Graphics Programs Reference
In-Depth Information
Tips for Managing Templates
The management of a project template is an ongoing process. As
standards are developed and enhanced, new workflows are discovered
and new clients are acquired. Thus, the need for template maintenance
grows. Here are some items for consideration when managing your
templates:
Be Careful When Transferring Project Standards
Once a
standard has been developed in an actual project, the easiest way to
establish it in a template is to use the Transfer Project Standards
feature of Revit. This is a powerful but potentially dangerous tool.
When you use it, be sure that you transfer only the standards
required; otherwise, you may overwrite standards in your template
with ones that are specific to a project.
Use Purge Unused Cautiously
The Purge Unused command is
another powerful but potentially dangerous tool, especially when
used while working on a project template. After all, nearly
everything in a template file is “unused.” Exercise extreme caution
when using this tool in a template file. Some items such as text
styles can be removed only with this tool, so its use is sometimes
required.
Keep It Simple
It can be tempting to include anything and
everything in your project template(s). More often than not, this will
cause more work than it saves. Along with the potential for the
wrong types of components being used in the model, there will be a
lot of work cleaning up unwanted or unneeded items. Having to
weed through a bunch of components just to find the one you want
will hamper your productivity.
Keep It Safe
It is usually best to limit access to your project
templates. The more people who have access to project templates,
the more potential for project templates to be lost or damaged. Keep
an updated archive of your templates in a secure location so that
when the time comes, you can replace it with minimal interruption
of work.
