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newSchoolWorks.com › VoTechWorks › Manufacturing & Marine › Drafting / CAD / BIM › BIM Workflows for Manufacturing and Marine Drafting › Lesson 5
MFG-DRAF17-06 · Lesson 5 · 12 clock hours · practice

Families, Parameters, and Content Creation

Objective. Students will create a custom Revit family—a marine equipment pad or industrial machinery base—with user-editable parameters for length, width, and height that flex correctly when values change.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by a licensed engineer or certified journey-level tradesperson or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.

VoTechWorks program approval and accreditation are still in progress. Credentials are issued only by the certifying bodies named in each program, after their own exams.

What Is a Revit Family?

In Autodesk Revit, almost every object you place in a model—a pump, a machinery base, a structural pad—comes from a family. A family is a reusable parametric definition that stores geometry and the rules that control it. When you change a parameter value, the geometry updates automatically. This is the core idea behind Building Information Modeling (BIM): intelligence lives inside the object, not just its shape.

Revit ships with thousands of pre-built families, but manufacturing and marine projects frequently require custom content. A machinery base on a vessel deck, an equipment isolation pad in a fabrication plant, or a custom pipe support may not exist in any library. Learning to build your own families is therefore an essential skill in this trade.

The Family Editor

The Family Editor is a separate Revit environment you enter whenever you open or create a family file (.rfa extension). It has its own ribbon, its own Project Browser (showing views like Front, Right, and Ref. Level), and its own rules.

You always start from a family template (.rft file). The template you choose sets the category—Generic Model, Mechanical Equipment, Structural Foundation, and so on—and provides the reference planes and default views you need. For a generic machinery base or marine equipment pad, the Generic Model Metric template is a practical starting point because it imposes no category-specific hosting rules.

Reference Planes and Sketching the Extrusion

Before drawing geometry, experienced drafters place reference planes to act as construction lines. In the Family Editor, reference planes are the anchors to which you lock dimensions and parameters. A well-built family has its geometry constrained to reference planes, not to other geometry—this prevents failures when values change dramatically.

To create a rectangular pad:

1. In the Family Editor, go to the Ref. Level floor plan view.

2. Draw four reference planes to define the four edges of the pad—two for length (left and right), two for width (front and back).

3. Use Create → Extrusion to sketch a rectangle snapped to those reference planes.

4. Set the extrusion height numerically for now; you will replace that with a parameter next.

Lock each sketch line to its reference plane using the small padlock icon that appears after you align and select the line. If lines are not locked, the family will flex incorrectly or produce constraint errors.

Parameters: Types vs. Instances

A parameter stores a value that drives geometry or data. Revit families support two scopes:

For this exercise you will use instance parameters named `Pad_Length`, `Pad_Width`, and `Pad_Height`. Instance parameters appear in the Properties palette when you select a placed instance in a project, making them fast and intuitive to edit on the drawing sheet.

Creating and Assigning Parameters

To add a labeled dimension and link it to a parameter:

1. In the Family Editor, apply an Aligned Dimension between two reference planes (for example, the left and right planes for length).

2. Click the dimension label (the small gray tag that says "EQ" or shows a number).

3. In the dialog that appears, choose Add parameter, name it `Pad_Length`, set the discipline to Common, type to Length, and select Instance.

4. Click OK. The dimension label now shows `Pad_Length`.

5. Repeat for width (`Pad_Width`) between the front and back planes.

6. For height, go to an elevation view, dimension the extrusion top to the Ref. Level, and assign `Pad_Height` the same way.

After assigning all three parameters, use Family Types (on the Properties panel) to test: enter values for `Pad_Length`, `Pad_Width`, and `Pad_Height` and click Apply. The geometry should flex without error messages. If Revit shows a constraint error, check that all sketch lines are locked to their reference planes.

