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Forums >> Revit Building >> Technical Support >> Project Template

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Thu, Oct 28, 2010 at 2:47:16 PM | Project Template




Joined: Wed, Nov 11, 2009
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Let me start by saying I'm a new user of Revit.

I've been spending some time working in a project with two intentions.  

1 - to familiarize myself w/ the program 

2 - to create a template to use for our first real revit project.

As I've become more familiar w/ Revit, I've gone to great lengths to setup what I think is a pretty decent template.  Wanting to learn about Worksharing, I enabled worksahring on this project.  Little did I know, at the time, that once enabled, you cannot save as a project Template.  DOH!!

So now I'm at a point where it looks as though I need to start from scratch to create the template I had going w/ the original project that is now workshared.

Multiple questions:

1 - Is there a way to remove the worksharing so that I can convert this to a template?

2 - If not, is there a way to easily migrate ALL of the content in the original project?  I've used the "Insert From File" command and the "Transfer Project Settings" command which both only go so far.

3 - Could I "Save As" the original project and use for the new "Real project" and bypass the need for a template? 


Any feedback would be greatly appreciated.



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Thu, Oct 28, 2010 at 3:10:57 PM | Project Template



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Joined: Fri, Apr 14, 2006
584 Posts
4.5 Stars: 9 Votes

Don't feel bad, I did the very same thing.

Answers to Questions:

1. No, once you make a project workshared it will always be workshared.

2. Transfer project standards will transfer all settings, system families, and things like that but it won't transfer loaded families or other inserted content. They will need to be loaded seperately.

3. Yes you can use saveas to create new projects from a workshared one, but remember you will need save each new project as its own central file, otherwise you will be making local copies of the original. It really depends on how careful you are when setting up new projects. I have personally decided not to use this method because there is to much room for error. There will be many people in my company setting up new projects.  

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Thu, Oct 28, 2010 at 3:20:34 PM | Project Template




Joined: Wed, Nov 11, 2009
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Good to know I'm not the only one to do that.

For now, we will only have 4 people working in Revit.  Seems like we should be able to manage the "Save as" method for now.  Eventually though, we have about 30 users and I can see how that will leave room for error(s). 

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Thu, Oct 28, 2010 at 3:50:06 PM | Project Template




Joined: Wed, Oct 7, 2009
654 Posts
4 Stars: 7 Votes

I've done something similar (got a little happy with the delete key and permanently erased not only the junk backups but also the original template), and after an initial period of banging my head off my desk, I came to the conclusion that it's not nessesarily a bad thing. Yes, I had to recreate the template, but it forced me to do something that I had been putting off, that is clean up the template. There was a few things missing, and a few things that needed to be loaded, but I just never got around to it. So now I have a much better template file to work with. I would reccomend just biting the bullet and making a new template. It likely won't take as long as you're thinking.

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