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Adding a schedule view

From: Up and Running with Revit

Video: Adding a schedule view

In this movie, we're going to look at Schedules. Now, Schedules in Revit can be used for a variety of purposes. We certainly can create the traditional door schedule or room finish schedule, or any of those sort of tables and reports that you might typically see on a document set. Now, the big difference is, in traditional hand drafting, you would be creating that schedule manually and painstakingly by laying out a bunch of lines and text, and manually coordinating all that data that was contained in there. In Revit, a schedule is a live view of the model. So you just simply ask Revit to go look through your model for a certain category of information and it will list out all those items for you in a table automatically.

Adding a schedule view

In this movie, we're going to look at Schedules. Now, Schedules in Revit can be used for a variety of purposes. We certainly can create the traditional door schedule or room finish schedule, or any of those sort of tables and reports that you might typically see on a document set. Now, the big difference is, in traditional hand drafting, you would be creating that schedule manually and painstakingly by laying out a bunch of lines and text, and manually coordinating all that data that was contained in there. In Revit, a schedule is a live view of the model. So you just simply ask Revit to go look through your model for a certain category of information and it will list out all those items for you in a table automatically.

Furthermore, the information is a direct live link back to the model. So if you make any change in the schedule, the model updates, an vice versa. If you change the model the schedule updates. It's a live view. Now we've seen a few examples of this in some of the earlier movies, and if we look here on the project browser and I scroll down just a little bit. There's a schedules and quantities branch here and we've got a door schedule, a room schedule, and a window schedule already. Now if you open some of these, you can see it's got every door listed, complete with the sizes. And I've even gone in and started filling in some information like the material and the type and so on.

Now, here's a room schedule. Same kind of thing. All the rooms that we created in previous movie are listed. And I started filling in the finished information. Now I'm going to close both of these with the x right here. Both of those schedules would be perfectly suitable to put on a sheet and print along with your document set. .And usually most projects are going to require Schedules like that. But we can use schedules for a variety of other purposes as well. Because the schedule is a live view of the model, we can use that as a querying tool that asks questions of our model and get important information and feedback. So, for example, if I wanted to discuss with my building owner just how much seating I have in this dining room, I could use a schedule as a tool to help me determine that.

Now, I'm looking at the Enlarged Dining Room Plan here, and I have all of the tables, and some of them are tagged already. And what I want to do is create a list of all of those tables and chairs. So, I'm going to go to the View tab, click on the schedule drop-down, and choose schedules and quantities. I have my list filtered by architectural categories just to make sure that architecture is checked. It doesn't really matter what the other checkboxes say. And scroll down here and make sure that you choose Furniture. That's the category we are interested in. I am going to accept all the other defaults in Furniture Schedule and so on. (SOUND) Click OK, and that takes me to the Schedule Properties dialog. Here I can choose from this list of available fields which fields I want to include in the schedule.

I'd like to know what level the furniture's on, what its family and type name is. So I'll add that. (SOUND) How many items I have and any comments they might have. So I'll just keep this a really simple schedule. So I just added those four fields. Let's click OK and see what that gives us. And now I have this really long list. If you scroll through here, you can see, there are quite a few items in this file. I'm going to come over here and make this a little more legible, so between B and C here, I'm going to click and drag. Make that column a little bit wider, (SOUND) so that I can read the full name.

Now, you'll notice that, I start with a table then I get some chairs, then another table then some more chairs. So it might make more sense if I, started sorting and grouping this schedule a little bit. Look over here at the Properties palette. Scroll down. And you're going to see a series of edit buttons available here. Next to Sorting and Grouping, I'm going to click Edit. That will open up a dialog that allows me to sort by up to four criteria. Now, the criteria that are available here are the fields that you added back on the Fields tab. So, you can only sort by fields you've actually added to your schedule and, in this case, I'm going to choose family and type. Let's click OK and see what that gives me.

So, then I have the result of grouping all the family names together which is a little bit nicer. But you can see that I've got items interspersed between Level 1 and level 2. So now that I think of it, it might make a little more sense to go back to sorting and grouping, and change this first criteria to level, and then maybe do a second criteria for the family and type. Now, while I'm here, each criteria can have a header. And you can insert a blank line to give it a little bit more breathing room. So I'm going to do a header here, and a blank line here. And let's click OK. And you'll now see the word Level appear here. And then over here is that blank line and the word Level. Now, I see the word Level.

I don't necessarily need to see it again. So, actually, if I go to the Formatting tab. I can take that Level field and I can make it hidden. When I do that and I click OK, it will remove the redundant Level field and it will just leave the header. So the header stays, but I don't see that information over and over again. I still, if I look at the Count column, I still see a count of 1 next to every item. But it probably makes a little bit more sense to group and sort these even a little further. So let's go back to grouping and sorting.

And what I want to do is turn off Itemize Every Instance. Now in addition to that, I'm going to turn on Grand Totals here, and let's click OK. And now the entire list collapses down and I get a full count of each item but I only get each item listed once. So this is a much easier list to look at and digest, few more finishing touches. Let's go back to sorting and grouping. I can add a subtotal, on any of my sort criteria. So per level, I can ask how many pieces I have.

Let's do totals only for that. Under Formatting, these are numericalo, it might be nice to take the count field and right align it. And then, if you check this box, Calculate Totals, that's what will give you a subtotal here and here. So, let's click OK on all of those changes and see what we got. So I have 100 items on the first floor. I have 99 on the second floor and a grand total of 199. This is certainly a very useful schedule now that would allow my building owner to know just how many pieces of furniture they might want to order.

Maybe my building owner would like to know how many people they can seat in the restaurant. So to do that, we could duplicate this schedule and vary the way that it's set up. That will be the subject of the next movie.

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Up and Running with Revit

34 video lessons · 5900 viewers

Paul F. Aubin
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