Schedules

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see Filtering and also RevitCat's Filtering Global Parameter Associations blog post

see Revisions for Revision Schedules (in Titleblocks); Revision Schedules

see also Copy Schedules

4 Easy Ways to Link Revit to Excel

NOTE: Annotation Symbol Schedules are called "Note Blocks".

NOTE: If a Field includes a CR (Carriage Return/line break), only the first line will be visible in the schedule view, but all lines will show up when the schedule is placed on a Sheet.

TIP: Create a schedule with ALL the Fields if you're not familiar with a category, what data is in each field, or if there are similarly-named fields - "Level" is useless for Structural Framing schedules, for example ("Reference Level" is used instead, but not sure why there's both). After creating the schedule, and determining which fields you need, you can right-click empty/unneeded columns and "Delete Columns" (or "Hide Columns" if you'll need it for sorting or calculations) instead of having to go back to the dialog to remove them.

NOTE: "Calculated Parameters" can't be used by a "Combine Parameters" Field. WORKAROUND: Create a parameter in the family to do the needed calculations.

TIP: If you need to manually position Annotation Symbols, etc. on a Sheet with a Schedule, Group them together so the smaller symbols won't get lost or misaligned if the schedule is moved without noticing them (good for ties in a GB schedule, but will still need fixing if the rows change).

  • see 15 Advanced Tricks to Master Revit Schedules [Revit Pure, 2021-03-14] based on Revit Pure Live #004
    • Tip 10 (Invert rows and columns): The added (and manually filled-in) "Scheduled_Level" parameter shouldn't be needed - or could at least fill it in with a formula? Or maybe it's needed for the category she shows as an example?
    • Tip 11 (Fix the rounding issue on the footer total): You can use round() in a Calculated Value Area parameter (so don't need the "extra" hidden Calculated Value Integer). Use Formula = round(Area / 1 SF) * 1 SF [added comment on 2021-03-21 3:11pm (HST)]
      • TODO: Add-in to check schedules / warn user
    • TODO: Color "hidden" columns in our standard schedules (in project template); come up with a standard color scheme
    • TODO: heading group tip to enable line wraps (in Kal's comment)
    • TODO: See Revit Schedule Series (Blog series by CADD Microsystem's Purvi Irwin 2019-02-07 thru 08-14)

TIP: can add Project Information to added header cells

TODO: submit [1] to support

Copying Between Projects

Since there's no Schedules option in Transfer Project Standards, use:

  • (for *.rvt only) in the destination model, Insert > [Import] > Insert from File > Insert Views from File (and check the desired Schedules)
  • OR
  • (for any, including *.rte):
    1. open the source model
    2. select the desired Schedules
    3. right-click > Copy to Clipboard (or Modify > [Clipboard] > Copy to Clipboard)
    4. open the destination model
    5. Modify > [Clipboard] > Paste > Paste from Clipboard (since there's no Schedule right-click option to Paste)

Formatting Tips

To make the Title different than the Schedule's View Name:

Click in the Title, then click Clear Cell (Modify Schedule/Quantities > Titles & Headers). You can then type in any text without affecting the View Name. This is similar to what happens automatically when you edit Headers.

Group Headers:

Select multiple Headers, then right-click > Group Headers. An extra header line will appear above and spanning over the selected headers. [TODO: show example]

Gray separator columns:

  1. Create a "Calculated Value..." Text Field with formula set to " " (a space in quotes); Names must be unique (use "-", or ".", "--", "---", etc.)
  2. For Formatting, blank out the Heading, set Conditional Formatting to the Field <Not Equal To> "." (a period): RGB 192

Sort by Reference Level Elevation, but show Reference Level (name) also:

  1. Create a "Calculated Value..." Text Field with formula to combine both fields, similar to follows (must hardcode level elevations and names; manually update if changes occur):
  2. if(Reference Level Elevation = 0 mm, "0 - First Floor", if(Reference Level Elevation = 4900 mm, "4900 - Second Floor", if(Reference Level Elevation = 9800 mm, "9800 - Third Floor", if(Reference Level Elevation = 14700 mm, "14700 - Fourth Floor", if(Reference Level Elevation = 19600 mm, "19600 - Roof", if(Reference Level Elevation = 22900 mm, "22900 - Stair 1 - Roof", "?"))))))
  3. related Ideas: concatenate formula for Calculated Value (Allow text in formulas), Sort/Group by a Combined Parameter (R2017+) or choose a different Field to use as a Header

In Wide Schedules (with many columns), Create Copies of the identification columns (Name, Mark, etc.)

Use Calculated Values to create a copy of the Mark, etc. in the middle and/or right side of a very wide schedule so that you can still identify the row when you scroll left-right(or even just to aid with positive identification when it still fits on the screen, in lieu of striped rows), as a WORKAROUND for Schedules - Freeze Pane like in Excel. Hide the copies (check "Hidden field" on the Formatting tab), when required (if placing on a Sheet).

Adjusting Schedule row spacing (R2014+)

IMPORTANT: While it SEEMS like this doesn't work for Revision Schedules, as there are no body lines (when selecting the whole column), and the on-screen display in the Family Editor doesn't seem to change, the row-height change WILL be seen when the family is loaded into the project.

