Join Paul F. Aubin for an in-depth discussion in this video Copying schedules between projects, part of Revit: Tips, Tricks, and Troubleshooting.
- [Voiceover] Perhaps you were just working on another project and you created some custom schedules and you included some conditional formatting and conditional formulas in those schedules which were helping you evaluate certain design decisions. And you might really find those useful and you might wanna use that same schedule in another project. What do you do about it? Well it turns out it's actually really easy to take a schedule view from one project and copy it over to another. I'm in a really simple project here which if I scroll down you'll notice has really no schedules.
There's just this one window schedule but there are really aren't any others. Perhaps I want to go out to some other project that I was working on and take some of the schedules there and bring them over here so that I don't have to recreate them over again from scratch. How do we do that? Well first thing is I'm gonna wanna switch to my other project and I have it open here on my switch windows so I'll just switch over to there. And I'm looking at a room schedule here that's got some conditional formulas and some calculated values. There's a custom required area field here where you can input in the required area from the client.
If that gets compared to the actual area and if the required area has been met it displays OK over here in the check column if it hasn't been met it displays an X and then further more it conditionally formats a couple of the fields as oranged indicate that that condition hasn't been met. Over here we're actually running a percentage of the total so it looks at this area right here and compares that to the total area of the building and lists out a percentage. And if that percentage is higher than 15% then it's coloring that in this green color.
All of those formulas are useful in helping me make decisions and I'd like to be able to use this same schedule over in that other project. How do I get it over there? Well the easiest thing to do is to actually just right-click on the schedule and copy it to your clipboard. Then I'm gonna hold down my Control key and press Tab and that's gonna cycle back to the other open window that I had open. Now each time you Control + Tab it will cycle to the next open window. If you go Control + Shift + Tab it will go in reverse and you can cycle between any windows you have open.
If you have a lot of windows open that can be the easiest way to get there. Now once I'm here all I need to do is paste but unfortunately if I try to go to the Paste button or I try and do Control + V nothing's happening. This ones (mumbles) got you here you can't be in a perspective view when you do the pasting. Just come over here to project browser and open up any other view doesn't matter which view. That will enable the Paste button and I can do paste from clipboard or you can use the keyboard shortcut Control + V and the schedule will get pasted in here.
And notice that it will immediately read in all of the rooms that are actually in this project. It will also create the custom properties the required area, the percentage of total and the check column. And it will apply all of those conditional formats as well. Now at the moment I don't have any rooms that exceed the 15% threshold so you are not seeing the color show up there. But I can easily demonstrate the check column by inputting something in the required area field for one of these rooms.
Let's say for this conference room here the actual area is 398. Let's say that the required area was 400. Well if I type that in it will say X here and it will change both of those fields to orange. If I change this to 350 then it will go to OK and it will turn off that formatting. You can see that not only did the schedule and all its columns come across but it also created the custom fields including the formatting and the formulas so that's all really valuable. Now that's not the only way that you can bring schedules over.
If I go back to this other file here I've got three additional schedules in this file that I might wanna use. Now I can select them and right-click and copy and paste again and that certainly is easy enough to do. But if you're gonna use these schedules on a regular basis then another option that you have available to you is to select all of them. I'm actually gonna select all four right-click and say save to a new file. This will prompt you for a name and location so I'll just put this on my desktop and I'll just call this Standard Schedules and save it.
And then I'll Control + Tab a couple of times to get back to the floor plan in this view. Now to bring those schedules into this project I need to go to the insert tab and we've got on the import panel here an insert from file option that's this small drop-down menu and I'll choose the insert views from file. I'll browse to my desktop select my Standard Schedules file that I just created and then that will list out all of the views that are eligible to be imported in from that file and in this case it's just these schedule views.
Now I already have the room schedule but I will check the other three and click OK. You may get a duplicate types box this is pretty normal in Revit you can just simply click OK for that. And then what will happen is down here on the schedules list you'll see that all of those schedules will be added to the project. Now if I scroll down to the bottom here you'll see all of the existing furniture that's in this project is listed here. Some of the furniture is not showing up which tells me that it doesn't have any type marks yet.
As you start to input the type marks then these fields would start to fill in data. Another way to see that is on this type base schedule. You can see that you've got several instances here that do have type marks but this instance actually represents 33 items that do not. Now you wanna be careful here that you don't actually just go ahead and input something in here because if I switch back to a floor plan it's quite likely that a single liner in there actually represents several different items and you can see that that's the case.
It's a conference table it's a reception table it's this other table over here. You'd really wanna go through this a little more systematically and apply type marks to each of those and then they will sort themselves out on the schedule. But we also brought in a door schedule here and you could see that this is populating with all of the actual doors that are in this project. The really nice thing about bringing schedules over from an outside project is that it just brings all the formatting and the rows and any custom fields but then it populates itself with the actual model data from the current project all the previous model data is left behind.
It's a really useful and powerful way to share these standard schedules among the different projects. Now I'm gonna show you one last way that you can borrow schedules. It's essentially copy and paste again but it's interesting enough to kind of make a quick note of it here. I'm gonna go to the big R go to new and then project. And then I'm gonna choose this construction template now this comes with the US imperial installation of Revit so if you don't have access to this file you can just simulate the same thing that I'm gonna show you here in your own file.
But if I scroll down there is a sheet here called Temporary Schedule Sheet and when I open that up this particular project has lots of schedules. You could see there's several that are pretty fixed with QA for quality assurance QC for quality control and so on. There's quantity measuring schedules here there's a variety of schedules for all different purposes and you can kinda zoom in and see that each one of these has just been placed here on a sheet. Now why do it this way? Well I mean you could certainly select here and right-click copy to clipboard so it's just another way to do it but I can select these and copy the whole collection of them or I can just sort of pick and choose the ones I want but what's nice about this is I don't have to double click and open each one first I can just zoom in and see what columns it has and what kind of information it's gonna be looking for.
And then if I go, "Oh yeah I think I want that schedule and maybe this one", I could select those to copy into my clipboard and then paste them over in my other project. It's just an alternative way to approaching the copy and paste but it's a little bit more visual because they've been placed here on the sheet first.
NOTE: The exercise files for this course can only be opened in the most recent version of Revit (Revit 2017).
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