Family Reviser

Family Reviser is the project-side workspace for auditing and managing loaded Revit families without opening the Family Editor for routine cleanup. It opens a persistent multi-tab window where you can browse the family inventory, preview batch rename operations, inspect and manage types, run health scans, and export reports.

What It Covers

Browse all loaded families with search and category filtering
Preview and apply batch family-name renames
Inspect and manage family types from the project environment
Run Quick Scan and Deep Scan health checks
Export family inventory and review data for coordination

Typical Workflow

Launch Family Reviser from the Data panel.
Use the Browse tab to find the target families.
Switch to Rename, Types, Health, or Export depending on the task.
Review previews before applying any change.
Export or re-scan as needed to confirm the result.

Tabs

Browse

Use the inventory grid to search, filter by category, and inspect loaded families before taking action.

Rename

Generate and review batch family rename previews before committing the changes.

Types

Inspect, create, rename, or delete family types from the project-side manager.

Health

Run health scans to surface oversized families, CAD imports, subcategory issues, or other cleanup targets.

Export

Export family inventory or review data for offline coordination and QA.

Alluvial

The Alluvial tab renders a three-column flow diagram of the project's loaded-family inventory: Category → Source → Health Status. Node widths are proportional to family counts so a glance answers "where is the inventory concentrated and how much of it has health issues."

Click any node to cross-filter the Browse and Health tabs to the families flowing through that node. A "Clear filter" chip appears in the affected tab header to restore the full list.
Click a link to filter on both endpoints — for example the Doors → In-Place ribbon scopes Browse to in-place doors only.
Export PNG writes the diagram to a SaveFileDialog destination — ready to paste into a Monday model-health email.
Export SVG writes a scalable artifact suitable for the firm wiki or a printed PDF cover. Both exports embed a metadata footer reading <project> | <YYYY-MM-DD> | Generated by FamilyReviserAlluvial v<version>.
Dimension pickers let you swap any of the three columns to Category, Source, Health, Instance Bucket, or Type Bucket.
4-column inserts the Instance Bucket column between Source and Health for a deeper view.

If the Health tab's Quick Scan has not run, the Health column shows a single Not Scanned bucket and an in-panel CTA appears offering to switch to the Health tab and start the scan. The Alluvial tab itself never blocks on a scan — it renders instantly even on a fresh project.

Phase 4: Portfolio rollup + MCP access (post-beta, retention-gated)

Set the environment variable PYVOID_FAMILY_ALLUVIAL_ROLLUP_ENABLED=1 before launching Revit to enable the per-project inventory snapshot cache (default: off). When enabled, every Family Reviser collection writes a JSON snapshot to %APPDATA%\Pyvoid\cache\family_inventory\<sha256[:12]>.json so a portfolio rollup or AI agent can replay the inventory without re-opening every project.

The MCP tool get_family_alluvial_payload exposes the same payload shape the in-process aggregator produces:

get_family_alluvial_payload() — portfolio rollup across every cached project (Project → Category → Health by default).
get_family_alluvial_payload(project_path="C:/Acme HQ.rvt") — per-project Phase 1 alluvial (Category → Source → Health by default).
Optional columns=["project", "category", "instance_bucket"] override for ad-hoc analysis. Unknown / duplicate dimensions are dropped silently; falls back to the defaults if fewer than two valid dimensions remain.

Reads do not require the feature flag — an agent can replay snapshots produced under an earlier flag-on session. Snapshots omit element_id and health_issues to keep them small and PII-light.

Notes

The shipped Rename flow is currently centered on family-name operations.
Family Reviser is modeless, so you can keep it open while reviewing the project.
Use the Help button in the window to return to this guide route.