While we still need to use the WORKAROUND of tweaking a text height to indirectly adjust the row spacing, we can keep a standard 1/8” text size (as long as the desired row spacing is larger):

  1. use the MeasSchedRowHt - Measure Schedule Row Height to get Text Height for Spacer Column add-in to get a starting value
  2. create a “blank” calculated value (text) column
  3. delete the name from the header (especially if headers will remain shown)
  4. click on the letter at the top of the column to select it, then click “Font” in the Ribbon (R2014+)
  5. increase the size to increase the row spacing (use the value given by the add-in to start - with "Arial" font; trial-and-error may still be necessary)
  6. (optional, if needed) deselect the column, and click back in the header and click “Font” to set the size back to the original (for the header only)
  7. if grid lines are being shown, reduce the width of the “blank” column to the minimum (in the Sheet view)

Dots (or other symbols) instead of Yes/No

Yes/No parameters are shown as checkboxes in the schedule (editing) view, but as "Yes" or "No" text in the Sheet view. Also, disabled parameters are not shown on the Sheet view [TODO: verify]. You can display any icons for yes/no values by using a Calculated Value (and hiding the original parameter) - as long as they are characters in a font (REMINDER: you can change the font and size of a column of values independently of its header and other columns). Examples: ●/blank [copy-paste the dot, or Alt+0149], ●/○ [slightly larger? "Black Circle"/"White Circle"], ■/□ ["Black Square"/"White Square" (probably wouldn't look good in a table)], ü/û [from Wingdings, which also has a larger black dot: l], etc.. See Revit Pure's 7 STEPS TO CREATE A YES/NO ● DOT SCHEDULE IN REVIT [2020-07-27] for detailed instructions.

Misc/To Sort

  • 2021-03-10_Revit Pure_Schedules with Purvi Irwin
    • started 20 minutes in?
    • add rows & columns to header to make a "dumb" schedule
      • (use a category that you aren't using, add one field - that doesn't have data)
      • TODO: IDEA: would be nice if you could use bullets/numbering in the header (for notes) and/or add a footer
    • can't use "Count" in Formula - so made her own (selected everything and put a "1" in it) - why need?
    • round to an integer (using one calculated value that divides by a unit), then multiply by a unit (in another c.v.) SO THAT THE TOTAL SHOWN MATCHES THE TOTAL OF THE VALUES SHOWN
    • Instance Images: linked in project
      • Type Images: imported in family?
      • can use in combined (w/ text for rebar)?

Conditional Formatting

On the "Formatting" tab, select the desired Field and click "Conditional Format...". Each Field must be formatted separately (you can't just select multiple), which makes it tedious to setup or update [TODO: WISH]. There's very minimal control - you can only adjust Background Color with very basic formulas.

Edit a Condition

It's not immediately obvious, but selecting the Field a condition is based on will show the Test and Value (which can then be edited).

Common Uses

  • In a Sheet List (individual and/or summary by revision, see #3910 CHS), highlight yellow Sheets in the latest revision
  • In a Levels Schedule, shade gray Levels in Links OR shade pale red (should be pale blue now) NPLT Levels (see #3910 CHS) - it must be one or the other (can't do both) [TODO: WISH].

Using Schedules to purge Views and Sheets

This is only needed for older Revit versions (such as 2013). Otherwise, use Project Cleaner from CTC instead. Either way, use Manage > [Settings] > Purge Unused multiple times afterwards.

  1. Create a new View List or Sheet List
  2. Fields: add a field (almost any will do; the first one is fine)
  3. Sorting/Grouping: uncheck "Itemize every instance" (this will group all Sheets or Views into one row, when sorting by "(none)", otherwise it would be one row per value in the field being sorted by)
  4. In the schedule, select the row and delete it (you will get a dialog asking if you really want to delete ### views)

NOTE: You will have to manually delete any Sheets with "Appears In Sheet List" unchecked (which is one reason why I prefer not to use it - if possible, use Filters instead; see also Appear in Sheet List (OFF by default) ).

TIP: To purge the Legends and Schedules (and remaining Sheets), click the first and shift-click the last, then press delete.

Filter schedule by elements visible on same sheet [R2023+]

TIP: Temporary Hide/Isolate commands also influence the filter! So you could use that to effectively schedule a selection (using a working view & sheet, if needed).

has a "Filter by sheet" checkbox on the "Filter" tab:

  • Schedule/Quantities ["standard" schedules]
  • Material Takeoff
  • Note Block
  • View List

not:

  • Graphical Column Schedule [no schedule properties dialog (has v/g properties - view filters were not affected by this idea), but it probably wouldn't be practical except for very small plans/projects anyway]
  • Sheet List [it's disabled, which makes sense - that's what Titleblocks are for]
  • Revision Schedules - no "Filter" tab, but already has this behavior
  • View Filters

Schedulable Categories

[TODO]...

NOTE: You cannot schedule Rectangular Straight Wall Opening.

Multi-Category Schedules

Cannot contain System Families (see IMAGINiT Whitepaper: How (and Why) to Use Multi-Category Schedules.pdf and Categories Allowing Shared Parameters). [TODO: Wish - to use for a combo Foundation schedule, etc.]

You often need to create a new parameter common to what you want to see (such as a single-purpose Yes/No parameter "show in this schedule") unless an existing parameter can be use to reduce the elements down to those desired (see Revit 2016 - Multi-Category Schedules).

See wish below for significant limitations and a WORKAROUND for limited situations.

Embedded Schedules

Create an Embedded Schedule [Help 2019]:
"When creating a schedule for rooms, spaces, duct systems, piping systems, or electrical circuits, you can create an embedded schedule to show information about components that are members of these systems."
TROUBLESHOOTING: If the "Embedded Schedule" tab is not visible in the Schedule Properties dialog for schedules of the five categories above, make sure the "Systems" ribbon tab is visible (at least ONE of the "Systems tab" options is checked in Options > User Interface (recommend keeping everything checked - see also Revit.ini), see also Revit Schedules - Embedded Schedule Tab Missing! (IMAGINiT Building Solutions Blog: 2015-12-14).
Possible Embedded Schedule Categories[2]
Category
Air Terminals
Cable Tray Fittings
Casework
Columns
Communication Devices
Conduit Fittings
Curtain Panels
Data Devices
Detail Items
Doors
Duct Accessories
Duct Fittings
Electrical Equipment
Electrical Fixtures
Entourage
Fire Alarm Devices
Furniture
Furniture Systems
Generic Models
Lighting Devices
Lighting Fixtures
Mass
Mechanical Equipment
Nurse Call Devices
Parking
Pipe Accessories
Pipe Fittings
Planting
Plumbing Fixtures
Railings
Security Devices
Site
Specialty Equipment
Sprinklers
Structural Columns
Structural Connections
Structural Foundations
Structural Framing
Structural Rebar Couplers
Structural Stiffeners
Supports
Telephone Devices
Windows

Calculating Field Total, Minimum, or Maximum

On the Formatting tab, select the desired Field (Length, etc.) and select from the pull-down: "No calculation", "Calculate minimum", "Calculate maximum", or "Calculate minimum and maximum". This is different than calculating total quantities in the Sorting tab.

