Join Paul F. Aubin for an in-depth discussion in this video Adding schedules, part of Creating Revit Templates: Views and Sheets.
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- In this movie we'll discuss issues involved with Adding Schedules to your office standard template. Now essentially there are two approaches, I'll look at each of those. One is to just simply create the schedule from scratch and the other is to mine existing project files or other templates that you might have and borrow schedules that are already pre-formatted from there. So, the first schedule I'll create is a room schedule and I'm going to create that one from scratch. So I'll go to the View tab, and click the Schedule drop down and choose the Schedule/Quantities option, the first option on the list.
Here in the New Schedule dialog, you first choose your Category, so we want Rooms, that will suggest the name Room Schedule which you can change if you like, but I'm happy with that. Or if I want, I can be a little more specific and since this is going to focus on finishes, I could change it to Room Finish Schedule, either way. I want to make sure it's Scheduling building components and, we haven't actually added any phasing to our template yet but do verify when you add a schedule that Phase is set correctly. So this one is set to New Construction which is what I want to have here so I'll click OK, and that will display the Schedule Properties dialog.
Now here I'll have my list of Available Fields and I can just sort of go through the list and begin adding them to my schedule. So I'll start with the room Number, then I'll add the room Name, and then I will add the four custom finished fields that I talked about adding in the previous movie. Now, in the previous movie we only added one of those but I've gone ahead, off-line and added a few more. So, I've got my East Wall Finish, my West Wall Finish, my North and South Wall Finish. Now, if you watched the previous movie, you know that these are project parameters and you go to the Manage tab and use the Project Parameters dialog to add those.
If you forgot to add one or you realize there's another parameter now that you wanted to add, there's actually an Add Parameter button right in the middle of this dialog and if you click that, it does essentially the same thing as the other command did. It does not have the list over here on the right of categories because you're already in a Room Schedule so it already knows the category. But in all other ways, it's exactly the same, you can see you're creating a Project Parameter. I'm just going to cancel this because I'm satisfied with the four that I have. So let me start with just those Schedule fields.
You can of course reorganize these if they didn't come in in the order you want so if I want it to be North, then South, then East, then West, I can reorganize them with the up and down buttons and when I click OK, it will create the Schedule. So, as you can see when the Schedule appears, I've got the Number and the Name columns first and then the four Finishes and you can see that I've got the three dummy Rooms that are already in my model and they're all just called Room at the moment but, since this is just my template file, I'm not really terribly concerned about what those names actually are.
Now there's plenty more we can do with this schedule and we'll talk about some of the formatting that we can do in the next movie but what I want to do now is, just look at the alternative approach to adding schedules and that is, if you've already got a schedule built in another project file, and you just simply want to use that in your template, you want to add it to your template, then how do you do that? Well, it's just as simple as opening up the other project file and doing a copy and paste. So, let's do that for a door schedule. So, most firms have a door schedule and let's assume that there's already a nicely formatted door schedule elsewhere in another project.
It turns out that if you go to the application menu, the big R, go to New, and Project, and then click Browse, and load the Commercial Default template that it has a fairly nicely formatted door schedule in there that I'm going to borrow for this example. If you don't have access to the Commercial Default Template, you can go to Autodesk, Seek, and you can search for Commercial Default and download it from the U.S. location on the Seek website. So it's http://seek.autodesk.com, and then you would just search for a Commercial Default.
So I'm going to open this file and create a new project from it, and then scroll down over here on Project Browser, and locate the Door Schedule that's in there and I'll open it up so you can see it. So you can see we've got the Door Number, the Type, the Width the Sizes, we've got information about the Frames, you know, it's a well formated schedule, and you can see that there's even some groupings here and we'll talk about how to do that in the next movie. So all I have to do is right click this Schedule, Copy it to my clipboard, and then switch back to my Project file, which was my Adding Schedules project and I'll go back to the Level 1 Floor Plan but it doesn't really matter what view you go back to and I'll use the keyboard shortcut here, Ctrl+V, to paste it in.
You almost always get a Duplicate Types when you're pasting so just click OK and you can see that that pastes the Door Schedule in. Now, notice that when it pastes in, there's already a door here. Well that's very simply because, if we go back to the Level 1 Floor Plan, we have one door in our model already, so this schedule that we've pasted in is automatically seeing that door and reporting the information about it. So it's fairly simple for you to add schedules to your project template. Think about the common schedules that you always want to have in projects, you're certainly going to want to have a Door Schedule, probably a room finish schedule and maybe an equipment or furniture schedule.
There's any number of different schedules that you might want to add to your projects. And go ahead and go through the process of either mining other projects and finding them and copying and paste them over or just simply build them from scratch directly in the project template.