Dive into the organizational steps of a Revit schedule in this article, shedding light on how to bring structured clarity to the otherwise seemingly haphazard arrangement of doors. Learn how to utilize the level parameter and the sorting and grouping tab to organize doors based on their levels and order, making the schedule easier to interpret and manage.
Key Insights
- The article emphasizes on the importance of sorting a Revit schedule by a significant overarching category such as the 'level' which groups all level one doors together and all level two doors together. This helps to avoid unnecessary duplication and confusion.
- Further, the author suggests sorting by 'mark' to arrange doors in order, providing a more coherent view of the schedule. Any discrepancies in door numbering are corrected by navigating to the door in the model and modifying its number.
- To enhance the visual clarity of the schedule, the author recommends hiding repetitive columns like 'level' which have already been represented under a new heading. However, they underline that the hidden column remains part of the schedule and can be brought back whenever needed.
Now that we have the schedule set up, we're going to go ahead and organize it a bit. When you look at it, and again, yours might be a little different, but it should be pretty similar because we all started from the same file. But when you see here, the first one at the top is 109A.
Personally, I would expect to see maybe 101 at the top, and then we just have a hodgepodge of first floor and second floor doors just mixed in between here. So there's really not a lot of order in this schedule. You can see it's just all over the place.
We want to make sure we can get that ordered, and we're going to use the level parameter here to sort that a little bit better. We're going to sort in a way that'll put all the Level One doors together and all the Level Two doors together, and then we're going to ask Revit to sort all the doors in order based on the number here so that it makes a little bit more sense. To do that, we're going to go to our Sorting/Grouping tab here, and that will allow us to adjust the schedule as needed.
And it seems weird for me to call it a tab, but you'll see why in a second. When I click on edit here, it'll pop up my schedule properties, and Sorting/Grouping is in its own tab here, so that's why we refer to it that way. So you want to sort by your biggest category first, and then kind of work your way down.
So the largest one we have here to sort by is level, and we can sort by level, which will, like I said before, put all the Level One doors in its own area, all the Level Two doors in the next area, and so on and so on. And so by saying sort by level ascending. That means it's going to go Level One, Level Two, Level Three, and so on, right? So the next thing we could do is we can say, well, we want to identify that somehow. And so for each level that we have in the project, I can say add a header.
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So you only want to use this if you have a big overarching category that's going to be sorting by it. If I were to sort by something like mark, which each door has its own unique mark, then it's going to duplicate this mark over and over again, because it will create a new header every time you have a unique label. For level, it's only Level One and Two, so it's not really that big of a deal, and it'll actually create a nice organization for our schedule.
Then I'm going to go ahead, and I'm going to sort by Mark. And by sorting by Mark, what it'll do is it'll put these doors in order, and we'll be able to see things a little bit better. So I'm going to hit okay, and let's take a look at what we get.
Now in this case, you can see here that it took Level One and Level Two, and it started to sort the doors a little bit better. When I look at some of the doors in my schedule, I do see that there are a couple that are not showing up exactly the way that we want them to. And that's because I've either done one of two things.
This is not the right number for these doors here, or something got changed as we were going through, and so I'm guessing that these doors are actually not what we want them to be. So they're probably not 214 and 215, and my guess is since the last thing we worked on was the bathrooms, by adding doors, that it's these two doors that need to be modified. If I were to click on one of them, what I could do is I can go to where it says highlight in model, and then it'll take me to the door that we've highlighted in the model.
And I can click close here, and now I'm in the model looking at the door, and I can see here that door 214 actually should be door 111. So I can go ahead and I can change that to door 111, and then I can change the Men's Room door to door 110. And then now what I'll have in my schedule, if I just go back to the Tab browsing here, it'll adjust my schedule to now have doors 110 and 111 instead of 214 and 215.
If you look at Level Two here, you can see that we go from 205,206,207,208,211. So that tells me that maybe 216 and 217 are not correct. And so I don't know which one is which, and it may be tempting to just try and change them here, but I'll just jump back over to Level Two because I know it's going to be these two doors.
And I can change 216 to 210, and I'll change this 217 here to 209. And now what I've done is because I've made those modifications into my project, it's going to automatically update into the schedule because all of that information is all one and the same. It's just pulling information from the model to create that schedule.
So it's a true database that we're working with. The next thing I can do here is I can take a look and I can see that I have a repetitive column. So I don't really need to identify each one of these doors as Level One or Level Two anymore because I have this new heading here which will take care of that for me.
So what I can do is I can go into my column K in this case, which is level, and I can right-click on it, and I can just say hide columns, and that level column will go away. What that's done is it's hidden the column from the schedule, but it's still part of my schedule. So I can bring it back, take it away, back and forth, both ways doesn't matter, but I still have it as part of the schedule because I'm using it to sort all the doors in the schedule.
If I wanted to see it again, I can go into this Formatting tab here, and within this one, you can see that we have all of our fields listed, and under level, you can see the box is checked as a hidden field. If I were to uncheck that, it would bring it back, but we're going to leave it hidden for now.
