Developing and customizing schedules

00:04

After completing this lesson, you'll be able to understand schedules, work with schedules,

00:10

create a structural framing schedule, and calculate approximate steel tonnage.

00:16

The objective domains covered are: 4.2a, develop and customize schedules and, 4.2b, manipulate schedule data.

00:26

Schedules can be used to report on almost all elements that are created within Revit with a simple tabular format.

00:33

The schedule could report on material quantities used or perhaps be used to understand steel section usage within a project.

00:40

You can format and group and sort the schedule to present data to your exact requirements.

00:47

Go ahead and open up the model 029-Developing schedules.

00:52

The model opens up in a 3D view.

00:55

We'll begin by reviewing a schedule that's already been created.

00:58

This particular schedule we're going to look at here is going to be the steel column schedule.

01:04

In the Project Browser, under Schedules/Quantities, go ahead and open up Steel Column Schedule.

01:11

We can now review the schedule.

01:13

So you'll notice here that we just simply have two rows, which means we have two types of column that are steel in the project.

01:20

So we have WC1 and WC2.

01:23

A very useful property with schedules is we can actually understand where we've used these in the project simply by selecting the items.

01:31

So for example if I select WC1, you'll note here I have Highlight in Model.

01:37

If I select this, you can now see here that Revit's highlighted those columns in this particular view.

01:44

If I wanted to isolate those, of course, I can come down to the View Control toolbar, select "Isolate Element",

01:50

and I can understand now exactly where those columns have been used.

01:54

Let's go ahead here and go back to Temporary Hide/Isolate and we'll reset the temporary isolate.

02:03

Ok, so there's a column schedule that's already been created.

02:06

Now, in this particular case, we're using the structural column schedule here to mark the items and then later put this onto a drawing sheet.

02:15

We are going repeat this for structural steel framing.

02:18

So we'll close down our steel column schedule and we'll now create a new schedule to represent our steel framing.

02:26

To do this, select the View ribbon and then select the Schedules dropdown.

02:31

On the Schedules dropdown, select "Schedules/Quantities".

02:38

You will notice in the filter list, we're just showing structural categories.

02:42

And then from the structural categories, we'll select Structural Framing.

02:47

Of course here, we have the opportunity of changing the framing schedule name, and also the phase that we're scheduling.

02:54

This entire project is all new construction, so we can leave the phase as is.

02:59

Let's go ahead and select "OK".

03:02

We're now in the Schedule Properties dialog box.

03:05

This dialogue box is primarily made up of five tabs: fields, filter, sorting and grouping, formatting, and appearance.

03:14

In the Fields tab, we have the available fields that we can schedule.

03:19

And on the right hand side, we have the scheduled fields.

03:22

The idea here is we'll move our required fields from the left hand side to the right hand side.

03:29

So let's begin by taking across something called the Type Mark.

03:33

This will be something that the user adds based on the type of beam.

03:38

We'll then, of course, need to know the full name of the beam, that's going to be type.

03:44

We'll then add the cut length through. So we'll go ahead and find Cut Length and once again double click.

03:51

We also want the Count, so we can add that through.

03:55

And what we might want to do is filter the framing schedule based on the material that we're using.

04:01

To do this, you'll notice at the top here we have Select available fields from.

04:05

Now currently, we've been bringing all of our fields from the structural framing category,

04:10

but of course here, we can use other categories if we want to.

04:13

Specifically here, we have structural material.

04:18

Now if we take a look at our materials in here,

04:20

you can see that we've got all sorts of different things we could utilize to actually filter and understand our material.

04:26

Here I'm going to go ahead and use the subclass of material.

04:31

So we're now ready to look at a raw list of this data.

04:34

If we click "OK", you can now see that we have a tubular schedule showing all of our various different columns.

04:40

We have a separate line item for every structural framing element in the project.

04:46

What I would like to do first is filter my schedule.

04:50

If we have a look at the final column on the right hand side under E,

04:54

you will note here that we have some properties showing steel and other properties showing standard.

04:59

The standard ones are the concrete elements and the steel ones are the ones I wants to retain.

