Revit

MEP sheets in Revit: one set per system, legends and PDF

MEP sheets in Revit 2027 step by step: split plans by system, place them on sheets, number them, add legends and a sheet list, then export the set to PDF.

  • GV. Trần Ngọc Việt
  • 14 min read
Sheet PL-01 complete: the level 3 domestic water plan, the pipe legend, the drawing index and a title block filled from the project parameters Photo: Revit 2027 screenshot, Institute sample file linked to Autodesk's Snowdon Towers architectural model

The MEP model is finished, and the client still cannot read it. What they receive is a stack of paper: level 3 domestic water, level 3 drainage, level 3 power, one sheet each, with a title block, a legend and a sheet number.

MEP sheets in Revit are not a second round of drafting. Every sheet is a filtered view of the same model, dropped onto a virtual piece of paper called a sheet, then printed or exported to PDF. Change the model and every sheet follows.

This article walks through fifteen steps in Revit 2027, from duplicating a plan for one system to holding the PDF. To build a full MEP document set on a real sample building, the Institute runs a Revit MEP course.

What MEP sheets in Revit are made of

Three things that people keep mixing up.

A view is one way of looking at the model: a plan, a section, a 3D view, a schedule, a legend. Each view carries its own scale and its own display settings.

A sheet is the virtual paper, with the title block already on it. The paper size comes from the title block.

A viewport is where the view sits on the sheet. It carries the title under the drawing and the scale figure.

Autodesk's Add Views to a Sheet page states the rule that shapes the whole set: "Each view can be placed on one sheet only." If the same plan has to appear on two sheets, duplicate the view. Legends and schedules are the exception, and go on as many sheets as you like.

That is exactly where MEP documentation differs from architecture. Architecture usually gets one plan sheet per level. MEP gets four or five: domestic water, drainage, power, lighting, fire protection. Same model, different answer to the question of which system shows.

Where the sheet tools sit in Revit 2027

Nearly everything lives on the View tab, in the Graphics and Sheet Composition panels.

ToolRibbon pathNote
Duplicate ViewView › Create › Duplicate Viewthree entries, including Duplicate with Detailing
View TemplatesView › Graphics › View Templatesholds Manage View Templates
Visibility/GraphicsView › Graphics › Visibility/Graphicsshortcut VV or VG
SheetView › Sheet Composition › Sheetopens the New Sheet dialog
Guide GridView › Sheet Composition › Guide Gridonly live while a sheet is open
SchedulesView › Create › Schedulesholds Sheet List
1 the Sheet button, 2 the Guide Grid button greyed out, 3 the Legends button on the Create panel Photo: Revit 2027 screenshot, Institute sample file

View, Title Block, Guide Grid and Viewports are greyed while you stand in a plan. Open a sheet and they light up. It is the quickest way to tell where you are.

The file to follow along with

You need an MEP model with at least one system drawn, a plan of that level, and a title block loaded. The article on the Revit MEP sample file shows where to get a copy of the Institute file together with the Snowdon Towers architectural model that ships with Revit.

With no title block in the file, the New Sheet dialog offers nothing but None. Building your own title block is covered in creating a title block in Revit.

Splitting plans by system and creating a revit sheet

The first seven steps are the part most people skip: give every system its own view before you build any sheet. Skip it and every sheet shows ductwork, pipework and cable tray stacked on top of each other.

Step 1 — Duplicate the plan for one system

Open the plan of the level you are documenting. Go to View › Create › Duplicate View and pick Duplicate with Detailing. The three entries differ clearly. Duplicate View copies the model only. Duplicate with Detailing brings the annotation and detail lines with it. Duplicate as Dependent makes a dependent copy, for a level too long to fit one sheet. The copy opens straight away, named after the original plus Copy 1. The button is greyed while you stand on a sheet.

Step 2 — Name the view by level and system

In the Properties palette scroll to Identity Data, click the View Name cell and type the new name. Put the level first and the system second, for example L3 - Domestic water, so the Project Browser keeps levels together. That name is also the default title shown under the drawing once the view lands on a sheet.

1 the View Scale cell greyed because the view template owns it, 2 the View Template and View Name cells Photo: Revit 2027 screenshot, Institute sample file linked to Autodesk's Snowdon Towers architectural model

Step 3 — Check which view template owns the view

Right above the cell you just typed in sits View Template. A name in there means most of the display settings no longer belong to the view. Open Visibility/Graphics with VV, find the whole table greyed and nothing clickable, and that is why. Do not fight it; fix it in the template instead.

