Revit Schedules - A Complete Guide (+ Dynamo) | Mark Thompson | Skillshare

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Revit Schedules - A Complete Guide (+ Dynamo)

teacher avatar Mark Thompson

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

33 Lessons (3h 51m)
    • 1. 1.1 - Introduction & Course Objectives

    • 2. 2.1 - Create A Schedule & Add Fields

    • 3. 2.2 - Filters

    • 4. 2.3 - Sorting & Grouping

    • 5. 2.4 - Formatting

    • 6. 2.5 - Place Schedule on Sheet

    • 7. 2.6 - Improve the Appearance

    • 8. 3.1 - Combined Parameters

    • 9. 3.2 - Calculated Values - Part 1

    • 10. 3.3 - Conditional Formatting

    • 11. 3.4 - Calculating Totals

    • 12. 3.5 - Calculated Values - Part 2

    • 13. 3.6 - Exporting The Schedule

    • 14. 3.7 - Amending The Appearance Further

    • 15. 3.8 - Key Schedules

    • 16. 3.9 - Viewing Design Options

    • 17. 3.10 - View Templates

    • 18. 3.11 - Selecting Elements Through Schedules

    • 19. 3.12 - Including Linked Models

    • 20. 4.1 - Multi-Category Schedules

    • 21. 4.2 - Door Schedule & Adding Parameters

    • 22. 4.3 - Material Takeoffs

    • 23. 4.4 - Area Schedules

    • 24. 4.5 - Sheet Lists

    • 25. 4.6 - View Lists

    • 26. 4.7 - Embedded Schedules

    • 27. 5.1 - BONUS - Introduction to Dynamo

    • 28. 5.2 - BONUS - Importing Client Room Brief / Programme

    • 29. 5.3 - BONUS - Exporting Schedules

    • 30. 5.4 - BONUS - Find Schedules That Are Not On Sheets

    • 31. 6.1 - Watch Points

    • 32. 6.2 - Updates To Schedules in Revit 2022

    • 33. 7.1 - Summary & Thank You

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About This Class

Autodesk® Revit® models and the elements within contain a large amount of data, both built-in and user-editable, that can be extracted, tabulated and presented in the form of schedules.

This course will demonstrate the basics of creating schedules, choosing and formatting the data to be displayed, then presenting the resulting information in the form of drawings or alternative exports.

As the course develops you will learn more complex functionality to help you manage not only the schedules themselves but also the information within your Revit model.

The final bonus section of the course will cover using Dynamo (the visual programming platform) for schedule management.

Focusing on schedules for architectural elements, the topics covered can be applied to the AEC other disciplines.

This course is independent of Autodesk, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by Autodesk, Inc.

Autodesk, the Autodesk logo, Autodesk Revit are registered trademarks or trademarks 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. © 2020 Autodesk, Inc. All rights reserved.

Meet Your Teacher

Experienced Senior BIM (Building Information Modelling) Coordinator, currently working for an architectural practice in the United Kingdom.

Roles include the technical support, workflow development and software training to design team members.

