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Transcript
00:01
Creating Calculated Value Parameters in Schedules.
00:05
In this video, we'll create Material Takeoff Schedules,
00:08
that include a new Calculated Formula Parameter as well as a Calculated Percent Parameter.
00:17
I'm working in the Small Medical Center project in a 3D View.
00:21
And you can see that there are multiple types of wall materials, including brick and wood panels as you can see here.
00:30
I want to create Material Takeoff Schedules for these materials that include the total cost per square foot of the materials.
00:39
In the Project browser, I'm scrolling down to the Schedule Quantities Area and opening up "Brick Wall Material Takeoff".
00:48
You can see that it already has three items in it, the Material Name, Area and Cost.
00:55
I now want to add a new field that will tell me the total cost of the material.
01:01
So, in the Properties dialog box in the Fields area, I'm clicking "Edit".
01:07
Then I come into my "Material Takeoff Properties" and I'm going to add a Calculated Parameter.
01:14
First of all, I'm going to go ahead and add a new name, total cost per square foot.
01:20
And I'm gonna make sure that's a formula that's common and it's a number.
01:25
So, of course, there's other options you can do here. And then you can type in the formula.
01:31
Now, when you type in formulas, it's very important for two things.
01:35
One is the fields have to already be available.
01:38
And you can see that I have Area and Cost here.
01:41
Those are the ones I want to use.
01:43
The other thing is that they need to be spelled exactly correctly.
01:47
So, it's better to use this Browse button.
01:50
I'm going to click the "Browse" button, select "Material Area", "OK".
01:56
I'm then going to space type in an asterisk for multiply, return to the browse and select "Material Cost" and click "OK" again.
02:08
Now, when I click "OK", you'll see that we've got inconsistent units.
02:13
So, the problem here, area is in square feet, the material cost is in general numbers.
02:20
So, what I need to do is add a little bit of an extra formula.
02:25
I'm gonna put parentheses around material area and then I'm gonna divide it by 1.
02:31
This strips the units from the area information and allows it to work.
02:36
So, I now have my new field.
02:39
I want to go ahead first and change the formatting of this a little bit.
02:43
So, first of all, I'm gonna align it right, which is something you need when you're using numbers.
02:48
I also want to change my field format.
02:52
I'm going to change it from Default Settings,
02:54
and set it up to be Currency with two decimal places and a unit symbol of dollars since I'm in the US.
03:04
I'm going to click "OK".
03:06
I also need to make sure that the calculation is going to show the calculate totals.
03:11
So, we need that in this particular case.
03:14
And I'm gonna click "OK".
03:16
And here's my total cost per square feet already set up, including the overall number.
03:23
Now, if I change the Material Cost, so, for example, we got some cheaper brick, I can change that to $12 a square foot.
03:31
And it automatically updates all of the total cost, a very powerful piece of information.
03:37
It is simple to create another Material Takeoff Schedule based on this first one.
03:43
In the Project browser, I'm going to right click on the Schedule, Duplicate View, Duplicate.
03:48
And then I'm going to change the name and I can actually do it up here.
03:52
I don't have to do it down in the Schedule Quantities.
03:55
So, I'm gonna make this Wood Panel Materials Takeoff.
03:58
Get rid of the Copy 1.
04:00
You'll notice it still says its brick, so let's change that.
04:04
All I have to do is change my Filter and select the Wood Panels as my Material Type.
04:14
Now, I already have a cost set up for this, and it adds in the total cost per square foot as well.
04:22
I'm going to duplicate the schedule again.
04:26
This time I want to create a material by percent.
04:30
So, first of all, I'm going to change the name and I'm going to call this Wall Material by Percent.
04:38
The next thing I need to do is change the filter.
04:41
In this case, I want all the wall materials except for Air.
04:46
So, I'm going to go ahead and say, does not equal Air.
04:50
I also need to change the sorting and grouping.
04:53
So, I'm gonna change my sorting and grouping to takeoff itemize every instance.
04:59
You can see here, everything's itemized, I click "OK".
05:03
And now I'm just down to each of the different material names and not every instance.
05:10
It shows up the Material Cost that I could add in.
05:13
But you'll notice that it does not show the material area because it can't do that without having every instance itemized.
05:21
So, let's make a new field.
05:24
I'm going to add Calculated Parameter.
05:27
I'm going to call it Wall Material by Percent.
