Know how to Transfer Views, Family Types, Elements within Revit Projects Let's understand how the system family types, drafting views, etc. can be transferred between projects also check the Ways to Transfer Revit Families from One Project to Another

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Know how to Transfer Views,
Family Types, Elements within
Revit Projects

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• Autodesk Revit can save much of time working on comparable or big projects. The best way for
that is Revit project templates.
• Revit users can store system families like (walls, floors, etc.) and component families such as
(doors, windows, furniture, etc.), sheets, schedules, annotations, graphics and many more to
their project templates. Hence starting a new project saves much time kipping creation of
schedules or importing required families. However, projects are different, and we cannot
create a template that suits all the projects or some templates that we can take from our new
project, and the selected template will fit it 100%.

4. • There are some circumstances when, for example, schedules from
several different projects have to be used in a new project. Also, many
times beginners forget to use essential project template and face
problems while transferring their task to a project template. There is a
partial solution for that using Revit project linking, binding it
afterward, while losing annotations, detail items, views, etc. but this
topic is not about this way.
• First of all, let’s understand how the system family types, annotations,
tags, view templates, etc. can be transferred between projects (those
are just types, not designed elements of the plan).
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5. Now let’s check How to Transfer Revit Project Standards
• The initial step here is to open up both the projects – Select anyone you want to
transfer things from; it is a source project and the one you want to move things to, is a
target project. Give an active project you want to transfer stuff too. Then you need to
go to Manage tab and select Transfer Project Standards tool.
• Next step is to Copy from; so, you need to select opened source project and tick the
checkbox categories that you want to transfer to your target project. After clicking
“OK,” you may get some warnings or chance to select what to do with duplicate
elements. Thus, you can use these elements in your project.
•
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6. Check the Ways to Transfer Revit Families from One Project to Another
• Now you must be thinking what about component families like doors, windows, etc.? Right?
Well, Revit plugins like Smart Browser Free or Smart Browser Manage can be practiced to
transfer component families between projects instantly or you can also do it manually. The
quickest way to do that is to save all families from the project to some folder and then to
import needed ones to another project.
• Now, to begin with, open the source project where the needed families are. Then, in Project
Browser cruise to Families section and right click on it. Choose Save. Then select a folder to
store your families to, and next in Family to save field leave option.
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7. • Of course, you can also save required families by right-clicking on them
one by one in the Project Browser. But it is a quicker way to export them
all at once.
• Once saving is done open the target project. Well, I guess you now know
what to do next… You can open the folder with stored families, mark
needed ones while holding Ctrl or Shift key pressed on your keyboard
and you can just drag them into your Revit project. Or also, you can
apply Load Family from Insert tab and simply like before mark the
families you want to carry while pressing Ctrl key, then click Open, and
your families are available to use. Hence, this way is faster than going
through libraries, folders, and loading the required families one by one.
Also, you may not have few families in your libraries, but have them only
in few projects.
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Source
• https://blog.nibt.education/2018/04/how-to-
transfer-views-family-types-elements-within-
revit-projects/