See full profile

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1. 1.1 - Introduction & Course Objectives: Hi there and welcome to this course. Revit schedules a complete guide plus dynamo for Autodesk Revit 2021. In this course, we'll be looking at how to create basic schedules from scratch. How to edit the appearance of schedules to improve the visual output for drawings. Use formula and formatting to interrogate and display the data in your models in an intuitive manner. Format schedules using data not usually accessible through other means, such as a room and location information. Use schedules to automatically populates additional parameters or properties of model elements to ensure consistency and efficiency of data entry will be creating different types of schedules, including room schedules, those materials, areas, and views. We'll also be looking at exporting schedules to Excel for further interrogation and use. And as a bonus, there are a number of video lectures on using the dynamo of functionality alongside schedules. A few requirements. You should have a working copy of Autodesk Revit, either as a fully licensed version or a trial of student version from the Autodesk website. This course will be presented using Revit 2021. However, the majority of the principles and functionality will be the same. From Revit 2018 onwards, if you're using a previous version, you should have any basic understanding of the interface and functionality of rabbits and its elements within a project. Including how to model basic elements such as walls, ceilings, and floors, placing local content such as doors and furniture. And also have a basic understanding of done. In order to make maximum use of the bonus section and videos. You should also have an aptitude for learning and taking on new challenges. A little bit about myself. I'm a senior BIM coordinator working for an architectural practice in the UK. On my primary role is to support and train the octet team on the software packages and workflows. I have an architectural background and happen using Revit for the past nine years on projects across all construction stages. A bit of further information about the course. We will be working with the metric templates and sample files. Therefore, dimensions and areas, et cetera, will be in millimeters and meter squared. The two Revit models that can be downloaded from the class project section of this course, which can be used to assist in following along this course. Once the zip file has been downloaded. There is a rabbit schedules starting project, which does not have any of the schedules contained within. And you can use this to follow along. And there is the completed projects which contains all of the final schedules sheets on drawings that have been developed as part of this course. This course will focus on architectural schedules. However, much of the functionality on processes will be similar and can be applied to schedules for other disciplines, such as structural engineering and building services. Any questions please ask in the course discussion area and feedback is always appreciates it. Right? Let's get started. 2. 2.1 - Create A Schedule & Add Fields: Hi there and welcome to this first section. Or I could take me through how to create a schedule within Revit. So first I'm going to open my architectural model, which you can find in your available resources. So here we have an architectural model area in floor plan. You can see I've set up my user interface to show the project browser on the right and the properties on the left with the ribbon on the top. And navigate to my default 3D view. You can see that we have a multistory architectural building model. So I need to produce a schedule of rooms in order to send to my client. And I need to put this onto a sheet. So in order to create our first schedule, I would go to View schedules and I will click schedules and quantities. Alternatively, I can go to the Project Browser. I can right-click on schedules and quantities and click new shaders and quantities. Is cheese the same function? So I will click here. We then have this new schedule dialog box appear. And you can see on the left is a list of categories. And it's very important that you choose the correct category for the elements that you want to show you. So I want to create a room schedules. So I'm going to select rooms. I'm going to call it Room schedule. I want to schedule the building components. We will look at schedule keys in a future lecture. And I know that my rooms in this model or in the phase new construction. So I'm going to keep on new construction. So hey, we have a schedule properties dialog box. We have fields, filter, sorting and grouping, formatting a parents and embedded schedules, and we'll cover these in later lectures. So under rooms, I have these available fields. So these are the various prophecies that are available for me to schedule. In order for me to add the relevant properties to my schedule, I need to move them from this available fields, called him into these scheduled fields column in here. So to do that, I would just simply select the field. So I know I want to have the level field. So I will click level and I will click the on-premise a button. And now I also want department, and I also want name so I can click hold down control and select name. And I also want the area. So I can select these three using Control. Click on the Add Parameter, and these will be added in. If I need to remove any from the schedule fields, I can simply click on the premises and click Remove. So I need to rearrange these across. So I'm going to put the department so I can select the palm and I can click, toggle on these buttons down the bottom, so I can move this parameter up. And I'm also going to put name above area. So this is the correct order that I want them to appear in my schedule. So we'll look at additional properties and assessing within the fields in later lectures. But for now, if I just click, Okay, this has effectively created my schedule. So you can see the schedule has now paid under the scheduled and quantities in the project browser. If I click on the little plus sign next to sketches quantities, you'll see it has a PE it here. And you can see how each column represents the columns on the fields that I picked in the Fields tab. So you can see we have the level. We have the Department for each room. We have the name of the room, and we also have the area. So you'll see on the left we also have the properties of the schedule. We have the view template, we have the view name, we have the phase. And we have these additional properties down here, which we will cover in the upcoming lectures. We'll be looking at the basic aspects of the filter, sorting, grouping, formatting, and appearance, and leaving some of the more advanced settings on functionality including embedded schedules to Section 2. So if you would like to skip this first section and move straight on to Section 2, please feel free. 3. 2.2 - Filters: The next sets of properties of the shadow that we will look at the filters. So I will go to the properties of my schedule and I will click Filter. And you can see here we have a list of filters that we can use. And if I click on the drop-down for the top filter, you can see that I can filter by the level, department name an area. And these are the four fields that I have in my schedule. So that's just something to notice that you can only filter by any fields or properties that are in your schedule. So we can filter by level. And then you see here you have a second column shows you what you can filter by. So at that level is equals, does not equal, is above that or above, et cetera. And then in the final column, you can then select specific levels. Note that you can't type any in, because as the Revit project has specified levels, you can only pick from the selected levels. Alternatively, I could select department. And here we have equals, does not equal is greater than and quite a number of different options. And here this is a text value. So if I type in equals, I can then have a drop-down. And these are the available options based on the values that are placed in the department for each room. So if I say department equals back-of-house, and I click, Okay. You can see now that the schedule has been updated to only include rooms. That's have a back-of-house department. If I go back to my filters and I change this to say recreation, I click Okay, you can see that the schedule updates to include only those where the department equals recreation. Notes that you have a limited number of filters. And the also the filters work on an ongoing basis. Not all. So for example, if I filter by department equals recreation and department equals storage, and I click Okay. You can see that the room schedule is empty because there are no rooms that have both a department equal recreation on a department that equals storage. So this is something that's worth noting when you come to scheduling. And we will go through ways around this in the future lectures. For the time being, I'm just going to remove the filters from my schedule. So I have a complete list of the rooms. 4. 2.3 - Sorting & Grouping: The next set of properties that you can use to format your schedule is the sorting and grouping. This value to sort the schedule. The schedule rose by particular prophecies in a hierarchy, hierarchical manner. So if I click on sorting, grouping, and so by, again, you can see the IOC can only sought by the feels that I have available to me. So I don't want to sort my schedule first by level. So I can select level from the drop-down. And if i, I can choose ascending or descending. And if I choose ascending, it will sort from the lowest level, going upwards from top to bottom. If I click Descending, they will sort from the highest level, going downwards through the building, down through the schedule. So if I click Okay, after sorting by level, you can see that the shadow is now sorted by ground floor, first floor, and second floor. But it's not particularly clear now to me where the split between the levels are. So I can go to my sorting and grouping again. And I can click blank line and then click Okay. And now if I scroll down, you can see that there is a blank line between each of the different sorting values. So because I've sorted by level and I add a blank line, it will put a blank line where the value of the level changes. I now want to so my schedule by department so that it groups the departments together. So I can So bye. Department. Again, ascending. I don't want to blank line because I only want the blank line to signify the change of a level. So I can then click Okay. And you can see that it's now changed the schedule to sort within each level, the Department. So that is how the hierarchy works. First it sorts by the level and then within the level salting, it will sort the department. And I want to give each level grouping a header. So I go back to my sorting and grouping. And now you can see I can click on header. Here. Under level, we'll discuss photos in a later lecture. And if I click Okay, again, you can see that it's now added a header above each level value. If I go back to sorting and grouping, you can see that there is a, another option here called itemize every instance. So what this, when this is ticked, this will list out as each, as an individual row, each room. As you can see, it's done here. If I untick, itemize every instance and click OK. What it does. It, it groups all of the individual rooms that I'll say within the back-of-house into one line. So within this line, now, there are an x number of rooms that are all back-of-house. And the reason that the name is blank and the area is blank is because there is no common name or common area for the back-of-house. Therefore, Revit cannot fill it in because it is multiple values. However, some of them, you can see that recreation here and the ground flow is cafeteria, and it's a 147 square meters. The same for these back-of-house plant, recreation, and planted storage spaces. On the other flows. If I go back to my sorting and grouping, and click itemize every instance. Again, remember the recreation cafeteria on the ground flow. Click Okay. You can see that the recreation on cafeteria is the only recreation room on the ground floor. Hence, why? If I go about sourcing, grouping and say cosmos every instance, click Okay. You can see why the name an area appears because there is only one instance of a recreation room on that level. Now this isn't particularly useful for my scheduling in its current state because all I have is just blank fields and values. However, this will become more useful and clearer once we look at calculates the total calculated values on totals in later lectures. I'll go back on, I will change my schedule to read, to itemize every instance. 5. 2.4 - Formatting: The formatting properties allows you to change the format of the fields and columns. So for example, if I can click failed, I can change the heading, which is what I'll pay is at the top of the schedule column. I can change that to a different value than the actual property name. So for example, for name, I could type in here, I could type in room name. Click OK, and you can see how it's changed it. Up here. I can also change the heading name inside the schedule by just selecting inside the heading and then typing what I would like it took them to show. So I'm going to type in SQM, full square meters. Click Enter. Then when I go back to my formatting, I'm click on area, can see that the heading has updated to suit. I can change the orientation of my heading to either be horizontal or vertical. If I were to change it to vertical and click, Okay. You cannot see this result in the schedule view. You will have to see, you can only see it when you place it on a sheet, which we will see in the next lecture. Okay, lots of formatting. I can change the alignment of the column. So I can change the alignment to left, center, or right. So if I take the area, I can change the alignment to center. Click OK. And you can see how it's now. Place the values on the header in the center. Okay, about to formatting, I can click on area for some values such as number values, area values, et cetera, I can change the field format. So if I click on field format here, if I untick use Project Settings, I can then change these to suit the appearance that I would like. I'll keep the unit of square meters. I will change the rounding to one decimal place, as that's been requested by my client. And I will remove the meter squared symbol. The benefit of doing this is when you export the schedule into Excel. From Revit. Having the Meta squared means that you cannot simply copy and paste it into an Excel file and then be able to calculate totals, et cetera, because the Meta squared is that. So in practice, we tend to remove the meters squared. I'm put the units in the header. As I have done here. I can suppress trailing zeros if I wanted to. And I can use digit grouping, which will add a comma. Or adults depending on your place of origin, where you're watching this video from. And that will add a comma or adopt at every three integers or 1000 grouping. So I'm happy with my one decimal place and removing the unit symbol. So I'll click, Okay. And I will click Okay again. And you can see how it's added that one decimal place in and remove the neatest squared. If I wanted to hide the field or a column for my schedule, then I can use this hidden field property here. So for example, in this level column here, I have both a header and also I then have the level that each individual room is placed on. Now I know that because I've grouped it and I have a blank line and a header for each of the levels, I can actually decide to hide this entire column. So if I click on hidden field, then click Okay, it removes the level column. However, it still remains in the fields, which means I can still use it for filtering. And as I showed you, it hasn't changed. I can still use it for sourcing. Does the benefit of using the hidden field tool. And you shouldn't just delete the column if you need to hide a field because that will change and possibly reset your filtering and sorting and grouping. I'll click Okay. Hey, these columns a bit wider and you can see now this looks a bit cleaner because I've just called the level header. At the top of my group. We will look at conditional formatting and also calculated totals in future lectures. 6. 2.5 - Place Schedule on Sheet: Now I'm ready to put my schedule on a sheet to send to my client. So it's creating new sheets. I'll go to the View tab up at the ribbon and select Sheet. And I'm going to pick a A3 sheet. You may have different title block families loaded into your project or available voltage depending on the templates on geo-location. I'll click. Okay. Can see I have a simple A3 sheets here. To get a schedule onto the sheet, you simply click on the schedule, then hold your left mouse button down and drag the schedule across. You can see how there's a little move and plus sign. Let go the left mouse button. And you can then place the schedule wherever you like. So I'm going to position it sort of in the top left. It starts at my schedule. And you can see how from the formatting lecture, this area is in square meters. So actually I want to change that back to horizontal. But this is just to show you how you can see the vertical heading orientation. I don't have to go back into the schedule. I can simply left-click once and the room schedule in the project browser. And then you can see how the properties appear here. I can then click on formatting. Go to the area, change the heading orientation to horizontal. Click OK, and you can see that it resets to horizontal. Now obviously the schedule is too big for the sheet when it's all lined up together. But what I can do is I can split the schedule. So if I split the schedule, I can select it. You can see there's a little PS exact symbol in the middle, which if you hover over, it says it splits schedule table. So I left-click that. And you can see it's now created two columns. And this little drunk toggle at the bottom of this control toggle, I can drag up. And it will change the extensive my schedule. So it's removed. Rose from the left column and move them into the right. So I need to do the same thing in this cone here. I can click on the spreadsheet, you'll table toggle them. And I can then move this down to suit. Now you can see how obviously the ground floor and first of all are not aligned. So what you can do is suddenly click Control and drag this off to drag this down. So that effectively I've got a blank line underneath and it brings up the first floor here. So it's now in line. I can do the same with the second row. Click and drag. And you can see how many the second flow is now aligned. Obviously, if I start adding and removing and changing rooms, this layout may adjusted because the number in each floor may change. So all I need to revisit this. If I make any design changes in my model. 7. 2.6 - Improve the Appearance: Now that I've placed my schedule on my sheets, I want to change the graphical appearance of the schedule to make it a bit more pleasing to the eye. Let's say rather than this kind of very tabulated format, that ultimately gives me by default. So if I click on, I'll zoom in a little bit first. If I click on room schedule. And if I click on the appearance properties, you can see here how I can change the properties of the schedule. So if we start at the top, I can choose to have grid lines. I can choose the line style. So if I turn grid lines off, unfortunately, there's no Apply button here, so I cannot click Apply to see the changes I have to edit. I have to close the dialog box and click okay, So apologies for the backward and forward. So I'll click OK. You can see how the grid lines have been removed. Cannot grid lines again. And I can change the to say hidden line. Click OK. And you can see how it just changes the entire grid. So I'll change these by two thin lines. I can place a grid in the headers, footers and spaces have any. So for example, the blank row at the beginning and also the rows at the bottom as well. However, I'm going to keep the office I liked the separation between the head is on the data. I can have an outline to my schedule. So I can say set this to white lines. Click OK. And you can see how it's created a thick outline to my schedule. Again, it's not consistent due to the control points off the schedule. Schedule. Click on appearance. So I'm going to remove the outline. So I can have a blank row before the data, which is this line up here. If I untick blank line, blank row. Again, it changes the assessing out of my schedule. And also it it doesn't provide such a clear separation between the head is on the actual schedule data. So again, I would rather keep the blank row. Another feature I can use is I can stripe the rows. How are we, how useful you think that it is? I will leave it up to you. But if you click striped rows, you can supply the stripe, the first row column or the second row, and then it will, it will strike them alternatively. So if I click strike, strike, strike the first room, and I'll change the color to say a light red. Click. Okay. You have the option of showing the stripe Rosalynn sheets or not. So I'll keep that tick for now. Click Okay. And you can see how it alternate stripes the, the rows starting with the first row. I'm just going to denote us get back to the schedule view rather than going through the project browser, you can also double-click on the schedule itself. So when you hover over and it highlights in blue, if I double-click my left mouse button, takes me back to the schedule view and you can see the striping here. You obviously can't see the grid lines. So sometimes you have to use a combination of looking in the schedule view on the sheet feed to see the changes that you've made to the appearance. If I go back to the sheet up here and click on the schedule, click appearance on if I untick show stripe very long sheets. Removes the striping from the sheet. But if I go back into the room schedule, it still has the striping here. Another thing to note is that you can zoom in and out or schedules. If I hold Control and use my mouse scroll wheel, you can actually zoom in and out a bit like you can in Excel. So you can see larger datasets on a large number of rows. I'll just see the screen and the text gets smaller. If I go back to the appearance properties of the schedule, remove the striped rows. I can also choose to share the title it will show the head is. So if I take both of these, if you watch up at the top, the schedule here, click Okay. You can see I have a title in the head has disappeared. I'll keep those. You can change the text. So you can change the title text, the head of text on the body text. So I'll just quickly reset, not go back to my appearance. And then I can change the title tags to say 3.5 millimeter Arial Bold. They had a text to 3.5 millimeter. And then keep the body texts on 2.5 millimeters arrow. And you can see how the text changes at the top here. I'll just recently these we will look at more advanced ways of editing the appearance of the scheduled using the ribbon in the next section. So that's it for this first section on how to create a basic schedule and place it on a sheet and change the basic properties such as filtering, sorting and grouping, formatting, and parents. 