Revit Tip: Standardize Revit Title Blocks and Sheet Creation Workflow

Create sheets faster, with fewer errors, by standardizing your title block templates and the workflow around them. Here’s a practical approach you can implement today.

• Start with a robust Title Block Family
  • Use the Title Block family template and build multiple sizes (A, A3, A2, A1, A0/Arch/ANSI/ISO). Name them consistently (e.g., TB_A1_Landscape_Company).
  • Replace static text with Labels tied to parameters:
    • Project Information (Project Name, Number, Address, Client).
    • Sheet-specific (Sheet Number, Sheet Name, Drawn By, Checked By).
    • Shared parameters for firm standards (Discipline, Package, Phase, Issue Purpose).
  • Add Yes/No visibility parameters to toggle “Preliminary,” “IFC,” “Record,” and region-specific stamps.
  • Nest your logo as an image or a simple vector family; lock size and position for consistency.
  • Place a Revision Schedule in the title block; use “Revisions on Sheet” to control what appears.
• Build a Sheet Creation Workflow
  • Create placeholder sheets early to reserve numbering and coordinate with the Sheet List schedule.
  • Use Guide Grids to align viewports and keep annotations consistent across sheets.
  • Standardize viewport types (with or without view titles, scale display). Avoid per-sheet overrides.
  • Leverage a Sheet List schedule with filters (e.g., by discipline or package) to drive deliverables.
• Parameter Strategy That Scales
  • Centralize company-wide fields as Shared Parameters so they’re taggable and consistent across projects.
  • Keep Sheet Number simple text to maintain flexibility (e.g., A-101, P1-201). Use companion parameters like “Discipline” and “Series” for sorting and Sheet List grouping.
  • Lock date and issue data via a controlled parameter set (e.g., Issue Name, Issue Date, Issue Purpose) mapped to title block labels.
• Quality and Governance
  • Maintain a master Revit template containing:
    • Approved title block families (all sizes), viewport types, Guide Grids, and Sheet List schedules.
    • Prebuilt filters for Sheet Lists to output sets (Permit, Tender, IFC).
  • Prohibit ad‑hoc edits to title block text—enforce parameter-driven labels only.
  • Audit your template quarterly; align with your BIM Execution Plan.
• Automation and Batch Operations
  • Use Dynamo to:
    • Create sheets from a view list and assign the correct title block type automatically.
    • Populate Drawn By/Checked By from team assignments.
    • Batch rename/renumber based on discipline and package parameters.
  • Adopt add-ins and training from partners like NOVEDGE to streamline repetitive sheet tasks.
• Printing and Deliverables
  • Create saved Print Settings for paper sizes and PDF drivers; pair them with Sheet List filters for one-click exports.
  • Verify line weights, fonts, and plot margins in the title block family to eliminate clipping.

Pro tip: keep a “QA Sheet” in your template that displays every title block label instance and a sample revision to validate formatting before the first issue. For guidance on building a rock-solid Revit template and selecting the right tools, explore NOVEDGE’s Revit solutions and their expert resources on the NOVEDGE Blog.