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Mastering Revit Schedules (+ Dynamo)

Mark Thompson

Autodesk Revit models and the elements within contain a large amount of data, both built-in and user-editable, that can be extracted, tabulated and presented in the form of schedules.

This course will demonstrate the basics of creating schedules, choosing and formatting the data to be displayed, then presenting the resulting information in the form of drawings or alternative exports.

As the course develops you will learn more complex functionality to help you manage not only the schedules themselves but also the information within your Revit model.

Read more

Autodesk Revit models and the elements within contain a large amount of data, both built-in and user-editable, that can be extracted, tabulated and presented in the form of schedules.

This course will demonstrate the basics of creating schedules, choosing and formatting the data to be displayed, then presenting the resulting information in the form of drawings or alternative exports.

As the course develops you will learn more complex functionality to help you manage not only the schedules themselves but also the information within your Revit model.

The final bonus section of the course will cover using Dynamo (the visual programming platform) for schedule management.

Focusing on schedules for architectural elements, the topics covered can be applied to the AEC other disciplines.

You'll also gain exclusive access to an AI assistant powered by OpenAI's custom GPT (requires ChatGPT Plus subscription). This means you can ask any questions about the course and get instant, insightful answers; making your learning journey smoother and more engaging than ever. This course is independent of Autodesk, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by Autodesk, Inc.

Autodesk, the Autodesk logo, Autodesk Revit are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document.  2024 Autodesk, Inc. All rights reserved.

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What's inside

Learning objectives

  • How to create revit schedules from scratch, editing them to suit their needs, presenting them ready for issue
  • Additional functionality and tips and tricks with using schedules
  • Additional dynamo functionality to work alongside revit schedules
  • Covering the latest version - revit 2024

Syllabus

Installing Revit
Introduction
Introduction & Course Objectives
Intelligent Models
Read more
Using the Course Resources
Creating a Basic Schedule
Create a Schedule & Adding Fields
Filters
Sorting & Grouping
Formatting
Place Schedule on a Sheet
Appearance
Further Topics
Zoom In and Out of Schedules
Editing Data
Combined Parameters
Calculated Values - Part 1
Conditional Formatting
Calculating Totals
Calculated Values - Part 2
Exporting the Schedule
Modifying the Appearance Further
Adding Images to Schedules
Key Schedules
Design Options
View Templates
Selecting Elements from a Schedule
Including Linked Models
Other Types of Schedules
Multi-Category Schedules
Filter Schedules By Sheet
Door Schedules / Adding Additional Parameters
Splitting Schedules
Calculated Parameters - Part 3
Material Takeoffs
Area Schedules
Sheet Lists
View Lists
*BONUS* Dynamo & Schedules
Introduction to Dynamo
Create a Room Schedule
Importing a Client Room Brief / Programme
Export Multiple Schedules
Summary
Watch Points

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Focuses on schedules for architectural elements, but the topics covered can be applied to other disciplines within Architecture, Engineering, and Construction
Teaches how to extract, tabulate, and present data from Revit models in the form of schedules, which is a core workflow for BIM management
Covers the latest version of Revit (2024), ensuring learners are up-to-date with the software's current features and capabilities
Includes a bonus section on using Dynamo for schedule management, which can help learners automate and streamline their workflows
Requires a ChatGPT Plus subscription to access the AI assistant, which may be an additional cost for some learners
Teaches how to create schedules from scratch, edit them, and present them, which develops core skills for documentation and BIM management

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Mastering Revit Schedules (+ Dynamo) with these activities:
Review Revit Fundamentals
Reinforce your understanding of Revit's core concepts before diving into schedules. A solid foundation will make advanced topics easier to grasp.
Show steps
  • Open and navigate existing Revit projects.
  • Create basic walls, doors, and windows.
  • Modify element properties and parameters.
The Revit Pocket Guide
Use this book as a quick reference guide to better understand Revit workflows.
View Putting Knowledge to Work on Amazon
Show steps
  • Read the chapters related to schedules and data management.
  • Refer to the guide when encountering unfamiliar Revit features.
Create Schedules for Sample Projects
Practice creating schedules for different types of elements in sample Revit projects. This will help you become more comfortable with the schedule creation process.
Show steps
  • Download sample Revit projects from Autodesk or other sources.
  • Create schedules for walls, doors, windows, and rooms.
  • Experiment with different filters, sorting, and formatting options.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Mastering Autodesk Revit 2024
Use this book to expand your knowledge of Revit and learn advanced scheduling techniques.
View Putting Knowledge to Work on Amazon
Show steps
  • Read the chapters related to schedules, parameters, and Dynamo.
  • Complete the exercises and tutorials in the book.
Document Schedule Creation Workflow
Create a step-by-step guide (blog post, video tutorial, etc.) on creating a specific type of Revit schedule. This will solidify your understanding and help others.
Show steps
  • Choose a specific type of schedule (e.g., door schedule, room finish schedule).
  • Record your screen while creating the schedule in Revit.
  • Add narration or text annotations to explain each step.
  • Share your guide on a relevant online platform.
Automate Schedule Updates with Dynamo
Use Dynamo to automate a repetitive task related to Revit schedules, such as updating parameter values or exporting data. This will demonstrate your understanding of both Revit and Dynamo.
Show steps
  • Identify a repetitive task related to Revit schedules.
  • Research Dynamo nodes that can perform the task.
  • Create a Dynamo script to automate the task.
  • Test your script on a sample Revit project.
Contribute to a Revit API Project
Find an open-source Revit API project related to schedule management and contribute code, documentation, or bug fixes. This will demonstrate your advanced Revit skills and contribute to the community.
Show steps
  • Search for open-source Revit API projects on GitHub or other platforms.
  • Identify a project related to schedule management or data extraction.
  • Review the project's documentation and code.
  • Contribute code, documentation, or bug fixes to the project.

