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Revit Templates - A Masterclass

Mark Thompson

Revit templates are essential for operating a lean and efficient software strategy across your practice. Whether you are part of a larger organisation or an individual, Revit templates form the foundation for good practice and standardised output across your business. Hours (and therefore costs) can be saved by loading up templates with content and settings to ensure design teams focus on just that, designing.

In this course we'll look at how to create a Revit project template from scratch, how to manipulate graphical & data settings and how to customise the outputs to ensure alignment to your company standards.

Read more

Revit templates are essential for operating a lean and efficient software strategy across your practice. Whether you are part of a larger organisation or an individual, Revit templates form the foundation for good practice and standardised output across your business. Hours (and therefore costs) can be saved by loading up templates with content and settings to ensure design teams focus on just that, designing.

In this course we'll look at how to create a Revit project template from scratch, how to manipulate graphical & data settings and how to customise the outputs to ensure alignment to your company standards.

This course is essential for those looking to take the next step into a more managerial role within their firm. 

You'll also gain exclusive access to an AI assistant powered by OpenAI's custom GPT (requires ChatGPT Plus subscription). This means you can ask any questions about the course and get instant, insightful answers; making your learning journey smoother and more engaging than ever.

This course is independent of Autodesk, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by Autodesk, Inc.

Autodesk, the Autodesk logo, Autodesk Revit are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2022 Autodesk, Inc. All rights reserved.

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What's inside

Learning objectives

  • How to create an autodesk revit template from scatch.
  • Learn the important steps that need to be taken to create a fully functioning template.
  • Customise your template to your represent your own branding and identity.

Syllabus

Introduction
Sections
Course Resources & Folder Structure
Create a Revit Template
Read more
Shared Parameters
Project Settings
Project Information
Model Splash Screen
Project Units
Navigation & Model Space
Setting Up the Model Space
Levels
Grids
Elevations
Callouts & Details
Transfer Project Standards
Purge Unused
Graphics & Annotation
Line Weights
Line Patterns
Line Styles
Object Styles

Link to Revit .pat files - C:\Program Files\Autodesk\Revit LT 2022\Data

Arrowheads
Text Types
Dimension Types
Spot Coordinates & Spot Elevations
Filled Regions
Views & Documentation
View Types
Browser Organisation - Views
View Templates
Titleblocks & Sheets
Browser Organisation - Sheets
Revisions
Print Settings
Model Elements & Data
System Families
Loadable Families
Model Data / Parameters
Schedules
Area Schemes
Keynotes
Tags
Bringing It All Together
Final Setup & Options
Create a New Project Using Our Template
Summary

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Teaches how to create Revit project templates from scratch, which is essential for standardizing outputs and saving costs in architectural and engineering practices
Covers customization of graphical and data settings, enabling users to align Revit outputs with specific company standards and project requirements
Explores project settings, shared parameters, and transfer project standards, which are crucial for maintaining consistency across projects
Includes instruction on line weights, line patterns, and object styles, which are important for controlling the visual representation of elements in Revit models
Provides instruction on browser organization for views and sheets, which is helpful for managing complex projects and documentation sets
References Revit LT 2022, so learners should be aware that the interface and features may differ slightly in newer versions of the software

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Revit Templates - A Masterclass with these activities:
Review Revit Fundamentals
Reinforce your understanding of Revit's core concepts and interface before diving into template creation. This will make it easier to understand how templates leverage these fundamentals.
Show steps
  • Review the Revit interface and basic tools.
  • Practice creating a simple model in Revit.
  • Familiarize yourself with Revit's file structure.
Autodesk Revit 2023 Black Book
Expand your knowledge of Revit features and functionalities. This will enable you to create more sophisticated and customized templates.
View Autodesk Revit 2024 Black Book on Amazon
Show steps
  • Browse the book to identify relevant topics.
  • Read chapters related to project setup, families, and documentation.
  • Experiment with the techniques described in the book.
Mastering Autodesk Revit
Gain a deeper understanding of Revit's capabilities and best practices. This will help you make informed decisions when customizing your templates.
View Putting Knowledge to Work on Amazon
Show steps
  • Read chapters related to project setup and standards.
  • Explore advanced modeling and documentation techniques.
  • Identify features that can be incorporated into templates.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Create a Basic Template for a Small Project
Apply the concepts learned in the course by creating a simplified template. This hands-on experience will solidify your understanding of the template creation process.
Show steps
  • Define the scope and requirements of the template.
  • Set up basic levels, grids, and views.
  • Customize object styles and annotation settings.
  • Test the template by creating a sample project.
Document Your Template Creation Process
Reinforce your learning by documenting the steps you took to create your template. This will help you remember the process and share your knowledge with others.
Show steps
  • Outline the key steps in the template creation process.
  • Describe the rationale behind your design choices.
  • Include screenshots and diagrams to illustrate your points.
  • Share your documentation with other Revit users.
Develop a Template Customization Guide
Extend your knowledge by creating a guide that explains how to customize your template for different project types. This will demonstrate your mastery of the template creation process.
Show steps
  • Identify common project types in your field.
  • Determine the specific customizations required for each type.
  • Create step-by-step instructions for each customization.
  • Test your guide by customizing your template for a sample project.
Contribute to an Open-Source Revit Template Project
Deepen your understanding of Revit templates by contributing to an open-source project. This will expose you to different approaches and best practices.
Show steps
  • Find an open-source Revit template project on GitHub.
  • Review the project's documentation and code.
  • Identify areas where you can contribute, such as bug fixes or new features.
  • Submit your contributions to the project.

