How to Create View Templates in Revit

ByMohamed Fakhry Updated

The View Template feature in Revit allows you to create groups of settings and apply them to multiple views at once. This makes your views and sheet sets more consistent.

In this blog post, you’ll learn how to create, edit, and apply view templates to multiple projects at once.

Method 1 – New 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.

create a view template

Step 3

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.

change view properties

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

temporary view properties

Method 2 – Duplicate Existing

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.
duplicate view template in Revit

Method 3 – Import Project Standards

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.
Import view template in Revit

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.

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.
copy view templates