Revit: Schedule View

Name: Revit: Schedule View
Author: Patrick Porter

Learn about the different types of schedules you can create and how to customize them to your preference

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Course: On-Demand

Hello. Welcome to this chapter on scheduling. Before we get started, I'd like for you to note that I am in Revit LT 2022, and I've opened up the creating views project for my exercise files. So once you get both of those opened up, I'd like for you to follow along. In this particular chapter, we're going to take a look at scheduling. And in this lesson, we're going to take a look at an introduction to the scheduling views. So far in this course, most of all of the views that we've created have been graphic in nature. They've shown the details, or section views, and they were all showing building model components. This time, we're going to take a look at reports that Revit can put out in the form of schedules. So instead of creating a schedule like you would in other traditional 2D applications where you'd have to manually lay everything out and tabulate and add columns and rows and tally up all of your elements, Revit, being the database that it is, makes this so much easier. And we're gonna take a look at that in this chapter. Now let's create some schedules to give us a listing of all of the elements of a particular category that we want to display. So to do this, we can do it either by coming over to our project browser, right clicking on schedules, and say new schedule, or we can come over here to the view menu, come over here to schedules, hit the drop down, and we're gonna choose the schedule quantities. So when we do this, what we're gonna see is a dialogue box asking us to create our schedule. So this is the new schedule dialogue box. We're going to identify the category that we're wanting to list out in our schedule. We're gonna list out doors, so let's select the door category, and it gives our schedule the name of door schedule. We're gonna accept that it's gonna give us the schedule building components, and the phase of new construction. This is gonna be filtered for the list of architecture to make sure that you see it. So let's say okay here, and now we get into the schedule properties. We're gonna add the fields that we want on our schedule. So let's scroll down in this list, and let's find mark. We can select it here and then hit the arrow. This next one we wanna do, let's choose height and width. So here's width. I can double click on it the same as selecting this arrow. So let's width, let's choose height, gonna double click on that. Let's scroll up, and let's add the family and type. Let's see if the manufacturer information might be in there. What else is something they might see? How about the fire rating? And then let's add a column for any comments. Double click on that. Once we're done adding our fields, we can go to the filter. If we wanted to filter it by a particular field, we're not gonna do that at this time. The sort order we can sort it by, and in this case, I wanna sort it by the mark. And for the formatting, we're gonna see what some of the choices are in here. We're gonna leave these all alone. Wait, these are left, alignment, all of these. So let's change these. So instead of clicking on here and changing each one of these to center, what we can do is we can select them all here, hold down the shift key and select the last one. Now we changed the alignment. Let's set it for center. Once we're done here, we can look over here at appearance. We're not gonna make any changes here, either. Just gonna say okay to display our schedule. And here's our door schedule. Let's come over here in our schedule. Let's make column D a little bit wider so we can get most of all the information in here. If our schedule is too small for us, we can hold down the control key and roll our middle mouse button up to make it larger. And if I needed to make some modifications to any of the settings that we had here before, while we have the schedule view open, if we come over to the property browser, we can come over back and make some changes over here, let's say, for the formatting for once you edit the formatting for one of these. I can make that change here. Let's hit cancel here. If I wanted to see where one of these doors were in our model, I can select the door and see up here across the top where it says highlighted model? Let's click on that, and Revit's gonna jump to any one of our views that has that element displayed. I'm gonna hit close here. Let's type WT to tile the two windows now. Click in our level one window, type ZE for zoom extents. And now let's just click on a different element in our schedule, and see how it highlights it over here in our view. If I wanted to change this door while I have it selected here, I can click on this dropdown and I can actually change it to a different size door. Change it here, and the door updates here. So not only does the model update, my schedule updates. I'm gonna undo that. Press control Z, and I've undone that. So that was an introduction to schedule view and creating them in Revit. Join me in the next lesson, where we will take a look at modifying those schedules.

Intermediate Provider : Patrick Porter 5 Lessons · 37m in Arabic, German, English, Spanish, French, Portuguese, Urdu, Chinese

Course Description

In this Scheduling module, you will be introduced to a different type of view, Revit’s schedule view. After seeing how to create a schedule, you will learn how to modify and format your schedules. You will go on to create a room schedule and a key schedule. Finally, you will learn how to export any of your schedule views to separate files and how to also import schedule views into a Revit project.

Revit is a database, and you will learn how to report on the model elements you have added in your project. Most all views in Revit are graphic, displaying plan, section, or detail views of the building model. A schedule is just another type of view that reports model elements in a text-based table format. You will go through the exercise of creating a door schedule first. Next, you will learn how to modify the column display, appearance, filtering options, sorting, and formatting your schedule using the schedule properties. After that, you will generate a room and a key schedule and understand how these types of schedules have a slight difference from schedules created from other model elements. After you have created a few schedules, you will finish off these lessons by learning how to export those schedules to a separate file and then how to import schedules from other files into other Revit projects.

What You'll Learn

Create a schedule view in Revit, starting with a door schedule
Modify and format schedules using schedule properties, including column display, appearance, filtering, sorting, and formatting
Create a room schedule from model elements in your project
Create a key schedule and understand how it differs from other schedules
Export schedule views to separate files
Import schedule views into a Revit project

Key Takeaways

Revit's schedule view is a type of view that reports model elements in a text-based table format, unlike most Revit views which are graphic plan, section, or detail views.
Because Revit is a database, schedules let you report on the model elements you have added to your project.
Schedules can be modified and formatted through schedule properties, controlling column display, appearance, filtering, sorting, and formatting.
Room schedules and key schedules differ slightly from schedules created from other model elements.
Schedule views can be exported to separate files and imported from other files into other Revit projects.

Frequently Asked Questions

What does this Revit Schedule View course cover?

This scheduling module introduces Revit's schedule view, showing how to create a schedule, then modify and format schedules, create a room schedule and a key schedule, and export schedule views to separate files as well as import schedule views into a Revit project.

What is a schedule view in Revit?

A schedule is a type of view that reports model elements in a text-based table format. While most views in Revit are graphic, displaying plan, section, or detail views of the building model, a schedule reports model elements as text because Revit is a database.

What lessons are included in this course?

The course includes the lessons Introducing Schedule View, Modifying Schedules, Creating a Room Schedule, Creating Key Schedules, and Exporting and Importing Schedules.

What types of schedules will I create in this course?

You will create a door schedule first, then generate a room schedule and a key schedule, and learn that room and key schedules differ slightly from schedules created from other model elements.

Can I move schedules between Revit projects?

Yes. The course teaches how to export your schedule views to separate files and how to import schedules from other files into other Revit projects.