260 CHAPTER 9 WORKING WITH DESIGN OPTIONSDesign options work in the following manner: You have a Main Model that includes all the elements you’ve modeled that are fixed and not affected
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In this chapter, we’ll explore how Revit supports workflows where multiple design options need
to be explored, evaluated, and presented This type of workflow is an integral part of developing
a design solution With Revit, design options can range in scale from entire façade studies down to kitchen layouts, all in the same integrated model
You’ll acquire the following skills in this chapter:
◆ Designing options work in Revit
◆ Creating new design options
◆ Presenting multiple design options
◆ Showing quantities and cost schedules for multiple options
◆ Consolidating your options and settling on a final solution
Revit Design Options
Revit provides a set of tools geared for developing multiple designs in the context of one project These tools allow you to explore alternative designs without having to constantly save multiple independent versions of your model as you move in different directions With Revit design options, you create, evaluate, and mock up a wide range of options in the context of your project file You’re free to mock up multiple roof configurations, entry canopies, furniture and office layouts, and stairs—anything that can be modeled Figure 9.1 shows an example of the same model with two different entry canopies Each canopy belongs to a separate design option that can be displayed or hidden in any view This lets you create views that show each option so the two designs can be eval-uated against one another
Figure 9.1
Design options being used to explore alternative design solutions 44831.book Page 259 Friday, October 12, 2007 12:31 AM
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Design options work in the following manner: You have a Main Model that includes all the elements you’ve modeled that are fixed and not affected by the options you want to explore The Main Model can be thought of as a backdrop or stage on which different options play Elements in the Main Model are always visible, whereas design options come and go—appearing and disap-pearing depending on what you’re editing The options could include different furnishing for the interior or different canopies over an entrance, and the Main Model includes everything else that’s
not in the option
You can make as many options as you need—there is no limit You can create views for each one and assign the view to show only specific options You can then present them to a client, to the project architect, or to other stakeholders in the design process Once a design option has been settled on, you take the option and accept it as the primary design solution going forward by adding it back to the Main Model Doing so deletes all elements in the design options that aren’t going forward
Enabling Design Options
To enable design options, first make sure the Design Option group of tools is visible in the toolbar
by right-clicking the toolbar and checking Design Options in the list A new set of tools appears at upper right on the toolbar:
By default, only one button (Design Options) is enabled in a new file that has no design options That button launches the Design Options dialog box, where you create and manage all the design options in a project We’ll cover the other buttons in the next few sections
Enabling design options doesn’t create anything at first—it simply sets up the work environment
so you can begin making various designs using the feature
Design-Option Sets
In Revit, every design option belongs to a design-option set, where a set is a way of structuring the design options into clusters to aid your workflow For example, in a project you may have three design options for an exterior façade, two options for a bathroom configuration, and three options for room and furniture layout Revit allows you to have several sets for each major type of option being explored You may have a design-option set called Exterior Facades, one called Bathrooms, and another called Room Layout In each set, you have two to three options for the design in question This hierarchy is structured as a tree interface in the Design Options dialog box, as shown in Figure 9.2 Each option set is shown in a top-level node of the tree, and each design option is shown as a child
of a set
As you can see in the dialog in Figure 9.2, there is always a primary option in each set, designated
by the “(primary)” suffix This option is always visible by default in any view You can change the primary option by selecting an option in the dialog and clicking the Make Primary button In your views, the new primary option will then be visible by default, hiding the previously defined pri-mary option
When you reach a point in your design where you’d like to explore multiple design solutions, you’re ready to start making option sets Think about how you’d describe the option—Façade Stud-ies, for example—and name your option set accordingly Add at least two options to the set—more,
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if you think you’ll be exploring more than two options You don’t have to define all the options in the beginning; you can always come back to the dialog and add/remove options if need be
Figure 9.2
Design Options dialog showing some option sets and options
Creating new design option sets is straightforward Click the New button, and a new set is cre-ated To give the set a unique name, select it in the tree and click the Rename button Adding new options follows the same pattern: Make a new one, and then give it a unique name
