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Transcript
00:01
Creating Building Component Schedules for Sheets.
00:05
In this video, we'll create a Schedule, select the parameters we want to display in the Schedule.
00:11
These are also called Fields, and reorder the Fields in the list.
00:15
We will then review the information that is automatically applied in the Schedule View.
00:21
Then we will place a Schedule on a sheet and modify the widths of the columns.
00:26
While we're focusing on a Duct System Schedule, the methodology for creating any Building Component Schedule is the same.
00:38
I'm working in the Small Medical Center project in the 01 ground floor HVAC Plan View.
00:45
You can see we have several duct systems, including a supply duct system, return and exhaust systems.
00:54
I now want to create a Schedule that displays the information about these systems.
01:02
In the View tab, on the Create panel, I'm expanding Schedules and selecting "Schedule Quantities".
01:09
In the New Schedule dialog box, I'm going to set my filter list to "Mechanical" because I am going to specify a mechanical system.
01:19
You can see that I have a variety of categories that I can choose from, from Air Terminals to duct fittings to the entire duct system,
01:28
which is what I'm going to select here.
01:31
The name is automatically applied as the same thing, Duct System Schedule.
01:37
That's fine for right now. So, I'm gonna leave that.
01:40
We're creating a schedule building components and I'm going to click "OK".
01:46
In the Schedule Properties dialog box, we have Fields.
01:50
Fields are the heart of creating schedules.
01:54
The fields are the parameters that come with the category of elements you selected.
01:59
I'm going to select from the available fields drop-down list,
02:03
and you can choose in this case from duct systems, the category we selected and project information.
02:10
When you select other elements, you may also be able to select from spaces or rooms a couple of other options.
02:16
You'll always be able to select project information.
02:20
Let's switch back to our duct systems.
02:24
In the available fields list, we're going to select the fields we want to display in the schedule.
02:30
You can either double click on the name as I did here, or you can select and add the parameters.
02:38
I'm going to select Description, Flow, Number of Elements, System Classification,
02:46
System Equipment and System Name.
02:49
And then I'm clicking the Arrow key.
02:54
These aren't necessarily the order I wanted.
02:56
I just picked them in alphabetical order, so I can use the move parameter up and move parameter down buttons to reorder the fields.
03:05
And I want them to be in the order System Name, System Classification,
03:10
Number of Elements, Flow, System Equipment and Description.
03:17
In this dialog box, you can also select to include elements and links as well as create and edit Custom Parameters.
03:26
All of the parameters that I've selected now are included in the project, so we can't modify any of them.
03:33
We will explain how to create Custom Parameters and schedules in a later video.
03:38
Click "OK", and the new Duct System Schedule displays.
03:44
And you can see the information that's automatically applied to the Schedule.
03:49
I'm going to go down now to Sheets and select M601 Mechanical Schedules.
03:56
Open that sheet and then I'm going to go back to my Schedule Quantities and drag and drop the Duct System Schedule to the sheet.
04:05
Then I can use the control arrows to resize my columns.
04:10
So, I want to make sure that system classifications all on one line.
04:14
I might want to have the system description wider.
04:18
Whatever I need to do to make this work better on my sheet, I can make those modifications with the controls.
04:29
Then when I go back to the Duct System Schedule View,
04:35
you can see that the width of the columns has also changed here.
04:40
So, when you make a change in your Duct System Schedule View,
04:44
the Schedule View will show up at whatever you make on this that will show up on this sheet.
04:50
So, for example, I'm gonna put a description in here, and this is going to apply for all the Exhaust Air systems,
04:57
and you can see that sample displays in the other systems.
05:01
When I go back to my Sheet, sure enough that information shows up here as well.
05:07
So I'm going to save the project and we'll come back in the next video and clean up the Schedule.
Video transcript
00:01
Creating Building Component Schedules for Sheets.
00:05
In this video, we'll create a Schedule, select the parameters we want to display in the Schedule.
00:11
These are also called Fields, and reorder the Fields in the list.
00:15
We will then review the information that is automatically applied in the Schedule View.
00:21
Then we will place a Schedule on a sheet and modify the widths of the columns.
00:26
While we're focusing on a Duct System Schedule, the methodology for creating any Building Component Schedule is the same.
00:38
I'm working in the Small Medical Center project in the 01 ground floor HVAC Plan View.
00:45
You can see we have several duct systems, including a supply duct system, return and exhaust systems.
00:54
I now want to create a Schedule that displays the information about these systems.
01:02
In the View tab, on the Create panel, I'm expanding Schedules and selecting "Schedule Quantities".
01:09
In the New Schedule dialog box, I'm going to set my filter list to "Mechanical" because I am going to specify a mechanical system.
01:19
You can see that I have a variety of categories that I can choose from, from Air Terminals to duct fittings to the entire duct system,
01:28
which is what I'm going to select here.
