Expertise

Project Phasing

Configuration in Revit

Project Phasing

Objectives

  1. To understand the possibilities of working with phases:
  • Project phases
  • Phase Status
  • Graphic overrides by phase and phase status
  • Schedules

Prerequisites

  1. User will be using Revit, any version
  2. User has basic skills in modelling

Description

Revit can manage to work with phases in a project. This could be useful to work in refurbishment projects or in projects that are going to be build in different stages as per requirements.

Revit tracks the phase in which views or elements are created or demolished. You can use phase filters to control the flow of building model information into views and schedules. This allows you to create phase-specific project documentation, complete with schedules.

Procedure

Menu for managing phases in Revit will be found in the Manage Tab > Phasing Panel:

To work with phases in Revit several things have to be considered:

  • Phases in the project.
  • Object. Phase Created.
  • Object. Phase Demolished.
  • Phase in views.
  • Phase filter in views

Create Phases

Phases are different temporal stages according to which the project will be developed or constructed. Phases are the different sections in timeline established for the project and reflected in how model evolve in time.

To create phases:

  1. Go to Manage > Phasing > Phases
  2. Check the already created phases. They go from PAST (on top) to FUTURE.
  3. You can add as many phases as you need for the project development, but take into account that you don’t need a phase for the Demolition works, anything created in the past and non existing in the next phase will be considered as demolished.

  1. Give the phases a clear name. It can be changed later.
  2. Notice that:
  • You cannot reorder phases once they are created. They have to be created in the right order.
  • You cannot delete phases once they are created. They can only be combined with the previous or the next in the sequence.

Object phase parameters

Each element that you add to a project has a Phase Created property and a Phase Demolished property.

  • The Phase Created property identifies the phase in which the element was added to the building model. The default value for this property is the same as the Phase value for the current view. You can specify a different value as needed.
  • The Phase Demolished property identifies the phase in which the element was demolished. The default value is None. It can be changed as needed.

To define when an object is demolished you can also use the Demolish Tool. Go to Modify > Geometry > Demolish and click on the object to be demolished.

When you demolish an element, this property updates to the current phase of the view in which you demolished the element.

Phase parameters in Views

In the properties panel of views we will find to properties related to phasing in Revit:

  • Phase: this defines the temporary point in which we are in that specific view.

  • Phase filter: defines the selection of objects that the view will show. This selection will depend only on when those objects were created in relation with the specific phase of the view.

Project phasing. Filters and Graphic Overrides

In the Phases menu there are two other tabs with important settings:

Phase Filter

There are some default Phase filters that cannot be deleted.

You can create as much phase filters as needed in project.

A phase filter is a rule that you apply to a view to control the display (what and how) of elements based on their phase status: new, existing, demolished, or temporary.

  1. New. Element was created in the phase of the current view.
  2. Existing. Element was created in an earlier phase and continues to exist in the current phase.
  3. Demolished. Element was created in an earlier phase and demolished in the current phase.
  4. Temporary. Element was created and demolished during the current phase.

Phase status and phase filters apply to schedules too, as they are a kind of view :


Graphic overrides

They are specific graphic overrides for elements depending on the phasing. This overrides will only be applied if the phase filter option is set to “Overriden” for each of the four groups of objects based on their phase status.

Otherwise objects will be displayed “By Category” as defined in Visibility/Graphic settings of the specific view.

This settings are not category dependant, they are general overrides for any objects that fall  under one of the four groups:

  • Existing
  • Demolished
  • New
  • Temporary

Remember the precedence that take graphic overrides over other sets of graphic overrides. Number 1 is the highest priority (wins) over the others.

  1. Linework Tool
  2. Override Graphics in ViewBy ElementHalftone
  3. Graphic Display Options - Silhouette EdgesOverride
  4. Graphics in ViewBy Element
  5. View Filters
  6. View Depth - Beyond Line Style
  7. Phasing Graphic Overrides
  8. Visibility/Graphic OverridesOverride Host LayersCut Line Styles
  9. Visibility/Graphic OverridesProjection/Cut Lines
  10. Project Object Styles

Tips&Tricks

  • Use the less phases possible in the project.
  • An object is automatically created in the same phase as the view in which they are created.
  • Be careful. Phases in views affect also other related views. This means, a plan view will only show the sections that have the same Phase defined as the plan view.

Bottom-line

Revit can manage to work with phases in a project. This adds a temporal dimension to objects and views in the project.

Associated Files

  • 30035_GEN_Views
  • 30035_GEN_Graphics Management
  • 30035_GEN_Schedules
  • 30035_PRC_TopographyAndPhasing

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