Create extrusions perpendicular to the shell or heads to represent fluid entry and exit points.

Connectors are what allow Revit to "calculate" the system. If your connectors aren't set up right, your pipe sizing won't work. Best practices for modeling Revit families - Autodesk

High-fidelity modeling including cradles, mounting bolts, and flange faces, suitable for construction documentation and coordination.

To make a flexible and efficient family, follow these industry-standard practices: 1. Parameter Management (Type vs. Instance)

Keep geometry simple. Model the outer shell, nozzles, and supports (LOD 300). Do not model individual internal tubes, as this creates massive file sizes that slow down project performance.

When creating a shell and tube heat exchanger Revit family, keep the following best practices and tips in mind:

| Approach | Description | When to Use | | :--- | :--- | :--- | | | Use pre-made, reliable, and data-rich families from manufacturer libraries. | For projects requiring specific, real-world equipment when speed and accuracy are critical. | | Modify Existing Families | Edit properties, parameters, or geometry of an existing family to meet project needs. | When you have a family that's close to your needs but requires minor adjustments to dimensions or connection sizes. | | Create a New Parametric Family from Scratch | Build a fully custom, intelligent family using generic templates. | When no existing family suits your needs and you require ultimate control over behavior and data for a standardized design. |

Start with the Revit family template. Set the Part Type to "Heat Exchanger" in the Family Category and Parameters dialog. This ensures the equipment categorizes correctly in schedules and interacts properly with systems. 2. Parametric Geometry

Unlike a simple pump or a generic "box" family, a shell and tube exchanger involves complex geometry—tube bundles, baffles, floating heads, and varying nozzle configurations—that must adapt to specific project requirements. Creating a robust Revit family for this equipment requires a strategic approach to parametric modeling.

Confirm the category is set to Mechanical Equipment in the Family Category and Parameters dialog box.