[Transcript] Saving Time in Your Project Workflow with Revit Templates

The following is a transcript of the video, Saving Time in Your Project Workflow with Revit Templates. We encourage you to watch the video, which includes closed captions. However, feel free to read the transcript below to find key words or topics you may be interested in.

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Video Transcript

Good afternoon, everyone. My name is Daniel McCarthy, and today I’m gonna show you a quick preview on how to create a template file in Revit on our AutoCAD to Revit webinar.

So in Revit, the very first thing with any project I want to start is I want to be able to identify what kind of project I’m going to be using for my template file. Now, that could be a residential project, a commercial project, a healthcare project, a government project, or some sort of large skyscraper. Or I might be a structural engineer who might need some drawings created in Revit so they can generate a model off of those drawings to show the structure of the building. Or an MEP engineer that might have some sort of drawings that they want to create their systems and piping for in Revit.

Now, whenever I create a new template file it’s very similar to creating a new project. If I go over to “New” up at the top here under “Projects” when I first open Revit, you’re going to see that I get a couple of options here. I can either create a new project or a new project template. What I want to do is create a project template. But before I do that, Revit gives you some out of the box template files that you can select and use for your projects. And what’s great with the template file is that you can use these template files on projects to projects. You don’t have to create a new project and then create the same standards and data. You can select that one template file and then use it on multiple projects where it might have all of your wall types, your line types, your line weights, your Revit families, your view templates. All the other views that you’d be using, your annotation, your tags, anything that you’d be using in your project. So that’s some of the benefits of creating a Revit template file.

Now what I’m going to do here is I’m just gonna go ahead and select an architectural template and click “Okay”. Now similar to a Revit project, a template file is designated as a, if I go over to the “Save As” tab, I’m gonna go over and see that, you’re gonna notice that project and family are grayed out. If I go over to where it says template, you’re gonna notice that if I go in there to save as, the designation is rte, so that’s the main difference between a project file in Revit and a template file, is that a template file is always in rte versus rvt for a Revit project file. So in this case, Revit in client template one. I’m just gonna go ahead and call this, “Architecture Template File” and by doing this, again, it’s similar to a project where I can give it a number of backups depending on what I want to do with the template file. But in this case I’m just gonna give it a backup of one, and for the preview view I’m just gonna leave it as the active view. So right off the bat, the very first thing was I just created a sample template file for an architecture project, and the basics that it gives me is that it gives me a couple of views. Level one, two, a site plan view, it gives me ceiling plan views for both levels, as well as four elevation views.

So these are just some of the basics that when you first start using a template file, that you’ll have. And what I’m hoping is that throughout this webinar, you’ll learn the basics of creating a template file that you’ll be using for the rest of your future projects. And with that, I hope you enjoyed watching this little quick preview demo. Thank you.

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