Work with panel schedule templates

00:01

In this video we will cover editing panel schedule templates and applying panel schedule templates, in this project there are three panel schedules.

00:15

Panel schedules are based on templates and the panel schedule template controls the formatting and the information that appears in the panel schedule,

00:26

to manage panel schedule templates switched to the manage ribbon,

00:31

and then in the settings panel expand panel schedule templates and click Manage Templates.

00:40

In this dialogue there are two tabs, manage templates and apply templates.

00:47

We'll begin on the manage templates tab, to begin, you can select a template type which can be branch panel, data panel or switchboard.

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With branch panel selected you can then choose one of the panel configurations.

01:05

You can create panel schedule templates for each template type and for the branch panels you can create templates for each panel configuration.

01:16

I'll select two columns circuits across.

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With the template selected you can click Edit.

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And Revit goes into modify panel schedule template mode.

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There are several controls on the contextual ribbon to help you edit and customize your panel schedule template,

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to begin click Set Template Options, in this dialogue there are three sets of options.

01:50

General settings, circuit table and loads summary.

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In the general settings you can control the total width of the panel schedule.

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You can also control the number of slots shown.

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This can be set to variable based on max number of single pole breakers or it can be fixed to a constant value and then you can set the value.

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Under parts you can choose whether or not to show a header, the load summary area or a footer.

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Then under borders you can choose whether or not to show the outside border of the template and the border between parts.

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And then you can control the line style that is used for these borders.

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Next switch to the circuit table options, here, you can control the column header text orientation and then you can choose how to display loads.

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There are several options here and when you select an option, a preview will appear in the image on the right.

03:02

This can help you understand what each setting does.

03:08

Under that you can choose whether or not to show the circuit number on one row for multiphase circuits,

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and then for panels other than three phase, you can choose to hide the column for unused phases or to show but disable column for unused phases.

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I'll leave it set to hide it and then for show face column values, you can choose either load or current.

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I'll leave it set to load.

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Lastly, in the load summary options, you can control the column header text orientation,

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and then you can choose to show in panel schedule, either only loads that are connected to a panel or a constant set of load classifications.

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When you set a constant set of load classes, you can then choose the load classes and add them to the list of scheduled loads.

04:09

I'll leave it set to only loads that are connected to a panel and then I'll click OK.

04:17

Next you can control the information in the header, in the circuit table and also in the load summary area,

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to begin realize that you can either add text or parameters when you see a value that is inside of angled brackets.

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That is a parameter for example, panel name, location, mounting, enclosure.

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All of these are parameters there inside angle brackets, the values that are not they are simply text.

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So you can enter in whatever information you want to customize that.

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So in this cell we have text and then in the cell next to it we have a parameter.

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The parameter can be controlled in the contextual ribbon, you can choose the category,

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and in the header area you can choose to add information from the electrical equipment category or from project information.

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Once you select a category, you can then expand, then drop down underneath and select a parameter to add.

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All right.

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Once you get to the circuit table area you can do the same thing.

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You can add text or you can add parameters but you can only add parameters from the electrical circuits category.

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There are also several other options available.

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You can add columns.

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For example, I will select in the polls column and then in the columns and rows panel you can see that there's an insert column button,

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and you can choose to add a column left of selected or right of selected.

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I'll click right of selected and a new column is added.

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You can also adjust the column widths,

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notice that when I adjust one of the column widths on the left, the associated column on the right also updates.

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Next I will click in the column header field and you can add text and then if I click in a data field I can then add a parameter.

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So with electrical circuits selected, I'll expand, add parameter and then I can choose one of the parameters to add.

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For example, if I select connection type that parameter is added into all of the data fields in that column on both the left and the right,

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and also the column header is filled in.

06:60

I'll expand this a bit, make that connection tight fit in there.

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You can also click Edit Font when you're in a cell, you can click Edit Font,

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and then you can control the font, the font size and then choose whether or not to make it bold or italicized or underlined.

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So I'll make this one bold and click OK.

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And I will do the same thing for the cell on the right.

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Make it bold and I'll click OK.

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And then once again, there are several other options here.

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And I will I'll select all these. I'll press.

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Notice that if I press control I can only its control will not allow me to select multiple data cells.

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But I can click and drag and select multiple ones and then I can click Edit Borders and I can control the borders that are going to be available.

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So all I can select inside.

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And click OK.

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And then we'll do the same thing here.

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I'll click edit borders inside and outside this time.

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So you can see how you can see how it's affecting it here.

08:15

So I need to select both inside and outside.

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And I will adjust the bottom portion as well.

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We will edit the border there and just add outside to fix the all the formatting here and we may not be perfect.

08:42

But as you can see there are several options there to control your – the font and shading and borders and so on and so forth.

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Lastly in the load summary area, you can also add text and parameters.

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You can only add parameters from the electrical equipment category though.

09:06

Okay.

09:07

So as you see there are several options here.

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Once you're finished click Finish Template,

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and then now that we have updated the template, we need to update the panel schedules that are based on that template.

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And so we can expand panel schedule templates again and click Manage Templates,

09:27

this time on the apply templates tab we can see that the three panel schedules are out of date,

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or not, that they are out of date but that the panel schedule that they're based on is out of date.

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And so we can use control or shift to select those and then click update schedules and it will use the branch panel template that we just updated.

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If you enter text into a panel schedule that that's not in the template, then it could be lost and that's what the message says appearing here.

10:02

So that's what you want to do, click Yes.

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So once again you can have multiple panel schedules for the different template types and different panel configurations.

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And then if you had multiple templates, you could have selected from the apply templates drop down,

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and then apply that template to your panel schedules.

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So I'll click OK.

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And then we'll open up a panel schedule and we can see the panel schedule with the connection type that we just added.

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Now there's a couple things, there's a couple borders here that were missing,

10:36

but as you've seen, we can go back, fix that, apply it again and fix that little this little line that's missing there.