Forums >> General Discussion >> Revit Project Management >> Requesting Tips on Making Project Template

Bhavani

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Joined: Mon, Jan 18, 2010
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We are slowly shiftin to revit platform and to be very frank dont have a well defined office standard.So,We are quite clueless what to be set in the project template. Right now we have only the title block in the template - which i think is the bare minimum. i jus want suggestions on the things that could be put in the project template ( the ones which are most common across any design office like schedule of opening/area statements etc. ) I know each office develops its own standards , but would be glad to see some printscreens of how other offices have built their basic templates. That will give me an idea on how to go about organizing stuff cos i realised there are many ways to organize the info & am not able to figure out the best.

example Joinery Schedule could be sorted floor wise displaying the count & types in each floor or it could be sorted material/type wise saying the counts in each floor. Basically i dont know which would be the prefered way to organize. It would be of immense help if u guys could print screens the format in which u guys organize .It ll give me ( and many other budding revit enthusiast) the lead to proceed. Thanks!

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WWHub

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Joined: Tue, May 16, 2006
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Not everything needs to be in your template and you can have more than one template. 

One thing to consider is construction type.  Don't have a template with every wall type, instead either have multiple templates - wood - masonry - metal stud or consider a more generic template and have all your wall types is a seperate project that you can just open and select your walls as you need them.

I would also only have a few common doors and very few windows.  Include a good aluminum storefornt door (panel) double and single for curtain wall / storefronts.

Obviously, you want common drafting elements.  2D items that are common to most of your project.  Preset filled regions set to a common naming convention is important so you don't see conc CONC and concrete in the same project.  Also set the most common dimension and text styles. 

You will want to set up common sheets and schedules already placed for windows / doors / room finishes and code and title sheets.  You may want to even include some more common drafting details for door head/jamb/sill - again maybe dependent on construction class.

One of the most important items in your template is to tweak your Object style settings.

Our templates are still not where we want them and we started with 6.3.

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Bhavani

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Joined: Mon, Jan 18, 2010
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Thanks a tonne! ...gives me some clarity on where to stop instead of puttin everything under the sky in the template  . 

"...schedules already placed for windows / doors / room finishes and code and title sheets" - i will be very happy if i could see some print screen of how these things are organized at ur firm . This is where am having some trouble organizing stuff as i explained in the example - my first post in this thread.  I have attached the print screen of how we organize in our office. But am not too happy with the way its done. Can i get some second opinion on that?

Attached Images

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Template to Project

9

save new template from project

3

Changing a template to a Project

1

Trying to make a template out of a project that had worksharing enabled

5

Changing template to project

3