Project Migration

This 50 minute video walks through the actual steps to migrate a real project into MasterTemplate 22.
I want to thank Forest King for providing his remodel project to use for the process.

Project Migration Steps - Quick Summary

1. In the original project, turn on and unlock all layers, and set the Renovation filter to show everything.

2. Place a heavy marquee around the entire building and site, and copy. 

3. Create a new file using MasterTemplate, load all the necessary libraries.

4. Set the story heights to match the original model; also set the Project Info and Project Location.

5. Paste into the new file the full building model; it will include the annotation and the section and elevation markers.

6. Move the pre-placed markers and rename as needed to match the pasted markers; delete the pasted markers. As needed, add new markers with the AMT standard settings.

7. Open the Layer Settings dialog and find the extra layers that have been imported (they often show up with a different format - for example, upper and lower case letters) and one by one, delete the layer and move elements to the matching AMT layer. When you're not sure of the match, move the elements to the ARCHICAD layer, so that they can be moved individually or in groups later on to the best layer for the purpose.

8. The Views should now work fairly well at this point; check some and see how they look. If you see anything on a View that doesn't belong, you can switch the layer combination to ALL VISIBLE AND UNLOCKED then edit the element settings to put it on the appropriate layer. Likewise, if some things are missing, turn on that layer combination and select them, and put them onto the right layer. Return to the View that you're fine-tuning, and repeat as necessary until all of the right elements (and none of the extraneous ones) are showing.

9. Go through the Layout Book and Update the Drawings, either one page at a time, or use the Drawing Manager to do all of them at once. For each page, adjust the position and boundaries as needed. Note that many of the pre-placed Drawings are set to Manually Resized Frame; a quick way to see everything in the View is to switch to Fit Frame to Drawing.

10. As needed, add any Drawings that are not pre-placed in the set. Add Layouts if needed, or combine drawings onto fewer layouts as desired.

11. Anything you don't need can be hidden from view temporarily by using one of the Hide/Trash/Recycling options. For model or annotation elements use the layer called TEMPORARY HIDE. For the Layout Book, you can move Subsets into the TRASH/RECYCLING subset to hide them from view. You can do similar things with the View Map to simplify what you're looking at.

12. At some point, before or after you import the project, you'll want to set up your Layout Masters with company info. You can do this directly on the Master Layouts as usual. You can copy elements from your original Masters to the new file Masters if it will speed things up; be careful not to duplicate things. Note that the company logo (if you want to use one) can be placed onto the Company Logo Worksheet, and will then show up on all of the Masters and Layouts automatically.