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Thread: Documenting the Revit Template

  1. #1
    Member kpcarch's Avatar
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    Documenting the Revit Template

    Our templates have become larger and larger. Does anyone have any tips to properly document what is in the template? Ways to output relevant info to excel or a database? When we rebuilt our template for 2013 we found it difficult to systematically re-build all the features of our 2012 template. I envision some kind of checklist, but am not sure of which approach to use. If I could export the whole thing to an excel sheet or database, I could then edit out unnecessary info and build a document that way, or, I could print out every page, type property, family.......and document the template manually/visually (this seems like it would take longer that building the template).

    Any ideas?

    Thx,

    Kevin

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    Moderator cellophane's Avatar
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    Ideate has a couple tools that might work, although they are pricey.

    Ideate Explorer

    There are also some spreadsheets floating around that people have created:

    http://www.revitforum.org/architectu...anagement.html
    http://www.revitforum.org/tutorials-...ct-styles.html

    They would still mean some legwork but at least the spreadsheet is already setup.

  3. #3
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    "Mark Twain"
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    I use Evernote for it... Easy to share, easy to set up. Simply made a note per item (used Aaron's template for building a template (), and then added some of my own to it.
    I attached all documents (sp-file, keyboard shortcuts, customized revit ini, excelsheet with all possible customisations, and so on and so forth).

    And yes, it will take longer to setup then the actual template. But imho a template is more then object styles...

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    Forum Co-Founder Twiceroadsfool's Avatar
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    Mine is a Word document. Which is also Copied and Pasted in to a drafting view IN the template. That way you can tell what version someone had WHEN they started the project.... 6 months after the fact. Simple and effective.

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    "Mark Twain"
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    Quote Originally Posted by Twiceroadsfool View Post
    Mine is a Word document. Which is also Copied and Pasted in to a drafting view IN the template. That way you can tell what version someone had WHEN they started the project.... 6 months after the fact. Simple and effective.
    Unless some douche deletes it...lol
    That would be one hell of a drafting view btw. I do have a version number, but it's part of my preloaded titleblock as an invisible parameter with a link to the corresponding template description

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    Forum Addict gdoherty0102's Avatar
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    Quote Originally Posted by Twiceroadsfool View Post
    Mine is a Word document. Which is also Copied and Pasted in to a drafting view IN the template. That way you can tell what version someone had WHEN they started the project.... 6 months after the fact. Simple and effective.
    I agree with mdradvies on this too. Having this as a drafting view makes it susceptible to purging and deletion. I added a project parameter to Project Information in my template for both my template version and for my reference detail version. I have only recently added this for 2013, so I am not sure how this works in practice yet...but in theory I like it!!

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    Moderator cellophane's Avatar
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    Quote Originally Posted by gdoherty0102 View Post
    I agree with mdradvies on this too. Having this as a drafting view makes it susceptible to purging and deletion. I added a project parameter to Project Information in my template for both my template version and for my reference detail version. I have only recently added this for 2013, so I am not sure how this works in practice yet...but in theory I like it!!
    I've got a parameter for template version but as of yet do not have a document with changes made. The versioning works well, although it would work better if I had changes noted. I need to do that...

  8. #8
    Forum Co-Founder Twiceroadsfool's Avatar
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    Quote Originally Posted by gdoherty0102 View Post
    I agree with mdradvies on this too. Having this as a drafting view makes it susceptible to purging and deletion. I added a project parameter to Project Information in my template for both my template version and for my reference detail version. I have only recently added this for 2013, so I am not sure how this works in practice yet...but in theory I like it!!
    Worrying about deleting exists for both: A drafting view and a piece of Project Information (Project Parameter). Sure, we could have the discussion of "whats easier to delete," but at the end of the day, theyre both in a place that shouldnt be getting deleted regardless.

    Ive had it this way for3.5 years now, and i think its only been deleted once.

    Project parameter works too, as long as you have a list somewhere ELSE of what it relates to...

  9. #9
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    "Mark Twain"
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    Quote Originally Posted by Twiceroadsfool View Post
    Worrying about deleting exists for both: A drafting view and a piece of Project Information (Project Parameter). Sure, we could have the discussion of "whats easier to delete," but at the end of the day, theyre both in a place that shouldnt be getting deleted regardless.

    Ive had it this way for3.5 years now, and i think its only been deleted once.

    Project parameter works too, as long as you have a list somewhere ELSE of what it relates to...
    Just to be clear: I didn't use a parameter BECAUSE it would be easier to delete. I use a parameter because it seemed the easiest and cleanest at the time.

  10. #10
    Member kpcarch's Avatar
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    Hey! Thanks for the great replies. A couple questions:
    1. to: mdravies: What is an sp-file? "(I attached all documents (sp-file, keyboard shortcuts, customized revit ini, excelsheet with all possible customisations, and so on and so forth)"
    2. to: twiceroadsfool: how much granularity is there in your word doc? such as all items in the .xls for object styles as mention by mdravies? Also, do you add workflow descriptions to a detail view also?

    Thanks again.

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