• Revit

Create customized panel schedules

Create, edit, and apply panel schedule templates.


00:03

Rivet panel schedules are very useful

00:06

for capturing and verifying circuit information

00:09

and for driving changes in a project such as circuit and phase allocation,

00:14

the information contained in a panel schedule and the format

00:17

of the presentation is determined by a panel schedule templates

00:21

and those templates are part of the overall

00:24

project template.

00:26

The existing panel schedule templates can be

00:28

customized or duplicated to create additional templates.

00:32

For customization.

00:34

In this project,

00:35

we will review an existing panel schedule and then create a

00:39

duplicate of an existing template and investigate the presentation options.

00:44

After applying some changes,

00:46

the new panel schedule template will be introduced to the

00:49

project and used in place of the existing one.

00:54

Let's open and review the panel schedule for LP two.

00:59

There is a section at the top for entering text notes.

01:04

The schedule has a fixed number of single pole breakers currently set at 42

01:10

values have been added for the circuits connected to this panel

01:16

and the loads classifications are listed with values total at the bottom.

01:22

Because most of the information on the panel

01:24

schedule comes from the circuits in the project,

01:26

it's automatically populated and therefore updated

01:30

as the circuits are created and modified

01:33

from the manage tab of the ribbon.

01:35

Select the panel schedule templates, dropdown menu and select

01:40

manage templates

01:43

from here. Create a duplicate of the branch panel

01:50

and rename it branch panel commercial,

01:57

then select the new panel and make it the default.

02:02

All new panel schedules will now be created from this panel schedule template.

02:07

And any existing schedules can be set to use the new standard

02:11

select, OK. To close the window

02:15

from the manage tab of the ribbon, select the panel schedule templates,

02:19

dropdown menu

02:22

and select edit a template,

02:26

select and open the new template.

02:30

Let's start by editing the template to display

02:33

the number of elements on each circuit,

02:37

select the column

02:38

headed trip

02:39

and from the ribbon choose insert column

02:43

left of selected

02:47

a new column has now been added to either side and some adjustment is required

02:51

use the grips to alter the column width,

02:59

highlight the entire column to the left

03:02

and from the ribbon. Select edit borders,

03:08

then pick outside and inside

03:14

and repeat for the column on the other side of the template.

03:20

Next, we will add the parameter that will automatically complete this field.

03:25

When the panel schedule is in use,

03:28

select the first field below the column head.

03:31

Then from the parameters panel, select the add parameter,

03:35

dropdown menu and choose number of elements,

03:42

select the text in the column head and

03:45

edit the title to number of connected elements.

03:54

Then

03:55

set each of the cells to center, horizontal alignment

04:03

and bottom vertical alignment.

04:09

Finally edit the font to make the text bold to match the rest of the column heads

04:28

from the ribbon select set template options

04:32

in the general settings,

04:33

we see the value for the number of slots that will be displayed in the panel schedule,

04:38

change the option to variable so that the schedule will only show

04:41

the number assigned to the panel rather than the number set here.

04:46

The options found in circuit table include the column header, text orientation

04:53

and the format in which the loads will be presented in the panel schedule.

04:59

Leave this set to loads in split columns by phase.

05:04

And finally, options for the display of unused phases.

05:08

For panels that are not three phase

05:12

within the load summary area,

05:14

we can decide whether to show in the panel schedule

05:17

only the loads that are connected to the panel.

05:19

In which case, all loads in the right hand column are considered.

05:23

And in the order set by using the move up and move down options

05:28

or a constant set of load classifications.

05:31

In this case,

05:32

we can choose which loads are to be included and

05:35

in which order they will appear in the finished panel schedule

05:40

select, ok to close the window,

05:43

select finish template from the template, editor panel to return to the project

05:51

to apply the new template, select change template from the ribbon,

05:57

select the commercial template and choose OK,

06:03

read the message and select a yes.

