How to Create a Revit Project Template

  1. Decide where to store templates.

  2. Create an Empty Template – Start with the default.rte template. Purge and delete everything your can. Save as EmptyTemplate.rte

  3. Create a Basic Graphic Standards Template – Start with the Empty Template, then create your text, dimension and line styles.

    1. Text Styles – We recommend naming text styles with the pattern. For example, “Arial 1/8 Bold Red”. For “Architectural” or “hand-lettered” font, has a set of 12 fonts here. The set includes modified dimension styles so everything is consistent.

    2. Dimension Styles – Revit's default font in dimensions is Arial, so if your standard font is other than Arial, you will need to create new dimension styles to match.

    3. Line Styles – Create line styles using functional names. Rather than use the “Wide” line style for titleblock borders. Create one called “Titleblock Border.” Yellowbryk has a comprehensive starter-set of line styles that can be easily re-named for this purpose.

  4. Enhance the Basic Graphic Standards Template – A Basic Graphic Standards Template is a good start, but more productivity can be generated by enhancing it.

      1. Create titleblocks - Start with the Autodesk-supplied titleblock, keep the lower-left corner the same, and draw the border lines to match your firm's sheet size(s). Purge everything you can and use “Transfer Project Standards” to bring in firm-standard fonts and line styles from your graphics template. Make all the modifications you need to turn the titleblock into your firm's custom look. Save the titleblock with a new name.

      2. Create core project sheets - Create a cover sheet, a general notes sheet (with symbols and a sheet list) and drawing sheets of various types. At this step you will be forced to make several decisions that will have long-lasting impacts.

        1. Tags – Pre-loaded tags are a big productivity boost for those documenting the design. Be sure to include the basics for your projects – Wall tags, floor tags, ceiling tags, etc.

        2. Symbols – Every firm has a set of standard symbols for things like “Fire Extinguisher Cabinet”, “Valve” or “Connection”. It is tempting to use your old AutoCAD symbols, but if you haven't already created Revit families for yours, now is the time to do it.

        3. Annotations – Annotations include things like North arrows, elevation, section and callout symbols.

        4. Abbreviations – Each discipline has a list of common abbreviations. The list can be done on a Legend View, but we recommend using a schedule so the list can be re-formated to fit various sheet sizes.

        5. Filled Regions (hatch patterns) – Most firms have a set of patterns for use in detail drawings. These patterns indicate the material of a cut object in the view. These are “drafting” patterns. There are a host of other patterns (“model” patterns) that are also useful, particulary for architecture and interiors. Yellowbryk has created sets of model patterns for ceilings, pavers, wall panels and tiles that will save you time. They can be found here.