8. 3.1 - Combined Parameters: Welcome to section two of this rabbit schedules course. In this section, we'll be looking at more advanced methods of using schedules. So my client has requested that I also add the room number 2, my schedule. As you can say, I only have the department room name and area. If I go to my floor plan. You can see that on my ground floor plan, I have a tag which reads the name of the room and the number. If I click on the room itself, you can see that I have the name lounge on the number a 120. How my client also wants me to add in the level and also the building number into the number on the schedule because they manage a large estate on they need this information. So what I've done is I've added two additional premises under the data, grouping. Four rooms with a room level parameter on a room building Parramatta. And these have been filled in with the relevant levels. And I've also given each room a minimum area which came from the clients which will use to creates calculated values in future lectures. So if I'm about to my room schedule under the Project Browser and quiet room schedule. If I go to my fields dialog box, I click this button, which will combine parameters together under one heading. So if I click on combined premises, I can then add any of the scheduled premises to this combined premises. So I'm going to add the number. I'm also going to add to the room building and the room level parameters. I need to rearrange them so I will click on number and I will move this to the Bolton. I can then add a prefix if I wish. Or I can, then I cannot assemble a value which will allow me to set out my column widths part and change this to say be XX. The room level I know is two digits, so it'll be XX. And the number I can just type 1234. I can then give a suffix to each one if I need, and I can give a separates it. So you can see down here, this is the preview of what the combined primates that look like. So what you're going to change this, the separate sets a dash. And actually this last one doesn't need a separates it because it's the last property there'll be adding to this combined premises. So that's the preview and then I can give it a name. So combined permanence, I'll give this cool this room number. Click Okay. And you can see I have added in here. I want it to go. I want to rearrange my schedule so the it goes after deployment. If I realized the minimum stake where they combined premises, I can click on this Edit Parameter button. Underneath the schedule fields comes up, or I can delete that parameter if I so wish. So now when I click OK, you can see that it's added it in this combined room number parameter. I cannot click and change it because it is a concatenation of three values. In order to change it, I would have to go and individually change the rooms, the actual room premises, either in this all by adding the number parameter itself into the schedule. So quick example, if I add the number parameter, click Okay. You can see how this one 16 is the same as 1, 1, 6. If I change this to say 130, click Enter, you can see how the room number changes as well. I'll say I have a duplicate number value because this room number is used elsewhere. So I'm just going to undo that to bring it back to one 16. And I will now remove or delete the number from this shape. Now, when I go back to my sheet, my sections on shed, shed your loan, I should probably rename this. So I'm going to right-click on the sheet. Rename, change the number to e three, and change the name to whom should you click OK. Double-click. And you can see how it's added in the room number column here. So actually wanted to try and make these columns a bit thinner. So what I can actually do is click on the schedule and you can see these R0 is pointing downwards. This allows me to click and drag to change the width of these columns. And you can see how it does it on all three parts of this schedule. If I make it larger, it will actually then stretch the location of this schedule so that it doesn't overlap. Again, I can even do it inside the sensor one. And you can see how it moves. The inner and outer schedules away from each other so that they don't overlap. So this is all well and good. However, I can't specify an exact width. So if I go back to my room schedule and I click on the column numbers or letters here. I can go up to my columns for my saying here. And I can click resize and I can actually type in a value to be more exact. So I can type in 30 millimeters here. The room number. I can resize to be 20 millimeters. The room name, I can resize to 24 millimeters. The area I can resize that too, maybe 15 millimeters. I go back to my room schedule. You can see that now because the room number has gone into two lines because the column is not wide enough and so is the area in square meters. I can then rearrange my schedule to get the to get the head is the levels aligned? 9. 3.2 - Calculated Values - Part 1: I now need to add an alternative unit for the area into my schedule. I've been asked to have the area in square feet. So if I go to fields and area, you'll see that I cannot have area more than once because that attribute only exists once in the Revit project. So how am I going to add in another column for the area? When I add it in from the available fields, what I can do is I can use what's called a calculated value. So if I click on this button here, I've calculated parameter. Can then this allows me to add formula based on the scheduled fields available in the schedule. So I'm going to call this area in brackets. Square feet. It's a formula we'll look at percentage in a future lecture. Discipline will be calling the type is very important. You need to make sure that the type of parameter is correctly. Otherwise it will, the formula will potentially not work. So I can pick areas. I know it's an area type. And in the formula or I know that all I want to do is equally area value because I know that my formatting, I can change the units. So in the formula, I can either type in the perimeter area because I know that's exactly how it's typed. Alternatively, I can click on this button at the end of the formula input box. And I can pick area from the available formula. Available premises here, fields. So of Sappho added it twice. I can just delete the first one. So I click OK. I can now go to my formatting. Click on air, area square feet. I'm happy to keep the heading the same as that. I'm going to keep the alignment in the center to match the area. And if I click on field format, untick, use Project Settings. I can change the units to square feet. And I'm not going to have any decimal places. And I can remove the unit symbol for v-squared. Click OK. Ok again. And you can see how I've now got the area in square feet next to the area in square meters. I'm just going to make these two columns the same. So I'm just going to select both of these, D and E. I can click resize. And this tells me the width of both of them combined. So I'm going to change this to if I change this to 40 and click Okay, it'll make these columns both equal 40, 20. So 40 divided by two. I go back to my room schedule. And you can see that it's now added the error square meters and I have the area square feet next to it. So that is the simplest form of using calculated values. I now need to add a column that compares the actual area in my model to the ground floor. So I found this lounge room to the minimum or program area as defined in my brief. So I need to find the difference and then list that as another column. In this schedule. To do that, I can go to fields. I need to add the minimum area to my schedule. So I cannot it on the right here below next two areas, square feet. So what I'm going to do is create a calculated value of that calculates the difference between the area I provided in my model and the minimum, minimum area requested by my client. So I can click Add calculated premises. So I'm just going to call this area under the type needs to be area. And the formula, I know that it's going to be area. In meters squared. He's the syntax minus minimum area. Ok. Click OK. So now I have this calculated value here. If I need to edit it, I can select the calculated value here, and I can edit it. I can also delete the premises pocket value here. And I need to format these two values, premises. So I'm gonna go minimum area. I'm going to make this a little short-time going to type in Min, delta area to entitle the shorter the alignments sensitive. And the area difference. I'm just going to change this head into plus or minus. Change the field format because it's in meters squared. I'll write it to one decimal place and remove the units. And again, for the minimum area, I will round to one decimal place and change the units. Click Okay, and click Okay. I need to send to the area difference. So I'm going to select all of these that is up here, resize and make these all 80, which will make the column widths 20 each other as ac divided by 4. Okay? So now you can see that I have the area, I have the minimum area, and then I have this other column here, which is the calculated value, which specifies the difference between the area and the minimum error. So here you can see that this area is 0.2 meter squared above the minimum area. The older ones that have minus show that the area is under the required area specified by my client and that I need to redesign to ensure I get the correct area that is above the minimum area. Thank, go back to my schedule. You can see now that the schedulers got quite large indeed. So I'm just going to click to drag over to the left. And then I think I'm going to have to change the width some of these columns. So I think I'll highlight them again. I'll resize it saying I'll resize them to resize these three to 40. And then I'll resize this end column to a 12012 up to my room schedule. And this now fits nicely on my sheet. So that is how you can use the calculated value functionality to use existing fields to create output so you can compare your data within the schedules. 10. 3.3 - Conditional Formatting: Now that I've got the area differences on my room schedule, I want to double-check to make sure that all my areas are exceeding the minimum will program area of C. You can see here that I've got a number of negative numbers, which is that I am under the minimum area. I want to be able to see this quickly and not have to look through the whole schedule one by one, especially when I if I have a bigger building with hundreds potentially rooms. So what I can do if I think about my schedule, either through clicking it or double-clicking on the shadow here. If I go to formatting and I select area difference, I can then use what's called conditional formatting to add a property to the field. So I click Conditional Formatting. So if I say condition where the area difference is less than c, I can choose between different variables here, between or equal to, not equal to r. I'm going to choose less than the value is less than 0. Then I can change the background color to be red. Ok. And OK. I can choose to show this conditional formatting on the sheets if I wish. So I'll click. Okay. So now you can see that the schedule has highlighted the fields and the rows in which the area is less than the minimum or program area fan. Go back to my room schedule sheet. You can see that it's added the conditional formatting as well onto the schedule on the sheet. If I click on the room schedule and click formatting. If I click area difference on my untick show conditional formatting sheets. Okay? And see how it removes the conditional formatting from the sheet. But if I go back into the room schedule, the colors are still here. So this is a useful way to check any values before you issue the schedule. Now unfortunately, what you cannot do, you cannot do two sets of conditional format. You can only do the area difference is less than 0. I cannot add another statement to say, or the area is greater than. So I could do the inverse if I wanted to. I could do greater than 0 and I could change this color to say green. Ok. Click, OK, click. Okay. And it has effectively done the inverse and it's given me now be positive all the rooms that are above the minimum area. So this is just a way for you to apply formatting to check the values of certain fields. And this is one example. 11. 3.4 - Calculating Totals: I now need to add some summary room schedules to go along with the room by room schedule that I've been creating over the previous lectures. So what I've done is I've created two more room schedules. I did this by right-clicking on the room schedule on duplicating the view and duplicate. Alternatively, you can go ahead and create a new schedule by right-clicking on changes in quantities and new shipment quantities. It's up to you. So I'm crazy. One called room scheduled by level, which contains just the level, the area on the square feet. We look at the fields, just contains level the area and the calculated value for area in square feet. The sorting is simply by level. And I've ticked, itemize every instance. Hence why you can only see one row and the area on the area in square feet. Blank because there are multiple values in that, so it just displays blank. However, in order to have the combined area for the entire ground floor, what I can do is go to full routing. Click on the area field. And on this drop-down versus no calculation. If I click on the little arrow to the drop-down, I can calculate totals, which will calculate the total value of the area values within that one row. I can calculate the minimum, which will show me the minimum area. I can calculate the maximum, which will show me the maximum area. And I can calculate the minimum and maximum. So for this exercise and this schedule, I need to calculate totals for the area in square meters. And I also need to do the same for the area in square feet column. So I will select Calculate totals. Click Okay. And here you see it has now added all the ground floor areas together to create one value for the total of the square matrix for the graph. If I go to this next schedule that I've created, room scheduled by level and department. I can do the same the same thing. So I can go to formatting. Click on area, calculate totals, click on area, square feet. We can calculate totals. Click OK. And you can see that this has given me the total back-of-house area on the ground flow. And this one, for example, this gives me the total amount of circulation on the first floor. Just to show you the results of the different options, I could calculate the minimum. Click. Okay, so this is a, this is showing the minimum area. So I, II the room that's called the smallest area. I click on maximum. This is showing me the maximum room size. And if I click on minimum and maximum, it gives me, just bring out this column. It gives me the smallest and the largest. Going to undo that. We, in practice never really used the calculate minimum, maximum and minimum and maximum as it doesn't really apply to our architectural outputs, HIV, we use Calculate totals a lot when we are doing summary schedules. Another thing to note is that under sorting and grouping, I can add a footer to the level of salting, which will add a photo underneath here. So I can give it a title, accounts, and totals, which will give me the title of the level of the grouping. So this will give me ground flow accounts if I had the number and the totals. So I can click OK. You can see it gives me the ground flow, even gives me the count. So that's 31 rooms on the ground flow. And then the totals of all the departments on the ground floor. So you'll see how this 1.6564, if I go back to my room, schedule by level is 1.6564, go back to my silicon grouping. I don't necessarily need the title or the count. So I can All I need is the total. And that will give me the total for each ground, for each floor. And all of the departments. If I go back to sorting and grouping, I can add a grand total that the Bolton and again, I can add the title counts and totals. Title and totals accounts and totals. The totals only. So if I click, I'll just go through elisa, show you what they produce. So there's no title for the salting because there is no salting set gives me the count, and then it gives me the grand total of the areas. So 1.6564 plus 1 sixth plus 1.8475 gives me full 6.448 meter squared. If I change this to title and totals, it'll just show me grand total. I can change the title. So I could just say total area. See how the title changes. 50 accounts and totals. It will just give me the total number of rooms, so 91 and the total areas. And if I do totals only, it will just give me the totals here. So I will have tighten totals. Okay. I'll do the same for the room schedule by level of the sorting, grouping from total total area, titled totals. And click. Okay. So there we go. Notice if I were to not have a calculation for say, the area in square meters, click Okay. No, no. If the individual level areas would calculate this and neither would the grand total will put that back to calculate totals. So again, OK, go back to my original room schedule, the itemized room schedule. I could click salting and grouping. I could add a footer under each of the levels to give me just the totals only. However, I must make sure that in full muttering under the area, I select, Calculate totals for both the area in square meters on the area in square feet. And then we have the title that I've now created a sheets as well. So I can double-click to open the sheet, and I can just click and drag these schedules. I see because I duplicated the schedule, it's still broken into these three columns, which she can't see whilst you're in the schedule view. In order to align them just to create one column, just click on the little control arrow symbol here. Click left mouse, button, click and drag. Click and drag. And then not just the single schedule. Again, I can do I'll probably have to do with the same. Yep. And notice how when you put two scheduled on a sheet, they will automatically align up with the see the dashed blue line automatically snapped. Just need to rearrange these hand. Say Hey, we have my two summary schedules. So that's how to use Calculate totals to get the total area of any grouping and also the total areas for the whole building. Obviously, this works just with rooms button you can do with anything that has a number or length value or an area value. For example. 12. 3.5 - Calculated Values - Part 2: Now that I have the summary schedules on the sheet, I can see the area in square meters and square feet for per level and also for each department on each level. However, seeing the numbers doesn't give me the whole story. And what I'd like to be able to do is show the percentage of each department on each level. And then also show the department percentages as a whole for the whole building. So in order to do that, I'm gonna go to my room schedule by level and department. I'm going to go into fields. I'm going to create a new calculated value, calculated parameter. However, this time I'm going to use the percentage tool rather than the formula. So it's a percentage of the area in square meters. By I can do the grand total, which will give me the entire number of rooms in the building, which would be 91. I can do it by level or I can do bind department because I want to do the percentage of the department per level and it's already sorted by department. I will click level because then at the bottom of each of the levels will give me a 100%. So will the values of essentialism without to a 100 percent for each of the levels. So I'm going to call this area percentage level. Click okay. And if I just click OK now, you can see that I have a percentage. Here. I need to change the formatting so I can change the heading to just percentage. And then I can calculate totals to give me a total at the bottom here. And then I can also change the formatting. I can round it to say one decimal place. And I'll change the alignment to center. Okay? I'll just make this slightly smaller homemaking 15. So here you can see that 37.9, 2.4% of 15, 64, 0.6. So this is quite useful as it shows me the percentage of each department on each level. And this might be useful for my client to see. So I'll go back to the room schedule and you can see it's added a ton in here. What I also want to do is do a comparison and percentages for the total building based on department. So what I can do is I can right-click, duplicate duplicate the room schedule. Lebanon department. I need to rename it so I can either right-click on the schedule, click Rename, or I can go into the title of the schedule here. And I can type by department, click Enter, and it's changed it in the name. In the Project Browser. I'm just going to use this and change it. So I'm just going to click on sorting and grouping. Instead of the level I won't need department to be the highest hierarchy level of salting. And then I can just remove non. So I can click Okay. And I obviously need to change my blank line and remove the header. And also remove the footer. So here I have the departments and the total areas for each department. I'm going to go into my fields. I'm just going to delete this area percentage calculated value because I duplicated it from the previous schedule. Yes. So now I want to create a calculated value for the area percentage department. This will be the grant and this will be the grand total because I'm getting the area of the grand total because this shadow contains all the all of the rooms. Click Okay. Go to formatting. Change the heading to percentage. I could type percentage of total if I wish to change the alignment to center field format, one decimal place. And I can calculate totals at the bottom. Click, okay. I'll just resize this column, 15 millimeters. And here you can see how, say the circulation takes up 35 percent of the entire building. I can then go back to my summary sheet and I can click and drag and place this room schedule on my sheets as well. So that's how you can then use the percentage function within calculated values to give you percentages based on different fields in your schedule. 