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Adding schedules

From: Revit Architecture 2011 Essential Training

Video: Adding schedules

So, to get started, I'm going to create a simple furniture schedule. I'm going to use a furniture schedule, because the items in the schedule will be easily verified, because we can make a quick visual account onscreen and make sure that we're seeing the same stuff in both views. To create a schedule, I'll switch over to the View tab. I'm going to click on the Schedules button. Go to Schedule/Quantities. That will display a New Schedule dialog. All the Revit categories are listed, and all you need to do is select the category that you're interested in for your schedule. So, in this case, I'll choose furniture. Click OK.

Adding schedules

So, to get started, I'm going to create a simple furniture schedule. I'm going to use a furniture schedule, because the items in the schedule will be easily verified, because we can make a quick visual account onscreen and make sure that we're seeing the same stuff in both views. To create a schedule, I'll switch over to the View tab. I'm going to click on the Schedules button. Go to Schedule/Quantities. That will display a New Schedule dialog. All the Revit categories are listed, and all you need to do is select the category that you're interested in for your schedule. So, in this case, I'll choose furniture. Click OK.

So, the multi-tab Schedule Properties dialog will appear and the first tab is Fields. The list of available fields will vary depending on the category you chose in the previous screen. So, I'm going to scroll through this list and locate a few fields that I might want to add. I'm going to add the Type Mark, the Family and Type, the Count, and I always like to add some Comments. So, we'll start with just those four simple fields and I'm going to go ahead and click OK.

It would be possible to do the changes on the other tabs, but we can always come back and do those later and we'll look at those in a later movie. Now, when you display the schedule, you can actually come in here and adjust the columns to make things a little more legible, and you'll see a nice list here of all the furniture we have in our model. Now, to do some of the other things that I'd like to show you with the schedule, it will be interesting or useful to have this schedule side by side with a floor plan view. Now, if you look up here on your Quick Access toolbar, it's usually a pretty good idea to check how many open windows you have before you tile your windows.

So, if we click the Window Switching dropdown, I only have two windows open right now. That's pretty good, but if you have dozens, then you certainly would want to know this next command. Right next to the Switching Windows is this guy right here, Close Hidden Windows. You can also find that on the View tab. This is a very important command. If you've got 30, 40 windows open in your Revit project and you go to Tile, they're all going to be like the size of a postage stamp. Very difficult to read.

So, what you want to do is every so often you want to close all the hidden windows, clean up your view basically. That will also free up some RAM in memory so Revit will perform better, like so. You'll see that now I only have the one active window open. And then you go to your Project Browser, and if you need another view, like the Level 1 Furniture, you can deliberately open it, and then finally on the View tab, you can click the Tile button or use the Windows shortcut, WT. Now, I'm going to go ahead and adjust the view, so that I can get a nice, clean look at the floor plan, and then over here in the Schedule view, I can see very clearly the four columns.

Now, let me show you a few tricks for the way that things work here. Essentially, what we have onscreen is a graphical view on the left in the floor plan, and a tabular view on the right in the schedule. I'm saying it that way because I want you to understand very clearly what we have. Let's talk about the beds for a moment. Here I've got a Bed-Standard King listed, and a Bed-Standard Queen. If you scan through the list, you don't see any other beds, and you can verify that easy enough by looking over your floor plan. There are only two beds.

If I select one of those beds in the schedule, you will see it actually highlight in the floor plan. They are one and the same. The one on the left is a graphical representation of the bed; the one on the right is a text- based representation of the bed. They're both the same bed as far as Revit is concerned. In fact, if I opened up this list right here, here's a list of all the families that I could possibly swap out for that, and I could change this bed on the fly to a twin bed, right in the schedule.

So, this is some of what I was talking about in the introduction when I said you can change it in any view you like and it changes in all views. So, that's a really simple example of that. I've got a powerful one nonetheless. So, that works with any of these objects. Notice how if I select through them. Now, in this case, I have several of these Chair-Breuers. Now, suppose I wanted to eventually tag some of these items. Well, right now, they don't have any type marks. In the previous movie on adding tags, we talked about type marks versus instance marks, and discussed how you would make some of those edits.

Well, right here in the schedule is another way that I could make this edit. I could call this C for Chair 1 and press Enter. Now, when I do, Revit will recognize that the change I'm making is actually a type-based change, and it will apply that to every instance of the Chair-Breuer. Now, we're not really going to see that in the floor plan, because we don't have any tags, but watch what happens in the schedule. So, you see how every instance of the Chair- Breuer has been filled in with the type mark C1. So, again, the schedule just becomes now one more tool in your arsenal as a way for you to select, edit, and manipulate objects.

You can make multiple selections in the schedule as well and sometimes that can be very valuable, very powerful. So, for example, if I have both of these Corbu chairs here in the living room, and if I want to change them for something else, I can click and drag through both items, and you'll see they both highlight in the schedule. Now, the trick is that if you come right over here and you click, unfortunately it drops the one selection and only goes to the first one. So, that actually doesn't do the trick. So, let me drag through them again, get them both selected, but this is one of the reasons why you want the tiled view side by side.

