Autodesk certifications are industry-recognized credentials that can help you succeed in your design career, providing benefits to both you and your employer. Getting certified is a reliable validation of skills and knowledge, and it can lead to accelerated professional development, improved productivity, and enhanced credibility.
This Autodesk Official Training Guide can be an effective component of your exam preparation. Autodesk highly recommends (and we agree!) that you schedule regular time to prepare, review the most current exam preparation roadmap available at , use Autodesk Official Training Guides, take a class at an Authorized Training Center (find ATCs near you here: ), and use a variety of resources to prepare for your certification—including plenty of actual hands-on experience.
To help you focus your studies on the skills you'll need for these exams, the following tables show objectives that could potentially appear on an exam and in what chapter you can find information on that topic—and when you go to that chapter, you’ll find certification icons like the one in the margin here.
is for the Autodesk Certified Associate Exam and lists the section, exam objectives, and chapter where the information is found. is for the Autodesk Certified Professional Exam. The sections and exam objectives listed in the table are from the Autodesk Certification Exam Guide.
These Autodesk exam objectives were accurate at press time; please refer to for the most current exam roadmap and objectives.
Good luck preparing for your certification!
Certified Associate Exam sections and objectives
| Topic | Learning Objective | Chapter |
| User Interface: Definitions | Identify primary parts of the user interface (UI): tabs, application menu, InfoCenter, ribbon, Elevation tag, Status bar, View Control bar, Project Browser, context/right-click menus. | Chapter 1 |
| User Interface: UI Navigation/Interaction | Name the key features of the ribbon. Define how a split button works. Demonstrate the three ways the ribbon can be displayed: Full Ribbon, Min to Panel Tiles, Min to Tabs. Demonstrate how to detach a panel and move it on the screen. | Chapter 1 |
| Describe the hierarchy in the Project Browser for a new project. | Chapter 1 | |
| Define what “context” means when right-clicking in the drawing window. | Chapter 1 | |
| Name the tools found on the Application menu (Save, Plot, Export, Print). | Chapter 1 | |
| Demonstrate how to add items to the Quick Access toolbar. | Chapter 1 | |
| Describe why the Options Bar changes. | Chapter 1 | |
| Describe the function of the status bar. | Chapter 1 | |
| Describe what pressing the Escape key does. | Chapter 1 | |
| User Interface: Drawing Window | Describe what double-clicking an elevation view marker does. | Chapter 1 |
| Demonstrate how to turn on/off the 3D Indicator. | Chapter 1 | |
| Demonstrate how to change the view scale. | Chapter 1 | |
| User Interface: Navigation Control | Describe the functionality of the ViewCube. | Chapter 1 |
| Describe what the ViewCube home icon does. | Chapter 1 | |
| User Interface: Zoom | Describe how to zoom using the Navigation bar. | Chapter 1 |
| Describe the quickest way to zoom in or out. | Chapter 1 | |
| Describe the quickest way to pan. | Chapter 1 | |
| File Management: Definitions | Define the acronym BIM and why it is important to Revit users. | Introduction |
| Define a template file. | Chapter 13 | |
| File Management: Project Files | Identify the file extension of a project file (.rvt). | Chapter 1 |
| Identify the file extension of a template file (.rte). Create a template file for later project use. | Chapter 13 | |
| Identify the file extension of a Revit family file (.rfa). | Chapter 6 | |
| File Management: Open Existing Revit Project | Locate the Recent File window. | Not Covered |
| Demonstrate how to open a Revit file through Projects ⇒ Open and through Application menu ⇒ Open Documents icon. | Chapter 1 | |
