Revit

MEP equipment families in Revit: geometry and connectors

Create MEP equipment families in Revit 2027 in 15 steps: build a parametric box, add duct, pipe and electrical connectors, map their sizes to family parameters.

  • GV. Trần Ngọc Việt
  • 14 min read
A ducted fan coil unit family built in Revit 2027: the box, two duct connectors at the ends, three pipe connectors on the front face and one electrical connector on top Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

You download a fan coil family, place it on the plan and drag a duct towards it. The duct runs straight through the box, nothing snaps, and the System Browser still reports an empty system.

MEP equipment families in Revit differ from architectural families in exactly that respect. The solid is only the shell; what matters is the connector — the point that declares whether this is supply or return air, chilled water or condensate, and at what voltage. This article walks through 15 steps that build a complete ducted fan coil unit with six connectors, each step saying what to click and what appears. To learn the whole MEP workflow on one sample building, see the Institute's Revit MEP course.

Generic family skills — reference planes, extrusions, parameters — are covered in how to create a family in Revit; this article only covers the MEP-specific half.

What makes an MEP equipment family different

A door needs the right geometry and the right parameters. An MEP component needs one more layer: every Revit family connector carries a discipline, a system classification, a flow direction and a size.

Autodesk puts it bluntly on the Connectors page: "Components created without connectors cannot participate in a system topology". No connector means no duct snapping, no flow totals, no panel loads.

Revit 2027 offers five connector types, all on the Connectors panel of the Create tab in the Family Editor.

Five buttons: Electrical Connector, Duct Connector, Pipe Connector, Cable Tray Connector, Conduit Connector Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering
ButtonUsed for
Duct Connectorducts, duct fittings, air terminals
Pipe Connectorpipes, valves, plumbing fixtures
Electrical Connectorany electrical link: power, data, fire alarm
Cable Tray Connectorcable tray and tray fittings
Conduit Connectorconduit, as a single point or a whole surface

Pick the wrong type and you start over. Autodesk is explicit: "After this selection is made, it cannot be changed without first deleting the connector and adding it again with the correct discipline".

Preparation: metric family templates and a file to follow along

You need the metric family templates that ship with Revit and a project to test the load. For the exercise file, see Revit MEP sample files.

The worked example is a ducted fan coil unit, 1,000 × 500 × 250: supply air at one end, return air at the other, chilled water flow and return plus condensate on the front face, and power on top. Placing and connecting it inside a project is covered in VRF and fan coil units in Revit.

Steps 1–5: open the template, set the category, build a parametric box

Step 1. Go to File › New › Family. The New Family - Select Template File dialog opens in the English-Imperial folder, which holds the inch templates. Switch to the English folder next to it, where every file carries the Metric prefix.

1 switch to the English folder; 2 select Metric Mechanical Equipment; 3 check the File name box before clicking Open Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

Step 2. Select Metric Mechanical Equipment.rft and click Open. The same folder holds Metric Mechanical Equipment ceiling based.rft and ... wall based.rft for units fixed to a ceiling or wall; rod-hung equipment uses the plain template.

Step 3. On the Create tab, Properties panel, click Family Category and Parameters. The category is already Mechanical Equipment, which is what allows the unit to be chosen as the equipment of a system. The Part Type box defaults to Normal, for free-standing equipment.

1 the Mechanical Equipment category is selected; 2 leave Part Type as Normal for free-standing equipment, switch to Breaks Into for inline devices Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

Step 4. Open the Ref. Level plan. Draw four reference planes around the origin with Reference Plane (RP), dimension them with Aligned Dimension (DI) and click EQ on both symmetrical pairs. Select each overall dimension and use the Label Dimension panel to create the type parameters Chieu_dai and Chieu_sau; do the same in the Front elevation for Chieu_cao.

1 the two planes along the length; 2 the overall dimension labelled Chieu_dai; 3 the EQ pair keeps the box symmetrical about the origin Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

Step 5. Click Extrusion, sketch a rectangle onto the four planes, click all four padlocks and finish the sketch. In the solid's Properties, click the small square at the end of the Extrusion End row and map it to Chieu_cao.

Steps 6–9: add the duct connectors

Step 6. Open the 3D view and click Duct Connector on the Create tab. The ribbon switches to Modify | Place Duct Connector with a single Placement panel offering Face and Work Plane. The status bar reads "Place a connector by picking an edge loop of a face".

