Adjust and Apply Background Settings
BIM Suite · ProjX New Model Setup · 8m
This lesson focuses on adjusting and applying background settings in Revit using view templates. You'll learn how to manage visibility graphics to ensure consistent display across multiple views, making it easier to visualize essential elements like furniture in your models.
Key topics include creating and editing view templates, controlling visibility for Revit links, and applying settings efficiently to multiple floor plans and sheets. This streamlined approach enhances your workflow and improves collaboration on large projects.
Transcript
Now there's one other thing I need to do to get my backgrounds looking the way I want. So you'll notice that I have that in the reception, I can't see the furniture. Right? Remember when we were poking around the architect's model, there was, you know, there was there was a table here. There was, like, some couches here, some office here. I I wanna see that, and I wanna get all my backgrounds set up so that they're all looking the same. Now this is gonna get into the use of view templates. So let me close this one. So here we are in the mechanical floor plan. And if we look at the view template so a view template is a template that controls the visibility graphics settings for a view, and it can be applied to multiple views.
This is particularly useful on large projects. But even small projects, it's very handy to have these view templates. Now, you have an option as to which type of visibility graphics or graphical settings to include in the view template. So for emsheet, it includes all of these it includes all of these categories, except it doesn't include view range. This one's kinda optional. Sometimes you want it on. Sometimes you want it off. But it very intentionally does not include the VG overrides Revit links. So this view template is not controlling Revit links. Now now let me demonstrate.
If I go into VG, which is visibility graphics in here, so I type VG on the keyboard, model categories, I can't change any of this. That's because it's locked to the view template. Annotation categories, I can't change this. It's locked to the view template. But if I come over here to Revit links, it will let me make changes to this because in the view template, it is not locked.
It is not included. If I were to check this, then it wouldn't let me. So what I can do so just to demonstrate, the the reason I can't see the furniture here is because in visibility graphics, in Revit links I'm trying to see so you can see it. Under custom. And then here, model categories. Furniture is unchecked. So we're we're basically saying, hey. In this in this view, we can't see furniture. So if I were to check this and hit apply, I might have to go yeah. So there you see.
The furniture shows up, and that's it's kinda what we wanted. But I don't wanna have to do this. Like, I've now fixed this floor plan, but all the other floor plans, they're they're still likely not set. So we have a we have a view we have a view template that we can use to flash to all of our views that will solve this problem we have. So I'm gonna go to view tab, view templates, manage view templates, down all the way at the bottom.
So these Revit by by link view, that is for a different workflow, different way of setting up backgrounds. That is option number two if what we're doing right now doesn't work out well. And the reason for doing Revit by link view would be because the architect has some really specific and custom stuff going on. In that case, it's a time saver to do Revit by link view. But if you can get away with doing what we're about to do, then do what we're about to do instead because it's faster.
So we have a view template, is which called Revit link default settings. And so the the worksets doesn't need to be checked. The v g overrides Revit links, this is the only one that's checked. So recall that all of our other views, everything else is checked except for v g override Revit links. And in this one, only v g Revit overrides Revit links is checked. And we can then we can apply this to multiple sheets, and so we can apply these settings. So I'm gonna come in here, and I'm gonna edit this. I'm gonna say custom. I'm gonna say model categories, and I'm gonna come and make sure that furniture is on. Furniture.
There. It's on. So I'm gonna hit okay. I'm gonna say okay to that as well, and let's find a view. So this view, yeah, mechanical gas. I'm gonna right click it, and I'm gonna say apply template properties. I'm gonna I'm gonna select that Revit link default settings, which, again, is just going to flash these settings. And it'll give you a little warning. You say yes. And so it it turned the furniture on, but it turned the grids off, and I actually wanna see the grids.
So I need to make a quick edit to that template, to that view template, come back in here, Revit link default settings, Revit links, custom annotation categories. And I'm gonna say show annotation categories, but I don't wanna see all of these things. I just wanna see the grids. So I'm gonna have grids checked. I'm going to say Okay. I'm going to say Okay again, and then I need to reflash it. So I'm going to apply it, reapply it. We go. Revit link default settings. Yes.
K. Here we go. So this is this looks good to me. I would like to apply this view template to all of my floor plans. And, again, it would be annoying to have to go through and hunt and peck and apply it to each one. So I've got a browser organization scheme for that. So right click, browser organization, change it to associated level, or no. Yeah. Actually, that that might be the fastest. So associated level, and I can just select all of these, all the floor plans, say apply view template.
Revit link default settings. Yes. And then I can do the same for the roof. Apply view templates. Default settings. K. Yes. And that should be good as well. So just let's spot check this power o one. Looks good. What do we do? Systems o one. Looks good. Okay. There we go. Plumbing o one. Yeah. Looks looks correct. Plumbing o one looked right. Okay. So that worked. That looks good for the floor plan. Let's check out the roof. See if the roof is looking good. Yeah. Roof is looking good as well. Plumbing roof main also looking good. Okay. So we're happy with that. Our backgrounds are looking good.
Browser organization. Change it back to three tier view sort. Alright. So we've got that set, and I'll show you a little trick here. Let's go back to the sync page, and I'm going to hit the button that says close inactive views, and the shortcut is CV. I just close closes you tend to get a bazillion tabs open, and you get lost. So you can just smash that button or hit CV, and it cleans things up for you. Okay. So now is a good time to synchronize with central. And to recap, we've now got our background set up. We've got room tags. We've got the levels. We've got scope region set.