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I have learned that many clients in the
Architectural, Structural or MEP fields do not use the
Design Option command within Revit® software. It
might just be a lack of time for some to learn how to
effectively use the tool but it is a function that can
dramatically increase your productivity.
In this article I will help those of you who need a little
direction make sense of this command, but mostly I will give
the general basic steps to use and manipulate your designs
correctly.
I will urge you to follow along with me so you will be able
to get a grasp of it while reading. Those of you who have
been through training might recognize this exercise as the
design came from the training material we use in our
classes.
Before I begin, here a few tips.
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If you know you will have more than one design, then go ahead and
plan ahead. For example, you may have a few interior renditions, so
go ahead and describe them in a way so you will remember what they
entail. The same will go for exterior renditions. This would include
roofs (roof structure) and other buildings if need be, not
necessarily windows or doors, but definitely walks, drives or
patios.
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Remember the option set is an overall description, not the specific
design option. This would say for instance keep similar options
together. One “option set” could be interior and the other exterior.
I will be using “Roof” as my description because that is the major
element that will be changing.
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Remember that in order to work on an option set you need to have
selected an option set in the “Edit Option” menu. If you do not
select an option, you will not be populating the design with your
elements, just merely populating the project.
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If you have already drawn elements within your project you can add
them to the design option, but be sure that if they need to be in
all your designs to complete the project then add them to all
designs. You can always delete them out of the design option at a
later date.
The first step will be of course to open Revit
Arch, Structure or MEP, preferably 2009, but it will apply for 2008
as well.
Now let’s get started. Depending on your situation you may need to
start a new project with a design. Be sure to have something
familiar to work on or just sketch in a design and go from there.
STEP 1: My first step in the project will be to open the design
option dialog box, seen below. This can be done through the “Tools”
pull down menu or clicking on the icon in the “Design Option”
toolbar (seen below).

Fig. 1
STEP 2: You will want to create a new Option set so that we can pull
our designs into the project. Select “New.”

Fig. 2a You now see that “Option Set 1” has been
created along with an option named “Option 1 (primary).”

Fig. 2b
STEP 3: Let’s rename “Option Set 1” to “Roofs.” Do this by selecting
the option set, not option, and click Rename on the right side of
the dialog box (under “New”). This will allow you to rename the set
only and not the option. To rename “Option 1” (primary) select it
and then pick Rename in the option area on the lower right hand side
of the dialog box (under “Primary”). Rename it “Complex.” In that
same area select NEW to create another option. Rename it “Simple
Ridge.” You should see something similar to this:

Fig. 3
Once you have completed your design option set and options select
“OK.” This will take you back to your project. I will now start to
draw the complex roof design.
STEP 4: I will first need to select my “Complex” roof option. If I
do not select this option then I will not be inserting anything into
it. To do this, select the “Edit Option” button on your toolbar to
select the option (seen below left). This will allow you to view the
different options available. Select “Roofs: Complex (primary).” You
will notice that the button stays on until you are finished with
your modification (seen below right).
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| Fig. 4a |
Fig. 4b |
Note: If the design option is your primary
design then you will see the newly created design after you deselect
the “Edit Option” button.
STEP 5: I now can design the complex roof system by placing the roof
into the project. You can now create material and your model as you
would in a regular setting. You can design to your heart’s content
for this one design and then when you are finished just deselect the
“Edit Option” button to release it and you are done with that design
option.
You will see in the below example that I have designed the complex
roof.
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| Fig. 5a |
Fig. 5b |
STEP 6: After I have finished the design I need
to select the “Edit Option” button to finish editing the design
option. When I am ready to design for the “Simple Ridge” design I
select the “Edit Option” button again and scroll down to select the
“Simple Ridge” design option (below).

Fig. 6
STEP 7: The roof I made earlier disappears which will allow me to
design a different roof (seen below). Once finished with the design
we can move on to another item within this design option.
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| Fig. 7a |
Fig. 7b |
STEP 8: You will notice that there is no
structure holding up the South East corner of the roof. Within the
practice there is a model group called “Columns and Railings.” We
need to insert this group onto the level 1 floor plan. Remember, we
are still in the design option so do not deselect the “Edit Option”
button just yet.
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| Fig. 8a |
Fig. 8b |
Once you complete adding the structure, in
level 1, you should see something similar to the example above. The
above shows that the model has been finished for the “Simple Ridge”
design option. You can now deselect the “Edit option” button. You
will see that the simple ridge design disappears and the complex
design reappears.
A feature within the Design Options repertoire is the ability to add
items/elements to the design at a later time. An example would be
that I have made my Complex roof design to mimic a small office
building, and I need to get rid of and modify the bedrooms and
bathroom respectively.

