Master the art of creating a sheet index and using Revit links in your Project Management tasks with CAD Teacher VDCI. Learn how to ensure the proper dimensions, use the crop view and region, create a sheet, use the title block, create a sheet index, and include elements from linked files.
Key Insights
- The tutorial provides guidance on creating a sheet index in Revit, including ensuring the correct dimensions, using the crop view and region, and creating a sheet using the CAD Teacher VDCI title block.
- By following this guide, you can learn how to create a sheet list and include sheet number and sheet name fields in it. Furthermore, the tutorial explains how to include elements from linked files in the sheet index.
- The content also provides tips on sorting and grouping your sheet index by discipline and sheet number, and adding a parameter for the discipline to ensure the sheets are arranged properly.
Note: These materials offer prospective students a preview of how our classes are structured. Students enrolled in this course will receive access to the full set of materials, including video lectures, project-based assignments, and instructor feedback.
Hello and welcome to the CAD Teacher VDCI video series for Revit Project Management. In this video we're going to take a look at creating a sheet index and using the Revit links to help populate that sheet index. So to get this started, I'm going to go ahead and move to my first floor plan.
And what I want to do is I want to make sure that this is the proper dimensions so that I can place it on a sheet easily. So the scale looks good, we'll use 1-8". And, you know, whenever we're getting ready to put something on a sheet, we want to make sure we do two things.
So the first thing is we want to make sure that our crop view is turned on. And you can see right now in mine it's turned off, so I'm going to go ahead and click on crop view to turn it on. And the second thing is I want to make sure the crop region is visible and that it's sized appropriately for the view.
So this looks pretty good, I might bring it in a little tighter here. Okay, that looks good. Okay, so my first floor is ready to go.
I'm going to go ahead and do the same thing on my second floor. Okay, it looks good. So what I'm going to do now is I'm going to go ahead and create a sheet.
%20(1).png)
Learn Revit
- Nationally accredited
- Create your own portfolio
- Free student software
- Learn at your convenience
- Authorized Autodesk training center
So I'm going to go to my view tab. Hit sheet. And we want to use the CAD Teacher VDCI title block.
Alright, and I'll go ahead and click okay. And this is the 30 × 42. And I'm going to place my first floor plan on this set right here.
Oh, looks like it's already on one. We can't have one view on multiple sheets, so it looks like I already had that one on a sheet. Okay, and I just want to do the first one plan per sheet, so I'm going to remove the floor plan from the sheet there.
Okay, and it looks like we've got one taken care of for us, nice. So let's go ahead and do the second floor plan. Put it on this sheet here.
Okay, looks pretty good. And this one we're going to want to name second floor plan. Okay, so that's a good start.
There's a homework assignment in lesson three that'll have you create a few more sheets for your sheet index. But that'll be a good start for now. Okay, so now what we're going to do, since we have a few sheets, we're going to go ahead and create that sheet index.
We're going to go to the view tab again. And then we want to go to schedules. And this is a sheet list that we're creating here.
Okay, within our sheet list, we're going to keep it simple. And we're going to go ahead and use sheet number for our fields and sheet name. So I want to select sheet name, click add, and there we go.
And everything looks good for now. We'll go ahead and jump back into those settings a little bit later. So I'm going to hit okay.
And you can see what I've got here is I've got a sheet index that includes A1.1 and A1.2. But no linked sheets yet. If we go back to fields, so in our properties palette here, I want to click edit next to fields. You can see down on the bottom left, there's a check box that says include elements in linked files.
We can go ahead and check that. And hit okay. And what it'll do is it'll actually include elements from our linked files.
So you can see I've got elements from structural. Looks like electrical's got some sheets as well. And some mechanical and plumbing sheets along with it.
So this is a good thing because then I don't have to create it twice. But it's also kind of a bad thing because now when we look at how this is sorted, and maybe some sheets that we didn't necessarily want to include. Looks like mechanical or plumbing had an architectural sheet, which was not correct.
And then they used a different naming convention or numbering convention than we did. We can fix some of these things, but it'll require a little bit of legwork. So first thing I want to do is I want to go to my sorting and grouping tab under my schedule properties.
So I'm not sorting by anything at the moment. We always want to sort by something. So I'm going to go with sheet number.
And let's see what we get here. So it puts all of our disciplines in some order, but it's not necessarily the order we're looking for. Typically we like to see the architectural sheets, then maybe the structural sheets, mechanical, plumbing, and then probably electrical, not in the alphabetical order like we're seeing here.
So in order to adjust the order that we're seeing, we'll need to organize these by discipline and give them also a parameter for the sheet order that they're going to be in. So to do that, we're going to start with the architectural model. And we're going to go to fields.
Again, that's in the property palette of the schedule. We're going to add a parameter, and this parameter is going to be for discipline. So I'm going to click add parameter.
And the name of the parameter is going to be discipline. Okay, looks good. And this parameter is not going to want to be a length or listed under dimensions, so we're going to change this from length to just text.
And that looks good, so I'll hit okay. And what I can do is I can change sorting and grouping to sort first by discipline and then by sheet number. And now I've got this field where I can enter in a discipline.
And this is only going to work for the architectural ones. You can see the links. I can't actually get in there and modify them.
That'll have to take place within the individual links. Okay, so I could say architectural here. And spelling does count, so I want to get that right on both of those.
And once you've got it in once, you can use a pull down. That's probably the best way to do it so you don't end up making a spelling mistake and then having two different categories. Okay, and you can see the rest of them I can't really do anything with right now.
If I were to go to sorting and grouping, and discipline is a header that I'd like to have, so I'm going to go ahead and check that so I have that header. And so now you see I have a header for architectural. But I need another field so I can make sure that these sort properly as well.
So I'm going to go back to fields. I'm going to click add parameter. And this is going to be a text parameter as well.
But I'm going to use numbers for this one. So this parameter is going to be discipline order. And that'll allow me to sort the disciplines however I feel necessary.
So in this set here, it looks like architectural is going to be first, so I'll give it 0, 1. Okay, so now in order to make changes to the rest of these, we'll need to go into those individual files. Okay, so let's go ahead and save to central. And when we come back, we're going to go ahead and adjust the electrical model to get these in order.