05:06

To remove these from the list, I'm going to go ahead and use filter.

05:10

If you take a look at the Properties palette on the right hand side here,

05:14

you'll see that we have an array of edit buttons which will take me into the relevant tab in the Schedules dialog box.

05:20

So here, I'm going to select Edit for filter.

05:25

In the Schedule Properties, you will note here that we can filter by the material subclass.

05:31

And I want the material subclass to be equal to steel.

05:37

If I click "OK", you'll now notice that our schedules rolled up and it's only showing me the steel elements.

05:46

Next, we might want to understand the smallest elements in our framing schedule,

05:51

as opposed to our longest or largest length of element in our schedule.

05:55

To do this, we could sort the schedule by the cut length.

05:59

Again, in the Properties palette, you'll note here we can edit sorting/grouping.

06:05

In the Sorting/Grouping dialog box perhaps here, I could sort by cut length.

06:12

Now I can see the smallest element at the top here and if I scroll down to the bottom of the schedule, here is the longest element, 92 feet.

06:21

This can be very useful, particularly if we need to splice the steel to ease construction.

06:27

Ok, so we're now going to turn the schedule into something we could use on a drawing.

06:31

Currently, we're itemizing every single element in the project.

06:35

What I want to do is now sort it by section type, remove the cut length, and then take itemize every instance off.

06:43

So instead of having a single line item for every single item in the project, I'll say a count.

06:49

To do this, we can go back to sorting and grouping and we can click Edit.

06:54

And the first thing I'm going to do here is remove Itemize every instance.

07:00

We're going to sort by type.

07:03

And I did say here that we no longer require the cut length.

07:06

So we can go to the Fields tab and we can now remove cut length from the scheduled fields and, of course, that adds it back to the available fields.

07:16

We also might have the opportunity here of being able to move these items up and down the list.

07:20

So I'm going to move the count right to the top of the list.

07:24

We'll then go type mark and type.

07:26

Now you'd also notice that in our schedule visible, we have steel.

07:30

Now, I only really want to use this to assist me to filter the schedule.

07:35

So what I can do here is go to the Formatting tab, select Structural Material, and here I can make this a hidden field.

07:44

That means that the filter will still operate on this field, but it will not be visible in the schedule.

07:52

And here's our schedule.

07:54

Now you'll notice here at the minute, everything goes rolled up and we now have a count of every item in the schedule.

08:00

Again, if I wanted to use this to understand where I've used each type of steel section, I can do that.

08:07

For example, here I can say that I've used 25 of these items here,

08:10

so I can select the line item, select Highlight in Model, and here I can see those elements.

08:20

And once again, if I wanted to understand that slightly better, I could isolate those elements in the view.

08:26

And you can see here these are my stop beams.

08:31

Ok, let's go ahead and reset that temporary hide/isolate and switch back to our structural framing schedule.

08:38

The last step here is to assign each of our framing items a mark.

08:43

So you can see here we have type mark.

08:46

So I'm going to begin with my W sections in here, I'm going to call this one W1.

08:52

This dialog box here is just telling me that I'm changing multiple elements. That's absolutely fine.

08:58

Then we have W2.

09:06

And then here, I'll just name the rest of them B1, B2, and so on.

09:19

And this one here will be B5.

09:23

And finally, this one here is our flat bracing, so I'll call this one BR1.

09:30

All of my structural framing elements are now amounts.

09:33

What now I might want to do is sort the schedule based on its type mark rather than the type.

09:39

Then I'd given each type a mark, I can go back into my schedule, select Edit for sorting and grouping,

09:45

and now we'll sort by the Type Mark, and then select "OK".

09:52

Finally, we create a calculated parameter to understand the weight of each section type.

09:58

To do this, let's go back and select Edit for fields.

10:04

Again in the Schedule Properties dialog box, you'll note here that we can add a calculated parameter.

10:10

Now there were many ways to calculate the approximate steel tonnage produced in the project.

10:15

In this example, I'm going to go ahead and utilize the volume of material used.

10:20

So I'll bring across volume.

10:23

And now I can create my calculated parameter.

10:26

So I'll click Add calculated parameter.

