Join Eric Wing for an in-depth discussion in this video Starting a project using Revit templates, part of Revit 2021: Essential Training for MEP.
Let's start a new project, shall we? This simple task is the underpinning of our work flow. Making sure you're starting your project with the correct template is crucial to your experience as the project progresses. 'Course, different companies are going to have different templates that are going to be used. For the benefit of this course, however, we'll be using the default Revit electrical template that comes with the software. The basic MEP templates are loaded as a default when you install Revit. The objective of this video is to find the correct templates needed to get started. And take a quick look at the Revit interface. So, to get started, let's jump into Revit, of course. This is what's called the home screen. Notice that on the left panel, we have "Models...", we have "Open...", and we have "New...". I am interested here in clicking on the "New..." button. This will bring up our new project dialogue and we can choose a template file, here. Nine times out of ten, or ninety-nine times out of a hundred, you're going to create a new project. If we really wanted to create a new template, we click "Project Template", and start with the defaults here. But let's make sure we have it clicked on "New Project". If we don't see the template file we want here, we can click "Browse...". This puts us into a default folder, which in my case I have "English_I", for imperial. Now, I have all of my templates here. If we go up a level, notice that it's broken down per region. And we also have "US Metric". I will be switching back and forth between US "English_I" and "US Metric". But in this case, I am going back to last folder, I'll grab "Electrical Default", I'll click open, then I'll click "OK". When Revit opens up a new model, it lands on a default view. This default view is 1-Lighting. Which makes sense because we used the electrical template. Down here in our project browser, notice that we have "Views", set by discipline, electric lighting, we are in "1-Lighting". We can scroll down under "Power", "Floor Plans", let's double-click on "1-Power". Now if we notice, we have a "Systems" tab. Click on "Systems", and we have an electrical panel, with a bunch of electrical icons on it. Click "Cable Tray". Now we have a width is twelve by four, or 3-0-5 by 1-0-2. We can pick a point here, pick a point here. If we pick a point above it, notice that it's going to put in the fittings. If I hit escape a couple times, I can exit the command. But notice here that the fittings are added. They would not be added if we weren't using the right template. It's not only are the correct views set up in our template, but the actual physical correct parts are set up in our template. We're going to explain all this in future videos. I'm going to delete this, that way it doesn't get in the way down the road. By doing that, I just pick a big giant box around the whole thing, and I hit delete. Let's save this file somewhere that makes sense to you. So I'll click the save button. I certainly don't want to save it in "English_I". So I'll browse to around keeping my exercise files. Now, let's call this "Electrical Project" under file name. Notice we have an "Options..." button, go ahead and click on that, "Options...". I just want to make one back up. What happens is, every time we click save, Revit will save a backup. We click save again, it ignores the backup just made and adds another one. We had a maximum of three, so each saves will be a snapshot in time. I haven't found that to be very useful, so I'm just going to bump that down to one backup. I'll click "OK". I'll click "Save". Okay, that's it, we're ready to start a new project.