Placeholder Links in Revit Tutorial (Office Hour Sessions)
Summary
TLDRThe video script discusses the importance of managing links within a Revit template for architectural design teams. It highlights the use of placeholder links in a template to pre-set visibility, graphics, and filters for consistency across projects. The speaker demonstrates how to create and utilize these placeholders, which are essentially empty Revit files, to streamline the process of importing and setting up MEP, structural, or other consultant files. By setting up these parameters in the template, designers can avoid repetitive tasks and ensure that each project starts with the desired visual and organizational settings. The video also touches on the concept of view templates and how they can be used in conjunction with placeholder links to maintain a consistent look and feel across various views within a project.
Takeaways
- 📐 **Use Placeholder Links**: Create empty Revit files as placeholders for specific files like MEP or structural files to streamline the linking process within a template.
- 🔄 **Manage Links Efficiently**: By setting up placeholder links in a template, you can pre-configure visibility, graphics, and filters, reducing repetitive tasks when new links are added to a project.
- 📁 **Template File Structure**: The template file should include placeholder links that are initially empty, but serve as a foundation for setting up link-specific settings.
- 🎨 **Customize Graphics and Visibility**: Utilize the template to customize the display settings for different elements within linked files, such as turning off certain categories or applying specific display styles.
- ⚙️ **Consistent Settings Across Projects**: Ensure that settings like visibility and graphics are consistent across various projects by embedding these settings within the template file.
- 🔗 **Link and Reload**: When the actual files are ready, use the placeholders to reload the real files while retaining all the pre-set settings from the template.
- 📑 **View Templates for Consistency**: Create and assign view templates within the template file to apply consistent graphics settings and visibility overrides across different views.
- 🚫 **Control Category Visibility**: Use link settings to control the visibility of specific categories within linked files without affecting the main model's display.
- 🖌️ **Apply Filters and Overrides**: Leverage link settings to apply advanced filters and overrides that are not possible with global project settings alone.
- 🔄 **Efficient Project Startup**: Starting a new project with a template that includes link settings reduces the need to manually adjust settings for each new link.
- 📈 **Streamlined Workflow**: A well-structured template with placeholder links and view templates leads to a more efficient workflow, especially for architects and design teams working with multiple linked files.
Q & A
What is the main topic discussed in the transcript?
-The main topic discussed in the transcript is the management of links within a Revit template, specifically how to set up and use placeholder links to manage visibility, graphics, and filters for linked files such as MEP and structural files.
Why is it recommended to keep the model on even after drafting everything in Revit?
-It is recommended to keep the model on because it allows for better management of visibility, graphics, and filters, ensuring consistency and efficiency in the design process.
What are placeholder links in Revit?
-Placeholder links in Revit are empty Revit files that are used within a template to set up visibility, graphics, and filters for future linked files. They help streamline the process of managing linked files by pre-setting these parameters in the template.
How do placeholder links help in managing visibility and graphics settings for linked files?
-Placeholder links allow users to set up visibility and graphics settings, such as turning off certain categories or applying specific display styles, within the template. When a real linked file replaces the placeholder, these settings are retained, ensuring consistency across projects.
What is the benefit of using view templates in conjunction with placeholder links?
-Using view templates in conjunction with placeholder links allows for a higher level of customization and consistency in the presentation of linked models. View templates can be set up to apply specific visibility and graphics settings to views, which are then inherited by the linked models when they are brought into the project.
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How does replacing a placeholder link with a real file affect the settings in the template?
-When a placeholder link is replaced with a real file, all the settings that were configured in the template, such as visibility and graphics settings, are retained. This ensures that the linked file maintains the desired presentation and organization as defined in the template.
Why is it important to manage links within a Revit template?
-Managing links within a Revit template is important because it ensures that every time a new project is started or a new link is brought in, the visibility, graphics, and filters are consistent and do not need to be set up manually each time, saving time and reducing the potential for errors.
What is the process of setting up a new project using a template with placeholder links?
-To set up a new project using a template with placeholder links, the user saves the template, then starts a new project and selects the template. The placeholder links are already present in the new project, and the user can then replace these placeholders with the actual linked files, retaining all the pre-set settings.
