From the course: Revit 2026: Essential Training for Architects

Adding schedule views - Revit Tutorial

From the course: Revit 2026: Essential Training for Architects

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Adding schedule views

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- [Instructor] In this video, we're going to explore schedule views. Now I want to start off by saying the schedule views are actually not that much different than floor plans or sections. So let me elaborate on that a little. If you consider what a floor plan is, you start with an overall model. You slice it at a certain height. From that slice, you gather up the elements that are visible, and you use that to generate a graphical view that we call a floor plan. If you consider a section, it's kind of doing the same thing. You're starting with a model, you're slicing it at a location, gathering up the elements in that slice, and drawing something that we refer to as a section. So what's a schedule doing? Well, a schedule starts from the same model, but instead of slicing it, it's going to consider a single category, it's going to gather the elements in that category, and then instead of drawing them, it's going to list them out in a table. And so that's really the only difference between a schedule and a floor plan or a section. So let's use that information now as a backdrop as we go into Revit and create our own schedule. So I'm going to focus on the furniture here in this model and create a simple furniture schedule. Now we can do that in two different places. We can either go to the Project Browser here and scroll down to the Schedules and Quantities branch, right click it and choose New Schedule and Quantities. Or alternatively, you can go to the View tab, click the Schedule dropdown, and choose Schedules and Quantities here. Either one would get you to the same place, which is the new schedule dialog where you simply choose the category that you want to schedule. So for us, we're going to scroll down and locate the furniture category and select it. Over here, you can give it a name. I'm going to accept the default name, it's perfectly fine with me, and click OK. In the Schedule Properties window that appears, you need to add at least one field to your schedule. So you can see a list of available fields here. Notice there are 36 of them. So if you think of it the same way that we did in the video on tags, what I want you to think of as those 36 fields are 36 questions that we could ask furniture. So which questions do you want to ask your furniture? So the first question I want to ask my furniture is what its type mark is. So I'm going to select that and then use this green arrow here to add that to my schedule. Next, I want to ask the family and type, and I'll add that to my schedule. And then another way that you could do this is to just simply double click. So I'm going to double click count, and I'm going to double click comments. So that's it, I'm just going to add those four fields. You can always come back later and add additional fields if you like, but for now, click OK, and that will generate the schedule. So a couple things we can do to make this a little bit more legible. It is possible to resize these columns. Just put your mouse between two columns here and drag. So I'm going to make the type mark a little narrower, I'm going to make the count column a little bit narrower, and I'm going to make column B here, the family and type a little bit wider just so that I can read the information a little bit better. If you don't like the level of zoom, a schedule can be zoomed. You can hold your Control key down and either press the plus or minus keys on your keyboard or roll the wheel. So if you roll down, it zooms out. If you roll up, it zooms in. So go ahead and adjust it to a comfortable level of zoom for you. And then I still have my floor plan open here in the background. I'd like to tile these two views side by side. Now, we have a keyboard shortcut for this W + T, which you may recall is on the View tab, Tile Windows, and then you can see W+ T right there. Don't type keyboard shortcuts when you're in a schedule view. If you do, it's going to actually take the letters WT and try and apply them to the schedule somewhere, okay? So it thinks you're editing the schedule when you type text. So keyboard shortcuts don't work here. So in that case, that means in order to tile the views, we do need to click the button instead. Now, there's a little divider here between the two tiles. I'm just going to drag that to make the floor plan a little bit wider. And then I will just click over there and zoom and pan in order to see the entire floor plan. Now it's not required that you work this way with them tiled side by side, but the reason I like it is I can select an item in the schedule and the corresponding element will highlight in the floor plan. And I find that really handy. So as you click through items here, you'll see them selected. Now we've got a really small floor plan here, but sometimes you might be in a really large floor plan and it might be difficult to see what you've selected. Or perhaps you're zoomed in really close and you select something elsewhere in the schedule and you don't see it highlight immediately. In any of those cases, there's a highlight in model button here that you can use. And what's really handy about that is it will take you right to the selected element and zoom in on it. So in this case, it's the double bed in the second bedroom. Now if you don't like the view that it's showing you, you can click the Show button and it will attempt to open up other views that show that same object. Or if you're satisfied, just click Close. That's what I'm going to do. So that's a couple ways you can use the schedule to make selections. But you can also use the schedule to make edits. So notice here that the family and type column is editable, and these are dropdown menus. So I could open this dropdown menu and choose a different kind of bed for this location, for example. So let's try a king bed and see if it would fit in this room. Now after choosing it, I look at that and I go, "Well, this may be a little too large. Why don't we drop back to a queen bed instead?" And I think that works a little bit better. Now I'm going to keep it selected, click over here in the floor plan, and then I'm just going to nudge it down a little bit so that it's not embedded in the wall there. Okay, so that's a really simple modification, but it's something that you can use the schedule to help you do. Now it is also possible to select more than one item in the schedule, but in order to do that, they have to be next to one another. And that's because the way you do this is you click and drag through multiple items. So I clicked on the first nightstand, dragged down through all of the nightstands, and you'll see two of them highlighted here. And if you zoom out, you can see the rest of them highlighted there. Now sadly, if you try to change the selection, it will drop the selection and only do the one. So you can use the schedule to select multiple items, click and drag, but you can't edit multiple items at the same time in the schedule. So what you do instead is you click over here to the floor plan, I'm going to click right on the tab of that floor plan. The four items will still be selected. You can see it over here on the properties palette. And now I could go to the type selector and choose a different size. And you could see that I have these larger nightstands now. Okay, so let's make one more modification here in this schedule. This type mark column is currently empty. And what I'm going to do is click right next to one of the Corbu chairs there, and type in a value CH1 and press Enter. When you enter, it will say this is a type-based modification that's going to apply to multiple elements. Is this okay? And I'll go ahead and click OK. And notice that that designation now gets filled in for both Corbu chairs. If you repeat that for the Breuer chair, CH2, notice that that's going to fill in for many items because there are several Breuer chairs here in this file. So what I'd like you to do now is using either that method or alternatively, you can select an object in the floor plan, go to Edit Type, and go to its type mark and put in a value, click OK. The advantage of doing it that way is you don't have to answer OK in the dialog because it doesn't display that because you're already editing the type, but it's really up to you. Using either of those two methods, go ahead and fill in the remaining type marks.

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