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Adding schedule views

From: Revit Architecture 2015 Essential Training

Video: Adding schedule views

In this movie, we're going to look at creating a schedule view. And that will create our schedule view.

Adding schedule views

In this movie, we're going to look at creating a schedule view. Schedules are an important part of any architectural document set. What makes schedules unique in Revit however, is that they are live view of the model. They're not just a static report that you have to draft out, line by line. In Revit, we generate a report, and it query's the model and populates the schedule for us, based on the objects that are already there. So I'm in a file called Adding Schedules, and I've added some furniture to it, and we're going to make a furniture schedule because it's a really quick and easy way for us to work with the schedule tool. So there's a couple ways we can get to creating a new schedule.

We can go to the View tab, and we can go to the drop down right here and choose New Schedule and Quantity. Or as an alternative, you can come over here to the project browser, right-click on the Schedules and Quantities branch on the project browser and choose New schedule and Quantity. Either way you're going to get to the same place. It's going to show you the new schedule dialogue. Now, there's a really long list of categories here. And currently, I'm showing this list unfiltered. So if you want to shorten the list a little bit, what you can do here is click where it says Show All, and you can uncheck the categories that you're not interested in.

So in this case I'm going to stick with just architecture for the categories, and that shortens the list a little bit. And then I'm going to come down here and select the Furniture category. Revit will suggest the name Furniture Schedule, and so I'm fine with that, I'll click OK. And then it will display the schedule properties dialogue, and here we need to select at least one field to include in our schedule. Now the fields become the columns in the schedule view. So in the previous movie on tags, we talked about the type mark, so let's start with that. So I'm going to choose the Type Mark and click Add. Now you can also double-click the fields over here on this list.

So I'll choose Family and Type next, and that adds it to the list. I'm going to choose the Count, and then I always like to add the Comments. Now you can add other fields if you like, but I'm going to start with just these four. I'm going to click OK. And that will create our schedule view. So I'm going to come over here on the right. And I'm going to click this little restore down icon to drop the schedule view down. And I'm going to click back into my floor plan. And then, either using the window tile button here on the ribbon or just typing the shortcut, W + T, I want to tile those two windows, side by side.

In the floor plan view, I'll click in there and zoom slightly to see the entire floor plan. And then over here in the schedule view, what I can do is you can actually drag these columns right here and resize these, so that you can read the contents of the column a little bit better. All right, so you can see a list of all the various furniture items that we have over in the floor plan. And the handy thing about having the two views tiled side by side like this is, if you click in the row of any of the items in the schedule, you'll see that item immediately highlight over in the floor plan, as you can see with these Breuer chairs, or if I click over here on this sofa, or even this dresser over here, or this blue chair in the living room.

And it's an easy way for you to identify which item belongs to each of the line items in the schedule. Now, in addition to that, if I come down here and I select, say, this queen bed here in the lower bedroom, if you click in the Family and Type field, you're going to see a drop down appear. And, if we click that drop down, that actually gives me the same list that would be available on the type selector on the properties palette. And I can actually change the Family and Type that I'm using in that location.

What you see is that the schedule is actually a live view of the model and not only can you use it to help you select things, but you can actually start to make changes directly in the schedule, and those changes will immediately be reflected back in the floor plan. That's no different than if I click back over here in the floor plan view. The bed is still selected and choose the drop down here. And changed it to a double bed. And you'll see that not only will it change size on screen, but when you look back over here in the schedule view, you can see that that has reacted immediately.

So you basically use whichever view is convenient for you to make the edit. And it's just one more example of how everything is inter-connected in Revit. Now, another really handy technique that we can do using the schedule to help us make modifications is you can click and drag through multiple elements in schedule and select several elements very quickly that way in the floor plan. To do that in the floor plan, you'd have to hold the Ctrl key down and click four times, so this is a little bit faster. Unfortunately, what you can't do is jump over here and change the type, notice that will drop the selection.

The reason I have the two views tiled is because what I'll do is I'll drag through the four items to select them, but then I'll click over here on the floor plan. The selection stays active, and I'll just use the type selector to come over here and may be chose a larger size night stand. So I can use the schedule to help me make the selection but then complete the modification over in the floor plan, and you'll see the schedule has updated to reflect that change. Now in the tags movie, we talked about tagging elements, and we talked about type marks and so forth.