You can delete sets and options at any time; doing so effectively deletes any elements added
to a design variation you’ve made using that design option, so be wary of deleting before you’re ready The same effect is achieved when you click the Accept Primary button—all other options in that set are deleted
Adding Elements to a Design Option
Once you’ve formally established design sets and design options, you can do a number of things depending on the scope of your options You can add elements from the Main Model into each option to experiment with variations of the element—this is good if you want to explore different expressions of the same object without adding new elements For example, if you want to show two roofs with the same footprint but different slopes, this method of adding the roof into each design option will work Once the roof is added to each option, you edit the option and then edit the roof slope The roof is essentially a copy and can be edited independently in each option (Figure 9.3) Another way to work with options is to start editing the option directly, without first adding ele-ments to the option This approach works well if you have a design idea but don’t want to add it
to the Main Model just yet When you begin editing an option, the Main Model grays out, and any new element you add is added to the active design option For example, let’s say you haven’t yet designed the entry canopy for your model, and you want to experiment with some different ideas Start editing the option, and you can then model whatever you want The Main Model is still visible for reference, but it isn’t editable
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Figure 9.3
Design options in the same model
You can use both methods in combination as well For example, you might add a wall from the Main Model to two options, and in each option add new, but different, window types to the wall You’d use the Add To Design option-set button to put the wall into both options, and then you’d edit each option to add the new windows
To add elements to an option, first select them, and then add them to the appropriate design options by clicking the Add To Design option-set button on the toolbar Select only the elements you wish to make variations of—you don’t need to add elements that you won’t be editing Once you click the Add To Design button, you’re taken to a dialog that allows you to copy the elements into the desired design option(s) Again, this method is best if you know the elements will be essen-tially the same in each option and may vary only in type, material, or arrangement Figure 9.4 shows the same walls in two options with different windows inserted, and using a different wall type to change material
Figure 9.4
Add walls to multiple options in order to experiment with different window placements
To edit a design option, click the Edit Option button, and choose an option to edit You’re taken
to a special edit mode, and anything you create is added to the active design option automatically Use this method if you’re starting from a blank slate and laying out several options for furniture layout or exterior shading devices, like those shown in Figure 9.5
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Figure 9.5
Use this dialog to choose the design options into which you want to add elements
When you’re adding elements to design options, keep the following basic rules in mind:
◆ Host-based elements that cut the host (such as windows or doors) need to be included with the host when you make design options Inserts are automatically copied with the host when you add hosts to design options Using our example of a wall with a window in it, if you add the wall into a design option, the window is automatically added as well
◆ By the same token, if you’re editing an option and try to place a window or door into a wall that’s not included in the option, you’ll get a warning:
You need to add that wall to your design option if you want to place inserts in the wall Host-based elements that do not cut their hosts can reside in different design options without the host For example, a wall-hosted sink can reside in a different design option than the wall on which it’s mounted (which resides in the Main Model), but a window that cuts a wall can’t
◆ When you’re adding curtain walls from the Main Model to a design option, the grids, mul-lions, and panels are automatically added for you
◆ When you’re adding a roof to a design option, you should include all walls that attach to that roof Otherwise, you won’t be able to attach walls to the roofs in your design options
◆ When you create groups or arrays within a design option, selected elements must be in the active option
Once an element has been added to a design option, by default it’s no longer selectable when you work on the Main Model You can override this behavior by deselecting the Exclude Options check box on the Options bar
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Because the elements in a design option can’t be selected from the Main Model, to edit elements, you’ll need to use this feature or activate a design option For example, if you add all your exterior walls to design options in the Exterior Facades option set, the walls won’t highlight or be selectable unless you’re editing the design option If you add elements to a secondary option, they won’t be visible by default in the Main Model
Editing a Design Option
