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Creating Revit Templates

The Creating Revit Templates series teaches professionals how to build structured, reusable Revit templates that streamline modeling and maintain consistency across projects. Across two courses, participants learn how to set up essential project elements such as levels, grids, sections, elevations, and title blocks, then advance to configuring view templates, shared parameters, worksets, filters, and custom families. This series equips users to create construction-ready, organized templates that improve efficiency and enforce standards in any BIM workflow.

This live online series offers 2 four-hour courses. You can take both courses or just the one that meets your needs. Each separate course is delivered in 2 two-hour sessions. A live instructor explains the detailed functions and addresses questions as the class progresses.

Note: Instructor will present using Autodesk Revit 2026. Students who wish to follow along with instructor are encouraged to use the same version.

Prerequisite: Students should have a solid understanding of Revit or have taken the Revit for New Users course series. 

Recording: Registrants for a course will receive access to a recording of each session for 7 consecutive days. Access will start the next business day after the session ends.

Creating Revit Templates I

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4 hour course | 4 CPC/CEU credits

Efficient Revit workflows begin with well-designed templates. This course teaches how to set up templates with essential project data, levels, grids, sections, elevations, and title blocks. You will learn how to structure your design environment for consistent, productive modeling tailored to your project needs.

Session 1: The Basics

  • Understanding Templates
  • Determining the Project Type
  • Deciding what to add

Session 2: Starting a Template

  • Setting up Model Space
  • Creating Levels
  • Creating Grids
  • Setting up Sections
  • Elevations
  • Creating a Title Block

Creating Revit Templates II

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4 hour course | 4 CPC/CEU credits

This course builds on basic template skills to guide you through creating fully functional, construction-ready Revit templates. You will learn to set up view templates, shared parameters, work sets, filters, and splash screens, as well as organize custom families, tags, text styles, and detail components for consistent and efficient BIM workflows.

Session 1: Views and Parameters

  • Setting up View Templates
  • Creating Shared Parameters
  • Setting up Work sets
  • Working with Filters
  • Building a Splash Screen

Session 2: Custom Families Organization

  • Creating Tags
  • Text Types / Arrows
  • Detail Components
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