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Revit Template Creation Guide

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Sarath Meluveetil
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99 views3 pages

Revit Template Creation Guide

Uploaded by

Sarath Meluveetil
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Step-by-Step Guide: Revit Template Creation

Creating a Revit template ensures consistent standards and workflows across projects.

Step-by-Step Guide:

1. Planning

- Understand requirements for disciplines (Architecture, MEP, Structure).

- Standardize naming conventions for views, families, worksets, etc.

- Define line weights, text styles, and annotations.

2. Start with a Blank Template

- Open Revit and select File > New > Project.

- Save as a Revit Template File (.rte): File > Save As > Template.

3. Define Project Units

- Go to Manage > Project Units.

- Set units for length, area, volume, etc.

4. Create Standard Views

- Default views: Plan, elevation, 3D views.

- Configure view templates: View > View Templates > Manage View Templates.

5. Set Up Grids, Levels, and Reference Planes

- Define standard grids and levels for consistency.

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Step-by-Step Guide: Revit Template Creation

6. Configure Title Blocks and Sheets

- Load custom title blocks: Insert > Load Family.

- Create placeholder sheets: View > Sheet Composition > New Sheet.

7. Load and Organize Families

- Load common families: Insert > Load Family.

- Purge unused families to reduce file size: Manage > Purge Unused.

8. Define Annotation Standards

- Configure text, dimensions, tags, and line styles: Manage > Additional Settings.

9. Create Worksets (Optional)

- Enable and create worksets for collaboration: Collaborate > Worksets > Enable Worksharing.

10. Set Up Filters and Phases

- Configure filters: View > Visibility/Graphics > Filters.

- Define phases and assign them: Manage > Phases.

11. Configure Project Browser Organization

- Set up custom categories: View > User Interface > Browser Organization.

12. Save and Test the Template

- Save the file as a template: File > Save As > Template.

- Create a test project to ensure settings work as expected.

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Step-by-Step Guide: Revit Template Creation

13. Documentation and Distribution

- Document the purpose and usage of the template.

- Store it in a central location for team access.

By following these steps, you can create a Revit template that ensures consistency, saves time, and

enhances collaboration.

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