13. 3.6 - Exporting The Schedule: Now I'm ready to print and send this schedule to my client. I've already printed it using the print function, so I have a PDF. However, I also want to be able to export the raw data for use in Excel. So to do that, I can go to room schedule. I have to be in the schedule view. I can go to File Export and then hover over the down arrow and scroll down to reports. Click Schedule. I can then save the schedule. I can only save it as a dot txt file. So I click Save. I use, you just keep all this the same but you can export the title, the column headers, etc, if you want. Click Okay. And your schedule has been exported. In the folder that I've exported my schedule too, you can see that it has appeared a room schedule dot TXT. If I select on the file, right-click and rename, I can change the dot TXT, dot CSV, comma separated value. Click Enter. It lasts me to change the file extension. Are you sure you want to save it? I will click Yes. And you can see the format has now changed to a Microsoft Excel comma separated values file. I've now opened Excel. And if I go to Brown's, go to the folder that I exported the schedule into. Make sure that you can select it to all files or at least CSV files. Otherwise, if it's Excel files, you may not be able to see it. Click on room schedule, click Open. And here it's just asking the formatting of your CSV file when it, when it reads it. So I just tend to click next. Check that the preview here looks correct because it's used tab, which is what the settings were when we exported from Revit. Click Next, and then click Finish. And here you can see that we have the data from our schedule that we exported. And now you can then start to copy and paste this if you need to, into additional XML files. Know tau, because we took the meter squared out of the formatting. We can highlight these cells in Excel and you can see how it gives us an average and a sum. So that's the good reasons why to remove the units from the schedule. So that's basically how to export a schedule from rabbits and then open it in Excel. There are additional plugins and tools that are available on the market that will allow you to do this as well. Should you wish to pursue that option? 14. 3.7 - Amending The Appearance Further: I've completed my schedule, but I've been told by my portrait lead needs to improve the quality of the schedule to make it look less tabula. So there are a number of things that I need to do. Firstly, I'm just going to tile a Windows so I can see my room schedule sheet and the room schedule together in one view. So to do that, I can go to View tile views. And here I have the room schedule on my left, tetra schedule view and then the room schedule on the right. So I can see that the changes I make in both. Firstly, I need to change the order of some of these columns. So I'm going to go into my schedule. I'm gonna go to fields. I'm going to move the number and the name of the department so that now the room number the room name on the department. In that order. What I'd like to do is group the headings here under one sort of sub-heading called identity or identification. So I can see that the group these columns together. So what I can do, go back into my schedule view. You'll notice that we haven't really discussed any of these tools up in the ribbon here. But we're going to focus this lecture on the titles and headers section here and the appearance. So what I can do is I can click and drag across these three headings. And then I can select group up in the ribbon under the titles and headings section. And you can see that this has now grouped this these three headers under one heading. So I can type in ink. Identification. Click Enter, and you can see it rotates it on the sheet. I can select in this box. And now I can change the horizontal alignment to left. And I can also change the horizontal alignment. In the headings here. Clicking and dragging and letting go of my mouse button in the last one on the thermal, align horizontally left. Now what I can also do because I know that the the identification is the head. I can actually reduce the width of this edit and remove the word room. And both these by selecting into the header and removing. I also want to make the number little y to get rid of a gap between the number and the name. So I can click on the field and under columns, I can click resize. I'll make this 25 millimeters to give me a bit of a gap here. I also want to group the areas under one heading as well. So I can select in the area square meter, box, click and drag to the end. I can group these. And I can type in the wood area. Click Enter. Again. I can align it horizontally to the left. And now I can remove the wood area from the title here because it's defined by the fight is under the area heading. I didn't see it's also then change the height to the schedule. Yeah. I now want to change the grid for this schedule because it's very it's very the grid lines are very dark and it covers pretty much every single grid line. So what I can do in my room schedule, I can select any field Identity called head as him select a through G. I can then click on the borders property. And this will allow me to change the border style for full, the individual schedule in a sense that I can add a bit like Excel. I can change the top, right, bottom, left, and center lines. So I can click None, for example. And it will remove the schedule, the grid lines from the schedule. I want you to go into go and create a new line style to use for this schedule. So I'll go to the Manage tab. Additional settings, line styles, grace new subcategory called schedule. Grid lines. Click Okay. And I'm going to change this line color to this one to eight RGB color. I'll click OK. Go back into my schedule. Have the entire shape is still selected. Click on borders. I can then click on schedule grid lines. And I can select on these buttons here which lines I'd like to see. So I know I'd like to say I'd prefer to have the Gridlines just horizontally. So I'm going to add the grid lines so the top between each of the cells on the bottom. If I click okay. Sometimes Verbit has a habit of doing this. It tends to just reset the grid. So what you have to do is sometimes just have a bit of a play and click on the schedule again, click on the borders, click None, then click on schedule grid lines. Select each one again. Click OK. And now it's updated. It, it's a little bit temperamental. They have experienced on a number of different versions of red. We need to do the same for the room schedule so I can the header. So I'm clicking the room schedule box, click boulders, and click none. And I just want to add in the bottom one. Here we go. So this is now looking a little bit clean and you can see more of the text rather than it being full of grid lines. And now I want to change the header, Make it will so left aligned. So I can go into the schedule view, selecting, selecting the title, align horizontal. I can change that to left. And I can also go back into the appearance. And I can make the title text say 3.5 minutes. To make it a bit larger. What I can do in this title box, I can actually insert an image. So for example, if I had an image that I wanted to use for the title rather than just some text. I can insert that. So I can do insert image. I have my logo here that if I open, replaces the title with an image. So I've included a logo here of, for example, my company. However, you cannot change the scale or the size or the text. And you can see that it also pixelate said due to the resolution of the image. So this is just an option, but it's not something that we implement in practice. So I'm just going to undo that, but I just thought I would mention it. So I can add some shading to these two group head is just to distinguish them a little bit. So I'm just going to click an identification. Books hit. I can click shading and I'm just going to make them light gray. And then the area is going to make it slightly darker. You can have any color you like. I prefer to go for more simple coloring. And again, you can change the shading of any of these headers by clicking the Add to individual one and click on shading. So if you wanted to have it in a light red, for example, you could, and it would cover in the number that you can also shade and tie columns. So if I clicked on a, I clicked on shading. I could shake the entire column. A light yellow for example. And that shapes the group had to on the number. I'm going to undo that. So I'm going to keep it as it was going to undo that. If I wanted to add some further information about this room schedule into the actual schedule title. What I can do is if I click on schedule, I can click on Insert. And I can click below, select it, and it will add a row of headers. Below. I can then merge these full together. And then I could stop typing some information such as schedule containing data for building the 23. I can change this font if I wish, by selecting the cell, selecting font and changing this from aerial 3.5 to 2.5. That goes to change the color and make it bold, italic underline. I can then select, again in the box here, select resize a bit light for the columns I can select resize. So I can make this seven millimeters high. If I wished. I could also change the room schedule, actual title, heading to seven millimeters as well. And that will reduce the size here. So you can see it's now applied that to everyone. I need to look at reducing the width of my schedule. Knows if it's all the information on, I'll probably change department. So I'll select on C, resize. I'll change this to say 2008. Hopefully that now fits their schedule in. Now I'll try again 26. And that fits in that. You can also change the font of individual columns and edits if you wish. So if unchanged, if I could change the cycling as a column and change the font, I could change this to any one of these fonts. So let's just pick one at random. Georgia. Click, Okay? And this overrides the Fontan the appearance to the phone that you specified him. I'm going to undo that edit fun. So that's just showing you how to. I can change the font. Specifically. Just once we're in the room schedule editing. I'm looking at the ribbon phones or I could freeze the head is. So for example, if I need to input some data in a schedule view, I can click on Freeze headers. And if I scroll down, it'll keep the head is so I can see which column I'm typing any information. If they've got a schedule that's got multiple columns until it disappears. I have also got the option to add calculates it values on combined premises, which are the same thing as, hey, I didn't calculate premises or values on combining premises. And I can also insert, delete or hide and unhide columns, which acts as the inserting fields. And also in the formatting. When I've clicked hidden field, that effectively allows me. It's the same thing as clicking hide him. So hopefully my schedule now it looks a lot better if I just go to View. That looks a lot better and more like the kinda thing that I would be happy to send out to a client. 15. 3.8 - Key Schedules: Now that I have created an issued my main room schedule showing the areas and the area comparisons and now need to start adding roof finishes information to my model. If I go to my ground floor plan, zoom into a room. You'll see that I have under our density data parameters for base finish, saving finish, we'll finish and flow finish. So I need to start populating this information. Now I can select each room individually, type in the information in here. So I've seen timber as an example. That would mean I'd have to go and select every single room and do it like this manually. Undo that. The other alternative is I can complete stuff using a schedule so I can create a new schedule. So it goes to the View tab. Schedules, show you in quantities. Scroll down to select rooms. And I'm going to call this finishes shadow. Remember to move the two. Click. Okay. So now I can add the name. And I cannot the face finish, the floor finish, ceiling finish. And the wolf it can sort it just by the name and I can tick itemize every instance. So now we have a lot of data to fill in. So I could manually type in this information. So under the base finish or as we often use it for the sketching finished, I could type in Hollywood. And then for the next few market also typing outward and I am, the drop-down gives me previously entered information for that parameter. However, this is very tedious and long winded and there is a more efficient way of doing this. I'm just going to delete this information here. I think given by the client a selection of room finish templates, effectively the icon then that apply to all of these specific rooms. So I can go to View schedules, scheduling quantities. I can go to rooms. And instead of creating a building components, schedule the churches, we, the actual elements I can create what's called a schedule key. I'll explain what that is. When we create a schedule, but I'm going to call the key, which is effectively a new parameter. Finishes style. And I'm going to call to schedule that room finishes style. Schedule. Click. Okay. So as part of this individual parameter we can choose which is the key I can add in are the prime minister. So I'm going to add in the base ceiling floor and we'll finish. So I'm not gonna do any sorting, formatting or changing the parents. So I'm click Okay. So there's nothing in this schedule. So what I can do is I can insert data row. So this has a key name called number 1. So I'm going to call this room style one. And I know that because I've been given by the client room style one has a base finish of a hardwood flooring as a seeding finish of suspended ceiling panels as a floor finish of vinyl flooring. We'll finish off with paint. So now I've got one of these keys entered. If I go to my ground floor plan and I click on the room, you can see that there is this now this finishes style key. And if I click on this drop-down, you can see that it's now got available this room style one key. If I click on the room style, it automatically fills in the base finish, seeing finish, the wolf finish on the floor, finish the cause or specified fixed within the room finishes style schedule. So this allows a quick way. So if I go back to the room finished schedule, this is then a quick way of being able to scroll down to find the lounge room or being able to specify the finishes for the rooms. So I'm gonna go back to my room finishes style schedule, and I'm just going to create the rest of my styles. I've now finished my key schedule, and I've also added in the description about the room style. So what I can now do is I can go back to my room, finishes schedule. I can add in the room finishes style perimeter. Send this to the top. What I can do if I want to move this to the top the entire way, just below name, I can select Base hold shift, so that will and I can dry it and I can move these promises down one, because it moves all of them down. And then move 0 infinity style to the second position. That's just a quick way of rearranging the shadow. I'll click Okay, so you can see how the roof finishes style. It's currently set to none. I can then click on the drop-down and type in administration so I can type offices and admin and you see I automatically fills in this information in here. Like so. So this allows me to, to fill in the information a lot quicker. But I can also do is because of my naming is quite consistent. What I can actually do to make this part is even quicker, is gone sorting and grouping. I've sorted it by the name. But if I untick, itemize every instance that will group all of these similar names into one row as described in previous lectures. So I'll click OK. You can see that because the administration has got some rooms that I've had the roof and finished his style completes. It is blank so I can just click on administration, click on the drop-down, typing offices and admin. If I know the advisors, is also Ottoman, I can actually search the word admin and it will search. So I could type in style one and it will filter that schedule. I could type in offices. And it will also filter so you can start to type in the key schedule and it will automatically filter the drop-down list. So I can then go in and quickly fill in all this information. So I will go ahead and do that now. This is all being completed. Now the benefit of using key schedules as well is that if one of these styles were to change. So for example, if I go back to the room finishes style schedule on say the will, the will finish with circulation was to become paints on block work. Concrete. By changing is in this key, the room style three here. If I go back to my room, finishes schedule wherever room style three was used. So for the cardo, it's now updated the values for all of those rooms. So you can see for this lobby here the vestibule, vestibule die. So this allows for quick changing of the values and also for ensuring that you only pick a correct value from the potential options. Another thing to note is because in the sorting and grouping, I had to itemize every instance on ticked. If I now take this and click Okay, you'll see that every single room in the projects has been given the room style designated for that name. That's because when I uncheck itemize every instance because it's sorted by name. It groups all of the cafeteria rooms into one line. And if I type in the room style into this one line, it effectively populates every single room. That is the cafeteria name. So that's another quick way of batch filling information. Using schedules. You can change them in the, you can change the the key as well in the floor plan view by selecting the room and then click on the drop-down for the room style, as indicated before. Fog about to the room finishes style sheet. One thing to note is that you cannot add shap premises to a key schedule. You can only add project parameters all the Revit inbuilt premises. If I were to add a new parameter, you can see that I cannot add a shared premises. So if you need a piece of information to be tagged on a drawing, you have to use one of the built-in Revit parameters. These two here that we added an earlier project premises and not to share parameters. If it was shared parameters, they wouldn't be visible in this available fields. Just something to note when it comes to key schedules. You can use key schedules for many things such as door hardware. And I'm hungry. And you can use them on many different types of schedules. My room finishes schedule. I could effectively call this a working schedule because I can just remove the finishes style from this showed you. So this is the schedule that I could place on my sheet of z. I would need to change the salting back to itemize every instance. And I might want to put the number n and insults it by number them by name of z. I haven't used the combined promises that I used in the previous lectures. And you could duplicate this schedule and call this one, right-click, Rename, call it work in progress or WIP. And then you could just remove these fields and just up the room finishes style to the schedule. And here is why you could change the information and it will update on the roof finishes schedule which has been placed on your on the sheet. 16. 3.9 - Viewing Design Options: As palettes of ongoing design work, I've had to create design option for the south wing of my building. As you can see, I've created an option set called ground floor south wing, and within it I have one option which is the primary option one. And I have a second option which is option two, which has a flight different layout to option one. If I go to my room schedule, I now need to create two schedules with these two different options for layouts. So first I'm going to duplicate this original room schedule. So I'm going to right-click on the Schedule, duplicate view and duplicate it. Rename it for call this ground floor option one. So what I need to do is I need to I just want the rooms on the ground flow in this schedule. So I'm going to click filter, filter by level equals ground floor. Okay? And then what I can do, because I've added a design option, this Visibility Graphics Override setting has now appeared in the properties of the schedule. So I can click, hit Edit, and here I can change the design option that's viewed in the schedule. If it's on automatic, it means that if I just click Cancel, whichever option I am in, my schedule will show that option. So I'm going to option 1 and that because that's the primary I've changed to it. It's not changed. If I switch to option two, you can see how the number of rooms has decreased. Or the I wanted to permanently fix this schedule. Two, option one. So I will click Visibility Graphics overrides, click Edit. Click on the drop-down. Next to the design option. Select option one, primary. Click OK. I'm just going to delete out this description here by clicking delete rows. And then I can duplicate the schedule again, duplicate and rename this option To under visibility graphics overrides, click Edit. And I can select option two. Okay? I can then create a new sheet. So I can click and drag option one onto my sheet. Again, reassessing the columns. So one column to the left. And then I can add option to onto the sheet as well. Again, removing the columns. So here we have two schedules showing the two different options using the visibility graphics functionality within the schedules to show whichever option I desire. 