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Custom Revit template — sketch

CUSTOM Revit TEMPLATEBUILT AROUND YOUR TRADE

Every practice develops its own design methods. We design a fully customised Revit template (.RTE), the foundation of your BIM environment and guarantor of your practice's production quality, project after project.

// methodological foundation

CREATING YOUR CUSTOM Revit ARCHITECTURE TEMPLATE

Build a high-performing, consistent and lasting BIM production environment

A powerful piece of software alone does not guarantee quality BIM production. The real efficiency of Revit Architecture relies on a structured working environment, shared by all staff and perfectly suited to your practice's methods.

At CADatWORK Learning, we help architecture practices, project management firms and engineering offices design a fully customised Revit Architecture template (.RTE file), the true foundation of your BIM production method.

Our goal is not only to create a starting file.

We build with you a consistent, documented and scalable production environment, capable of supporting your business growth over the long term.

// why a custom template

WITHOUT A COMMON STANDARD, PROJECTS BECOME INCONSISTENT

Every Revit project involves numerous parameters that directly affect deliverable quality, team productivity and the reliability of BIM exchanges.

  • Families differ from user to user
  • Inconsistent parameters
  • Incomplete schedules
  • Variable IFC exports
  • Non-uniform graphic documentation
  • Time lost setting up new projects

A custom template standardises these practices and secures your entire production chain.

// consulting engagement · before configuration

SPECIFICATIONS BEFORE ANY CONFIGURATION

A template's success relies on a thorough understanding of your organisation. The engagement starts with an audit and results in functional and graphic specifications.

/01
Documentation organisation

Structure of your deliverables, view tree, sheets and publishing.

/02
BIM strategy

Levels of detail, BIM uses, project milestones and quality requirements.

/03
Naming conventions

Families, views, sheets, parameters — consistency across all projects.

/04
Graphic charter

Lines, colours, fills, title blocks and practice annotations.

/05
Modelling standards

Modelling rules by phase, categories and levels of development.

/06
IFC interoperability

IFC mappings, classifications and OpenBIM requirements.

// scope · Revit environment

A FULLY CUSTOMISED Revit ENVIRONMENT

Based on the validated specifications, we build a consistent, stable and scalable production environment.

/01
Project organisation

Project information, Project Browser, view tree, presentation sheets, view templates, publishing settings.

/02
Families & libraries

Custom title blocks, annotation families, trade families, system families and loadable families.

/03
Shared & project parameters

Shared parameters, project parameters, classifications and IFC parameters for a controlled reference set.

/04
BIM parameters

Schedules, quantities, materials, component library, model links, BIM collaboration.

/05
Graphic parameters

Object styles, line weights and styles, fill patterns, graphic materials.

/06
Views & filters

View filters, view templates, representation scales — consistency across all deliverables.

// graphic charter · built into Revit

YOUR IDENTITY APPLIED WITHOUT ANY EFFORT

Your graphic identity should no longer depend on manual settings. Every plan, section, elevation or detail automatically follows the practice's standards.

/01
Line styles

Line styles and weights standardised by category and use.

/02
Graphic objects

Consistent graphic representation of model objects and annotations.

/03
Title blocks

Practice title blocks with project parameters filled in automatically.

/04
Annotations & dimensions

Annotation, dimension and text families compliant with the charter.

/05
Symbols

Standardised and referenced library of trade symbols.

/06
Sheets & presentations

Ready-to-use sheet templates and presentations.

// a methodology built with your teams

A 5-STEP METHOD

Every practice has its own organisation, habits and trade requirements. That's why every engagement starts with a listening and analysis phase to build a Revit environment faithful to how you work.

// step 1Audit of your Revit environment

Our consultants analyse your current production methods:

  • Project organisation
  • Graphic standards
  • Families used
  • Shared parameters
  • Schedules
  • BIM workflows
  • Naming conventions
  • IFC exchanges
  • Coordination with engineering offices

This phase identifies the strengths of your organisation as well as areas for improvement.

// step 2Co-building the specifications

With your BIM leads and project managers, we precisely define the future Revit environment. The specifications describe in particular:

  • Template (.RTE) organisation
  • Project parameters
  • Units
  • Object styles
  • View filters
  • View templates
  • Shared parameters
  • Reference families
  • Annotations
  • Title blocks
  • Schedules
  • Sheets
  • IFC exports
  • Internal BIM rules

Each decision is jointly validated before production starts.

// step 3Revit template development

Our Autodesk Revit experts then build your working environment. The template is developed to include in particular:

  • Project parameters
  • Working views
  • View templates
  • Graphic filters
  • Automatic schedules
  • Dimension styles
  • Text styles
  • Title blocks
  • Shared parameters
  • Classifications
  • IFC exports
  • BIM conventions

Depending on your needs, we can also develop or organise your Revit family library.

// step 4Qualification and validation

Before delivery, the template is tested on projects representative of your activity. We check in particular:

  • Graphic consistency
  • Performance
  • Schedules
  • IFC exports
  • PDF publishing
  • Exchanges with other disciplines
  • Ease of use for the teams

Adjustments are made before final validation.

