Panel Schedule Workflow

Before generating panel schedules, you should set up load classifications, demand factors, and panel schedule templates. These items should be a part of the default electrical project.

In Revit, the process of customizing and creating panel schedules is as follows.

1. Set up load classifications. See Load Classifications.
2. Set up demand factors. See Demand Factors.
3. Assign demand factors to load classifications. See Load Classifications.
4. Assign load classification to family connectors. See Specifying a Load Classification for an Electrical Connector.
5. Format the panel schedule templates. See Editing Panel Schedule Templates.
6. Create panel schedules. See Creating Panel Schedules.
7. View panel schedules. See Opening and Viewing Schedules.
8. Manage loads on panels. See Managing Circuits.