Transferring a View Template in Revit
To transfer a view template from one Revit project to another, follow these detailed steps to ensure a seamless process.
Step 1: Open the Relevant Projects
Begin by launching Revit and opening both the source project (the one containing the view template you want to transfer) and the target project (the one you want to apply the template to). This allows for easy access to the templates during the transfer process.
Step 2: Navigate to Project Standards
In the target project, go to the Manage tab in the top menu. Within this tab, locate the Settings panel and click on the Transfer Project Standards button. This feature allows you to copy standards, including view templates, from one project to another.
Step 3: Select the Source Project
When you click on Transfer Project Standards, a dialog box titled Select Items to Copy will appear. Here, you must choose the source project that contains the desired view template. Ensure that you select the correct project before proceeding.
Step 4: Choose the View Template to Transfer
Upon selecting the source project, you will see a list of project standards available for transfer. Look through this list, checking the box next to View Templates. If you want to transfer individual templates, you may need to adjust the selection to include only the ones you wish to import into the target project.
Step 5: Confirm and Execute the Transfer
After selecting the appropriate view templates, click OK to execute the transfer. Revit will process your request and integrate the chosen view templates into the target project’s standards. You can verify the successful transfer by checking the View Templates section in the target project.
Managing and Using Transferred View Templates
Once the view templates have been imported successfully, you might want to access and manage them. Navigate to the View tab, then click on the Graphics panel. From there, open the View Templates dropdown menu and select Manage View Templates. This option allows you to select, modify, and set the newly transferred templates according to your project needs.
FAQs
1. Can I export a view template from one project to another?
Yes, you can export view templates by saving them first from the source project and then using the Transfer Project Standards feature to import them into the target project.
2. What happens if a view template name already exists in the target project?
If a template with the same name already exists in the target project, you will be prompted to either overwrite the existing template or keep both versions by renaming one of them.
3. Are view templates the only standards I can transfer between projects?
No, you can also transfer other project standards, including visibility/graphics settings, annotation styles, and more, as specified in the Transfer Project Standards settings dialog.
