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Standard Workflow - Overlay Region

Purpose

Use Overlay Region to create planting and landscape areas that are associated with existing Revit elements such as Floors, Filled Regions, Topography, or other site geometry. Overlay Regions provide a flexible method for applying planting, groundcover, seed mixes, and landscape information to existing design elements while maintaining BIM coordination and schedule reporting.

Overlay Regions are particularly useful when planting areas need to follow existing site geometry without creating additional model elements.

Prerequisites

Before creating an Overlay Region:

  1. The target site geometry already exists within the project.
  2. Required plant types, seed mixes, or landscape content have been added to the project palette.
  3. Site layouts and boundaries have been coordinated.
  4. Terrain and grading design have been reviewed.
  5. Appropriate visibility settings are enabled.

Outcome: The project is ready for overlay-based planting and landscape modelling.

1. Review the Target Geometry

  1. Open the project model.
  2. Identify the element that will host the Overlay Region.
  3. Review:
    • Floor boundaries
    • Filled Regions
    • Topographic surfaces
    • Landscape geometry
    • Design extents
  4. Verify that the source geometry accurately represents the intended planting area.

Outcome: Suitable geometry has been identified for the Overlay Region.

2. Define Landscape Requirements

  1. Review the design intent.
  2. Determine the content to be applied:
    • Groundcover planting
    • Shrub planting
    • Mixed planting
    • Seed mixes
    • Wildflower areas
    • Amenity grass areas
  3. Confirm specification requirements and expected coverage.

Outcome: The overlay planting requirements are established.

3. Create the Overlay Region

  1. Open the Overlay Region tool.
  2. Select the target geometry.
  3. Choose the required planting content or seed mix.
  4. Generate the Overlay Region using the selected surface.
  5. Review the created region.

Outcome: The planting overlay is linked to the selected geometry.

4. Configure Overlay Settings

  1. Open the Overlay Region properties.
  2. Review and configure:
    • Plant type
    • Seed mix
    • Coverage rate
    • Density settings
    • Area calculations
    • Display options
  3. Apply the required project settings.

Outcome: The Overlay Region accurately reflects project specifications.

5. Verify Region Boundaries

  1. Review the generated Overlay Region in plan view.
  2. Confirm boundaries match the source geometry.
  3. Check for:
    • Boundary gaps
    • Overlapping regions
    • Unintended exclusions
  4. Correct any issues identified.

Outcome: The planting region accurately represents the intended landscape area.

6. Coordinate with Site Design

  1. Display:
    • Terrain surfaces
    • Floors
    • Area Pads
    • Linear Paths
    • Existing Trees
    • Proposed Trees
    • Hardscape features
  2. Review potential conflicts.
  3. Confirm planting areas remain coordinated with the overall design.
  4. Adjust surrounding elements if required.

Outcome: The Overlay Region integrates successfully with the wider landscape model.

7. Review Area and Quantity Information

  1. Open project planting schedules.
  2. Refresh model data if required.
  3. Review:
    • Plant species
    • Seed mix types
    • Area calculations
    • Coverage quantities
    • Specification information
  4. Verify outputs against project requirements.

Outcome: Accurate area-based quantities are available for procurement and documentation.

8. Tag and Annotate Overlay Regions

  1. Open the tagging tools.
  2. Select the desired annotation style.
  3. Tag the Overlay Region.
  4. Review annotation locations.
  5. Verify schedule and drawing information remain consistent.

Outcome: Overlay Regions are clearly identified in project documentation.

9. Review in Multiple Views

  1. Verify the Overlay Region in:
    • Site plans
    • Planting plans
    • Coordination plans
    • 3D views
  2. Confirm graphical display is appropriate for each view type.
  3. Adjust visibility settings as required.

Outcome: Overlay Regions display correctly throughout the project.

10. Produce Project Documentation

  1. Update:
    • Planting plans
    • Groundcover plans
    • Seed mix plans
    • Landscape coordination drawings
    • Plant schedules
  2. Add views and schedules to sheets.
  3. Verify consistency between drawings and schedules.
  4. Publish project documentation.

Outcome: Overlay Region information is fully coordinated and documented.

Verification Checklist

  • ✅ Target geometry has been reviewed.
  • ✅ Overlay Region has been created successfully.
  • ✅ Planting or seed mix content has been assigned.
  • ✅ Coverage settings have been verified.
  • ✅ Region boundaries match source geometry.
  • ✅ Coordination with terrain and site elements has been completed.
  • ✅ Quantities and schedules have been reviewed.
  • ✅ Tags display correctly.
  • ✅ Documentation has been updated.

Recommended Next Step

Following the Overlay Region workflow, coordinate the resulting planting and landscape areas with Area Pads, Seed Mixes, Linear Paths, Terrain Models, Existing Trees, Proposed Trees, Root Protection Areas, and Planting Schedules to ensure all landscape information remains fully coordinated for design development, quantity reporting, and construction documentation.