10:29

For the name, this is going to be Weight and this is going to be in tons.

10:37

And then we can put in a formulae.

10:39

Now you notice that we have type here. Currently, I'm just going to use number.

10:43

You have to be mindful here that we'll need to remove the formatting of things like volume.

10:48

For example here, what I'm going to do is I'm going to type the volume.

10:53

So let's pick volume here and we want to multiply that by 490.

10:58

The reason why we're doing this is there's approximately 490 pounds to a cubic foot.

11:04

That's the volume of steel approximately.

11:07

If I just go ahead and select "OK" to this, you'll notice that we get inconsistent units because we have a unit here that is a volume calculation.

11:15

So what we can do here is we can just divide out those units.

11:19

So if I divide it by 1 cubic foot in here, of course, that's absolutely fine now.

11:25

If I go back and edit the parameter, you can now see that we can continue to work out our calculation.

11:32

Now, what we want do to calculate the ton, there's 2,000 pounds to 1 ton.

11:37

So what we need to do here now is divide the whole value by 2,000.

11:43

Let's go ahead and click "OK".

11:46

Now, if we select "OK" again, you'll note that we have the volume and the weight, but everything is blank at the minute.

11:53

The reason for that is we've got a rolled up schedule.

11:56

So, of course, we have to tell the framing schedule that we want to calculate totals.

12:00

To do this, let's select the edit by formatting.

12:05

So you'll notice on the Formatting tab here, if I select Volume, I can change the calculation from No calculation to Calculate totals.

12:13

I'll do the same for my weight, Calculate totals.

12:19

You can now see we have our volumes and our weights.

12:23

Now once again, the volumes were only there to help me calculate the weight,

12:26

and it might be quite nice to understand the total tonnage for all of my structural framing.

12:32

So, if we go back to the Properties palette and again select Formatting, I can select Volume and once again, I can select Hidden field.

12:42

And if I then return to sorting and grouping, finally, I could ask the schedule to display the grand totals.

12:50

And you can now see we have a grand total. So we've got just under 21 tons.

Video transcript

00:04

After completing this lesson, you'll be able to understand schedules, work with schedules,

00:10

create a structural framing schedule, and calculate approximate steel tonnage.

00:16

The objective domains covered are: 4.2a, develop and customize schedules and, 4.2b, manipulate schedule data.

00:26

Schedules can be used to report on almost all elements that are created within Revit with a simple tabular format.

00:33

The schedule could report on material quantities used or perhaps be used to understand steel section usage within a project.

00:40

You can format and group and sort the schedule to present data to your exact requirements.

00:47

Go ahead and open up the model 029-Developing schedules.

00:52

The model opens up in a 3D view.

00:55

We'll begin by reviewing a schedule that's already been created.

00:58

This particular schedule we're going to look at here is going to be the steel column schedule.

01:04

In the Project Browser, under Schedules/Quantities, go ahead and open up Steel Column Schedule.

01:11

We can now review the schedule.

01:13

So you'll notice here that we just simply have two rows, which means we have two types of column that are steel in the project.

01:20

So we have WC1 and WC2.

01:23

A very useful property with schedules is we can actually understand where we've used these in the project simply by selecting the items.

01:31

So for example if I select WC1, you'll note here I have Highlight in Model.

01:37

If I select this, you can now see here that Revit's highlighted those columns in this particular view.

01:44

If I wanted to isolate those, of course, I can come down to the View Control toolbar, select "Isolate Element",

01:50

and I can understand now exactly where those columns have been used.

01:54

Let's go ahead here and go back to Temporary Hide/Isolate and we'll reset the temporary isolate.

02:03

Ok, so there's a column schedule that's already been created.

02:06

Now, in this particular case, we're using the structural column schedule here to mark the items and then later put this onto a drawing sheet.

02:15

We are going repeat this for structural steel framing.

02:18

So we'll close down our steel column schedule and we'll now create a new schedule to represent our steel framing.

02:26

To do this, select the View ribbon and then select the Schedules dropdown.

02:31

On the Schedules dropdown, select "Schedules/Quantities".

02:38

You will notice in the filter list, we're just showing structural categories.

