Join Shaun Bryant for an in-depth discussion in this video Organizing and sorting items in a schedule, part of Cert Prep: Revit Architecture Certified Professional (2016).
- In previous videos in this section, we have looked at schedules and different types of schedules as well. We've also looked at that in previous chapters, too. We're in a new Revit project, Revit Project underscore Schedule, and what we're going to do is we're actually doing to develop some schedules and sort and organize those schedules in our Revit project itself. So, open up the new Revit project from the lynda.com exercise files, and then you can save that and use it to follow along with the video accordingly. Once you've done that, you'll notice we're in level zero right now in the floor plans.
Come down to your schedules and quantities in your project browser, and we're gonna go into furniture schedule one. Just double-click on it, and it'll open up the schedule quite happily. Now, if you haven't already created a furniture schedule one, you can go and create one. In this case, it's already loaded into the project. If you want to edit your schedule, you go into the 'properties' palette and hit of these edit buttons here. So I'm going to edit the fields first, and this will bring up the fields tab in the schedule properties. So at the moment, we've got the family and the type of furniture, the mark of the furniture, which is a number assigned to each individual item and the count i.e. how many.
What we can do here, is we can add things like manufacturer, model, the phase created, the phase demolished, the type, and so on. I'm gonna actually add something like, up here, the assembly description, or the assembly name. You can also add just a comments field as well. It's entirely up to you what you want to add. Something else you might want to add is level. Now, the level is the floor where each of them are. So I'm gonna add level to this here and add that across. Then what I'm going to do is I'm just going to okay that and you'll see they're now all at level zero, which is there.
So here's the best bit: if I change that level zero and rename it now, to zero zero-ground like I have done in previous videos, if I click on 'okay' now, and rename the corresponding level and views, it renames the level in the schedule as well, which is great. Now, I may want to actually sort this in a different way. I'm sorting it by family and type at the moment. I might just want to sort it by level. So if I come down here now, and click on the buttons again where I want to edit it. So if I click back in the schedule area and then come back to fields and, and I can click on any of these sorting or grouping, and you can see there that sorting or grouping comes up.
Doesn't matter which edit button you click on, cause you can click on the tabs in the dialog box like so. So I'm in sorting and grouping and family and type is what I'm being sorting by. I'm gonna change that to level and I'm gonna okay it. So now it's sorting everything by level, and it's just telling me that there's eight bits of furniture, and that's it. So there's eight bits of furniture on the ground level. Now what I need to do is go into the sorting and grouping again, and I need to itemize every instance and then it gives me the grand total and each instance on that level of that particular piece of furniture.
Now, what I could do is I could put by level and then by family and type. If I do that and okay it, you'll see it changes the view of the schedule completely. And that that's really useful, because it's sorting by level and then family and type. So if I now go back to fields here and edit those, I'll move level all the way up to the top, like so. And that means that'll be the leftmost column there. So when I click there, it's telling me what level they're on, and there's the family and type. So I can sort it and organize it in many different ways.
And that's one of the major, major benefits of the schedules in Revit Architecture. Now something else you can do in those fields by the way, is I can actually go in and I can change the formatting. So I can come in here and I can change the formatting of each of the fields that I'm using. So they can either be horizontal, they can be left, middle-center, if I center them, they'll all be centered in their boxes on the actual schedule itself. So if I okay that, can you see not that they're all centered like so? The numbered ones and the family and type won't be.
But as you can see it's centered the zero zero-ground ones. These have stayed left because they are working a slightly different way. But if I come back here, and then come back here to sorting and grouping and formatting, if I've got a family and type, notice that that's still left. That's the different way I was talking about. You have to do it for each individual one, like so. So if I set all of those to center, make sure family and type is also set to center, and then okay it. See, each one works in its individual separate way. Now, that actually looks a lot nicer, and if I brought that into a sheet, it would look quite nice on a sheet in Revit as well.
One more thing to look at, though, especially in those fields where we're looking at the formatting and appearance, I can have a hidden field. So, what I might do here now is I might go to mark, the actual mark number which there aren't any in the column at the moment, but I can say that's a hidden field and okay it. It hides it from the view, but when I go into fields here, it still exists. Now, the reason being, is that I might be sucking that data bank out into a database. And I don't need to show the mark numbers actually on the sheet itself but they might need to be sucked out into a database at a later date, perhaps.
So that's why you can hide fields as well. So I'll just okay that now. So that's now a hidden field, as you can see it's not showing. If I go back to fields, though and come back here into formatting and I select mark and I bring it back and untick the hidden field like that, it comes back in as a column again. Last but not least, appearance, this is all your fonts and things like your title text your header text, they're all coming in as schedule defaults at the moment. I might say that the title text is seven millimeter Arial, the header text five millimeter Arial, the body text three point five millimeter Arial.
Okay that, and can you see it all updates there? And when I bring that into a sheet in Revit, it will obviously appear with all those particular fonts and heights of text. So that's how you can organize and tidy up your fields and your columns and your text in your schedules in Revit Architecture.
Once you're finished with this course, you can feel confident taking the Revit Architecture 2015 Certified Professional exam.
- What is Autodesk certification?
- Importing DWG and image files
- Creating and modifying fill regions
- Changing elements
- Working with family types and parameters
- Modeling different architectural elements
- Controlling visibility
- Creating duplicated views
- Organizing and sorting items in a schedule