Transferring View Templates - RAC 2011

[bwinterscheidt]

Using "transfer Project Standards", I'm having trouble getting everything to come across, particularly the V/G Overrides Filters.  They are included in the View Template in the original project, but are all missing after transfer.

Is there any other way to do this?

[Alfredo_Medina]

Brian,

I just made a test, and it seems to be working fine. I am going to describe the steps I'm doing, for you to compare if there is anything different: 

I have Project1.rvt and Project2.rvt open at the same time. The current project is Project1.

In Project2.rvt I have an override in my Floor Plan Level 1 that makes the walls display with a solid black fill. From this project I go to View > View templates > Create template from current view, and I save this as "Walls in black", and save.

Then I go to Project1.rvt and do Manage > Transfer Project Standards > Project2.rvt > Check none > View templates. ok/ Then, I check, and, yes, the "Walls in black" view template was transferred. Then I apply this template to my Project1.rvt floor plan where my walls have no fill, using View > Template > Apply template to current view > "Walls in black" > and the display of my walls changes, as expected.

[bwinterscheidt]

Alfredo,

Is this set up in your file as a Model cateogry override, or done with a Filter?

In my case, I have a Filter set up that applies this same concept to walls, doors, columns, roofs, floors, etc. all in one step.

I am following the same process, and don't have trouble with V/G Overrides Model (as designated in the View Templates dialog), but V/G Overrides Filters don't seem to transfer.

[bwinterscheidt]

If it were as simple as moving this one filter across, I'd just recreate without hesitation...

But I have at least 6 View Templates that I'd like to transfer, with 6-10 filters each, to accomplish various graphic outputs.  It will be time-consuming to recreate...  And then I'll need to do it again to put them in our template.

[Alfredo_Medina · Accepted solution]

Brian, my test was with a regular VG setting with an override from the model categories tab. Filters is a separate item in the Transfer Project Standards list, apart from View Templates. Did you check filters also before doing the transfer?

[bwinterscheidt]

The filters themselves already existed in my new project, so I had not initially transferred them when I did the View Templates.

Trying anew, transferring both at the same time *does* bring across the View Template's filter overrides!

This process created duplicates of the filters because I didn't delete the existing ones first, but, this is a quick fix.

Thank you!

[iamian33]

Greetings.

I have been searching for help on this same issue.  However the steps listed here have not resolved my issue. 

The file I am trying to transfer from is a Central Model.  It had several CAD files linked into it.  Here are the steps I have taken so far. 

• I have detached from central and linked the detached model into a new file.  Bound and ungrouped to make the elements live. 
• I have deleted all elements from the (linked) model
• I have removed all CAD links
• purged /audited the model
• deleted all unnecessary views

At each of the above steps, I attempted to transfer the view templates and filters.  The filters transfer to the new file but never the view templates. 

There are several view templates that I would like to transfer to our next model AND transfer into our new company template model.

I am stumped.  Because this is a Central Model, I cannot save it as a template file.  View Te,mplates are a key component to our View Management strategy.  I would hate to have to document and recreate all these templates, again. 

If anyone can offer additional assistance I'd be quite grateful. 

Ian Shafer

GHMA