17. 3.10 - View Templates: Because I have these two schedules thus are very similar in terms of the parents and layout in terms of fields, et cetera. I can actually apply view template to these. If I go to my ground floor option one. And if I click on View Template, you can see currently it's assigned to non I click View Template. You'll see that there are no V templates that I can pick at the moment. If I click on show views, I can then select this ground floor option 1 View. Click on this duplicate button here. And I call this options, for example, give it a suitable name. Options. I can tick on tick showed you. Now this shows me the only view template that I have. So here are all the aspects that I can control with the view template. Because I've got multiple design options. I actually want to untick this. So that is not included as part of the view template so that each schedule that has a different option, I can pick for u dots individual schedule. I can set the phase filter, I can set the fields, any filters, sorting and grouping, formatting. And apparently, so if I click, okay, what I will do in this Visibility Graphics Override, I'll check my option one is still primary. My design options set to option one is correct. I'm also going to change the conditional formatting just so that we can see the changes occur. So every difference, conditional formatting, I'm gonna change it to red. Orange rather. I'll keep us is greater than 0. Click Okay, on, I'm going to show the conditional formatting on the sheets. So I'll select, Okay. Okay, let's see how this has changed pin in this area difference column. I'll close this and go to my ground floor options. If I click on the ground floor option to not don't double-click just a single click. I can click on View Template because this is just the same as double-clicking. And going into the schedule, however, I just have to click it once. Go to the template. And you can see I can pick the options, the template that we created previously. Click Okay. Now you can see how it updates the graphics to suit. Just again to show for the View Template, if I, let's say just remove the area difference field. Click Okay. And Okay again, and see how it changes both. Now one thing to note about the view template is that you cannot change the shading on the column width properties. And a lot of other parents and titles and headers properties while the schedule has a view template. So what you would have to do is go to the View Template, change it to none, and then change the graphical appearance of the head is. So for example, I'm going to change the shading of this area to a light blue. And the identification I'm going to change to a light green. And I'm going to align all the area information to the left. What I would then need to do is effectively create a new view template. So I've showed you use option one. I would then duplicates. Call this ground floor options. Make sure views. Click Okay. It's my sheets so you can see how this nowadays it. Now if I go to ground floor option two, I can then click ground floor options. Click OK. And you can see how is updates it too much. I'll then go out into my, go into my view templates and view the templates, manage View Templates, View Type 2 schedules, and I'll have to then delete this options schedule here. So it's not ideal the way that you can or rather can't change the visibility aspects of the schedule whilst it's set to a view template. 18. 3.11 - Selecting Elements Through Schedules: I want to now check and also be able to see in the model when the rooms are where they have an area less than the minimum area. So to do that, what I can do is I can duplicate this room schedule view. I will then rename it and call it area. Below the minimum. I'm going to change my conditional formatting for the area difference. To say area difference is less than 0, change to red. But I can also do is add a filter to filter where the area difference is also less than 0. So what this will do is only show the rooms in my schedule when the area difference is less than 0. I'll click OK. And you can see here it's every single line and every single room is red. This is the way of filtering out the rooms, all the elements that I need to see. I've got myself a ground floor plan open. I can see that these rooms are on the ground floor. I can select all these rooms by clicking, dragging with my left mouse button. I can then click this button up here in the ribbon highlights in model. And it's taken me to the ground floor plan because it's open and it's selected the elements I can click Show to, to navigate to different views. If they are open or I can just close. So you see how now these rooms have highlighted here. And if I want to see them more clearly, I equals to isolate them. So I can then see their approximate location. I'll reset my temporary O'Brian. However often, you don't have a view open. And if you need to see them, select the elements, click highlights and modal. Rabbit will tell you there is no open view that shows any of the highlights of elements. And that's searching through the closed view, could take a long time and asked you to continue if you click Okay, it may spend a long time cycling through a number of views, especially if you have lots of different flow plans or any other types of use in your projects. So I'm going to cancel this. Close. Close again. What I can do is instead is I can select on these rooms, I know that they're on the ground floor. I can select all of these. I can simply double-click on my ground floor plan and they're already highlighted. I click escape to de-select them. Go back to my room, schedule, go to say the second floor highlights all of these ones. Double-click on my second floor plan. You can see that it's highlighted them here. I often prefer this way of selecting the elements through a schedule because I can then control which view I want to open an often what I will do that I'll prepare the view beforehand. So change the visibility graphics to make it clear, knowing that I'm going to be looking at, for example, rooms. In not view. This works with any href element or any element that's in a schedule. So doors, windows, pipes, structural columns, et cetera. Obviously, you can also, you can also select them within a 3D scene. You could select the elements and then go to a 3D view. Because this is obviously a room schedule, you won't be able to see them in the 3D model, but you can select on the, it will maintain the selection of the elements. So hey, you can see it's picked up and I've got selected 15 rooms and it told me on the ground floor. So if I now go back to the ground floor, is selected them hand. So that's how you can use schedules to select elements and then review them in specific use in the model. 19. 3.12 - Including Linked Models: As part of this project, I've got this building here by also have another building on the site up to the northeast here. This has been linked into this model as a link, and this is building 24. And you can see in the project browser on the Reddit links. Often we'll do this in architectural projects and other disciplines will as well. If you have multiple buildings within the same project or the same plot. So it's easier to split the buildings up. So you can set the default project North's uncoordinated and document them more efficiently. However, I now need to produce a room schedule for every building of old buildings. So I need to build to include the room data within this linked model. So to do that, I'm going to go to the View tab Schedules. Should you incontinence. Going to scroll down to rooms? And I'm going to call this room schedule buildings. Click Okay. So in the fields, I want to add the number of the room, the name, and the area, and the department and the area have. I also want to include that link so I can take this button in the bottom left, hey, cold, include elements in links. And when I do that on this drop-down, select available fields from UCR can now access Revit Links. I can also access the project information for the, for the models. This is available when the include elements in links is unpicked as well. So I can access any of the project information model. For the information that is available in this model, likely to include elements and links. So I want to be able to add the filename, let's say to the schedule. So I can add the actual filename to the schedule. I'm then going to sort by the filename. I'm going to add a blank line. And then I'm going to sort by number. I'm going to click Okay. And you can see that when I scroll down, the Revit link file name for the rooms in this model is blank because it is not a link. Either one. I scroll down. You can see all the linked buildings have the actual arch model and the school building 24 filename here. So now this information includes the linked rooms. Obviously, for these rooms that are in my building, I can click on them and I can edit them. So I could edit this room here if I wanted to. However, I cannot select and edit the rooms in the model because they are in the link model and can only be amended and accessed by changing, by opening up model and changing that information within that model. So this is just a read-only view effectively off the information. However, instead of doing living linking by a filename, I can remove that. And instead I can go to project information. And I can select building name, which is a product information parameter. I'm going to move this to the top. I'm going to change my sorting to building name, okay, to add a header and a blank line. And then also by number. Click. Okay. And you can see that if I scroll this up, I now building 23 in the, in the building name. And if I go to the Manage tab, project information, you can see the I've typed in building name, 23. 23 for the building name, and in the arch model building 24, I've added the project building name as building 24. So I could go into the formatting of my schedule. Under building a tick Hidden field. Like okay, I now have the remove the building 23 column. So now I certainly in the header. So this allows me to include elements from link two models. Now, if I, if I wanted to filter any of the rooms by say that level, the level into the schedule. And I sold by the level. Then by the number. I'll add a header for the level and the blank line. And I will also higher level ground floor, first floor, second floor of a building 23, and then ground floor, first floor, second floor for building 24. If I wanted to filter, you'll notice that I cannot filter by the level parameter. This is because in multiple buildings you might have different level names. Therefore, you couldn't filter by the level attribute. So this makes it a little bit more complex. So what I could do is because I've got the room level parameter that I added in for my buildings previously. I could add the room level parameter. Move this up. I could then change the formatting for room level to be hidden. And then I could sort by the room level instead of the Revit level. Click Okay, and you see how the headings change to the values in the parameter for room level. Now when I go to filter and filter by, you'll see that I can now use the room level parameter. Now the reason I can't use the room level parameter is because it is a shared perimeter and not a project prompter. So it shares the same global unique identifier across all the models. So I can say room level equals 000. Click Okay. And it will now filter only the ground floor building, rooms in buildings 23 and 24. So this is a neat little workaround to be able to filter by level of see what you can't do. You can't use the standard at or above or below for the options that you would normally use. Full level. But this is a work-around that allows you to filter by certain levels. If you need to. Sometimes you might have multiple links in your project. And you might only want to show certain rooms from certain models in your project schedule. You can go to your Visibility Graphics overrides, click Edit, and on the Revit Links, this little section is now pay it because I have a Revit Lincoln. And I can select to hide or include this model. If I had more models, they would be listed down here and I could tick and untick the relevant models that are needed. So that is how to include elements within your schedules from LinkedIn models. 20. 4.1 - Multi-Category Schedules: For the next few lectures in this section, we'll be going through additional types of schedules and their functionality. I won't be going through every type of schedule for every single category within Revit, as that would be exhaustive for this course. However, I'll be focusing on some architectural schedules of which the principles can be applied to other scheduled types for your respective disciplines. One of my next to the rules is to deliver a sheet such as this showing a room layout and also a schedule, scheduling the number of pieces of furniture and equipment within my room. So I've created a sheet here, A6 instruction room layout, or I have a plan and a 3D showing the furniture and equipment layout within, within the room. If I double-click on the view to open, you can see I have some modal groups. And if I click Tab, they contain chairs on this table. I also have some cabinet units and account. It's all with two screens on the wall. Now you notice that these screens, the category speciality equipment, these cabinets, casework, and these Chaz on Table. Finish it. So I need one schedule to be able to list all of these items. So to do that, I can use what's called a multi-category schedule. So I can go to the View tab, Schedules, click on schedules and quantities. And you'll see at the top here it says multi-category schedule. So I can then give this a name. Schedule. We'll just call this a schedule. Instruction room phase new construction. So a multi-category schedule allows you to schedule multiple categories within Arabic project, however, it does not include system families, which would include walls, floors, ceilings, railings, pipes, ducts. You also cannot shed your masses, and you also cannot schedule areas. So just be careful when it if you wish to schedule items, you would have to make separate schedules for your walls, ceilings, Et cetera. So within the fields time you can see I can actually schedule the category phones too. So I'm just going to add this parameter. I also want to add the description. I also want to add the account because I want to know what the count of my actual number of elements is within the room. And I also want to be able to filter out the room number. So from the drop-down, I can actually select available for those from room. I can get the room number, which is the 105 within the within the room tank here. At this schedule. Move this to the top. I can then use the filter in the next tab to filter by room number equals 105. So that will only show me the the equipment and furniture within room number 10, five. And then into sought by the description. I'm going to uncheck itemize every instance. I'm then going to go to the formatting. I'm going to hide the room number. I'm also going to calculate totals for the count so that it will sum up the total number. So I can then click Okay. And you can see here that I have a description and a count off the number of so classroom chairs on the category. So you can see here this lists the rabbit category, that these elements are actually going to remove this from the schedule because I don't actually need it in my schedule. That was just to show you that the category can be scheduled as well. And you can also filter. If I want a soccer field set by the right category, if I needed to move the cats agree here, Description Key the count. And so I can simply do now is go back to my instruction room layout. I can click and drag on the schedule instruction room. And here we have a simple schedule showing all of the equipment and furniture within the insure showroom seeing say I have the base units, I have six of them. 1, 2, 3, 4, 5, 6. I have one counter-top, 36 chairs, six rectangular tables to those. And we'll mounted whiteboard. If I wanted to remove the dose from the schedule, I can simply double-click into the schedule to open it. Go to fields at the category, back in to the scheduled fields. Filter. And category does not equal after find doors because this list is not an order. Goes down at the bottom. Go to my formatting, click on Category and make sure category is hidden because I don't want it to appear as a column. Here. Click OK. And you can see it's now removed the doors from the schedule. Go back to my sheet and you can see that the schedule has updates it. Yeah. So this is the multi-category schedule and how you can use it to schedule elements of different categories. However, please note that again, it does not include areas, masses, old system families such as walls, floors, ceilings, ducks, pipes, etc. 21. 4.2 - Door Schedule & Adding Parameters: Another schedule that I need to produce my project is a dose schedule. I've created a sheet. Hit, then I'm going to place my door schedule in. So it's a schedule. I can right-click on changes in quantities here and click new scheduling quantities, which if you'll remember, is the same as going to view schedules, scheduling quantities. I'll scroll down, scroll down to select dose. And I'll call this procedure. I know I'm just going to filter this by ground flow for the schedule. So I'm going to call this schedule ground full. Click. Okay, So these are the available fields from the doors. So I know that I want to filter it by level, so I'm going to add the level prophecy into that. I also know I want to have the type mock, the individual door number. So the actual mock which is tapped on my drawings on without province of up. I also want to have the width and the height. And also I want to add to the fire rating. So I'm going to filter by level ground flow. And then going into salts by the Mach. I'm going to itemize every instance. Go to Format saying I will hide level. Click. Okay. And here is my door schedule listing each door with a mock. Then the type mock, which could refer to a door type schedule which I could create later. And then the width and the height and the fire rating. See the NFO means not phi rates it and I have F, I'll 2560. Just close the schedule. And I'll click and drag this onto my sheet, like so. Okay, fine. Double-click on to the Vorschlage it again to open it and go back into fields. You'll see that under the available fields from doors, if I click on the dropdown, I can get the information from the from room to room. So this is very useful when it comes to scheduling those because I can actually out the Fromm room information. So the number per property here, I can not that. And I can also add the To Room information. I can also add the number of full that room. Can hold Control and select these two attributes and move them up. And if I click Okay, you'll see now it's added the room number. So the domain in which you leave, into which the W arrive through this tool. So I can, I can group these, these headers to location. And that can just delete the edit that. And I can select all these headings on just aligned to the left. So you can see now that this dual, dual one-to-one is from room 101, but it goes to a blank room. If I select this column, go to my ground floor plan. You'll see that this dog is highlighted here. Actually goes from this vestibule, which is room where no one. However, there is no SE room in here. That is why this schedule is picking it up blank. If I wanted to, I could actually put the room information as one-on-one. Instead, if I wish to schedule this as you're coming from from external, the external space here into the vestibule. As you can see that the direction of the opening, the Fromm room is on the push side and the Tearoom is on the pull side by default. So I can just change that back to blank. If I wanted to add this in as an actual room, I would have to create on place a new room in this area here. If I pick another door saying T1R3, select that and the schedule, go back to the ground flow. Zoom out. You can see that this dough here is leading from card O157 to conference room 1, 0, 3. So I'm leaving from room 10, 7 to conference room when I3. So that's a useful property of door schedules. That you can use to identify the location of each tool. Now that we've got this basic door schedule, I need to add more information to each of my goals. And I need to add a piece of information that is not available by default. Within doors. I want to add an instance parameter for access control. So therefore I need to add a new parameter to my project. So if I go to the Manage tab and select project premises, this is where I can add new premises that will apply to every element of the relevant category that the perimeter is applied to it. So let's go and create one. Now, I'll click Add, and I get the premise of properties dialog box appear here. So I can either create a project parameter and this type of problems that can appear in schedules but not in tanks. Or I can create a shape parameter which can be shared by multiple projects and families exploited to ODBC and a painting shadows and tanks. So if I only had one building and I didn't want my, my parameter to appear in any tags. I could use the Project Browser. However, because as discussed in previous lectures, this building's parts of a Master Site of buildings and we may wish to use the information through LinkedIn models. I have to create a shape parameter. Now a shared parameter is a parameter that is kept externally from Revit and a text file that has an individual unique identifier. That Revit will then recognize when it is used in multiple projects and families so that it will schedule it all within the same column. So if I click on Share promise you see I cannot type in any of the information. So if I click Select, you'll see that I've already got a shared parameter file with the room information that I used in previous lectures. If I go to edit, you can see that the edit shared premises, this is the location for my shared premises file. Now you may not have this shed prompts a file in your on your computer yourself. Or you can browse and locate it in the downloadable content for this lecture. Or you can create your own. So I'll put