Organizing Schedules for Clarification and Analysis

Organizing Schedules for Clarification and Analysis - Exercise

In this exercise you will modify an existing schedule using  the options in the Schedule Properties tabs to organize it and make it more understandable. Then you will duplicate the schedule and use Conditional formatting to analyze which systems are and are not working in the project.

Task 1: Organize Schedule Information

1.    Open the Small Medical Center-Flow.rvt project. It should open in the Duct System Schedule view. 

2.    In Properties, beside Fields click Edit…

3.    In the Schedule Properties dialog box, Fields tab, in the Available Fields list select Comments and add it to the end of the Scheduled Fields, as shown below.


4.    Click the Filter tab and expand the Filter by drop-down list. You can filter by any field that has been added to the schedule. Do not add a filter.


5.    Click on the Sorting/Grouping tab.

6.    Sort by System Classification and select Header and then by System Name, as shown below.


7.    Click OK.

8.    The elements are now  grouped together by System Classification and the information is in alpha-numerical order as shown below.


9.     Right-click on the System Classification column and click Hide Columns.

10. Review the System Names. Modify the name shown below on the left so that it fits in the right order, as shown on the right.


11.In Properties, beside Formatting, click Edit…

12.Review the information in the Formatting tab.

13.Select System Classification and notice that Hidden field is selected, as shown below.


14.Click on the Appearance tab, you can setup the look of the schedule on a sheet. For example, change the Title text to ¼” Arial, as shown below.


15.Click OK.3

16.The text size increase in the schedule view.

17.Open the M601 – Mechanical Schedules sheet. The title text size and order of the cells updated on the sheet as well.

Task 2: Format the schedule for analysis

1.    In the Project Browser, right-click on Duct System Schedule and select Duplicate View>Duplicate.

2.    Rename the new schedule Duct System Analysis.

3.    Open Schedule Properties, Formatting tab.

4.    In the Fields list, select Flow.

5.    Select Conditional Format…

6.    Set up the Condition:  Flow Less Than or Equal to 0CFM and set the Background Color to Red, as shown below.

7.    Click OK to close both dialog boxes.

8.    There are numerous places where the Flow is 0. Either no one has run analysis on these systems in the model or it simply isn’t modeled very well. Whichever way it is, some work is needed in the model.


9.    Create another Conditional Format where the Number of Elements is Equal To 1. Assign a different color, as shown below,  and click OK to close the dialog boxes.


10.Review the systems and notice where the formatting displays potential issues, as shown below. For example, the Mechanical Exhaust Air 2 has only one element which is a Hot Water Heater.


11.Open Mechanical HVAC> Floor Plans< 02 2nd Floor HVAC Plan and zoom in on the hot water heater, as shown below. The Hot Water Heater is not connected into the 2nd floor exhaust system.


12.Select the  Hot Water Heater, in the Modify | Mechanical Equipment tab, Layout panel click Connect Into.

13.In the Select Connector dialog box, select Connector 4: Exhaust Air, as shown below, and click OK.

14.Select the nearby exhaust duct (green).

15.The Hot Water Heater is connected to the duct, as shown below. A warning displays signifying there could be some issues with the connection. If you have time you can correct that issue.


16.Switch back to the schedule. You can see that the mechanical Exhaust Air 2 system is gone and the Number of Elements in DOAS Second Floor is now set to 32.


17.If you have time and knowledge of duct systems in Revit you can continue to modify the elements in the project until all the issues are corrected.

18.Save the project.