Join Paul F. Aubin for an in-depth discussion in this video Using view templates, part of Revit 2018: Essential Training for Architecture (Imperial).
- [Voiceover] There's lots of things that you might wanna customize in the visibility/graphics when working through the various views of your projects. In this particular example I have here on screen, I have a separate floor plan, furniture plan and power plan. And each one of them is configured a little differently from the others. When you have a situation where you have multiple floor plans, multiple furniture plans, and multiple power plans, you might want to investigate using a view template. A view template is a way of capturing all the settings that match a particular view and then giving you an easy way to apply that entire collection of settings to other similar views.
So it works really well for example, in a multi-storey building where you have lots of furniture plans or lot of power plans. But it's also a great tool to help you enforce office standards. So if you wanna pre-configure what a typical power plan looks like, or a typical furniture plan looks like, you can do this ahead of time in your office standard template. Save those as view templates, and then it makes it real easy for the users of that project, to simply apply those settings. So in this movie let's look at the process of creating and using view templates. So I'm in a level one power plan, and what I've customized here is, that the furniture has been set to half-tone and I'm still displaying all of the electrical equipment.
If you contrast that to the level one furniture plan, the furniture is displaying in full intensity here, and all of the electrical fixtures are turned off. So what I'm gonna do is make a view template from each of these views. So I'm gonna go to the view tab, click the View Templates dropdown, and choose create template from the current view. I'm in the level one furniture plan, so I'll call this, Typical Furniture Plan. That will display the view template dialogue, and all of these settings over here are being captured by the view template, and you can see it's quite a few things, it includes the scale, all the V/G overrides, lots of different settings are being captured in this view template.
It's possible to uncheck any of the items you don't wanna include. So if there was some aspect of the view template that you didn't want, part of your typical furniture plan, you could uncheck that, but I'm gonna leave them all checked in this case, and click OK. I'm gonna go back to my level one power plan, and repeat the process. View Templates, create template from the current view. Call it Typical Power Plan, click OK, accept all the defaults, and click OK again.
Now I'm gonna go up to a level two furniture plan, and you can see that it doesn't look the same as the level one furniture plan. So I'm gonna go to View Template dropdown, and choose apply template properties to the current view. Choose my Typical Furniture Plan view template, click OK. And now in a single click, it matches all the settings in this view to match the view template. Repeat that for the level two power plan. View Template, apply template properties to the current view and this one matches as well.
So that's the easiest way to use view templates, you simply create the view template and then apply its properties to other views. Now let's look at an alternative way to use it. I'm gonna go to level one, and create one more view template. So go to View Templates, create a template from the current view, give it a name, Typical Floor Plan, click OK, and accept all the defaults. Now the way we did it with the other two is we went up to level two, and then we went to apply template to the current view, select Typical Floor Plan, click OK.
And now, level two matches level one. The trouble with this approach is that, if you realized that there was something that you missed, and you wanna change, now you'd have to kinda repeat the whole process. So looking at this floor plan, I noticed this stipple pattern on the surface of the floor slab, and I wanna do something about that. So what I'm gonna do to illustrate this next approach is I'm gonna close my hidden windows right here. Right now I have lots of windows open, all the different furniture plans, power plans, everything's open, so I'm gonna click this button, and that closes all the hidden windows.
Then I'm gonna reopen level one, and then I'll come over here and choose Tile Windows or type WT, and that's gonna put level one and level two next to each other, so that we can see them both at the same time. What I wanna do here is, instead of applying the template properties to the current view. I'm gonna actually apply the view template to the view itself, in other words, make it like a permanent application. Here's how we do that. On the project browser, I'm gonna make sure that nothing is selected, I've got level one active right now, I'm gonna scroll down.
And notice that one of the properties for the view, is the view template property, and it currently says none. I'll click the none button, choose Typical Floor Plan, and click OK. I'm gonna repeat that for level two. So select level two, click the none button, Typical Floor Plan, click OK. Now what does that do exactly? Well, what that means is now the Typical Floor Plan is actually permanently assigned to these views. So now I wanna deal with this stipple pattern.
