Video: Calculate Totals in a Schedule

When creating a schedule, calculate and display amounts and total element costs or a grand total cost of all elements.

This video demonstrates the following:

  1. Create a schedule of model elements.
  2. Add fields to the schedule, then sort and group them.
  3. Move fields to the order in which you want them to display in the schedule.
  4. Add the Count field to the schedule to see the amount of each element in the model.
  5. Display the total cost of all of a particular element.
  6. Calculate total cost for all model elements.
Note: This video was recorded using Revit 2015. When using a newer software release, you may notice differences in functionality and user interface.

Transcript

Information in a schedule can be sorted and grouped in a number of ways, including a grouped or itemized list of elements in a model, or a calculated total of information, such as area or cost amounts.

First, create a schedule of the elements in the project. In this example, a furniture schedule is created. Add the fields to the schedule. In addition to adding fields associated with the furniture, you can add fields associated with the room where the furniture is placed. Add the room number and the room name. Use the Move Up and Move Down buttons to place the fields in the order they should display in the schedule.

On the Sorting/Grouping tab, choose to sort by the room number. Select Blank line to add a blank line in the schedule between the different groups of room numbers. Click OK to complete the basic schedule.

The resulting schedule includes a line for every item in the project. The similar items can be grouped further. In the Properties palette, select Sorting/Grouping. Add an additional sorting parameter to group by the family name. Then clear the check mark next to Itemize every instance, and click OK. To see the amounts of each element placed in the model, add the Count field to the schedule. The cost indicated still reflects the cost of one element. You can specify to calculate a total, so that the total cost for each row is calculated. Click Formatting on the Properties palette. Select the Cost field, and under Field formatting, select Calculate totals.

To calculate the total cost for all elements in the model, check the Sorting/Grouping tab and select Grand totals. Grand totals for columns in the schedule will be calculated. Use the drop-down to control which grand totals are displayed. If required, enter a custom title for the totals.