Revit - Non Model Based Schedules

Introduction

This tutorial will guide you through creating non-model based schedules in Revit. Non-model based schedules are essential for managing data that isn't directly linked to a model element, such as equipment schedules, room finishes, or materials lists. Understanding how to create and manage these schedules can greatly enhance your project's organization and efficiency.

Step 1: Open the Schedule View

• Launch Revit and open your project.
• Navigate to the "View" tab in the ribbon.
• Select "Schedules" from the dropdown menu.
• Choose "Schedule/Quantities" to create a new schedule.

Step 2: Choose Your Schedule Category

• In the "New Schedule" dialog box, select the category relevant to your schedule (e.g., Rooms, Equipment).
• Click "OK" to proceed. This will open the Schedule Properties dialog box.

Step 3: Define Schedule Fields

• In the Schedule Properties dialog, go to the "Fields" tab.
• From the available fields, select the data you want to include in your schedule.
• Use the "Add" button to move the selected fields to the right side of the dialog.
• Organize the fields as necessary using the "Move Up" and "Move Down" buttons.

Step 4: Apply Filters (If Needed)

• Switch to the "Filter" tab to apply any filters to your schedule.
• Click "Add" to create a new filter rule based on specific criteria (e.g., only showing rooms with a certain finish).
• Define the filter parameters and click "OK."

Step 5: Sort and Group Data

• Go to the "Sorting/Grouping" tab to arrange your schedule data.
• Choose the fields by which you want to sort the data (e.g., by Room Number).
• If grouping is needed, check the "Group items by" option and select the appropriate field.

Step 6: Format the Schedule

• Navigate to the "Formatting" tab to customize the appearance of your schedule.
• Select the fields you want to format and adjust settings such as text size, column width, and header formatting.
• This step is crucial for ensuring your schedule is easy to read and visually appealing.

Step 7: Finish and Place the Schedule

• Click "OK" to create your schedule.
• You can now place the schedule on a sheet by dragging it from the Project Browser to the desired location.
• Adjust the size and position on the sheet as needed for clarity and presentation.

Conclusion

Creating non-model based schedules in Revit is a straightforward process that can significantly improve project management. By following these steps, you can generate organized and informative schedules that reflect your project's needs. Remember to regularly update and maintain your schedules to ensure they remain relevant throughout your project lifecycle. For further enhancement, consider exploring advanced filtering and sorting techniques to tailor your schedules even more closely to your project's specifications.