| File Management: Create New Revit Project | Demonstrate how to create a new Revit project folder and file through Application menu ⇒ New ⇒ Project. | Chapter 1 |
| Change to a metric drawing. | Not Covered | |
| Add project information to a new drawing set. | Chapter 12 | |
| Change system settings to create a new dimension style. Change arrows to architectural tick (obliques). | Chapter 11 | |
| Views: View Control and Properties | Navigate and change views using the View Control bar. | Chapter 2 |
| Understand the view range of plan views and be able to change it. | Not Covered | |
| Understand the purpose of view templates. | Not Covered | |
| Change object visibility using temporary hide, hide category, and hide element. | Chapter 1 | |
| Views: View Types | Create section views including segmented ones. | Chapter 9 |
| Modify, crop, and place elevation views on a sheet. | Chapter 12 | |
| Create and navigate 3D views. | Chapter 3 | |
| Create callouts for details. | Chapter 11 | |
| Create and annotate a drafting view. | Chapter 11 | |
| Use the section box to create a cutaway 3D view. | Chapter 4 | |
| Views: Cameras | Create a camera view, and modify its orientation. | Not Covered |
| Create and edit a walkthrough. | Not Covered | |
| Levels: Definitions | Describe a level. Describe a use of a non-story level. | Chapter 1 |
| Understand how levels interact with intersecting views. | Chapter 1 | |
| Create new levels. | Chapter 1 | |
| Understand level properties and characteristics. | Chapter 1 | |
| Walls: Home Tab ⇒ Wall | Describe how to place walls. | Chapter 3 |
| Walls: Options Bar | List options available when placing and modifying walls: Height, Location Line, Chain, Offset, Radius. | Chapter 3 |
| Walls: Openings | Create a floor-to-ceiling opening in given wall. | Chapter 3 |
| Walls: Join | Demonstrate a join on crossing wall elements. | Chapter 3 |
| Walls: Materials | Create a new wall style, and add given materials. | Chapter 3 |
| Doors: Home Tab ⇒ Door | Describe how to place doors. | Chapter 3 |
| Doors: Options Bar | Describe door options: Vertical/Horizontal, Tag on Placement, Leader, Leader Attachment Distance. | Chapters 3, 6 |
| Doors: Model in Place | Edit existing doors. Use Align to position a door. | Chapters 3, 6 |
| Windows: Home Tab ⇒ Window | Describe how to place windows. | Chapter 3 |
| Windows: Options Bar | Describe window options: Vertical/Horizontal, Tag on Placement, Leader, Leader Attachment Distance. | Chapters 3, 6 |
| Windows: Model in Place | Edit existing windows. | Chapters 3, 6 |
| Component: Options Bar | List options available when placing a component. | Chapter 6 |
| Component: Component Host | Describe how to move a component to a different host. | Chapter 6 |
| Component: Families | Navigate to find component families and load them. | Chapter 6 |
| Edit a family file and save. | Chapter 7 | |
| Columns and Grids: Definitions | Identify the uses of a grid. | Chapter 2 |
| Columns and Grids: Home Tab ⇒ Grid | Create an equally spaced grid pattern. | Chapter 2 |
| Columns and Grids: Grid Properties | List the options available when placing and modifying grids. | Chapter 2 |
| Columns and Grids: Home Tab ⇒ Column | Place columns on a grid. | Not Covered |
| Columns and Grids: Column Properties | List the options available when placing and modifying columns. | Not Covered |
| Columns and Grids: Modify | List the tools you can use to modify columns and grids. | Not Covered |
| Stairs and Railings: Stair Types and Properties | Set the stair type. | Chapter 5 |
| Change the stair tread depth. | Chapter 5 | |
| Stairs and Railings: Stair Placement Options | Add a stair. | Chapter 5 |
| Stairs and Railings: Railing Types and Properties | Set the railing to rectangular. | Chapter 5 |
| Set the railing properties. | Chapter 5 | |
| Stairs and Railings: Railing Placement Options | Add a railing. | Chapter 5 |
| Roofs and Floors: Roof Types and Properties | Create a roof. | Chapter 4 |
| Modify the roof properties. | Chapter 4 | |
| Roofs and Floors: Roof Elements | Create a fascia, a soffit, and a gutter. | Not Covered |
