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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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