Revit Architecture template checklist

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  • Drawing Sheets – similar to cartooning a project, but include only the most commonly used sheets, such as Cover Page, Schedules, Details, etc.
  • Line Styles – set up standard line styles and remove unnecessary ones.
  • Line Weights – set up standard line weights and remove unnecessary ones.
  • Line Patterns – set up standard line patterns and remove unnecessary ones.
  • Text Styles – set up standard text styles and remove unnecessary ones.
  • Dimension Styles – set up standard dimension styles and remove unnecessary ones.
  • Title Blocks – load standard title block, including addendum.
  • Wall Types – set up standard, and include some generic types for design. You will not need all types, just the most commonly used ones.
  • Roof Types – set up standard.
  • Floor Types – set up standard.
  • Ceiling Types – set up standard.
  • Browser Organization – set how the views and sheets are organized. This is often based on custom parameters.
  • Parameters – determine and add all necessary parameters for objects.
  • Door Families – create and add most commonly used families.
  • Window Families – create and add most commonly used families.
  • Keynotes – preset values if your office uses keynote data.
  • Schedule Keys – define necessary schedule keys, such as hardware or finish types.
  • Schedules – create most commonly used schedules, such as doors and windows.
  • Legends – create common legends, such as doors and windows.
  • Export DWG – predefine export settings, if necessary.
  • Import DWG – predefine import settings, if necessary.
  • Cover Page – define cover page content, such as abbreviations, legends, sheet index, etc.
  • Units – set project units.
  • File Locations – define and save file locations for easy browsing and saving.
  • Site Settings – define contour intervals, degrees, etc.
  • View Templates – create standard settings for typical views and save them as view templates.
  • Fill Patterns – create and/or load fill patterns.
  • Materials – set up common materials.
  • Object Styles – add additional object styles and refine the rest.
  • Phases – include if necessary. You may want to include them in a special template.
  • Levels – create default levels in elevation views.
  • Color Fill Schemes – create default color fill schemes, if any.
  • Filters – predefine filters, such as fire-rating display.
  • View Tags – include callouts, elevations, and sections.
  • Arrowheads – set up as desired.
  • Tags – customize to match standards and load most common tags into template.
  • Temporary Dimensions – define preferred settings.
  • Snaps – define preferred snap settings.
  • Keyboard Shortcuts – set up commonly used keyboard shortcuts and back up the storage file (located by default at C:\Program Files\Revit Architecture 2009\Program\KeyboardShortcuts.txt).
  • Detail Level – set up New View detail level.
  • Annotation Symbols – customize annotation symbols based on standards and load most commonly used ones into template (for example, North Arrow, Spot Elevation, Grid Bubble, Centerline Mark, graphic scale, etc.).
  • Document Level Macros – add them using the Revit API.
  • Structural Settings – set up as desired.
  • Additional Items – add other commonly used families, furniture, columns, entourage, etc.


Filed under: REVIT

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