| Roofs and Floors: Floors Types and Properties | Set the floor type (Sloped and Tapered). Create a floor. | Chapter 4 |
| Sketching: Geometry | Sketch geometry and profiles using all sketching tools: Lines, Arcs, Polygons, Rectangles. | Chapter 3 |
| Sketching: Fillet, Trim | Fillet objects. | Chapter 3 |
| Trim objects. | Chapter 3 | |
| Sketching: Snaps | Describe the benefits of using snaps. | Chapter 3 |
| List the shortcuts to toggle osnap on and off. | Not Covered | |
| Annotations: Text | Add model text to a floor plan. | Not Covered |
| Annotations: Dimensions | Add a dimension to a given floor plan. Create a wall section. | Chapter 11, 12 |
| Add a spot slope to a roof on a given plan. | Not Covered | |
| Annotations: Tags | Add tags. | Chapter 11 |
| Tag untagged elements in a given floor plan. | Chapter 9 | |
| Schedules: Schedule Types | Create a door schedule. | Not Covered (while there is no specific coverage of a door schedule, creating schedules is in Chapter 3) |
| Create a window schedule. | Chapter 12 | |
| Create a room schedule. | Chapter 12 | |
| Schedules: Legends | Create legend | Chapter 11 |
| Schedules: Keynotes | Add keynotes. | Chapter 12, 13 |
| Construction Document Sets: Sheet Setup | Create a title sheet with a sheet list. | Chapter 12 |
| Construction Document Sets: Printing | Create view/sheet sets for printing. | Chapter 12 |
| Print in scale. Print with percentage. | Chapter 12 | |
| Construction Document Sets: Rendering | Render. | Not Covered |
| Place generic lights. | Not Covered | |
| Set the solar angle. | Not Covered |
Certified Professional Exam sections and objectives
| Topic | Learning Objective | Chapter |
| Collaboration | Copy and monitor elements in a linked file. | Not Covered |
| Use worksharing. | Chapter 10 | |
| Import DWG files into Revit. | Not Covered (although the same process using PNG files is covered in Chapter 2) | |
| Documentation | Create and modify filled regions. | Chapter 11 |
| Place detail components and repeating details. | Chapter 11 | |
| Tag elements (doors, windows, and so on) by category. | Chapter 11 | |
| Use dimension strings. | Chapter 11 | |
| Set the colors used in a color-scheme legend. | Chapter 9 | |
| Elements | Change elements within a curtain wall: grids, panels, mullions. | Chapter 3 |
| Create compound walls. | Not Covered | |
| Create a stacked wall. | Not Covered | |
| Differentiate system and component families. | Chapter 6 | |
| Create a new family type. | Chapter 7 | |
| Modify an element’s type parameters. | Chapter 3 | |
| Use Revit family templates. | Chapter 6 | |
| Modeling | Assess or review warnings in Revit. | Chapter 14 |
| Create a building pad. | Not Covered | |
| Define floors for a mass. | Chapter 2 | |
| Create a stair with a landing. | Chapter 5 | |
| Create elements such as floors, ceilings, or roofs. | Chapter 4 | |
| Generate a toposurface. | Not Covered | |
| Model railings. | Chapter 5 | |
| Work with phases. | Chapter 8 | |
| Edit a model element’s material: door, window, furniture. | Chapter 3 | |
| Change a generic floor/ceiling/roof to a specific type. | Chapter 4 | |
| Attach walls to a roof or ceiling. | Chapter 4 | |
| Views | Define element properties in a schedule. | Chapter 12 |
| Control visibility. | Chapter 1 | |
| Use levels. | Chapter 1 | |
| Create a duplicate view for a plan, section, elevation, drafting view, and so on. | Not Covered | |
| Create and manage legends. | Chapter 12 | |
| Manage the view position on sheets. | Chapter 12 | |
| Move the view title independently of the view. | Chapter 12 | |
| Organize and sort items in a schedule. | Chapter 12 |
After one decade in the architecture, engineering, and construction (AEC) space, the Autodesk® Revit® Architecture software continues to be unique in its holistic building information modeling (BIM) approach to design integration. Sure, there are other BIM-ish tools that allow you to design in 3D. And 10 years ago, 3D might have been a differentiator, but today 3D is a commodity!
