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© 2016 Autodesk© 2016 Autodesk Join the conversation #AU2016
Schedules Can’t Do That in Revit 2017
Michael MasseySenior AEC Application Consultant
@mgmassey01
© 2016 Autodesk© 2016 Autodesk
Mike Massey
Senior AEC Application Specialist
25+ Years of AEC Experience
Repeat speaker at AU, RTC and AIA events
A contributing author for Autodesk Official Training Courseware.
Autodesk Revit Certified Professional
Autodesk Revit Implementation Certified Expert
Autodesk Consultative Methodology Certification
Autodesk MEP Systems Engineering Specialization Certification
Autodesk Fabrication Specialization Certification
Presenting Today…..
© 2016 Autodesk© 2016 Autodesk
If you can model it, you can schedule it. Using schedules in Revit is a powerful way of
viewing the Information in your BIM projects. Schedules in Revit have improved over the
past couple of releases. This session will explore the new features in schedules as well as
discuss some of the lesser known parts of creating schedules like Creating Embedded
Schedules, using Conditional Formatting in schedules, or understanding Key Schedules. We
will also dive into Shared, Project and Global Parameters and how to use these in calculated
formulas.
Class summary / Learning Objectives
At the end of this class, you will be able to:• Work with Parameters in Schedules
• Know When and Where to use Key Schedules
• Create Embedded Schedules
• Use Tips and Tricks with Schedules
© 2016 Autodesk© 2016 Autodesk
Agenda
Exercise 1• Adding Images to Schedules
• Using Conditional Formatting in Schedules
• Populating all Cells in a Schedule
• Creating a Combined Parameter
• Working with Shared Parameters
Exercise 2• Working with Global Parameters
• Creating an Embedded Schedules
• Using Special Characters in Schedules
Exercise 3• Creating a Schedule Key Schedule
• Creating a Note Block Schedule
© 2016 Autodesk© 2016 Autodesk
Using Images In Schedules• Use images
that are
imported into
the model.
• Images appear
when schedule
is placed on
sheet.
• System
Families have
Type Image
and Image
© 2016 Autodesk© 2016 Autodesk
Using Images In Schedules• Use images
that are
imported into
the model.
• Images appear
when schedule
is placed on
sheet.
• System
Families have
Type Image
and Image
© 2016 Autodesk© 2016 Autodesk
Using Conditional Formatting• Used to visually
identify
parameters
• Used for Design
Validation
• Check Box to
show on sheets
© 2016 Autodesk© 2016 Autodesk
Using Conditional Formatting• Used to visually
identify
parameters
• Used for Design
Validation
• Check Box to
show on sheets
© 2016 Autodesk© 2016 Autodesk
Filling All Cells• Modifies all
items in a
schedule
• Sort by
parameter to
be modified
• Uncheck
Itemize every
instance
• Reapply View
Template
© 2016 Autodesk© 2016 Autodesk
Filling All Cells• Modifies all
items in a
schedule
• Sort by
parameter to
be modified
• Uncheck
Itemize every
instance
• Reapply View
Template
© 2016 Autodesk© 2016 Autodesk
Combine Parameters• Ability to add
Separators
• Prefix or Suffix
• Individual
parameters
can be
removed
• To modify the
Units,
individual
parameters
must be used
• Can hide
individual
parameters
© 2016 Autodesk© 2016 Autodesk
Combine Parameters• Ability to add
Separators
• Prefix or Suffix
• Individual
parameters
can be
removed
• To modify the
Units,
individual
parameters
must be used
• Can hide
individual
parameters
© 2016 Autodesk© 2016 Autodesk
Shared Parameters• Shared Vs. Family
Vs. Project
Parameters
• External Text File
• Have one master
shared parameter
file for the entire
office
• Take advantage of
Groups to organize
parameters
• Used in Families
and in Project
Parameters
© 2016 Autodesk© 2016 Autodesk
Shared Parameters• Shared Vs. Family
Vs. Project
Parameters
• External Text File
• Have one master
shared parameter
file for the entire
office
• Take advantage of
Groups to organize
parameters
• Used in Families
and in Project
Parameters
© 2016 Autodesk© 2016 Autodesk
Global Parameters• Are specific to
a single
project.
