Revit

Can You Export View Templates in Revit?

Exporting View Templates in Revit: A Comprehensive Guide

When working with Revit, view templates are essential for maintaining consistency across your projects. If you’ve set up a view template in one project and want to utilize it in another, the process of exporting view templates can be efficiently achieved with Revit’s built-in tools. Here’s a detailed step-by-step guide on how to export view templates from one project to another.

Step-by-Step Process to Export View Templates

Step 1: Opening Projects
Begin by ensuring that both the source project (the project containing the desired view templates) and the target project (the project into which the templates will be imported) are open in Revit.

Step 2: Navigate to Transfer Project Standards
Go to the Manage tab located in the ribbon at the top of the Revit window. Look for the Settings panel and click on Transfer Project Standards.

Step 3: Selecting the Source Project
Upon clicking that option, a dialog box titled Select Items to Copy will appear. Here, select the source project from which you want to copy the view templates.

Step 4: Choose Templates to Transfer
In the dialog, you will see a list of various standards that can be transferred. Carefully locate and select the view templates you wish to export. Ensure that you only choose the required templates to avoid unnecessary clutter in your target project.

Step 5: Complete the Transfer
Once you have selected your desired view templates, click OK. The selected view templates will be imported into your target project, allowing you to utilize them immediately.

Alternative Methods for Transferring View Templates

For users looking for a more streamlined approach, the utilization of third-party add-ins can enhance the experience. One such add-in is Transfer Template, which allows for a more user-friendly interface when transferring templates. Simply run the add-in, select the linked project, and choose the view templates to transfer. This method can be particularly useful when managing multiple projects or when working within larger teams.

Saving View Templates for Future Use

It’s important to note that Revit also enables users to save view templates for future projects. To do this, follow these simple steps:

  1. Navigate to the desired view whose settings you want to save.
  2. In the Properties palette, click on the View Template dropdown and choose Create New Template.
  3. Name the template and configure any additional settings.
  4. Save the template, ensuring that it will be available for future projects.

Frequently Asked Questions (FAQ)

1. Can I transfer view templates between different Revit versions?
Yes, you can transfer view templates between different Revit versions, though you may encounter compatibility issues. It’s advisable to ensure that the target project is updated to the version of the source project.

2. How can I delete a view template in Revit?
To delete a view template, navigate to the View tab, open the View Templates dialog, select the template you wish to remove, and click on the Remove button.

3. Is it possible to modify view templates after they have been transferred?
Absolutely. After transferring view templates, you can modify them as needed within the target project. Adjust the settings in the properties palette to fit the current project’s requirements.

About the author

Wei Zhang

Wei Zhang

Wei Zhang is a renowned figure in the CAD (Computer-Aided Design) industry in Canada, with over 30 years of experience spanning his native China and Canada. As the founder of a CAD training center, Wei has been instrumental in shaping the skills of hundreds of technicians and engineers in technical drawing and CAD software applications. He is a certified developer with Autodesk, demonstrating his deep expertise and commitment to staying at the forefront of CAD technology. Wei’s passion for education and technology has not only made him a respected educator but also a key player in advancing CAD methodologies in various engineering sectors. His contributions have significantly impacted the way CAD is taught and applied in the professional world, bridging the gap between traditional drafting techniques and modern digital solutions.