05:32
And I'm gonna use the Percentage type.
05:35
So, in this case, all I can choose from are my fields.
05:40
And what I want to use here is the wall area, and I also want to do a grand total and I'll click "OK".
05:51
Now I want to move this one up to second place here and click "OK" again.
05:59
I now have Wall Material by Percent and I can turn off my wall area.
06:05
I need to use Hide Columns and not the Lead Columns, because the field is actually used in the percentages.
06:13
So, now I have several Material Takeoff Schedules where we've leveraged the I in BIM using custom created Calculated Parameters.
Video transcript
00:01
Creating Calculated Value Parameters in Schedules.
00:05
In this video, we'll create Material Takeoff Schedules,
00:08
that include a new Calculated Formula Parameter as well as a Calculated Percent Parameter.
00:17
I'm working in the Small Medical Center project in a 3D View.
00:21
And you can see that there are multiple types of wall materials, including brick and wood panels as you can see here.
00:30
I want to create Material Takeoff Schedules for these materials that include the total cost per square foot of the materials.
00:39
In the Project browser, I'm scrolling down to the Schedule Quantities Area and opening up "Brick Wall Material Takeoff".
00:48
You can see that it already has three items in it, the Material Name, Area and Cost.
00:55
I now want to add a new field that will tell me the total cost of the material.
01:01
So, in the Properties dialog box in the Fields area, I'm clicking "Edit".
01:07
Then I come into my "Material Takeoff Properties" and I'm going to add a Calculated Parameter.
01:14
First of all, I'm going to go ahead and add a new name, total cost per square foot.
01:20
And I'm gonna make sure that's a formula that's common and it's a number.
01:25
So, of course, there's other options you can do here. And then you can type in the formula.
01:31
Now, when you type in formulas, it's very important for two things.
01:35
One is the fields have to already be available.
01:38
And you can see that I have Area and Cost here.
01:41
Those are the ones I want to use.
01:43
The other thing is that they need to be spelled exactly correctly.
01:47
So, it's better to use this Browse button.
01:50
I'm going to click the "Browse" button, select "Material Area", "OK".
01:56
I'm then going to space type in an asterisk for multiply, return to the browse and select "Material Cost" and click "OK" again.
02:08
Now, when I click "OK", you'll see that we've got inconsistent units.
02:13
So, the problem here, area is in square feet, the material cost is in general numbers.
02:20
So, what I need to do is add a little bit of an extra formula.
02:25
I'm gonna put parentheses around material area and then I'm gonna divide it by 1.
02:31
This strips the units from the area information and allows it to work.
02:36
So, I now have my new field.
02:39
I want to go ahead first and change the formatting of this a little bit.
02:43
So, first of all, I'm gonna align it right, which is something you need when you're using numbers.
02:48
I also want to change my field format.
02:52
I'm going to change it from Default Settings,
02:54
and set it up to be Currency with two decimal places and a unit symbol of dollars since I'm in the US.
03:04
I'm going to click "OK".
03:06
I also need to make sure that the calculation is going to show the calculate totals.
03:11
So, we need that in this particular case.
03:14
And I'm gonna click "OK".
03:16
And here's my total cost per square feet already set up, including the overall number.
03:23
Now, if I change the Material Cost, so, for example, we got some cheaper brick, I can change that to $12 a square foot.
03:31
And it automatically updates all of the total cost, a very powerful piece of information.
03:37
It is simple to create another Material Takeoff Schedule based on this first one.
03:43
In the Project browser, I'm going to right click on the Schedule, Duplicate View, Duplicate.
03:48
And then I'm going to change the name and I can actually do it up here.
03:52
I don't have to do it down in the Schedule Quantities.
03:55
So, I'm gonna make this Wood Panel Materials Takeoff.
03:58
Get rid of the Copy 1.
04:00
You'll notice it still says its brick, so let's change that.
04:04
All I have to do is change my Filter and select the Wood Panels as my Material Type.
04:14
Now, I already have a cost set up for this, and it adds in the total cost per square foot as well.
04:22
I'm going to duplicate the schedule again.
04:26
This time I want to create a material by percent.
04:30
So, first of all, I'm going to change the name and I'm going to call this Wall Material by Percent.
04:38
The next thing I need to do is change the filter.
04:41
In this case, I want all the wall materials except for Air.
