Autodesk Revit: An introduction to Schedules

In this Autodesk Revit tutorial I am going to show you the basics of Scheduling. I’ll show you how to create Schedules for any type of element contained within your model. If you’d like to watch the video version of this tutorial first, just click in the box below…

 

 

Revit Schedules are a lot like spreadsheets in so much as:-

  1. They contain columsn and rows
  2. They hold data
  3. The data can be sorted and grouped in a number of different ways
  4. Formulas can be applied to the data in order to generate new values

 

You usually create a Schedule in Revit because you want to quantify (or simply list) specific elements contained within your Revit Project. Examples of typical schedules would be door or window schedules. FOr the purposes of this tutorial I am going to take you through the creation of a window schedule. First of all we need a model on which to base our schedule. I am going to take this two storey classroom block below….

 

 

 

 

For most of the data that you’re going to want to schedule in Revit, the process is exactly the same. So we are going to base this schedule on windows- but if you wish to schedule doors, columns, roofs,. floors, ceilings, curtain panels, etc; the general process is EXACTLY the same. So if you can follow this tutorial for a window schedule, you’ll be good for scheduling all the other categories of elements within Revit. OK, on with the process. First switch to the “View” menu (1) and then from the “Schedules” drop-down (2) choose “Schedule/Quantities” (3)…..

 

 

 

 

This will bring up the “New Schedule” dialogue box. You now need to choose the category of element that you wish to schedule. As we said above, we are going to create a window schedule so we need to pick “Windows” from the list of categories (2). Now we want to give our new schedule a name. Revit automatically generates a default name based on the category you chose. So you can see in the image below (2) that Revit has suggested “Window Schedule” for the name. Change the name now (or later) if you so wish.

 

 

 

 

Revit now brings up the “Schedule Properties” panel. You’ll notice that this panel contains 5 tabs across the top. Everything you need to create, edit, modify and format your schedule are contained within those 5 tabs. You can come back to this panel at any time to make adjustments to the properties of your schedule.

 

 

 

 

With reference to the image above, I am going to take you through the basics of what it contains:-

  1. “Fields” tab: This is where you choose which fields (for the category you chose) are included in your schedule. You can add or remove fields to your schedules at any time.
  2. “Filter” tab: Here you can set up filter rules to only allow certain data to be in your schedule. For example you may wish to generate a door schedule that only contains door references that start with “GF”
  3. “Sorting/Grouping” tab: Here you can set rules to sort and/or group entries in your schedule. For example, all the windows of type “A” are to be grouped together, etc.
  4. “Formatting” tab: Use the tools here to apply basic formatting to your schedule. i.e. the units for each field, whether totals are calculated for numerical values, etc.
  5. “Appearance” tab: Control the line styles used for the border of your schedule when it is placed onto a sheet, the font used for the title, etc.
  6. A list of all the available fields contained within the category you chose- “Windows” in our case
  7. The actual fields that will be used in your schedule. You can see that it is empty at present because we haven’t added any from the list of available fields.
  8. “Include elements in links”: You need to check this box if you want to include (in your schedule) elements that are contained within revit projects linked into your host project.

 

 

 

So let’s go ahead and add some fields to our schedule. You can see in the image above that I’ve used the small green arrow icon to add fields from the list on the left. I have added 4 fields from the Windows category- Family and Typer, Width, Height and Count. Add as many fields as you need to. Once you have added your fields, go ahead and click “OK”. Revit now has enough basic information to create your Schedule….

 

 

 

Your Schedule will appear in the “Schedules/Quantities” group in the Project Browser…

 

 

 

 

Go ahead and double click on the schedule name (if you’ve closed the window) to make it the active view. Take a look over in the Properties palette for the schedule view….

 

 

 

 

Notice (in the image above) how you direct access to those 5 tabs we saw in the “Schedule Properties” panel before. Hit any of the 5 “Edit…” buttons and the “Schedule Properties” panel will reappear, open on the respective tab. You can then make any necessary adjustments top your schedule.

Schedule views are just like any other view with regards to placing them on sheets. Simply left-click ONE and hold- and drag the view onto a sheet…..

 

 

 

 

 

Notice (in the image above) that once the schedule has been placed onto a sheet you can change the column widths using the blue triangular grips (1). Schedules are an inherent part of your Revit Model Database. As such if you make changes in your schedule, you model will change respectively. This is a very powerful feature and allows you to make changes to many elements just be changing their properties in a schedule

Key Points

  • Any element contained within your Revit Model can be scheduled
  • Schedules can be exported from Revit as a CSV file, if required
  • Elements in Linked Revit files can be scheduled in the host project
  • Changes made in a schedule are reflected in the model
This tutorial is taken from "The Complete Beginner's Guide to Revit Architecture" FREE online course.
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Posted in Autodesk Revit.