Step 4 — Create a view template for the system

Go to View › Graphics › View Templates › Create Template from Current View. The New View Template dialog asks for a name. Click OK and the View Templates dialog opens: templates on the left, the parameter table on the right. The Include column decides what the template owns; clear a row and that parameter goes back to each view.

The View Templates dialog with templates on the left and the parameter table with the Include column on the right Photo: Revit 2027 screenshot, Institute sample file

Step 5 — Switch off the other systems inside the template

In the View Templates dialog click Edit... on the V/G Overrides Filters row. The filter table opens, one row per system. Clear the Visibility box on the row of any system that does not belong on this sheet. Reached this way, the Add button is live and the boxes respond.

To hide a whole category instead, say cable tray and ductwork on a water sheet, use the Model Categories tab. Building a new filter is covered in controlling visibility in Revit.

The Filters tab of Visibility/Graphic Overrides opened from the view template, with the third row cleared Photo: Revit 2027 screenshot, Institute sample file

Step 6 — Assign the template to the view

Select the view in the Project Browser and click the View Template cell in Properties. The Assign View Template dialog opens; pick the template and click OK. The line Number of views with this template assigned tells you how many views it owns, which is a quick way to spot a level you forgot.

Do not use the right-click Apply Template Properties for this. When the view already has a template, Revit shows the View Template Present dialog and applies only the parameters the old template does not own.

The Assign View Template dialog listing the templates in the file next to the parameter table Photo: Revit 2027 screenshot, Institute sample file

Step 7 — Create the sheet and pick a title block

Go to View › Sheet Composition › Sheet. The New Sheet dialog lists every loaded title block under Select titleblocks; pick one and click OK. With none loaded, click Load and browse to an rfa file. The Select placeholder sheets box below is for sheets you listed in the index before drawing them.

The New Sheet dialog listing the loaded title blocks and the placeholder sheets Photo: Revit 2027 screenshot, Institute sample file

Numbering, legends, sheet list and printing

Step 8 — Set the sheet number and sheet name

Select the sheet in the Project Browser and edit two cells in Properties: Sheet Number and Sheet Name. Use a prefix per system so the set sorts itself, for example PL for plumbing, ME for mechanical, EL for electrical. The next sheet you create takes the next number in the run.

1 the Sheet Number and Sheet Name cells, 2 the Appears In Sheet List box that decides whether the sheet reaches the index Photo: Revit 2027 screenshot, Institute sample file

Sheet Width and Sheet Height are greyed because they are read from the title block. To change the paper size, change the title block.

Step 9 — Fill in the project information once

Go to Manage › Settings › Project Information. The Other group holds exactly the fields the title block reads: Project Name, Project Number, Client Name, Project Address, Project Issue Date and Project Status. Edit once and every sheet follows.

1 the Other group holds the fields the title block labels read Photo: Revit 2027 screenshot, Institute sample file

Step 10 — Turn on a guide grid so sheets line up

With the sheet open, go to View › Sheet Composition › Guide Grid. The Assign Guide Grid dialog appears; name the grid and click OK. Give the water sheet and the drainage sheet the same grid and the two line up on paper. The grid never prints.

The Assign Guide Grid dialog with its Choose existing and Create new options Photo: Revit 2027 screenshot, Institute sample file

Step 11 — Drag the view onto the sheet

Drag the view name out of the Project Browser onto the sheet, move it where you want it and click once. The view becomes a viewport on the sheet.

The domestic water plan on the sheet, the thin blue lines being the guide grid used as a datum Photo: Revit 2027 screenshot, Institute sample file linked to Autodesk's Snowdon Towers architectural model

Step 12 — Line the viewport up with the grid

Select the viewport, click Move on the ribbon, snap to a grid line or to the crop boundary and drag to a grid node. Repeat on the sheet of the other system and the two sheets match. To show a title other than the view name, type it into the Title on Sheet cell in the view properties.

Step 13 — Build a legend and put it on several sheets

Go to View › Create › Legends › Legend. The New Legend View dialog asks for two things: a name and the scale of the legend view. Set the scale to match the sheet it will sit on and click OK.

