I use the following "policy, which I sometimes violate if needed:
- I store standard 2-D details in a separate project (along with schedules). There i maintain them. those are details that always will be the same (i.e. how a pump and valves are piped). if they are needed in a project, i copy them over to that to the project and place them on the sheet. i do that very late in the design to ensure it is the latest iteration of the detail (I tend to change things a lot)
- Details only needed for a specific project (i.e. how to mount a specific device only used here), I create in that project. typically a 2D detail.
- Detailing a model (i.e. an actual section view of a project) is my last resort and I do at the very end. Because if that model changes, that detailing has to be be corrected. A 2D detail would be a bit more generic or general, a detail in nan actual section view would be very specific and detailed. My design is mostly MEP, not architectural. In my case a written note often is all I need. YMMV.
Goal is not to duplicate work. If a detail has a chance to be useful elsewhere, it will be 2D.
Revit Version: R2026.4
Hardware: i9 14900K, 64GB, Nvidia RTX 2000 Ada 16GB
Add-ins: ElumTools; Ripple-HVAC; ElectroBIM; Qbitec