a perimeter group, hey, cold rooms. I'm going to create a new parameter, new group, and just call this those. Click. Okay. The Santa has two groups. I'm going to create a new parameter, I'm going to call this access control. The type is going to be a yes, no parameter because it's just going to be a tick box yes or no parameter. Click okay, so once I've created it, I can now click on the properties of this parameter. But you see I cannot change it. And this is because if you create the parameter and then apply it to projects or families and then change the type of parameter. Riveted could not consolidate the different types of parameter. So the only way to then change the type of parameter would be to delete the perimeter and creates new with the correct type, which would then have to implement within all the projects or families that the new parameter or the old permits it was associate two. So be very careful when it comes to choosing the type of parameter per share premises. I'll click Okay. Click Okay. And now you can see in the shared premises file, I have the doors drop-down. You can open the share premise of file as it is a text file. And you can see I've opened it here in a notepad reader. You can see that it describes this as a red shed parameter file. Do not edit manually, so you should not do any edits to the file. In the Text Editor. You can see how I have these two groups that I've made and jet. And you can see the global unique identifier here, that identity that it uses to identify the actual parameter across multiple projects that have the nice new access control parameter that I've used. And you can see that as a yes-no premises. So this is just a quick introduction to the formats of the shed primates a file. So I'll head back to Revit now. In my share parameters list, I can go into the perimeter group, goes select Access Control. Click OK. And you can see that it is now filled in the access control, date, control name, and the type as this is all defined by the shape parameter in the shape parameter file. I'm going to group the parameter under Identity data. I want to keep it as instance because it will be unique to each individual instance of the dual depending on its security requirements. And the cathode realists, I'm going to scroll down and just select Tools. And then click Okay, and you can see how I now have the access control premises added to my project parameters. Click Okay. If I click a dough, you can see that the access control chromatin has been added here. And I have a grayed-out tick box, which shows that this parameter has yet to be effectively clicked all completed. So I know that the lounge will have access control. So I'll click on this tool. Click the access control to activate the parameter effectively. And you can see that it's not to, yes. And if I untick it, little tick, no. And I'll show you how that's represented on a schedule. Now. So if I go back to my door schedule, I can go to fields. You can see how access control has now been added to the list of available fields. I can add it to the schedule fields. Click OK. And you can see how it is. These old grayed out by default our they've not been activated. If I go to my door schedule sheet, you can see that the grayed-out ones that weren't activated blank. And the access control has for the door going into the lounge as activated to say, yes. If I double-click on this and I untick the parameter and go back to the door, show you, you see that it says no. And these are the only two options that are available in this access control. So if you wanted to add any notes about access control, you have to add a new parameter called access control notes and have it as a text format. What that old text type of parameter, as this promise is, a simple yes or no. So I can then give out to my ground floor. And I could choose a node, another room, such as the conference and take that isis control. And then the toilet say, I could go about some of those schedule sheets. And you can see that the premises been completed in here. So that is how to add new parameters and shared premises on the difference between them to a schedule and the project within Revit. 22. 4.3 - Material Takeoffs: As well as being able to schedule individual elements within the Revit model, such as rooms, doors, and furniture. We can also schedule materials that are included within the elements of a revenue model. So for example, if I select a floor here, the standard compact button flow, click Edit type. If I go to stricture, you'll see how the floor is made up of number of layers with separate materials. I can then schedule these materials individually. So in order to do that, I go to the View tab, click on the schedules drop-down. And instead of clicking showed you some quantities, I will click Material Takeoff. I can then select my castle green. So I'm going to select flows, call it flow material takeoff. Click, Okay. And here we have the available fields. Now these fields are the same as you would see in a normal floor schedule. However, I scroll down, you'll see that we get to a set subsets of fields with the prefix cold material. So these relate to the material properties of the materials within the flows. So what I can do is I can not be material Mach. I can have the description, I can have the area, and I'm going to add the cost. So I'm going to also add the level into my schedule. So this level actually refers to the floor element rather than the material element. And I'm going to filter these floors by level equal ground flow as I've just placed a more detailed arrangement of floors on my ground flow. And then going to sort by the Mach. And I'm going to itemize, we'll untick itemize every instance. Change the formatting. I'm going to calculate the total cost for the area, but I'm going to keep the material cost, as it says. And also I can't actually do a calculate total for the material cost. I'll click Okay. And here you see we have a material takeoff. So I'm just going to edit this again. I'm going to go to formatting. I'm going to hide the level field. And I'm also going to filter by the material Mark begins with F, the floor finish because there are some other materials contained within here. I have a blank mock, which I don't want to include. So I'll click Okay. And here we have a schedule. So this is the total material area. So if I were to highlight on say, red carpet, I'd go to my ground flow. These are the flaws that have this red carpet material assigned to them. So I've got the material, the total area, and I've also got the unit cost, which if I go to manage materials and I search for say, colored paths and cough, it will compound paths and I didn't see citizens the color competent, competent, the mock f p1. And the cost is 7.5. So this is the unit cost. So in my, in my building, this is the cost per meter squared. So I need to say no to be able to calculate the total cost, I can create a calculated value and call this total trust. The type needs to be a currency because it's going to be a currency. I couldn't use the formulae. Area multiplied by the cost. Okay? If I click Okay, now you see I get a warning saying inconsistent units. And this is because this formula includes a unit of meter squared within the material areas. So I need to remove effectively one unit. So I need to make the meter squared equals meters. So I'm going to divide the whole formula divided by one. Click. Okay, and now you see it works under the formatting total cost. And I can now Calculate totals for the total costs. Click Okay. And this is now the total cost of the material. So I found a naked times 7.5 would equal 5,350. I can of course then decide to change the schedule format. So this could be unit cost, or instead I can select these two head is go to modify Schedule Quantities. Group is cost and cost per square meter. And then his total cost sorting and grouping. And I can have a grand totals, totals only. And this will then give me the total cost and total area for all the floor finishes on the ground floor. I'm not going to place this schedule on a sheet, so I'm going to right-click on the sheets, new sheet. And I can simply click and drag the schedule onto the sheet. Can make the columns a little wider. And if I double-click, I can go into the titles and just change the formatting and align everything. To the left. I'll just right-click on the sheet, rename material takeoffs. But I can also do to the material schedule. So if I go into fields and I scroll down, I can also add an image to the material. So I can add the material imaging. I can put this say just between the mark and description fields. And click okay, I'll just again format the heading. And then if I click within one of these columns, I can then select an image is open to manage images. Dollar box, click, Add. I can select one from my, I'll just go into my desktop with fluorine. Click OK, and you can save nothing appears here just the pay is the name of the image that I've loaded in. But if I then go as 12 will take off. So you can see how it's then added an image of the material to the schedule on the sheet. So if you want to graphically represent on the schedule what the material looks like, you can use a, an image to do so. If I go back to my material schedule, I also now want to be able to see what types of errors are associated. So what flow types they are associated to. So I'm going to fields, I can actually add in the rivet type name. I'll put this at the end. So I'm going to sort it by material Mach. I'm going to put a blank line and then I'm going to sort it by type. Click. Okay. So this is the Revit time that is associated to. I could also add the type mock. So this is the flow time OK, which obviously is a bit more. It's a bit of a smaller piece of information to include. I missed one. I'm going to call this flow and external. Okay. So you can see here that I have a two instances of the timber flooring type. One of them is associated to the standard timber wood finish, but one of them is associated with the standard timber concrete finish, which looks a bit older. So I'm going to select this row here. Go to my ground floor. And you can see it's associated with this flow. Now if I zoom in, you can see here that I have a, an area of I have a split face here on this flow. I'm just going to isolate this full in the view. You can see here that this split surface has been created on this floor using the split surface tool. And then this material has been painted onto this flow using the using the Modify Paint Tool. Now this can cause problems because if I select this flow, you can see how this is the flow standard carpet patent flow type, and it has an area of 514.6248 square meters. So if I go back to my flow material takeoff, you see I have a standard copied pumped and type hint, but I need to itemize every instance to be able to look at each flow individually. So here is my 549 square meter. Flow, which talk about to my plan. I reset temporary hide, isolates, goods, my flow material, takeoff. Select this 549 meter squared floor. Again. Go back to unravel, you'll see that it selects this passing passing the carpet floor. However, it's still showing me an area of 549 square meters. Or if I change the units of the area to three decimal places too much the rivet, you seize the 54, 8.600 full. However, I've also got a 21.9 square meter painted timber flooring on that standard compet patent flow. I can tell that this painting because if I go to fields and then I use the material as paint, parameter field, sticky enough to after cost. You can see now in this column, this timber flooring has been it's got a yes because it's been painted on using the Paint Tool. Now, really what should happen is that this timber flooring should remove a certain area from the color competence should remove 21.9 square meters from the color competent arrow of this flow. However, it doesn't, it's simply adds the paint on top. So you need to be very careful when using material takeoffs and using especially using the paint tool. And it's something that we as in practice, would always avoid using. We would never use the paint tool for reasons such as this. I can't choose to filter out any materials as paint. So I can do material as paint equals yes. Sorry. And that would remove the painted material, however, because it's still on my drawings and then I model, it therefore is not counted in F with this flow of material takeoff does not truly represent the areas of each material type. So that's just something to be aware of when you are creating material takeoffs. And you must consider your method modelling. In order to create accurate flow material takeoffs. A few of the things about material takeoffs. If I create a new material takeoff, and I can create a multi-category material takeoff. If I click Okay and added the castle gray. So this is the retic count degree into the fields and then the material name. And I saw it by category and then by material name. That's my day every instance I'll just put a blank line of the category. You'll see that this multi-category schedule does include system families such as ceilings, floors, furniture, furniture, roofs, stairs, walls. So unlike the usual scheduling quantities, a material takeoff multi-category schedule, those include system families. You should also be very wary of how revit calculates the areas, full materials on loadable content. So let's take this furniture, this desk, rectangular table elements as an example. So this is a piece of furniture. So I can go to View Schedules, Material Takeoff, going to go to furniture. I'm going to add in the family, then the type, then the material name, and the material area. So I'm going to solve this schedule by family blank line and then by type. I'm going to hide the family name. But I'm going to keep itemize every instance. So it lists each individual desk to put a header on the family. So I'm, I'm, I'm referring to. So here is our furniture table rectangular. So you can see how for this 1800 meters by 1200 millimetre desk, It's given me a an area of the material will save the wood birch, which is applied to the work as five meters squared. If I were to do 1.8 meters by 1.2 meters, that actually gives me a value of 2.16 meter squared. I can prove this by just going to flow upon going to annotate, I can draw I filled region over the top of the desk. Now this area is 2.16 meters squared. Whereas if I go back to my Finnish and material takeoff, you'll see that it's wood birch is actually calculating five meters squared. I'll just change the formatting of the unions to add a couple more decimal places on it. You see that she full 0.6 to need to square that. So that's definitely incorrect because what it's doing is, I go to a section view of this desk. What it's doing is it's actually calculating the area of the top, the underside, and all four sides, the desk and adding those areas together. So this is just reading Paulson if you apply materials to loadable families and then try to schedule them. That Revit will take each individual surface edge of the geometry. So what you're better off doing is having parameters within the family itself that would report the area either as an instance parameter or as a type parameter. While you add a formula to calculate the length multiplied by the width to give you the area, rather than using the material takeoff as this will give you vastly incorrect numbers. So that's the, completes the lecture on material takeoffs. Please know that it is, it is a much more involved process to create accurate material takeoffs as, as shown by some of the examples in this lecture, you need to be how an extra layer of management in terms of managing your materials and also the quality of your modelling. Which if you're modelling by yourself in your confidence and you know exactly how everything has been modeled on documents. It that's okay. But for larger projects with multiple teams, multiple people working on the models, this, this necessary, this won't necessarily be as consistent. So just take a note of all those. 23. 4.4 - Area Schedules: As well as the room schedule and I produce my clients. I also need to produce a gross internal on gross external or gross building area and place them on sheets. So the nullcline can do an analysis of the internal and external areas. I've already created area plans with the gross building. And the gross internal areas placed and categorized using the name parameter into a number of subsections. So now I can create my area schedules. So I go to the View tab, click on schedules, click on Scheduling quantities. And then if I scroll down, you'll see under the areas, I have the three areas schemes that I have in my project. So you can only select each scheme push schedule, and then you cannot change it. Once you have selected the area scheme, I'll click Cancel and go to the octet on the little drop-down arrow underneath room and area, under area and volume computations. And click area schemes on these are the areas schemes I have in my project. So just to note, you can schedule will only relate and represents one type of schedule. When it has been created. I'll go to View schedules. I'll create my gross building area schedule. Okay. I will just have the level and the name and the area. So I'll sort it by level, then by name. And I will formatting, I will calculate totals for the area on the sourcing. I will then have a grand total totals. Early on, I will uncheck, itemize every instance. So here we have the total area for the first building area. If I go back to my girls building ground floor plan, you see it? I have this area here which if I, if I tap to select is an area, topics theory area, which I'll want to exclude from my schedule. So I am going to go to the area schedule at the fields. That's the area type filter. By now you'll see the area type. It does not appear on the filter list. So it's an important thing to note that if you need to filter the area type by gross building or external, you would need to do it with a different method than using the area times. The area type. Feel to say does not exist in the filtered list. So what I'm quickly going to do instead is I will just add the area type in. And then I will sort by the area type. And I will change the name of the exterior to text area area. And then keep the rest of gross building area as area. Which means I can then go back to my salting sort by level, then by name. And then I can filter by name equals area. And I can remove the area time. Okay? And now you say I have a complete scheduled excluding the air. If I select on all these three, and I go to the ground floor of my gross building, you'll see that it's selected all of these areas except this external area here. If I want. So I can then hide the name from the schedule because I don't really need this. I don't need this name. So I click Okay. So we'll have is the ground flow and the area. I can right-click to create a new sheet. And I can click and drag that onto my sheet. So this is now showing me the area schedule for the gross building. I've also created an area schedule for the person to malaria. Or I'll have salted it by level. And then by the type of area, the total area for the level and the total area for the entire building below. So I can click to drag this area here. I can then update the full matching. Now I've updated the area schedules and I can send these to my client. 24. 4.5 - Sheet Lists: If I needed to, to create a list of all the sheets in our model. I can do that by going to the View schedules and I can create a sheet list. I can then add any of the information that is related to the sheets. And this includes custom project premises as well. So I'll click the sheet and the sheet name. And then I could I didn't say the current revision. I can also add in any project information such as the client name, the building name, a project number, etc. As a lot of this information may appear on my sheet. I can then click okay. So you say I've got the client name is opened here. I can select inhibit. I can't change this information because I would need to go to the Manage project information. Dialog box changes the client to cite just my client. Click Okay. See you see I just changed it on all the sheets and if I go to anyone of my she said I've created, you'll see that the client has now changed to my client. However, you'll notice in this sheet list that there are two sheets missing, a1, a2, a3, and full, which are the two new room schedules or not. And if I go to my schedule and go to Filter, you'll see that there have been no filters applied, so there are no reasons why the winery any sheets would be hidden. However, if I click on the An open the room schedule sheet, you'll notice that there is a property called appears in sheet list. Now this is a project, a global project property that allows you to tap to define whether a sheet appears in a sheet list or not. So regardless of the filters on the sheet list, if this is untyped, it will not appear in the sheet listed schedule. So if I tick on the phasing sheet list now and guys, my sheet list, you'll see how the room schedule has a PID. Likewise, if I click on a full, just hey, a single click in the project browser, and I click on sheet list and you'll see how it appears in here. So this is something to note about why certain sheets may not be visible in certain in certain schedules is because of this pays in sheets. Obviously, you can then use the filter to filter any information that you need. So the sheet number equals A1 would have any show the shuffle sheet and a1. I'll just undo that. So this is just a way of managing the sheets in the project on Yukon saltine group just as you would in any other schedule. Often what we'll need to do is batch change some information across multiple sheets. So for example, in the room schedule I need to change the drawn by on the check by prophecies. I can do it by just simply selecting all the sheets in the project browser here and changing the inflammation hand. However, often if you have a bit like we got in the views, if you've got sub groups and subsidiaries of sheets, It's very laborious and time consuming because you have to select each one individually, kind of shift and select all of them. So what you can do in the sheet list is you can actually just say at the, drawn by unchecked, by the schedule. And then I can sort by none, uncheck itemize every instance. So what that'll do is pull the sheet numbers in one row, all the sheets, and then I can just do this. So this is check drawn by myself and T and checked by line project leader. If I think about the sourcing grouping on itemize every instance, click Okay, you can see how the drawn by, unchecked by information has been completed. And if I were to go to another sheet, you can see how it updates of S. So that's a quick way of being able to update information across multiple sheets. On the same principle can be applied to other scheduled types while you're grouping and sorting can be used to patch out information. 