Revit - Transfer Revit Standards to a New Project

By Garry Stockton

Did you know you can transfer your Revit standards from one project to another? Project standards include many elements such as Line Weights, Annotation, Tags, Families and Print Settings.  This time saving process is easy to follow and is a must especially if you don’t have templates set up.

What’s included in Revit Project Standards

Transferring project standards allows you to transfer certain standards from one project to another. This is useful if you have a particular or unique project which you don’t have a template for, but as a one off you do need to use the same settings in another project.

To start we need to look at what settings are being transferred from an existing project. When transferring standards, the main settings are as follow but the list is quiet extensive:

•Family types (including system families, but not loaded families)
•Line weights, materials, view templates and object styles
•Mechanical settings, piping and electrical settings
•Annotation styles, colour fill schemes and fill patterns
•Print settings

Transferring Revit Project Standards

To start the process, you will need both Revit projects open at the same time. The existing project which you want to copy the project standards from and the new project which we want to transfer the standards to.

With both projects open, follow the simple steps below:

1. In the new project, go to the Manage tab on the ribbon bar.
2. Click the button for “Transfer Project Standards”.

The Select Items to copy dialogue opens, make sure you have the correct Model to copy from (Highlighted above 1), now scrolling down, simply tick the boxes for the standards that you wish to transfer. Once you have selected the standards click OK, Revit will now transfer your standards from the existing project to the new project.

You may get a prompt during the transfer process to say that an item being transferred already exists in the new project. It’s up to you if you want to overwrite, ignore or cancel.

The above is a nice and easy way to copy standards out of an existing project, saving the need of having to manually setup a new project with the same settings twice.

If you find that you are constantly copying project standards, you may need to create a company template with all your settings preloaded, Cadline offer courses to help you set this up.