02:42

And then from the structural categories, we'll select Structural Framing.

02:47

Of course here, we have the opportunity of changing the framing schedule name, and also the phase that we're scheduling.

02:54

This entire project is all new construction, so we can leave the phase as is.

02:59

Let's go ahead and select "OK".

03:02

We're now in the Schedule Properties dialog box.

03:05

This dialogue box is primarily made up of five tabs: fields, filter, sorting and grouping, formatting, and appearance.

03:14

In the Fields tab, we have the available fields that we can schedule.

03:19

And on the right hand side, we have the scheduled fields.

03:22

The idea here is we'll move our required fields from the left hand side to the right hand side.

03:29

So let's begin by taking across something called the Type Mark.

03:33

This will be something that the user adds based on the type of beam.

03:38

We'll then, of course, need to know the full name of the beam, that's going to be type.

03:44

We'll then add the cut length through. So we'll go ahead and find Cut Length and once again double click.

03:51

We also want the Count, so we can add that through.

03:55

And what we might want to do is filter the framing schedule based on the material that we're using.

04:01

To do this, you'll notice at the top here we have Select available fields from.

04:05

Now currently, we've been bringing all of our fields from the structural framing category,

04:10

but of course here, we can use other categories if we want to.

04:13

Specifically here, we have structural material.

04:18

Now if we take a look at our materials in here,

04:20

you can see that we've got all sorts of different things we could utilize to actually filter and understand our material.

04:26

Here I'm going to go ahead and use the subclass of material.

04:31

So we're now ready to look at a raw list of this data.

04:34

If we click "OK", you can now see that we have a tubular schedule showing all of our various different columns.

04:40

We have a separate line item for every structural framing element in the project.

04:46

What I would like to do first is filter my schedule.

04:50

If we have a look at the final column on the right hand side under E,

04:54

you will note here that we have some properties showing steel and other properties showing standard.

04:59

The standard ones are the concrete elements and the steel ones are the ones I wants to retain.

05:06

To remove these from the list, I'm going to go ahead and use filter.

05:10

If you take a look at the Properties palette on the right hand side here,

05:14

you'll see that we have an array of edit buttons which will take me into the relevant tab in the Schedules dialog box.

05:20

So here, I'm going to select Edit for filter.

05:25

In the Schedule Properties, you will note here that we can filter by the material subclass.

05:31

And I want the material subclass to be equal to steel.

05:37

If I click "OK", you'll now notice that our schedules rolled up and it's only showing me the steel elements.

05:46

Next, we might want to understand the smallest elements in our framing schedule,

05:51

as opposed to our longest or largest length of element in our schedule.

05:55

To do this, we could sort the schedule by the cut length.

05:59

Again, in the Properties palette, you'll note here we can edit sorting/grouping.

06:05

In the Sorting/Grouping dialog box perhaps here, I could sort by cut length.

06:12

Now I can see the smallest element at the top here and if I scroll down to the bottom of the schedule, here is the longest element, 92 feet.

06:21

This can be very useful, particularly if we need to splice the steel to ease construction.

06:27

Ok, so we're now going to turn the schedule into something we could use on a drawing.

06:31

Currently, we're itemizing every single element in the project.

06:35

What I want to do is now sort it by section type, remove the cut length, and then take itemize every instance off.

06:43

So instead of having a single line item for every single item in the project, I'll say a count.

06:49

To do this, we can go back to sorting and grouping and we can click Edit.

06:54

And the first thing I'm going to do here is remove Itemize every instance.

07:00

We're going to sort by type.

07:03

And I did say here that we no longer require the cut length.

07:06

So we can go to the Fields tab and we can now remove cut length from the scheduled fields and, of course, that adds it back to the available fields.

07:16

We also might have the opportunity here of being able to move these items up and down the list.

07:20

So I'm going to move the count right to the top of the list.

07:24

We'll then go type mark and type.

07:26

Now you'd also notice that in our schedule visible, we have steel.

07:30

Now, I only really want to use this to assist me to filter the schedule.

07:35

So what I can do here is go to the Formatting tab, select Structural Material, and here I can make this a hidden field.

