Discover the step-by-step process of transferring project standards from one project to another, eliminating the need to recreate elements such as family types, mechanical settings, and annotation styles. The article provides a clear demonstration of how this can be achieved in a typical HVAC plan design project.
Key Insights
- The transfer of project standards allows us to carry over specific elements from one project to another, such as family types, mechanical settings, and annotation styles, saving time and effort in recreating these elements.
- The process involves opening a new project, locating the Manage tab, and selecting Transfer Project Standards under the Settings option. It's essential to ensure you are copying from the correct file and selecting all the items you wish to transfer.
- Once all the desired elements are selected, an overwrite function allows them to be added to the new project, effectively duplicating the mechanical components and annotations from the previous project, ready for use in the new one.
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In this video, we'll be taking a look at the process of transferring project standards. Now, you don't need to open any files for this, so feel free to just sit back and listen. Essentially, what transferring project standards allows us to do is to bring elements from one drawing such as family types, mechanical settings, and annotation styles, from one project to another.
So here is an example. I have my fully designed HVAC plan, and I created some families and have different mechanical settings, and I'm going to be working on a new project, and I don't want to have to start over and create these again. So what I'll do first is I will open the new project by going to File, New, Project, and let's go ahead, like we did before, Browse, and we'll use the mechanical default.
So in this tab, this is my brand new project. I don't have any links brought in, but I can still transfer the project standards before I do that. And in this tab, here is the previous project that I want to transfer everything from.
So to do that, let's go to our new project, and let's find the Manage tab. And if you see right here, under Settings, we have Transfer Project Standards. Let's go on ahead, select that.
Now we want to copy from the right file, and so it would be this BIM321 HVAC design file we have open. And here we can choose to check all items or check none. So in this case, I will check all.
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And so, for example, I have my browser organization, CableTray, although this is a mechanical plan, so we won't have to worry about that. But most importantly, for this case, all of our duct settings, our duct sizes, our duct types, and other mechanical properties, as well as different annotations. So once I'm happy with everything I want to bring in, and again, in this case, I'll bring in everything.
That's okay. I will go on ahead and click OK. And now it's going to ask you if you want to do an overwrite.
They already exist in the project, so let's go on ahead and overwrite them. If you wanted to, you could also do the new ones only. It's up to you.
But in this case, we'll overwrite everything. Okay, so it's done. Now it doesn't look like much happened, but when we get into designing, we will have all of those mechanical components and annotations that we created in the previous project ready to go in this one.
