### EP2 Understanding Work Plane and Reference Plane

another important concept that I think every Revit beginner need to understand is reference planes and work planes since Revit is the 3d software work plane and reference plane gives objects and geometry a datum point Hi I’m Pison if you are a student or an architect who is looking to learn or have a better understanding of how to use Revit I hope that you find this video helpful let’s get started so work plane and reference planes as related to geometry what you’re seeing here on the screen are three simple geometry geometry one two and three and three word planes level one level two and sample reference plane first let us begin by talking about what is work planes and why we need them since Revit is a three-dimensional software every object including doors windows walls furnitures etc needs an XY and z coordinate because Revit needs to know where we want these objects to exist in this three-dimensional space since our current view is an elevation view all of the reference planes are spanning from left to right which is an x-axis and aught of geometries starts from the bottom of the screen and projects toward the top of the screen which is the z-axis now let’s take a look at how geometry responds to word plane on the screen I have geometry 1 activate it and then select it ok so on the left hand side under properties the properties here is the property of the selected geometry right now this geometry word plane is set to level level 1 and extrusion start which is the bottom is set to 0 so the 0 feet and 0 inches you’re seeing here is the distance as related to level 1 which is the set work plane now the extrusion end the extrusion end is set to 12 feet which is the 12 feet as related to level one as well so that means this geometry will have the total height of 12 feet now let’s see if we change those values we’re gonna start with extrusion start okay so if I change this value to a positive number let’s say a positive four feet the bottom of the geometry now will be four feet above level one which is the set word plane and since the extrusion n is still referring to the set word plane which is level one once I click the apply the total height of this geometry will be 12 minus four feet which is eight feet hopefully now you can begin to understand how geometries work with reference planes now let’s take the same object and apply negative value to it so from the extrusion start if I just add negative value in front of the for now the extrusion start will move toward the negative direction which is toward the bottom of level 1 which is the set work plane again and since the extrusion n is still referencing level 1 the total height now will be 12 feet plus additional 4 feet which is the 16 feet now let’s approach this a little bit differently this time I’m just going to finish all of this and then shift our focus toward geometry number 3 so I’m going to activate this geometry by clicking on edit in-place now we have geometry number 3 activated select the geometry number 3 and now the properties on the left hand side is the property of geometry number 3 so you see that the same values is applied to geometry number 3 as it was applied to geometry number 1 what if we want to change the work plane we no longer want this geometry to start from level 1 all we have to do is click on edit work plane and then you see this dialog box under specify a new word plane under name if you change it from level 1 to level 2 behind the dialog box you see that level 2 is highlighted after I click OK geometry number 3 will still be 12 feet in height but it will shift up but all of the value extrusion start and extrusion end will now be referencing level 2 instead of level 1 as far as everything else it will still work the

same geometry number 3 now is using level 2 as the work plane if I want this geometry to be total of 4 feet in height and be offset at 2 feet from the work plane all I have to do is select the geometry and now the property here on the left is the property of the selected geometry now the extrusion start I want to offset it two feet from level two so I just have to enter two feet and since I want the total height to be four feet I just have to set this extrusion end to six feet because six minus two equal to four now let’s take a look at how it works I’m gonna pull some dimension that is extrusion n that is extrusion start and the total height of the geometry is equal to execution n – extrusion start now what happened if we change the extrusion start to a negative value so when that happened the extrusion start will be below the word plane say we want to offset the extrusion start to three feet below the work plane we just have to add that negative three and we’re gonna leave the extrusion end at six feet and now the total height of the geometry will be six feet plus additional three which is nine feet like so what happened now if you don’t want to use any of the levels as your work plane and you just want your work plane to be somewhere arbitrary in this case you can use reference planes and you can set your reference planes anywhere it can be it could be horizontal it can be vertical it can even have an angle to it now let’s use geometry number two as an example select geometry number two and edit in place I’m going to change work plane for geometry number two to the sample reference plane geometry number two now is referencing sample reference plane if I select on the geometry now the property on the left hand side is the property of the selected geometry as you can see again the values assigned to this geometry is the same as the previous two geometries for clarity let me widen the property palette a little bit you can see now that the workplane is sample reference plane for geometry number two now let me precisely place sample reference planes so I’m gonna get out of this editing mode and I’m gonna use dimension to help me precisely place the reference plane so I want it to be halfway between level 1 and level 2 so I’m gonna equalize this and that should make it 5 feet now we can go back to geometry number 2 edit in-place say if I want geometry number 2 to have the starting point of the extrusion and endpoint be at the same location at geometry number 3 what I have to do here is I have to set the extrusion start to have a positive offset of two feet and extrusion end to have the positive value of 11 feet so if you take 11 minus 2 that’s give us 9 feet which is the height of geometry number 3 and that’s what we want geometry number 2 to be so I’m going to apply and then you see that it is LAV attaining in space at the same height as geometry number 3 to verify now as a comparison let’s start building a new geometry from scratch so I’m gonna okay out of this and then add another reference plane so RP on my keyboard I’m

