Join Paul F. Aubin for an in-depth discussion in this video Creating a key schedule, part of Revit 2018: Essential Training for Architecture (Imperial).
- [Voiceover] Many of the fields available in schedules are simple tech space fields. Inputting values in such fields can be a tedious affair. Using key schedules can help. A key schedule is a schedule that allows you to create a named style complete with the values for several text fields. You can add this key to your main schedule, and then by choosing one of the predefined key styles from the list, Revit will input all the other values designated by that key. So, what I have here is a large room finish schedule that represents the entire condominium building. So, if we scroll through this, it's a three story building, so you can see I have Level 1 right here, and if I scroll down here's Level 2, and I've got a subtotal for Level 1 above that, and here's Level 3 with a subtotal for Level 3 above that, and the final total is down here at the bottom.
So, there's 168 rooms currently in this entire building. So, quite a few rooms, and we have a floor finish, base finish, wall finish, and ceiling finish to fill in for all of these different rooms. So, as you can see it's quite a bit of information. Now, you can certainly click in any one of the fields in like this master bedroom right here, and I could say that the floor finish for this is gonna be carpet, and then for this pantry here, the floor finish is gonna be tile, and then for the living room I'll put in hardwood.
Now, if I had to sit here and type in all of those values independently, as you can see, it's going to take quite a long time. Now, the one nice thing is, that Revit is seeing the values I type into each of these fields, and it is populating a small list. So, if I got to another bedroom, and I want to choose carpet again I can actually just pick it off the list instead of typing it over again. So, that helps a little bit, but it's still gonna take quite a bit of time. So, let's look at creating a key schedule. What a key schedule is it's a schedule that allows us to create what we call a custom key, and then based on that key we can fill in predefined values for each of these columns, and then when we choose that key it will automatically in put the rest of those values.
So, I'm gonna come over to the View tab, click on the Schedules drop down, and create a new schedules/quantities. Here I'll scroll down and locate the Rooms category, but instead of choosing schedule room building components I'm gonna choose schedule keys. Now, I have two things that I need to name, so I want the key name to be Room Finish Style, and I want the schedule itself to be the Room Finish Style schedule.
When I click okay, it will display the schedule properties dialogue, and they key name will already be added as a field. What I need to do is move this out of the way, and I wanna add each of these manual text fields that I want to input to the same schedule, so I'm gonna add them in the same order. So, we're starting with Floor Finish, and I'll add that, then we're going to Base Finish, Wall Finish, and Ceiling Finish, and I'll click okay. That creates an empty schedule with the columns that I asked for.
Now, on the Rows panel I can insert Data Row, and I'm gonna do that three times, and I'm going to call the first key Bedrooms, I'll call the second one Living Areas, and I'll call the third one Public Areas. You can of course add more if you need to. Now, remember those values that I already typed into Floor Finish? That list will actually appear here, so I can choose carpet for the bedrooms, I can choose hardwood for the living areas, and I can choose tile for the public areas.
For the base finish, in the bedrooms, I'm going to choose wood base. For the public areas, it will be vinyl base, and for the living areas I'll go back to wood base. For the wall finish, just to do something different here, let's do wall covering for the living areas, and then notice that if you start typing it'll also show you the list, and you can choose it right there, and put in dry wall, acoustical ceiling tile, and for this one, it will be drywall.
So, now I've filled in my schedule, and three of my keys. I'm gonna go back to my original room finish schedule, and what I wanna do now is come over to the Properties palette, click on the Edit Fields button, notice that my room finish schedule style field is now available on the list. I'm going to select the location where I want to put it in the schedule over here on the right, so I'll select floor finish, and click the add button here, and it will put it in that location, and it went below it, so let me move it up so that it goes above it, and I'll click okay.
You'll now see the word none in that field for all of the entries, but now what you can do is, I'll take this master bedroom right here, open up the list, and choose bedrooms, and notice that it fills in all of the other values. I'll do that for this bedroom as well, for this living room here it's gonna be living areas, and for this front lobby here this is gonna be public areas. Now, that works pretty well, and it's definitely gonna save me time versus having to type them in manually, but we can do better still, there's still quite a few rooms in this schedule.
So, I've created a working finish schedule ahead of time in this schedule. Let me double click and open that up. Notice that this has a single entry for each unique room name. The way that I did this was, back on Fields, I actually removed the Room Number field, so if you look here, the number field is not included, because that's what made all those entries unique. Then, I went to sorting and grouping, and I'm sorting by name. Furthermore, I turned off itemize every instance.
So now, instead of listing bedroom over and over and over again, it only shows one entry for bedroom, and one entry for bathroom, and so on. Now, what I can do is go to Fields here, select where I want the room finish style to go, add that field over, move it up again, click okay, there it is as a column here. Now, notice some of the entries are blanked out, they don't say none. Those entries are the places where I've already filled it in some locations. So, when a value in a field varies, Revit will actually just display the field as empty.
So, all I have to do is open this up and say this is living areas, open this one up, say it's bedrooms, this one's bedrooms, let's just do a couple more here, public areas, public areas. Now, you're seeing the information fill in here, but what's more impressive is if you go back to the original room finish schedule, and you start scrolling through the list, notice that we're actually populating these values across the entire building. So, using this technique you'll make really short work of what would otherwise be a very tedious data input affair.
So, using a key schedule is a great way to create custom styles, custom types that represent all the values that you wanna input together, and then in a single click you can assign all of those values across multiple fields in a schedule, and it allows you to very quickly input reliable data across the schedule, across your entire building project.
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