Fig. 8c
STEP 9: In order to do this we need to select the items needed (seen
above) and add them to the design options (shown below).

Fig. 9a
Once this button is selected you will get a list of design options
available. We will need to add all items to both designs in order to
modify them in their entirety (seen below). Select “OK” and you will
now be able to modify the options.

Fig. 9b
STEP 10: Back in the project select the “Complex” option from the
“Edit Option” menu. Delete the two beds and modify the bathroom to
look more commercial in design by taking out the bathtub and moving
the sink against the exterior wall. Deselect the “Edit Option”
button. You should see something similar to the below example.

“Complex” design option (Commercial) Fig. 10a
You will now be able to see the change in designs when you go
between the Complex and simple ridge designs as seen above and
below.

“Simple Ridge” design option (Residential) Fig. 10b
*Note: The primary design will be the only design viewable during
normal project operations. If you choose to view the other designs
all the time then change them to be the primary design option (seen
below).
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| Fig. 10c |
Fig. 10d |
Now that we have the “Design Option Set” set up
it is now time to manipulate our project views to view what we
intend to describe/show.
STEP 11: As shown below we will need to duplicate the level 1 floor
plan to be able to view different views on our sheet. I have labeled
them “Option 1” and “Option 2.” You can name them differently if
need be.

Fig. 11
STEP 12: In order to view the properties of the design option we
need to open the “Visibility/Graphics Overrides” dialog box (VV or
VG). Once open, select the Design Option Tab at the top right and
view the design set’s settings. You will see the main “set” name and
also the text “<Automatic>” in the table to the right. Select the
down arrow next to the automatic text. This will show you the list
of design options within the design set and allow you to choose
which design option you will be viewing in the view – reference
Fig. 16b. Make each view to properly see the design intended.
Your views should look similar as shown below. return to step 16

Fig. 12a Level 1 - Option 1 (Complex)

Fig. 12b Level 1 - Option 2 (Simple Ridge)
We now need to turn our attention to a 3D view of the project.
Opening the default 3D view we notice that the exterior walls are
not attached to the roof. The design option is the Complex design
and the walls need to be selected to attach to the roof. If we try
to do so first we are not allowed to select the walls and attach
them to the roof. The process we have to follow is just like the
adding of elements to our design options.
STEP 13: In order for this to work correctly we need to add the
walls to the design options. Do this by selecting all exterior walls
and selecting the “Add to Design Option Set” button on the “Design
Option” toolbar. Select both options and select “OK.”
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| Fig. 13a |
Fig. 13b |
STEP 14: We now have the ability to attach the
walls to the roof. Select all exterior walls and attach them to the
roof. While you are still in the default 3D view change to the
“Simple Ridge” option and follow the same steps as before. Make sure
you have the option selected from the edit option dialog before
continuing.
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Fig. 14a
Complex Design |
Fig. 14c
Simple Ridge Design |
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Fig. 14b
Complex Design (Complete) |
Fig. 14d
Simple Ridge Design
(complete) |
OK, we are almost there. All we have left to do
is create our 3D rendering or view (if required).
STEP 15: Open the “Level 1 floor – option 1” floor plan and insert a
camera in roughly the same location as shown below.

Fig. 15a Once you pick your viewing depth and
direction the new 3D view will open and you will see what your
complex design looks like in perspective (seen below).

Fig. 15b
(Shaded with edges) STEP 16: Once this step is
completed you will need to duplicate that view as in the past with
the floor plan. Open each view and change the “Visibility/Graphics
Overrides” to see each design. See step 12 for reference.
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| Fig. 16a |
Fig. 16b |
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| Fig. 16c |
STEP 17: This is our last step: To create a
sheet with the views positioned on it. You should pull the views
onto a sheet so that you can see what you have accomplished.

Fig. 17
Design options are a wonderful tool if understood and used
correctly. As the saying goes “Practice Makes Perfect”. If you
continue to work with this command it will get easier, but remember
to keep the final product in mind and allow your imaginative juices
to flow for there is no limit to what you can accomplish through
design options. |