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Find out how to create compelling architectural designs using the modeling tools in Autodesk Revit software. In this course, author Paul F. Aubin demonstrates the entire building information modeling (BIM) workflow, from creating the design model to publishing a completed project. The course also covers navigating the Revit interface; modeling basic building features such as walls, doors, and windows; working with sketch-based components such as roofs and stairs; annotating designs with dimensions and callouts; and plotting and exporting your drawings.
In this movie, we're going look at creating schedule views. Schedules are an important part of any architectural document set. What makes schedules unique in Revit, however, is that they are a 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 queries the model and populates the schedule for us based on the objects that are already here. So I'm in a file called Adding Schedules, and we're going to focus on a furniture schedule, simply because it will be a convenient way for us to quickly verify that the schedule is in fact showing us what we're seeing in the floor plan.
So I want to go to the View tab and locate the schedule dropdown, and there's several items here and the first item is schedules and quantities. Now there is an alternative way to do this if you like, so let me show it to you here. Scroll down. You can also right-click right here and get to New Schedule/Quantity that way. It's really the exact same command, so it's entirely up to you which one you choose. Now when I choose it from either location, I get to the New Schedule dialog, and what you'll get here is a list of all of the model categories in your file. So the first question you have the answer is, what kind of schedule are you creating? Now the list can be filtered by discipline. So in this case, I'm obviously filtering by architecture, but you can actually choose another discipline and you'll get even more categories available if you like.
Let me scroll down here. Choose Furniture. It's going to suggest the name Furniture Schedule. I'm going to accept that name and simply click OK. So then the next thing Revit will do is display the Schedule Properties dialog and basically ask us what we want to put in the schedule. So the first tab here is Fields, and you have to choose at least one field before you can click OK here. So down here, it says Furniture is what we're selecting fields from. The list of available fields will be different for each category you select, so back in the previous dialog, if we would have chosen plumbing category or we would have chosen wall category, we'd see a very different list here, so that's why that first choice was kind of important.
I'm going to start with the Type mark. Scroll down here. We talk about type mark in the previous movie on tags, so let's go with that one. Family and Type which will be the name of the family and the name of the type, we'll add that. I'm going to do the count, add that. And I always like to add some comments on there as well. Now you can come back and add additional fields later if you want, and we'll have an opportunity to look at these other tabs in later movies as well. But for now we'll just start with those four fields, we'll click OK, and Revit generates a nice list for us.
Now what I'm going to do next is I'm going to come over here and click this little Restore Down icon right here, to make these floating windows. Then I'm going to click in the background here to activate the Floor Plan view, and you can either use this button right here on the View tab to tile your windows, or the shortcut is WT. You can type WT and you should get both windows side by side. I'll just make little bit of adjustment here to what we're seeing in the floor plan, so I can see the whole view. And then over here in the Schedule view you can actually widen some of these columns if you like, so that you can read those family names a little bit better. So I want to make sure I can read the entire name.
Now the reason I want the tiled views is what you'll see here, the first thing I want to show you, is if I select an item in the schedule, it will highlight that same item over in the floor plan. So as I click on different items, like these Breuer chairs, you see them highlight over there, or maybe this sofa or maybe this corbu chair. So it's a very quick and visual way to verify where each item in the schedule is over in your model. It also confirms that point I was making that this is a live view of your model.
I can prove that to you right here by selecting, say, this queen bed, and if I click on the dropdown for the family and type, that will actually give me access to all the other families and types that are loaded in this project. Let's make that a twin bed. So I can do that right there in the schedule. Now that's exactly the same as if the floor plan was active and I opened up the Type selector here and changed it back to a Queen bed. It achieves exactly the same thing. Notice that the schedule has updated as well.
So just one more example of, it doesn't matter where you do your edit in Revit, pick a view that's convenient for you, because the change will apply everywhere. Let's look at another example. One of the nice things about a schedule is I can click and drag through multiple items, and notice that all of these nightstands over here will highlight here in the floor plan. Now what you can't do is just go right to the dropdown here. You see how that drops the selection. It went right to that one item. So let me reselect them.
What you do is, you leave the selection active and you click over here on the title bar of the floor plan. That maintains the selection and then you can come over here to the dropdown, scroll down, and maybe I can choose a different-size nightstand. Let's enlarge those slightly. So those are few different examples of where it could be really handy to use the schedule as a selection tool or a modification tool. Well, let's go a little further with this. I've actually got two versions of this floor plan. In the previous movie, we talked about tags. And so here is my regular floor plan, and I've got this other one here called Level 1 Furniture.
I'm going to open that up and I'm just going to manually position it on top of the other one. Now you notice those four nightstands are still selected and if I zoom in slightly, you'll see there is a question mark on top of each of these items. What I've previously done is loaded in furniture tags and assigned them to all the furniture in that view. Well, if I come over here and I click in the Type Mark field of any one of my items--and I'm going to choose one of my Breuer chairs, because I have several of those, and I'm going to type in a designation like CH1-- when I press Enter, Revit will ask me if it's OK to apply this change to all of the instances, because remember it's a type-based change. So we saw similar example of this in the tags movie. And I'm going to click OK, and what you'll see here if I zoom in is that now all of those tags update, not only here, but anywhere that those Breuer chairs are being used.
And you see them all fill in here on the schedule. So again, a nice way to do that kind of an edit. Let's look at one last thing here on the schedule. Click to activate the Schedule view and when you do, notice that when you switch these title bars here, the Modify tab changes, so with the Schedule view active, I get these buttons, but if the floor plan is active, then I get the normal ribbon. So if the schedule view is active, these buttons here apply to the schedule. And I've got this handy little button right here that says Highlight in model. So right now this particular instance of CH1 is selected, and when I click on that, that's another way of not only highlighting the object, but it will actually zoom right in on it.
So that can be really handy if you've got a really big floor plan, and even with the highlighting you can't quite tell which one it's selecting. This command here will take you right to it. If you don't like the view that it gave you, you can click this Show Button and it will actually switch to a different view. Notice that that just switched to the level one floor plan, where a moment ago I was in the level one furniture. And I can keep clicking show until I'm satisfied. When it runs out of views, it will tell me, or when I'm happy, I can just click Close. So as you can see, we can create a really simple schedule in just a few steps.
It just requires our choosing what category we want to schedule 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 of verifying the objects that we have in the model. We can just use it as a way of finding things in the model that we can't easily find. So, schedules are a very powerful part of the entire Revit process. This and tags are really the first times we're really starting to focus on the information part of building information modeling. So in the next movie, we will dig a little deeper into some of the potential that we have in schedule views.
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