Revit Architecture provides the unique ability to design, manage, and document your project information from within a single file—something no other BIM tool allows you to do. Because all your data resides in a single project file, you can work in virtually any view to edit your model—plan, section, elevation, 3D, sheets, details, and even a schedule. To begin the journey in learning Revit Architecture, we’ll help you become comfortable with the user interface and the basic principles of a Revit Architecture project.
In this chapter, you learn the following skills:
The user interface (UI) of Revit Architecture is similar to other Autodesk products such as the Autodesk® AutoCAD®, Autodesk® Inventor, and Autodesk® 3ds Max® products. You might also notice that it’s similar to Windows-based applications such as Microsoft Word and Mindjet’s MindManager. All of these applications are based on the “ribbon” concept: toolbars are placed on tabs in a tab bar, or ribbon, and are contextually updated based on the content on which you’re working. We’ll cover the most critical aspects of the UI in this section, but we won’t provide an exhaustive review of all toolbars and commands. You’ll gain experience with the common tools as you read the chapters and exercises in this book.
shows the Revit Architecture UI. To illustrate some different project views, we’ve tiled four different view windows: Plan, Elevation, 3D, and Camera.
Revit Architecture user interface
Let’s begin by examining a few important parts of the UI. As you progress through this book, you’ll gradually become more familiar with the other basic parts of the UI.
The Properties palette is a floating palette that can remain open while you work in the model. The palette can be docked on either side of your screen, or it can be moved to a second monitor. You can open the Properties palette in one of three ways:
As shown in , the Properties palette contains the Type Selector at the top of the palette. When you’re placing elements or swapping types of elements you’ve already placed in the model, the palette must be open to access the Type Selector.
The Properties palette allows you to set instance parameters for building elements and views.
When no elements are selected, the Properties palette displays the properties of the active view. If you need to change settings for the current view, simply make the changes in the Properties palette, and the view will be updated. For views, you may not even need to use the Apply button to submit the changes.
Finally, you can also use the Properties palette as a filtering method for selected elements. When you select a large number of disparate objects, the drop-down list below the Type Selector displays the total number of selected elements. Open the list, and you’ll see the elements listed per category, as shown in . Select one of the categories to modify the parameters for the respective elements. This is different from the Filter tool in that the entire selection set is maintained, allowing you to perform multiple modifying actions without reselecting elements.
The Project Browser () is a virtual folder tree of all the views, legends, schedules, sheets, families, groups, and links in your Revit Architecture project. You can collapse and expand the tree by selecting the + or – icon. Open any view listed in the Project Browser simply by double-clicking it.
Use the Properties palette to filter selection sets.
Project Browser
The Project Browser can also be filtered and grouped into folders based on any combination of user-defined parameters. To access the type properties of the Project Browser, right-click Views at the top of the tree, and select Type Properties. Select any of the items in the Type drop-down list or duplicate one to create your own.
The status bar provides useful information about commands and selected elements (). In addition to the worksets and design options toolbars, the status bar displays information about keyboard shortcut commands and lists what object you’ve selected. It’s also particularly useful for identifying when you’re about to select a chain of elements.
The status bar is located at the bottom of the Revit Architecture application window.
The View Control Bar is at the bottom of every view. It displays different icons depending on the type of view in which you’re working ().
The View Control Bar gives you quick access to commonly used view properties.
From left to right, you have Scale, Detail Level, Visual Style, Sun Path (On/Off), Shadows (On/Off), Rendering Show/Hide (only in 3D views), Crop On/Off, Show/Hide Crop, Lock 3D View (only in 3D views), Temporary Hide/Isolate, and Reveal Hidden Elements. Note that some of these buttons access view properties that you can also set in the Properties palette.
As one of several navigation aids in Revit Architecture, you’ll find the ViewCube in 3D views. You can orbit your model by clicking and dragging anywhere on the ViewCube. You can also click any face, corner, or edge of the ViewCube to orient your view.
Hovering over the ViewCube reveals the Home option (the little house above the ViewCube), which brings you back to your home view. Right-clicking the ViewCube opens a menu that allows you to set, recall, and orient your view, as shown in .
