How to Save a Project as a Template in Revit?

Understanding Revit Project Templates

Revit’s project templates are essential for streamlining the design process. They consist of various preconfigured settings, views, family types, and annotations tailored to your specific needs. Using these templates can significantly enhance productivity by providing a consistent starting point for new projects.

Step 1: Prepare Your Project

Before saving a project as a template, ensure your project is fully set up. This includes:

• Setting Up Views: Create the necessary views that you often use, such as floor plans, sections, and elevations.
• Customizing Settings: Modify any project settings, such as units, visual styles, and visibility settings, to match your standard practices.
• Loading Families: Include any families that are specific to your workflows or disciplines.

Step 2: Access the Save As Template Option

1. Begin by launching your project in Revit.
2. Navigate to the File menu located at the upper left corner of the screen.
3. Click on Save As, then select Template from the dropdown options.

Step 3: Naming Your Template

1. In the dialog box that appears, specify a name for your template. Choose a name that clearly describes the contents or purpose of the template.
2. Decide on a suitable location to save the template. A good practice is to save it in a centralized storage that your team can access easily.

Step 4: Configuring Template Options

Before finalizing the save, you will have additional options to configure.

• Choose Categories to Include: You can select or deselect categories or settings you want to include in your template. Make sure to retain essential elements like views and settings that will be beneficial in future projects.
• Review Naming Standards: Check that any naming conventions used for views, sheets, and families are applied consistently, as these will carry over into new projects based on this template.

Step 5: Saving the Template

1. Once you’ve reviewed your options and ensured everything is set, click OK or Save.
2. Your project will now be saved as a Revit template with the extension .rte. This file can now be used to initiate new projects with the configurations you have established.

Step 6: Utilizing Your Template

To access and use your newly created template for future projects:

1. Open Revit and select New from the File menu.
2. In the new dialog that appears, navigate through the available templates.
3. Select your custom template to start a new project, which now includes all the predefined settings and configurations.

Frequently Asked Questions

What file format is used for Revit templates?

Revit templates use the .rte file format. This extension signifies that the file is a template and not a complete project file.

Can I modify a template after it is saved?

Yes, templates can be modified. Open the template file, make any necessary adjustments, and then save it again to maintain the changes.

How can I ensure my team has access to the templates?

Save your templates in a shared network location or in a cloud environment that your team can easily access. This ensures that everyone is using the same templates and maintaining consistency across projects.