TASK 02-GROUP-07

REVIT TEMPLATE
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• CONTENTS
1- Values of Revit Template
2- Template Check lists
2-1 General Settings

2-2 Graphics

2-3 Families

2-4 Annotation Families

2-5 Template TIP

3- Full Template Check List

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1- Value of Revit Template

Business Efficiency
A well-developed template can improve the overall efficiency of the organization by standardizing processes,
reducing errors, and promoting collaboration. This can result in cost savings and improved competitiveness.

Time Saving
by providing pre-configured settings, standardized families, and predefined views.

Quality Control
A template can include predefined checks and validation procedures to enforce best practices and ensure
the quality of the project.

Adaptability
This adaptability can enhance the template's value by accommodating different project types or company
-specific standards.

Consistency and Standardization

A template ensures consistency in project deliverables by enforcing standardized workflows, naming
conventions, and presentation styles. This can improve collaboration among team members and
make it easier to share and reuse project data.

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2- Template Check Lists

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2- Template Check Lists - 2-1 General Settings

2-1-1 File Location Easy to Open project with our customized template

2-Browse the Template

1-Open File Options

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2- Template Check Lists - 2-1 General Settings

2-1-2 Units 2-1-3 Project Information

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2- Template Check Lists - 2-1 General Settings

2-1-4 Title block

KEY PLAN

REVISION

FIRMS &
DRAWING
INFO.

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2- Template Check Lists - 2-1 General Settings

2-1-5 Revision

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2- Template Check Lists - 2-1 General Settings

2-1-6 DWG Export Setup

2-Browse the Template

1-Open File Options

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2- Template Check Lists - 2-1 General Settings

2-1-7 Print Setup

1-Open Print Setup

2-Create customized settings

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2- Template Check Lists - 2-1 General Settings

2-1-8 Snaps 2-1-9 Shortcuts

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2- Template Check Lists - 2-1 General Settings

2-1-10 Starting View

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2- Template Check Lists - 2-1 General Settings

2-1-11 Cover Sheet

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2- Template Check Lists - 2-1 General Settings

2-1-12 Browser Organization
FOR VIEWS FOR SHEETS

First, sheets are

sorting by Views
types

3 Main Phases

Then the Sheets

are sorting by the
building code

Buildings in the zone

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2- Template Check Lists - 2-1 General Settings

2-1-13 Naming Concept

FOR VIEWS FOR SHEETS

PP – BD – DE – VT - VIEW NAME XX – Z0 – BX – YY – DE- SHEET NO. -VIEW NAME

Project Phase Discipline Ground Floor Project Building Discipline Ground Floor
Documentation First Floor CODE Code or First Floor
Working . NO. .
Coordination . .
. .

Building Code View Type Project zone Firm Code 100-199 Floor plans
FP-Floor Plan / part 200-299 ceiling plans
RCP-Ceiling Plan .
EE-Elevation .

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Architectural
Template
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2- Template Check Lists

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2- Template Check Lists - 2-1 General Settings

2-1-1 Starting View

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2- Template Check Lists - 2-1 General Settings

2-1-2 Cover Sheet

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2- Template Check Lists - 2-1 General Settings

2-1-3 Shared Parameters 2-1-4 Project Parameters

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2- Template Check Lists - 2-1 General Settings

2-1-5 Browser Organization
FOR VIEWS FOR SHEETS

First, sheets are

sorting by Views
types

3 Main Phases

Then the Sheets

are sorting by the
building code

Buildings in the zone

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2- Template Check Lists - 2-1 General Settings

2-1-5 Browser Organization

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2- Template Check Lists - 2-1 General Settings

2-1-6 Naming Convention
FOR VIEWS

Building Name View Catrgory, Ex FP

Phase Disepline View Name, Ex: GRF

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2- Template Check Lists - 2-1 General Settings

2-1-6 Naming Convention Easy and guarantee
fewer misunderstan
FOR SHEETS dings and errors wh
en exchanging data.

