Template Project


Template Project is a Revit file with Assemblies created using the Smart Assemblies tool and certain Shop Drawing Configurations.

Template Project feature allows users to Create Assemblies with Sheet Templates from the Template Project.

It eliminates the need to create Sheet Template in every new project for every configuration.

How to set up Template Project?

In the Template Project:

  1. Create Shop Drawing Configuration.

  2. Create Smart Assembly.

  3. Drag views to the Assembly Sheet.

  4. Go to Shop Drawings Configuration.

  5. Select the created Sheet as a Sheet Template for the used configuration.

  6. Save the configuration and exit.

You can create as many Smart Assemblies with different configurations as you need.

How to use Template Project in the New Project?

In the New/Current Project:

1 - Define the Template Project Location.

2 - Transfer Project Standards from Template Project .

3 - Load Annotation Symbols & Legends

Then you can create new Smart Assemblies using the Configurations that were used in the Template Project.

More in-depth explanation:

  1. Template Project Location

    Specify the Template Project file path.

    Template Project file can be stored on a network server to be accessed by multiple users.

  2. Transfer Project Standards from Template Project (Optional)

    This command opens Revit‘s 'Transfer Project Standards' dialog window.

    Copy from will automatically change to the Template Project.

    At least 6 options must be selected: Dimension Styles, Filters, Text Types, View Reference Types, View Templates, Viewport Types. You can select more options if needed.

  3. Transfer Annotations

    This function will load these elements from the Template Project to the Current Project: Tags, Callout Heads, Sections Heads, Section Types, Title blocks, Legends, Schedules.

How to use Sheet Template of Template Project in New/Current Project?

Assuming you already have:

  • Template Project with Smart Assemblies and Views placed on Assembly Sheets.

  • All settings transferred to the New/Current Project.

  • Template Project Location points to the Template Project.

  • Configuration Files Location points to the same configurations that were used in the Template Project.

  1. Select element in the New/Current Project.

  2. Use the Create Assembly command.

  3. Select a Configuration that was used to create assemblies in Template Project.

  4. Click Create.

Assembly will be created and Views placed on a Sheet just like in the Template Project

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