& Construction
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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Transcript
00:01
In this video, we will cover creating schedules and filtering, sorting and grouping schedule information.
00:11
Schedules are a great way to report the information in your building model.
00:17
To create a schedule, you can find the schedules quantities branch in the project browser, right click that branch and choose new schedule quantities.
00:29
This opens the new schedule dialog, to begin, you can select the category of elements that you want to create a schedule for,
00:38
if you want to create a schedule containing multiple categories, select multi category.
00:46
For this example, we'll create a lighting fixture schedule.
00:53
Select lighting fixtures.
00:55
And then you can see the name automatically fills in to lighting fixture schedule but you can adjust the name as needed.
01:03
Next you can choose to schedule building components or schedule keys.
01:10
Typically, you'll schedule building components but in some instances you may need to schedule keys.
01:16
These are great for space schedules.
01:21
You can also choose the phase, for this example will select new construction.
01:27
But if you had a phased project you could schedule existing lighting fixtures.
01:32
Or if there were multiple phases of construction, you could choose one of those phases.
01:38
In this case we'll select new construction and then click OK.
01:41
And this opens the schedule properties dialog.
01:46
The first thing you do when creating a schedule is add fields to the list of scheduled fields and these are parameters.
01:55
So in this case we're selecting lighting fixture parameters.
01:60
You can also expand the select available fields from and choose room, space or project information if you wanted to add parameters from one of those.
02:14
With lighting fixtures selected I'll began adding parameters.
02:18
I'll add the type mark.
02:21
And you can click the add parameters button or you can simply double click the field.
02:28
I'll add family and type and then add voltage.
02:36
And number of poles.
02:39
Just a quick note here as I'm adding these.
02:42
If you were to see duplicate parameters in this list, it's probably because there are multiple shared parameters that are created with the same name,
02:53
and so shared parameters can have the same name and they're recognized by Revit by the GUID number.
02:59
And so that's why you may have multiple parameters.
03:04
Okay, once you have the scheduled fields list with all the parameters you want, you can go ahead and click OK.
03:12
And create the schedule.
03:14
I'll touch on a few more things here.
03:15
First, you could select include elements and links.
03:19
If you wanted to see you had a linked model with other lighting fixtures, you could include those by selecting this option.
03:27
You could also add a calculated parameter.
03:31
If you wanted to create a custom calculated value, you could do that here and then you can also combine parameters.
03:39
For example, if you wanted to add the voltage and a number of poles in the same field, you could do that with a combined parameter.
03:48
You can also control the order of the list if you need to if they were not in the correct order but I'll click OK.
03:54
And we'll go ahead and create the schedule and you'll notice right off the bat.
03:58
We are scheduling every single light fixture.
04:03
If you if you do not want to schedule every single one and you just want to do it by type.
04:10
There are there's a way you can do that,
04:12
and you'll need to go to the sorting, grouping tab the schedule properties dialog and deselect itemize every instance.
04:20
And then you can control how the schedule is sorted.
04:24
So in this case, if we want to sort by just the type mark, I can choose type mark and then click OK.
04:30
And now this schedule is sorted by the type mark values.
04:37
And so you can see here that these have type marks.
04:40
And then there's one that does not and these are all the lighting fixtures that do not contain a type mark.
04:48
You could continue to sort it by other parameters if you wanted to and that you could.
04:55
There are four options here.
04:57
So four options to control your sorting if you wanted to filter them.
05:02
So let's say you wanted to filter out all the ones that do not contain a type mark.
05:07
You could select type mark and then you could choose has a value.
05:12
And there are several ways to filter schedules.
05:16
You could filter it by say if you want to just the voltage to equal a certain value,
05:22
you could do that if you just wanted to schedule 120 volt lighting fixtures, in this case we'll just do type Mark has a value and I'll click OK.
05:31
And now all the lighting fixtures that do not have a type mark are removed from the schedule.
05:39
So the filtering and sorting and grouping tabs of the schedule properties, dialog provides you a lot of flexibility,
05:47
and you can also do things like calculate totals if there were if you wanted to do that.
05:54
And so in this case we don't have any parameters that we're calculating totals, but we could just get a total count.
06:03
They're also formatting options.
06:05
You can set a field to be horizontal or vertical and then you can choose the horizontal alignment to help customize the formatting of your schedule,
06:15
and then on the appearance tab, you can customize the appearance and control the line, styles of the grid lines or the outline,
06:23
and then you can even choose whether or not to show title or show headers.
06:29
Last thing I'll say about schedules.
06:31
If you update information in a schedule, it will also update it for the model elements.
06:36
So for example, if you update the manufacturer that will update the manufacturer parameter for all of those light fixtures.
06:44
So schedules are a great way to not only report information from your building model but also control the information in your building model.