Zone ABB. Building Name Sheet No.

Project ABB. Company Name Disepline View Name, Ex: GRF

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2- Template Check Lists - 2-2 Graphics

2-2-1 Line Style 2-2-2 Line Patterns

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2- Template Check Lists - 2-2 Graphics

2-2-3 Material Browser 2-2-4 Fill Patterns

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2- Template Check Lists - 2-2 Graphics

2-2-5 Object Style 2-2-6 Line Weights

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2- Template Check Lists - 2-2 Graphics

2-2-7 View Template

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2- Template Check Lists - 2-3 Families

2-3-1 System Families

FOR WALLS FOR FLOORS FOR CEILING

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2- Template Check Lists - 2-3 Families

2-3-2 Loadable Families

FOR DOORS FOR WINDOWS

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2- Template Check Lists - 2-4 Annotation Families

2-4-1 Annotation Symbols Families

Level F.F.L /T.O.C

Level Name FOR LEVELS

Section NO.

Sheet NO.
FOR SECTIONS

Room Name

ROOM TAGS

Level ABB. Room NO.

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2- Template Check Lists - 2-4 Annotation Families

2-4-2 Annotation Symbols Families 2-4-2 Annotation Symbols Families

VIEW TITLE 0 GRID HEAD

MATERIAL TAG CALLOUT HEAD

SPOT ELEVATION ELEVATION MARK

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2- Template Check Lists - 2-5 Abbreviation

2-5-1 Shortcuts

• KT - KAITECH • WIN - WINDOW

• G7 - GROUP 07 • BCK - BRICK
• DR - DOOR • DR - DOOR
• CEG - CEILING • CRT - CONCRETE
• FLR - FLOOR • FLR - FLOOR
• WLL - WALL • SKT - SKIRTING
• INT - INTERIOR • FN - FINISH
• EXT - EXTERIOR • AR - ARCHITECTURE
• DOC - DOCUMENT • GL - GENERAL
• SC - SCHOOL ( PROJECT ABB.) • Z1 - ZONE

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Structural
Template
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2- Template Check Lists

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2- Template Check Lists - 2-1 General Settings

2-1-1 Starting View

STRUCTURAL

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2- Template Check Lists - 2-1 General Settings

2-1-2 Cover Sheet

STRUCTURAL

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2- Template Check Lists - 2-1 General Settings

2-1-3 Shared Parameter
1. Open Shared parameters from 2.Create your shared parameter text (.txt)
Manage tab to be shared with other disciplines

3.Create new group for each discipline to contain

their own parameters

4.Create new Parameter for each view

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2- Template Check Lists - 2-1 General Settings

2-1-4 Project Parameter
1. Open project parameters from Manage tab

2. Add new project parameter 3. Select shared parameter

4. Select Parameter category

5. Check group parameter display

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2- Template Check Lists - 2-1 General Settings

2-1-5.1 Browser Organization 3. Adjust browser organization
FOR VIEWS properties

1. Select Browser organization

from right click on views

2. Add new browser

organization

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2- Template Check Lists - 2-1 General Settings

2-1-5.1 Browser Organization
FOR VIEWS
1. Divide views to Coordination, 3. Sort views by building type 3. Sort views by view number
Working and Documentation

2. Sort views by view type

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2- Template Check Lists - 2-1 General Settings

2-1-6.1 Naming Convention
FOR VIEWS Naming Convention For Views

XX – SC – ZN – YY – ZZZ- View NO. -VIEW NAME

Building 000-099 General

Project
Code or 100-199 Foundation
CODE
NO. 200-299 Columns & Axes
ex: School
OA Overall 300-399 Slab & Framing
A Block A 400-499 RFT Plan
B Block B 500-599 Building Section
. 600-699 RFT Section
. 700-799 Building Elev.
800-899 3D View

Foundation
View Project zone Discipline Columns & Axes
Package / part ex : STR Structure Basement Slab
CO Coordination ex: Zone1 AR Architecture Ground Slab
WR Working ME Mechanical .
DC Documentation EL Electrical .
.

