View Template ,Temporary views and filters in Revit MEP projects

[Anonymous]

So I left one place and came to a new company for the location.  They are a bit different with their Revit Standards, the main issue I’m having is with visibility graphics.  They use filters instead of differing worksets in plumbing I’m used to particular pipe (waste, storm, domestic) being specific colors and on specific worksets for each.  They also use single line and I’m used to seeing in fine detail.  Unfortunately, in order to see what I need I have to go to each view, duplicate, rename for myself, then change the color of each filter along with the detail level and visual style. They don’t allow changes to their templates or work on their sheets, so I use temporary view.  They prefer I duplicate each view and then do what I want, but they have dozens and dozens of views in each project.

My question:

Is there an add-in or work around to changing filter colors and other view graphics on only my machine?  I want to be able to open a sheet or view click a button and it has my previous settings without permanently changing the view graphics or printing that way on a sheet.   

I know I can turn on temp view, but again I can’t save the settings because of their rules.

Thanks

title renamed for clarity by @Viveka_CD

[barthbradley]

Why not just use custom VTs like they suggested?  It's pretty common.  

[Anonymous]

They don't allow changes to view templates, but they prefer that I duplicate working views and make changes to the copied view.  There are over 50 views in this one half of our project so I'd need to copy each one add my initials to the view name and then make the necessary changes (filter colors etc.) to each one.  Is there not a way you can open each view click a button that will act as a temporary view with your preferred changes and it only apply to your machine plus not creating a new view template?  It takes time to open temp view or duplicate and make changes every time I open a view.  Or is this a lost cause and I just need to learn to look at single line in these random colors?

[ToanDN]

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@Anonymous wrote:

They don't allow changes to view templates, but they prefer that I duplicate working views and make changes to the copied view.  There are over 50 views in this one half of our project so I'd need to copy each one add my initials to the view name and then make the necessary changes (filter colors etc.) to each one.  Is there not a way you can open each view click a button that will act as a temporary view with your preferred changes and it only apply to your machine plus not creating a new view template?  It takes time to open temp view or duplicate and make changes every time I open a view.  Or is this a lost cause and I just need to learn to look at single line in these random colors?

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No.  Any changes you made will affect other users working with the same model.  The only way is create a tmplate project with all the filters with the same name with the project's filters, but follow your own standards; do a save as of the model to a different file and transfer project standards from said template to override the filters.  Nevertheless, I suggest you get used to the company standards if you want to work with them for more than a few paycheck periods.

[Viveka_CD]

Hi @Anonymous

Welcome to the Autodesk community! I see that you are visiting for the first time! 

Apart from the useful tips shared by @ToanDN and @barthbradley please see links in this article: 

• View Filters for Pipe Systems
• Select a Temporary View Template
• About Controlling Visibility and Graphic Display of Elements Using Filters
• view filters
• Tip: Defining Systems Visibility Through Filters
• Changing Piping System Classification in Revit MEP
• Setting Up Filters in Revit MEP

If you find posts have helped with your issue, please click on 'Accept as solution' to help others with similar questions. Likes welcome!

Regards,

[barthbradley]

Well, first, I don't know what you mean by "act like a temporary view".  There's no such thing. But, you can duplicate an existing view and use it for your sandbox -- with or without  a VT.  Sounds to me though, like you have a specific way would like elements represented in your sandbox  -- hence, create your own custom "Sandbox" VT.   But, all in all, it seems you would be better off just acclimating yourself to the company's way of doing things -- learn to be productive using their tools, not your own. 

IMO 

...Now I understand you. Sorry. Past my nap time. 

[Anonymous · Accepted solution]

This company is planning to get into the contract field I came from which is partly why they hired me, eventually their standards will need to change to match what is the expectation for those customers, so I guess you can say what I'm used to is what is correct, not my own. However I'm a small part in a larger entity for the time being, I guess the simple answer to my original question is, no.  Thanks to everyone for your responses.

[barthbradley]

Well, congratulations on your new job.  Maybe in time you'll bring them around to doing it the "correct" way.   Good luck! 

[RobDraw]

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@Anonymous wrote:

I guess you can say what I'm used to is what is correct

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Nope, and don't expect things to go there either. Preferred workflows can vary quite a bit.

I think that you might be misunderstanding their requirements.

Yes, it is totally understandable to not change any settings in the documentation views templates. They should be static. I would think that they would allow you to have your own separate working views and view templates set the way that you like. I've worked in that type of environment for many years and it works very well. If you are really not allowed to save these in the project, which I doubt, that would be detrimental to the project's bottom line having to re-set up your working views every time you open the project.

Applying view templates with the temporary view properties is one of my favorite tools for this type of environment. It allows one to apply a view template to a documentation view without fear of altering the permenent V/G settings for the document.