Career center

Learners who complete Revit Templates - A Masterclass will develop knowledge and skills that may be useful to these careers:
BIM Coordinator
A BIM Coordinator manages and implements BIM standards across projects, making it a role that greatly relies on the use of Revit templates. This role requires an in-depth understanding of how to create and maintain effective templates to ensure consistency. This course is particularly well-suited for aspiring BIM Coordinators, as it details how to create a Revit project template from scratch, manipulate graphical and data settings, and customize outputs to company standards. The skills taught enable a BIM Coordinator to manage project data more efficiently.
See salaries and explore the career path for BIM Coordinator
Building Information Modeling Manager
A Building Information Modeling Manager oversees the implementation and management of BIM processes within a firm. This role requires expertise in creating and maintaining standardized project templates, ensuring consistent practices and efficient workflows. This course directly addresses this need by showing how to create a Revit project template from scratch, customize it to company standards, manipulate graphical and data settings, and control output to ensure designs focus on design. The course's focus on standardizing outputs and creating efficient workflows through templates directly supports the core responsibilities of a BIM Manager.
See salaries and explore the career path for Building Information Modeling Manager
Architectural Technician
An architectural technician typically works on the technical aspects of architectural design. They need a solid understanding of BIM software, like Revit, and the use of templates. This course is useful for learning how to create and manage templates in Revit and develop consistent design outputs. The focus of the course on customizing project settings, graphical elements, and documentation directly addresses the needs of an architectural technician. The course can enhance skills in developing standardized practices for design.
See salaries and explore the career path for Architectural Technician
Drafting Technician
A drafting technician prepares technical drawings and plans based on architectural and engineering specifications. They utilize BIM software such as Revit, and a strong understanding of templates is vital for ensuring consistent output and standards across projects. This course provides a solid base for standardizing drawings and designs using project templates. The course's material on setting up the model space, creating graphics, and customizing annotation is directly applicable to the day-to-day work of the drafting technician.
See salaries and explore the career path for Drafting Technician
Design Technology Specialist
A design technology specialist is responsible for supporting an organization’s technology infrastructure for design processes. These specialists need to ensure that design teams are using the right tools and practices. This course helps a design technology specialist understand the process of creating and managing Revit templates for their firm. Learning how to customize outputs and manage graphical data through templates supports the specialist's aim to improve design processes, ensuring teams operate with efficiency and consistency. This will help standardize workflows.
See salaries and explore the career path for Design Technology Specialist
Architectural Designer
An architectural designer develops plans and designs for buildings. They use BIM software like Revit to create technical drawings and collaborate with other professionals. This course's focus on creating and customizing Revit project templates, setting up the model space, and configuring graphics and annotations directly benefits an architectural designer by providing the skills to create standardized outputs. The course teaches important skills that improve the designer's ability to produce high-quality and consistent work. This is valuable for those who want to gain efficiency.
See salaries and explore the career path for Architectural Designer
Virtual Design and Construction Specialist
A virtual design and construction specialist uses technology to enhance construction planning and execution, relying on BIM and standardized models. Understanding Revit templates and how to customize them is a key part of this role. This course provides the skills necessary to create, manipulate, and tailor Revit templates for consistent and efficient work practices. As it covers project settings, graphics, and data, those in this position will find this coursework very helpful. This allows them to streamline output for virtual design and construction projects.
See salaries and explore the career path for Virtual Design and Construction Specialist
Design Manager
A design manager oversees the design process, ensuring projects meet standards for quality and efficiency. Because of this, the ability to create and maintain consistent and functional templates is highly valued. This course provides a critical understanding of how to create Revit templates for optimal project design. The course’s focus on setting up data, graphical settings and project standards ensures project teams are set to succeed and can focus on design.
See salaries and explore the career path for Design Manager
Construction Project Manager
A construction project manager is responsible for planning, coordinating, and overseeing construction projects. This role benefits from a strong understanding of BIM workflows, as project managers are often involved in project planning and will be working with templates that allow for efficient design. The ability to tailor Revit templates, standardize file outputs, and optimize data is crucial. Understanding how to customize templates, create shared parameters, and set project information, as taught in this course, will serve a construction project manager well.
See salaries and explore the career path for Construction Project Manager
Project Engineer
A project engineer supports project management by ensuring projects are delivered to design specifications and standards. This role works with BIM models and templates to organize projects, making the knowledge in this course very relevant. By learning how to create and customize Revit project templates, project engineers can improve output and data consistency. The course is useful for standardizing project setups and optimizing how design and production teams work, which ultimately helps ensure projects stay on track.
See salaries and explore the career path for Project Engineer
Construction Technologist
A construction technologist applies technology for project efficiency, which includes optimizing BIM workflows. This role relies on effective Revit templates to achieve such efficiency. The ability to create and customize templates, standardize outputs, and manage project data are all key skills for a construction technologist. This course addresses these points directly by teaching skills for creating templates from scratch, managing project settings, and customizing outputs to company standards. Anyone wanting to enhance projects using models should consider this course.
See salaries and explore the career path for Construction Technologist
Architect
While architects typically engage in the entire scope of a project, template creation is a very valuable skill for an architect to possess. This course focuses on the technical skills of creating templates and maintaining them for efficiency. This is a valuable skill for all members of a project, including the architect themselves. The better the architect understands the technology they are working with, the better they can utilize it for project success. Templates are key for building consistent and standardized workflows.
See salaries and explore the career path for Architect
Interior designer
An interior designer plans and designs interior spaces, often using BIM software such as Revit to create technical drawings and visualizations. Although their work is on interiors rather than exteriors, it is still useful to learn about template creation. This course provides the skills to create standardized outputs by working with Revit project templates. The ability to set up model spaces, configure graphics, and customize annotations will allow them to better serve design teams focused on interiors. This is valuable for increasing the consistency in their work.
See salaries and explore the career path for Interior designer
Facilities Manager
A facilities manager is responsible for the maintenance and operation of buildings and facilities, which may include managing digital records and models of spaces. A facilities manager will find value in understanding how to create efficient templates. This course can help a facilities manager with that, as it details how to create and adjust Revit templates to ensure consistency of record-keeping. The course content on setting up data and parameters can help organize the maintenance and operations of a facility.
See salaries and explore the career path for Facilities Manager
CAD Drafter
A CAD drafter creates technical drawings and plans using computer aided design software. While CAD is more associated with 2D design, knowledge of templates is good for anyone working within the field of design. This course provides foundational knowledge of how templates work for those that wish to eventually transition to BIM. Learning how the Revit templates function will give them a better appreciation of the 3D design process, which is often the next step for those in drafting.
See salaries and explore the career path for CAD Drafter

