Revit

How to Create a New Sheet Category in Revit?

Steps to Create a New Sheet Category in Revit

Creating a new sheet category in Revit allows for better organization of project documentation. Here are detailed steps to help you accomplish this task effectively.

Step 1: Open a New or Existing Project

Begin by launching Revit. Open an existing project or start a new one by selecting "New" from the Home page under the Models section.

Step 2: Access the Sheets View

Locate the Project Browser on the left side of the interface. Under the "Sheets" category, you will see the existing sheets listed. Right-click on the "Sheets" category or use the "New Sheet" option to create a new sheet.

Step 3: Create a New Sheet

Select "New Sheet" from the context menu. This action will allow you to pick a title block for your new sheet. If you don’t have a custom title block, you can select one of the standard options available.

Step 4: Define Sheet Properties

Once you choose a title block, a dialog box will open where you can define essential properties for the new sheet. You will need to input details like the sheet name, number, and any additional parameters relevant to your project documentation standards.

Step 5: Organize Sheets into Categories

To create a new sheet category:

  1. Go to the "Manage" tab on the ribbon and select "Project Parameters."
  2. Click on “Add” to create a new parameter.
  3. In the dialog, set the parameter type as "Sheet" and give it a name reflecting the category you wish to create (e.g., "Construction," "Architectural," or "Details").
  4. Choose the appropriate fields and set the grouping criteria.

Step 6: Apply New Category to Sheets

After defining the new category, return to the Project Browser:

  • Select the sheet you want to categorize.
  • Access its properties from the "Properties" palette.
  • Assign the newly created category to that sheet. Repeat this step for other relevant sheets.

Step 7: Sort and View Your Sheets

To see your sheets organized by the new category:

  1. Right-click on the “Sheets” category again and choose "Sort/Group."
  2. In the sorting options, select the new parameter you created.
  3. Click "OK" to apply your changes and close the dialog box.

Frequently Asked Questions

1. Can I create multiple sheet categories at once?
No, Revit allows you to create one category at a time. However, you can streamline the process by copying properties from similar sheets after creating your initial category.

2. What if my new sheet category does not show up in the Project Browser?
Ensure that you have assigned the new category to your sheets correctly. Also, check the sorting and grouping settings to confirm that it’s configured to display the new parameter.

3. Is there a limit on the number of sheet categories I can create in Revit?
No, you can create as many sheet categories as needed for your project documentation. Just ensure that each category is meaningful and helps in the clarity and organization of your project.

About the author

Wei Zhang

Wei Zhang

Wei Zhang is a renowned figure in the CAD (Computer-Aided Design) industry in Canada, with over 30 years of experience spanning his native China and Canada. As the founder of a CAD training center, Wei has been instrumental in shaping the skills of hundreds of technicians and engineers in technical drawing and CAD software applications. He is a certified developer with Autodesk, demonstrating his deep expertise and commitment to staying at the forefront of CAD technology. Wei’s passion for education and technology has not only made him a respected educator but also a key player in advancing CAD methodologies in various engineering sectors. His contributions have significantly impacted the way CAD is taught and applied in the professional world, bridging the gap between traditional drafting techniques and modern digital solutions.