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Setting Up Revit Templates

Autodesk® Revit® Architecture 2012, Autodesk® Revit® Strcuture 2012, Autodesk® Revit® MEP 2012

What are Templates?
Templates are defined as ‘a standardized non-executable file type used by computer software as a pre-formatted example on which to base other files, especially documents’. Templates contain a set of repeated elements and are created to standardise visibility setting across the final documents.

Overview
What are Templates? Why set up Templates? Revit Templates Creating Templates Setting the default project template file location Creating a project template file Adjust Settings Creating a Title Block Adding a Revision Schedule Load a Title Block into a Project Template Set new Template as Default Template

Why set up Templates?
Using a template to work from and to layout elements, allows for less time with background work and more time on individual projects. Templates also provide a level of consistency across all projects, this is essential from a marketing perspective.

Revit Templates
Revit Templates, as with most drafting templates, is a default document used for creating new documents. A good Revit Template is essential in improving efficiency, quality, clarity and consistency in your projects. As with Templates for other drafting programs they should be set up to match the office standards and should be understood by all involved. Templates are a set of standard elements and settings, it is up to the Revit user to know the company standards and implement these in their project. When Revit is installed it comes with a set of standard templates which can be leveraged. These templates can be built upon to create your own office standards or you can start from scratch. When a new document is created the settings from the template are copied to the new document. Revit Templates will continually evolve and with this the office drafting standards and Revit standards should continually be updated to reflect the Templates.

Building on an existing File which Revit comes loaded or Creating a New Template from scratch. select Project template (Note: Selecting Project will create a new Project from the Template selected). To save time. Click on Browse… and select the Default template file location. 2. Click OK to create template. 3. In the Create new dialog box. Application Menu Options Dialogue Box Creating a Project Template File There are two methods to creating a Template File. views and other settings already stored.Creating a Revit Template Setting the default project template file location To set the default project template file and file location. click the Application Menu and navigate to the Options dialogue box. 4. Click on the tab File Locations and notice where the current ‘Default template file:’ is located. In the New Project dialog box.com Page 2 • Setting Up Revit Templates . you can build on the existing file which has some basic information. 1. expand New and click on Project. under Template file. Navigate to the Application Menu. US/CANADA 800-356-9050 AUSTRALIA 1300-66-7263 MALAYSIA 603-8994-9951 sINGAPORE 65-6226-0880 imaginit. select either ‘None’ for a blank project file or the Template File location which you can build upon.

Template files have the extension . Select the Manage Tab on the Ribbon and observe the Settings Panel and the Tabs located above it. 5. This list of elements will grow over time and so should the Template file. Save the Project Template File to the network which can be accessed by all who will need to use it.) US/CANADA 800-356-9050 AUSTRALIA 1300-66-7263 Object Styles MALAYSIA 603-8994-9951 sINGAPORE 65-6226-0880 imaginit. 2.com Page 3 • Setting Up Revit Templates . (This can be changed at a later point) 6.rte Adjust Settings 1. patterns and materials for model objects. Object Styles (Specifies the line weights. Materials (Specifies the materials which will be applied to elements in the building model.) Materials b. ‘Which system of measurement do you want to use in your project?’ Select either Imperial or Metric. colours. Label it a name which references what the Template is to be used for. Create new materials or adjust existing materials to match current visibility settings used. These settings will need to be adjusted to suit your templates a. Having a set of basic walls. Now create Views. windows which are commonly used in the office will help with efficiency.) 7. annotation objects and imported objects. (The process of creating content and adding families will continually evolve. Adjust these to match the drafting standards set. Continue working in the same Template file as created before. adjust settings and add families as needed to the new Project template as desired. doors. If you chose to create a Template file from None. a dialog box will ask you.

Text Model Text US/CANADA 800-356-9050 AUSTRALIA 1300-66-7263 MALAYSIA 603-8994-9951 sINGAPORE 65-6226-0880 imaginit. Sections and Elevations Tags can also be modified within Revit and Saved in the Template File.) Snaps d. a. rename the new text type and modify the Type Parameters to suit. User Interface Keyboard Shortcuts Text. Duplicate the existing Type. Configure area and click Customize. In the View tab>Windows Panel. Dimensions and Arrowheads are all system families and all can be modified and saved as a type. Snaps (Specifies the snap increments and adjust object snap points. Modify these to suit. Callouts (Section/Plan Details). c. To create a text type start the Text command (Annotate>Text>Text) or Model text (Home>Model>Model Text). Adjust the specific format and options of all units in the project. Current keyboard shortcuts which are used in existing Computer Drafting programs can be used and linked to tools in Revit to leverage the current standards. Keyboard Shortcuts are a quick and efficient way of navigating around Revit. Once inside either in Properties click on Edit Type. decimal places. Modifying all these and saving as a template creates a standard which can be kept across all drawings.) Project Units 3.com Page 4 • Setting Up Revit Templates . expand Users Interface and click Keyboard Shortcuts (Alternatively click Options in the Application Menu and under the User Interface tab. specific units etc. rounding to. 4. Click Apply and OK. Project Units (UN) (Specifies the display format for units of measure.

