Create panel schedules from templates in Revit

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In this exercise, you use panel schedule templates and explore the general settings and template options to organize a template,

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input data into the template, and apply the template to panel schedules.

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To begin, on the Manage ribbon, in the Settings panel, expand the Panel Schedule Templates drop-down and click Manage Templates.

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In the Manage Panel Schedule Templates dialog, in the Template type drop-down, select Branch Panel.

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Then, in the Panel configuration drop-down, select Two Columns, Circuits Across.

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In the row of tools, click Duplicate to duplicate the Branch Panel (Default) template.

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Rename the new panel schedule template New Panel Template, and click OK.

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Under Templates, pick the renamed template, then click the Edit tool.

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Revit enters Modify Panel Schedule Template mode, and a contextual tab appears in the ribbon.

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In the Template panel, click Set Template Options.

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In the Set Template Options dialog, select General Settings to set the width and number of slots.

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Here, you can also control the Parts that are available in the panel schedule, and Borders.

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Review the available settings and make any necessary changes.

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In the Circuit Table options, you can adjust the format for displaying loads.

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Again, review the settings and modify as necessary.

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Select Loads Summary to control the load classifications that display in the Loads Summary section of the panel schedule.

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Review and edit settings as needed, and then click OK to exit the dialog.

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In the panel schedule header, select the text inside angle brackets.

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The drop-downs in the Modify Panel Schedule Template tab become selectable.

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Here, you can change the Revit category of the parameter and/or specify a different parameter to be referenced in this cell.

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For this example, do not change anything.

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Next, add a column to the Circuit Table.

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In the table, click in the Poles field.

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Then, in the ribbon, expand the Insert Column drop-down, and click Right of Selected.

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In the newly added column, click a data cell.

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In the ribbon, expand the category drop-down and select Electrical Circuits.

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Then, in the parameter drop-down, select Connection Type.

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To add borders to the new column, click the first cell, and then drag to select all the cells.

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On the ribbon, from the Cells panel, click Edit Borders.

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In the Edit Borders dialog, under Cell borders, select Outside and Inside.

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Click OK to exit the dialog.

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To better view the data within your new column, resize the width.

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Select any cell within the Connection Type column, and then, in the ribbon, Columns and Rows panel, select Resize Column.

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In this case, change the size to 15 mm.

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Click OK.

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You can also select the title field of the column, and click on Edit Font to assign bold text.

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To apply the template to panel schedules, from the Manage ribbon, re-open the Manage Panel Schedule Templates dialog.

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On the Apply Templates tab, select the panel schedules to apply the template to.

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Select the template to apply, and then click Update Schedules.

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Depending on how the template is configured,

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you might get a warning dialog box regarding how schedule data is associated to the panels in the Revit file.

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You now know how to open and edit panel schedule templates, and how to apply templates to panel schedules.