Basics Types of Schedules: Schedule/Quantities Schedules: Schedule placed (and modeled in-place) families
Graphic Column Schedules: A graphical schedule of structural columns
Material Takeoff Schedules: Schedule materials in the project
Note Block Schedules: Schedule placed instances of a generic annotation family
Sheet List Schedules: Schedule sheets in the project
View List Schedules: Schedule views in the project
Embedded Schedules: In Schedules of Spaces, Electrical Circuits, Piping Systems, or Mechanical Systems
Key Schedules: Key in typical parameters to quickly populate large schedules of the same category
Keynote Legends: Keynote elements from a predefined list of Key Values & Text
Revision Schedules: Live in the titleblock families
Tips
There are a heck of a lot of cool ideas out there for schedules. This post is a small fraction.
1. Need to identify what type or category of schedule you are looking at?
In the Properties of the Schedule, edit “fields.” The type of Schedule is in the title of the window and the categories is often in the "Select from available fields" dropdown.
A Key Schedule will have an additional Parameter in the properties called "Parameter Name.”
2. Is a Shared Parameter necessary?
Usually when you introduce a .rfa file (ex. tag or component) a shared parameter is necessary to tag or schedule the parameter. However, Generic Annotation families do not need to have shared parameters, to populate a Note Block Schedule.
In addition, a value that schedules for a system family does not need to be a shared parameter, unless you are also tagging it (.rfa).
3. Are you using a Shared Parameter in a tag or component and you're having trouble referencing it in your Key Schedules?
Key Schedules will not support them. Consider FINALLY using those Hard-coded parameters that come with Revit families OOTB. They ARE available in both tags and Key Schedules.
4. Is text wrapping for your General Notes or other text (placed with the Text Tool) giving you grief?
Consider creating a Key Schedule (preferably from an unused category). You will have all the flexibility of Schedules (and even access to some of the new enhancements).
5. A material is in the model but you can't find it in the Material Takeoff Schedule?
Materials applied with the Paint Tool are excluded from a Material Takeoff Schedule
6. A material is in the Material Takeoff Schedule but you can't find it in the model?
Right Click and select "Show" to find where this item is in the model
7. Want to manage in bulk the "issue dates" for sheets or the "title on sheet" for views?
Consider creating Sheet List and View List Schedules for internal QC
8. Want to link an Excel File into Revit?
In Excel, Isolate just the portion of table you would like to import
Save as xls or xlsx
In AutoCAD, Create a table (command “TABLE”)
From a Data Link
Create a new excel data link
Browse to location of excel file
Select Excel sheet to link
Say OK and place in model view
In Revit, Create a new LEGEND view with scale set to 12” = 1’-0”
Link your dwg file into Revit
To Update your schedule
Make a change to the excel file and save
In the AutoCAD file, right click on table and “Update Table Data Links” and save
In Revit, Manage links and reload the DWG file
9. Want to Calculate Costs for Material Areas or Volumes?
"Schedules Basics & Tips"
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