Career center

Learners who complete Mastering Revit Schedules (+ Dynamo) will develop knowledge and skills that may be useful to these careers:
Architectural Drafter
An Architectural Drafter creates technical drawings and plans for buildings and structures, often utilizing software like Revit. This course on Mastering Revit Schedules is particularly helpful in producing detailed schedules of architectural elements. The ability to extract, tabulate, and present data from Revit models, as covered in the course, will allow the drafter to accurately document critical information for construction projects, including materials, quantities, and specifications. The course also covers formatting and presentation of schedules, as well as more advanced data management techniques, and the use of visual programming with Dynamo, which will further enhance an Architectural Drafter's capabilities.
See salaries and explore the career path for Architectural Drafter
Structural Drafter
A Structural Drafter creates detailed drawings and plans of structures such as bridges and buildings, and Revit is a common tool for this. The ability to extract, tabulate and present data via schedules, as taught in this course, will be very useful for this role. The course shows how to create schedules, filter data, and format project information. The Structural Drafter benefits from this knowledge, as they require detailed information to create accurate plans. This course will show the Structural Drafter how to use Dynamo, which is an added benefit for managing model information.
See salaries and explore the career path for Structural Drafter
BIM Coordinator
A BIM Coordinator leads the implementation and management of Building Information Modeling processes within a project or organization, and an understanding of the processes taught in this course is certainly helpful. The course's focus on Revit schedules helps the BIM Coordinator to manage data and produce quality BIM deliverables. The course highlights how to create, format and present schedules, which will allow the coordinator to better audit models for compliance. The course covers additional functionality to help a BIM Coordinator manage information for a project. The Dynamo section will be especially valuable to a BIM Coordinator looking to automate tasks.
See salaries and explore the career path for BIM Coordinator
Architectural Designer
An Architectural Designer develops the aesthetic and functional design of buildings, often using Revit to create detailed models. This course will help a designer by teaching how to efficiently generate schedules from Revit models. The course explains how to extract, format, and present data which allows for better communication and collaboration with engineers and other stakeholders. The course covers detailed information such as material takeoffs, view lists, and door schedules, which can help an Architectural Designer in the design process. The bonus section on Dynamo is a valuable resource for managing more complex data sets.
See salaries and explore the career path for Architectural Designer
Building Information Modeling Technician
A Building Information Modeling Technician develops and manages building information models, and this role heavily relies on the use of software such as Revit. This course provides specific training on generating Revit schedules, which are essential for extracting and organizing detailed information from the model. The course covers the creation, formatting, and presentation of schedules, which allows a BIM Technician to efficiently manage data for stakeholders. The module on Dynamo for schedule management is an added benefit, enabling more advanced data manipulation. This course may help those looking to optimize their workflows and improve data extraction from Revit models.
See salaries and explore the career path for Building Information Modeling Technician
Construction Manager
A Construction Manager oversees the planning, coordination, and execution of construction projects. This course on Revit schedules will help the role to extract and manage crucial construction information. The course teaches how to create schedules, filter data, and manage data within a model, which are all key for this role. The course also covers the use of calculated values and material takeoffs, which are valuable to a Construction Manager for tracking the progress of a project. The module on Dynamo will allow the Construction Manager to take their management of project data even further.
See salaries and explore the career path for Construction Manager
CAD Technician
A CAD Technician creates technical drawings using computer-aided design software, and a course focused on Revit schedules can help with this. The technician needs detailed material and quantity information for their drawings. This course shows how to extract, tabulate, and format data within schedules. This course teaches how to use Revit's scheduling features, which helps a CAD technician to create comprehensive and accurate drawings. The course covers advanced topics like conditional formatting and calculated parameters, which will further enhance the efficiency of a CAD Technician.
See salaries and explore the career path for CAD Technician
Construction Estimator
A Construction Estimator is responsible for calculating the costs of construction projects, and this requires accurate data from architectural and engineering drawings. This course, focusing on Revit schedules, helps with the ability to extract and organize crucial data from Revit models. The course teaches how to efficiently create schedules and organize information which assists with the estimator's work to determine material quantities and other critical parameters needed for cost estimation. The course introduces tools to help manage and refine the information, such as calculated parameters and conditional formatting, which may be helpful to a Construction Estimator seeking to work more efficiently.
See salaries and explore the career path for Construction Estimator
Project Manager