06:07

The new template has been applied

06:10

and the change is clear to see,

06:12

select the panel schedule from the screen

06:16

and edit the property for the maximum number of single pole breakers to 24

06:25

and see the panel schedule update accordingly.

06:29

Editing an existing or duplicated panel schedule,

06:32

gives you access to a range of presentation options to

06:35

suit your preference for the appearance of panel schedules.

06:39

A standard which can be used across multiple projects and delivery teams

06:44

from additional fields of data to the general display of information,

06:48

creating custom panel schedules can assist in the way electrical distribution is

06:52

reviewed and can improve the clarity of important information in your project.

Video transcript

00:03

Rivet panel schedules are very useful

00:06

for capturing and verifying circuit information

00:09

and for driving changes in a project such as circuit and phase allocation,

00:14

the information contained in a panel schedule and the format

00:17

of the presentation is determined by a panel schedule templates

00:21

and those templates are part of the overall

00:24

project template.

00:26

The existing panel schedule templates can be

00:28

customized or duplicated to create additional templates.

00:32

For customization.

00:34

In this project,

00:35

we will review an existing panel schedule and then create a

00:39

duplicate of an existing template and investigate the presentation options.

00:44

After applying some changes,

00:46

the new panel schedule template will be introduced to the

00:49

project and used in place of the existing one.

00:54

Let's open and review the panel schedule for LP two.

00:59

There is a section at the top for entering text notes.

01:04

The schedule has a fixed number of single pole breakers currently set at 42

01:10

values have been added for the circuits connected to this panel

01:16

and the loads classifications are listed with values total at the bottom.

01:22

Because most of the information on the panel

01:24

schedule comes from the circuits in the project,

01:26

it's automatically populated and therefore updated

01:30

as the circuits are created and modified

01:33

from the manage tab of the ribbon.

01:35

Select the panel schedule templates, dropdown menu and select

01:40

manage templates

01:43

from here. Create a duplicate of the branch panel

01:50

and rename it branch panel commercial,

01:57

then select the new panel and make it the default.

02:02

All new panel schedules will now be created from this panel schedule template.

02:07

And any existing schedules can be set to use the new standard

02:11

select, OK. To close the window

02:15

from the manage tab of the ribbon, select the panel schedule templates,

02:19

dropdown menu

02:22

and select edit a template,

02:26

select and open the new template.

02:30

Let's start by editing the template to display

02:33

the number of elements on each circuit,

02:37

select the column

02:38

headed trip

02:39

and from the ribbon choose insert column

02:43

left of selected

02:47

a new column has now been added to either side and some adjustment is required

02:51

use the grips to alter the column width,

02:59

highlight the entire column to the left

03:02

and from the ribbon. Select edit borders,

03:08

then pick outside and inside

03:14

and repeat for the column on the other side of the template.

03:20

Next, we will add the parameter that will automatically complete this field.

03:25

When the panel schedule is in use,

03:28

select the first field below the column head.

03:31

Then from the parameters panel, select the add parameter,

03:35

dropdown menu and choose number of elements,

03:42

select the text in the column head and

03:45

edit the title to number of connected elements.

03:54

Then

03:55

set each of the cells to center, horizontal alignment

04:03

and bottom vertical alignment.

04:09

Finally edit the font to make the text bold to match the rest of the column heads

04:28

from the ribbon select set template options

04:32

in the general settings,

04:33

we see the value for the number of slots that will be displayed in the panel schedule,

04:38

change the option to variable so that the schedule will only show

04:41

the number assigned to the panel rather than the number set here.

04:46

The options found in circuit table include the column header, text orientation

04:53

and the format in which the loads will be presented in the panel schedule.

04:59

Leave this set to loads in split columns by phase.

05:04

And finally, options for the display of unused phases.

05:08

For panels that are not three phase

05:12

within the load summary area,

05:14

we can decide whether to show in the panel schedule

05:17

only the loads that are connected to the panel.

05:19

In which case, all loads in the right hand column are considered.

05:23

And in the order set by using the move up and move down options

05:28

or a constant set of load classifications.