NOTE: The calculated values will replace the original values in each row.

Calculated Values and Combined Parameters

You can't use a Calculated Value in a Combined Parameter.

If you're using a constant in a text calculated value, it needs to be enclosed in quotes. Use \" to include a quote in the string (i.e. "(2) #4x     AT 12\"" results in this being displayed: (2) #4x     AT 12").

Manual Schedules (i.e. Tables)

"We use a workaround for creating 'manual schedules' in which we schedule elements with an impossible filter (for example: Mark is >1 AND Mark is < 1). This way we get an empty schedule, and then we add rows by adding rows to the header." -Pieter Schiettecatte 4/23/19

Bugs

  • Case Number 15661648 submitted 2019-08-14 5:42pm (CST): in schedules (not itemizing all), Family is blank when there's more than one type (but only one row) - If you create a Structural Framing schedule, sort by Family, then Type, and uncheck "Itemize every instance", it displays as expected. However, if you only sort by Family, the rows that represent more than one type DON'T display the value for Family (but should). This also seems to occur for other ways of sorting that result in ONE row for the family (but does NOT affect rows that only have one Type). Tested in Revit 2018 and 2020. Screencast: https://autode.sk/2N47jH9 WORKAROUND: check "Include elements in links", then filter out linked elements: add "RVT Link: File Name" or "RVT Link: Name" Field, Filter by "RVT Link: ..." <does not contain> (leave value blank), and on Formatting, check "Hidden field" for the "RVT Link: ..." field. 2019-09-09 FORWARDED TO DEV TEAM. ARTICLE: Schedules in Revit (not itemizing all), Family is blank when there's more than one type (but only one row) Incident ID: 152267
  • Case Number: 16122988 submitted 2020-01-06 2:28 PM (CST): basic properties of Levels are unusable by conditional statements in a Schedule's Calculated Value
    • Most basic properties of Levels are unusable by conditional statements in a Schedule's Calculated Value. Shared Parameters added to Links are "schedulable", but don't actually show any values. Null values can't be dealt with (probably a wishlist item [TODO: link]). Can't test for specific values of Name or RVT Link: Name (I'm sure testing for PART of a value is already a wishlist item) - but if you can't use it in a formula, what's the point of a Calculated Value?
    • I hit these limitations while trying to use a Calculated Value to adjust the Elevation values for Levels in a Link (Revit 2019) while leaving the Elevations for the host file alone (so that they could be sorted together).
    • In case the above isn't clear, I created a rather lengthy Screencast (10.5 minutes) showing some of the things that I tried, so please indicate whether you viewed it in your response: https://autode.sk/2N1JEX1
    • Customer.Care.support@autodesk.com
    • some parameters appear blank (when they should have data)...
    • TODO: add workaround to standard schedule (from #5186 Moore Res.):
    • Elevation + if(and(Elevation < 100', or(not(Elevation = 0'), and(Elevation = 0', Building Story))), 587' 6", 0')
  • Case Number: 20300750 submitted 2023-03-28 4:32 PM (HST): BUG: sorting a View List by View Template sorts by VT IDs instead of VT Names
    • Q:\Kai_CAD_Archive\_Revit Support\R2020 View Templates not sorting alphabetically in Schedule\
    • see the example project and screen recording, but can also see the behavior with a new project - just create a new View Template named "AAA" (or anything that should sort before the others), then assign VTs to views and create a View List sorted by View Template
    • sorting a View List by View Template will group Views (that have the same View Template) together, but the order that the View Template names are sorted in don't appear to have a logical order...
    • 2023-04-04 response: Our development team was able to reproduce and confirm that values of View Template are saved as element ids in the schedule, so it's sorted by element id. I have created a development ticket so that the team can improve this behavior to sort the View Templates by name which is the expected behavior. The development ticket id is REVIT-205366 as a reference.

Ideas

See also Revision Schedules#Ideas since Autodesk won't implement an idea for "all schedules" [IN PROG: moving ideas to that page]

Formatting

WHAT can be scheduled

WHAT is shown and HOW (Filters, Sorting, Calculations)

Editing

Other

TODOs

  • better Schedule formatting - line-spacing control, more options for Conditional Formatting of Schedules (multiple outputs like filters, etc.) - format a whole row w/ different color backgrounds based on the link names, gray background for every other row, etc.
  • "No wrap" option for Schedule Field Formatting WISH: Option in Schedule > Formatting to have a Field be truncated (similar to how Excel shows cell contents when there's data in the adjacent cell, i.e. how the Schedule view shows it). It could either be specified graphically (with a "[ ] no wrap" option), or by enabling the "Field Format..." button for Text-based fields ("RVT Link: File Name", etc.) that gives an option for number of characters to display (maybe even with some positional control: first 3, last 5, 3-6, etc.). Usage: I'd like to show part of the "RVT Link: File Name" (enough to determine which link it is) but not the whole name. WORKAROUND: rename all the "RVT Link: Name" parameters. But I can imagine there could be other situations where you might want to only see enough of a field to uniquely identify the contents (as can be done with the Schedule when not on a Sheet). This would be unnecessary with some Text-handling ability in calculation fields.
  • [quote Pieter Schiettecatte]In addition, it would also help if you could multiselect multiple views by CTRL clicking the tabs and have their properties show up in the properties palette. It would help with changing view properties on multiple views[/quote] That WOULD be awesome, but don't hold your breath - you can't even do that with rows in a Schedule... [TODO: make idea]
  • see #Multi-Category Schedules above
  • be able to lock schedule columns (or have separate schedule & sheet views, like another idea) while editing (pulling down for a value) I often accidentally move the column width line (which is annoying after I've setup the schedule on the sheet) * would be nice to be able to lock display (while editing data) * other idea: nice to have separate views, since columns are unnecessarily wide in schedule view (if adjusted to fit on sheet) * get rid of annoying "This change will be applied to all elements of type _." dialog (we don't get asked every time we edit properties in the Type Properties dialog... duh). I'm tempted to use instance properties instead (which don't give a warning, even when there are multiple element per row ("Itemize..." unchecked), but if we DO change the type, we'd also have to manually edit all the properties to match the new type... hassle now, or hassle later...