25. 4.6 - View Lists: Although it's creating a schedule or a list of the sheets, I can also create a list of the views in my project. So I go to View schedules vilest. And this can be particularly useful when managing larger projects with multiple uses and hundreds of sheets on views. So you can see I can add a bit more information than a coupe of the sheet so I can have the associate level, detail level the family and type, the phase, the phase filter scale. Whether a scope box has been applied, which is a new feature in recent versions of Revit and what sheet, number and name the view is on. So I could add the view name and that's not got the sheet number. So I want to find out any views that aren't on sheets. So I consulted by the view name. So if I click Okay. See, you can see, hey, I thought there are a number of views here that are on sheets, on some, not all, not on sheets. So what I can actually do then is go to filter. Filter by sheet number is less than 0 and it removes all of the views that are on sheets. So now I can actually review these sheets. And if I wanted to, I could actually go and select these views. And I could actually deletes from the schedule the actual views themselves. So please know that you are not just removing rows and the shader, but also deleting the associated elements on geometry from the project. In this case, it is a view list. So therefore, I'll be also be deleting the views. I'm not going to do that for now. But this is just a way of using the vilest to manage the project on the number of views that you have in a sheet. If you wish to do a clarified some time. And if you have your own specific project premises, you could add these in to sort the views un-filter even more if you wanted to. You can also check to see if the reviews that have few templates on. So I'm going to add the view template functionality and remove the filter. And you could check that the views have view templates. So for example, if there is some elevations are there, I'll hand that maybe need a view template. You can go and check that these have the view template. And then you could also then from this field, click on the button to the rights of the field. And then you could associate the V templates. So I can associate to say the architectural elevation for these elevations. So it's a good way of reviewing and managing the views in your model to check for consistency. 26. 4.7 - Embedded Schedules: Fulsome Revit categories including rooms, spaces, Dr. systems, piping systems, or electrical circuits. You can create a schedule to show information about the components that are located within all parts of those systems. I'll take the room category as an example. I will create a new room schedule scheduled for the time being. Okay? I will add the level, the number, and the name. So I'm only going to show the room that we included within the schedule instruction room. So I'm going to filter the schedule by number. On L5. Don't need to do any soldiering because they're learning how to one element. I'll click Okay. And you'll see here, I have this room. I select it because the ground floor, you see it is this room here. Presenting to the schedule. You'll see that there is this embedded schedule box and properties. I can select them. And what this allows me to do is an embed, a schedule of elements within the schedule. So I can click on the tick box next to embedded schedule. I can then select the category of elements within this room. I would like to schedule. Notice that you can't have multi-category schedule is you can only have single category embedded schedules. I'll click Finish. Then if I go to embedded Schedule Properties, opens up another dialog box very similar to the standard schedule properties. For I can add the fields from the furniture Cassegrain. So I could add the description and the count. I could then filter if I wanted to. I'm going to sort by the description. I'm going to unsee Cosmos DB instance. Good for mixing. I'm going to calculate totals account. If I go back to fields, you can notice how these two fields here, this means they will line up with the first second field in the main room schedule. Click Okay. And then Okay. You'll see now that the description and the count of a PID is new head is below the level, a number head is full the actual room. And I now have this, these two clustering chairs on rectangular tables with the count showed you with inside here. So this is an embedded schedule. However, it's not particularly clear at the moment. So what I could do is I could go about seeing embedded showed you. I could go to the embedded schedule properties. I could add a calculated value to just say blank row. And I could make the text and add a formula of just two inverted commas, which will give me blank text. I can with that. So at the top click, okay. Okay, and you see now how it's shifted the classroom chat, the description on the count, into the next columns. I can then delete the head of the blank row. I can then group this description and counts information. So I could then call this information. And I could group the routing information above. Then align all these horizontally. What I'll then do the len go to my instruction room lab sheet. And what I'll do is I'll rename this schedule to assertion room. And that is shed. You click and drag the shadow onto this sheet. And you can see on here now, what I might want to do is also change the formatting, say out of it or shading to the fields that represent the room. And then add a bit of a different colored shading to the fields that represent the furniture. Try make it a little bit more obvious. However, there's limitations to how much organization you can achieve with embedded schedules. And because you can only add one type of category, I couldn't include all the other casework and electrical equipment that I've included in this type of schedule. You can see the counts is the same, so it's called the classroom chat. 36 on them, the rectangular table, six instances. So it's counting correctly. It's just that you cannot include the additional categories. So this is something that we often have never seen used in practice. But I thought I would just go through the functionality anyway. 27. 5.1 - BONUS - Introduction to Dynamo: Hi there and welcome to this bonus section on using dimer forever and particularly for using it with schedules. I'll give a brief introduction to dynamo in this lecture, followed by a run-through of some pre-made scripts that may assist you with schedules your projects. This course is not a dynamo of Revit course. However, I'm adding this as a bonus section to increase your functionality and ability to use and manage schedules. So what is dynamo? Dynamo is a visual programming tool that integrates with the remnant to allow you to create, interrogate and manage geometry and data within an also outside the Revit environment. The process of creating an algorithm or script is relatively simple. Connect together a sequence of nodes that perform a particular functions in a given order. This gives you an output which can range from the management and review of data to creating geometry. This visual method of creating functions does not require the need for code. And so therefore, it's accessible to a large number of people that perhaps are not familiar with the process of coding. There are some very useful online resources that will help you develop your dynamo skills. First one is the dynamo primer. This is a website that you can access from the download website that takes you through the main concepts of Dynamo and increasing levels of complexity. As you work through the functionality. The dynamo dictionary, which lists out the dynamo functionality through a searchable database. And the dynamo forum. Where people discuss and ask and answer queries or problems that people are having with Dynamo. So these are three very good resources that can be accessed through the dynamo website and you should use them greatly and your learning of Dynamo. Please note that especially when first using Dynamo, you may not be aware of the functionality dynamo possesses. So your process of developing scripts may develop as you discover more functionality. However, what is key is that you plan and develop the script prior to starting to create it. So you have an idea of the tasks that dynamo nice to fill, fill. We'll go through an example now. So I've opened one of my models from one of the earlier lectures where we created our combined primates are for the room number. But as you can see, the level field is missing. I have the building number and the room number R, I'm missing the level of field. If I go to a ground floor plan and select one of the rooms, you can see that the root level does not exist. So we're going to use dynamo to automatically populate this level data into these rooms. So to access dynamo, you go to the Manage tab. And so that under visual programming, select dynamo. Once done I was opened. I will click on new notes that you have some reference such as the dynamo primer and the dynamic dictionary here, along with video tutorials and getting started with a wet, the Dharma form and websites available here as well. So I click New. And here we enter the dynamo workspace. We have the menus at the top, the toolbar, and then the library. So this is where all the nodes and libraries exist. You have the workspace in here. And then you have the execution bar down in the bottom left. So you can set this to either run a script automatically, which means every time you make a change or add a note or change a node, the script runs automatically. Now for larger scripts, this is sometimes dangerous because the script takes time to process. So I tend to automatically change this to manual so that i, in order to run the script, I have to press the Run button. These libraries here are the standard built-in dynamo ones, but you can add additional add-ons and external packages that other people have designed and created and you can install them onto your machines. These are often useful as they contain nodes that contain advanced functionality. Data does not exist in the standard built-in libraries. To access these packages, go into the package drop-down list on the menu. And you can click search for a package. And if you know the package that you wish to find, you can search for it, or you can sort by name, downloads, et cetera. So I'm just installed one package for this, these demonstrations. And it is. Clockwork package. I've tried to avoid using any external packages because in order to run some of the scripts, it will require you to have all of the same packages and versions downloaded onto your machine. So I just use the clockwork package for a number of nodes in the example scripts in a future lecture. And this, you may want to download this package as well. If I expand one of these libraries, I then have subtopics and then I have the nodes underneath. So here I can create the edits and then the query tools. So I have this folder different times. So this is under the list library. I won't go into much detail into all of these. But what you can do is you can right-click and you can then start searching for a particular node. So what I'm gonna do now is run through the creation of a script to get all of the level into the room. Information for the room level of parameter. So I'll just talk you through how I would do that. I don't expect you to know this all necessarily. Remember all following on exactly this just to give you an idea of how I go through creating a script, bearing in mind the I, previously aware of a lot of these nodes. So firstly, I'm going to select all the category. It's in, revenue. I can then use this node to select the rooms capsule green. Right-click again. I'm then going to select all elements of a category. So in order to connect to these two nodes together, I simply select the output of the node here and connect it to the input of the node, the left. And notice that all dynamo nodes have an input on the left and then an output on the right. It's fine. Just click Run. Now, you say it hasn't been completed. If I hover over the all elements of category node, you'll see that I have a list here of the 91 rooms that are available in my project. Now, lists are the main data structure of Dynamo. So it's useful to get a grips of how the, how these work and how they are sorted under the nesting of lists. But again, I won't go into that into too much detail. So what I need to do now is I need to get the level information from all of these rooms. So I can right-click and say get parameters by value for the elements in. So I'm getting the perimeter of these elements. So the parameter name, I can right-click type code block. So here I can just type in a piece of text. So this must be in inverted commas if it's just text. So level, we can input. So this is going to get the parameter value. So the value for all, for this parameter, for these elements. Click run again. And you can see it's got the zeros are ground floor, first of all and the second full. And there's four more here for the first floor. So this is in a text value for the level name. I don't want the time name in my room. I was only two digits out the stops. So I'm going to move this down here. And I'm going to use the string substring. So this retrieves a substring from the given string. So I'm going to put the level data into them. And then I'm going to right-click place another code block. I could right-click on place a number. A number here. So the starting index, I wanted to start at the beginning of the text. So that will be at index 0. And then I won't be number of characters to just be two characters. So I'm going to copy and paste these numbers and change that number to two. So the starting index will be 0 and the length will be two characters. Click run again. And you can see now I just have a string of just the level of CO2. So now that I've got this and remember that these are, there are 91 values here. So list item 0 aligns with the list item 0 here. So this room, because it's the first item in the list, is this first string here. So all I need to do now is push this information back into a parameter of these rooms. And I don't have to do anything with changing any of the order of the data. I can right-click and use the Note. Set primates it by name. So the element, I want it to be these elements rooms in the province name. I'll right-click a code block. On the parameter name will be level. You must spell the parameter names exactly as they are spelt in Revit, the wise dot o will not recognize them. Parameter name, and then the substring the value will just be this string here. So that is it for this script. So what I will do is move this string, this script screen to the right. And I will open up our room schedule. So you should see is when I click run the level, it will get pre-populated into this room number. So if I click Run, There you go. That's quite an instant procedure because this is a basic script, but as you can see, this is the ground floor, 0's first floor 01, and the second pole, 0 to 50 to the ground floor. I can select a room I exactly room level is currently filled in. So this is a useful tool if you wanted to reset the data at any point, because let's say I've copied this room from level one. So technically that data is level one, say for example, which is incorrect. If I just rerun the script and you can see how it changes and post the correct level. And so this is a good way of managing and ensuring that the data in your room schedule is correct. So this is just one example of how you can use dynamo to efficiently query and then input data into your animals. Something else to consider is that you can group and color-code these groups to make your scripts a bit more legible. So here I've updated the script to under user input. And I've grouped the functionality of each of the different tasks. So it's easy to break down. For another user unfilled cells as well. For all the scripts that we will be going through, I've also grouped them and color-coded them. So whereas greeting it requires a user inputs. Whereas blue there is a process reading an external file, such as an external Excel file. As a process writing to an external file, a node using an external package. And the version will be in brackets, for example, when we use some of the clockwork nodes. And additionally, when the script pushes the data into revenue, which is what this note on group on the end not doing. So hot that as explained a little bit about the functionality of Dynamo. Don't worry if you didn't understand it too much, but it's worth investing some time to get your head around the structure and functionality of Dynamo. So I hope you enjoy the next few lectures. I hope you find the scripts useful. Thank you. 28. 5.2 - BONUS - Importing Client Room Brief / Programme: For this video and this Dynamo script, we'll be looking at importing client room data into our model so that we can start populating our building using already predefined client information. Here I have a spreadsheet which has got a list of headers which match up with the Revit. Standard parameters. Have, I have added an extra parameter for the minimum area here. And my client has completed for me the room numbers, the names, the minute of area, departments, occupancies, and the finishes that will be and should be applied to these rooms. So now I can use this to import this data into Revit to stop placing the predefined rooms. I've opened the Dynamo script in pool room data, which is included in the downloadable content for this lecture. And I'll quickly run through the logic behind this script. So firstly, we select the Excel file, which is the client room data example, which is also available as a downloadable content. It is a spreadsheet we saw earlier. We then import the data from Excel using the data dot import Excel. Note. We remove the headings so that the headings do not get included as part of the room data we want to bring in. If I got it. So that's how PE we extract the room name and the room number. We have to extract and reformat the minimum area because the dynamo brings the minimum area in as a text file and then as a string. So I have to convert it to a number. I then need to remove the name and number from this list in order to reformat the list of parameters. Hey, I extract the remaining parameter names from Excel. And I create a multiple lists of a parameter names. After the name and number promises, an information has been extracted. I use the clockwork tool room and placed by name and number two, create an place rooms. And once these rooms have been created, I then assign the additional data to the in-place rooms. So if I go back to r7, I'm going to create a new room schedule. I'm going to add the number, name, the minimum area, the occupancy, and then the base finish, ceiling finish, floor finish. We'll finish. And you can see there are currently no rooms in this schedule or in this model. I think back into dynamo on my room data script. I've moved the window site of I to see you can still see the room schedule within Reddit. And then simply click on Run. And dynamo processes the script. And now you can see how the room scheduling has been completed with these and placed rooms. I can prove that they are placed by adding in the area field. So the room schedule, and you can see that these rooms are not placed. What I can then do is in my project. I've just modeled a box here with some moles. I can go to the octet rule function. And from the room, I can pick now the drop-down from all the rooms that have been inputted into the model. So I can just click on conference. I can then place this room. If I then select the room, you can see that it has the number, the name, the occupancy, that apartment, all the finishes, and also the minimum area. So that's what this is now important. All of my client's room data into here. So I can then compare the actual area to the minimum area using the calculated value functions seen in previous lectures. Back in the Dynamo scripts, you'll see that the elements set parameter by name node has been colored in yellow and there is a warning note. Above. All this means is that if I go back to my Excel spreadsheets that are under the occupancy parameter, a number of blank fields. So the rest of the data warning is just to say that there are some no values within the data inputs. So if I can click on the list, you can say, Hey, how this is null. And this is null for the first two rooms. Have the premises and been completed for the third room, which is this conference room here. So you don't have to worry too much about the warning in that Dynamo scripts. So that is the first script which you can use. Should you wish to import room data from a spreadsheet. And the spreadsheet is formatted exclusively for this Dynamo script. So you must stick to it or else you have to update the Dynamo script to add and format and extract the additional room information. But this should help you as a start to populate your project with predefined information for rooms. 29. 