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2- Template Check Lists - 2-1 General Settings

2-1-5.2 Browser Organization
FOR SHEETS
2. Sort sheets by numbering of the
1. Sort sheets by sheet number 2. Sort sheets by Building type included views

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2- Template Check Lists - 2-1 General Settings

2-1-5.2 Browser Organization
FOR SHEETS 3. Adjust browser organization
properties
1. Select Browser organization
from right click on Sheets

2. Add new browser

organization

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2- Template Check Lists - 2-1 General Settings

2-1-6.2 Naming Conventions
FOR SHEETS
Naming Convention For Sheets

SC – ZN – YY – XX – ZZZ- SHEET NO. -SHEET NAME

000-099 General
Project zone Organization
Name 100-199 Foundation
/ part
200-299 Columns & Axes
ex: Zone1
300-399 Slab (RC) Plans
400-499 Slab (RFT) Plans
500-599 Sections & Details
600-699 Schedules/Quantities

Foundation
Project Building Discipline Columns & Axes
CODE Code or ex : STR Structure Basement Slab
ex: School NO. AR Architecture Ground Slab
OA Overall ME Mechanical .
A Block A EL Electrical .
B Block B .
.
.

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2- Template Check Lists - 2-1 General Settings

2-1-6.3 Naming Conventions
FOR SCHEDULES / QUANTITIES
Naming Convention For Schedules / Quantities

XX – G07 – ZZZ – YY –SCHEDULES NAME

Group 07 Building
Code or
NO.
OA Overall
A Block A
B Block B

Organization Discipline Floor Schedule

Name ex : STR Structure Structural Column Schedule
AR Architecture Structural Foundation Schedule
ME Mechanical Structural Framing Schedule
EL Electrical. .
.
.

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2- Template Check Lists - 2-1 General Settings

2-1-6.4 Naming Conventions
FOR LEGENDS
Naming Convention For Legends

XX – G07 – ZZZ – YY –LEGENDS NAME –SCALE

Group 07 Building 1/100

Code or 1/50
NO. 1/25
OA Overall 1/10
A Block A .
B Block B .
Organization Discipline Beams Schedule
Name ex : STR Structure Columns Schedule
AR Architecture Footings Schedule
ME Mechanical Retaining Walls Schedule
EL Electrical. .
.

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 2- Template Check Lists - 2-2 Graphics
2-2-1 Line Styles

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 2- Template Check Lists - 2-2 Graphics
2-2-2 Line Patterns

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 2- Template Check Lists - 2-2 Graphics
2-2-3 Materials Definition

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 2- Template Check Lists - 2-2 Graphics
2-2-4 Fill Patterns

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 2- Template Check Lists - 2-2 Graphics
2-2-5 Object Styles

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 2- Template Check Lists - 2-2 Graphics
2-2-6 Line Weights

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2- Template Check Lists - 2-2 Graphics

2-2-7.1 View Templates
2
1 VIEW TEMPLATE

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2- Template Check Lists - 2-2 Graphics

2-2-7.1 View Templates
VIEW TEMPLATE

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2- Template Check Lists - 2-2 Graphics

2-2-7.1 View Templates
VIEW TEMPLATE

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2- Template Check Lists - 2-2 Graphics

2-2-7.2 View Templates Filters
Filters

4
3

2
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2- Template Check Lists - 2-2 Graphics

2-2-7.2 View Templates
VIEW TEMPLATE

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2- Template Check Lists - 2-2 Graphics

2-2-7.2 View Templates

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2- Template Check Lists - 2-3 Families

2-3 System & Loadable Families
FOR FAMILIES Naming Convention For Families

XX – G07 – ZZZ–FAMILY NAME –FAMILY DESCRIBTION

Group 07

Organization Discipline
Name ex : STR Structure
AR Architecture
ME Mechanical
EL Electrical.

