Tag Archives: Schedule

Parameters for Sheet List

As many users know in Revit if there are multiple disciplines working in different models things can be scheduled from those linked models, sheets are no exception.  However most companies will have custom parameters to get the schedule to sort, group and filter a give way.  So I am asked a lot how can the consultant easily get this information?

The common answer I hear is to Transfer Project Information which will bring along the necessary project parameters needed to fill out for the prime to get their schedule set up accordingly.  The problem with this feature is that it will bring along all of the project parameters, most of which will not mean anything to a team outside the prime office.

My suggestion is to open the model of the project lead and find the schedule that is being utilized.  Simply Copy that schedule to the clipboard and paste it into your project.  This will bring only the project parameters utilized for the sheet index and leave all the unneeded values behind.

My personal favorite is an option where the project lead creates a blank project that only has the project parameters and has the appropriate schedule inside of it, along with instructions on how to use all of the values that are needed for the sheet index.  This way the consultants can use Transfer Project Information easily and only get what is needed and have a direction on how to utilize them.

 

Schedule only Linked Items

The question of how to schedule only elements from a liked model has come up a few times so I thought it would make  good post.  The first trick is to understand how to schedule items from a link, this is a simple process of checking the box in the lower corner of the schedule properties (1).

Once this has been checked there is now and option Select Information from RVT Links (2) Select “Revit Link: File Name” and add it to the fields.  Now in the Filter tab it can be set to contain part or all of the name of the linked model.

 

Schedules and Phases

The question comes up a lot how does the phase of a schedule get changed to the correct phase or to display no phases as all.  The first time I attempted to do this I searched high and low in all the different tabs in the schedule properties dialog, only to find it is just like any other view and this can be changed via the standard properties dialog within Phasing via the Phase Filter and Phase, crazy enough it is right above where I picked Edit to get to the Schedule Properties dialog box.

The Phase value should be set for the phase that is going to be scheduled, and if all that is to be scheduled is stuff to that phase than the Phase Filter should be set to “Show New”, this setting will only schedule items to that phase.  However if everything is to be scheduled the set the Phase to the last phase on the project and set the Phase Filter to “Show All” this will schedule all non-demoed elements in the file.  Of course these are just some of the different options on how phasing can work in schedules.

Top of Footing Tag Work Around

A way to tag the top of footing elevation is a question that comes up often.  Below is a procedure that I came up with a year or so ago.  I wrote an article for AUGIWorld last year on this issue as well.  This is a condensed version of the article, feel free to follow the link to read the full version.  One item to note here is that conditional formatting broke in the 2013 release – so use 2012 to create the schedules, and then upgrade, and hope the problem is fixed in 2014.

Step One: Create a Shared Parameter

Create a shared parameter for the top of footing elevation that will appear in the foundation tag.  Add the the parameter as a project parameter and apply it to structural foundations.  There are two reasons to use a project parameter here: first, using a project parameter will avoid the need to edit all of the structural foundation families (and re-editing them if updates occur), and second, elevations of elements are not available until they are inserted into a project, so there is little benefit to putting an elevation parameter into a family.

Step Two: Create a Foundation Tag

Create a new, or modify an existing, foundation tag that references the new top of footing elevation parameter.  Ultimately the elevation parameter will have to be input manually, so once the new tag is created and loaded into a project (or into a project template), one could choose to go no further in this process.   However, the remaining steps will add intelligence and improve upon this process such that the elevations are more easily managed.

Step Three: One More Shared Parameter

In order to avoid manually entering and managing them, the top of footing elevations will be calculated using the bottom elevation and the foundation thickness.  This calculation will be carried out in a schedule.  Unfortunately, the thickness parameter in the out of the box isolated footings is not a shared parameter, so it cannot be scheduled (wall footings and foundation slabs do not have this problem).  As a result, one more shared parameter is required.  Regrettably, this parameter has to be added to each family; simply replace the existing thickness parameter with the new thickness shared parameter.  This will have to be completed in every isolated foundation family.

Step Four: Schedule the Foundations

Create a schedule that includes all of the structural foundations.  Depending on the complexity of the project, some filters may be necessary to show only the desired footings.  Which fields to include is at the discretion of each user, but at the very least include footing type, elevation at the bottom, the new top of footing parameter, and all applicable thickness parameters (each of the foundation families have their own thickness parameter).  For simplicity, this process will only be concerned with one of the foundation families, the isolated foundation; however, it is possible to include and manage all of the structural foundation families in one schedule.

