How to Use Out-of-the-Box Revit Templates to Build a Successful Revit Model

There are three common methods for creating Revit templates: out-of-the-box Revit templates, Revit templates based on a completed project, and start-from-scratch templates.  In the May From AutoCAD to Revit webinar, Aaron Wagner took an in-depth look at out-of-the-box templates.

In general, out-of-the-box templates are the most useful for Revit users who are just getting started with the software. During the webinar, Aaron discussed some general rules, tips and tricks, and a basic step-by-step guide to setting up a Revit template. Here’s what you missed.

General Rules for Setting Up Revit Templates

Create a separate template for each client.
When working with different clients, you might come across different industry standards and preferences for how objects appear in the model (e.g., line weights, symbols, schedules). Aaron suggests designating a separate template for each of your clients to cater to these specific client standards.

Keep it simple.
Users who are just starting out will commonly want to “throw in everything under the sun” in their Revit templates by packing in everything from their library. This will overcomplicate your template and make it difficult to apply to every single project. A good template focuses on boiling your template down to the most common elements that every single project can start with and use.

Have a well-maintained library.
Make sure your library consists of standards that can be used across multiple projects. It should reinforce your templates and workflows without having to load the entire library contents into the template.

Tips and Tricks for Revit Templates

Placeholder Sheets­
This tool allows you to set up your standard numbering, naming, and sequencing for sheets.

Legend Views
This view should be used as a safety net for all of your standards objects, such as symbols, texts, dimension styles, and lines. In a situation where another designer might accidentally remove standards objects, you can rely on Legend Views as a safety net and one source of truth to retrieve deleted objects.

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Starting View Sheet
Having a complex 3D view at the top of your template can cause delays in opening and saving your documents. Utilizing a simple 2D starting view sheet at the top of your template can help speed up the time it takes to save and open your document.

Starting View Sheet
Starting View Sheet

Basic Step-by-step Guideline for Setting up an Out-of-the-box Revit Template

1. Choose your scenario – Start with the built-in template in Revit that most closely resembles your role (Architecture, Structural, Electrical, Mechanical, Plumbing, Construction, etc.)

Choosing a Revit Template
Choosing a built-in template

2. Create a list of standard items you want to enforce (tags, symbols, schedules, line types, etc.) – Go to the Additional Settings drop-down list in the Manage tab to make sure your target list is accurate to your company standards for the model.

3. Load in standard symbols

4. Refine text types and dimension types – Use the built-in text types and dimension types, and edit them according to your company’s standards. Using Windows’ preset fonts helps prevent issues of other users being unable to read your file.

5. Create legends of standards-based items – Aaron suggests creating legend views as a safety net to make it more difficult to accidentally purge out standards objects.

6. Purge unused – This is an automated method of deleting anything that is not being used in your template, such as any unused types.

8. Create placeholder sheets – This step helps with setting up standard numbering and sequencing. When people need to create new sheets, the user can pull from the placeholder sheet list in a standardized manner.

9. Create standard sheets (as needed)

10. Creating types for starting point model elements, then delete rest – After the “Purge unused” step, you can go back and create more types like generic wall types.

11. Start a project based on this template – It is important to test out this template that you made by starting a project and creating some walls, views, sheets to learn how your template should be refined from there.

12. Refine – Make your adjustments based on your standards and delete any model elements while testing it.

13. Save as an official template

Save As Revit Template
Saving as official template

This list is not all-inclusive by any means, but Aaron’s guide provides a good scope for any Revit template you’ll create. While this may be a time-consuming process to set up, it is a necessary step for simplifying your set up for future projects, reinforcing standards within the company, and maintaining brand consistency for your company.



Review all the other From AutoCAD to Revit topics in this series.

To watch the full webinar recording, check out our Recorded Webinars page.

Are you currently using Revit templates to simplify your design process? How else does Revit help you in your modeling process? Share your thoughts in the comments below!

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