AECbytes Tips and Tricks Issue
#4 (March 8, 2006)
Autodesk Revit View Templates
Director of Building & Infrastructure Solutions, Synergis Technologies, Inc.
One of the advantages of Autodesk Revit is that
each view has individual graphic, scale, discipline,
phase and view range settings; and changes to
these parameters only affect the selected view.
The view visibility of categories and subcategories
can be set and saved to a view template
(similar to layer states in AutoCAD). Two examples
of different views of the same level are shown
These view specific settings can also be a disadvantage
when you have to use the same settings on another
view. When you duplicate floor plans to create
furniture, fire safety or area plans for different
levels, you change different view settings for
each type of plan. Instead of repeating the effort
of changing each parameter every time you create
these views, you can save them as View
Templates. These can then be applied
to other views. They can also be applied to new
views as the default view template.
To create a View Template, set your desired view
parameters, then from the View
pull down menu, select Save As View Template.
A dialog box will appear to let you apply a name
to the view template. Additionally, you can set
it by right mouse clicking (RMC) on the View
name in Project Browser.
Note that Autodesk Revit 9 has slightly different
terminology on the pull down and RMC menus. Instead
of Save as View Template, it
has the more descriptive, Create View
Template from View.
You can also duplicate and rename existing View
Templates from the Settings pull
down by picking View Templates.
All methods will bring up the View Templates
dialog where you can review and change the parameters
that you want applied to other views.
Within the Autodesk Revit Help
is a list of the modifiable settings that can
be saved to View Templates. However, it leaves
out some of the parameters illustrated above that
can also be set. Even though the crop region
settings aren't shown in the View Templates
dialog, I noticed that if the View Property
Crop Region is checked on in both views,
the crop region visibility state can be saved
and set with a View Template.
The Autodesk Revit Help screenshot list of modifiable
View Template Properties is shown
You can apply these saved view settings (View
Templates) to other views by using the View
pull down and selecting Apply View Template.
This can also be done by RMC on the view name
in the Project Browser and selecting
Apply View Template. Multiple
views can also be selected and set at once in
the Project Browser.
Another way to apply a view template to multiple
views is to RMC on a sheet and selecting Apply
View templates to all Views. This will
apply it to all the views that have been placed
on the sheet.
The Apply View Template command
opens up the Select View Template
dialog where you will see all the View Templates
that have been saved.
In the Select View Template
dialog, you can also check a box to show Existing
views, which will display existing views
and also the view templates. Another option is
to turn on All view types, which
will show all view template types in the project.
These existing views and view types can be used
as a template to apply their view settings to
other views. The third option is to Apply
automatically to new views of the same type.
The View Template can also be applied through
the Element Properties dialog
for a view.
You may first use View Templates for plan views
to control object visibility, lineweight and screening,
but it is also useful for saving model graphic
and shadow settings for 2D and 3D presentation
views, as shown below.
Changes to the parameters in a View Template
are not automatically applied to views that were
assigned the View Template. There is no live link
between them. If you change settings to the View
Template, you need to reapply the modified template
to those views it was set to originally. It will
overwrite previous view property settings. The
best location to change or create new View Templates
based on others (duplicate) is by accessing View
Template in the Settings
pull down menu. You can also set parameters in
a current view and save with the same name as
an existing View Template. You will see a dialog
stating that the template exists and asking if
you want to replace (overwrite) it.
View Templates can be embedded in your Project
Template and they can also be copied between projects
by using Transfer Project Standards
from the File pull down menu.
Deletion of view templates is only available
in the View Options dialog. Deleting
a View Template will not affect any existing views
that it had been applied to previously.
Autodesk Revit 8.1 can only create and apply
View Templates for geometric views. Autodesk Revit
9 allows View Templates for schedules as well,
as shown below. The formatting of the schedule
can be saved as a View Template and applied to
single or multiple schedules at one time.
View Templates not only help standardize the
look of construction document sets, but they also
help you achieve it with less work.
About the Author
With 18 years of industry experience, Peter Gehring is Director of Building & Infrastructure Solutions for Synergis' Engineering Design Solutions, an independent division of Synergis Technologies, Inc., a leading Autodesk Value Added Reseller for Manufacturing, Infrastructure, and Building Solutions in the Mid-Atlantic region. He is responsible for spearheading the delivery of solutions, technical expertise, and resources to increase customers' productivity and profitability in the Building & Infrastructure industry. Gehring is an Autodesk Architectural Desktop Certified Expert, an experienced CAD instructor, and architectural and engineering designer. He graduated from Bucknell University with a B.A. in Fine Art and previously worked for 10 years with Perks-Reutter Associates, an architecture and engineering consulting firm. He can be reached at: email@example.com.
Tricks > Autodesk Revit View Templates