1. Mastering Autodesk Revit MEP 2016
CHAPTER 7: Schedules

2. Revit Schedules Parametrics Project Information
Bi-directional association of schedule data and component properties
Project Information
View List
Sheet List
Note Block
Materials
The ability to schedule model data is one of the most powerful aspects of a BIM project file. With Revit MEP 2016 you can create schedules for any model component that you need to report the data from. This data can be sorted and organized in a manner that meets your drafting standards, reducing the need to spend time modeling and generating schedules. The data in a Revit schedule is reported directly from the model components, so changes made to the model instantly update the schedule. In some cases, you can make changes to the schedule that will update the model as well.
Schedules can be created for other items besides model components. A view list or sheet list can be used to report and manage the data contained in construction documents. Note blocks can be used to generate construction plan notes, and material schedules can be used for estimating purposes.

3. Defining Schedules Schedule Types Fields Tab
Components, materials, or project data can be scheduled
Schedule key for storing values and easy assignment
Fields Tab
Properties associated with component category being scheduled
Each chosen field is a column in the schedule
Schedules can be made for construction documentation or simply for managing the data within model components. The types of schedules available have specific uses and unique features.
Once you have chosen the type of schedule to create, the Fields tab allows you to select from the list of parameters that are applied to the category being scheduled.
Parameters that do not exist in the scheduled components can be added as project parameters and applied to all components in the category.

4. Defining Schedules Filter Tab
Allows for specific components to be scheduled from a category
Easily customized by the use of existing parameters
Up to eight filter conditions can be applied
Several test condition options for flexibility
Filters make it easy to schedule specific components within a category. The most common example is for mechanical equipment, where there are several different types of components all in the general category. To create a schedule for a specific type of mechanical equipment, you can apply a filter to the schedule to remove the unwanted components.
Only parameters included in the schedule can be used for filtering. There are several conditions that can be applied, and with the ability to apply up to four conditions, you can be very specific about the items being shown in the schedule.

5. Defining Schedules Sorting/Grouping Tab
Data sorted or grouped by any parameter in the schedule
Up to four levels of grouping
Headers and footers allow for additional information
Uncheck “Itemize every instance” to display one instance of each family type
The Sorting/Grouping tab is where you determine how the data in a schedule will be organized. This allows you to format the data so that it is easily communicated and managed.

6. Defining Schedules Formatting Tab
Define the behavior and display of columns and cells
Format units displayed
Create a conditional format for display override of cells
The Formatting tab is where you can determine the format of the data in your schedule. The header orientation (horizontal or vertical) and text alignment within cells are defined here, along with the values of the headings. By default, the parameter name will be the heading but can be easily changed. Columns that you do not want to display can be hidden by checking the Hidden Field box.

7. Defining Schedules Appearance Tab
Establish settings for display of schedule on construction documents
Define text formats
On the Appearance tab you can define the lines and text used to display the schedule on construction documents. The line styles available come from the line styles defined in the project. Any of the fonts available for use by Revit can be used in a schedule, and the size and format can also be defined.

8. Editing Schedules View Properties
Direct access to the schedule properties via the Properties palette
Once a schedule has been created, it can be edited by accessing the Schedule Properties dialog box, which contains the tabs and settings used to define the schedule. You cannot change the category being scheduled, however.

9. Schedules Note Block Panel Schedules Schedule of an annotation symbol
Useful for construction notes
Panel Schedules
Electrical panel data
Unique type of schedule with customizable templates
There are other types of schedules that are useful for data management, design decisions, and documentation. Note blocks can be used for construction notes. This is done by scheduling a generic annotation family that is used as a construction note symbol. The family can contain parameters for the note number and description. With the use of the Filter feature, you can easily generate sheet-specific notes or organize your notes by systems.
Panel schedules are special schedules that allow you to display the data from electrical equipment families and systems. The display of the data is customizable by editing the panel schedule template(s).

10. Schedules View List Sheet List Easily manage view properties
Manage titleblock information
Manage drawing list for submittals
View lists and sheet lists are very useful for project management. They allow you to edit the data displayed in your titleblock or to change the properties of multiple views/sheets without having to open each one.