3 Ways to Create View Templates in Revit

Have you ever spent hours customizing a Revit view, only to find that you need to do the same for another view or project? If so, you may be interested in learning more about view templates.

View Templates are a feature in Revit that allows you to create and manage sets of view properties and apply them to multiple views at once. They can save time and improve the consistency of your views and sheet sets.

In this blog post, I will show you how they can improve your workflow and productivity. I will also share some tips on how to customize your view templates and apply them in bulk to multiple projects at once.

Method 1 – Create A View Template

Details: Use an existing view to make a view template.

Step 1: Open the view that you want to use as a basis

You can use any type of view, such as a floor plan, a section, or a 3D view. Make sure that the view has the desired visibility and graphics settings that you want to apply to other views.

Step 2: Save your view settings as a template

Go to the View tab > Graphics panel > drop-down View Templates menu > click Create Template from Current View.

Step 3: Name and customize your new template

Enter a name for the view template and select the properties that you want to include.

You can use the check boxes to select or deselect the properties you want to include in the view template. You can also click Check All or Check None to quickly select or deselect all properties.

Step 4: Click OK

The view template is added to the list of view templates in your project. You can now apply it to other views of the same type.

Note: You can use temporary view properties to test specific graphics and visibility settings while keeping the original view unchanged. On the View Options bar, click Temporary View Properties. Click Enable Temporary View Properties, and then click Temporarily Apply Template Properties to select a template that will be applied until you turn it off.

Method 2 – Duplicate View Templates

Details: If you already have a view template that is similar to the one that you want to create, you can duplicate it and make changes as needed.

To duplicate a view template:

1. In the Properties palette, scroll down to Identity Data.
2. Click the View Template prompt box.
3. Select the view template that you want to duplicate and click Duplicate.
4. Enter a name for the duplicated view.
5. Click OK.

Method 3 – Import View Templates

Details: Use the Transfer Project Standards feature to import a standard view template that you want to use for different projects.

To copy a view template from another project:

1. Go to the Manage tab > Settings panel > click Transfer Projects Standards.
2. Drop-down the Copy from menu to select a source project.
3. In the Select items to copy list, click Check None and then check View Templates.
4. Click OK.

If there are any conflicts or duplicates, Revit will prompt you to resolve them.

You can also use PyRevit to copy multiple view templates into multiple projects. Learn more about PyRevit tools

Let’s take a look at the feature that lets you transfer templates in batches between different project files.

Open any number of projects to which you want to apply your current templates. Then follow these steps:

1. Go to the PyRevit tab > drop-down the Views menu.
2. Click Copy selected view templates to other open models.
3. Select the templates you want to transfer.
4. Click Select.
5. Select the destination projects.
6. Click OK.