Revit Template Creation Essentials

The Basic Template Creation training class will cover the basic essentials for creating a template for project use in the company environment.

BIM managers will learn the basic principles of creating company specific templates. Review the modification of template settings, including line weights, materials and fill patterns.  Begin to understand the creation of design options, phases, and view templates as well as tags and title blocks.

Course Objective

To review and understand the basic setup of a Revit template.

Who Should Attend

CAD/BIM Managers or employees with the responsibility of managing the Revit environment in their company.

This course is intended for beginning to intermediate users of the Autodesk Revit Platform including architects, engineers, designers, architectural product manufacturers, facilities planners, drafters and others needing to create templates with Revit.

Each Student Receives

  • A student guide for use in the classroom*
  • Telephone support on class topics for 30 days
  • Certificate of completion
  • AIA Learning Units for AIA members

* If desired, training materials may be purchased separately for use as a reference guide outside the classroom.  Cost varies by title, please contact for details.

Details & Prerequisites

  • 1 day course
  • Hours: 8:3–4:30
  • Cost $495
  • 8 AIA Learning Units

It is recommended that the attendee has a working knowledge of a recent version of the Windows operating system.

The student must have gone through the Revit Essentials class for architectural, structural or MEP engineering.

Course Outline

Creating a Basic Template

  • Selecting a Base Template
  • Basic Template Creation

Basic Template Settings

  • Fill Patterns
  • Materials
  • Exercise: Create a Material
  • Line Weights
  • Line Patterns
  • Line Styles
  • Object Styles
  • Project Units
  • Snaps
  • Temporary Dimensions
  • Detail Level
  • Options

Additional Template Settings

  • Browser Organization
  • Area and Volume Computation
  • Color Fill Scheme
  • Phases
  • Filters
  • Design Options
  • Keynoting
  • Import/Export Settings


  • Creating Titleblocks
  • Creating Annotations
  • Drawing Lists
  • View Lists
  • View Templates
  • Transfer Project Standards

*Course length and cost are based on a minimum of four attendees MasterGraphics.aec reserves the right to cancel classes.

*Note: The course topics are a guideline and class topics may be modified by the instructor based upon the class flow.