How can filters be applied to linked files within a Revit template?
-Filters can be applied to linked files within a Revit template by setting up the desired filter rules through the placeholder links. When the real linked file is brought into the project, these filters are automatically applied, allowing for a high degree of control over the visibility and presentation of specific elements within the linked files.
What is the role of view templates in managing the presentation of views in a Revit project?
-View templates play a crucial role in managing the presentation of views by providing a way to standardize and control the visibility, graphics, and other display settings across multiple views. They can be applied to individual views or to entire view types, ensuring consistency in how information is presented throughout the project.
How do placeholder links differ from actual linked files in a Revit project?
-Placeholder links are empty Revit files used in a template to pre-set visibility, graphics, and filters for future linked files. They do not contain any actual project data. Actual linked files, on the other hand, contain the project data from other disciplines or consultants and are linked into the main project to maintain coordination and consistency.
Outlines
🏗️ Managing Links in Revit Templates
The first paragraph discusses the importance of managing links within a Revit template, especially for architectural design teams. It introduces the concept of using placeholder links in a template to streamline the process of setting up visibility, graphics, and filters for linked files such as MEP and structural files. The speaker demonstrates how to create and use these placeholder links within a residential template, emphasizing the efficiency gained by setting up these parameters once in the template and reusing them across projects.
📐 Customizing View Templates for Consistency
The second paragraph elaborates on the process of setting up view templates within a Revit project for consistency in graphics and visibility settings. It explains that while placeholder files are used to create links, the actual customization of views is achieved through view templates. The speaker suggests assigning view templates to specific views to maintain settings like halftone for structural models or filters for MEP elements. This approach ensures that when a new project is started using the template, all the custom display settings are preserved.
🔍 Link-Specific Settings for MEP and Structural Files
The third paragraph focuses on the benefits of setting up link-specific parameters in Revit for MEP and structural files. It highlights that while view templates can handle some customization, certain settings like turning off walls in an MEP file while keeping them visible in the main model require link-specific setup. The paragraph clarifies that by preparing these settings in advance and using placeholder links, architects can easily replace them with actual files when starting a new project, ensuring that all the desired visibility and graphics settings are automatically applied.
Mindmap
Keywords
💡Revit
💡BIM
💡Template
💡Placeholder Links
💡Visibility Graphics
💡Filters
💡MEP File
💡Structural File
💡View Templates
💡Graphics Overrides
💡Phases
Highlights
The importance of using Revit and BIM for design teams is emphasized, particularly for architects.
Maintaining the model even after drafting is recommended for better design management.
Paul's question about managing links within a template is introduced as a valuable concept.
The concept of placeholder links is introduced to manage specific files like MEP and structural files within a template.
Placeholder links allow for setting up visibility, graphics, and filters within the template, streamlining the process for new projects.
Demonstration of how to insert and manage placeholder links in a Revit template file.
Customizing visibility and graphics settings for linked files directly within the template for consistency.
The process of replacing placeholder links with actual files while retaining all the settings is explained.
Use of view templates and assigning them to views for a consistent look and feel across different projects.
How to apply view templates to links, ensuring that specific settings like halftone or color filters are maintained.
The advantage of setting up visibility graphics and filters through links rather than a global project setup.
Explanation on how to deal with specific parameters for linked files without affecting the main model.
The efficiency of setting up recurring settings for MEP or structural files by using placeholder links.
How to ensure that specific elements like walls or floors in linked files are hidden or displayed as desired.
The practical application of using placeholders to set up filters and phasing in a project before replacing with actual files.
The benefits of using a combination of placeholder links and view templates for a more efficient and consistent design process.
The final step of replacing placeholder links with actual files and verifying that all custom displays and settings are retained.