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Revit Templates - A Masterclass.
Cover image
Autodesk Revit 2024 Black Book
Save
Comprehensive guide to Autodesk Revit 2023, covering a wide range of topics from basic modeling to advanced techniques. It provides step-by-step instructions and real-world examples to help you master the software. While not solely focused on templates, it offers in-depth explanations of the features and settings that are crucial for effective template design. This book useful reference tool for both beginners and experienced Revit users.
Autodesk Revit 2024 Black Book
Paperback
$$$
Cover image
Putting Knowledge to Work
Save
Provides a comprehensive guide to using Revit, covering a wide range of topics from basic modeling to advanced techniques. It serves as a valuable reference for understanding the underlying principles of Revit and how to apply them to template creation. While not solely focused on templates, it offers in-depth explanations of the features and settings that are crucial for effective template design. It is commonly used as a textbook in academic settings.
Putting Knowledge to Work
Paperback
Check
Putting Knowledge to Work
Kindle Edition
Check

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Effort
5 total hours
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Udemy
Instructor
Mark Thompson
Language
English
Good to know
Teaches how to create Revit project templates from scratch, which is essential for standardizing outputs and saving costs in architectural and engineering practices
Covers customization of graphical and data settings, enabling users to align Revit outputs with specific company standards and project requirements
Explores project settings, shared parameters, and transfer project standards, which are crucial for maintaining consistency across projects
Includes instruction on line weights, line patterns, and object styles, which are important for controlling the visual representation of elements in Revit models
Provides instruction on browser organization for views and sheets, which is helpful for managing complex projects and documentation sets
References Revit LT 2022, so learners should be aware that the interface and features may differ slightly in newer versions of the software
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