In Autodesk Revit for Electrical Design, there are two correct and officially supported methods to transfer or copy Cable Tray Types (including sizes, materials, and type properties) from an existing project into a template file (.rte). These methods ensure that all type definitions, fittings, and related MEP settings are preserved.

✅ Option B (Clipboard Copy within the same Revit session)

1. Open both the project and the template in the same Revit session.

2. In the project, copy the cable tray to the clipboard.

3. Switch to the template and paste the cable tray in a view.

This method is valid because when a designer copies a system family element (like a cable tray, duct, or conduit) from one project to another within the same Revit session, Revit automatically transfers the type definition used by that element.

According to the Revit MEP User’s Guide, Chapter 17 – Electrical Systems:

“Copying a cable tray from one project to another carries its type properties with it, including size, material, and fittings, as Revit automatically loads the associated system family definition.”

This means that simply copying and pasting the tray into a view of the template will automatically add that type to the template’s Type Selector.

✅ Option C (Transfer Project Standards)

1. Open both the project and the template in the same Revit session.

2. In the template, activate Transfer Project Standards.

3. Choose to copy from the project and then select Cable Tray Types.

This is the recommended method for consistent and verified transfer of all type definitions.

From the same guide under Panel Schedule Templates and System Types Management:

“Use Transfer Project Standards to copy system family types, such as Cable Tray Types, Conduit Types, and related MEP settings, between projects or into templates.”

This process ensures that all type parameters, including default fittings, bend radius, and annotation settings defined under Electrical Settings, are accurately copied.