Transcripts
you can have it turn off walls but your
walls stay on so that's why it's in
there right yes that's it or like or
filter
[Applause]
[Music]
to process that if you are using revit
if you're using bim
every single design team should be doing
this i've got a lot of my architect
friends out there you are actually the
ones who need to hear this more than
anything
[Music]
but keeping even if you draft everything
you should still keep the model on
[Music]
[Applause]
but paul did ask a very specific
question which i thought was cool a cool
a cool concept that i don't think a lot
of people know about is how do you
manage
how do you manage links within your
template so i think what you're asking
um and correct me if i'm wrong but i
think this is what is is when you're
bringing in files so maybe you have an
mep file a structural file uh the trust
file you're talking about whatever it is
right you have very specific and
probably pretty typical files that are
coming in um with the obvious being the
mep structure and you know any
consultants
um you know how do you how do you manage
those within a template so that you know
things like visibility graphics and
filters and all these things that are
coming up
how do you manage that in a template so
you're not doing those every single time
you bring in a new link if i was to open
up
one of my
a template file
so this is one of my older residential
templates which i still use i just
haven't upgraded uh i probably should
just upgrade and save it but
it's a 2016 template that i've just been
using and so this is kind of the
residential template but
um
what you what you do is you create
placeholder links um and what's cool
about a placeholder link is that it
exists within your file um initially you
you
you have to create a file for it there
doesn't necessarily need to be anything
in the file it's helpful when there is
because you can set these things up but
um so right now if this is my template
file if i go to insert manage links you
can see
i've got nothing here
but i have these
placeholder files which are just empty
revit files if you want to use existing
files you can but they're just empty
revit files right so i made mep site and
structural placeholder links so what i'm
going to do is i'm going to
so i'm going to
i'm going to insert all three of these
i should probably just go to manage
links it'll be quicker
so i have a site in mep and you can name
them however you want some people like
to put asterisks before it or something
so that they always get linked but those
are gonna make a huge difference or they
always get
pushed to the top or bottom
all right so these are just empty files
but now that you have a link in here
even if the template can't find those
links because they may not exist you
know down the road what you can do is
now you can actually set up right you
can set up your visibility graphics of
the links if you want so if you want to
go through custom and you know i want to
turn off
maybe i want to turn off
everything except for
i don't know maybe duct stuff
or something like that
um
and then maybe i want to have my my
structural model i want to have uh
it'll always be half tone you know that
kind of stuff right or i can even do
filters through links i mean you get the
idea so now what you can do is you can
actually these placeholder links have
all of your settings built into them
whether it's by view whether it's by
project etc
and that is built into your template so
then when you start a new project so now
i'm just gonna i'm gonna save this
template so remember this is my rte file
so i'm just saving this template
and i probably should have renamed it
2020 because now i just upgraded it but
that's okay it's a separate file so now
when i go to new
and i start my
my project
so now i still have right if i go to
manage links i still have these links
here if they were moved they would say
not loaded but they would still
right there would still be something
there
okay
and all of your settings are still there
even though the link's not loaded your
settings are still there so then when i
have my real file all i do is i click
this i use my placeholder and i reload
from and so i'm reloading from
but all of my settings still remain
okay
so now
if i
go here you'll notice the only thing
that's showing is ducks
and diffusers and it's halftone or
something like that right
because remember i set up those settings
through the link which i just reloaded
from i didn't replace i didn't remove i
reloaded from so you're using a
placeholder to set up all of your stuff
right all your filters all your phasing
whatever the heck you're doing and then
when you get the project when you start
the project you just replace that
placeholder with the real file and all
of your stuff notice how all of my
custom display is all still there and
that was built inside my template i was
gonna ask are you setting up in those in
those like
uh placeholder files
are you setting up um
all the views and everything because it
seems
like when you're doing what you had
shown when you're managing the links
um like you had a 3d
visibility i mean how does that apply to
all the other views can you set that up
first of all in a placeholder how you
want to have all of that seen
and then when you replace it does that
work or
yeah how does that work it does so so
what i was suggesting i was shown
quickly just using graph graphics
overrides but it but if you're if you're
talking about you know setting up the
full on template you know i would
definitely suggest creating view
templates and then having those view
templates assigned to your views and