Right-click the ViewCube to access more view-orientation options.
The Options Bar is a context-sensitive area that gives you feedback as you create and modify content. This is an important UI feature when you’re creating model content. For example, when you use the Wall command, the Options Bar displays settings for the height, location line, offset, and chain-modeling options, as shown in . Even when you place annotations, the Options Bar provides you with choices for leaders and other additional context.
The Options Bar provides immediate input of options related to a selected object or command.
In this section, we’ll dive into the workflow of the Revit Architecture interface with some basic modeling exercises. These lessons can be applied to just about every tool and function throughout the program.
Activating a command in Revit Architecture is a simple and repeatable process that takes you from a tool in the ribbon to options and properties and into the drawing window to begin placing an element. In the following exercise, you’ll create a simple layout of walls using some critical components of the UI as well as a few common modifying tools.
Begin by downloading the file c01-Interface-start.rvt from this book’s companion web page: . You can open a Revit Architecture project file by dragging it directly into the application or by using the Open command from the Application menu. You can even double-click a Revit Architecture file, but be aware that if you have more than one version of Revit Architecture installed on your computer, the file will open in the last version of Revit Architecture you used.
Once the project file is open, notice in the Project Browser that the active view is {3D}. This is the default 3D view, which you can always access by clicking the icon in the Quick Access toolbar (QAT; it looks like a little house). Note that the view name of the active view is always shown as bold in the Project Browser.
Let’s begin by placing some walls on some predetermined points in a plan view:
Select geometry options from the Draw panel in the ribbon.
Your layout of walls should look like .
Your first layout of walls in a plan view
As you continue the exercise, you’ll use a few common modifying tools to further develop the layout of walls. You’ll also learn how to select and filter elements in the model. Let’s begin by mirroring part of the layout and connecting the corners with the Trim tool:
Drag the cursor from left to right to select some of the walls.
Filter your selection to include only walls.
Mirrored copies of the selected walls
Use the Trim/Extend To Corner tool to complete the perimeter walls.
In Revit Architecture, project datums consist of reference planes, grids, and levels. These elements are usually only visible in a 2D view, but they establish control of all model elements in your file. In the next exercise, you’ll examine how levels affect the modeled elements and how you can adjust their graphic representation in a 2D view:
Building Elevation (shown in parentheses) is a type of elevation view. You can create more view types for elevations, sections, details, and other views as necessary.
You might also notice that the top offset is maintained relative to the changes of the level. This value can be found in the Properties palette.
Remember that you can zoom and pan with the mouse while other commands are active. You might need to do this to complete the Level command.
You can also start the Copy tool first, pick the level, and then press Enter to complete the selection process and start the command.
Use the View tab in the ribbon to create new floor plans.
Use the Switch Windows command to see what views you’ve activated.
The Switch Windows tool is used so often that it’s also located in the QAT by default.
You might notice as you continue to work through the chapter exercises in this book that many views are opened as you activate plans, sections, elevations, schedules, and so on. Having too many windows open at one time may affect the performance of Revit Architecture, so be sure to close some view windows when you don’t need them anymore. There is also a Close Hidden Windows command in the View tab of the ribbon and the QAT; use this command to close all but the active window. If you have more than one project open, this command leaves open only one view from each project.
Next you’ll change the properties for some of the elements you’ve already created using the Properties palette. You’ll also change some walls from one type to another. In the previous exercise, you created additional levels, thus increasing the overall desired height of your building. In the following steps, you’ll adjust the top constraint of the exterior walls and swap a few walls for a curtain wall type:
Use the chain-select method on anything from walls to lines in sketches to detail lines.
Use Zoom All To Fit when you’re using tiled windows.
The number of selected items can be seen in the Properties palette.
Tiled windows show the result of modifying the top constraints of the walls.
Use the Ctrl key to manually select multiple items in your model.
Wall segments have been changed to a different type.