WISH: be able to align "Count" Subtotals and Total with the "Count" column

WISH: be able to multiple-select rows in a Schedule and have the Properties panel show the elements' properties (just like when they're selected in regular views). This would be helpful when editing "Drawn By", etc. on Sheets (without having to create a "throwaway" schedule that groups those Sheets) and especially for cases where the Property isn't Schedulable. It would also be helpful in a Note Block of Key Plan annotations, to turn on & off parameters.

Example: SOIL CEMENT COLUMNS schedule on S-101? #3533.10 (P807):

WISH: add a space and/or line before Schedule "Grand totals"

maybe by adding a "Blank row after data" option similar to "Blank row before data" on the Appearance tab

BTW, why is it called "Grand totals" when there's only one? and why are there options with "totals" in the pulldown when there isn't one? The only purpose I can see (for "Totals only") is if the schedule has an outline and you want a blank line at the bottom.

WISH: add a "Title and count" option to Schedule Footers

and/or

WISH: add custom prefix and suffix options to the Schedule Footer

Title Prefix, Title Suffix, Count Suffix (and/or full custom)

WISH: style option for Schedule "Horizontal header lines"

There are currently Line Style options for "Grid lines" and "Outline", but there should be a way (aside from text styles and "Blank row before data") to separate title and headers from the data. I think the vertical lines should be the same as "Grid lines" because it would look funny if the lines change thickness (although it should be ok if there is separation - when "Blank row before data" is checked and "Grid in headers/footers/spacers" is unchecked)

Cost Estimating Directly in Revit

This was one of the first "big" process-altering changes I was excited about in Revit. When we were first demo'd Revit and the live-scheduling capabilities, my first thought was "Wow. Now the Engineer can see a running total and see how changes to the design affect the cost!" (similar to how TurboTax, etc. shows a total that changes). Of course, the reality is much more complex, and while getting material quantities (and cost) has it's own issues (since Revit doesn't calculate openings/joins/overlaps properly), the real issue is getting accurate "installed cost" (especially installation time, but also labor rate and material cost) - bonus would be a "lifetime maintenance cost". One day, maybe we'll have standard costs similar to the auto industry? Until then, good luck getting a cost-estimating company to share that data with you...

TODO: See if Cost Estimating Directly in Revit has any usable data (or if it's just instructions on setting up the schedules with Shared Parameters).

Standard KAI Schedules

See also Live_Detail_Annotation#QC_Sheet

Structural Analysis-Default KAI.rte (R2015; .0359.; 2017-09-28)[4]

R2016: .0072. (2017-09-28); added 3 SD schedules ("CONCRETE COLUMNS", "SPREAD FOOTINGS", "WALL FOOTINGS"): .0081. 2017-10-24

Usage of "Adjusted Elevation" in Levels Schedule

TODO: Give example usage.

A sample formula is included (below) to adjust the elevation values of a link. Because calculated parameters have limited conditional functionality (support request was unhelpful[5]), a workaround is needed:

Adjusted Elevation (sample, see wiki) = Elevation + if(and(Elevation < 100', or(not(Elevation = 0'), and(Elevation = 0', Building Story))), 587' 6", 0')
  • The formula assumes that all of the link's Levels are below 100', and all of the main/host model's non-zero Levels are at or above 100'. Adjust the 100' value accordingly (if needed). If the Levels overlap (i.e. the building is close to sea level), a different workaround must be found.
  • Change 587' 6" in the formula to the desired elevation adjustment
    • TODO: project parameter for adjustment? (probably not worth it, since rarely needed/used)
  • Move "Elevation" below "Name" (on Fields tab; makes it more readable and avoids confusion with adjusted elevations, but still useful to see)
  • Change "Sort by:" from "Elevation" to "Adjusted Elevation..." (on Sorting/Grouping tab)
  • Uncheck "Hidden field" for "Adjusted Elevation..." (on Formatting tab)
  • To exclude the main/host model's "elev 0" Level (if any) from being adjusted, uncheck "Building Story" in the "elev 0" Level's properties (or in the schedule view).

Common Values

Identity Data Phasing
View Template View Name Dependency Phase Filter Phase
<None> [Levels, Sheet Lists, View Lists, Project Information, etc.] Independent - -
<None> [all others (that are phasable)] Independent Show All New Construction

NOTE: The below are grouped by Schedule Type (HOW they are created), but in the Project Browser they are displayed together (alphabetically).

Schedule Settings

See Load Detail Components and Replace (Reload) Families for required families

Identity Data Other
View Name Fields Filter Sorting/Grouping Formatting Appearance
Schedule/Quantities
CONCRETE COLUMNS[6] Type Mark > "MARK"
Section Shape: Width[7] > "WIDTH"
Section Shape: Height > "LENGTH"
Count > "QTY"
"Type Mark" <begins with> "C-" Type Mark

[  ] Itemize...

