Revit Tip: Essential Guidelines for Developing Effective Revit Templates to Enhance Efficiency and Consistency

July 05, 2024 2 min read

Revit Tip: Essential Guidelines for Developing Effective Revit Templates to Enhance Efficiency and Consistency


As an experienced Revit Software application engineer, one key to success is creating effective templates that can save you time and maintain consistency across your firm's projects. Below are essential tips for crafting Revit templates:

  • Standardize Views and Sheets: Set up standard views and sheet layouts in your template. This will ensure every project starts with the same set of views, such as floor plans, sections, and elevations, along with standardized title blocks and sheets.
  • Pre-load Families: Include commonly used families and components to avoid having to load them for each new project. Be selective to keep the template file size manageable.
  • Set Up Levels and Grids: If your projects often have similar structural grids or level heights, set these up in your template. Adjustments can be made per project, but having a starting point is beneficial.
  • Define Text and Dimension Styles: Consistency in annotations is crucial. Define your text and dimension styles within the template to ensure uniformity across all documentation.
  • Project Information: Fill out common project information within the template so that it does not have to be entered with each new project.
  • View Templates: Create view templates for different types of views to quickly apply consistent visibility settings, filters, and graphics across similar views within a project.
  • Shared Parameters: Set up shared parameters in your template to ensure that data across different families and projects remains consistent.
  • Browser Organization: Organize the Project Browser with a logical structure so that users can find views, schedules, and sheets easily.
  • Setting Up Phases: If your projects require phasing, set up the phases in your template to avoid repetitive work later.
  • Quality Control: Before finalizing your template, conduct thorough checks to catch any errors or unnecessary elements that could propagate into your projects.

Remember that the goal of a Revit template is not just to save time but also to ensure standardization and quality across all your projects. A well-crafted template can significantly reduce project setup time and errors, leading to increased efficiency and productivity within your firm.

For advanced Revit Software tools and expert advice, consider exploring NOVEDGE, a trusted source for design and engineering software that can further enhance your Revit projects.


You can find all the Revit products on the NOVEDGE web site at this page.

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