The latest release of Revit adds the ability to customize the Browser Organization of the schedules branch in much the same way that has been available for the sheets and views branches for years. Use a number of sorting criteria to group and organize your list of schedules.
- [Instructor] Sometime ago, I did a tip in this series on browser organization. And at that time, I talked about how you could customize the views and sheets branch of your project browser to customize the way it was grouped and sorted. Well we now have that same functionality available to the schedules branch. So to demonstrate that I have a project here with many schedules. And currently it's sorted by the default behavior which is just an alphabetical list. So unless you get into some sort of custom naming scheme where you put prefixes in front of all the names in order to get them to sort the way you want, you really didn't have any good way to sort that list of schedules, and you certainly didn't have any way to group it previously.
But, if you've installed the latest point release of Revit I'm in Revit 2018.1, so if you have the .1 point release then you now have the ability to right click the schedules branch and get to browser organization. Now when you do this, it'll take you to the new schedules tab in the browser organization dialogue. And you can click new over here to create your own custom organization. Now for the moment I'm just going to call that one Custom and click okay. Now here you've got two tabs, filtering and grouping and sorting.
Now I think grouping and sorting is the more powerful tab and that's the one I'm going to focus on. But, let's just do a quick filtering example. With filtering you can shorten your list of schedules by some criteria. So you can choose whether you want to shorten it by category, phase, schedule type, you name what have you. So if I choose category, for example, then I have choices of equal to or not equal to, and then I could choose what category I'm interested in focusing on. So maybe the doors category. Now if I okay that, check that box to make that the active organization and then okay again, you can see my big, long list of schedules shortens to include only two this time, the two door schedules that I currently have.
At which point, if I was going to keep this I'd probably want to rename Custom and choose a better name like Door Schedules just to make that clear. But, I'm not sure how useful that really is. And the fact that it's only equal to or not equal to makes this somewhat limiting. I wish it contained things like contains, begins with, doesn't contain, you know, things like that. If it had more criteria here I think it'd be a little more useful. Alright so I'm going to set this back to none and let's talk about grouping and sorting instead. Here I think there's a lot more potential.
So under group by you have the same list of choices. So we can group by any one of these things. Let's start with category and click okay, and then okay again. Well now I'm back to seeing all of the schedules, but notice that I've got sub-branches now for all of the categories. So in most cases, I only have one schedule per category, but as we saw a moment ago, I have two door schedules, so, depending on which category you expand, you'll see each of the schedules within that category contained beneath it.
And also, at a glance, you'll be able to tell which categories of schedules you've created. So that's not too bad, that's reasonably useful. But let's see if there's a better choice. Now we could also do by phase, or by schedule type. Now I don't have any phasing assigned, so let me go right to schedule type, let's click okay here. That's kind of interesting, because as you can see now, I get a branch for building component, note block, sheet view, view list. Why only have one each of view list, sheet list, and note block? Most of my schedules are building component schedules.
This is the same list of choices that would be available here. So that's what they mean by schedule type. Which one of these kind of schedules is that? So let's go back and look again at what options we have. Alright, so we've looked at categories, schedule type, I'm skipping phasing. I think view name and view template have a lot more potential than any of the other choices. So let's try view name. Now in my case, if you look at my list of building component schedules off in the browser there, you can see that many of my schedules are prefixed with a two character code.
So, what if we chose view name, and not all characters, but we chose the leading characters and set this number to two. What that will do for us when we okay that is it will group by the first two characters of the names. Therefore all my QA schedules will be grouped together, and all of my QC schedules will be grouped together. And so on. So it makes it real easy for me to kind of group them based on how I'm using them. Now, unfortunately, it doesn't work so well for schedules that I have not given a prefix to.
So if you're going to use this technique then it's still important for you to get into the habit of naming your schedules carefully. So if I were to rename both of these and put a prefix in front of them, like maybe AR, I could say that both of these room schedules are architectural and maybe this window schedule is also architectural. And so by putting AR in front of all three of those when I scroll back to the top now they're all under the same grouping. So this method would completely rely on how diligently you were with your naming convention.
But if you follow a pretty strict naming convention it could be a pretty useful and powerful way to do it. Well, my favorite one is actually the last choice that we had on the list there. So let's edit one more time. And we're going to look at view template. Now at first, when I click okay, it's not going to seem like it's doing anything terribly useful. So let's choose view template, let's click okay, okay again. We get one branch here called none, and, if you expand every single schedule is back under that same branch.
So it really isn't any different than it was when we started. However, because it's sorting by the view template designation, and this is also something that dynamically updates itself, now all we need to do is make sure we assign a view template to each of our schedules. And when we do, the browser organization will automatically adjust. Let me demonstrate. So I'm going to select the door schedule. And then up here on the properties pallet there's a view template designation and it currently says none, which is where this is coming form.
So I'll click that. Now when you get to this dialogue, it still doesn't seem like there's really anything you can do here, because everything's kind of grayed out. All these buttons are unavailable, there's nothing here in the list. So you're thinking, "Okay, well not what?" There's this little checkbox right here, show views. If you check that, it will now show you the list of all the schedules. And you can use one of these existing schedules as a view template for the rest. Now what I'm going to do is take that a step further. Because as soon as I select my door schedule again, notice that the duplicate button becomes available.
So now I can click that and give this a name. And I'm going to call this sheet schedules. Now, if I click okay, we now get a new branch called sheet schedules that contains only the door schedule. Now, I didn't change anything about the sheet schedule's view template. You certainly could if you want to, that's optional. If you want to change some of the settings. But I'm not really concerned with the setting so much as just creating a dynamic branch on the browser.
So what I'm going to do now is scroll through my list and find all of the other schedules that I want to include in that branch. So I'm going to choose my controls, and then each of my architectural ones that I renamed a moment ago come up here and click none, and assign them to sheet schedules. And now they are all included in that list. Now I'm going to come down here and select the view and sheet list. Click on none, select sheet schedules, but I don't want to click okay yet, I want to duplicate that and call this something else, like working schedules.
And then while I'm here I'm going to duplicate it one more time and call that quality schedules. Now I'm going to go back to selecting working schedules because I still have the sheet and view list selected. Click okay, that creates that branch. Now I can select all of my quality schedules and assign them to my final setting. So there's nothing different about any of those view templates. They're all just a name. But what it allows me to do is that. I can create a nice dynamic set of groupings that all I have to do is assign the schedule to.
I can call them anything I want and then they just sort of manage themselves. So, that's really the technique that I like the best in terms of using the browser to make hierarch grouping, because now I can take working lists and get that out of the way. And I can focus on the schedules that I care about, the ones that I want to put on my sheets, without having to see all of those other ones until I need them. So, the browser organization feature is now available on your schedules branch, and if you're clever, you can use it in a way to give a degree of hierarchy and organization to the schedules branch that was not previously possible.
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