TYP: Center

Count: Right
TODO: Width & Height: [x] Suppress trailing 0's

see [1] below
Detail Items - Boxed Dimensions [2018+] Family
Type
Text
DC Length[8]
"Text" <parameter exists>[9] Family

[x] Header

[x] Blank line
Type
DC Length

Family

[x] Hidden Field

see [1] below for Text
Detail Items - Symbolic Line - Headers Family
Type
DC Length[8]
Header Size
Count
"Header Size" <parameter exists>[9] Family

[x] Header

[x] Blank line
Type
DC Length

[  ] Itemize...

Family

[x] Hidden Field

Count: Right

see [1] below for Text
Doors Level
Head Height
Type
(none) Level
Head Height
Type
see [3] below for Text
Door Types[10] [Phase Filter: None {CAUTION: property not kept when using Copy to Clipboard}] [TODO: dW & dH - add, group, & cond] Count > "QTY" [0.35" wide]
Type [1.5" wide]
{Combine Parameters: Manually Check Type Name "Width" (Suffix: " W", Separator: " x ") , "Height" (Suffix: " H", Separator: ""} [1.5" wide; Header Shading: Yellow]
{Group: next 23 as "Widths"}
Width
Rough Width
{Calculated Value: dW (Formula, Length) = Rough Width - Width} [0.25" wide; Header Shading: Green]
{Group: next 23 as "Heights"}
Height
Rough Height
{Calculated Value: dH (Formula, Length) = Rough Height - Height} [0.25" wide; Header Shading: Green]
HEIGHT [#6099 - not in template]
Show X [0.40" wide]
Sill Height [0.45" wide]
Head Height [0.45" wide]
{Calculated Value: Head - Sill - Height > "Check Head - Sill - Height" (Formula, Length) = Head Height - Sill Height - Height} [0.675" wide; Header Shading: Green]
{Group: next 2 as "Phase"}
Phase Created > "Created" [1.25" wide]
Phase Demolished > "Demolished" [1.25" wide]
(none) Type

[  ] Itemize...

Count: Right
Calculated Values:

"dW" & "dH" <Equal To> 0"

Background Color: Green

[x] Show cond... on sheets
Calculated Value:

"Head - Sill - Height" <Not Equal To> 0"

Background Color: Red

[x] Show cond... on sheets

GRADE BEAMS AND TIE BEAMS Type Mark > "MARK"
Section Shape: Width > "WIDTH"
Section Shape: Height > "HEIGHT"
Count > "QTY"
"Type Mark" <contains> "B-"

"Type Mark" <does not begin with> "B-"

Type Mark

[  ] Itemize...

TYP:

Center

Count: Right

Section... (2):

Field Format...:

[x] Suppress trailing 0's

see [1] below
Grids Name [0.5" wide]
Scope Box [0.5" wide]
Type [1.5" wide]

{Group: next 2 as "RVT Link"}
RVT Link: Name[11] > "Name" [0.5" wide]
RVT Link: File Name[11] > "File Name" [2" wide]
[x] Incl.

(none) Name

[x] Blank line

TYP:

"RVT Link: Name"[12] <Not Equal To> ""

Background Color: 192

[x] Show cond... on sheets

{Insert a 0.4" high header row below the View Title with contents below, Left-Top alignment, and 3/32" font size}

NOTE: This schedule is only good for checking the existance of Grids (and to check for corresponding names), but locations must be checked in a graphical view.

LINEAR REPAIRS [Detail Items][13] REPAIR TYPE > "TYPE" [0.52" wide]
REPAIR TYPE DESCRIPTION > "REPAIR" [2.16" wide]
DC Length[8] > "TOTAL LENGTH (FT)" [0.71" wide]
Family URL
"Family URL" <equals> "https://revit.miraheze.org/wiki/Linear_Repair.rfa" REPAIR TYPE

[  ] Itemize...

REPAIR TYPE: Center
DC Length: Right; Calculate totals
FamilyURL
  [x] Hidden field
LW2
[  ] Blank row before data
Title text: 3/16" Arial
Levels {Calculated Value: Adjusted Elevation (sample, see wiki) > "Adjusted Elevation" (Formula, Length) = see above}
Elevation
Name
Building Story
Story Above
Elevation Base
Scope Box
Structural
Type

{Group: next 2 as "RVT Link"}
RVT Link: Name[11] > "Name" [0.5" wide]
RVT Link: File Name[11] > "File Name" [2" wide]
[x] Incl.

(none) Elevation

[x] Descending

[x] Blank line

TYP:

"RVT Link: Name"[12] <Not Equal To> ""

Background Color: 192

[x] Show cond... on sheets

Adjusted Elevation...
  [x] Hidden Field

RVT Link: Name
  [x] Hidden Field

see [3] below for Text
{Insert a 1" high header row below the View Title with contents below, Left-Top alignment, and 3/32" font size[1]}

WARNING: The "Elevation" value will be meaningless (for comparison) if the "Elevation Base" is at different locations (vertically).

The "Elevation Base" used for links is the specified point IN THE LINK.

If "Survey Point" is specified for "Elevation Base", it's actually using the "Survey Point Origin" (a.k.a. the "Shared Coordinates Origin") which is an invisible point located where the Survey Point would be if its "Elev" (and other Identity Data properties) were 0' (i.e. never moved while unclipped).

PIERS AND PEDESTALS [Structural Columns] [IN PROG: see #5203]
SPREAD FOOTINGS Type Mark > "MARK"
Width > "WIDTH"
Length > "LENGTH"
Elevation at Bottom
Elevation at Top
{Calculated Value: THICKNESS (Formula, Length) = Elevation at Top - Elevation at Bottom}
A Bars > ""A" BARS"
B Bars > ""B" BARS"
Count > "QTY"
"Type Mark" <begins with> "F-" Type Mark

[  ] Itemize...

