Save AsTemplate...

[engr_mondo]

Is there a way to create template out of existing project when File>SaveAs>Template is greyed out?

[kathryn.langan]

Hi Mondo,

If the Template option is grayed out, I'm assuming it's because Worksharing was enabled. Unfortunately it is not possible to create a template file from a workshared project.

Some options from this point would be:

To transfer as much data as possible into a non workshared file, and then save that file as the template:

Link the other project in, Bind the link, and ungroup the group that results from the bind. This should bring all of the geometry from the other file into the new one.

Use Manage > Transfer Project Standards to transfer any additional family types, line weights, materials, view templates, and object styles into the new file.

To copy Legends from one project to another:

• Open the project.
• Open the Legend view.
• Note the name and scale.
• Copy the objects from the Legend to the clipboard.
• Open the other project.
• Create and name a new Legend.
• Adjust the scale.
• Paste from the clipboard.

To copy schedules, reports, drafting views, and drafting sheets that do not contain model views:

• Go to the Applicaion Menu > Save As > Library > Views.
• Select the desired views from the list. This will create a Revit project that has these views saved, and these views can be imported into another project.
• In the other project, go to Insert > Insert from File > Insert Views from File.
• Select the project that contains the views you want to insert, and click Open.
• All the views that are saved with the project display in the Insert Views dialog. Select the views to display from the drop-down list.
• Check the views you would like to insert, and click OK.
  (Note: For schedules, only the schedule's properties will be copied to the new project. The data in the schedule will be updated to reflect the new project's current state).

You can also Copy elements to the Clipboard and Paste them into the new file.

Another option would be to use this project as a template without saving it as an RTE. Instead, open the file, and use Save As to save it as a new Central to start a new project.

I hope this helps!

[Andy.Ion]

You can open the model detached, and discard worksets. Then you can save-as a project template.

Effectively, you can't have your template drive workset related items, which is really a drop in the bucket in the grand scheme of time savings you'd get out of a proper template.

The Autodesk solution above is...kind of absurd with so many hoops to jump through, unless I'm missing something.

[ToanDN]

Create a (template) project, RVT not RTE with all the worksets you want, then Save As to a new Project file when you need to create a new Project.

The official RTE has zero benefit other than a dialog box asking you to waste your time.

[kaloyan.tomov]

Yes it is completely absurd I think. That's what I would do. Discard worksets.