Creating View Templates and Guide Grids in Revit for Consistent Sheet Layouts

Setting Up View Templates and Guide Grids in Revit for Sheet Consistency

Discover how to optimize your drafting process by creating a custom view template in Autodesk Revit. This instructional guide details the process of creating and applying a view template, adjusting the view range, setting the detail level, and properly aligning plans across multiple sheets using a guide grid.

Key Insights

  • The process of creating a view template in Revit involves right-clicking on the desired sheet view and selecting 'create view template from view'. Once created, it must be applied to the view under 'view template'. Changes, such as adjusting the top view to 12 feet, can be made within the view template.
  • Detail level in the view template can be modified to change how systems are represented in the diagram. For instance, changing the detail level from 'fine' to 'medium' can turn a system into a single line diagram.
  • To ensure plans are in the same location on each sheet, a guide grid can be created and used in conjunction with a reference plane. This reference plane, created from a corner or grid intersection, can then be aligned with the intersection of the guide grid, ensuring accurate and consistent placement across sheets.

Note: These materials offer prospective students a preview of how our classes are structured. Students enrolled in this course will receive access to the full set of materials, including video lectures, project-based assignments, and instructor feedback.

The other thing I want to go ahead and do, so we want to create our view template off of this. So what I'm going to do is under this plumbing two sheet view, I'm going to go right click. I'm going to go to create view template from view.

What I'm going to go ahead and name this is I'm going to go ahead and name this PLU, let's see, plum floor plan. Okay, so I've created a view template based on this and I hit okay, but I haven't applied it to this view. So you need to make sure you come once you create that view template, you need to make sure you come to view template, plum floor plan, apply.

Okay, it's not going to change anything. If I go to my plumbing one sheet view, I'm going to come here view template, plum floor plan, apply. Okay.

And you can see it kind of changed it, but we have some issues. So what's happening is our view range is not really set up properly. So I'm going to go into my view template.

I'm going to go to my view range. Let's change the top of this to go ahead and be Oh, 12 feet. And let's see here.

Learn Revit MEP

  • Nationally accredited
  • Create your own portfolio
  • Free student software
  • Learn at your convenience
  • Authorized Autodesk training center

Learn More

Let's see if that fixes it. That should fix it. And there we go.

So 12 feet works perfectly. So that will also since we changed it in the view template, it's going to work for both of these. The other thing we may want to go ahead and do is under this plum floor plan, we want this to represent not necessarily as these lines, but we want it to be a single line diagram for the documentation purposes.

So under my plum floor plan, I'm going to change my detail level. Instead of being fine, I'm going to set it to medium, I hit apply. And I hit OK.

And you can see my set my system has now become this single line diagram. Great. I'm going to go ahead CTRL S and save.

Let's go over to our sheets again real quickly. Once it finishes saving, it's just taking a moment to save back. The other thing that we want to go ahead and do is I want to make sure that these plans are in the same location on each sheet.

And the best way to accomplish that is going to be to create what we call a guide grid and using a corner of the building or a grid intersection to go ahead and place that. So since we don't have grids, we can use the corner of the building. But what I'm going to go ahead and end up doing is I'm going to go up to view, I'm going to go to guide grid.

I'm going to create a new guide grid and name it overall. And this is a great practice regardless of what trade or discipline you're in. This is a great practice that I highly recommend everybody use.

So you get this grid that pops up, and you can drag it around. And then we can say, OK, now I can't select this corner because I don't have any grids. But what I'm going to end up doing is I'm going to come into here, I'm going to double click.

And I'm going to create a reference plane from this corner out and this corner out. So I just have a little intersection right there. I'm going to deactivate the view.

What I can do now is I can go MV. And now I can select that endpoint of that reference plane and take it, say, the internet intersection of my guide grid. What I'm going to end up doing here is I'm going to actually constrain my guide grid down.

So that is the only intersection that I can see. There we go. Make sure you get your view title in the proper location.

So there's that. I'm going to go to my second floor plane. Now I need to turn on the guide grid.

I've already created the guide grid. I now need to turn it on. So here in the properties of the sheet, I'm going to go here to guide grid overall.

I'm going to go ahead and go move and grab the view, grab that endpoint where those reference planes are, and move it there. Again, make sure your view title is set properly. There we go.

I'm going to go ahead and control S, save the file. And there we are. In the next video, we'll come back, we'll print it out, and we'll begin with the midterm.

See you then.

Tyler Grant

Revit MEP Instructor

Tyler Grant is a BIM Manager a Delawie. A dedicated, goal-oriented, and experienced architect. Tyler has managed multiple design/build BIM projects from inception to construction completion, through all phases. Technology-driven and experienced educator to train and instruct users, both novice and advanced, in the workflow and processes of the modern architecture, engineering, and construction field. 

More articles by Tyler Grant

How to Learn Revit MEP

Master Revit MEP, Autodesk’s powerful tool for mechanical, electrical, and plumbing systems, with hands-on, professional training.

Yelp Facebook LinkedIn YouTube Twitter Instagram