Skip to main content
April 2, 2026Tyler Grant/3 min read

Creating Zoning Plans in Revit: BIM 322 Course Tutorial

Master Professional Zoning Plans with Revit BIM

Course Context

This tutorial is part of the BIM 322 course series, building upon skills from the previous BIM 321 course. Students will learn to create professional mechanical zoning plans using established title blocks and naming conventions.

Sheet Creation Workflow

1

Navigate to Project Browser

Access Sheets section under Project Browser and right-click to create a new sheet using the established BIM 321 title block template.

2

Apply Naming Convention

The sheet automatically follows the numerical naming strategy, creating designation M1.1 as the next sequential mechanical sheet.

3

Add Zoning Plans

Drag HVAC Zoning Plan 1 and HVAC Zoning Plan MEC 2 views onto the sheet and position them appropriately.

View Placement Considerations

Extent Variations

Different views may have varying extents due to visible elements like elevation tags. This affects how views appear when placed on sheets.

Element Visibility

Some views can see elevation tags while others cannot, creating different visual boundaries that need to be managed during sheet layout.

View Cleanup Process

1

Activate View

Select the view on the sheet, right-click and choose Activate View to enter editing mode for that specific view.

2

Hide Unwanted Elements

Select elevation tags, right-click and choose Hide in View Category to remove them from the zoning plan display.

3

Adjust Grid Display

Access VB settings, find Annotation Categories, locate Grids, and uncheck Halftone to make grids more prominent.

Professional Standards

When the Boss requests changes like making grids more prominent, it reflects real-world scenarios where design standards evolve based on project requirements and client feedback. Always be prepared to adjust visual hierarchy elements.

View Formatting Checklist

0/3

Before vs After Title Updates

FeatureOriginalUpdated
Level 1 ViewLevel 1Mechanical Zoning Plan Level 1
Level 2 ViewLevel 2Mechanical Zoning Plan Level 2
Sheet NameGeneric Sheet NameMechanical Zoning Plans
Recommended: Updated titles provide clear identification and professional documentation standards

Final Documentation Steps

Step 1

Zoom to Extents

Verify overall sheet layout and view positioning

Step 2

Save Progress

Use Control-S to save file with current changes

Step 3

Rename Sheet

Access Project Browser, right-click sheet, and rename to 'Mechanical Zoning Plans'

Step 4

Final Save

Complete the workflow with a final Control-S save operation

This lesson is a preview from our Revit Certification Course Online (includes software & exam). Enroll in this course for detailed lessons, live instructor support, and project-based training.

Welcome back to cadteachers.vdci's comprehensive video course content for the BIM 322 course. In this session, we'll create a professional sheet for our zoning plans—a critical step in delivering polished construction documentation. Navigate to the Sheets section under your Project Browser to begin this process.

Right-click on Sheets and select "New Sheet" from the context menu. Choose the BIM 321 title block that we established in our foundational Revit BIM EP1 course—maintaining consistency across your project documentation is essential for professional presentation. Click OK to proceed.

Revit automatically generates the next sheet as M1.1, which aligns perfectly with our established numerical naming convention. This systematic approach ensures your drawing sets remain organized and easily navigable for contractors, engineers, and other project stakeholders.

Now we'll populate the sheet with our zoning plans. Navigate to your HVAC Zoning Plan 1 in the Project Browser and drag it onto the sheet. Position it strategically in the upper portion of your layout. Next, locate HVAC Zoning Plan MEC 2 and drag it to the lower section, aligning it with the first plan for visual consistency.

You may notice these views display slightly different extents—this occurs because one view includes an elevation tag while the other doesn't. The varying visibility of elements affects each view's boundary calculations, which is completely normal in Revit's display logic.


To address the elevation tag visibility, select the first view and right-click to "Activate View." Once inside the view, select the elevation tag, right-click, and choose "Hide in View Category." This matches the approach we used in previous plan layouts and ensures visual consistency across your sheet set.

Here's a common issue you might encounter: notice how the grid lines appear grayed out? This halftone display often results from central file settings, but it can diminish the importance of these critical reference elements. As seasoned professionals know, grid lines serve as the primary coordination system for construction teams and should command appropriate visual prominence.

To correct this display issue, access the Visibility/Graphics dialog (VG shortcut). Navigate to the Annotation Categories tab and locate "Grids" in the list. Uncheck the "Halftone" option—this ensures your grids display with full line weight and proper visual hierarchy. Click Apply, then OK to implement the changes.

Right-click and select "Deactivate View" to return to your sheet layout. Now we'll fine-tune the view positioning for optimal presentation. Select each drawing and use the shape handles to adjust spacing and alignment—precise positioning reflects professional attention to detail that clients and colleagues notice.


The final step involves customizing the view titles for clarity and professionalism. Select Level 1's view and scroll down in the Properties panel to locate "Title on Sheet." Change this to "Mechanical Zoning Plan Level 1" for explicit identification. Repeat this process for the second view, updating it to "Mechanical Zoning Plan Level 2."

With both views properly titled and positioned, use Zoom Extents to review the overall composition. This holistic view helps identify any final adjustments needed for professional presentation standards.

Save your work with Ctrl+S, then complete the documentation by renaming the sheet itself. In the Project Browser under Sheets, right-click your new sheet and select "Rename." Update the sheet name to "Mechanical Zoning Plans"—this descriptive title will populate in your sheet index and drawing list automatically.

Execute a final save with Ctrl+S to preserve all changes. Your mechanical zoning plans are now professionally documented and ready for project delivery, maintaining the high standards expected in today's competitive AEC industry.


Key Takeaways

1Creating professional zoning plan sheets requires following established naming conventions and using appropriate title blocks from previous course work
2View extents can vary between different floor plans due to visible elements like elevation tags, requiring careful positioning during sheet layout
3Professional standards may require adjustments to element visibility, such as making grids more prominent by unchecking halftone settings in annotation categories
4Proper view cleanup involves activating individual views, hiding unnecessary elements, and adjusting display settings before deactivating and returning to sheet view
5Descriptive view titles on sheets are essential for professional documentation, replacing generic names with specific identifiers like 'Mechanical Zoning Plan Level 1'
6Sheet organization in the Project Browser should follow logical naming conventions, with sheets renamed to reflect their actual content purpose
7Regular saving using Control-S throughout the workflow prevents data loss and maintains project integrity during complex sheet creation processes
8The BIM workflow integrates multiple skills from previous courses, building upon established templates and conventions for consistent project documentation

RELATED ARTICLES