Join Paul F. Aubin for an in-depth discussion in this video Adding schedule views, part of Revit 2018: Essential Training for Architecture (Imperial).
- [Instructor] In this video, we're going to look at creating a schedule view. A schedule view is actually very similar to any other view in your project. It's a live view of the model. The difference is that where a floor plan elevation and section will look at the model, gather up all the elements that it needs to show, and draw them, a schedule view will look at the model, gather up all the elements it needs to show, and list them out in a tabular format. So, let's go ahead and take a look at the schedule feature by creating a furniture schedule for this simple floor plan. So, do to that, I'm going to go to the view tab, click the schedules drop down, and click on schedules and quantities.
This will display the new schedule window and I'm currently filtered by just the architectural discipline, but you're welcome to check the other disciplines as well if you like. And I'm going to choose the furniture category. That will suggest the name furniture schedule, which I am satisfied with, but you can change it if you like. And then I'll click okay. Now, we're going to be in the schedule properties window and at a minimum you need to add some fields to your schedule. So, here's the furniture category that we asked for and here's all the available fields. The available fields are nothing more than the instance and type properties of the furniture category.
So, let me scroll down here and the first field that I'm interested in is the type mark. Now, the type mark is nothing more than the designation for each piece of furniture. So, I want to be able to say this is a chair type one and this is a table type two and so on. So, I'm going to add the type mark field by clicking this little icon here in the middle or just simply double clicking it. I'll scroll back up. I'm going to add the family and type next. That's going to be the family name and the type name, so that will help me identify what each piece is. Revit can count everything for me, so I'll add that.
That seems like a pretty good idea. And then I'll add some comments. Okay, most schedules have some sort of a comment or remarks field. Now, I'm going to just stick with these four fields, but you certainly could add more if you wanted to. If you got them in the wrong order, you can use the move up and move down icons here to shuffle them around in the order that you like. Let's click okay and see the result. So, as you can see, it created a complete list of all the furniture that's currently in my project. Now, I want to be able to see the schedule view and the floor plan view side by side on screen.
You might be tempted to type WT, which is the keyboard shortcut for window tile. Keyboard shortcuts don't work when schedule views are active. So, don't type WT cause it'll actually try and input that value into one of your schedule fields. Instead, you can click the little restore down icon here. That'll kind of float the schedule window and the floor plan behind it. Click on the floor plan and then you can type WT. Or you could go to the view tab and just simply click the tile windows button with either view active.
So, it's entirely up to you. Now, on the floor plan side, I am going to just adjust the screen slightly so that I can see the entire floor plan. And on the schedule side, I'm going to click right between columns B and C and widen out my family columns, so that I can read the whole column. And then, so that I don't have to scroll, I'm going to reduce the width of column C. So now, I've got the complete schedule on one view and the floor plan in the other view. And one of my favorite features about schedules is if you just simply click an item in the schedule, it will immediately highlight that item in the floor plan, which is really handy.
So it makes it very easy for you to understand the direct connection between the listed item in the schedule and what you see in the floor plan. Now, let's say I'm working over here in this master bedroom here and I'm zoomed in kind of close, but then I want to direct my attention to the other bedroom, right? And it's currently got a queen bed in that location. And so, I want to find that item. Well, I'm not zoomed in on it, so it's not highlighting, but there's a button right here on the ribbon, where you can say highlight in model. And what that does is it will just take you right to the selected element in the schedule in the current view.
Now, if the current view doesn't show it very well, it displays this window, where you can click the show button and have it open another view and focus in on that. And each time you click show, it'll just keep opening another view until you click close to say you're satisfied. So, in this case, I'm happy with where it took me, so no need to open another view. Now, I've got the bed still selected and notice that the schedule is not just about listing information, it's also a live view and you can make edits. So, do you see how this is actually a drop down? And I could try a king bed in this location.
Now, it doesn't fit so well, so maybe I'll want to change it back to a queen bed, or possibly even try a double, but you're able to actually make that adjustment directly in the schedule view. So that can be a very powerful way to work. Now, I'm going to come over here to the floor plan, going to zoom things back out again, so I can see the entire floor plan view. Alright, so what else can we do in the schedule? Well, it turns out that you can use the schedule as a selection tool as well.