A Project Manager in construction or architecture oversees all aspects of a project from initial design to completion. Revit schedule functionality is vital for managing materials, costs and project timelines. A course in Revit schedules helps the project manager to extract and organize the necessary data to keep track of relevant project information. The course emphasizes the use of key schedules, data filters and design options, which aid Project Managers in their need to effectively monitor and control project components. The course also introduces Dynamo, which may be useful for managing complex data sets.
See salaries and explore the career path for Project Manager
Interior designer
An Interior Designer plans and designs interior spaces. Often they need to specify materials, furniture, and fixtures. Revit schedules, as explained in this course, greatly aid in this, allowing for the extraction and organization of information about the components of a building. The course teaches how to create, format and present schedules, which aids the designer in keeping track of all the different elements in a design. This course introduces key schedules, conditional formatting and the use of exported files, which can be very useful to an Interior Designer seeking to organize complex information.
See salaries and explore the career path for Interior designer
Civil Drafter
A Civil Drafter develops plans and drawings for civil engineering projects, and this course in Revit schedules may be helpful. Using schedules to organize information extracted from models is a key skill for this work. The course covers how to format and present this information. A Civil Drafter uses this data to help with planning and documentation, and learning how to manage and work with this data through Revit schedules can help the Civil Drafter. The course's bonus module on Dynamo for schedule management is useful for a Civil Drafter looking to enhance their work with data.
See salaries and explore the career path for Civil Drafter
Quantity Surveyor
A Quantity Surveyor manages and oversees the cost and contract of construction projects, and an understanding of Revit schedules may be useful for this work. This role requires the management of material quantities, labour costs and other resources. This course helps to organize data extracted from a Revit model, and the course details how to create and manage this data. The course highlights methods for calculating totals and conditional formatting of data. The course also includes a bonus section on Dynamo, which may be useful to a Quantity Surveyor seeking to manage project information.
See salaries and explore the career path for Quantity Surveyor
Facility Manager
A Facility Manager is responsible for the maintenance and operations of buildings, and the Revit Schedule course may be helpful in their work. Understanding how to manage detailed information from building models allows for better performance of the role. This role requires the management of spaces and equipment and the course information helps with the organization of this information. Understanding how to create, edit, and export schedules, as taught in the course, can improve a Facility Manager's ability to track and manage data. The course covers schedules for areas and views, which can aid in this work.
See salaries and explore the career path for Facility Manager
Design Engineer
A Design Engineer uses technical skills and design principles to create innovative products or systems. This course on Revit schedules may be useful as it can help with the management of complex project data. The course teaches skills in data extraction, formatting and presentation, which are important in this role. This class shows how to create and modify schedules, and manage linked models, which is useful for a Design Engineer who is working within a team. The course also covers Dynamo to further improve data management.
See salaries and explore the career path for Design Engineer
Sustainability Consultant
A Sustainability Consultant advises on energy efficiency and environmental impact. This role requires an understanding and management of the components of a building project. Understanding how to utilize Revit schedules may help with gathering and organizing information from building models. This course covers methods for extracting, presenting and managing data, which would aid this role. The course may be useful to a Sustainability Consultant seeking to analyze and manage building data.
See salaries and explore the career path for Sustainability Consultant

Reading list

We've selected one books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Mastering Revit Schedules (+ Dynamo).
Cover image
Putting Knowledge to Work
Save
Provides a concise overview of Revit's features and workflows. It handy reference for quickly looking up commands and best practices. It is especially useful for understanding the relationships between elements and data within a Revit model. This book great companion to the course.
Putting Knowledge to Work
Paperback
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Putting Knowledge to Work
Kindle Edition
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Effort
4 total hours
Via
Udemy
Instructor
Mark Thompson
Language
English
Good to know
Focuses on schedules for architectural elements, but the topics covered can be applied to other disciplines within Architecture, Engineering, and Construction
Teaches how to extract, tabulate, and present data from Revit models in the form of schedules, which is a core workflow for BIM management
Covers the latest version of Revit (2024), ensuring learners are up-to-date with the software's current features and capabilities
Includes a bonus section on using Dynamo for schedule management, which can help learners automate and streamline their workflows
Requires a ChatGPT Plus subscription to access the AI assistant, which may be an additional cost for some learners
Teaches how to create schedules from scratch, edit them, and present them, which develops core skills for documentation and BIM management
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