If I just come over here and click on the Floor Plan title bar, that will make the floor plan active. That will give me access to the Properties palette. You can see Corbu Chair listed here on the Type Selector, and now I could open up the list and scroll through and see what other chairs I have available to me. It doesn't look like I have a whole lot of choices for chairs, so I might be somewhat limited in what I can choose. I guess we'll go ahead and just make these a Chair-Breuer to illustrate the point, even though that's not quite as interesting as the Corbu Chair.

But by doing that, notice that both of those chairs also picked up the designation C1, because again, that's now part of that type property for the chair. So, that hopefully gets you a little bit warmed up in understanding the power and the potential of a schedule. So, creating the schedule, you really only need to do two things to get started. You choose a category and then you pick some fields and you'll get that tabular list and then once you have the list, it can be a great way to verify what you have, to make global edits to the project, or to just drag on a sheet for printing.

We'll talk about sheets and printing in a later chapter.

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This video is part of

Image for Revit Architecture 2011 Essential Training
Revit Architecture 2011 Essential Training

81 video lessons · 12572 viewers

Paul F. Aubin
Author

 
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  1. 1m 59s
    1. Welcome
      1m 27s
    2. Using the exercise files
      32s
  2. 13m 45s
    1. Introducing building information modeling (BIM)
      3m 0s
    2. Working in one model with many views
      5m 51s
    3. Understanding Revit element hierarchy
      4m 54s
  3. 47m 31s
    1. Using the Recent Files screen and the Application menu
      3m 21s
    2. Using the Ribbon and the Quick Access Toolbar (QAT)
      5m 3s
    3. Understanding context ribbons
      3m 0s
    4. Using the Project Browser and navigating views
      7m 37s
    5. Using the Properties palette
      10m 1s
    6. Selection and modification basics
      10m 27s
    7. Accessing Revit options
      8m 2s
  4. 42m 18s
    1. Creating a new project
      3m 26s
    2. Understanding the importance of template files
      5m 7s
    3. Understanding project settings
      6m 9s
    4. Opening and saving projects
      9m 9s
    5. Adding levels
      5m 0s
    6. Adding grids
      8m 41s
    7. Adding columns
      4m 46s
  5. 58m 21s
    1. Adding walls
      8m 39s
    2. Using snaps
      6m 39s
    3. Understanding wall properties and wall types
      7m 24s
    4. Locating walls
      7m 34s
    5. Using the modify tools
      7m 33s
    6. Adding doors and windows
      6m 37s
    7. Using constraints
      4m 47s
    8. Adding plumbing fixtures and other components
      4m 8s
    9. Using Autodesk Seek
      5m 0s
  6. 50m 52s
    1. Working with DWG files
      7m 51s
    2. Creating topography from a DWG link
      7m 45s
    3. Understanding CAD inserts
      6m 8s
    4. Using import tips
      4m 6s
    5. Creating a group
      9m 20s
    6. Working with Revit links
      9m 3s
    7. Managing links
      5m 51s
    8. Understanding file formats
      48s
  7. 1h 2m
    1. Working with floors
      8m 37s
    2. Working with footprint roofs
      7m 13s
    3. Working with extrusion roofs
      6m 0s
    4. Roof modifications and examples
      6m 27s
    5. Working with slope arrows
      6m 17s
    6. Adding openings
      8m 13s
    7. Working with stairs
      7m 41s
    8. Working with railings
      4m 29s
    9. Working with ceilings
      7m 36s
  8. 35m 52s
    1. Creating a custom basic wall type
      6m 10s
    2. Understanding stacked walls
      7m 31s
    3. Adding curtain walls
      6m 50s
    4. Adding curtain grids, mullions, and panels
      6m 44s
    5. Creating wall sweeps
      8m 37s
  9. 32m 43s
    1. Using object styles
      4m 45s
    2. Working with visibility/graphic overrides
      6m 52s
    3. Using Hide/Isolate
      7m 11s
    4. Understanding view range
      7m 40s
    5. Using the Linework tool
      4m 2s
    6. Using cutaway views
      2m 13s
  10. 21m 44s
    1. Adding rooms
      7m 4s
    2. Controlling room numbering
      8m 16s
    3. Understanding room bounding elements
      6m 24s
  11. 27m 2s
    1. Understanding tags
      7m 42s
    2. Adding schedules
      6m 50s
    3. Modifying schedules
      6m 8s
    4. Creating a key schedule
      6m 22s
  12. 48m 38s
    1. Adding text
      7m 21s
    2. Adding dimensions
      7m 26s
    3. Adding symbols
      3m 54s
    4. Adding legend views
      4m 42s
    5. Creating a detail callout
      6m 25s
    6. Using detail components
      9m 36s
    7. Adding filled and masking regions
      9m 14s
  13. 34m 39s
    1. Understanding families
      2m 37s
    2. Using reference planes, parameters, and constraints
      10m 46s
    3. Adding solid geometry
      8m 40s
    4. Adding void geometry
      4m 49s
    5. Completing the family
      7m 47s
  14. 32m 6s
    1. Adding sheets
      7m 58s
    2. Working with placeholder sheets
      4m 16s
    3. Outputting sheets to a DWF file
      6m 5s
    4. Exporting to AutoCAD
      5m 50s
    5. Plotting and creating a PDF
      7m 57s
  15. 25s
    1. Goodbye
      25s

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