How to Create and Apply View Templates in Revit
Eight steps in Revit, or one sentence in Mira.
Do it with MiraOn the View tab, open View Templates and click Create Template from Current View, or duplicate a template in Manage View Templates. Assign it with the View Template property to link and lock a view's settings; Apply Template Properties copies them once.
Or, just ask Mira to assign a template to every plan that doesn't have one.
How to do it in Revit
Step 1: Create a template from a view you've set up
In the Project Browser, select the view whose settings you want to keep. Click View tab › Graphics panel › View Templates › Create Template from Current View, or right-click the view and choose Create View Template From View. Name it in the New View Template dialog and click OK; the View Templates dialog opens (Autodesk Help: Create a View Template).
Save as View Template in Graphic Display Options (under Visual Style on the View Control Bar) also creates a view template from the current view.
Step 2: Or duplicate an existing template
Click View tab › Graphics panel › View Templates › Manage View Templates. Use the Discipline and View type filters to find a template of the right view type, since each type carries its own set of properties. Select it, click Duplicate and name the copy.
Step 3: Choose what the template controls
With the template selected, set the values under View Properties, such as View Scale, Detail Level, V/G Overrides Model, V/G Overrides Filters, View Range and Phase Filter (Autodesk Help: View Template Properties).
Clear Include for any property the template should leave alone: Revit won't override it when the template is applied, and it needs no value. In Revit 2027, Visibility/Graphics also controls stair tread/riser numbers above and below the cut line, and a template can carry those settings. Click OK.
Step 4: Assign the template so views stay linked
In the Project Browser, select the views (Ctrl-click to pick several). In the Properties palette, click the button in the View Template value field, choose the template in the Assign View Template dialog and click OK (Autodesk Help: Assign a View Template). Later changes to the template now reach these views automatically, and the properties it controls turn gray.
Step 5: Or apply it once
Select the views in the Project Browser and click View tab › Graphics panel › View Templates › Apply Template Properties to Current View, or right-click and choose Apply Template Properties. The settings are copied now, but later template changes don't follow and the View Template property doesn't change (Autodesk Help: Apply a View Template). For every view on a sheet, right-click the sheet and choose Apply View Template to All Views.
Step 6: Set a default template for new views
Open a view of the type you want to control and click Edit Type in the Properties palette. Under Identity Data, set View Template applied to new views, and check New views are dependent on template so new views are assigned the template rather than given its settings once (Autodesk Help: View Type Properties).
Step 7: Copy templates to another project
Open both projects. In the target, click Manage tab › Settings panel › Transfer Project Standards, choose the source under Copy from and check view templates and filters together. Autodesk says they must be transferred at the same time to keep their relationships. If Duplicate Types appears, Overwrite replaces same-named items and New Only skips them (Autodesk Help: Transfer Project Standards).
Step 8: Edit a template that many views use
In Manage View Templates, select the template and read Number of views with this template assigned under View Properties: every one of those views changes with it. To see which views they are, create a view list (Autodesk Help: Delete a View Template).
To try a change on one view first, click Temporary View Properties › Enable Temporary View Properties on the View Control Bar. It changes that view without touching the template, and Restore View Properties ends the temporary mode.
What to watch for
Apply copies, assign links. If a template change didn't reach a view, check that view's View Template property. Apply Template Properties leaves that property as it was, so the view isn't linked and won't follow later edits. Assign the template instead (step 4).
Gray means a template owns it. When a view property is grayed out in Properties, the assigned template controls it. Change it in the template, which changes every view it's assigned to, or set the view's View Template to <None>, or assign a template that doesn't include that property.
Any view can be the source. In the Apply View Template dialog, select Show Views to pick another project view instead of a template and copy its settings to the selected views, with no template needed.
Clean up before a transfer. Autodesk advises deleting view templates and filters in the target project that share names with the ones you're bringing over. Floor plan, ceiling plan, elevation and section view types don't transfer, so check View Template applied to new views on the target's view types afterward. Visibility settings for Revit links don't transfer either (Autodesk Help: Tips for Transferring Project Standards).
At firm scale a template only helps the views it's assigned to. A project collects views with no template: views made before the template existed, copies of a view that had none, and views someone set to <None> for a quick change and never set back. They drift from the rest of the set, and Revit won't point them out. Make checking for them part of how you keep your firm standards, or ask Mira, the AI agent for Revit: it finds the plans with no template and assigns the one you name, and nothing changes until you confirm.
Or, just ask Mira to do it.
Mira is an AI thinking partner for Revit that automates the work you repeat and builds tools your team needs.
- Type this in Mira
Set the View Template to 'Architectural Plan' on every floor plan that doesn't have one yet.
Mira lists the plans with no template and waits for your OK, then assigns it and leaves plans that already have one alone.
What is a view template in Revit?
What is the difference between applying and assigning a view template?
How do I copy view templates from one project to another in Revit?
Why are view properties grayed out in Revit?
How do I set a default view template for new views in Revit?
Which Revit versions does Mira work with?
Try it yourself.
Or bring it to the firm.
The download is free and takes a minute. The firm conversation is where your standards, your library, and your rollout get built. Start wherever makes sense.