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The only way to truly bring an existing project file into a new template is to start a new (blank) file from your office template, link in the existing model, bind it, and explode it. You'll lose all of the views and details from the original, but the model will remain intact, and you'll have to create new views for your floor/ceiling plans, etc. Otherwise, your only option is Transfer Project Standards, which leaves you with a lot of double-families and manual select-and-swap work to change the existing stuff to match your template/standards. In our office I have a master Rte file that has all of our typical standards built into a drafting view or a plan view. The actual company 'Used' templates have worksets enabled so I can then control things like Worksets, Filters etc.
Its a small bit of setup between the two steps, but works pretty good here. I have a warning disclaimer in my Starting View (Sheet) that tells them that this is a workset enabled model and that they need to create a new central for each project from it.' Collaborate/worksets' is grayed out in the rte file. A template file cannot be workset-enabled. What I think you may have done is make an actual rvt file from the template and use it as a rvt template by copying it to each new project and making the copy the central file. The template file can be workset-enabled before copying and worksets added as needed. This will establish standard worksets.
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I know several firms that take this approach. 'Collaborate/worksets' is grayed out in the rte file. A template file cannot be workset-enabled. What I think you may have done is make an actual rvt file from the template and use it as a rvt template by copying it to each new project and making the copy the central file. The template file can be workset-enabled before copying and worksets added as needed. This will establish standard worksets. I know several firms that take this approach.You are correct.
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I make an actual 'Central' file from the master for each studio we have, and that central becomes the 'Used' template.