Video transcript
00:01
In this video, we will cover creating schedules and filtering, sorting and grouping schedule information.
00:11
Schedules are a great way to report the information in your building model.
00:17
To create a schedule, you can find the schedules quantities branch in the project browser, right click that branch and choose new schedule quantities.
00:29
This opens the new schedule dialog, to begin, you can select the category of elements that you want to create a schedule for,
00:38
if you want to create a schedule containing multiple categories, select multi category.
00:46
For this example, we'll create a lighting fixture schedule.
00:53
Select lighting fixtures.
00:55
And then you can see the name automatically fills in to lighting fixture schedule but you can adjust the name as needed.
01:03
Next you can choose to schedule building components or schedule keys.
01:10
Typically, you'll schedule building components but in some instances you may need to schedule keys.
01:16
These are great for space schedules.
01:21
You can also choose the phase, for this example will select new construction.
01:27
But if you had a phased project you could schedule existing lighting fixtures.
01:32
Or if there were multiple phases of construction, you could choose one of those phases.
01:38
In this case we'll select new construction and then click OK.
01:41
And this opens the schedule properties dialog.
01:46
The first thing you do when creating a schedule is add fields to the list of scheduled fields and these are parameters.
01:55
So in this case we're selecting lighting fixture parameters.
01:60
You can also expand the select available fields from and choose room, space or project information if you wanted to add parameters from one of those.
02:14
With lighting fixtures selected I'll began adding parameters.
02:18
I'll add the type mark.
02:21
And you can click the add parameters button or you can simply double click the field.
02:28
I'll add family and type and then add voltage.
02:36
And number of poles.
02:39
Just a quick note here as I'm adding these.
02:42
If you were to see duplicate parameters in this list, it's probably because there are multiple shared parameters that are created with the same name,
02:53
and so shared parameters can have the same name and they're recognized by Revit by the GUID number.
02:59
And so that's why you may have multiple parameters.
03:04
Okay, once you have the scheduled fields list with all the parameters you want, you can go ahead and click OK.
03:12
And create the schedule.
03:14
I'll touch on a few more things here.
03:15
First, you could select include elements and links.
03:19
If you wanted to see you had a linked model with other lighting fixtures, you could include those by selecting this option.
03:27
You could also add a calculated parameter.
03:31
If you wanted to create a custom calculated value, you could do that here and then you can also combine parameters.
03:39
For example, if you wanted to add the voltage and a number of poles in the same field, you could do that with a combined parameter.
03:48
You can also control the order of the list if you need to if they were not in the correct order but I'll click OK.
03:54
And we'll go ahead and create the schedule and you'll notice right off the bat.
03:58
We are scheduling every single light fixture.
04:03
If you if you do not want to schedule every single one and you just want to do it by type.
04:10
There are there's a way you can do that,
04:12
and you'll need to go to the sorting, grouping tab the schedule properties dialog and deselect itemize every instance.
04:20
And then you can control how the schedule is sorted.
04:24
So in this case, if we want to sort by just the type mark, I can choose type mark and then click OK.
04:30
And now this schedule is sorted by the type mark values.
04:37
And so you can see here that these have type marks.
04:40
And then there's one that does not and these are all the lighting fixtures that do not contain a type mark.
04:48
You could continue to sort it by other parameters if you wanted to and that you could.
04:55
There are four options here.
04:57
So four options to control your sorting if you wanted to filter them.
05:02
So let's say you wanted to filter out all the ones that do not contain a type mark.
05:07
You could select type mark and then you could choose has a value.
05:12
And there are several ways to filter schedules.
05:16
You could filter it by say if you want to just the voltage to equal a certain value,
05:22
you could do that if you just wanted to schedule 120 volt lighting fixtures, in this case we'll just do type Mark has a value and I'll click OK.
05:31
And now all the lighting fixtures that do not have a type mark are removed from the schedule.
05:39
So the filtering and sorting and grouping tabs of the schedule properties, dialog provides you a lot of flexibility,
05:47
and you can also do things like calculate totals if there were if you wanted to do that.
05:54
And so in this case we don't have any parameters that we're calculating totals, but we could just get a total count.
06:03
They're also formatting options.
06:05
You can set a field to be horizontal or vertical and then you can choose the horizontal alignment to help customize the formatting of your schedule,
06:15
and then on the appearance tab, you can customize the appearance and control the line, styles of the grid lines or the outline,
06:23
and then you can even choose whether or not to show title or show headers.
06:29
Last thing I'll say about schedules.
06:31
If you update information in a schedule, it will also update it for the model elements.
06:36
So for example, if you update the manufacturer that will update the manufacturer parameter for all of those light fixtures.
06:44
So schedules are a great way to not only report information from your building model but also control the information in your building model.
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