Explore the process of creating custom schedules in Revit, with emphasis on creating a door schedule. This guide covers how to define columns based on parameters, add new parameters, assign categories to schedules, and customize the schedule to meet individual project needs.
Key Insights
- In Revit, users can create custom schedules, where different parameters define the columns in the schedule and the rows represent the different elements within a specific category.
- A door schedule, for example, groups all elements in the door category into a spreadsheet-like format within Revit. This process involves assigning the door category to the schedule, defining columns based on desired fields or parameters, and customizing the schedule fields in an order that suits the user's needs.
- Users can add new parameters to the schedule if the desired scheduling field is not included in the list of available fields. For instance, a "door material" parameter may be created, given a descriptive name, and set as a type or instance parameter as needed.
Now we're going to go ahead and get started on creating our schedules and the first schedule We're going to create is our door schedule now door schedule is going to take all of the doors or all the elements rather that are on the door category and Schedule them into what's kind of like a excel spreadsheet within Revit The difference is what we will do is we will pick different parameters That will define the columns in the schedule and then the rows or the data rows Those will be the different elements that are within that door category And so I'm saying it as the door category on purpose because if you were to have created something on the door category by accident Well, it's gonna show up in that schedule. So let's take a look at how this works And then we'll go through and see how we can customize these customize these schedules in a way that suits our needs So let's jump to the view tab and the process for creating schedules. It's pretty much exactly the same No matter what type of schedule you're creating We'll go to schedules and you can see here.
We have schedule quantities. I Can pick that and then you can see we've got the entire list of all the categories here So that's quite a bit of stuff so what I do is I'll typically go in here and then I'll just uncheck the ones we're not going to be scheduling and Then it's a much more manageable list so I can just pick doors and Once I've assigned that category This is telling it what type of schedule we're creating You can see here and then it's also only going to schedule elements of that category. We'll hit OK and Then the next thing we need to do is define those columns based on the fields or we're also calling Parameters that we want to have within our schedule We're gonna start just from left to right because when we place these in here It's a scheduled fields in order What that means is the first one at the very top is gonna be your first column on the left-hand side so if I pick the first one I want which is gonna be mark I Can select it and I can do two things here.
I can double click on it Which will move it over or I can use this green button here Which will move it into that scheduled fields column I wanted to take it out I could do the same thing Pressing the red button to move it out next thing we're looking for here is gonna be type mark then we want width height and thickness and you can see here how There are quite a bit in here that we want to go through. So what I'd encourage you to do is to keep Double checking to make sure that you're picking up all of these It's not like you can't add them later or after the fact But it's just easier to kind of keep it going as we're moving through here So after that, we're gonna go ahead and look for our next one which is gonna be finish and this represents the door finish and Then we're gonna grab the frame material and then family This is just a little description of what the door is That'll be at the end of our schedule and then the last one we want which isn't necessarily gonna show up as a column in Our schedule in the long run, but it will help us to sort our schedule. We'll see level here and then we'll move it across now one of the questions that comes up pretty often is What if I wanted to add more parameters to my schedule or if the the scheduling? Element or the scheduling field that I'm looking for is not included within The list of available fields a good example of that would be we had door finish But if you go through here You'll notice that door material is actually not one of the parameters on here So it's kind of odd for us to specify a material or a finish and not identify what the material is So to do that what we can do is we can create a new parameter here and That'll allow me to add a new one so I can just give it the name that I'm looking for and I highly encourage you To be as descriptive as you can without being too overboard with this So it's very simple.
I'll call it door material Okay at this point we have the option to create it as a type parameter or an instance parameter And it's a very simple decision here I'm gonna go with type and that's because each one of my different door types is Gonna have the same material in this case and it'll automatically populate the schedule if I use this this option if I went with Instance then I'd have to type it in individually for each individual door If you were making a parameter where you might have to have more control over each one individually Instance might be the way but material is pretty typical So you're not gonna have a lot of differences between that so you could have different door types to define the different materials We're gonna stick with that. The next one is we're gonna change the type of parameter here and it's very Tempting to pick material and if you were to set up your project in a way where you did have Actual Revit materials defining your door materials then you could use that but if you're just trying to fill out a schedule like we are here and Not necessarily using Revit to that full extent Then you can just pick a text and that allows you to type in whatever designation you want for that material So I'm going to change this from group parameter under Text that's not a good one to have that. I'll put it on material and finishes and There we go.
That's our new parameter. So I'll hit OK And then I'm gonna move door material up in the schedule. You see it through it in the back there So I'm gonna move it up until It's right before finish Now we're gonna repeat those exact same steps and we're gonna create a frame finish Which is again, it makes sense to have both the material and the finish specified here.
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We'll go ahead and Add a new parameter and it's gonna be pretty much the same process just a different name here Frame finish I'll make it a type parameter This is one that could probably be better suited as an instance parameter But for the purposes of our project and to save time on a ton of data entry We'll go ahead and make it a type parameter we'll also make it a text for the type of parameter that we're using here and Then I'll also locate it under material and finishes. So exactly the same process Just a different name. I'll hit OK and Then we'll go ahead and move this up to be below frame material Once we've done that we can go ahead and hit OK and take a look at what our schedule looks like
