Here are some time-saving tips to automate tasks, which can save you endless hours during a project.

1. View Templates

We all know they’re important and it’s an obvious topic, but it’s fundamental to consistency, project organisation and opens the gate to lots of time-saving tricks, such as:

Easy Project Browser organisation

Set up a couple of Project Parameters for Views and Sheets (e.g. ‘Package’ and ‘Series’), then sort the Project Browser by these parameters.

By populating these parameters within View Templates, your Project Browser organises itself. Just assign the View Template and your View will appear in the correct location.

Filtering Sections and Callouts

Another irritating part of Revit is having to hide Sections and Callouts in Views you don’t want them to appear. Some users opt for adjusting the ‘Hide at Scales Coarser Than’ setting, but this only solves part of the issue…

With your View Template already applying the ‘Series’ parameter you created, set up a Filter for each ‘Series’ and set them to on/off in the View Templates. Assign the View Template and the rest will be taken care of.

Default View Template

This can be set for each View Type, so that any new View has a View Template automatically applied.

If you haven’t set these already, you’ve probably experienced Revit locking up while it tries to display every element of every category, and any linked models in the new View. Set the default View Template to avoid this.


2. Materials & Object Styles

Joining geometry in Revit is essential for preventing unwanted lines in section views. For example:

Not joined Geometry: IMG_0345

Joined Geometry:


For two elements to be joined, they need the same material applied. For a typical structural RC frame building, all families under the following Categories should have the same material set – Floors, Walls, Structural Columns, Structural Framing, Foundations and Stairs.

Additionally, the projection, cut and hidden line/face patterns and weights should be set to the same values in order to display a true monolithic appearance.


3. View Titles

With every new View placed on a Sheet, the line within the View Title needs to be adjusted to the desired length. This is another task which can be automated if you know how. Here are three options:

1. the line can be switched off by default, and therefore needs no adjustment.

2. the line can be switched off and several additional lines can be added to the Family at different set lengths, e.g. ‘Short’, ‘Medium’ & ‘Long’, with visibility parameters, to appear depending on the Type selected.

3. the Title can be Set to ‘ Underline ‘ in the Family – therefore the line always adjusts to the correct length.


4. Logical Naming

For Families, use a logical, consistent naming system which sorts them appropriately in the Project Browser – such as short codes followed by a description.

i.e. a Structural Framing Tag Family could be called  TG_Structural Framing.rfa

Or a Generic Model Manhole Family could be called  GM_Manhole.rfa

For Linestyles, create them to match the Element Object Styles or the Material, don’t name them as ‘Pen 1, Pen 2, Pen 3’. This avoids the wrong line type being used. Overrides can be managed in the View Templates.

Adopting a logical naming format throughout your Template will help you find what you need more quickly.

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