Schedules Can’t Do That in Revit 2017 -...

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© 2016 Autodesk © 2016 Autodesk Join the conversation #AU2016 Schedules Can’t Do That in Revit 2017 Michael Massey Senior AEC Application Consultant @mgmassey01

Transcript of Schedules Can’t Do That in Revit 2017 -...

© 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

© 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

Hands on Exercise…

© 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

© 2016 Autodesk© 2016 Autodesk

Using Conditional Formatting• Used to visually

identify

parameters

• Used for Design

Validation

• Check Box to

show on sheets

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Using Conditional Formating

Hands on Exercise…

© 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

© 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

Hands on Exercise…

© 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

© 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

Hands on Exercise…

© 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

© 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

Hands on Exercise…

© 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

© 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

Hands on Exercise…

© 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

Embedding 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

Embedded Schedules

Hands on Exercise…

© 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

Special Characters

© 2016 Autodesk© 2016 Autodesk

Special Characters• Special

Characters

• if((x), Graphic, “”)

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Special Characters

Hands on Exercise…

© 2016 Autodesk© 2016 Autodesk

Special Characters• Special

Characters

• if((x), Graphic, “”)

© 2016 Autodesk© 2016 Autodesk

Key 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 Schedules

Hands on Exercise…

© 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

© 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

Hands on Exercise…

© 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.

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Wrap up

Mike MasseyEmail - [email protected]

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

© 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 / Exporting Schedules

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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.