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Chapter 4

Configuring Templates

and Standards

In this chapter we discuss how to configure and manage standards through the development
and use of a project template. Such templates can be rich with information that goes beyond the
out-of-the-box content that Autodesk provides. We will present proven methods for establishing
template settings and content as well as explain how the reuse of work will increase productivity
with each successive project.
In this chapter, you’ll learn to:

◆ ◆◆ Define settings for graphic quality and consistency
◆ ◆◆ Organize views for maximum efficiency
◆ ◆◆ Create custom annotation families
◆ ◆◆ Start a project with a custom template
◆ ◆◆ Develop a template management strategy

Introducing Project Templates

®
Like many other applications, the Autodesk Revit Architecture application allows you to start
®
with a basic template and then evolve your own custom templates to suit specific needs. As your
knowledge of the software progresses, you’ll begin to create new and reusable content such as
wall types, roof types, ceilings, stairs, tags, and other families in order to meet your design and
documentation needs. This is also the case with regard to the graphical language that you or
your firm has established and needs to implement within Revit. How you graphically present
elements such as text, dimensions, annotations, keynotes, and hatch patterns defines your
graphic style of design documentation. In reality, the architectural profession tends to develop
stylized graphics to convey design intent, and Revit respects this by enabling the customization
of almost all aspects of the project template.
You can configure Revit project templates by one or more of the following methods:

◆ ◆ Predefining all project graphic requirements
◆ ◆ Preloading the model with annotation families and styles
◆ ◆ Defining standard system families

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