1 the Placement panel has only Face and Work Plane; 2 hover over an edge of the target face and press Tab until all four of its edges light up before clicking Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

This is where people get stuck: hovering in the middle of a face highlights nothing, because Revit wants an edge loop. Hover over an edge, press Tab to swap between the two faces sharing it, and click only when the four edges of the face you want are highlighted.

Step 7. The connector lands in the centre of the face with Width and Height labels drawn in the view. The default size is 304.8 × 304.8 — 12 inches — even in a metric template, so the next step is not optional.

1 Connector Element properties: Shape, Height, Width, Flow Configuration, Flow Direction, System Classification, Loss Method; 2 the Width and Height labels next to the connector Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

Step 8. With the connector selected, set three fields: System Classification to Supply Air, Flow Direction from Bidirectional to Out because air leaves the unit, and leave Flow Configuration on Calculated so Revit adds up the flow of the terminals downstream.

1 Flow Direction has exactly three values: In, Out, Bidirectional; 2 the return air connector once finished: Return Air, Flow Direction In, Width and Height greyed out because parameters now drive them Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

Step 9. Click the small square at the end of the Width row. The Associate Family Parameter dialog lists parameters of the same data type; use the button at the bottom left to create Gio_cap_rong as a Type parameter and click OK twice. Repeat for Height, then repeat steps 6–9 on the opposite face with Return Air, direction In and the parameters Gio_hoi_rong and Gio_hoi_cao.

1 the connector property being mapped and its data type; 2 existing family parameters of that type; 3 the button that creates a new parameter without leaving the dialog Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

Once mapped, both boxes turn grey: the values are edited in Family Types, not on the connector.

Steps 10–13: pipe connectors for water, an electrical connector for power

All three water connections sit on the same face, and a face takes only one connector, at its centre. The tidy answer is to place them on a named work plane.

Step 10. In the plan, select the front reference plane, type Mat_truoc into the Name box and click Apply. The named plane then appears in the list used by the next step.

Step 11. Click Pipe Connector and choose Work Plane on the Placement panel. In the Work Plane dialog pick Mat_truoc from the Name list and click OK. The connector lands at the origin of that plane; use Move (MV) to slide it to the real stub position.

1 picking the work plane by name is what allows several connectors on one face; 2 the finished pipe connector: Diameter 25, Flow Direction In, System Classification Hydronic Supply Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

Step 12. Set each pipe connector: chilled water flow as Hydronic Supply direction In, the return as Hydronic Return direction Out, condensate as Sanitary direction Out. Map Diameter to DN_nuoc_cap, DN_nuoc_hoi and DN_nuoc_xa the way step 9 did. With Sanitary and domestic classifications, Properties gains a Fixture Units row.

The Allow Slope Adjustments box matters for drainage: leave it clear and a sloped pipe will report an angle error and disconnect.

Step 13. Click Electrical Connector and place it on the top face the way step 6 did. System Type defaults to Power, and Properties is then nearly empty. Switch it to Power - Balanced and the full set appears: Number of Poles, Power Factor State, Load Classification, Voltage, Apparent Power, Power Factor.

1 Number of Poles 1 and Load Classification HVAC for a single-phase unit; 2 Voltage and Apparent Power greyed out because they are mapped to Dien_ap and Cong_suat; 3 the Load Classifications dialog with its six load groups Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

Set Number of Poles to 1, Voltage to 220 V and Apparent Power to 120 VA, then map the last two to Dien_ap and Cong_suat. The Load Classification cell has a browse button that opens Load Classifications; choose HVAC so the load lands in the right group on the panel schedule.

Steps 14–15: flex the family, then load it into a project

Step 14. Click Family Types. The table collects every parameter created so far: Dimensions for the box and the connector sizes, Electrical Engineering for voltage, Electrical - Loads for apparent power.

1 voltage sits under Electrical Engineering; 2 box dimensions and every connector size share the Dimensions group; 3 the Formula column is empty, so each type carries typed values Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

Change Chieu_dai from 1,000 to 1,400 and click Apply. The box grows and both duct connectors follow the end faces, because they are hosted by faces rather than by coordinates.

