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Creating a key schedule

From: Revit Architecture 2013 Essential Training

Video: Creating a key schedule

Many of the fields available on schedules are simple text-based fields. Inputting values in such fields can be a tedious affair. Using key schedules can help. A key schedule is a schedule that allows you to create a named style complete with the values for several text fields. You can add this key to your main schedule, and then by choosing one of your predefined key styles from the list, Revit will input all the values designated by that key. So I'm in a file called key schedules, and this is our complete condominium building that we've looked at in some of the other movies. So it's a three-storey building.

Creating a key schedule

Many of the fields available on schedules are simple text-based fields. Inputting values in such fields can be a tedious affair. Using key schedules can help. A key schedule is a schedule that allows you to create a named style complete with the values for several text fields. You can add this key to your main schedule, and then by choosing one of your predefined key styles from the list, Revit will input all the values designated by that key. So I'm in a file called key schedules, and this is our complete condominium building that we've looked at in some of the other movies. So it's a three-storey building.

And if you scroll through this schedule here a little bit--this is the room finish schedule right here that we're looking at-- you see that we've got Level 1, Level 2, and Level 3; there's a header for each of those levels; and I've even added footer at the bottom, which gives me the total quantity of rooms on the floor; and it's even totaling up the square footage over here, which is all nice useful information. Revit is automatically giving us the number, name, and the area, but all of this stuff in the middle here is waiting for me to do the input. Now, naturally, if I have to go through each and every one of these fields independently, I'm going to be here for a little while, and it's probably not going to be a job I'm looking forward to.

So let's look at some ways that we can speed this data input up. So I'm going to click over here next to this master bedroom, and in this Floor Finish field, I'm going to type "carpet." And then over here for the base finish, I'm going to put in wood, and then maybe for the kitchen here I'll put in Tile for the Floor finish, and for the Hallway I'll put in Hardwood. So I could keep going. So I'm going to click in this other master bedroom, and it probably has the same designation as carpet and I could type it again, but if you click there, you will see there's a little dropdown. Oh, and that's kind of nice, Revit is actually remembering the values that I typed in the other three fields. And it's sort of building a list for me, so I can just choose carpet off the list there and for this Living Room, I could choose Hardwood here.

Now notice it didn't use wood. Each of these fields builds its own list; so you don't get one master list, you get several smaller ones. Well, that will certainly speed things up a little bit, but we can do better than that. This is really where a key schedule is going to come in. So what I would do is create a brand-new schedule. So I'm going to go to the View tab, click on the schedule dropdown, and choose Schedules and Quantities. Scroll down through the list. The category for the schedule is rooms. But before I click OK, I want to change the kind of schedule I'm creating and make it a schedule keys.

That will suggest the name of Room Style, and I'm going to change that to Room Finish-Style. Up here, I'm going to call this also Room Finish-Style schedule. When I click OK, it looks very much like the other schedules that we created, except that there is key name field that's already added over here no the right. That's the only thing that's really different about it. Now I'm going to move this out of the way slightly so that I can see the fields in the background. What I'm doing with this is this key name is going to automatically input each of these text fields back here.

So I'm going to add Floor Finish, and then Base Finish comes next so I'll add that, and then Wall Finish, Ceiling Finish, and if I wanted to. I could add Ceiling Height as well, but I'm going to just do the four finishes. I'll click OK and what Revit gives me is an empty schedule. Now, the way you work with this is up here on the ribbon you have a single button called New. I'm going to click this three times. And it will create three key names: one, two, three. Now I'm just arbitrarily picking three; you can make as many of these keys as you want.

But I'm going to type in some information here. For the first one, I'm going to call it Bedrooms; the next one, I'm going to call it Living Areas; and the last one I'm going to call Public Areas. So you want to choose descriptions that are meaningful to you--and I can widen these fields if I want. Next, I want to decide what finishes I want to apply to each one of these keys and just sort of fill in those values. So for the Bedrooms actually I can use these ones I've already filled. The bedrooms are going to use Carpet, they're going to Wood base, and they're just going to be Paint for the walls, and the ceilings is going to be Drywall.

Living Areas is going to be Hardwood. Base Finish is also going to be Wood. We'll use Paint again. The Ceiling will also be Drywall. And then finally, in the Public areas we'll put a tile Base Finish. Maybe we'll do vinyl base. Maybe we're going to have wall covering, just to see something different here, and then the ceiling tile will be acoustical tile ceiling. So I'm just going to put in something just so its different. It's not really important what values you put in here, but just so that you input some values.

Now I need to take this key schedule and use it to input the values in my broader schedule. So I'm going to come back down to my Room Finish schedule here, so I'm going to double-click it. That will bring it forward again. And I'll scroll down over here on the Properties palette, and I want to go to the Fields button right here, and you'll now see a Room Finish-Style field over on the left-hand side. I'm going to select the Floor Finish field over here and then click the Add button and it will add the Room Finish-Style. Actually it added it below the floor finish, so I'll just click this Move Up button to move it above the floor finish, and it will add it in right there.

When I click OK, you'll see now a Room Finish field appear with the word None next to every one of the values. Now we can use this by simply opening up the list, and there is our three named styles. There is Living Area. It fills in all of these values. Here is my Bedrooms right? Here is bedrooms. It fills in all these values. If I find a Public Area, like maybe the garage here. It's not really to have tile and vinyl base. Here we'll do the lobby. The lobby is a better choice, right.