To start experimenting with design variations, you edit your design options To do so, use the drop-down menu associated with the Edit Option button on the toolbar, and choose the option you want
to edit (Figure 9.6)
Figure 9.6
Use the Edit Option button to access a drop-down list of available design options
The Main Model grays out and becomes unselectable This allows you to modify the elements
in the design option without worrying that you’ll mess up other parts of the model Any element created while in the design option’s edit mode is automatically added to the option For example,
if you’re editing Option 2 of an Exterior Façade set, and you insert new windows in a wall in that option, the windows are added to the design option—they aren’t added to the Main Model Remember that the wall must be in the design option in order for you to place the window
Editing an Option by Selecting an Element
If you want to start editing an element in a design option directly, click the Edit Option button and choose the Pick To Edit option Hover the mouse over the model, and elements in design options will highlight; you can then begin editing an element as soon as you click it This shortcut lets you edit elements in a more direct manner and opens the desired option automatically
Take the example of two views showing different roof options In each view, to start editing the option, you choose Pick To Edit, select the roof, and start editing the roof—you don’t have to think about the name of the option
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Exterior Skins
Using design options, we added the exterior skin of a building to two options in an option set By creat-ing a new wall type with different materials, we easily exchanged one wall type for another in each option Once the wall types were swapped in each option, we duplicated the perspective view showing the exterior skin and changed it to show both options (spandrel glass o‘n the left, wood on the right) using the Visibility/Graphic Overrides dialog So that these northeast perspectives can be readily found in any list, we assigned the views meaningful names: Glass NE and Wood NE
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Displaying Design Options
To visualize different design options and have them represented in separate views that you can drop on a sheet, you create a new view that displays the desired option To do this, right-click any view in the Project Browser, choose Duplicate, and give the view a name that indicates which design option it represents
As you can see in Figure 9.7, once you’ve created option sets and design options, a new Design Options tab appears in the Visibility/Graphic Overrides dialog The default visibility setting is Automatic, which shows the primary option and the Main Model Using the drop-down menu under Design Option, you can override this setting and show any of your other options
Figure 9.7
By default, views are set to show the primary design options and the Main Model
In Figure 9.8, three options are shown for a building façade: Option 1 has no canopy over the third-floor deck, Option 2 has a solid canopy, and Option 3 has a louvered canopy All three options exist in the same model and can be visualized next to one another by duplicating the view and changing the Visibility value of the design option
Deciding on a Final Design Solution
When you’ve decided which option to build, with one click you can make the chosen option become a part of the Main Model and get rid of the rest First, decide which option you intend to keep, and designate it as the primary option by clicking the Make Primary button in the Design Options dialog Then, select the option set, and click the Accept Primary button Doing so brings up
a confirmation dialog asking if you’re sure you want to do this (Figure 9.9) As the message sug-gests, if you proceed, all secondary options will be deleted, and whatever is in the primary option will be pushed into the Main Model (Make sure you’re ready to implement the decision!) The ele-ments will again become selectable without your having to edit a design option This approach is
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recommended if you’ve made a definite design decision and intend to move forward with that decision Keeping unused and out-of-date options in the project needlessly inflates the file size and adds unwanted complexity
Figure 9.8
By duplicating views and changing the default design option visibility, it’s easy to compare options and even place the views
on sheets for printing
Figure 9.9
To add an option back
to the Main Model, click the Accept Primary button in the Design Options dialog
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You’re also asked to delete any views that were set up to display options that you’re deleting (Figure 9.10)
Figure 9.10
You’re prompted to delete views associated with options you’re deleting
Click Delete to continue, and the views will be removed from your project You can’t keep any views that were set to show secondary options that no longer exist
Putting Design Options into Practice
In the following exercise, you’ll make three different office layouts, shown in Figure 9.11, using design options Option 1 is a hybrid design of open space and closed offices, Option 2 is an open office with cubicles, and Option 3 has only enclosed offices Once created, all the options will exist
in one file and can be separately displayed in different views and dropped on one sheet for com-parison Follow these steps:
Figure 9.11
The three office layouts you’ll create
as design options 44831.book Page 268 Friday, October 12, 2007 12:31 AM