How to Transfer Project Standards in Revit

How to do it in Revit

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   Step 1: Choose the source

   Transfer from your firm's current template, or from a project you know matches it. Don't use whichever project happens to be open. The target gets whatever the source holds, mistakes included. If a transfer from a template file (.rte) misbehaves, Autodesk suggests saving the template as a project (.rvt) and trying again (Autodesk support: How to transfer project standards from a template to an existing project).

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   Step 2: Clear same-named templates and filters from the target

   Bringing over view templates and view filters? Delete the target's templates and filters that share a name with the incoming ones first. Autodesk advises this to avoid problems with the transfer (Autodesk Help: Tips for Transferring Project Standards).

   Before you delete a template, open Manage View Templates and read Number of views with this template assigned. Note those views: you'll assign the incoming template to them in step 6.

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   Step 3: Open Transfer Project Standards from the target

   Open the source and the target in the same Revit session. Make the target the active project, then click Manage tab › Settings panel › Transfer Project Standards. In the Select Items to Copy dialog, choose the source under Copy from (Autodesk Help: Transfer Project Standards). The steps are the same in Revit 2025, 2026 and 2027.

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   Step 4: Check only what you need

   Click Check None, then check the categories you came for. Check All copies every standard in the source, which a project in progress rarely needs. The dialog can move:

   • family types, including system families but not loaded families
   • global parameters
   • line weights, materials, view templates and object styles
   • mechanical, piping and electrical settings
   • annotation styles, color fill schemes and fill patterns
   • print settings

   Some items depend on each other, so check them together: view templates with filters, and text types with dimension styles and arrowheads. Revit also copies anything a checked item refers to. For example, a wall type brings its material even if Materials is unchecked.

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   Step 5: Choose Overwrite or New Only

   If the target already has items with the same names, the Duplicate Types dialog opens.

   • Overwrite brings in everything new and replaces the target's same-named items with the source's.
   • New Only brings in everything new and leaves same-named items as the target had them.
   • Cancel stops the transfer.

   Choose Overwrite when the source is your standard and the target should match it. Choose New Only when the target's versions were changed on purpose.

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   Step 6: Check what didn't come over

   Some settings never transfer. Autodesk lists floor plan, ceiling plan, elevation and section view types, and the visibility settings for Revit links. Duplicate those view types in the target and set their properties by hand, including View Template applied to new views, then set link visibility in each view or its template. Then check three more things:

   • Global parameters that already existed in the target arrive as a second copy, with [1] after the name. Decide which one to keep.
   • Loaded families such as doors, windows and tags stay behind. Load them from their family files.
   • The views you noted in step 2 now have no template. Assign them the incoming one.