We probably want to make a garage style for the garage, but you get the idea. Now that's certainly a lot faster than manually typing in, and it's also a lot more consistent, because now when I choose the style it automatically assigns all the other values. I don't have to worry about getting them out of sync. But I could speed it up even more. Before we started, I created a copy of the room finish schedule called working finish schedule. I'm going to open that up now. And you'll see that it's organized quite a bit differently than the other schedule is. What I've done here is, if we go to sorting and grouping, I removed the level field, I removed the room number field, and I'm sorting by room name.

Down here I turned off Itemize every instance, so I'm only getting one instance of each room name. Then because of itemize every instance, they all collapsed together, so all I need to do now is select the place where I want my new room finish style to go, over at the name field, I'll select Room Finish. I'll add that, click OK. I now have that, and now if I select this and I choose Bedrooms and I select this and I choose Living Areas and I select this and choose Bedrooms, you can see I'm filling this in, but more importantly if I return back to the Room Finish schedule, what you'll see here is I'm actually filling in data across the entire building.

So using this working schedule and my key schedule, I can make really short work of this otherwise very long, very daunting schedule. So a key schedule is a great way to manage repetitive data input, build styles that are logical that belong together, type them in once, and then apply them to multiple objects throughout your building model. I'm doing it with a room schedule here, but it will work with any kind of object that uses manual type-in text fields. You fill in the keys, you apply them, and if you're clever about the way you set up your schedules, as you can see here, we can make really short work of an otherwise very tedious data-input task.

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This video is part of

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Revit Architecture 2013 Essential Training

96 video lessons · 12616 viewers

Paul F. Aubin
Author

 
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  1. 1m 57s
    1. Welcome
      1m 2s
    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. 54m 44s
    1. Understanding the different versions of Revit
      1m 19s
    2. Exploring the Recent Files window 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. Using the Project Browser
      5m 34s
    7. Navigating views: Zooming, panning, and rotating
      5m 57s
    8. The basics of selecting and modifying
      9m 49s
    9. Accessing Revit options
      6m 19s
  4. 47m 6s
    1. Creating a new project from a template
      7m 42s
    2. Accessing a multi-user project with worksharing
      4m 16s
    3. Configuring project settings
      6m 33s
    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. Exploring wall properties and types
      7m 37s
    4. Locating walls
      7m 27s
    5. Using the modify tools
      9m 32s
    6. Adding doors and windows
      7m 39s
    7. Using constraints
      8m 27s
    8. Adding plumbing fixtures and other components
      8m 39s
    9. Using Autodesk Seek
      4m 19s
    10. Using wall joins
      3m 0s
  6. 1h 11m
    1. Linking AutoCAD DWG files
      10m 59s
    2. Creating topography from a DWG link
      7m 43s
    3. Understanding CAD inserts
      7m 56s
    4. Import tips
      6m 49s
    5. Creating a group
      7m 10s
    6. Mirroring groups to create a layout
      5m 3s
    7. Creating Revit links
      5m 16s
    8. Rotating and aligning a Revit link
      7m 6s
    9. Establishing shared coordinates
      6m 5s
    10. Managing links
      6m 0s
    11. Understanding file formats
      59s
  7. 1h 13m
    1. Working with floors
      8m 57s
    2. Working with footprint roofs
      6m 22s
    3. Working with extrusion roofs
      4m 59s
    4. Attaching walls to roofs
      3m 17s
    5. Using the shape editing tools to create a flat roof
      6m 33s
    6. Working with slope arrows
      6m 0s
    7. Adding openings
      8m 33s
    8. Working with stairs
      8m 4s
    9. Adding railings to stairs
      3m 40s
    10. Working with ceilings
      9m 36s
    11. Adding extensions to railings
      7m 20s
  8. 48m 34s
    1. Creating a custom basic wall type
      10m 18s
    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
      6m 26s
    6. Exploring model lines
      4m 22s
  9. 47m 40s
    1. Using object styles
      4m 19s
    2. Working with visibility and graphic overrides
      7m 3s
    3. Using view templates
      6m 13s
    4. Hiding and isolating objects in a model
      6m 37s
    5. Understanding view range
      7m 7s
    6. Displaying objects above and below in plan views
      6m 35s
    7. Using the Linework tool
      5m 21s
    8. Using cutaway views
      4m 25s
  10. 21m 28s
    1. Adding rooms
      8m 15s
    2. Controlling room numbering
      6m 13s
    3. Understanding room bounding elements
      7m 0s
  11. 33m 13s
    1. Understanding tags
      9m 58s
    2. Adding schedule views
      7m 55s
    3. Modifying schedule views
      7m 12s
    4. Creating a key schedule
      8m 8s
  12. 58m 40s
    1. Adding text
      7m 29s
    2. Adding dimensions
      9m 6s
    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
  13. 41m 29s
    1. Understanding families
      2m 37s
    2. Creating a new family from a template
      6m 29s
    3. Using reference planes, parameters, and constraints
      7m 52s
    4. Adding solid geometry
      8m 40s
    5. Cutting holes using void geometry
      5m 9s
    6. Adding blends
      6m 2s
    7. Completing the family
      4m 40s
  14. 38m 48s
    1. Adding sheets
      7m 44s
    2. Working with placeholder sheets
      5m 24s
    3. Aligning views with a guide grid
      5m 57s
    4. Outputting sheets to a DWF file
      6m 39s
    5. Exporting to AutoCAD
      5m 42s
    6. Plotting and creating a PDF
      7m 22s
  15. 2m 38s
    1. Next steps
      2m 38s

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