Existing Callouts (Section/ Plan Details). Click Apply and OK. Duplicate the existing Type. In the Manage Tab>Settings Panel. b. rename the new Arrow Type and modify to suit. Elevations or Section markers can be duplicated and modified to suit the office standard. Dimension Types (Attributes) c. Additional Settings Arrowheads d. rename the new dimension style then modify. Duplicate the existing Type. rename the new marker and modify. Callouts Tags Elevation Tags Section Tags US/CANADA 800-356-9050 AUSTRALIA 1300-66-7263 MALAYSIA 603-8994-9951 sINGAPORE 65-6226-0880 imaginit. Click Apply and OK. Existing arrowheads can be duplicated in Revit and modified to create custom styles. Duplicate the existing Type. on the Ribbon Click Annotate>Dimensions and click on the drop down arrow on Dimensions. expand Additional Setting and click Arrowheads. Elevations or Section. To modify Dimensions to match the current standard.com Page 5 • Setting Up Revit Templates . expand Additional Settings and click Callouts. Under the drop down arrow click on each of the Dimensions Type. In the Manage Tab>Settings Panel. Click Apply and OK.

Line Patterns . Windows.rfa) and are typically stored in the library. Fill Patterns Line Styles Line Patterns Halftone/ Underlay Temporary Dimensions Detail Level 5. Other Setting which can be adjusted to match current office standards are: . Tags for items such as Doors.Line Styles .Halftone/ Underlay .Temporary Dimensions . Modify the tag to suit and then save. can be loaded into a project template. and expand Additional Settings.com Page 6 • Setting Up Revit Templates . Tags are created as a separate file (Family File . Load in the required tags to the categories you wish to tag. Having these stored in the template allows for quick access and synchronicity across all projects. click on the drop down arrow and click Loaded Tags. Structural Items etc. Open the tag you wish to use and ‘save as’. Once all tags are loaded in for a typical project click OK. In the Annotate tab>Tag panel. e.Fill Pattern . Loaded Tags US/CANADA 800-356-9050 AUSTRALIA 1300-66-7263 MALAYSIA 603-8994-9951 sINGAPORE 65-6226-0880 imaginit.Detail Level These Settings are located in the Manage Tab>Settings Panel.

com Page 7 • Setting Up Revit Templates .) Filled Region Image US/CANADA 800-356-9050 AUSTRALIA 1300-66-7263 MALAYSIA 603-8994-9951 sINGAPORE 65-6226-0880 imaginit. In the Home tab>Text panel click Label and in Properties adjust the text type to match the Office Standards. 1. project information and sheet specific data. and click Open. (Note: If linking in an image beware of breaking the link by moving the file or folder where image is located. 5. In the Application Menu expand New and Click Title Block. Line 4. 3. When setting up a title block knowing which information is required to be modified in project and on each sheet is necessary.Creating a Title Block Title blocks are used to store information about the company and consultants involved in the project. To add a graphic to the Title Block you could either draw one in with lines and add a Fill Region(Located Home Tab >Detail Panel) or Insert a graphic via Insert>Image. In the Home tab> Detail panel click Line and create lines on the inside of the rectangle to start setting up your Title Block. Title Block 2. Some of these parameters never change. some are project specific and some are sheet specific. 6. In the Home tab>Text panel click Text and in Properties adjust the text type to match the Office Standards. In the New Title Block – Select Template File select an existing size Title Block or select a new size metric to create a custom size. Use the Text command to create text which will not be modified. Use the Label command to create text which can change for each family type or instance.

2. Save the Title Block to the network which can be accessed by all who will need to use it. Formatting and Appearance as desired (Adjust Height: from Variable to User defined to create extra rows in Revision Schedule). 5.com Page 8 • Setting Up Revit Templates . In Autodesk Revit. you wish to add or remove to Revision Schedule. Modify the Sorting/Grouping. Template files have the extension . US/CANADA 800-356-9050 AUSTRALIA 1300-66-7263 MALAYSIA 603-8994-9951 sINGAPORE 65-6226-0880 imaginit. In the Project Browser. Revision Schedule 3. In the View tab>Create panel click Revision Schedule. Navigate to ‘Sheets(all)’ and click on the dash(the new Sheet doesn’t have a name. In the Revision Properties dialog box. Click OK and the new Revision Schedule is displayed.rfa Adding a Revision Schedule A table for Revisions is typically included on a title block to keep track of revisions during the project. select the Fields in ‘Available fields:’ and ‘Scheduled fields (in order):’. 6. Revision Properties Dialog Box 4. 7. Revision Schedules can be created which can be linked to a Revision Table in the project. 1. Open the previous Title Block if it has been closed. Label it a name which references what the Title Block is to be used for.

The Title Block has been added to the Project.com Page 9 • Setting Up Revit Templates . Open the Project Template created previously. right click on Sheets (all) and select New Sheet… and select the new Title Block created.0). 8. This creates a starting point all employees can access and leverage the office standards. In the Insert tab>Load from Library panel select Load Family. Drag the Revision Schedule in the Project Browser onto the new sheet and resize it to suit. In the Project Browser. Set new Template as Default Template To set the new default project template file.autodesk. Browse to the previously created Title Block and select. Save and close the Title Block. Click on Browse… and select the new template file location.org/wiki/Main_Page Autodesk® Revit® 2012 – BIM Management for Architecture.com/enu http://en. Load a Title Block into a Project Template The final step to setting a Project Template is adding a Title Block and making it the Default template file.wikipedia. and MEP – Student Guide (rev. 7. Structure. Click on the tab File Locations and notice where the current Default template file is located. Load Family 3. References http://wikihelp.1. 2. click the Application Menu and navigate to the Options dialogue box. 1. Ascent Center for Technical Knowledge® US/CANADA 800-356-9050 AUSTRALIA 1300-66-7263 MALAYSIA 603-8994-9951 sINGAPORE 65-6226-0880 imaginit.