Room Data Sheet for Planning Validation in Revit

As part of the design process for many different types of buildings, it is common to meet with the client and discuss the project on a room by room basis.  For these meetings, it is helpful to have an 8-1/2″ x 11″ document that shows the floor plan and required information about the room to easily convey the design information to the client.  This document can be reviewed by the client to confirm compliance to design criteria, and then signed by the client.  The document is a sheet that references a floor plan view cropped to the desired room, and parameters associated with the room that can include any information desired.

See example of final Room Data Sheet.

The following steps will walk you through creating an 8-1/2″ Room Data Sheet in Autodesk Revit Architecture.

Create a Room Tag that has room data information.

1. Createa new Annotation family using the Room Tag.rfa template.
2. Add labels for each of the desired parameters that are to be shown on the room data sheet.
   i.    On the Home tab, select the Label command from the Text panel.
   ii.    On the Properties palette, select the desired label type, or create a new type with the desired characteristics.
   iii.    Place the label and the Edit Label dialog box will appear.
   iv.    In the Edit Label dialog box, select the desired parameter in the left pane and pick the Add parameter(s) to label button in the middle of the dialog box.
   v.    Pick the OK button to exit the dialog box.
   vi.    Repeat the above steps for each desired parameter. Multiple parameters cannot be selected at once or they will all appear in one label.
3. Add text titles for each of the labels that were added to the room tag.
   i.    On the Home tab, select the Text command from the Text panel.
   ii.    On the Properties palette, select the desired text type, or create a new type with the desired characteristics.
   iii.    Place the text on the room tag as desired for each of the parameter labels that were placed.
4. Arrange the text and labels are desired, positioned so that the insertion point will end up being in the room in the view when this room tag is placed on a room view.
5. Use invisible lines to make a reference for insertions so that all room data information location will be consistent on all sheets.  This could be linework that would be at the upper left corner of the final 8-1/2” x 11” sheet.
6. Note that you need to make sure that shared parameters listed on the Room Data Sheet are added to the project via Project Parameters.

Create a special title block for an 8-1/2” x 11” sheet

1. Create a new Titleblocks family from the A – 11 x 8.5.rft template.
2. If desired, adjust the title block perimeter lines to be a portrait format instead of the default landscape format.
3. Add labels for each of the desired project and sheet parameters that are to be shown on the room data sheet.
   i.    Use the Label command from the Text panel on the Home tab similar to the process in Step 1 above.
4. Add text as desired using the Text command from Text panel on the Home tab similar to the process in Step 1 above.
5. Save the new title block family with a descriptive name.

Create a Floor Plan view with 1/8” scale view of singular room

1. Go to the View tab and select the Plan Views option on the Create panel.  From the dropdown list, select the Floor Plan option.
2. In the New Plan dialog box, remove the check mark next to the “Do not duplicate existing views” option at the bottom of the dialog box.
3. In the Floor Plan views area, select the level that contains the room on which you will be focusing.
4. Pick the desired scale, which will likely be either 1/8”=1’-0” or 1/16”=1’-0” depending on the size of the room.
5. In the newly created view, turn on the crop region and adjust the crop region boundary to display only the room which will be the focus of this view on the Room Data Sheet.
6. If desired, change the view to have the walls shown as solid filled.
   i.    Type VG to open the Visibility/Graphics Overides dialog box.
   ii.    In the Visibility/Graphics Overrides dialog box, go to the Model Categories tab.  Scroll down and select the row labeled Walls.  In the column labeled Cut Patterns, select the Override
   button.
   iii.    In the Fill Pattern Graphics dialog box, pick the arrow to the right of the Pattern option, then select the Solid Fill pattern.  Pick the OK buttons to exit the dialog boxes.
7. Place the newly created Room Data Sheet room tag created in the first Step above.
   i.    Go to the Home tab, and pick the Tag function from the Room & Area panel.
   ii.    When the Room Tag command is initiated, go to the element Properties palette and select the special room data sheet room tag from the list.
   iii.    Place the room tag so that the room is located in the desired location in relation to the room data information.
8. In the Properties palette for the view, rename the view with a descriptive name that identifies the view with the specific
   room.
9. Repeat the above steps for each room.

Create a sheet with title block and plan view

1. In the Project Browser, right-click on the Sheets category and select New Sheet from the context-sensitive menu.
2. In the New Sheet dialog box, select the Room Data Sheet Title Block that was created in an earlier step and pick the OK
   button.
   i.    If the appropriate title block is not loaded, pick the Load… button and load the title block family.
3. In the Project Browser, drag the desired room floor plan to the sheet view that is displayed.
4. Adjust the view on the sheet so that the reference lines of the view align with the sheet lines to create consistency between the sheets.
5. In the Project Browser or sheet view Properties, rename the sheet as desired.
6. In the view Properties, you may desire to remove the checkmark next to the “Appears in Sheet List” option.
7. Repeat the above steps for each of the rooms that need a data sheet.
8. Note that there are various ways to list the Room Data Sheets in a specific manner or category in the Project Browser.  Please reference other resources for ways to organize the Project Browser.

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