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Up and Running with Revit
Illustration by Richard Downs

Customizing a schedule view


From:

Up and Running with Revit

with Paul F. Aubin

Video: Customizing a schedule view

In this movie, we'll continue our look at schedules by going a little deeper and customizing the furniture schedule that we completed in the previous movie. So in the previous movie, we created this furniture schedule, which essentially just gives us a count of items that we have in our project. And so this could be useful to help our building owner know how many pieces they have to order. So perhaps the building owner has come back to us and said well what I'd really like to know is how many people I can seat in my restaurant. The wrinkle there is that we can't just simply say well you know jsut count the number of seating objects you have. That would work for the Broyer chair, because you can only seat one person per chair, but what about the booth seating? The booth seating's a little bit more of a challenge. Because you can sit more than one person on each of those booths. So furthermore, we can't just use the totals in the schedule, because the schedule also includes the tables.

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Up and Running with Revit
3h 58m Beginner Jun 20, 2013

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Autodesk Revit is one of the most popular building information modeling (BIM), solutions today. This course covers the differences between the various editions of Revit and shows architects and engineers who are new to the software how to use them. Learn how to choose a template; set up the basic levels, grids, and dimensions; and start adding walls, doors, and windows to your model. Author Paul F. Aubin also shows how to create views and documentation that clearly communicate your plans, import files from other CAD programs, and produce construction documents.

Note: The techniques shown in this course will work with any version of Revit, but due to backwards compatibility issues, the exercise files for this course will only work with Revit 2014. Unfortunately, we cannot downsave the files. Please see a Revit 2013 course for usable files.

Topics include:
  • Understanding the different editions of Revit
  • Setting up levels and grids
  • Adding doors and windows
  • Loading families
  • Working with 3D views
  • Dimensioning a plan
  • Adding a schedule view
  • Importing CAD files
  • Linking to another Revit file
  • Creating sheets
  • Plotting a set of documents
  • Generating a cloud rendering
Subjects:
Architecture BIM CAD
Software:
Revit Architecture Revit Structure Revit LT Revit MEP
Author:
Paul F. Aubin

Customizing a schedule view

In this movie, we'll continue our look at schedules by going a little deeper and customizing the furniture schedule that we completed in the previous movie. So in the previous movie, we created this furniture schedule, which essentially just gives us a count of items that we have in our project. And so this could be useful to help our building owner know how many pieces they have to order. So perhaps the building owner has come back to us and said well what I'd really like to know is how many people I can seat in my restaurant. The wrinkle there is that we can't just simply say well you know jsut count the number of seating objects you have. That would work for the Broyer chair, because you can only seat one person per chair, but what about the booth seating? The booth seating's a little bit more of a challenge. Because you can sit more than one person on each of those booths. So furthermore, we can't just use the totals in the schedule, because the schedule also includes the tables.

So there's a few things we need to do. We need to get the tables off of this schedule, and have the schedule be just the chairs. And then we need to find some way in order to indicate how many people each of those booths can seat. So let's look at doing that here with this example. I made a file called Customizing Schedules, and of course we've got this furniture schedule open at the moment, and you could find that down here on the project browser. Now the first step will be to simply duplicate the schedule that we have. So I'm going to right click on the furniture schedule and under duplicate view choose duplicate. That will create a copy which I will Right click and rename, and I'm going to call this Seating Schedule.

With that seating schedule active let's begin modifying it. So the first thing we want to do is filter out any of the tables. If you look here on the Properties palette, you'll notice that among the five items that we can edit Filter is one of the choices. So I'm going to choose the Edit button right next to filter, and you can filter by up to four criteria. Now the criteria that are available here are the same fields that you added, that we were able to sort and group on. So, if you recall that over here we had our fields that are part of the schedule. Those are the same items that appear here. Now, there are few limitations.

Notice that family and type is not on the list, nor is the count. Well, you can't filter by the count, and you can't filter by the family and type name. Revit shows you the names that are available to filter on. We can filter by some of the other fields, but in order to do that, we have to add them. So our job is to find a field that's a good candidate to filter on, that would give us just the chairs or just the seating. If we look at our available fields here, there's a lot of choices. But what I'm going to do is choose the type mark. The reason I'm going to choose the type mark is because we get to input our type marks. And what I've started to do is label the type marks for each of our items, starting with the letter S.

So let's go ahead and add the type mark. I'm going to move it up to the top of the list, and then let's go over here to filter. Notice that type mark is now on the list. Now, when you choose your filter criteria, over here you can then be more specific. What about the type mark? Do you want it to equal something, not equal something, contain something? What I'm going to do is say it has to begin with the letter s. Now this is case sensitive so, I'm putting uppercase S. Now, let's click Okay, and see what that does.

