Produce schedules

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in this video we will cover creating schedules and filtering,

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sorting and grouping.

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Schedule. Information

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schedules are a great way to report the information in your building model.

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To create a schedule,

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scroll down to the schedules quantities Branch in the project browser,

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right click

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and select new schedule quantities,

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This opens the new schedule dialog and you can select the

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category of elements that you want to create a schedule for

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if you want to include multiple categories of elements.

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You can select multi category

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for this example, I'll select air terminals

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when I do.

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You can see that the name fills in automatically

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but you can customize this as needed.

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Next you can choose to schedule building components or schedule keys.

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Schedule keys is what you would use if you were creating a space schedule.

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That was going to contain

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a lot of information and that information can

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be customized by something like a space type

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for this example we're going to schedule building components and

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that's probably what you'll use most of the time.

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And then lastly we can choose the phase.

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So if we were working with a phased

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project we could schedule existing air terminals or

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if there were multiple phases in this project

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we could choose to create a schedule for

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one of those other phases but in this case we're

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going to select new construction and then click OK.

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This opens the schedule. Properties dialog.

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And the first thing you should do is add fields

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to the list of scheduled fields

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and these are the parameters that will be added to the schedule

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at the top. You can select available fields from

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air terminals.

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And if you expand this, you can also choose room space or project information.

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If you wanted to

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add parameters from one of those

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with their terminals selected you can see air

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terminal parameters in the list of available fields

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and you can select one and then click add parameters.

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For example, I will select type, Mark

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and then click add parameters.

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You can also double click a field such as family and type

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and it will be added to the list of scheduled fields.

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You can also add flow

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and then we will add

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manufacturer and model

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a quick note here. If you see

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multiple or duplicate values in this list of available fields

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that is likely from shared parameters

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and there can be multiple shared parameters that are added with the same name.

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Because Rabbit is looking at the shared parameter G, Y D. And so if you had

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aired terminals from different sources that had different shared parameters

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with the same name, then you may see duplicate parameters here.

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A couple more items to note on this tab of the scheduled properties,

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dialog is you can add a calculated parameter.

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And if you click that,

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you can then customize some type of calculated value to add to the schedule.

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You can also combine parameters and let's say you wanted to add the men,

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maybe you added the men flow in the max flow.

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You can combine those into a single field using the combined parameters.

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If you had multiple models and they

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were linked together you could include elements,

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you could select include elements and links

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if you wanted to add those air terminals to the same schedule.

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And so if you want to you can

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schedule elements from linked files. That's

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this option right here.

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I'll click OK. And we'll go ahead and create the schedule.

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And when I do you can see that every air terminal in the project

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is listed in the schedule

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and so that may or may not be what you want to do

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in this case? It's not We do not want to schedule

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every single air terminal.

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And so what we will need to do is either adjust the

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filtering or the sorting and we'll take a look at that.

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So on the properties palette next to sorting, grouping. I'll click edit

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and this will open the sorting grouping tab of the scheduled properties dialog

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and an important option to pay attention to is itemize every instance.

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So with this option selected,

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it's going to include every single item of that category.

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If I deselect it

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what appears will then be based on what I choose to sort by.

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So in this case, if we choose to sort by family and type

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and then click OK.

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Our schedule is then sorted by family and type.

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You could add additional levels of sorting in the on

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the sorting grouping tab of the scheduled Properties dialog.

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There are three other than by options

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if you wanted to also sort by.

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So you had a manufacturer listed, you could do that

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or any other parameter for that matter.

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Now, you'll notice that we do not have a type mark specified and

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schedules are not just a great way of reporting information,

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but you can also input information into a schedule as well.

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So for example,

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let's say our supply diffusers will start with the 24 by 24 face six inch neck

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and we will have this be a So if I type A and press enter,

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it says that this this change will be applied to all elements of this type.

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So this is actually a tight mark is a type parameter. So it will apply to all those

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and then we'll just continue adding a few options here

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for the type mark.

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And as you can see that is filling in.

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Now, if I were to go to those air terminals and look at the type properties,

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you would see this value

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next. Let's look at filtering.

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So I have some type mark values now, so I can actually filter based off of that.

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So let's say I just wanted to include the supply diffusers.

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There's a since I cannot filter based off a family and type,

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I could filter off of the type mark and I could choose that type, mark,

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that has a value.

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So in this case it's just my supply diffusers and so I could.

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That's one way that I could go about it.

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But there are multiple ways to filter schedules.

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So as you can see here, I can filter off of most of the parameters that I have added.

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So I could filter off a flow equals a certain value if I wanted

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to do that or flow is greater than and then choose a specific value.

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And so you can, depending on the needs of your project,

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you can get creative with your filters.

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Okay,

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let's say that I wanted to center the type mark values and center the flow values.

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You can do that

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in the on the formatting tab

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on the formatting tab.

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If I select type mark,

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I can control the heading orientation and then

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I can also control the horizontal alignment.

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So if I select center

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then the type mark values will be centered

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click. Ok. And we can take a look at that.

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So there's a lot of flexibility here to get these things to look like you want them to.

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You can also add some conditional formatting.

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So if you wanted to do a conditional formatting based off of the flow,

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uh you could do something like that.

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Lastly on the appearance tab.

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You can control the graphics,

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such as the the line styles that use for your grid lines or even the outline.

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And then you can you can also stripe rose if you if you wish to do that.

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and then text,

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you can control whether or not to show the title or

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the headers and then control those that the fonts as well.

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So,

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as you can see lots of ways to customize your schedules

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so that you can report the information in your building model.