Revit Organize Schedules

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One can organize schedules in Revit. This is done through the browser organization.

Right Mouse Click (RMC) on Schedules / Quantities on the Project Browser and select “Browser Organization.

Autodesk, Micrographics, Revit, Schedules, Browser Organization

Alternatively, on the View tab, under the Windows panel, drop down “User Interface” and select “Browser Organization”.

Autodesk, Micrographics, Revit, Schedules, Browser Organization

One can create one’s own schedule organization. Here a new organization was created and then set as the current schedule organization (check the checkbox).

Autodesk, Micrographics, Revit, Schedules, Browser Organization

To set up the schedule organization, click on “Edit” to open the Browser Organization Properties dialogue. Two tabs are available. The first is “Filtering”. With this tool, one may exclude any schedules from the display that conform to some logical condition.  One may also add project parameters (may be shared parameters) to schedules and use these parameters for filtering and ordering. This is shown below.

Autodesk, Micrographics, Revit, Schedules, Browser Organization

Here is an example for the Schedule Browser Organisation is using a shared project parameter as the first grouping field (WIP or PUBLISHED). This is followed by the phase (Schedules may be created showing quantities per phase of the project). The Schedule Type is used as a grouping after than, and then finally the Category.

Autodesk, Micrographics, Revit, Schedules, Browser Organization

This is the result.

Autodesk, Micrographics, Revit, Schedules, Browser Organization

Finally, just like with Views, the Schedules can also have a View template applied to them.

Autodesk, Micrographics, Revit, Schedules, Browser Organization

Unlike views, however, one is not given the option to make new schedules dependent on a view template, but one must set the template explicitly from the properties of the Schedule.

Autodesk, Micrographics, Revit, Schedules, Browser Organization

If you need help setting up schedules and organizing them in the project browser, please contact Micrographics so we may be of assistance.

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