https://forums.autodesk.com/t5/revit-architecture-forum/best-workflow-for-applying-a-template-to-external-models-in/m-p/13060668#M11523 <P>I currently have a Revit template developed for my company, which I need to apply to all models we receive (created by external parties). This template contains sheets with all necessary settings for exporting a set, and due to confidentiality reasons, it cannot be shared.</P><P><BR />My question is, what is the best workflow in this case?</P><UL><LI>Transfer project standards to the model received by external parties?</LI><LI>Link the received model to a new project with the template applied, bind it, and ungroup?</LI><LI>Copy and paste the received model into a new project with the template?</LI></UL><P>I've found similar questions, but they are quite old. I’m wondering if there’s a more concrete recommendation nowadays.</P><P>&nbsp;</P><P>Thanks!</P> Wed, 02 Oct 2024 19:50:06 GMT deborahsdieguez 2024-10-02T19:50:06Z https://forums.autodesk.com/t5/revit-architecture-forum/best-workflow-for-applying-a-template-to-external-models-in/m-p/13060668#M11523 <P>I currently have a Revit template developed for my company, which I need to apply to all models we receive (created by external parties). This template contains sheets with all necessary settings for exporting a set, and due to confidentiality reasons, it cannot be shared.</P><P><BR />My question is, what is the best workflow in this case?</P><UL><LI>Transfer project standards to the model received by external parties?</LI><LI>Link the received model to a new project with the template applied, bind it, and ungroup?</LI><LI>Copy and paste the received model into a new project with the template?</LI></UL><P>I've found similar questions, but they are quite old. I’m wondering if there’s a more concrete recommendation nowadays.</P><P>&nbsp;</P><P>Thanks!</P> Wed, 02 Oct 2024 19:50:06 GMT https://forums.autodesk.com/t5/revit-architecture-forum/best-workflow-for-applying-a-template-to-external-models-in/m-p/13060668#M11523 deborahsdieguez 2024-10-02T19:50:06Z https://forums.autodesk.com/t5/revit-architecture-forum/best-workflow-for-applying-a-template-to-external-models-in/m-p/13060707#M11524 <P>For basic category management, such as on/off in views, you can use placeholder linked files in your template/projects to preset view template controls as well as applying filters. The placeholder allows you to configure each view template for a linked file that you will later replace with an actual file from a consultant. The changes you preset should be maintained for the <EM>new version</EM> of the placeholder.</P> <P>&nbsp;</P> <P>However if you override the RVT using By Linked View you won't find that to be stable. The more you can control the RVT link at the <EM>top level</EM> of category control (hosts settings) the more reliable it will be.</P> Wed, 02 Oct 2024 20:10:11 GMT https://forums.autodesk.com/t5/revit-architecture-forum/best-workflow-for-applying-a-template-to-external-models-in/m-p/13060707#M11524 SteveKStafford 2024-10-02T20:10:11Z https://forums.autodesk.com/t5/revit-architecture-forum/best-workflow-for-applying-a-template-to-external-models-in/m-p/13060795#M11525 <P>Thanks a lot&nbsp;<a href="https://forums.autodesk.com/t5/user/viewprofilepage/user-id/412563">@SteveKStafford</a>&nbsp;!</P> Wed, 02 Oct 2024 20:34:51 GMT https://forums.autodesk.com/t5/revit-architecture-forum/best-workflow-for-applying-a-template-to-external-models-in/m-p/13060795#M11525 deborahsdieguez 2024-10-02T20:34:51Z https://forums.autodesk.com/t5/revit-architecture-forum/best-workflow-for-applying-a-template-to-external-models-in/m-p/13061042#M11526 <P>I'm not really clear on the objective here. You want to template an environment in which to bind/ungroup links and manage the aftermath?&nbsp; &nbsp;&nbsp;</P> Wed, 02 Oct 2024 22:43:43 GMT https://forums.autodesk.com/t5/revit-architecture-forum/best-workflow-for-applying-a-template-to-external-models-in/m-p/13061042#M11526 Quinnitecture 2024-10-02T22:43:43Z