going to add a reference plane somewhere around here and say I want this reference plane to be three feet above level one so I’m gonna use dimension to help me locate that and notice that this reference plane does not have any name so I’m going to name it so that later on we can find it easily on the list let’s call it sample RP two now from the top view I’m going to build a geometry from scratch so I’m gonna be in level one and since these new reference planes is above level one and below level two I’m going to be in level one this is geometry number two I’m going to build another geometry at 12 feet in height and right next to you geometry number two so architecture the bottom half of the component modeling place I’m going to categorize this as generic models and then I am just going to accept a default name I will use simple extrusion and then sketch line and since I want this new geometry to reference off of the new reference plane that we have just drew earlier I’m going to step the work plane at sample RP to the starting point will be 0 from sample RP 2 and the end point will be at 12 feet at sample RP 2 so if I okay out of it and then confirm that we’re done with this geometry then we can go back to South elevation you will see now that that is the new geometry with 0 feet from the new reference plane and 12 feet in height let’s verify by now hopefully you can see that work plane in elevation view can be levels or reference plane now let’s shift our focus toward the for plan and I’m going to get rid of these for geometry and start fresh let me place a few column grits and a few more reference flames I’m going to call this vertical and call this one horizontal now I want to create a new geometry using reference planes that can be seen on plan view on the first example I will use grid line number one as the word plane now if I want this new geometry to project toward the left side of wit line 1 the projection value needs to be a positive number and if I want the projection to be toward the right side of wit line 1 then the projection value needs to be a negative number since we’re going to be using quit line 1 as the work plane we need to be either on the left or on the right side of grid line number 1 or east or west elevation in this case we’re going to be on the east elevation what you see here these are two reference planes that we saw earlier on up on South elevation and this is the horizontal reference that we have just added a minute ago now I want this new geometry to be a 4 feet by 4 feet just like the previous 4 and this time it is asking me to select a word plane from the get-go so I’m gonna check on name and earlier I said I wanted to use grid line 1 so that’s what I’m using here great 1 and ok out of it and I want this geometry to exist between level 1 and

level 2 so I’m going to place this geometry right here so 4 4 four and four again now if we confirm that we’re done with this geometry and go back to the top view we will see that this geometry will have a starting point on grid line one and the projection of twelve feet will be toward the left side of grid line one now if for some reason you didn’t get prompted to select the work plane or you forgot to select the work plane when you created the geometry you don’t have to panic because as long as the work plane that you want to use is along the same direction as the current or the assign reference planes you can change it afterward this generic model number one is referencing grid line one right now but if for some reason we want to change this to grid line two all we have to do is select on the geometry edit in-place select the geometry again and then change the work plane from grid line 1 to grid line 2 now everything will look the same except that this geometry will shift to the right and aligned with grid line two inch step as far as offsetting if for some reason you need this work plane to have an offset towards the left of grid line two you just have to set the extrusion start say two feet then after you hit apply the starting point will be offset it from grid line two at two feet or if you want the total width of this geometry to be a little bit less than what you have now which is ten feet you can set the extrusion n let’s say if you want the width to be a feet you just have to take the value here at extrusion start plus eight feet which is the width that we want and that will give us the value for the extrusion n apply to verify that’s extrusion start that is extrusion n and this is the width of the extrusion here comes the unusual part so far if you want the projection of the geometry to be toward the left side of the word plane you have to set it to a positive value and if you want the extrusion start to be toward the right side of the word plane you have to set the value to a negative number now if you change the word plane from grid line to a reference plane the opposite is true and I really don’t have any explanation for that except that just how it is but I’m not too concerned about that because if the projection didn’t go toward the size that I want all I have to do is to switch from negative to positive or positive back to negative let’s have a look I’m going to change the word plane from grid line two to vertical the width of the geometry remains the same except now that the positive value in the properties palette makes the geometry projects toward the right side of the plane instead of the left side to show you that we’re going to be making this current geometry project to the left side of the work plane which is the vertical instead of to the right so we’re gonna be adding negative value to the extrusion start and extrusion end now if you are planning on using grid line a B or horizontal reference plane as your work plane you would need to be on the North elevation or on the South elevation to create the outline of your extrusion if you want extrusion to projects toward north which is the top of the screen then you will need to enter a positive value on your extrusion and and if the opposite you want to extrusion to project toward the South which is toward the bottom of the screen then you will need to enter a negative value into your extrusion start and end before I end this video there’s one more type of word plane that I need to show you if we have an existing object on the

screen and I want to use one of the surface as a word plane I can do that by creating an extrusion and then set work plane and then here under pick a plane you can pick a surface of the wall surface of the roofs surface of the window or or simply just pick a surface of an existing geometry so I’m gonna select that pick a plane and okay out of it I could pick this plane here but then I would need to be on a North elevation in order to create the outline of my geometry or I can pick this one but then I need to be on the South elevation in order to create the outline of my new geometry here I need to be on the West you get the idea now if I want to pick this top surface here as a work plane then I need to be on the elevation view it doesn’t matter which elevation we are armed so say I want to use this surface here that you see on the screen as a work plane then I just pick one of the elevation in this case I select South and and now I just have to go to set work plane peak plane okay and then I can pick that top surface that we just saw earlier as my word clean and again I can pick the bottom or I can pick one on the left or I can pick the one on the right in summary we can use column grids and level as work plane column crits are used as a horizontal references and levels are used as vertical references while reference planes can be used in any direction and any angle hopefully by now you have a better understanding of what our word planes and references and what they used for finally I hope that you find a content of this video helpful and hopefully see you again soon in the next video

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