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Creating Autodesk Revit Templates

  • Writer: Gareth Spencer
    Gareth Spencer
  • Aug 27, 2015
  • 2 min read

Templates Templates Templates

I have been working with a lot of clients lately with their template creation for Autodesk Revit. So I thought it would be a good idea to explain a little why we need to create a template when using Autodesk Revit.

I get asked these following three questions all the time:

  1. What are templates?

  2. Why should we use them?

  3. When should we set them up?

You might ask why I have highlighted them in RED. Well I feel these are important to you when you're thinking about creating a template.

What are templates?

A Revit template is an file that contains all general settings, views, preloaded families, schedules, possibly sheets, and in some cases geometry. It's possible to set up many different types for projects such as residential, industrial, commercial, or even templates specifically to suited to specific clients.

Why should we use them?

They are a great way to ensure effectve content and reinforce your company standards by setting a company standardized template. Having a template will also reduce the overburdened work load on users, who by other means will be continually doing lots re-work task every time they start a new project.

When should we set them up?

Straight away as there is no time like the present. If you have just started using Autodesk Revit then it would be a good idea to get a template created as soon as you can. Those of you who have been using Revit for a while why haven't you set up yet?

A Good Template

Creating a good template from the start is important on improving efficiency, quality and consistency on your projects. Once the template is created it can always be amended or updated accordingly when and where necessary.

A few things you need to consider are as follows:

  • Create a new template for each version of Revit (i.e. 2014, 2015, 2016, etc).

  • Don't create a template to serve every purpose (ie. all types type of projects in one template). Create as many as you need, even by department or discipline.

  • Don't overload the template with families, only add a few and just add others when needed.

  • Test the template as you are going along to make sure it works ok before it goes live to all the users within the company, and don't forget you can always add to the template when needed.

  • NEVER take an old template, project or someone else's template and just delete what data you don't want and save-as. You don't know where it could of come from or what protential problems could be in that file.

If you need any more information or wish for some help on creating your Autodesk Revit or any other Autodesk products template(s). Please feel free to get in touch I am always happy to help.

For information on Autpdesk Revit Template Creation training please click on the following link:

Good Luck!

 
 
 

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A BLOG BY GARETH SPENCER

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