By Garry Stockton
Revit Template Checklist
Whilst delivering training, I’m often asked about creating a Revit Template.
The following is a checklist of possible items that you may want to include in your templates. This list does not include all possible items, but it does represent many of the items you can place in your template file. Use the tick list below to ensure you understand what will be required once the need to develop your Template is required.
A Cadline Revit Template Creation course will help you through this process, ensuring all standards are prepared for a workflow and professional. (https://training.cadline.co.uk/ )
Define project template settings to maintain consistency throughout projects.
Project information. This includes information such as the name of the project, the project number, the client name and so on.
Project settings. For example, you can predefine line styles for components and lines, fill patterns for materials, project units, snapping increments for model views and so on.
View templates. Use view templates to ensure adherence to office standards and achieve consistency across construction document sets.
Families. These include system families and loaded families. You can modify or duplicate system families (for example, walls) as necessary for a project. You can also load families, for example, commonly used families, custom families, and title blocks. See Load Families.
Project Views. Predefine plan views, levels, schedules, legends, sheets and so on.
Visibility/graphics settings. Visibility and graphic settings are specified for the project in the Object Styles dialog. If necessary, you can override settings on a view-by-view basis.
Print settings. Predefine printers and print settings.
Project and shared parameters. Predefine project parameters and identify a shared parameter file.
Note: You cannot include worksets in project templates.