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Revit Schedules Basic

Using Schedule's from Revit is one method of obtaining quantities from the model. This tutorial
is designed using Revit 2014.
This tutorial is designed to work with the Wendy's model that should be downloaded from this
link. Download

Step 1: Visualize the project


For this tutorial, a schedule will be created for the wall systems in the model. Before creating the
schedule, we want to understand what properties are available and how the quantities that are
being generated from the model are going to be calculated. By selecting a wall in the 3D view,
the properties of the wall system can be reviewed.
Open the Wendys1.rvt file in Revit 2014.
To select a specific exterior wall, first go to the 3d view of the project by selecting the 3D tool on
the Quick Access tool bar.

Step 2: Modify the Model to display the items being quantified


Using the mouse, hoover over the brick wall until a Wall is highlight and then select the wall.

The wall should become blue and transparent.

Right Click and select Select All Instances and then select In Entire Project. Now at the bottom
of the screen, select the Temporary Hide/Isolate tool
and then select Isolate Element from
the menu. Now all that should be seen are the Brick Walls for the project. Left click anywhere on
the drawing to unselect the walls.

Step 3: Create and sort a Schedule


From the View menu, select Schedules

then select Schedule/Quantities.


Scroll to the bottom of the list of Categories and select Walls. Press OK
From the Fields tab, select Family and Type, Length, Area and Comments. Now click OK
You should see a list of walls for the project. Notice that they aren't grouped or sorted so every
item is somewhat randomly listed.

The columns can be widened by hovering the mouse between the columns on the title rows and
when the double arrow cursor appears, left click and hold down the left mouse button and drag to

the right.
In the Project Browser, expand the Schedules/Quantities option and select (double click) Wall
Schedule.
On the Properties palette do the following.

Under the heading of Other, on the


Sorting/Grouping row, press the Edit button.

On the Sort By field select Family and Type and


then check mark the Blank line field. Click OK
twice. Now the wall types are grouped together.

Find the row where in the comments field that says


"Test Wall" and then select that field. This will
select this item in the model.

On the ribbon, select the Highlight in Model tool.

A Show Elements in View window will open, select


select Show until a 2D view is displayed with a

dimension line similar to the image below. Then


Close Show Elements in View window.

The dimension line shown is for the wall that is selected in the Wall Schedule. The dimension
line near the object is 33' 6". On the Properties window the Unconnected Height is 15' 4".
Multiply 15.333' * 33.5' = 513 SF.
On the Project Browser, double click on the Wall Schedule. Notice the wall SF is 345, this is the
net SF of the wall. The curtain wall windows have been subtracted from the gross SF of the wall
system. Be careful with this because many times, the historical cost data for various wall systems
is based on the gross SF rather than the net SF of the wall.
On the Properties palette, under the heading of Other, on the Formatting row, press the Edit
button. Do the following:

Left click on the Area field


o Place a check mark in the Calculate Totals box.

Select the Length field


o Place a check mark in the Calculate Totals box.
o Press the Field Format button

Uncheck the Use Project Settings


box.
Change the Units to Decimal Feet.
Change Rounding to 2 Decimals
Places.
Change the Unit Symbol to LF.
Press OK

Now select the Sorting/Grouping tab.


o Unselect the check box for Itemize every instance at the bottom of the
page.
Click OK, now review the report.

Step 4: Data Export


You can export these schedules to excel. Press the
Application Button, select Export,
(you may need to scroll down on the export list) Reports, Schedule. Save the file to the CM 411
folder on your thumb drive. Accept the default options for the popup window during the export
process.
Launch Excel. Select Open. In the Open Window, change the Files of Type to Text Files. Now
browse to the location you save the exported file and open the file.
A Text Import Wizard window opens. Be sure that Delimited is selected. Press Next. Be sure
that the Tab box is selected. Press Finish.
Notice that the Area and Length columns are text fields and not number fields. To change that,
insert a column after the Area column and after the Length column. Select the Numbers under
the Area heading, then from the Data pulldown menu, select Text to Columns.

In the Text to Columns window, be sure that Delimited is selected and press Next. In the second
window, place a check mark in the Space check box. Press the Finish button.
Repeat this process for the Length Column.
You could now use these numbers as the basis of an estimate.