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Phasing and Design Options in Revit
Illustration by Richard Downs

Applying phasing to schedules


From:

Phasing and Design Options in Revit

with Paul F. Aubin

Video: Applying phasing to schedules

So far, all the discussion we've had about phasing we've done in graphical views, but what about your schedules? Well, let's take a look in this movie at how phasing applies to Schedule views. Now if you have been using Revit for while, you know that a Schedule view is really just another live view of your model, and instead of showing things graphically, it lists them out in more of a spreadsheet type format. So I'm in a file here called Phasing Schedules, and if you look at the view that I have open on screen it's called Level 1 Existing. This is showing my existing construction only, and you can see here that I have one, two, three door objects on screen.

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Phasing and Design Options in Revit
1h 54m Intermediate Feb 20, 2013

Viewers: in countries Watching now:

Phasing in Autodesk Revit allows you to show the complete life cycle of a project, such as a before and after or existing and proposed status, while design options allow you to save multiple iterations of a concept in a single project file. In this course, Paul F. Aubin shows how to use phasing and design options to organize multipart, multifaceted projects in Revit. The course also covers adding and assigning phases to views, scheduling phases and designating future work, working with design option sets, and presenting complex designs to clients.

Topics include:
  • What is phasing?
  • Phasing properties for objects
  • Using phase filters and graphic overrides
  • Phasing rooms
  • Looking at topography and phasing
  • Setting up design options
  • Strategizing design options
  • Working with phasing and design options together
Subjects:
Architecture BIM CAD
Software:
Revit Architecture
Author:
Paul F. Aubin

Applying phasing to schedules

So far, all the discussion we've had about phasing we've done in graphical views, but what about your schedules? Well, let's take a look in this movie at how phasing applies to Schedule views. Now if you have been using Revit for while, you know that a Schedule view is really just another live view of your model, and instead of showing things graphically, it lists them out in more of a spreadsheet type format. So I'm in a file here called Phasing Schedules, and if you look at the view that I have open on screen it's called Level 1 Existing. This is showing my existing construction only, and you can see here that I have one, two, three door objects on screen.

Probably the most important item for you to get out of this discussion is that schedules, being just another view, also use phasing the same way that other views do, so what I mean by that is if we go to the View tab, go to Schedules and create a new Schedule/Quantities, I am going to choose Doors, notice that Phase is listed right here, so in other words you can only schedule one phase at a time. So if I want to see those three doors that I have there in the background, I need to make sure that this phase is set to Existing.

Otherwise, I'm going to get the last phase of my project--Phase 2 New in this case-- and I would get a different list of doors that I was expecting. So I'm going to choose Existing there, click OK, go ahead and add some fields just do Family and Type, and I'll add the Width and maybe the Height, perhaps the Thickness and it's always a good idea to add some comments. So there's just some basic fields you can add others if you like, and let me click OK, I won't change any of the settings on the other tabs here, we will just do a very simple schedule, and as you can see, there is our three doors that were listed in the floor plan that we had a moment ago.

Now if I scroll down here on the Project Browser, this one's called Door Schedule, so I might want to rename that you make it clear what this is showing this is my existing door schedule, and as you can see, I have got two other door schedules already here in this file. Here's Door Schedule (Phase 1), and you could see that there are now six doors here, so if compare that to the Phase 1 floor plan, you can make a quick count on screen there, and you can see that in fact we're seeing six doors. Now another interesting thing that we see about these schedules, when we go back to this Phase 1 schedule is when you're in this schedule view, and you look at the properties palette the phase is listed right here, so you could actually change this anytime, and it will adjust what you see on the list.

So I didn't mean to imply a moment ago when I was creating the schedule that that was your one and only chance to do that, I merely meant to say that you might want to remember to do that, otherwise you're going to be scratching the head when you look at the schedule saying why doesn't it look like I expect. But you can always change it later, right here, so that's where it's a good idea to get the name corresponding to what it actually shows. But look right above the phase. We also have phase filter available for the schedule. And just like views could be filtered based on this list of filters, you can do the same thing with schedules.

So if you want to not show any of the new construction and only show the demo, you could do the Show Previous and Demo, and it will change what you see on the list. It doesn't dash them in, because we're not seeing them graphically, but if the phase filter says hide elements that are set to this phase, then it will hide in the schedule, just like it will in the graphical view. So, the main point to get from this is the two phasing features that we were using to control what we see in graphical views, like floor plans, elevations, and sections, also apply to schedules, because Schedules in Revit are just another view of your project.

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