TYP:

Center

Count: Right

Elevation at... (2)

[x] Hidden Field

see [1] below
Structural Columns [TODO] Column Location Mark
Base Level
Base Offset
Top Level
Top Offset
Length
Family
Type
Section Shape[?]
Structural Material
Column Location Mark
Base Level
see [3] below for Text
Structural Foundations[14] Family
Type
{[R2017+]Combined Parameter: (check is same as Type) = L x W x T (MARK): Length x Width x Foundation Thickness (Type Mark)}
Type Mark > "Type Mark (MARK)"
Width > "Width ("W")"
Length > "Length ("L")"
[R2017+[15]] Foundation Thickness > "Foundation Thickness ("T")"

[R2017+[16]]Height Offset From Level > "Height Offset From Level ("D")"
Count

(none) Family

[x] Header

[x] Footer: Count and totals[17]

[x] Blank line

Type

[x] Blank line

Height Offset From Level

[x] Grand totals

[  ] Itemize...

MARK, W, L, T, & D (5):

Center

T: Field Format...: Fractional inches

Count: Right

Family

[x] Hidden Field

see [3] below for Text
Structural Framing Count
Elevation at Top
Reference Level
Reference Level Elevation > "Ref. Level Elev."
z Offset Value
Family
Type
Structural Usage > "Struct. Usage"
Structural Material
(none) Elevation at Top
  [x] Descending[18]
  [x] Blank line
Reference Level Elevation
  [x] Descending
Reference Level
  [x] Header
Type
[  ] Itemize...
Elevation at Top
  [x] Hidden field
Reference Level
  [x] Hidden field
Count: Right
see [3] below for Text
Topography (Cut & Fill) [TODO] Phase Created > "PHASE"
Phase Demolished
Cut > "CUT"
Fill > "FILL"
Net cut/fill > "NET CUT/FILL"
group next 3 under "check both rows equal":
Count
Projected Area
Surface Area
RVT Link: File Name
[x] Include elements in links
(none) Phase Created
Phase Demolished
[  ] Itemize...
Phase Demolished
  [x] Hidden field
ALL (except (3): Phase... & RVT Link...):
  Right
Cut, Fill, Net cut/fill, & (2) ...Area:
  Calculate totals
see [3] below
View Range - Check Doors Level
Group next (3) > "if the below is not possible, you will need Plan Regions"
Sill Height > {blank} [1.1" wide]
{Calculated Value: "in between" > {blank} (Formula, Text) = "< Cut plane ≤"} [0.72" wide]

Head Height > {blank} [1.1" wide]
Count > "Door Count" [0.45" wide]
RVT Link: File Name [1.2" wide]
[x] Include elements in links

(none) Level
  [x] Blank line
RVT Link: File Name
[  ] Itemize...
TYP:

"RVT Link: File Name" <Not Equal To> ""

Background Color: 192

[x] Show cond... on sheets

"Sill Height" & "Count":
  Right
"Sill Height":
  Calculate maximum
"Head Height":
  Calculate minimum

[x] Blank row before data
for rest, see [3] below
View Range - Check Windows Level
Group next (3) > "if the below is not possible, you will need Plan Regions"
Sill Height > {blank} [1.1" wide]
{Calculated Value: "in between" > {blank} (Formula, Text) = "< Cut plane ≤"} [0.72" wide]

Head Height > {blank} [1.1" wide]
Count > "Wndw Count" [0.45" wide]
RVT Link: File Name [1.2" wide]
[x] Include elements in links

(none) Level
  [x] Blank line
RVT Link: File Name
[  ] Itemize...
TYP:

  "RVT Link: File Name" <Not Equal To> ""

Background Color: 192

  [x] Show cond... on sheets

"Sill Height" & "Count":
  Right
"Sill Height":
  Calculate maximum
"Head Height":
  Calculate minimum

[x] Blank row before data
for rest, see [3] below
Volume of Bedrock Removed [TODO; Floors; Phase: Existing] KAI Callout - Detail
Comments
{Calculated Value: "VOLUME REMOVED (check that one is 0)" (Formula, Volume) = 4688377.95 CF - Volume}
Volume > "use first (max) value in Volume Removed formula"
[x] Include elements in links
"KAI Callout - Detail" <contains> "BEDROCK"
"Volume" <is greater than> "90.30 CF"
Volume
  [x] Descending
KAI Callout - Detail
  [x] Hidden field
VOLUME... & Volume:
  Right
Volume::
  Calculate maximum
see [3] below
WALL FOOTINGS [TIP: copy & modify SPREAD FOOTINGS] Type Mark > "MARK"
Width > "WIDTH"
{Calculated Value: LENGTH (Formula, Text) = "SEE PLAN"}
Elevation at Bottom
Elevation at Top
{Calculated Value: THICKNESS (Formula, Length) = Elevation at Top - Elevation at Bottom}
Count > "QTY"
"Type Mark" <begins with> "WF-" Type Mark

[  ] Itemize...

TYP:

Center

Count: Right

Elevation at... (2)

[x] Hidden Field

see [1] below
Walls[19] Type
Base Constraint
Base Offset > "Offset"
Top Constraint
Top Offset > "Offset"
Unconnected Height
Length
Area
{Calculated Value: CalcArea (Formula, Area) = Length * Unconnected Height}
{Calculated Value: Openings (Formula, Number) = 1 - Area / CalcArea}
(none) Type

[x] Blank line

Length

Area & CalcArea: Field Format...: Unit symbol: ft²

Openings: Right, Field Format...: Percentage, 0 decimal places, Unit symbol: %

see [3] below for Text
WF- FOOTINGS [Structural Framing], but should be <Multi-Category> and merged with WALL FOOTINGS above [IN PROG: see #5203]
Windows Level
Head Height
Sill Height
Type
(none) Level
Head Height
Sill Height
Type
see [3] below for Text
GB- Schedule [Structural Framing] {Calculated Value: Level (Formula, Text) = see Formatting Tips}[20]
Reference Level Elevation
Base Offset
Top Level
Top Offset
Length
Family
Type
Section Shape[?]
Structural Material
[TODO: not finished]
Sheet List
Sheet List Sheet Number
Sheet Name
Approved By
Checked By
Designed By
Drawn By
Project Title [...]
Sheet Issue Date
TMK [...]
(none) Sheet Number
#3910 Campbell High School - Sheet List[21] #(JOB#) (JOBNAME) - Sheet List Sheet Number
Sheet Name
Approved By
Checked By
Designed By
Drawn By
Project Title
Sheet Issue Date
TMK