07:44

That means that the filter will still operate on this field, but it will not be visible in the schedule.

07:52

And here's our schedule.

07:54

Now you'll notice here at the minute, everything goes rolled up and we now have a count of every item in the schedule.

08:00

Again, if I wanted to use this to understand where I've used each type of steel section, I can do that.

08:07

For example, here I can say that I've used 25 of these items here,

08:10

so I can select the line item, select Highlight in Model, and here I can see those elements.

08:20

And once again, if I wanted to understand that slightly better, I could isolate those elements in the view.

08:26

And you can see here these are my stop beams.

08:31

Ok, let's go ahead and reset that temporary hide/isolate and switch back to our structural framing schedule.

08:38

The last step here is to assign each of our framing items a mark.

08:43

So you can see here we have type mark.

08:46

So I'm going to begin with my W sections in here, I'm going to call this one W1.

08:52

This dialog box here is just telling me that I'm changing multiple elements. That's absolutely fine.

08:58

Then we have W2.

09:06

And then here, I'll just name the rest of them B1, B2, and so on.

09:19

And this one here will be B5.

09:23

And finally, this one here is our flat bracing, so I'll call this one BR1.

09:30

All of my structural framing elements are now amounts.

09:33

What now I might want to do is sort the schedule based on its type mark rather than the type.

09:39

Then I'd given each type a mark, I can go back into my schedule, select Edit for sorting and grouping,

09:45

and now we'll sort by the Type Mark, and then select "OK".

09:52

Finally, we create a calculated parameter to understand the weight of each section type.

09:58

To do this, let's go back and select Edit for fields.

10:04

Again in the Schedule Properties dialog box, you'll note here that we can add a calculated parameter.

10:10

Now there were many ways to calculate the approximate steel tonnage produced in the project.

10:15

In this example, I'm going to go ahead and utilize the volume of material used.

10:20

So I'll bring across volume.

10:23

And now I can create my calculated parameter.

10:26

So I'll click Add calculated parameter.

10:29

For the name, this is going to be Weight and this is going to be in tons.

10:37

And then we can put in a formulae.

10:39

Now you notice that we have type here. Currently, I'm just going to use number.

10:43

You have to be mindful here that we'll need to remove the formatting of things like volume.

10:48

For example here, what I'm going to do is I'm going to type the volume.

10:53

So let's pick volume here and we want to multiply that by 490.

10:58

The reason why we're doing this is there's approximately 490 pounds to a cubic foot.

11:04

That's the volume of steel approximately.

11:07

If I just go ahead and select "OK" to this, you'll notice that we get inconsistent units because we have a unit here that is a volume calculation.

11:15

So what we can do here is we can just divide out those units.

11:19

So if I divide it by 1 cubic foot in here, of course, that's absolutely fine now.

11:25

If I go back and edit the parameter, you can now see that we can continue to work out our calculation.

11:32

Now, what we want do to calculate the ton, there's 2,000 pounds to 1 ton.

11:37

So what we need to do here now is divide the whole value by 2,000.

11:43

Let's go ahead and click "OK".

11:46

Now, if we select "OK" again, you'll note that we have the volume and the weight, but everything is blank at the minute.

11:53

The reason for that is we've got a rolled up schedule.

11:56

So, of course, we have to tell the framing schedule that we want to calculate totals.

12:00

To do this, let's select the edit by formatting.

12:05

So you'll notice on the Formatting tab here, if I select Volume, I can change the calculation from No calculation to Calculate totals.

12:13

I'll do the same for my weight, Calculate totals.

12:19

You can now see we have our volumes and our weights.

12:23

Now once again, the volumes were only there to help me calculate the weight,

12:26

and it might be quite nice to understand the total tonnage for all of my structural framing.

12:32

So, if we go back to the Properties palette and again select Formatting, I can select Volume and once again, I can select Hidden field.

12:42

And if I then return to sorting and grouping, finally, I could ask the schedule to display the grand totals.

12:50

And you can now see we have a grand total. So we've got just under 21 tons.

Video quiz

In a schedule, what is used to produce separate lines for each element?

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