5.3 - BONUS - Exporting Schedules: In this second lecture, we're going to look at a Dynamo scripts that can export schedules from within Revit. Open the Dynamo scripts export schedules to CSV. You see we have a script here. You need to select the expo folder that you wish to exploit your schedules to. I'm going to just simply export to the desktop. The way the script works is that it selects all of the schedules within the model. We then have to remove revision schedules which appear on sheets by default because we don't want to exploit any of those. Then you can use this grouping here and this code block to type in, in inverted commas if there are any particular names of schedules that you wish to export. So this note here says string that contains. So this will filter and only include any schedules by the name contains what you type in here. So this is says room schedule in here. So if I go back into Revit, you should only explore these five schedules here that have the word Room schedule in the name. This note then filters the list of all of the schedules. And then I have to create a file name. So I've used a piece of code block here where I've got the string of the file path. And I combine that with two backslashes, plus the schedule value, which is the schedule name. And I'm going to put a dot csv because I want it to export as a CSV file. I then have the node schedule view Expo, with the inputs being the schedule views, the path being the path that I've defined. And the expo options, which are the schedule export options here, which you can amend to suit your needs. So if I then run this script, you see completes it very quickly. And click on the Next button, button down here, and you can see how it's exported. These schedules here, which are the five room schedules. And you can see on the desktop, I now have these five room schedule CSV files that I could then open in Excel. Know that this Dynamo scripts only uses the standard built-in nodes from the dynamo library. There are additional add-ons and packages that have additional features that when working with schedules and exporting, which I encourage you to look at. However, I won't be going through any hear those. There are numerous packages available and the functionality changes as these external packages get updated over time. And also the dynamo versions get updated with increased functionality. 30. 5.4 - BONUS - Find Schedules That Are Not On Sheets: This final lecture in this bonus section on dunno and schedules will focus on figuring out which schedules in your project are not currently on sheets. And sometimes in projects you're inundated with the number of schedules people create work in progress schedules and other additional schedules up. You may not necessarily know whether they own sheets. As the prophecies of schedules are not allowed to see natively inside Revit, whether they are on sheets. So if you open the Dynamo scripts schedules not on sheets, you can see that you can set a file path to explore a schedule which contains all the sheets that all the schedules that are not on sheets in your model. The way the script works is that we get all the sheets and the model. We use the clockwork node sheet dot schedules too. Get a list of the schedules that are on all of the sheets. We then create a unique list of the schedules. That's our own sheets because a schedule can be placed on multiple sheets. And we also get a list of the older schedules. As in the previous script, we have to remove revision schedules as they exist within the title block. And then we effectively compare the two schedules, the two lists that we have created, the list of the schedules that are on the sheets, and the list of the schedules in the model to see whether they are the same. And for any of that are in one list, but not in the other, we have a output list. So if I just run this Dynamo scripts, you see how it quickly opens up the schedule and Sheets. Excel. And these are the schedules, the unknown. So on sheets within the revenue model. Going back into the Dynamo script, we can see what happened. So hey, we have a list of the schedules on the sheets. So there are 16 schedules on sheets, including revision schedules. So we need to filter them out. So now here is where we have two lists of the revision schedules. And then a list of the schedules are on sheets, on the list of all the sheets in the entire model. And here we effectively deconstruct the list to establish which schedules are in neither of those two lists. So that works through that. And then we end up with a list of schedules that are not on sheets. And this can then be exploits it and we get the schedule that was presented previously. So this is quite useful if you want to remove the number of schedules in your project because schedules can take up a lot of space and processing power and increase the opening time or Revit models. So it's always useful to be able to keep the number of schedules down to a minimum. So that's the final lecture in this bonus section. I hope you find these useful and you can come up with your own uses for using Dynamo. We schedules. Thanks very much. 31. 6.1 - Watch Points: Hopefully, these lectures provided some insights into the creation, management on graphical representation of rabbit schedules. They can be very powerful when used correctly for both graphical output and also data management. However, they rely heavily on a high quality Revit model. In this model here, I've introduced a few errors and bad practices into the model to demonstrate how this can affect schedules on why you need to be extra careful with regards to quality of your modelling. The first thing I would say is to always check the schedules naturally before you issue them. So if I go to my room schedule here and I scroll down, I can see that I have a redundant room hand that does not have an area or an area difference calculation. So I can, another's is on the ground flow. So I can select this row in the schedule, go back to my ground floor. And you can see down here, this room looks like it's expanded into both of these areas here. Looking around, I can see that this wall extents has been moved upwards away from the external codes and wool. Unlike this will hay which is stretch the extents. So what I simply do is select the wall, click on the dark point, drag it down, see the end to meet the code symbol. And if I hover over the tank, the room tank and tap, I can set the room and you can see how it's clearly enclosed into the correct space. I go back to my room schedule and you can see how the area has now been completed. The second important thing to check would be the Revit warnings. So for example, I can go to Manage tab and select on the review warnings tool here. Now you can see I have a few errors. Here. I've got some identical instances in the same place and some highlighted flows that overlap. If I click on the little plus, you can see I've got quite a lot of overlapping elements. So what I can do, Hey, it looks like I've got a chat. This MHC, Brooklyn. So what I can do is I can take a note of the element ID, so 36, 5924. Then I can go into the manage tab, and then I can select by ID. And I can type in 36 5924, which was the element ID of the warning element. Click OK. And you can see that it is a chair on the ground floor. And I can identify because it is highlighted down here and it looks like this is duplicated here. However, because this chair is in a group, it looks like this group is duplicated as well. Because when I select it on like this group down here, which goes solid blue. To show it selected, I select the group here, and it's not solid blue, which indicates there is another unselected group on top of it. I can prove that by just moving the group. And yes, it looks like I have a duplicate group. So if I delete that and go back to my Manage review ones, you see on a half fewer warnings and there's another one here. Yes. So this is a 36, 5924365924. And I still have an overlapping group here. Delete that. And then again, go to Review warnings. And those warnings have all been updated. So what this will do is if you have multiple elements, duplicate them on top of each other. You may, for example, if I were to do the same in this room, so I'm just going to copy and paste this group on top of each other. So I get the identical instances in the same place and warning. If I were then to go to all instruction room layout, which is this room here. If you remember from a previous lecture, you can see the oncotype counts of 42 and classroom chance. However, because I've got duplicate groups here, z naught and watch the classroom chair. And rectangular table quantity in CSS 7, where there are clearly six here. And I delete. You see how the classroom chat on the rectangular table numbers decrease. So again, checking for the warnings and overlapping elements can help you fix the schedules that would report incorrect values. Additionally, fica back to the warnings. There are highlighted flows overlapping. So this standard flow of annul here, so 36, 34, 000. Go to select by ID. And I can type in 36, 1, 3, 4, 0. So you can see there is a warning related to the element and it's on the ground floor. Zoom out. So we can't see here. So what we can do is use the selection box tool. So it'll creates a 3D view and I can see that there are two overlapping flows here. I'll just expand the section box to see whereabouts. This might be an all building. Looks like hits the top here. My guess my ground floor looks like kids. Yes, this flow here. So if I were to delete this flow, I still have the same flow underneath. Now this will affect the phi, just undo that. This will affect the flow material takeoff. So if we look at the delete a 3D view, go to ground flow, go to View, tile views, and check the area column here. And then I select this standard vinyl floor. So we want to look at the vinyl floor tiles and I delete. You'll see how this number has reduced from 199 to 176. So again, checking that the model is free of warnings and overlapping elements is very important. Additionally, it's not just the warnings that you need to check. For example, now, if I go to my warnings, I only have willing to do with stairs, which I'm not too fussed about. However, if I go to say, a 3D view of the South when you see how it looks like these walls actually model too low. In plan. To go back to my floor plan. Everything looks everything looks normal, and this is acceptable for a plan. However, the heights of these walls I'll select on is only 1.5 meters or 1500 millimeters tall. So therefore, if I were to have a wolf schedule or a wall material schedule, this schedule would not report the y would call the correct design value because the model does not reflect the correct extents of the model geometry in order to calculate the correct areas. The same can be said for modelling floors as well. So here, for example, I have two floors that are not overlapping. They're clearly in the incorrect extents. Possibly this ball originally may be moved and the electrical room was made larger, have the floor was not updated to sued. So again, this would cause errors in the material calculation takeoff. So to fix the outcomes, have to edit the boundary. And I can click to drag to line the boundary to the side of the wall. And then I will do the same for the other wall. And that would fix my error there. So you can see how there are combination of ways of checking the model and also visual checking combined with automated checking using the review tool. Review warnings tool is a way to check the quality of your model. In practice, we would very rarely produce initially schedules for areas of key building elements, such as walls, floors, ceilings, and materials, for example. Because we cannot always guarantee the accuracy of the model to provide reliable data. Especially on large projects with tight deadlines and multiple users. In the Revit models. On smaller projects such as my own house, I was able to calculate the cost of the area of tiling needed for my bathroom refurbishment. However, is that with a small self-contained project where I was effectively both the design and the client, the incorrect data and wouldn't have affected myself and not a professional client. Additionally, I had complete control of the model and data, so could guarantee a more accurate takeoff. So that completes the lecture on watch points. So it's very important to realize that the schedules, whilst they have excellent functionality, must rely on a high-quality and checked model before issuing any information. 32. 6.2 - Updates To Schedules in Revit 2022: Revit 2020 to features a great number of major new updates across many aspects of the platform. In this lecture, we'll look at the main updates that relate to schedules. Note that in this video, I am using Revit LT 2022, but all of these features are available in the full version of Revit 2020 to the first changes that we will look at Our to the schedule properties. I've opened the door schedule where you can see I have added some additional columns. If I go to the Fields Settings, I can now search for particular parameter names within the available fields, such as keynote or cost. And then I can easily add them to the schedule fields. This is particularly helpful when there are tens, if not hundreds, of parameters that you potentially have to scroll through, as you would have done in previous versions of Reddit. It's also possible to filter the available fields by clicking on this little drop-down arrow. The parameters can be filtered by the type built-in project parameters, shed, family premises, or shared project parameters. So if I wanted to filter by just the built-in parameters, I'm left with the results there, or by project premises. So I can choose the units. So if I wanted to find all of the parameters that had a length value, I could select length. And hey, I can see the parameters that have a length value that could be used for conditional formatting or calculated values. I can also filter by the discipline. And this is particularly useful. Be able to filter between type and instance parameters. So those are the updates to the Fields tab. In the filter. Tab. Private now allows the ability to filter the element list in our schedule by the family name and type name. I'm going to go back to the fields. I'm going to select the family parameter or field. I'm going to add it to the schedule. Go to Filter. I'm going to remove this filter for the levels because this door schedule is going to change to a complete door schedule, not just one for the ground floor. If I select on the filter by a drop-down, I can select the family field. And I can then set whether the family equals a particular family or additional number of options. I want my schedule to just include stands, doors and not curtain wall doors. So I can see that the curtain wall doors all have the word or words curtain wall in the family name. So I can say filter by the family does not contain. And then I can type in curtain or I will click okay. And if I zoom out the schedule a little bit, the family has now been added to the schedule and the end. And I can see that there are no curtain wall. Those inside this schedule. I will go to the formatting and hide the family column. Like so. So this is particularly useful and it requires the families to be named consistently. But it can avoid the need to add another parameter or parameter value in which to schedule by. Because my curtain wall doors will be on a glazed screen schedule, I can effectively duplicate this schedule and invert this filter so that it picks up only curtain wall. Those. If I go back to the formatting, there are some new settings available here called the multiple values indication. Let's go and look at this in a different schedule. I'm going to go to the room, finishes schedule. I want to change this schedule to group by department. So how will go to Fields? I will add the department field, changing the order to move department to after name. And I will change the sorting and grouping two so by departments. And I would untick itemize every instance. So it groups every room in the same department into one line. I'll click. Okay. Notice now in some of these condensed rows, the word varies, appears. This is a new feature indicating that the value for the elements contained within the one row is not consistent. In previous versions or rabbit, those particular cells were empty. The display settings for the varies property can be adjusted globally, 50 to manage. And additional settings. I can select the multiple values indication to. And I can set the values globally to be displayed as varies. Or I can display custom text, for example, multiple. And if I click Okay, I can see how the various has changed to multiple. And this will occur across the entire project. I'll go back to the multiple values indication and reset to display as varies. If I go to the formatting settings for the schedule, I have the same available properties here. I can use the project settings, which are those defined under the manage tab. I can permanently display as varies. Or I can display custom text, which will display custom text for this schedule only. Allows for the multiple values indication to be overridden for each individual. Schedule. The next new feature that we will look at is the ability to split a single schedule across multiple sheets. Having gone back to the door shadow, which I will now right-click and rename to remove the ground floor because this now is a schedule or schedule for the entire project. Clearly, this schedule will not fit on one sheet. And if I go down to the door shadow sheet, I have here, the schedule spills off the page. In previous versions of Reddit, I would have had to make different schedules and filtering each schedule by suitable parameter. For example, the level 0, the number 0, MOC. Read it. 2022, allows for the same schedule to the splits across different sheets. So I'll select this schedule on the sheet and I will right-click and delete it off this sheet. I'm going to create a new sheet. That's a three. I'll give it a number eight. Sheet two. And I will rename sheet to sheet one. I'll now go back into the door schedule. And in the ribbon, I will select this split and place tool. And this opens up a dialogue box where I can select the sheets that I wish this scheduled to be splits across. I will select a 78. I can choose to split evenly across the sheets. Or I can specify a custom height in millimeters. I will split them evenly. I'll then select splits and place. It then navigates to the first sheet. And I can move my mouse to I would like to position the schedule and I can place it on the sheet. And if I now go to door Sheet, schedule 2, I now have the remainder of the schedule on this sheet. If I close the windows and I tile the views, I have a cheat sheet, two on the left and one on the right. If I select the schedule on Sheet1 and I move the schedule extents up bottom, I can see how the data is added to the schedule on sheet 2. Just to demonstrate that this is in fact the same schedule. Like so. If I go to the Project Browser, I can also now see that the door schedule has a plus button. Then I can expand and I can see the two separate schedules visible here. So this feature will greatly reduce the number of schedules and the time taken to manage schedules within Revit Projects. If I wanted to export the door shadow to Excel, I can either use the dot TXT method that we looked at in an earlier lecture, or I can use the Dynamo script available as part of this course and demonstrates it in a previous lecture. However, now, with Revit 2022, if I go to Export and I scroll down to reports, and I select shed you. When the dialog box appears, allowing me to specify the location. Note that I can now save the schedule as a dot CSV file. Whereas in previous versions of Revit, I could only export to a dot TXT file. So this will allow me to quickly export to a CSV file for opening within Microsoft Excel or the appropriate platforms. Multi-category schedules. In previous versions of Revit could only contain the loadable categories within a project and would exclude system categories such as walls, floors, ceilings, Et cetera. How about now? The multi-category schedule can contain system families such as wolves, flows, stairs, et cetera. I will create a new multi-category schedule. Like so. I will add the category field, the family, the type, and then the count. I will solve it by category, then by family, then by type, and uncheck, itemize every instance. And I can see here that I have elements such as ceilings, floors and slab edges, railings and roofs, and walls. So these are improvements to the multi-category schedule available in 2022. The last major feature that I would like to demonstrate is the ability to add shared parameters to teach schedules. If I go to the room, finishes style showed you previously, I could only add project premises to key schedules, meaning that the information could not be tagged in views or scheduled across multiple models. For the room finishes style schedule that I am applying to my rooms. I want to add a new parameter to define the code for each of these finishes styles that I could then tag on my drawings. I'll go to the Fields tab and I will creates a new parameter. This can also be done through the project parameters tool in the manage tab. But notice now I can select a shared parameter. I'll click Select. And in the drop-down group, drop-down list of groups, I will set rooms and I have added a new room style code. Here. I'll click, Okay. I'll group the parameter under Identity Data. Click Okay. And I can now add in some values RFS1, like so. R is five. If I now open the floor plan for the ground floor, that is on sheet A1. If I scroll down to a room and select the room, I can see I now have the room style code as a parameter with the appropriate value grayed out. I have also updated the room tank to include a type that includes the room finishes style code from the room. So I can now update this drawing and these tags to show this information. So this is a particularly beneficial tool and new feature when using key schedules. So that completes the lecture on the major new updates to schedules and their functionality. With Revit 2022. 33. 7.1 - Summary & Thank You: That's completes the course. Revit schedules a Complete Guide plus dynamo for Autodesk Revit 2021. Summary of what we've learned. We've created basic and more complex rabbit schedules. We've looked at how to format and change the appearance to improve the outputs of schedules. We've used formula and calculated values to analyze the data with additional formatting to highlight noncompliance is we've reviewed multiple types of schedules and some of the features of those particular schedules. And we've looked at the use of dynamo for importing data, managing and exporting schedules. And we've also looked at the updated functionality for Revit 2022. Thank you very much and I hope you enjoy the course.