What I've begun doing is inputting the letter s in front of the type designation for all of my seating families. So, I've done that with many of the booth seating but, I still have a few to do. So, at the moment the schedule is filtering too much. So now what I need to do is go back out to my model, and add type designations beginning with the letter S to the other items that I want to appear here on the schedule. So let's go back to my Enlarged Dining Room Plan. Let's zoom in a little bit here, and I could hunt around and select each object, and go to Edit Type. And look for a designation and if it's there fine, leave it alone, and if it's not there I could type it in.

But that's kind of a tedious way to do it. Notice that this one had a designation already. This one doesn't actually have a designation already, so I could do it that way. But it's kind of the slow way. Let's add tags instead, because if the tag comes in empty, then I know I need a designation, and if it comes in with a value, then I know it's done already. So you recall from a previous movie that we learned how to add tags and we learned how to do it quickly. The command was here on the Annotate tab, and it's the Tag All command. So when I choose this command we get the Tag All not tagged.

I'm going to tag all the objects in this current view, and notice I have several choices for furniture tags. Now, the furniture tags instance is the ones that we're using on the tables here. Those were the ones we created in the previous movie. What I want to do is make sure I'm using the Type tag, because we're sorting our schedule by the type mark. So that's this tag right here. I'm going to use the boxed version. And I'm going to click okay. Notice that a blank tag appears on all the items that still need a designation. Now it looks like a daunting task, but it turns out that if I zoom in here, it's really only two items.

I'm going to click right on this tag. Notice the question mark. I'll click in there, SB4, seating booth 4. Press Enter, and then Revit will ask me if it's okay to apply this to all instances of this type, and I'm going to say yes, that's exactly what I want. Notice that all of these fill in as SB4. I'm going to do the same thing right here. This is going to be SC1, seating chair one. Enter, and again I'll click Yes, and that fills in every chair. So, two edits and I'm done.

If I go back to my schedule, seating schedule, open it up. Notice that I now have more items on the list. Now, you might be tempted to say, well that's it. We're done. Here's 82 on this floor, 80 on this floor. We can seat 162 people. But, not quite. This is just counting the number of physical seating objects, it's not counting how many people each of these can accommodate. So we need to add another field here that allows us to designate how many people each seating item can accommodate. Now, with the Breuer chair, naturally, it's going to be one per, but with the booths, it's going to vary.

So, let's take a look at how we can do that. I'm going to scroll down here. I'm going to click the edit button next to fields. And right here we can add our own custom parameter, right here in the middle. I'm going to click Add Parameter and type in a name for this custom parameter, Number of persons. For the type of parameter, I want to change that to an integer. An integer is just a whole number, and so I'll be able to put in one, or two, or three, and really important, I want to make sure this parameter is a type-based parameter. We don't want an instance because then you'd literally have to input this value for each and every chair.

That would sort of defeat the purpose. What I want to do is do it at the type level. Click Okay, Okay again. That puts the number of persons fields in here at the end. And now all I have to do is go through these 5 fields here and input the values. And it will be Applied to all instances of those chairs. For the 36 inch long booth I can seat one person. When I enter Revit will tell me that it has to apply to all instances that type. So, I'll click Okay. The 60 inch booth can accommodate three.

Okay. The Broyer chair can accommodate one. Okay notice that fills in on both floors, because it's the same broil chair. And then finally the 48 inch booth can accommodate too. So just like that I've put in all the values that I need to put in. But I now need to total up those numbers. So this is how many each chair can accommodate. Now, we just need to create the total. Let's click over here on the formatting button.

We're going to select the number of persons. I'm going to right-align it, and I'm going to tell it to calculate totals. When I do that, and I click Okay, I'll get the grand total number of persons I can seat on each floor and the grand total for the entire building. Notice that these totals now are multiplying. Previously this said 3; it's 3 times 7. So we have 7 of these benches, each one accommodates 3 people. We've got a total of 21 persons, so it's working the way we expect. So now we've got a report that we can go and have a discussion with our building owner.

And with confidence we can tell him your restaurant can accommodate 184 people. So you can see that Schedules in Revit are not just about what you put on your document sheets. Schedules are an incredibly powerful tool that allow you to query your model and get really useful information out. If you've heard the term building information modeling, this is the i in BIM, this is the information part, and it's a very powerful part of Revit.

Find answers to the most frequently asked questions about Up and Running with Revit.


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Q: Will Revit 2014 files work in a previous version of Revit? Will the exercise files for this course work in Revit 2013?
A: Revit file formats are not backwards compatible. A new file format is introduced with each new release. Newer versions of Revit can open older version files without issue. However, files will be upgraded to the latest file format during the initial open. Once saved in the current version, there is no way to save them back to a previous version. Therefore, it is important to consider this issue carefully and discuss it with all project team members before beginning a project. For example, it is not possible for the architect to use a newer version of the software than the consulting engineers and vice-versa. All members of the team must collaborate using the same version/file format. This course was authored using Revit 2014. Therefore, its exercise files can be used with any flavor of Revit (Architecture, MEP, Structure, or LT) 2014 and later. Files cannot be opened with versions 2013 and prior.
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