So I'm going to click over here on this Breuer chair. And maybe I want to start labeling some of these. Well, previously in this exercise file, I included another view called Level 1 Furniture Plan. I'm going to open that up right now and lemme just resize it to make it match the size of the view underneath. And you can see that that chair is still highlighted. Here in the schedule, I'm going to type in a value for that type mark. I'm going to call this CH1 and press Enter. When I do, Revit will alert me that this change will actually apply to multiple elements in my model.

So I'm going to go ahead and click OK to confirm that. And you'll see that the CH1 fills in for all of the Breuer chairs. You can see that here, if I zoom in a little bit, all of those chairs right there have now got the CH1 label. And these chairs down here in the kitchen also have the CH1 label. Now most of the other furniture's still showing these little question marks. That's just the tag value. And if I gave these a value, you're going to see that it's going to apply to multiple instances potentially. But in this case, if you look at my schedule, you can see I've only got one instance of that sofa, so it fills in one time.

Because I'm in the floor plan at the moment, you see that the modify tab of the ribbon is showing me the piece of furniture that I have selected. If I deselect, it will just show me the normal ribbon. But as soon as I click over here back into the schedule, notice that the ribbon changes to show me tools that affect the schedule itself. And way over here on the right, there's this tool called Highlight in Model. So if you have a really large project and you can't locate a particular element, you click it in the schedule, and you're not finding it; you can use this Highlight in Model. And what that will do is it will not only find the element that you have selected, in this case, one of my Breuer chairs, but it will actually zoom in on it in that view.

So if I move this view out of the way, you can see I zoomed right in on this chair. Now this dialogue that appears has a show button on there, and if I click Show, it will actually switch views and notice that it just flipped to that other floor plan that I had underneath. And this is the one without the tag, and I could continue to click Show until I run out of views. So when you're satisfied that you've found the item that you were looking for, you can just simply click Close right here. So as you can see, we can create a really simple schedule in just a few steps. It requires our choosing a category that we want the schedule to include and then a few basic fields.

With that schedule we can do a variety of things. We can use it as an editing tool. We can use it as a way to verify the objects that we have in our model. We can use it as just a way to help us find things in the model that we can't easily find on our own. So schedules are a very powerful part of the entire Revit process. This and tags are really the first time that we're really starting to focus on the information part of building information modeling. So in the next movie, we'll dig a little deeper into some of the potential that we have in schedule views.

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This video is part of

Image for Revit Architecture 2015 Essential Training
Revit Architecture 2015 Essential Training