then within those view templates right
you can have you can have the the
graphics settings so
um so you know if if i was to let's
maybe i go to the first floor
which probably won't when you're when
you say set up the view templates you
mean in the placeholder file or in the
the
parent file that you're importing
right in your template file not in the
place the placeholder files only exist
because revit needs an rvt to create
those links right and so so the reality
is once i create those placeholder files
they don't need to be seen anymore by
the template right so if i you know if i
went in and i
let me close this delete
so if i went and i took these
placeholder links and i
deleted them
yeah right and then i create a new file
of course it's not pointing there so i
gotta go find it again
you can see my screen right i'm sorry
yeah okay yeah so now i just created a
new project using that template which
had the placeholder links
um if i go under insert manage links i
got to get out of
drafting because it's annoying see so
they still exist oops yeah but they just
say not found
right right and so now that all the
settings still apply to those and you
can still just replace them but if you
were you know my settings were just the
3d view but if i
um i mean i'm in the project now i'm not
in the template the same the same rules
apply so in here if i went in and i said
you know this specific view
you know you know
for me creating templates was always
easier using good projects and taking
the good parts of it right and so you
know maybe you have a view set up or
even a view template already and a
specific project that works for you but
so let's just say this is the view so in
this one i'm going to do
half tone
and um
and i don't know i'm just going to half
tone on the nep
and so what i can do now this is only
the specific view but right i can make a
view template so if i
under uh under view if i say create
template from current view
i can call this one floor plan whoa
caps lock that's bizarre
floor plan
mep gray i mean obviously you want more
information than that but whatever so so
now
anyone that has this
anyone that has this view template and
so i can go through and manage this
stuff but right now the visibility
graphics override through links is right
here see how halftone's there
nice and so now i can assign these floor
plans and this can be done after the
fact or before the fact doesn't make a
difference but um
i'm going to assign these floor plans a
view template right here
and there's my view template
and now when i bring in my link
you know even even though you know again
it's all set up through the placeholder
if i replace this guy
with the actual file all those templates
are going to apply to all those views
so that'll work for filters graphic
overrides you name it whatever it is
and so i don't know where where this mep
stuff's going there it is see so it's
half tones
is that any better than just setting up
view templates inside your
um
inside your
template file and then anytime you link
to something
that you just use is it is it different
is it better
to have it first through the link or
just set up your view templates anyway
and then it just you know well it
applies
so i i think what you're saying is if
if in your view template you have some
linked information there right is that
kind of
the the problem is
um you need to have the placeholder
links here in order to create those so
so yes i mean i'm doing it in the
project but yeah ideally you're setting
myself in the template yeah i get it
right and then when you start your
project the templates are there but you
can't create the visibility graphics for
a link unless a link is there in your
template yeah this is this is just like
a view template
i mean i can have a view template that
says make all my ducts
you know dash lines right yeah and that
yes and that would be i could do that
just in a regular view template but if
i've got a link i can force the a lot
more stuff on the link right right so so
then just exactly so if you know
things like duck maybe not the best
example because you know that's that's a
category that you can you can affect the
global view right right but let's say
let's say your mep model has walls on it
and you don't want to see their walls
you can have it turn off walls but your
walls stay on so that's why it's in
there right yes that's it or like or
filter or filtering right you can't yeah
let's say you want to color all of the
duct work a specific color or a specific
you know based on a rule built in a
filter um you have to do that with a
link set up right you can't do that uh
using a global project set up right so
yeah but i think that i think that's
that's where you're getting i think yeah
i think we're both going no that makes
sense now because it seems like then
what you're doing is you're saying i'm
gonna take whatever is linked
get special parameters
on that and the views of that yes that
don't affect what my major model is what
my main model is exactly so if you
specific to a link yes so so like if
you're if you're always bringing in an
mep file or a structural file and every
time you bring it in you're hiding their
walls you're hiding their floors you're
you're you know you're making sure that
they're
they're wide flanges or half toned or
you know all that stuff that you do
every time you bring a lincoln you can
set all that up ahead of time um and
then this way
in this way all you're doing is just
reloading or replacing that placeholder
with the real file and then it's all
done for you
okay that makes sense
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