Revit Creating the Schedules and Color Room Legend

Creating the Schedules and Color Room Legend

Starting the Tutorial

Start Revit 2021 by clicking on the icon on the desktop.
Open the last file from Tutorial Two, RL2-10.
Save the file as RL3-1.

In this tutorial you will create Door, Window, and Room Finish Schedules. These schedules are tables that are used to identify the drawing elements and spaces based on tags. Since you have already tagged the doors and windows, you will only need to set up the appearance and fields of the door and window schedules. You will also tag each room in the house, name it, and create a color-coded room legend of both floors.

Creating the Door Schedule

This part will involve cataloging the doors and creating a door schedule based on the tags that were assigned earlier.

Go to the Schedules/Quantities Category in the Project Browser. Click the “+” to expand it.

Schedules/Quantities Category Expanded

Double-click on the Door Schedule.

You will see that the default version of the Door Schedule has many columns and describes just about every aspect of the door. Rather than use this schedule, you will create your own.

Right-click on the default Door Schedule in the Project Browser and select Delete to delete it. Below is an example of the Door Schedule that you will create.

Completed Door Schedule

To create the new schedule, go to the Schedules tool in the View tab, Create panel.

Choose the Schedule/Quantities tool.

Schedules/Quantities Tool

Then, choose Doors in the Category window within the New Schedule dialog box.

Press the OK button.

New Schedule Dialog Box

The Schedule Properties box opens.

This is where you will add the fields for the schedule.

Click on the following fields and click the green arrow to add to the Scheduled fields box.

Type Mark Count Family Width Height Thickness Comments

Schedule Properties

The GLZ AREA-DS and MATERIAL fields are not in the available fields; you will need to create them.

Click on the New Parameter button in the dialog box.

New Parameter Button

The Parameter Properties dialog box opens.

Click inside the Name: field and type in the first parameter (GLZ. AREA-DS) this is the field for the glazed area of the door.

Parameter Properties Dialog Box

Even though this is a numerical value, choose Text for the Type of Parameter.

Note: The reason for the letters DS (Door Schedule) after GLZ. AREA parameter is that you will be creating a similar parameter for the window schedule later.

The parameters that you create need to have unique names.

Repeat the process for the MATERIAL field.

Use Text for the Type of Parameter for this one as well.

Use the Move parameter up and Move parameter down arrows to change the order of the fields.

Click the OK button to close the dialog.

Scheduled Fields Added

The Door Schedule opens.

Next you will rename the columns to conform to the example.

Click inside the box containing the header text, rename the text, and change the letters to all caps.

Door Schedule (Before changing header titles.

Next you will add the words ROUGH OPENING above the WIDTH and HEIGHT columns.

Click and hold on the WIDTH cell then drag the mouse to the HEIGHT cell so that both cells are selected.

Click the Group tool in the Title & Headers.
A new cell will appear above the two cells.

Type in the words ROUGH OPENING in the cell.

Width and Height Cells Selected

Group Tool

New Cell

Text in the New Cell

Formatting the Door Schedule Text and Modifying the Sort Order

Next you will format the Door Schedule text and fill out the remaining fields. Refer to the example at the beginning of Part 1 for the entries.

While in the Door Schedule view, highlight the header row with your mouse by clicking and dragging the mouse across the entire header row. (Hold the mouse button when doing this.)

Header Row Highlighted

Click on the Font tool in the Appearance panel.

Font Tool

In the dialog box, set the text to Bold and

9/64″ high.

Font Settings

Set the Align Vertical setting to Middle.

This will place the Header text vertically aligned in the schedule.

Middle Vertical Alignment

Format the title of the schedule to Bold, 1/4″ high and vertical middle alignment. Delete and retype the text as all caps.

Your schedule will now look like this…

Updated Font

Next you will modify the Door

Schedule to only show one line per door type and sort by the door mark.

Click on the Edit… button next to Sorting/Grouping in the Properties dialog.

Sorting/Grouping Edit… Button

Change the Sort by: setting to Type Mark and uncheck the Itemize every instance checkbox.

Click the OK button.

Sorting/Grouping Changes

Your door schedule should now look like this…

Updated Door Schedule

In the Properties palette, click the Edit… button next to Formatting.

Set the Type Mark, Count, Width, Height, Thickness, GLZ. AREA-DS, and MATERIAL to Center Alignment.

Click the OK button. (You may select all the fields at once and then modify the alignment.)

Note: You may adjust the width of the columns by holding the mouse over the vertical lines and then clicking to adjust the width.

Fields Aligned to Center

You will need to remove the zero feet for dimensions less than one foot in the Thickness column.

Click on one of the values inside the Thickness column and then click on the Format Unit tool in the Parameters panel.

Uncheck the Use project settings checkbox and check the Suppress 0 feet checkbox.

Click the OK button.

Format Dialog Box

The values in the Thickness column will now be in inches only.

Format Unit Tool

Click inside the cells and fill out the values for the GLZ. AREA, MATERIAL, AND REMARKS columns.

Remaining Columns Filled Out and Formatted

Next you will an additional column to the schedule. This will replace the Style/Type column with simpler text for the type of door. The text will also be in all caps.

Open the Schedule Properties dialog box and create a new field called “Name on Schedule – DS” (The DS is for Door Schedule).

Use Text as the parameter.