When you have lots of options, you might need to present them to a client or other stakeholder. A nice way to do this is to create dedicated views and place them on a sheet showing the various options side by side. In this video, learn how to use a custom view template to help you configure the options shown on each view consistently.
- [Instructor] So once you've created several design options and configured various views to display those options in particular ways, you might be ready to create a presentation to take with you to a client meeting or to discuss with other team members. And one good way to do that would be to set up a sheet that contains all of the views that present each of your design schemes. So I already have several views here to work with and what I'm going to do in this video is set up a sheet and place those views on the sheet. But I want to make sure first that all of the views are configured properly. So let's kind of open up and take a look at each of these. So I've got a perspective open here for Scheme A and you can see, it's showing the round columns, the chairs and the bode balcony. And then here is Scheme B. It shows the straight balcony, the square columns and the sofas. So let's go to the floor plans. I have the same two schemes in floor plan. So here's the Scheme A lobby plan and here's the Scheme B lobby plan. So in Scheme A, we have the round columns and the chairs and the bode balcony. So that's correct but notice that Scheme B is showing the sofas, which is correct but it's showing the wrong balcony and the wrong columns. So let's go ahead and see what we can do about fixing that. Now, one option, of course, would be to do what we've done in a previous video and to go to Visibility Graphics, or VG, and to simply work our way down the list here and configure the view as required. So we need the square columns, for example. We could choose that, click OK and it would change those columns. There's nothing wrong with that approach. It works perfectly fine. The only trouble with it is the more views you have, the more tedious that starts to become and the more error prone it potentially is because you might have lots of these views. You could easily forget the correct setting on one or two of them. So what I did instead was when I was back in her my perspective views, I got those set up the way that I wanted and then I created view templates. So a view template captures all of the settings of a view and then you could apply it to other similar views. So here's how I did that. I went to the View tab and went to View Templates and then said that I wanted to create a template from the current view. It asks for a name and for this one, I'm just going to put in Temp here because I've already done this, so I don't really need to create another one but I just want to show you the process. And then it will display the View Templates dialog and what I did was I unchecked every one of these boxes except for Design Options. So you keep going down the list here, you leave Design Options checked, you uncheck all the others and you're done, it looks something like this. Here's Scheme A and here's Scheme B. So notice that both of those only have the one checkbox next to Design Options and then if you were to edit that, it has the correct configuration of Design Options set up within it, so it makes it very easy for you to now apply those settings to any other view that uses that scheme. So I'll go ahead and click OK here and now we'll apply it to our floor plan. So I'm in the Scheme B Lobby Plan and all I need to do is use the View Templates dropdown and this time, I want to apply the template properties or the current view. That will display the Apply View Template dialog but it will only list the floor plan templates initially. So Revit tries to be smart about this and because I'm in a floor plan, it's showing me other floor plan templates but you can easily open up this list here and simply choose All. And then you'll see the complete list, including the ones that I created from that 3D view and so I can school Scheme B here and again, it's only the one box that's checked. I'll click Apply Properties and then you will see that the square columns were already applied but you'll see the balcony change shape to indicate that it's now using the correct collection of design options. So I'll click OK here and then I've got two others that I need to configure and that's these two sections right here. So notice that I have got section at Lobby Scheme B and if I press my Tab key, there's another one right next to it, Scheme A. Now, I deliberately shifted them from one another a little bit to make it easier for us to see but normally, they would be right on top of one another. So if I open one of these, here's Scheme A, it's not necessarily correct, so I want to make sure that it does use the correct settings here and so I'm going to choose Apply View Template Settings to the Current View, go to All, choose Scheme A, click Apply and you see the chairs change there in the background. I'll click OK. And then I'll go back to here and open up Scheme B this time and repeat the process to apply the Scheme B settings. So you can see that this is going to be a little bit faster and more efficient way to apply those settings to the view. Finally, going back to the floor plans, in the Scheme A Floor Plan, I only want to see the Scheme A section mark, so I'm going to select the Scheme B section mark, go up here to the Hide option and choose Hide Elements or you can type EH and then I'll do the opposite on the Scheme B Floor Plan. So here is the Scheme A. So it's doing B right now, so I'll press Tab to get A and then EH or Hide Elements and that hides that one. So now that I've got my views configured correctly, the last step is to set up the sheet. So I will scroll down here to the Sheets branch of my browser. Let's expand that. I'll right click it, I'll create a new sheet. I'm going to use my large title block size. Click OK. I'll just go ahead and name this Design Options. And then let's drag the views that we need onto this sheet. So I'm going to start with the floor plans and I will bring in a floor plan right there and then right next to that, I will bring in the corresponding Scheme A section and place it right there and then right below it, I'll bring in the Scheme A perspective and place that like so. And then repeat that for Scheme B. So there you have it. We now have a nice professionally composed sheet that contains the Design Options schemes for Scheme A and Scheme B and we can take this with us to the client meeting and have a discussion about how to proceed.