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2- Template Check Lists - 2-3 Families

2-3 System & Loadable Families
FOR FAMILIES

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Electrical
Template
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2- Template Check Lists

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2- Template Check Lists - 2-1 General Settings

2-1-1 Starting View

ELECTRICAL

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2- Template Check Lists - 2-1 General Settings

2-1-2 Cover Sheet

ELECTRICAL

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2- Template Check Lists - 2-1 General Settings

2-1-3 Browser Organization
FOR VIEWS FOR SHEETS

First, sheets are

sorting by Views
types

Then the Sheets

are sorting by the
building code

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2- Template Check Lists - 2-1 General Settings

2-1-4 Naming Concept

FOR VIEWS FOR SHEETS

PP – BD – DE – VT - VIEW NAME XX – Z0 – BX – YY – DE- SHEET NO. -VIEW NAME

Project Phase Discipline Ground Floor Project Building Discipline Ground Floor
Documentation First Floor CODE Code or First Floor
Working . NO. .
Coordination . .
. .

Building Code View Type Project zone Firm Code 100-199 Floor plans
FP-Floor Plan / part 200-299 ceiling plans
RCP-Ceiling Plan .
EE-Elevation .

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2- Template Check Lists - 2-2 Graphics

2-2-1 Line Style
Line style

Line style for

Electrical

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2- Template Check Lists - 2-2 Graphics

2-2-2,3 Line & Fill Pattern

2-2-2 Line Pattern 2-2-3 Fill Pattern

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2- Template Check Lists - 2-2 Graphics

2-2-4 Object Styles
Object Styles

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2- Template Check Lists - 2-2 Graphics

2-2-5 View Templates
View Templates

Electrical Template
Views

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2- Template Check Lists - 2-3 Families

2-3 Different Families

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2- Template Check Lists - 2-4 Annotation Families

2-3 Different Families 2-4 Annotation Families

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Mechanical
Template
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2- Template Check Lists

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2- Template Check Lists - 2-1 General Settings

2-1-1 Starting View

MECHANICAL

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2- Template Check Lists - 2-1 General Settings

2-1-2 Cover Sheet

MECHANICAL

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2- Template Check Lists - 2-1 General Settings

2-1-3 Browser Organization
FOR VIEWS FOR SHEETS

First, sheets are

sorting by Views
types

3 Main Phases

Then the Sheets

are sorting by the
building code

Buildings in the zone

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2- Template Check Lists - 2-1 General Settings

2-1-4 Naming Concept

FOR VIEWS FOR SHEETS

PP – BD – DE – VT - VIEW NAME XX – Z0 – BX – YY – DE- SHEET NO. -VIEW NAME

Project Phase Discipline Ground Floor Project Building Discipline Ground Floor
Documentation First Floor CODE Code or First Floor
Working . NO. .
Coordination . .
. .

Building Code View Type Project zone Firm Code 100-199 Floor plans
FP-Floor Plan / part 200-299 ceiling plans
RCP-Ceiling Plan .
EE-Elevation .

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2- Template Check Lists - 2-2 Graphics

2-2-1 Line Style
Line style

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2- Template Check Lists - 2-2 Graphics

2-2-2,3 Line & Fill Pattern
2-3-3 Fill Pattern
2-3-2 Line Pattern

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2- Template Check Lists - 2-2 Graphics

2-2-4 Object Styles
Object Styles

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2- Template Check Lists - 2-2 Graphics

2-2-5 View Templates
View Templates

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2- Template Check Lists - 2-3 Families

2-3 Different Families

Duct Families Mechanical Equipment Families

Pipes Families

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2- Template Check Lists - 2-4 Annotation Families

2-4 Different Families

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THANK
YOU