• Are not
assigned to
categories.
Global Parameters
can be:
• Simple Values
• Derived from
equations
• Values taken from
other global
parameters
© 2016 Autodesk© 2016 Autodesk
Global Parameters• Are specific to
a single
project.
• Are not
assigned to
categories.
Global Parameters
can be:
• Simple Values
• Derived from
equations
• Values taken from
other global
parameters
© 2016 Autodesk© 2016 Autodesk
Embedded Schedules• A schedule in a
schedule
• Available in
Room
Schedules
• Specifying
Room
Information in
Door Schedules
© 2016 Autodesk© 2016 Autodesk
Embedded Schedules• A schedule in a
schedule
• Available in
Room
Schedules
• Specifying
Room
Information in
Door Schedules
© 2016 Autodesk© 2016 Autodesk
Key SchedulesDefine Key
Schedule• A schedule for a
schedule
Setting up the
Key Schedule• Add Keys by
selecting New
Row
Scheduling the
Keys• Add the Key
Schedule
Parameter to the
schedule
© 2016 Autodesk© 2016 Autodesk
Key SchedulesDefine Key
Schedule• A schedule for a
schedule
Setting up the
Key Schedule• Add Keys by
selecting New
Row
Scheduling the
Keys• Add the Key
Schedule
Parameter to the
schedule
© 2016 Autodesk© 2016 Autodesk
Note Block Schedules• Used to create
a numbered list
• Uses an
Annotation
Symbol
• Add a Sheet
Parameter
• Filter Schedule
by Sheet
Parameter
© 2016 Autodesk© 2016 Autodesk
Note Block Schedules• Used to create
a numbered list
• Uses an
Annotation
Symbol
• Add a Sheet
Parameter
• Filter Schedule
by Sheet
Parameter
© 2016 Autodesk© 2016 Autodesk
ConclusionLearning
Objectives
• Working with
Parameters in
Schedules
• When and
Where to use
Key Schedules
• Creating
Embedded
Schedules
• Tips and Tricks
with Schedules
• Schedules are a vital part of documentation.
• Parameters are needed on a project level and an office
wide level.
• Custom parameters and Calculated Value parameters
are needed.
• Schedules should be used throughout the project to
assist in meeting design requirements.
© 2016 Autodesk© 2016 Autodesk
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Use the AU mobile app or fill out a class survey online.
Give feedback after each session.
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in real-time.
Your feedback results in better
classes and a better AU experience.
How did I do?
© 2016 Autodesk© 2016 Autodesk
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Autodesk is a registered trademark of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and
specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2016 Autodesk, Inc. All rights reserved.
© 2016 Autodesk. All rights reserved.
© 2016 Autodesk© 2016 Autodesk
Other Types of Schedules• Material
Schedules
• View
Schedules
• Sheet Lists
© 2016 Autodesk© 2016 Autodesk
Material Schedules• List the sub-
components or
materials
• Material Cost
can be
assigned in the
Material
Browser
• Do not Itemize
every instance
© 2016 Autodesk© 2016 Autodesk
View Schedules• A schedule to
manage the
Views in Revit
• Used internally
• Use View
Templates
© 2016 Autodesk© 2016 Autodesk
Importing Schedules• Insert a View
from another
file
• Create a
Master
Schedule
Project
• Create Master
View
Templates
© 2016 Autodesk© 2016 Autodesk
Exporting Schedules• Exports to a
CSV file
• BIM Connect
will push Excel
back into Revit
Autodesk is a registered trademark of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and
specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2016 Autodesk, Inc. All rights reserved.
© 2016 Autodesk. All rights reserved.