Revit

How to Convert Template to Project in Revit?

Understanding Revit Templates and Projects

When working with Revit, it’s essential to understand the difference between templates and projects. A project template (RTE file) acts as the foundation for starting new projects, allowing users to set up predefined standards and elements, while a project file (RVT) contains the active building model. Converting a template to a project involves several steps to ensure the proper structure and settings are maintained.

Steps to Convert a Template to a Project in Revit

  1. Open Revit and Start a New Project
    Launch Revit and navigate to the main interface. Select the option to create a new project. This can typically be found under the ‘File’ menu. Choose "New" and then "Project" from the options presented.

  2. Select Your Template
    When prompted to select a template file, click on "Browse." This will open a dialog box that allows you to navigate through your file system. Locate and select the desired RTE file that you want to convert into a project. This step will ensure that the new project incorporates the standards included in the template.

  3. Create the New Project
    After selecting the template, proceed by confirming the project’s creation. Ensure that you specify it as a "Project" type during this step. Once you press "OK," Revit will generate a new project based on the chosen template.

  4. Save the Project
    Upon the project opening, it’s important to save it in the correct format. Go to the "File" tab, select "Save As," and ensure that you save the project as an RVT file. This step is crucial as it converts the template-derived model into a fully operational project file.

  5. Modify Project Settings as Necessary
    After saving your project, review the settings and any additional elements you might need. This includes project parameters, views, and customizations that you want to apply based on your design requirements.

  6. Using Project Standards
    Once the project is set up, consider transferring any additional project standards from other files if necessary. This can be done through the "Manage" tab by selecting "Transfer Project Standards," where you can choose specific elements to import from other projects.

Frequently Asked Questions

What files do I need to convert a template to a project in Revit?
To convert a template to a project, you primarily need an RTE file for the template and will be saving the resulting project as an RVT file.

Can I edit my project template after converting it to a project?
Yes, after converting the template to a project, you can edit any aspects of the project. However, changes made to the RVT file will not affect the original RTE template file.

Are there options for creating custom templates in Revit?
Absolutely. Users can create custom templates according to specific project needs. This involves setting up views, sheets, and other standards in a blank project file and then saving it as an RTE file for future use.

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.