Loading Into the Project and Placing Instances

Once the family passes testing in the Family Editor, click Load into Project on the ribbon. Revit returns you to the open project and prompts you to place the family. Place two instances in the manufacturing building floor plan. Select each instance separately and change its parameter values in the Properties palette. Verify visually that the geometry on screen reflects the values you entered—different lengths, widths, or heights should be clearly visible.

Save both the family file (.rfa) and the project file (.rvt) before the instructor check.

Naming Conventions and File Hygiene

Use clear, consistent parameter names. Underscores instead of spaces (`Pad_Length` not `Pad Length`) prevent scripting errors if the family is later used with Dynamo or other automation tools. Save your family to the class shared folder with your initials and today's date in the filename—for example, `MachineryPad_JT_2025.rfa`.

Workstation Safety

CAD and BIM work involves extended time at a computer workstation. Follow ergonomic best practices: adjust chair height so your feet rest flat on the floor, position the monitor at or just below eye level, and take a short break every hour to prevent repetitive strain. Report any electrical concerns—frayed cables, sparking outlets—to the instructor immediately; do not attempt repairs yourself. Lockout/tagout procedures govern the live equipment you will eventually draft; always read the relevant safety data before visiting any shop floor to gather field measurements.

Key terms9

FamilyA reusable parametric object definition in Revit that stores geometry and the rules controlling it; saved as an .rfa file.
Family EditorThe separate Revit environment used to create or modify family files, with its own views, ribbon, and constraint tools.
Family Template (.rft)A starter file that sets the category, hosting behavior, and default reference planes for a new Revit family.
Reference PlaneAn infinite construction plane in the Family Editor used as a stable anchor for dimensions and geometry constraints.
Instance ParameterA parameter whose value can be set independently for each placed instance of a family without affecting other instances.
Type ParameterA parameter whose value is shared by all instances of the same family type; changing it updates every matching instance simultaneously.
ExtrusionA Revit solid-geometry form created by pushing a closed 2-D sketch profile a specified distance along a perpendicular axis.
Constraint (Lock)A relationship in the Family Editor that fixes a sketch element to a reference plane so geometry moves correctly when parameters change.
Properties PaletteThe panel in Revit that displays and allows editing of instance parameters for a selected element.
In class: Instructor demonstrates the Revit Family Editor using the Generic Model Metric template; students replicate the process to sketch a simple rectangular extrusion. · Students add labeled dimensions and assign them to instance parameters named 'Pad_Length,' 'Pad_Width,' and 'Pad_Height,' then test by changing values in the Properties palette. · Students load the finished family into the manufacturing building project file, place two instances with different parameter values, and verify that each instance reflects the correct geometry.
Materials: Autodesk Revit Family Editor, student workstations, Autodesk Revit Family Guide, instructor dimension specification sheet.
Check: Instructor tests the family by entering three different sets of dimension values; all three must produce correct geometry with no errors to pass.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

Autodesk Certified User – Revit core concepts
1. Which file extension identifies a Revit family file that you save and share?
Autodesk Certified Professional – parametric families
2. A drafter needs two equipment pads of different lengths placed in the same project. Which parameter scope allows this without creating separate family types?
Autodesk Certified Professional – parametric families
3. In the Revit Family Editor, what is the recommended purpose of reference planes before geometry is sketched?
Autodesk Certified User – Revit family workflows
4. After applying an aligned dimension in the Family Editor, a student wants to link it to a new instance parameter. What is the correct next action?
Autodesk Certified Professional – parametric families
5. A student loads a machinery-base family into a project and selects one instance, but cannot find Pad_Length in the Properties palette. What is the most likely cause?
Autodesk Certified User – Revit family workflows
6. When starting a new family for a marine equipment pad, which Revit starting point is most appropriate?
Autodesk Certified Professional – parametric families
7. After editing Pad_Height values in the Family Types dialog and clicking Apply, Revit displays a constraint error. What is the most likely root cause?
Workplace health and safety
8. Which ergonomic and safety practice is specifically recommended for extended BIM drafting sessions at a workstation?
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