The New Legend View dialog asking for a name and a scale Photo: Revit 2027 screenshot, Institute sample file

In the legend view, pick up symbols with Annotate › Detail › Component › Legend Component. The Component Type cell decides which pipe type or piece of equipment the symbol shows; View Direction chooses section or plan. Add the wording beside it with Annotate › Text.

A legend can go on many sheets, so one set serves the whole project. When pipes and ducts are coloured by system, Annotate › Color Fill adds Pipe Legend and Duct Legend.

Step 14 — Build the drawing index

Go to View › Create › Schedules › Sheet List. The Sheet List Properties dialog has five tabs: Fields, Filter, Sorting/Grouping, Formatting and Appearance. On the Fields tab, Select available fields from is already set to Sheets. Type into Parameter Name Search to shorten the list, pick a field and click the green arrow. Three columns are enough: Sheet Number, Sheet Name, Sheet Issue Date.

1 the field group selector, 2 the arrow that moves a field to the right-hand column Photo: Revit 2027 screenshot, Institute sample file

The table lists every sheet with Appears In Sheet List ticked and grows as you add sheets. Drag it onto the cover sheet the way you would drag a view. For material schedules see schedules in Revit.

Step 15 — Export the set to PDF

Go to File › Export › PDF. Four blocks of the PDF Export dialog matter. Export Range picks the open sheet or a set under Selected views/sheets. The File block sets the file name, the folder and whether the set is combined into one PDF. Under Size leave Page Size at Use Sheet Size and Zoom at Fit to Page. Leave Create Output Using on Vector Processing for crisp lines.

1 the Export Range block, 2 the File block with the name and folder Photo: Revit 2027 screenshot, Institute sample file

Click Export. With Export in background ticked, Revit hands the mouse back at once and writes the file behind the scenes. To send paper to a real printer, use File › Print. Autodesk's Exporting to PDF page puts it plainly: "You can export Revit views and sheets to PDF files."

From CAD sheet sets to Revit sheets

People coming from AutoCAD ask where the Sheet Set Manager is. There is none, because there is no need for one.

TaskAutoCADRevit
Where sheets liveone dwg or one layout per sheetinside the model file
Assembling the setSheet Set Manager across filesthe Sheets branch of the Project Browser
Indexa lisp or a sheet set builds the tablea sheet list, which is a kind of schedule
Title blocka block with attributes, typed per sheeta title block family whose labels read parameters

The title block is where the difference bites. In CAD, renaming the project means opening every sheet and editing every attribute. In Revit the project name is one parameter, and a hundred sheets follow. Contractors who still want DWG can have it; the export route is in exporting Revit drawings to CAD.

When it does not work

SymptomCauseFix
The view will not drop onto the sheetthat view is already on another sheetduplicate the view and place the copy
Visibility/Graphics is greyed and nothing respondsthe view template owns that settingedit the template, or set View Template to None
Text and symbols come out oversizedthe view scale does not suit the paperchange View Scale, do not stretch the viewport
The Guide Grid button is deadyou are in a plan, not on a sheetopen the sheet and click again
A new sheet is missing from the indexAppears In Sheet List is untickedtick it in the sheet properties

Three things often told wrong

What you often hearWhat Revit 2027 does
To separate electrical from plumbing drawings you must split the modelone model, many views; a view template per system decides what shows
Drop the view on the sheet and stretch it to fitviewports do not stretch; change the view scale or the crop region
PDF output needs a virtual printerRevit has its own PDF export route

Sheet layout is the last stage, and it decides whether the model was worth building. Do it properly once, save it as a project template, and the next job is a matter of renaming levels and pressing print.

Frequently asked questions

How many sheets can one plan go on?

Exactly one. To show the same plan elsewhere, duplicate the view and place the copy on the other sheet. Legends and schedules are different and go on any number of sheets.

When should the view scale be set?

Before the view goes on the sheet. Scale drives text height, arrowhead size and line weight, so changing it afterwards means laying the sheet out again.

How do I make the water sheet and the drainage sheet of one level overlay exactly?

Give both sheets the same guide grid and move each viewport onto the same grid node with the Move tool. The grid does not print.

Do I have to edit the project name on every sheet?

No. The project name is a project parameter; edit it once in Project Information and the whole set follows. Only the sheet number, sheet name and issue date belong to the individual sheet.

About the author

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