[next 3 grouped under "Current Revision"]
Current Revision > "Num."[22]
Current Revision Date > "Date"[22]
Current Revision Description
> "Description"[22]
Comments > "Δs" [...]
"Sheet Number" <does not begin with> "X"
"Sheet Number" <does not begin with> "x"
Sheet Number

[x] Grand totals...

"Sheet ..."(2) & "...Rev..."(3):[23]

"Current Revision" <Equal To> "A4"

Background Color: Yellow[24]

[x] Show cond... on sheets

[TODO: center all data cells vertically (using Ribbon)]

[  ] Blank row before data
Title text: "1/4" Arial"

Header text: "1/8 Arial"

Body text: "1/8 Arial"

Current Revision Sheet Counts[21][25] Sheet Number
Current Revision > "Num."[22]
Current Revision Date > "Date"[22]
Current Revision Description
> "Description"[22]
Count
"Sheet Number" <does not begin with> "X"
"Sheet Number" <does not begin with> "x"
Current Revision

[x] Grand totals...

[  ] Itemize...

TYP:

"Current Revision" <Equal To> "A4"

Background Color: Yellow[24]

[x] Show cond... on sheets

Sheet Number

[x] Hidden Field

see [2] below
Project Information[26] [next 4 grouped under "Project"]
Project Number > "Number"
Project Name > ""
Project Issue Date > ""
Project Status > "Status "
Author
Building Name
Client Name
[next 2 grouped under "Organization"]
Organization Name > "Name"
Organization Description > "Description"
[remaining "Ifc..." Fields from "Project Information" (2018:3, 2019:3, 2020:6)]
(none) (none)

[  ] Itemize...

see [3] below
TODO: see also #4061 Hapuna for sheets in groups
Note Block
STRUCTURAL REPAIR SCHEDULE [Oval Mark - Inspection] Mark > "MARK"
DESCRIPTION
Size_Value
{Combined Parameter: SIZE = Size_Value+Size_Unit+Size_QtySuffix}
REPAIR TYPE
REPAIR DETAILS
Comments > "COMMENTS"
(none) Mark "Size_Value"
  [x] Hidden field
(2) "REPAIR..."
  Center
"SIZE"
  Right
  "Size_Value" <Equal To> "0"

Background Color: Black
Count: Right

see [3] below
STRUCTURAL REPAIR SCHEDULE - photo number NPLT > "NPLT" [Oval Mark - Inspection] see [4] below
STRUCTURAL REPAIR TOTALS[Oval Mark - Inspection] Mark > "MARK"
DESCRIPTION
Size_Value
{Combined Parameter: TOTAL SIZE = Size_Value+Size_Unit+Size_QtySuffix}
REPAIR TYPE
REPAIR DETAILS
Comments > "COMMENTS"
"REPAIR TYPE" <does not equal> "" REPAIR TYPE

[  ] Itemize...

[  ] Blank row before data
for rest, see [2] below
View List
View List KAI View Use
KAI View Type/Sheet #
Sheet Number
View Name
Title on Sheet
Associated Level
View Template
Family[27]
Type
(none) KAI View Use
KAI View Type/Sheet #
Sheet Number
View Name
finding "parent" plans (not needed - just use CTC Project Cleaner when deleting) Family
Family and Type
Associated Level
View Template
View Name [3.16" wide]
Title on Sheet [1.8" wide]
Sheet Number [0.37" wide]
{Group next 2 as "these properties should be equal between "parent" and dependent views"}
{Combined Parameter: Detail Level / Discipline / Phase / Phase Filter / Parts Visibility; use " / " for Separator, except "" for last} [3.65" wide]
{Combined Parameter: Scale / View Template; use " / " for Separator, except "" for last} [1.5" wide]
"Family" <contains> "Plan" (but should also look at Sections, Detail Views, Elevations; just not Drafting Views or 3D Family and Type
  [x] Header

  [x] Blank line

Associated Level
  [x] Header

  [x] Blank line

View Template
  [x] Blank line

View Name

"Family", "Family and Type", "Associated Level", & "View Template"
  [x] Hidden field
U.N.O.:

[  ] Include elements in links

U.N.O.:

[x] Ascending

[  ] ...

[x] Itemize...

U.N.O.:

Horizontal

Left

[  ] ...

[x] Use proj

No Condition

U.N.O.: see below

TODO: document Sheet for Sheet List(s), etc. (see #3910 CHS & #4061 Hapuna)

Appearance [U.N.O.]
Graphics
Build schedule: (x) Top-down( ) Bottom-up
Grid lines: [x] "Thin Lines" [  ] Grid in headers/footers/spacers
Outline: [  ] "Thin Lines"
Height: "Variable" [x] Blank row before data
Text
[x] Show Title
[x] Show Headers
Title text: "Schedule Text 1"
Header text: "Schedule Text 1"
Body text: "Schedule Text 1"

Revit 2018: "Schedule Default" instead of "Schedule Text 1"

Appearance [1]
Graphics
Build schedule: (x) Top-down( ) Bottom-up
Grid lines: [x] "LW2" [  ] Grid in headers/footers/spacers
Outline: [x] "LW4"
Height: "Variable" [  ] Blank row before data
Text
[x] Show Title
[x] Show Headers
Title text: "3/16" Arial"
Header text: "1/8" Arial"
Body text: "1/8" Arial"