One parameter changes and the box plus the two duct connectors follow; the three pipe connectors stay where they were on the Mat_truoc plane Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

Flexing is the step people skip, and skipping it means the geometry breaks halfway through a live project instead. It is also the moment to save MEP equipment families in Revit under a library name your team will recognise.

Step 15. Save the family under a name without diacritics, then click Load into Project. The Load into Projects dialog lists every open project and family; tick the target and click OK.

Tick the project to load the family into; the list also shows other open families, because a family can be loaded into a family Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

In the project, place the unit with Systems › Mechanical › Mechanical Equipment (shortcut ME) and select it. Revit draws a label for each connector: system, size and flow direction — the quickest check that the family is declared correctly.

1 the return air end, 450 × 200, direction In; 2 the supply end, 400 × 200, direction Out; 3 the electrical label reads the HVAC load group, 120 VA and 220 V Photo: Revit 2027 screenshot, Institute of Information Technology in Civil Engineering

According to About Connector Labels, clicking the system icon on a label starts the routing command and inherits the size and elevation from the connector. Revit 2027 also has an Analyze › MEP Connections › Show Connector Controls toggle that displays connector number, type and size in the view.

What to set on each connector

The six connectors of the example end up like this.

ConnectorSystem Classification / TypeFlow DirectionSizeMapped parameter
Supply airSupply AirOut400 × 200Gio_cap_rong, Gio_cap_cao
Return airReturn AirIn450 × 200Gio_hoi_rong, Gio_hoi_cao
Chilled water flowHydronic SupplyInDN 25DN_nuoc_cap
Chilled water returnHydronic ReturnOutDN 25DN_nuoc_hoi
CondensateSanitaryOutDN 32DN_nuoc_xa
PowerPower - Balanced220 V, 120 VADien_ap, Cong_suat

Three things trip people up. Flow Direction describes the medium, not the drawing direction: two connectors that meet must be opposite. The first connector of each discipline becomes the primary one, and Re-assign Primary changes that. Finally, naming each point in Connector Description pays off later, because Connect Into then lists names instead of "Connector 3".

From CAD blocks to Revit families

The usual question is whether a block can be converted straight into a family. The geometry can; the information cannot.

In CADIn RevitExtra work
2D block of the unittracing referencedelete the imported CAD afterwards
Plan symbolsymbolic lines or a nested annotationthe symbol must keep its orientation when the unit rotates
A note reading "duct 400×200"the connector sizethe size flows into the duct as you draw

That last row is where Revit wins: the number lives in the connector, not in a text string, so drawings and schedules cannot drift apart. Logical systems are covered in Revit MEP systems.

When the duct will not connect to the unit

SymptomCauseFix
No snap point when a duct approachesno connector, or it sits inside the solidplace it on the outer face and check in 3D
It connects but the system reports errorsboth connectors share a Flow Directionone end Out, the other In
The unit is missing from the system equipment listthe family category is not Mechanical or Electrical Equipmentchange it in Family Category and Parameters and reload
The duct comes out the wrong sizethe connector is still at the default 304.8set Width, Height, Diameter and map them to parameters
Parameters change but the connector stays putthe connector sits on a free-standing planereplace it with the Face option, or tie the plane to a parameter

Three things you often hear

What you hearWhat Revit 2027 does
MEP families must be modelled in detailA correctly sized box with correct connectors is enough for coordination; extra detail only bloats the file
Any connector type will do, change it laterIt cannot be changed: delete it and place the right type
Drop a connector on and the duct sizes itselfThe default is 304.8 mm; leave it and the duct is drawn at that size

Frequently asked questions

Which category should equipment families use?

Mechanical Equipment for air handling units, fans and pumps; Electrical Equipment for panels. Only these two can be selected as the equipment of a system.

How does a face connector differ from a work plane connector?

A face connector sits at the centre of the face and follows it when the solid changes size, but a face takes one connector only. A work plane takes several, and they can be moved freely. Map connector sizes to Type parameters and flow or load to Instance parameters.

How long does the first MEP family take?

A simple unit like this one takes about half a day if you already build ordinary families. The slow part is not the geometry — it is declaring the right system and the right direction on every connector.

About the author

GV. Trần Ngọc Việt — Head of BIM Management at Thai Binh Investment Joint Stock Company; 17 years in MEP, BIM and project management; leads the BIM Manager course at the Institute of Information Technology in Civil Engineering