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May 13, 2015 by Andrius Bialyj

Autodesk® Revit® can save a lot of time working on similar or big projects. Best way for that are Revit project templates.

Revit users can save system families (walls, floors etc.), component families (doors, windows, furniture etc.), sheets, schedules, annotations, graphics and so on to their project templates, therefore starting a new project, a lot of time can be saved skipping creation of schedules or importing needed families. However projects are different and we can’t create template that will suit all projects or few templates that we can choose from our new project and the chosen template will fit it 100%.

There are even situations when, for example, schedules from multiple different projects have to be used in a new project. Also, sometimes beginners forget to use required project template and have problems transferring their work to a project template. There is a partial solution for that using Revit project linking, binding it afterwards, while losing annotations, detail items, views etc. but this topic is not about this way.

First of all, let’s see how the system family types, annotations, tags, view templates etc. can be transferred between projects (those are just types, not designed elements of the project).

How to Transfer Revit Project Standards

The first step is to open both projects – the one you would like to transfer things from, a source project and the one you want to transfer things to, a target project. Leave an active project you want to transfer things to. Then you have to go to Manage tab and choose Transfer Project Standards tool.

After that you’ll see the Select Items to Copy dialog box.

Next to Copy from you have to choose opened source project and tick the categories you want to transfer to your target project. After pressing OK you might get some warnings or possibility to choose what to do with duplicate elements. Now you are ready to use those elements in your project.

Ways to Transfer Revit Families from One Project to Another

But what about component families like doors, windows etc.? Well, Revit plugins like Smart Browser Free or Smart Browser Manage can be used to transfer component families between projects quickly or you can do it manually. The fastest way I found to do that is to save all families from the project to some folder and then to import required ones to another project.

To start with, open the source project where the required families are. Then, in Project Browser navigate to Families section and right click on it. Choose Save... then choose a folder to save your families to, and next in Family to save field leave option.

Of course you can save needed families by right clicking on them one by one in Project Browser, but it is way faster to export them all at once (you can use Purge Unused tool from Manage tab to delete families that are not used in the project, so they won’t get saved).

After saving is done open the target project. I guess you already know what to do next… You can open folder with saved families, mark required ones while holding Ctrl or Shift key pressed on your keyboard and just drag them into your Revit project. Or you can use Load Family from Insert tab and just like previously mark the families you want to import, while holding Ctrl key, then click Open and your families are ready to use. This way is quicker than going through libraries, folders and loading needed families one by one. Also, you might not have some families in your libraries, but have them only in some projects.

Transfer Schedules, Sheets & Drafting Views

Now we need to transfer schedules, sheets and drafting views. To do that, you just need to have the target project opened. Navigate to Insert tab and choose Insert from File>Insert Views from File tool. Find your source project click Open. Tick the views you need in your project and click OK. You might experience some warnings about duplicate types which you can close by clicking OK. Now you can find your imported views in Project Browser.

So, we are clear about the elements that can be transferred between projects and those used in a new project. But what about the exact elements that are modeled or placed in another Revit project at a certain place? I'll share with you this tip in my next article.

Thank you.

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