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checklist for revit template creation

Project Information

Define project scope and requirements

Create project folder structure

Set up project units and coordinates

Define project phases and parameters

Revit Template Setup

Define project units, disciplines, and templates

Create project browser organization

Set up project parameters and schedules

Create project standards for families and materials

View Templates

Create view templates for different views

Set up view settings for consistency

Define graphic standards for line styles and colors

Create annotation standards for text and dimensions

Family Creation

Create standard families for common elements

Define parameters and constraints for families

Set up shared parameters for consistency

Create custom families for project-specific elements

Project Standards

Establish naming conventions for elements

Define material standards for consistency

Set up annotation standards for symbols and tags

Create detail standards for drafting and detailing

Quality Control

Review project template for completeness

Check for consistency in standards and settings

Test template with sample project files

Get feedback from team members for improvements

Documentation

Document template creation process

Update template documentation as needed

Share template with project team members

Provide training on template usage.

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