Schedules Can t Do That in Revit 2017

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1 Schedules Can t Do That in Revit 2017 Michael Massey Senior AEC Application Join the conversation #AU2016

2 Presenting Today.. Mike Massey Senior AEC Application Specialist 25+ Years of AEC Experience Repeat speaker at AU, RTC and AIA events A contributing author for Autodesk Official Training Courseware. Autodesk Revit Certified Professional Autodesk Revit Implementation Certified Expert Autodesk Consultative Methodology Certification Autodesk MEP Systems Engineering Specialization Certification Autodesk Fabrication Specialization Certification

3 Class summary / Learning Objectives If you can model it, you can schedule it. Using schedules in Revit is a powerful way of viewing the Information in your BIM projects. Schedules in Revit have improved over the past couple of releases. This session will explore the new features in schedules as well as discuss some of the lesser known parts of creating schedules like Creating Embedded Schedules, using Conditional Formatting in schedules, or understanding Key Schedules. We will also dive into Shared, Project and Global Parameters and how to use these in calculated formulas. At the end of this class, you will be able to: Work with Parameters in Schedules Know When and Where to use Key Schedules Create Embedded Schedules Use Tips and Tricks with Schedules

4 Agenda Exercise 1 Adding Images to Schedules Using Conditional Formatting in Schedules Populating all Cells in a Schedule Creating a Combined Parameter Working with Shared Parameters Exercise 2 Working with Global Parameters Creating an Embedded Schedules Using Special Characters in Schedules Exercise 3 Creating a Schedule Key Schedule Creating a Note Block Schedule

5 Using Images In Schedules

6 Using Images In Schedules Use images that are imported into the model. Images appear when schedule is placed on sheet. System Families have Type Image and Image

7 Using Images in Schedules Hands on Exercise

8 Using Images In Schedules Use images that are imported into the model. Images appear when schedule is placed on sheet. System Families have Type Image and Image

9 Using Conditional Formatting

10 Using Conditional Formatting Used to visually identify parameters Used for Design Validation Check Box to show on sheets

11 Using Conditional Formating Hands on Exercise

12 Using Conditional Formatting Used to visually identify parameters Used for Design Validation Check Box to show on sheets

13 Filling All Cells

14 Filling All Cells Modifies all items in a schedule Sort by parameter to be modified Uncheck Itemize every instance Reapply View Template

15 Filling All Cells Hands on Exercise

16 Filling All Cells Modifies all items in a schedule Sort by parameter to be modified Uncheck Itemize every instance Reapply View Template

17 Combine Parameters

18 Ability to add Separators Combine Parameters Prefix or Suffix Individual parameters can be removed To modify the Units, individual parameters must be used Can hide individual parameters

19 Combine Parameters Hands on Exercise

20 Ability to add Separators Combine Parameters Prefix or Suffix Individual parameters can be removed To modify the Units, individual parameters must be used Can hide individual parameters

21 Shared Parameters

22 Shared Vs. Family Vs. Project Parameters Shared Parameters External Text File Have one master shared parameter file for the entire office Take advantage of Groups to organize parameters Used in Families and in Project Parameters

23 Shared Parameters Hands on Exercise

24 Shared Vs. Family Vs. Project Parameters Shared Parameters External Text File Have one master shared parameter file for the entire office Take advantage of Groups to organize parameters Used in Families and in Project Parameters

25 Global Parameters

26 Global Parameters Are specific to a single project. Are not assigned to categories. Global Parameters can be: Simple Values Derived from equations Values taken from other global parameters

27 Global Parameters Hands on Exercise

28 Global Parameters Are specific to a single project. Are not assigned to categories. Global Parameters can be: Simple Values Derived from equations Values taken from other global parameters

29 Embedding Schedules

30 Embedded Schedules A schedule in a schedule Available in Room Schedules Specifying Room Information in Door Schedules

31 Embedded Schedules Hands on Exercise

32 Embedded Schedules A schedule in a schedule Available in Room Schedules Specifying Room Information in Door Schedules

33 Special Characters

34 Special Characters Special Characters if((x), Graphic, )

35 Special Characters Hands on Exercise

36 Special Characters Special Characters if((x), Graphic, )

37 Key Schedules

38 Key Schedules Define Key Schedule A schedule for a schedule Setting up the Key Schedule Add Keys by selecting New Row Scheduling the Keys Add the Key Schedule Parameter to the schedule

39 Key Schedules Hands on Exercise

40 Key Schedules Define Key Schedule A schedule for a schedule Setting up the Key Schedule Add Keys by selecting New Row Scheduling the Keys Add the Key Schedule Parameter to the schedule

41 Note Block Schedules

42 Note Block Schedules Used to create a numbered list Uses an Annotation Symbol Add a Sheet Parameter Filter Schedule by Sheet Parameter

43 Note Block Schedules Hands on Exercise

44 Note Block Schedules Used to create a numbered list Uses an Annotation Symbol Add a Sheet Parameter Filter Schedule by Sheet Parameter

45 Learning Objectives Working with Parameters in Schedules When and Where to use Key Schedules Creating Embedded Schedules Conclusion Schedules are a vital part of documentation. Parameters are needed on a project level and an office wide level. Custom parameters and Calculated Value parameters are needed. Schedules should be used throughout the project to assist in meeting design requirements. Tips and Tricks with Schedules

46 How did I do? Your class feedback is critical. Fill out a class survey now. Use the AU mobile app or fill out a class survey online. Give feedback after each session. AU speakers will get feedback in real-time. Your feedback results in better classes and a better AU experience.

47 See all my AU classes in one place View my contributor profile at AU online for a list of all my classes. Learn more about me and see all my contributions to Autodesk learning. Activate your own profile and start contributing. Complete your profile while at AU Las Vegas and Autodesk will make a donation on your behalf.

48 Wrap up Thank you for attending Mike Massey - mike.massey@asti.com

49 Autodesk is a registered trademark of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document., Inc. All rights reserved.. All rights reserved.

50 Other Types of Schedules

51 Other Types of Schedules Material Schedules View Schedules Sheet Lists

52 Material Schedules List the subcomponents or materials Material Cost can be assigned in the Material Browser Do not Itemize every instance

53 View Schedules A schedule to manage the Views in Revit Used internally Use View Templates

54 Importing / Exporting Schedules

55 Importing Schedules Insert a View from another file Create a Master Schedule Project Create Master View Templates

56 Exporting Schedules Exports to a CSV file BIM Connect will push Excel back into Revit

57 Autodesk is a registered trademark of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document., Inc. All rights reserved.. All rights reserved.

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