Does anyone have a best practices or a good method for integrating incremental updates to families back into the project template?
Commonly, through the design process, the families are improved based on need. Sometimes these improvements are saved back to the 'standard' family file, sometimes they are saved to a project specific family file, and sometimes they are loaded into the project and not saved.
Time is lost when starting a new project that has families that have not been updated. Either the updated family needs to be loaded or the family is 're-improved'. Is there a way to compare any family info of the template.rvt with the individual family.rfa? The only way that I could think of is a search with file explorer for recently updated files and drag/drop the individual updates into a open template.rvt.
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You can export all families loaded in your newest project as rfa files then bulk load them to your template from insert tab then load family.
Mostafa Elashmawy
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@chughes hi ![]()
You do not need to load everything into the project template, only the basic families, system families and derivatives of system families (ex: some special wall type which you use on every project). All other Families treat similar to Material...add them to a shared/common repository...you do not need to maintain them in 3 different places! (In the project, in the template and wherever they reside on the shared drive)
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We treat the template as a skeleton, and we don’t have all the families in the template that we will ultimately use. We do load the families that we use on 90% of projects in the template. However, we are continually tweaking and improving those '90%' families for better appearance or more flexibility, etc etc. as we move through successive projects. It’s the 90% that I would like to be able to update and stay on top of.
There is a methodology to the 3 location process. The 'shared drive families' are the 90% families + other 'standard' families that are loaded as needed for projects. The 'shared project families' are families that are modified for project specific needs that *may* be considered for inclusion into shared drive families or are families that are derivatives of a family already in the project . The 'one-off project families' that are not saved are families that have wonky changes that are highly project specific and are unlikely to be needed for other projects.
This may just need to be a manual process that takes a morning each quarter to review changed families and implement them one by one back into the template.
I have explored that feature in the past. It is great for teasing out all the families, but man it is a hot mess, too. Lots of items to review. It is the most thorough was do do it and the best way to discover families that you forgot about.
Unless you want to open each family and compare if and what changed, it can be automated using a batch routine and dynamo...
I am using something similar to sort out families into subfolders on the shared drive with pretty much basic script that looks up, renames and relocate families based on date modified and naming convention. You can use Dynamo to load them up into the template.
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