# Template Project

### **Description**

Template Project is a Revit file with Assemblies created using the Smart Assemblies tool and certain Shop Drawing Configurations.

Template Project feature allows users to **Create Assemblies** with **Sheet Templates** from the **Template Project**.

It eliminates the need to create Sheet Template in every new project for every configuration.

### **How to set up Template Project?**

In the Template Project:

1. Create Shop Drawing Configuration.
2. Create Smart Assembly.
3. Drag views to the Assembly Sheet.
4. Go to Shop Drawings Configuration.
5. Select the created Sheet as a Sheet Template for the used configuration.
6. Save the configuration and exit.

{% hint style="info" %}
You can create as many Smart Assemblies with different configurations as you need.
{% endhint %}

### **How to use Template Project in the New Project?**

In the New/Current Project:

**1** - Define the Template Project Location.

**2** - Transfer Project Standards from Template Project .

**3** - Load Annotation Symbols & Legends

Then you can create new Smart Assemblies using the Configurations that were used in the Template Project.

![](https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2FHwM3NZaoP3Cx5cyw0QTv%2F0.jpeg?alt=media)

More in-depth explanation:

1. **Template Project Location**

   Specify the Template Project file path.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>Template Project file can be stored on a network server to be accessed by multiple users.</p></div>

   ![](https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2F2oM6rYE16bhUPTxE9XMU%2F1.jpeg?alt=media)
2. **Transfer Project Standards from Template Project (Optional)**

   This command opens Revit‘s 'Transfer Project Standards' dialog window.

   Copy from will automatically change to the Template Project.

   At least 6 options must be selected: Dimension Styles, Filters, Text Types, View Reference Types, View Templates, Viewport Types. You can select more options if needed.

   ![](https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2Fh10ZPEEpDuZ1PuWCFcN5%2F2.jpeg?alt=media)
3. **Transfer Annotations**

   This function will load these elements from the Template Project to the Current Project: Tags, Callout Heads, Sections Heads, Section Types, Title blocks, Legends, Schedules.

   ![](https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2F5BTQ4WUe1BPMIQiLkZsy%2F3.jpeg?alt=media)

### **How to use Sheet Template of Template Project in New/Current Project?**

**Assuming you already have:**

* Template Project with Smart Assemblies and Views placed on Assembly Sheets.
* All settings transferred to the New/Current Project.
* Template Project Location points to the Template Project.
* Configuration Files Location points to the same configurations that were used in the Template Project.

1. Select element in the New/Current Project.
2. Use the **Create Assembly** command.
3. Select a Configuration that was used to create assemblies in Template Project.
4. Click **Create**.

Assembly will be created and Views placed on a Sheet just like in the Template Project

![](https://239424168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqtUsszuAWXIZhQhrvjnb%2Fuploads%2F5PHcxUISgIsUOtQRCGxK%2F4.jpeg?alt=media)