102 video lessons · 5439 viewers

Paul F. Aubin
Author

 
Expand all | Collapse all
  1. 1m 56s
    1. Welcome
      1m 1s
    2. Using the exercise files
      55s
  2. 14m 43s
    1. Introducing building information modeling (BIM)
      3m 0s
    2. Working in one model with many views
      4m 48s
    3. Understanding Revit element hierarchy
      6m 55s
  3. 1h 11m
    1. Understanding the different versions of Revit
      2m 52s
    2. The Recent Files Screen and the application menu
      5m 20s
    3. Using the Ribbon and the Quick Access Toolbar (QAT)
      7m 12s
    4. Understanding context ribbons
      4m 43s
    5. Using the Properties palette
      8m 31s
    6. Stacking properties and project palettes
      2m 49s
    7. Using the Project Browser
      5m 30s
    8. Navigating views (Zoom, Pan, and Rotate)
      5m 57s
    9. Selection and modifying basics
      9m 48s
    10. Understanding selection toggles
      3m 29s
    11. Accessing Revit options
      8m 19s
    12. Understanding view extents and crop regions
      6m 32s
  4. 47m 0s
    1. Creating a new project from a template
      7m 42s
    2. Accessing a multiuser projects using a workshare
      4m 16s
    3. Configuring project settings
      6m 27s
    4. Adding levels
      7m 40s
    5. Adding grids
      6m 23s
    6. Refining a layout with temporary dimensions
      6m 58s
    7. Adding columns
      7m 34s
  5. 1h 11m
    1. Adding walls
      8m 48s
    2. Using snaps
      6m 24s
    3. Wall properties and types
      7m 27s
    4. Locating walls
      7m 27s
    5. Using the modify tools
      9m 32s
    6. Adding doors and windows
      7m 39s
    7. Using constraints
      8m 24s
    8. Adding plumbing fixtures and other components
      8m 39s
    9. Using Autodesk Seek
      4m 19s
    10. Wall joins
      3m 0s
  6. 1h 10m
    1. Linking AutoCAD DWG files
      10m 16s
    2. Creating topography from a DWG link
      7m 43s
    3. Understanding CAD inserts
      7m 56s
    4. Import tips
      6m 31s
    5. Create a group
      7m 10s
    6. Mirroring groups to create a layout
      5m 3s
    7. Creating Revit links
      5m 23s
    8. Rotating and aligning a Revit link
      7m 6s
    9. Establishing shared coordinates
      6m 5s
    10. Managing links
      5m 10s
    11. Understanding file formats
      1m 42s
  7. 54m 17s
    1. Working with floors
      8m 57s
    2. Working with footprint roofs
      6m 22s
    3. Working with ceilings
      9m 36s
    4. Working with extrusion roofs
      4m 59s
    5. Attaching walls to roofs
      3m 17s
    6. Using the shape editing tools to create a flat roof
      6m 33s
    7. Working with slope arrows
      6m 0s
    8. Adding openings
      8m 33s
  8. 28m 51s
    1. Working with stairs
      7m 55s
    2. Adding railings to stairs
      3m 40s
    3. Working with component-based stairs
      9m 58s
    4. Adding extensions to railings
      7m 18s
  9. 49m 21s
    1. Creating a custom basic wall type
      10m 17s
    2. Understanding stacked walls
      8m 12s
    3. Adding curtain walls
      8m 17s
    4. Adding curtain grids, mullions, and panels
      10m 59s
    5. Creating wall sweeps and reveals
      7m 14s
    6. Model lines
      4m 22s
  10. 55m 2s
    1. Using object styles
      4m 19s
    2. Working with visibility and graphic overrides
      7m 3s
    3. Using view templates
      8m 16s
    4. Hiding and isolating objects in a model
      6m 37s
    5. Understanding view range
      7m 5s
    6. Displaying objects above and below in plan views
      6m 35s
    7. Using the Linework tool
      6m 27s
    8. Using cutaway views
      4m 25s
    9. Using sketchy lines
      4m 15s
  11. 22m 20s
    1. Adding rooms
      8m 15s
    2. Controlling room numbering
      6m 13s
    3. Understanding room bounding elements
      7m 52s
  12. 36m 37s
    1. Understanding tags
      9m 58s
    2. Adding schedule views
      7m 43s
    3. Modifying schedule views
      7m 12s
    4. Creating a key schedule
      7m 21s
    5. Using images in schedules
      4m 23s
  13. 58m 36s
    1. Adding text
      7m 29s
    2. Adding dimensions
      9m 2s
    3. Adding symbols
      4m 42s
    4. Adding legend views
      4m 51s
    5. Creating a detail callout
      8m 31s
    6. Adding detail components
      8m 52s
    7. Using arrays to duplicate objects parametrically
      7m 43s
    8. Adding filled and masking regions
      7m 26s
  14. 42m 49s
    1. Understanding families
      2m 37s
    2. Creating a new family from a template
      6m 29s
    3. Using reference planes, parameters, and constraints
      8m 29s
    4. Adding solid geometry
      8m 40s
    5. Cutting holes using void geometry
      5m 9s
    6. Adding blends
      6m 2s
    7. Completing the family
      5m 23s
  15. 37m 22s
    1. Adding sheets
      7m 44s
    2. Working with placeholder sheets
      4m 3s
    3. Aligning views with a guide grid
      5m 57s
    4. Outputting sheets to a DWF file
      6m 34s
    5. Exporting to AutoCAD
      5m 42s
    6. Plotting and creating a PDF
      7m 22s
  16. 2m 38s
    1. Next steps
      2m 38s

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