Revit Template Checklist
Drawing Sheets - similar to cartooning a project, but include only the most commonly used sheets, such
as Cover Page, Schedules, Details, etc.
Line Styles - set up standard line styles and remove unnecessary ones.
Line Weights - set up standard line weights and remove unnecessary ones.
Line Patterns - set up standard line patterns and remove unnecessary ones.
Text Styles - set up standard text styles and remove unnecessary ones.
Dimension Styles - set up standard dimension styles and remove unnecessary ones.
Title Blocks - load standard title block, including addendum.
Wall Types - set up standard, and include some generic types for design. You will not need all types, just
the most commonly used ones.
Roof Types - set up standard.
Floor Types - set up standard.
Ceiling Types - set up standard.
Browser Organization - set how the views and sheets are organized. This is often based on custom
parameters.
Parameters - determine and add all necessary parameters for objects.
Door Families - create and add most commonly used families.
Window Families - create and add most commonly used families.
Keynotes - preset values if your office uses keynote data.
Schedule Keys - define necessary schedule keys, such as hardware or finish types.
Schedules - create most commonly used schedules, such as doors and windows.
Legends - create common legends, such as doors and windows.
Export DWG - predefine export settings, if necessary.
Import DWG - predefine import settings, if necessary.
Cover Page - define cover page content, such as abbreviations, legends, sheet index, etc.
Units - set project units.
File Locations - define and save file locations for easy browsing and saving.
Site Settings - define contour intervals, degrees, etc.
View Templates - create standard settings for typical views and save them as view templates.
Fill Patterns - create and/or load fill patterns.
Materials - set up common materials.
Object Styles - add additional object styles and refine the rest.
Phases - include if necessary. You may want to include them in a special template.
Levels - create default levels in elevation views.
Color Fill Schemes - create default color fill schemes, if any.
Filters - predefine filters, such as fire-rating display.
View Tags - include callouts, elevations, and sections.
Arrowheads - set up as desired.
Tags - customize to match standards and load most common tags into template.
Temporary Dimensions - define preferred settings.
Snaps - define preferred snap settings.
Keyboard Shortcuts - set up commonly used keyboard shortcuts and back up the storage file (located by
default at C:\Program Files\Revit Architecture 2009\Program\KeyboardShortcuts.txt).
Detail Level - set up New View detail level.
Annotation Symbols - customize annotation symbols based on standards and load most commonly used
ones into template (for example, North Arrow, Spot Elevation, Grid Bubble, Centerline Mark, graphic
scale, etc.).
Document Level Macros - add them using the Revit API.
Structural Settings - set up as desired.
Additional Items - add other commonly used families, furniture, columns, entourage, etc.
