Follow me on twitter: @paulfaubin

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