So I'm gonna go to the view template dropdown, and choose manage view templates. That will display the view template dialogue, and what I wanna do here is select my Typical Floor Plan, and then I can come over here and customize the properties. What do I wanna customize? Let's go to V/G overrides for model, and click edit. Let's move this out of the way a little. Now, you can't hide the floors in this case because if you do, you'll lose the floor edges as well, out in the edge where we have patios and stuff, or right here on the balcony, we'll lose that edge.
So what I'm gonna do instead of hiding the floor category, is I'm gonna override the floor category. So in the Projection/Surface under Patterns, I'm gonna click this override button, and I'll simply hide the pattern, not the entire floor. When I click OK, if you click somewhere else, it'll say the word hidden right there, to kinda indicate that we've hidden that pattern. Now I've only done that in the view template. When I click OK, it will apply to both views.
Because both views have this permanent application of this view template assigned to them, and so now you have a much more global control over any floor plan in your files. So if you had a 10 storey building and all 10 floors were assigned to this view template, with a single change, you've modified all 10 floor plans. Now the only down side of this is, if somebody tries to go V/G within the view, it's all grayed out. If they try to change the scale in the view, it's all grayed out.
Level of detail, any of the stuff that's assigned by that view template is gonna be grayed out. Now, if you wanna temporarily override the view properties, you can. There's a control for it right here, there's a little icon here, temporary view properties. I can enable the temporary view properties, it puts a border around here. Now I could go to V/G and I could say, "Well, I wanna do something with the furniture." So let me turn that back on again, let's click OK. And I wanna take this office furniture and slide it over like that.
When you turn off temporary view properties, you restore it. The furniture gets hidden again, but now if I open up the level two furniture plan, you can see that I actually did make that change, so if you just realize you need to change something real quick and you don't wanna switch views to do it. You can temporarily disable the view template, make whatever change you need, and then restore the properties. But using a view template, you have two methods to do it. The one way is to just apply the view properties when you need them, this is not a permanent application, and it keeps all of the settings in play, and at any time you can still modify visibility/graphics, or scale, or anything else.
If you apply the template properties directly to the properties of the view instead as a permanent application, it's a much better way of enforcing office standards. But it does make a little bit of a separation between those immediate changes that folks might wanna make, they always have to go to the view template to make those changes. So I encourage you to explore both ways of using the view template. And whichever way you ultimately settle on, doesn't really matter as much as the importance of using view templates because it saves you a lot of effort in terms of the alternative, which would be, to have to configure each and every view, over and over and over again.
So a view template is a great way to manage your visibility settings across multiple similar views.
First, get comfortable with the Revit environment, and learn to set up a project and add the grids, levels, and dimensions that will anchor your design. Then author Paul F. Aubin helps you dive into modeling: adding walls, doors, and windows; using joins and constraints; creating and mirroring groups; linking to external assets and DWG files; and modeling floors, roofs, and ceilings.
Paul also shows advanced techniques for modeling stairs and complex walls, adding rooms, and creating schedules. Finally, discover how to annotate your drawings so all the components are clearly understood, and learn how to output sheets to DWF, PDF, or AutoCAD.
- Understanding BIM and the Revit element hierarchy
- Navigating views
- Creating a new project from a template
- Adding walls, doors, and windows
- Adding plumbing fixtures and other components
- Linking AutoCAD DWG files
- Rotating and aligning Revit links
- Working with footprint and extrusion roofs
- Adding openings
- Adding railings and extensions to stairs
- Creating stacked and curtain walls
- Hiding and isolating objects
- Adding rooms
- Creating schedule views and tags
- Adding text and dimensions
- Creating new families
- Using reference planes, parameters, and constraints
- Plotting and creating a PDF