Step Five: Add a Calculated Value

Add a calculated value that will report the actual top of footing elevations for each footing.  Please note that the bottom elevation parameter is based on the project coordinates, so if elevation zero is not the same in both the shared and project coordinates, then this will have to be incorporated in to the calculated value.  In this example, this has been handled by adding a parameter called “Datum” and setting it to the proper elevation.  Setting the datum value can be achieved quickly by altering the sorting/grouping settings to group all of the footings into one row and then changing the value all at once.

To calculate the actual top of footing elevation, add the foundation thickness to the elevation at the bottom, and then add the datum value, if applicable.  The calculated parameter is illustrated in Figure 1.

Figure 1 – Calculated Parameter with Datum

With adding the calculated value, the accurate top of footing elevation will appear in the schedule next to the top of footing shared parameter that needs to be manually input.  A Revit user could then simply input the proper value to match the calculated value and the elevation would then appear in the foundation tag.  A suggestion here would be to group the foundations by their calculated top of footing elevations, and then input all of the values, thus only requiring that a user type any common elevations once.

Ending the process at this step would provide a simplified way to manually enter all of the top of footing elevations, but it would not entirely solve the issue that the footings may move and the elevations will have to be managed.  Yes, having the accurate elevation immediately available will aid in the management process, but it could be even easier.

Step Six: Add a Check Value

Add another calculated value to the schedule that is called “check”.  Make this value be the difference between the manually input value and the calculated elevation value.  Finally, use conditional formatting to turn the input elevation cell red if the “check” cell is not equal to zero, see figures 2 and 3.

Figure 2 – “Check”

 

Figure 3 – Conditional Formatting

 The “Check” column can be a hidden field, if so desired, since including this step causes any incorrect values (not the check value) in the schedule to turn red, thus making it extremely easy to identify and to edit the incorrect values.

Another approach is to make the “check” value a yes/no parameter, instead of length, that tests if the calculated value equals the manually entered value.  The conditional formatting can then be set to turn the inputted value red if the yes/no check parameter returns a “no”.  The yes/no return may be a more straight forward test output, but knowing the total difference between the calculated and the manually entered value may be useful.  Either method will work, but one or the other may be of more use to the user.

Once the schedule is expanded for the other structural foundation values, a calculated value, as well as a separate check field will be required for each structural foundation family.  However, the conditional formatting can include multiple criteria, so simply add a test expression for each foundation family to the inputted top of footing elevation’s conditional formatting.

Step Seven: Use the Schedule

After the schedule is completed, the only remaining step is to use it, and to remember to occasionally check that values are not coming up red.  When the foundations and the tags are originally placed, the elevation field will be blank, so that helps to remind the user to visit the schedule.  Then, as long as the schedule is checked prior to issuing the construction documents, the structural engineer can be confident that the top of footing elevations are accurate.  The schedule also adds a level of automation that will reduce errors.  Figure 4 shows tiled windows of the completed schedule (the check column is shown here, but would typically be a hidden field, as previously noted), and the foundations with their tags.

 

Figure 4 – Completed Schedule and Footings with Tags

 

Revit Schedules Conditional Formatting

I am a big proponent of using schedules, anyone who knows me has seen me geek out on them.  I also like to use conditional formatting inside of them to help me verify my information is correct.  I did however find a nice bug that came up inside Revit 2013 when using conditional formatting.  In previous releases a conditional format could be used to change the color of another cell, this is where the bug comes in, in 2013 they can only change the color of their own cell.

When trying to check to see if one column is the same as another column I use a Yes/No calculated value to display if the columns match.  This can be done numerous ways this is just the method I prefer.

This way I get a nice Yes or No value in the column line.  Then I can use this value to conditionally format a column(s) to change colors to graphically display if the values match or not.

Which displays the schedule like this…

In 2013 the conditional formatting only works on the cell itself.  In the above picture I am using the Checksum column to change the color of the Occupant Load column, this was done in 2012.  It will upgrade from 2012 and display correctly in 2013, however this can not be done if creating it from scratch.  Autodesk has confirmed this issue and hopefully we will see it fixed in the a future upgrade.  I thought others should be aware of this since I fought with it for an hour before I realized it was a bug…