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Modifying schedules

From: Revit Architecture 2011 Essential Training

Video: Modifying schedules

There are many formatting options available to make a schedule view more legible and enhance its usefulness as an editing tool. In this movie, we will take a look at several ways to manipulate the way that our schedule is grouped, sorted, and displayed. I have a file here onscreen called Modifying Schedules. I have it set up with two tiled windows, a floor plan, and a schedule side by side. If you want to understand how I was able to open and tile both of those, you can go back and review the Adding Schedules movie. We went through the steps there. So the first thing I'd like to do is click on my Schedule view to make it active.

Modifying schedules

There are many formatting options available to make a schedule view more legible and enhance its usefulness as an editing tool. In this movie, we will take a look at several ways to manipulate the way that our schedule is grouped, sorted, and displayed. I have a file here onscreen called Modifying Schedules. I have it set up with two tiled windows, a floor plan, and a schedule side by side. If you want to understand how I was able to open and tile both of those, you can go back and review the Adding Schedules movie. We went through the steps there. So the first thing I'd like to do is click on my Schedule view to make it active.

I'm going to click the title bar right here. You may notice that the Ribbon changes when I do that. I'm going to click back to the floor plan, and I would like you to watch the Ribbon. Notice how that jumps me back to the View tab on the Ribbon. That happened to be the last tab I was on. Then if I click the schedule, I get a new tab, Modify Schedule/Quantities, and it gives me some buttons that have to do with the schedule. So pay attention to that. That tells you when you're in tiled windows which one is active by clicking the title bar of the view window. Now, when the schedule is active, if we also direct our attention to the Properties palette, we can see that we're seeing the properties of the schedule itself, in this case, Schedule Furniture, and then the rest of the name kind of trails off there.

If you watched the Adding Schedule movie, then you remember we had a 5-tab dialog that came up when we were actually creating the furniture schedule in the first place. We only addressed the Fields tab at that time, and I mentioned that we can go back at any time and make modifications. This is the way we would actually do it. So here on the Properties palette, you can see each of the five tabs listed and an Edit button next to each one. So you can jump right to the tab in question that you want to work on. The first one I'd like to show you is Sorting/Grouping. So I'm going to go ahead and click Edit there.

Again, this dialog should look somewhat familiar, particularly if we were to click over here. This is what we saw in the Adding Schedules movie and now we're going to focus our attention here on Sorting/Grouping. So the first thing we need to decide is what do we want to sort by? If I move this out of the way, I've taken the liberty to go in and input a type mark for each piece of furniture. So it might be handy to sort the list in order based on those Type Marks. So we're going to go ahead and open up the list, and you'll see each of the sortable fields listed.

We'll go ahead and click Type Mark. That's all we really need to do. Let's just go ahead and click OK, and you'll now see that everything is sorted, both alphabetically and numerically. Now let's go ahead and take that a little further. Go back to Sorting/Grouping. If you want, it's not necessarily appropriate in this case, but we might see some variation, particularly since we have so many C1s, you can add a header, and I'll add a blank line too, just to give it a little bit more space.

So I'm not sure that that really helps us with the items that we have fewer items of, like the B1s and the B2s, but you can see that the Breuer Chairs, this may be a little helpful, makes it a little more legible. Maybe some of the Night Stands and so on. So in this case, I don't think that helps us a whole lot, but just showing you what some of the options are. Now, let's say that it makes sense, and in the case that I have it doesn't really make sense, but I just want to point out you actually can sort by multiple fields. So after you choose your first field, you can sort by a second or a third and even a fourth field.

I'm not going to do that in this case, but you might want to do that in some of your projects. So I've turned off the header here and I'm going to add a grand total at the bottom. So let's go ahead and click OK and see the result there. Now, I left on the blank line so it doesn't put the number at the top, but it does leave a little space between each group of items. Again, you can decide whether you think that's more legible or not, but here's the grand total down at the very bottom. So it's telling me I have 26 total items, and if you want to manually count and verify that, you certainly can.

I'm willing to trust Revit on this point. Now, why don't I see a count in the Count column? And then you might also be asking yourself, do I really need to see four separate instances of Night Stand listed out or however many Breuer Chairs this is? So let's go back to Sorting/Grouping one more time. If we uncheck this box right here for Itemize every instance and click OK, we now get a much cleaner list, and you'll see two things change. Instead of seeing ten separate instances of the Breuer Chair, we see one and then the Count over here has changed to reflect the total quantity.

Now, we still end up with 26, and certainly we could total it up and see whether or not that number matches or not, but we could even go a little further here. If we need a separate total in that Count column, we actually can do that. We can go to the Formatting tab, we can highlight Count, and we can check this box right here. Now, that might make a little more sense to do in something like an Area column or something like that. The Count really is going to match the same as the grand total, as you can see, but it will put it right underneath that column.

So if you would prefer to have it right there, you can certainly do that right there. So those are some examples of how you can group and sort. And I should point out that this is still a live view, so if I select the C1 chair item now, you're going to see all ten Breuer Chairs highlight in the model at one time. So this can be both a really powerful thing. It can also be a really dangerous thing, because if you were to do something to those ten chairs right now that was undesirable, you would be affecting all of them, like I don't know, delete or something like that.

So be a little careful, okay? But depending on how you want to use your schedule, Sorting/Grouping can really make that schedule a little bit more useful for you. So by Sorting/Grouping your schedules in various ways, you can make the information more readable, easy to digest, and in cases where you're using it as a selection and editing tool, you can make it easier for you to make quick and easy selections of the items in your model.

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This video is part of

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

81 video lessons · 12523 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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