So, notice that I've got four nightstands down here at the bottom. You can actually click and drag in one fluid motion and it will select all of those items that you dragged through. So, the way to do that is you click and drag in one motion. Don't release in between. And notice that it selected all of the nightstands. Now, unfortunately, you can't edit all four right in the schedule cause it'll just drop the selection. So, let me click and drag again between all four of those.
And then, I want to maintain the selection as I switch over to the floor plan. So, I'm going to come over here and click on the title bar of my floor plan. That will keep the four nightstands selected. Now, watch the sizes over here as I open up the type selector and choose a different size. And notice that the nightstands will get larger and that new size will be reflected in the schedule as well. So, that will work whether or not I had all four selected. So, for example, if I came over here and I select this chair in the living room and I go to edit type and I do the same modification, I put in CH1, for example, for the type mark, notice that's actually going to fill in in two locations.
So, there's actually two instances of the Corbu chair and now they both have the same type mark designation. You can do that in the schedule as well. So, I'm going to click next to one of my Breuer chairs. And I'm going to type in CH2. When I press enter, it will say this change is going to apply to all instances of the Breuer chair. And when I click okay, you're going to see that fill in in lots of locations. Now, it might be nicer in the floor plan if we could actually see some result of making that change. So, it turns out that I've got another floor plan here on the browser called level one furniture.
I'm going to open that up and kind of position it and stretch it right on top of the existing floor plan. And then, let's zoom in. And notice that in this floor plan, I've added furniture tags. So now, it's going to be a little bit easier to go back and forth between the floor plan and the schedule and kind of see when everything has been given a designation. So, as an example, I could zoom out here and notice that there's question marks on top of many of the furniture elements, like this bed right here.
Now, notice that it's trying to select the bed. So, what you're probably going to have to do is hoover over the question mark, press tab. That's going to allow you to select the tag. Then you want to pause for a moment and click again right on the question mark. And that will allow you to fill in some designation. I'm going to put in BD1. That will also confirm that you're applying this at the type level and you can answer yes. And you'll see it reflected on the schedule. Now, if I went back to this double bed that I did before and I change it to a king bed, notice it will actually show that same designation.
So, once you've filled in the designation, it will appear anywhere that you use it, okay. Now, I do want to mention one little thing. If you're clicking on the tag and you're ending up in the family editor editing the tag and you're wondering what's going on, go to the file menu, go to options, click on the user interface tab. Next to double click options, click customize and change the family double click option to do nothing.
By default, it's set to edit family and it's really frustrating when you're trying to edit tags because if you click on them, it thinks you're double clicking and it takes you into the family editor. So, my preference is to tell the families to do nothing in that situation. So, as you can see, a schedule is a very powerful view type that we have available to us that allows us to not only report on all of the information that's contained in our model, but we can actually use it as a selection tool, as an editing tool, and work seamlessly back and forth between graphical views like floor plans and elevations and our schedule to do a more complete and coordinated modification effort.
First, get comfortable with the Revit environment, and learn to set up a project and add the grids, levels, and dimensions that will anchor your design. Then author Paul F. Aubin helps you dive into modeling: adding walls, doors, and windows; using joins and constraints; creating and mirroring groups; linking to external assets and DWG files; and modeling floors, roofs, and ceilings.
Paul also shows advanced techniques for modeling stairs and complex walls, adding rooms, and creating schedules. Finally, discover how to annotate your drawings so all the components are clearly understood, and learn how to output sheets to DWF, PDF, or AutoCAD.
- Understanding BIM and the Revit element hierarchy
- Navigating views
- Creating a new project from a template
- Adding walls, doors, and windows
- Adding plumbing fixtures and other components
- Linking AutoCAD DWG files
- Rotating and aligning Revit links
- Working with footprint and extrusion roofs
- Adding openings
- Adding railings and extensions to stairs
- Creating stacked and curtain walls
- Hiding and isolating objects
- Adding rooms
- Creating schedule views and tags
- Adding text and dimensions
- Creating new families
- Using reference planes, parameters, and constraints
- Plotting and creating a PDF