Now that you’ve been introduced to the basic workflow of the Revit Architecture user interface, we’ll examine some common tools used to modify your designs. These exercises won’t expose you to every available tool; rather, they’re designed to introduce you to the ones you’ll most likely use every day.
You’ll be guided through a series of exercises that show how to create a simple interior layout, continuing use of the project file from the previous section. In these exercises, you’ll learn how to effectively copy, move, and rotate elements as well as create basic constraints to preserve design intent. You’ll also learn how to use dimension strings not just as annotations but also as interactive modifying tools.
In this exercise, you’ll create a simple layout of interior partitions to explore the use of dimensions in establishing and preserving your design intent. Follow these steps:
The Function parameter of a wall helps define its default height options. For example, an Interior wall defaults to the level above, whereas an Exterior wall is set to unconnected height.
Use the Pick Lines mode to add walls using layout lines or other guiding elements.
Add wall segments as shown.
Use the Tab key to toggle between wall references before you place a dimension.
If you want to see the actual dimension values instead of “EQ” in your dimension strings, right-click the string and select EQ Display to toggle between the two settings.
Lock dimensions along a string to preserve design intent.
In the following exercise, you’ll use dimensions to precisely place two more walls. You’ll then learn how to use the Align tool to preserve a dimensional relationship between two model elements. The Align tool can be used in just about any situation in Revit Architecture and is therefore a valuable addition to your common toolbox.
To begin this exercise, you’ll use temporary dimensions to place a wall segment. Elements in Revit Architecture can be initially placed in specific places using temporary dimensions, or you can place them and then modify their positions using temporary or permanent dimensions as you learned in the previous exercise.
Before you begin this exercise, you need to adjust the settings for temporary dimensions. Switch to the Manage tab in the ribbon, and click Additional Settings and then Temporary Dimensions. Change the setting for Walls to Faces and the setting for Doors And Windows to Openings, as shown in .
Modifying the settings for temporary dimensions
Now, follow these steps:
Place an interior wall using temporary dimensions.
Adjust references of temporary dimensions by dragging grips.
A temporary dimension has been converted and locked.
Once you’ve completed this exercise, try moving the central interior wall to see how the two flanking walls maintain their dimensional and aligned relationships. Note that the constrained dimension can be deleted while preserving the constraint, as shown in .
Use the Align tool to create an alignment and constrain the relationship.
Try moving the main wall to observe how the flanking walls behave.
Out of all the basic modifying tools we could address in this chapter, the Rotate tool is perhaps the most unique. Rotating elements in Revit Architecture isn’t quite the same as in other applications like AutoCAD. For that reason, you’ll step through a simple exercise to explore the various ways of rotating content:
Try using temporary dimensions to specify distances between doors and nearby walls before you place them.
Place two desks in the layout as shown.
Place a chair with the desk in the main space.
Place three chairs with the desk in the east wing.
Remember to press the Esc key or click the Modify button in the ribbon to complete a command and select an object.
Create copies of the group with multiple chairs.
Use the Rotate tool to modify the last copy of the Desk-Chair-3 group.
In this exercise, you created a simple group of furniture elements. Groups can be a powerful tool for managing repeatable layouts in a design, but they can cause adverse performance if they’re abused. There are far too many opinions and best practices for using groups to list in this chapter; however, you need to be aware of a few important tips. Groups should be kept as simple as possible, and they shouldn’t be mirrored. You should also avoid putting hosted elements in groups—but you’ll learn more about these types of elements throughout this book.
Complete the finished layout on your own.
One powerful and essential tool in Revit Architecture is the copy-to-clipboard command known as Paste Aligned. As you’ve seen throughout this chapter so far, this is yet another tool that can be used on just about any kind of model or drafting element. In the following exercises, you’ll take the interior content you developed in the previous exercises and replicate it on other levels in the building. Here are the steps:
Use Paste Aligned To Selected Levels to create duplicate floor layouts.
The 3D Cutaway view uses a section box to display the inside of a building.
Now that you’ve created many copies of the furniture group on several levels, you can harness the power of the group by making changes to the group and observing how the overall design is updated:
The view window enters a temporary group-editing mode.