// step 5Rollout in your practice

The engagement ends with the go-live of the new Revit environment. We support your teams to ensure rapid adoption of the new standard:

  • Template go-live
  • Onboarding support
  • Documentation of internal rules
  • Dedicated user training (optional)

If needed, we also run dedicated user training built directly around your custom template.

// our delivery process

FROM AUDIT TO SUPPORT

  1. // 01
    Audit
  2. // 02
    Specifications
  3. // 03
    Template development
  4. // 04
    Validation on pilot projects
  5. // 05
    Delivery & support

Each step involves regular exchanges with your teams so that the final result matches your working methods perfectly.

// deliverables

WHAT YOU RECEIVE AT THE END OF THE ENGAGEMENT

Your Revit template (.RTE)

The official file serving as the starting point for all your future projects.

The functional specifications

Document detailing all the technical and methodological choices validated with your practice.

Your family library

Organisation, creation or rationalisation of your Revit families according to your internal standards.

Shared parameters

Structuring of the parameters needed for schedules, BIM exchanges and IFC exports.

Graphic standards

Object styles, annotations, filters, title blocks, views and sheets compliant with your graphic identity.

Evolution recommendations

Maintenance guide to sustainably evolve your Revit environment with new Autodesk versions.

Team training (optional)

Training based directly on your template to speed up its adoption by users.

// benefits · return on investment

BENEFITS FOR YOUR PRACTICE

Implementing a custom Revit template is a major lever for improving BIM performance.

/01
Consistent practices

Standardise the practices of all staff.

/02
Project preparation

Reduce the preparation time of new projects.

/03
Graphic quality

Improve the graphic quality of deliverables.

/04
IFC & OpenBIM exchanges

Secure IFC and OpenBIM exchanges.

/05
Modelling reliability

Limit modelling errors.

/06
Families & parameters

Standardise families and parameters.

/07
Onboarding

Speed up the integration of new staff.

/08
Conventions & ISO 19650

Ease compliance with BIM conventions and the ISO 19650 standard.

/09
Capitalisation

Sustainably capitalise on your practice's know-how.

// gallery · previews

TEMPLATE PREVIEWS

Non-contractual illustrations of the main elements configured in the Revit template: project organisation, trade families, graphic charter, schedules and view templates.

Structured Revit Project Browser: views, sheets, families and schedules
// project organisation
Project Browser

View tree, presentation sheets, view templates and publishing settings configured to match your documentation organisation.

Revit family palette: doors, windows, walls, columns and annotations
// families & libraries
Trade families

Title blocks, annotation families, system families and ready-to-use loadable families to standardise production.

Revit object styles and line weights
// graphic charter
Object & line styles

Object styles, line weights and styles, fill patterns and graphic materials aligned with your practice's charter.

Revit schedules and quantities
// BIM parameters
Schedules & quantities

Shared parameters, project parameters, classifications and IFC parameters for reliable schedules and quantities.

Revit presentation sheet with title block and scale
// sheets & title blocks
Sheets & title blocks

Custom title blocks, sheet templates and presentations: printed documents and PDFs compliant from the first output.

Revit view template and visibility filters
// view templates
View templates & filters

View templates, graphic filters and representation scales: consistency across plans, sections, elevations and details.

// why choose CADatWORK Learning

A PARTNER, NOT JUST A CONFIGURATOR

For more than ten years, CADatWORK Learning has helped architecture and construction professionals structure their BIM methods around Revit Architecture.

Our expertise covers the entire production cycle, from auditing practices to training teams.

  • Practice audits
  • Defining BIM standards
  • Revit template design
  • Structuring family libraries
  • Creating shared parameters
  • Optimising IFC exchanges
  • BIM assistance
  • Methodological support
  • Team training
// a strategic asset

TURN YOUR Revit TEMPLATE INTO A STRATEGIC ASSET

Our ambition is to make your Revit template much more than a simple starting file: a genuine technical, graphic and methodological reference, guaranteeing the quality, consistency and performance of each of your BIM projects.

// frequently asked questions

Revit TEMPLATE: YOUR QUESTIONS

What is a custom Revit template?

+

An .RTE file gathering all the parameters, families, views, materials, graphic styles, schedules and production rules of the practice, so that every new project starts on perfectly controlled foundations.

What methodology does CADatWORK Learning apply?

+

A five-step method: audit of practices, specifications, template development, real-condition validation with your BIM leads, then rollout, documentation and user training.

Should we start from an existing template or a blank project?

+

In line with Autodesk best practices, we favour creating a new template from a blank project matching your Revit version, rather than migrating a legacy template — for a clean, stable and lasting environment.

Does the template include IFC export parameters?

+

Yes: shared parameters and project parameters, IFC mapping, classifications and property sets are configured in the template for consistent OpenBIM exports from project kick-off.

What concrete benefits for the practice?

+

Faster project kick-off, consistent graphic production, stronger deliverable quality, fewer modelling errors, reliable schedules, improved BIM collaboration and simplified IFC exchanges.

// parlons de votre projet

A Revit template
ready for production.

Families, schedules, view types, shared parameters: we build the Revit template matched to your processes. Stéphane Dussol answers you directly.