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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.

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

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

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

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

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

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

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

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