autodesk how to change template without removing the part

Tinsaw

3 min read

·

15-04-2025

4

0

Share

Autodesk software, such as AutoCAD, Inventor, and Revit, uses templates to establish default settings for new drawings or projects. Sometimes, you need to switch templates without sacrificing the work you've already completed in your current file. This article guides you through the process of changing templates in various Autodesk programs while preserving your existing parts. The exact steps vary slightly depending on the software, but the core concept remains the same.

Understanding Autodesk Templates and Their Importance

Before diving into the how-to, let's clarify why templates are important. Templates define:

• Units: Millimeters, inches, feet, etc.
• Layers: Predefined layers for different object types (e.g., walls, doors, annotations).
• Styles: Text styles, dimension styles, and other visual elements.
• Default settings: Grid settings, snap settings, and other drawing preferences.

Changing a template mid-project can be necessary when:

• Project requirements change: You might need to switch to a template with different units or layer configurations.
• Adopting a company standard: Your workplace might mandate the use of a specific template.
• Improving efficiency: A new template might offer improved workflows or standardized settings.

Method 1: Using "Import" or "Insert" Function (AutoCAD, Inventor, Fusion 360)

This method is ideal when you want to bring elements from your current template into a new one.

Steps:

1. Create a new drawing using the desired template: Start a fresh project using the new template you want to adopt.
2. Import or insert your existing parts: Use the software's import or insert function to bring your existing work into the new drawing. This might involve using commands like INSERT (AutoCAD), Insert (Inventor), or similar functionalities in your specific Autodesk product. This preserves the geometry and most properties of your parts.
3. Adjust settings (if necessary): Once imported, you might need to make some minor adjustments to match the new template's settings. This may include updating layer assignments or other properties.

Method 2: Copy and Paste (Simpler for smaller projects)

This is a straightforward approach suitable for smaller projects or individual components. However, it's less efficient for large and complex assemblies.

Steps:

1. Open the new template: Create a fresh drawing with the desired template.
2. Select and copy: In your original drawing, select the parts or elements you wish to transfer.
3. Paste into the new drawing: Paste your selection into the new drawing file.
4. Check properties: Ensure the pasted elements have the correct layer assignments, materials, and other properties relative to your new template.

Method 3: Template Migration (Revit Specific)

Revit's approach to templates differs slightly, focusing on family and view templates.

Steps:

1. Open both templates: Open both the current Revit project and the new template file.
2. Copy Families: You can copy families from the original project into the new template project. You may need to re-create project parameters if there are significant differences.
3. Copy Views: Similar to families, you can copy views to maintain existing work while using the new template's underlying setup.

Specific Software Considerations:

• AutoCAD: Use the INSERT command, external references (XREFs), or the import options depending on your needs.
• Inventor: Utilize the Insert command to bring in parts from other Inventor files. Consider using iParts or iAssemblies for efficient management.
• Revit: Focus on family and view management as described above. Pay special attention to parameter mapping.
• Fusion 360: Fusion 360 offers various ways to import and merge designs, often using the insert or merge commands.

Tips for a Smooth Transition

• Backup your work: Before making any major changes, always back up your project files to prevent accidental data loss.
• Test in a copy: Experiment with template changes on a copy of your project to avoid jeopardizing your original work.
• Understand your template: Familiarize yourself with the specific settings and configurations of both your old and new templates to anticipate potential issues.
• Check layer properties: Pay close attention to layers and their settings to ensure compatibility after importing or pasting.

By following these methods, you can successfully change Autodesk templates without losing the progress you've already made on your designs. Remember to adapt these steps to your specific Autodesk software and project complexity.