Appearance [2]
Graphics
Build schedule: (x) Top-down( ) Bottom-up
Grid lines: [x] "Thin Lines" [  ] Grid in headers/footers/spacers
Outline: [  ] "Thin Lines"
Height: "Variable" [x] Blank row before data
Text
[x] Show Title
[x] Show Headers
Title text: "3/16" Arial"
Header text: "1/8" Arial"
Body text: "1/8" Arial"


Appearance [3]
Graphics
Build schedule: (x) Top-down( ) Bottom-up
Grid lines: [x] "Thin Lines" [  ] Grid in headers/footers/spacers
Outline: [  ] "Thin Lines"
Height: "Variable" [  ] Blank row before data
Text
[x] Show Title
[x] Show Headers
Title text: "1/4" Arial"
Header text: "1/8" Arial"
Body text: "1/8" Arial"


Appearance [4]

(NOTE: No Plot will hide lines, but not text/schedule)

Graphics
Build schedule: (x) Top-down( ) Bottom-up
Grid lines: [x] "NPLT" [  ] Grid in headers/footers/spacers
Outline: [  ] "Thin Lines"
Height: "Variable" [  ] Blank row before data
Text
[x] Show Title
[x] Show Headers
Title text: "1/4" Arial - NPLT"
Header text: "1/8" Arial - ITALICS - NPLT"
Body text: "1/8" Arial - ITALICS - NPLT"

Appearance is the only category in View Templates for Schedules [2016] except not "Build schedule" or "Height" (usually disabled anyway).

Notes

  1. 1.0 1.1 R2018: Arial 1/8" in the header is bigger than Arial 1/8" in the data section (grouped column titles); 3/32" still looks slightly bigger; Blank lines in a header cell will throw off Middle or Bottom vertical alignment (it will show the text lower than it should, possibly cutting off some of the bottom (that would otherwise be seen)
  2. Possible Embedded Schedule Categories in R2020.0.1 on 12/9/19 on C212
  3. "some Door families aren't showing in Material Takeoff" submitted Case Number: 15500005 on 2019-06-25 5:35pm CST: I'm trying to use a Material Takeoff to schedule Doors, Floors, Windows, Roofs, Structural Columns, Foundations, and Framing. "Door-Opening" and "Window-Square Opening" don't show up, but other OOTB families like "Door-Double-Glass" do. I've tried adding a Material property to the Opening family (even a Shared Parameter), and tried using one with a concrete eyebrow, but can't figure out how to get them to show in the schedule. This, of course, is all because "multi-category" is really only "multi-component/loadable" (doesn't include system families except for Foundation Slabs). https://autode.sk/2YiVXSv
  4. R2015 (.0359. 2017-09-28), R2016 (.0072. 2017-09-28): renamed "Door Schedule" > "Doors", "Window Schedule" > "Windows"
  5. tried to add new "Elevation Adjustment" to RVT Links (Instance), but it wouldn't exist for the host model's levels, and it doesn't show in schedule; tried Type also; can't add Yes/No instance to links either; can't use the conditional formatting trick (RVT Link: Name !=); tried various like Elevation + if(RVT Link: Name = "", 0,587' 6") but RVT Link: Name does not appear to be text
  6. 2017-10-24 LJC: used for 4270.01 BYUH (30% submittal) R2016
  7. requires that "Section Shape" be set to "Rectangle" (and Width=b and Height=h) for Concrete-Rectangular-Column.rfa
  8. 8.0 8.1 8.2 The built-in "Length" parameter of line-based detail components is not schedulable, so "DC Length" is set equal to it in the family.
  9. 9.0 9.1 Would prefer to filter by Family Name, since this parameter might be used by other families in the future. TODO: Use "Family URL" <equals> ... instead.
  10. requires customized Door-Opening.rfa for "Show X"
  11. 11.0 11.1 11.2 11.3 NOTE: You must check "Include elements in links" before you can access the "RVT Link: Name" or "RVT Link: File Name" field.
  12. 12.0 12.1 #4061 Hapuna: Levels: Cond. Format also works using File Name instead of Name
  13. requires Linear Repair.rfa to be loaded first (otherwise parameters won't be available)
  14. 2019-05-31 LJC: added "Structural Foundations" (for QC sheet)
  15. 2019-05-31,06-03 R2016: add "Elevation at Bottom" (Hidden parameter) and "Elevation at Top" (shown, see below) instead, and add a Calculated Value = Elevation at Top - Elevation at Bottom
  16. 2019-06-03 LJC: added "Height Offset From Level" to "Structural Foundations" Schedule; Revit 2016: use "Elevation at Top" instead
  17. "Count and totals" Footer used mainly so that "Grand total" will be separated from bottom
  18. NOTE: When an elevation is sorted Descending, "Varies" will be at the bottom. When it's sorted Ascending, ... [TODO]
  19. created in #4809 (HCR-BOH) for comparison of modeled shear walls (with plywood) and boxed dimension DCs
  20. 2019-05-28 LJC: not sure what this should be...
  21. 21.0 21.1 2017-10-02: #3910 CHS
  22. 22.0 22.1 22.2 22.3 22.4 22.5 NOTE: "Current Revision..." fields ignore manual "Revisions on Sheet" checkboxes
  23. would be nice to set for all, but updating to the latest revision becomes a bear; TODO: WISH: be able to use a project parameter for the test condition (would make a "latest revision" parameter)
  24. 24.0 24.1 set conditional formatting only if needed
  25. counts sheets where each revision is "current" (does NOT count sheets in each revision, since each sheet is only listed under the latest)
  26. 2019-10-23 LJC: added to 2018+ templates (based in #4593.10 IBEW/HEPF)
  27. 2018-06-27 LJC: added "Family" Field to View List (need to differentiate Drafting Views from Details when checking View Templates) in R2016.0097. [was .0081.(2017-10-24)]