Transfer Material Definitions

Process for transferring material definitions between Revit models.

This feature is only available with Premium license.

In order to transfer data between Revit projects, you must have two Revit files open in the same Revit session, i.e., 1) source Revit file with the existing material definitions, and 2) target Revit file where you want to transfer the existing material definitions.

This means the two Revit files must be in the same version of Revit. You may need to upgrade your source file if it is in an older Revit version. You cannot transfer definitions from source files created in newer Revit versions than the target file.

Once you have both the source and target Revit files loaded

1. Select the target project view, launch Tally, and start a Full Building Analysis, as you would normally do.

2. As an example, I want to apply my Project 1 Gypsum Board material to this Advanced Sample Project Plain ceiling Gypsum Board layer

3. Click Manage Definitions, which will bring up the definition transfer window.

Next:

1. Select the source file

2. The target file (in this case the Advanced Sample Project) is automatically the target project

3. Now you can right-click the gypsum board material from the source file

Next:

1. Find select the target file Revit materials to which to transfer the source definitions to. You can also use the "check matching materials" options for Tally to automatically find similar families and materials in the target file, but note that this only works if you use identical naming convention in both files.

Next:

1. If manually matching material definitions, you will most likely need to look under the UNDEFINED group of materials and select all the elements you want to apply the definition to there

2. Once ready to transfer the definitions, click the Apply button.

The material definition has been successfully transferred.