01:31
The name is automatically applied as the same thing, Duct System Schedule.
01:37
That's fine for right now. So, I'm gonna leave that.
01:40
We're creating a schedule building components and I'm going to click "OK".
01:46
In the Schedule Properties dialog box, we have Fields.
01:50
Fields are the heart of creating schedules.
01:54
The fields are the parameters that come with the category of elements you selected.
01:59
I'm going to select from the available fields drop-down list,
02:03
and you can choose in this case from duct systems, the category we selected and project information.
02:10
When you select other elements, you may also be able to select from spaces or rooms a couple of other options.
02:16
You'll always be able to select project information.
02:20
Let's switch back to our duct systems.
02:24
In the available fields list, we're going to select the fields we want to display in the schedule.
02:30
You can either double click on the name as I did here, or you can select and add the parameters.
02:38
I'm going to select Description, Flow, Number of Elements, System Classification,
02:46
System Equipment and System Name.
02:49
And then I'm clicking the Arrow key.
02:54
These aren't necessarily the order I wanted.
02:56
I just picked them in alphabetical order, so I can use the move parameter up and move parameter down buttons to reorder the fields.
03:05
And I want them to be in the order System Name, System Classification,
03:10
Number of Elements, Flow, System Equipment and Description.
03:17
In this dialog box, you can also select to include elements and links as well as create and edit Custom Parameters.
03:26
All of the parameters that I've selected now are included in the project, so we can't modify any of them.
03:33
We will explain how to create Custom Parameters and schedules in a later video.
03:38
Click "OK", and the new Duct System Schedule displays.
03:44
And you can see the information that's automatically applied to the Schedule.
03:49
I'm going to go down now to Sheets and select M601 Mechanical Schedules.
03:56
Open that sheet and then I'm going to go back to my Schedule Quantities and drag and drop the Duct System Schedule to the sheet.
04:05
Then I can use the control arrows to resize my columns.
04:10
So, I want to make sure that system classifications all on one line.
04:14
I might want to have the system description wider.
04:18
Whatever I need to do to make this work better on my sheet, I can make those modifications with the controls.
04:29
Then when I go back to the Duct System Schedule View,
04:35
you can see that the width of the columns has also changed here.
04:40
So, when you make a change in your Duct System Schedule View,
04:44
the Schedule View will show up at whatever you make on this that will show up on this sheet.
04:50
So, for example, I'm gonna put a description in here, and this is going to apply for all the Exhaust Air systems,
04:57
and you can see that sample displays in the other systems.
05:01
When I go back to my Sheet, sure enough that information shows up here as well.
05:07
So I'm going to save the project and we'll come back in the next video and clean up the Schedule.
Creating Building Component Schedules for Sheets – Practice Exercise
In this practice you will create a schedule, select the parameters we want to display in the schedule (these are also called fields), and reorder the fields in the list. You will review the information that is automatically applied in the schedule view. Then you will place the schedule on a sheet and modify the widths of the columns. While this practice focuses on a duct system schedule, the methodology for creating any building component schedule is the same.
Task 1: Create a Building Component Schedule
1. Open the practice file, Small Medical Center-Schedule.rvt. The project opens in the 01 Ground Floor HVAC Plan view.
2. Review the duct systems for supply, return, and exhaust systems.
3. In the View tab> Create panel, expand Schedules and select Schedule/ Quantities…
4. In the New Schedule dialog box set the Filter list to Mechanical and select the Duct Systems Category, as shown below. Accept the default value for the Name and verify that Schedule building components is selected.
5. Click OK.
6. The Schedule Properties dialog box displays with the Fields tab selected.
7. Expand the Select available fields from: drop-down list. Notice that you can choose from Duct Systems and Project Information. Select Duct Systems.
8. In the Available fields list select the fields listed below. You can either double-click on the name or select and click Add parameter(s).
· System Name
· System Classification
· Number of Elements
· Flow
· System Equipment
· Description
9. In the Scheduled fields (in order) list use the Move Parameter Up and Move Parameter Down buttons to reorder the fields as shown below.
10.Click OK.
11. The new Duct System Schedule displays, as shown below.
12.Save the project.
Task 2. Place the Schedule on a Sheet
1. In the Project Browser, expand Sheets and double-click on M601 -Mechanical Schedules.
2. In the Project Browser, expand Schedules/Quantities (all).
3. Drag Duct System Schedule to the sheet.
4. Zoom in and use the controls to change the width of the columns, as shown below.
5. Return to the Duct System Schedule view. The column width updates in the schedule view as well.
6. Type a Description in one of the cells. Notice this will apply to all elements of the type, as shown below.
7. Switch back to the sheet view and the Description is included here as well.
8. Save the project.
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