04:46
So, I'm going to go ahead and say, does not equal Air.
04:50
I also need to change the sorting and grouping.
04:53
So, I'm gonna change my sorting and grouping to takeoff itemize every instance.
04:59
You can see here, everything's itemized, I click "OK".
05:03
And now I'm just down to each of the different material names and not every instance.
05:10
It shows up the Material Cost that I could add in.
05:13
But you'll notice that it does not show the material area because it can't do that without having every instance itemized.
05:21
So, let's make a new field.
05:24
I'm going to add Calculated Parameter.
05:27
I'm going to call it Wall Material by Percent.
05:32
And I'm gonna use the Percentage type.
05:35
So, in this case, all I can choose from are my fields.
05:40
And what I want to use here is the wall area, and I also want to do a grand total and I'll click "OK".
05:51
Now I want to move this one up to second place here and click "OK" again.
05:59
I now have Wall Material by Percent and I can turn off my wall area.
06:05
I need to use Hide Columns and not the Lead Columns, because the field is actually used in the percentages.
06:13
So, now I have several Material Takeoff Schedules where we've leveraged the I in BIM using custom created Calculated Parameters.
Practice: Creating calculated value parameters in schedules.
In this practice you will create material takeoff schedules that include a new calculated formula parameter in a material takeoff schedules displaying the total cost per square foot of the materials. You will then create a calculated percent parameter showing the material by percent of the overall building materials.
Task 1: Create a calculated parameter using a formula
1. Open the Small Medical Center-Calculated.rvt project in the 3D view.
2. In the Project Browser, in the Schedule/Quantities group double-click on Brick Wall Material Takeoff.
3. This schedule includes the Material: Name, Material: Area, and Material: Cost, as shown below.
4. In Properties, beside Fields click Edit…
5. In the Material Takeoff Properties dialog box on the Fields tab, click (Add Calculated Parameter).
6. In the Calculated Value dialog box type in the name Total Cost per SF.
7. Verify it is a Formula.
8. Accept the default Discipline: Common and the Type: Number.
Note: When creating a formula, you must have the fields used in the formula already listed in the schedule. You also need to type in the name exactly. It can be better to use the button to select the fields.
9. Click .
10.In the Fields dialog box, select Material: Area, as shown below, and click OK.
11.Type in the * for multiplication.
12.Click Browse, select Material: Cost and click OK.
13.The formula displays as shown below.
14.Click OK.
15. A warning displays telling you there are inconsistent units. That is because the Material: Area is in SF and the Material: Cost is not.
16.Close the warning dialog box.
17.Modify the formula so it reads: (Material: Area/1), as shown below. This strips the units from the area information and allows it to work.
18.Click OK and the new field is added.
19.Before you exit the Material Takeoff Properties dialog box, click on the Formatting tab.
20.Select the Field Total Cost per SF.
21.Change the Alignment to Right
22.Click Field Format…
23.Uncheck Use default settings. Assign the Units to Currency, Rounding to 2 decimal places and the Unit symbol to $, as shown below.
24.Click OK
25.Expand the drop-down at the bottom of the dialog box and select Calculate totals, as shown below.
26.Click OK.
27.In the Project Browser, right-click on the Brick Material Takeoff schedule and select Duplicate.
28.Rename the new schedule Wood Plank Wall Material Takeoff.
29. In the Material Takeoff Properties, Filter tab change the Filter by value to Wood Planks, as shown below and click OK.
30. The updated schedule displays, as shown below.
31.Save the project.
Task 2: Create a Calculated Parameter by Percent.
1. Duplicate one of the existing material takeoff schedules.
2. Rename it Wall Material by Percent.
3. Set the Filter to Material: Name > does not equal > Air, as shown below.
4. In the Sorting/Grouping tab uncheck Itemize every instance and click OK.
5. In Properties, beside Fields, click Edit…
6. In the Field tab click (Add Calculated Parameter).
7. In the Calculated Value dialog box type in the name Wall Material by Percent.
8. Click Percentage.
9. Then use the defaults, Material: Area by <Grand total>, as shown below.
10.Click OK.
11.In the Fields tab, move the new field up to second place in the list, as shown below.
12.Click OK.
13.Click on the Material: Area column and select Hide column. This field needs to remain in the schedule because it is used by the calculated parameters but does not need to display in this schedule. The final schedule displays as shown below.
14.Save the project
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