05:31

In this case,

05:32

we can choose which loads are to be included and

05:35

in which order they will appear in the finished panel schedule

05:40

select, ok to close the window,

05:43

select finish template from the template, editor panel to return to the project

05:51

to apply the new template, select change template from the ribbon,

05:57

select the commercial template and choose OK,

06:03

read the message and select a yes.

06:07

The new template has been applied

06:10

and the change is clear to see,

06:12

select the panel schedule from the screen

06:16

and edit the property for the maximum number of single pole breakers to 24

06:25

and see the panel schedule update accordingly.

06:29

Editing an existing or duplicated panel schedule,

06:32

gives you access to a range of presentation options to

06:35

suit your preference for the appearance of panel schedules.

06:39

A standard which can be used across multiple projects and delivery teams

06:44

from additional fields of data to the general display of information,

06:48

creating custom panel schedules can assist in the way electrical distribution is

06:52

reviewed and can improve the clarity of important information in your project.

Step-by-step guide

Create, edit, and apply panel schedule templates.

  1. Open the project E02_01.rvt. Ensure the current view is Lighting > Floor Plans > 1 – Lighting.
  2. In the Project Browser, open the Panel Schedule LP-2.

The top-left corner of the Revit interface showing the Project Browser open and the 1 – Lighting floor plan open in the drawing area.

  1. In the Manage tab of the ribbon, expand the Panel Schedule Templates drop-down and select Manage Templates.

A portion of the Revit interface showing the Manage ribbon with the Panel Schedule Templates drop-down open and Manage Templates being selected, with the Branch Panel: LP-2 schedule open in the Modification window.

  1. In the Manage Panel Schedule Templates dialog box, click Duplicate.
  2. In the popup, rename the duplicate “Branch Panel Commercial”.
  3. Click OK.

The Manage Panel Schedule Templates dialog open in the background, with the Duplicate Panel Schedule Template popup open in front of it, the duplicated panel schedule renamed to “Branch Panel Commercial,” and OK being selected.

  1. Under Templates, select the new branch panel and then click Make Default.
  2. Click OK.
  3. In the Manage tab of the ribbon, Panel Schedule Templates drop-down, select Edit a Template.
  4. In the Edit a Template dialog box, select the Branch Panel Commercial template.
  5. Click Open.

The Edit a Template dialog, with Branch Panel Commercial (Default) highlighted as the selected template, and Open being selected.

  1. In the Modification window, select the Trip column heading.

A portion of the table in the Modification window, with the Trip column heading selected and highlighted in blue.

  1. In the ribbon, Columns and Rows panel, expand Insert Column and select Left of Selected.

A new column is added to both sides of the panel schedule template.

  1. Use grips to adjust the column widths.

A portion of the table in the Modification window, with the new columns added and the column widths being adjusted.

  1. Highlight the new column on the left side of the template.
  2. From the ribbon, Cells tab, click Edit Borders.
  3. In the Edit Borders dialog box, under Cell, select Outside and Inside.
  4. Click OK.
  5. Highlight the new column on the right side of the template and repeat steps 16 – 18.
  6. Select a blank data cell from one of the new columns.
  7. In the ribbon, from the list of available parameters in the drop-down, choose Number of Elements.

A portion of the Revit ribbon and Modification window, with the Add Parameter drop-down open and Number of Elements selected, and one of the cells from the new left-side column highlighted in red as having been selected.

All data fields in both new columns autofill.

  1. Edit the column heads to read “Number of Connected Elements”.
  2. Select the column heading text.
  3. From the Text panel, select Horizontally Align > Center and Vertically Align > Bottom.
  4. Select the text again.
  5. Click Edit Font.
  6. Select Bold.
  7. Click OK.

A portion of the Revit ribbon and Modification window, with the Edit Font button on the ribbon highlighted in red, and the Edit Font dialog box open in front of the table, with the font set to Arial, Bold, and black and OK being selected.

  1. From the ribbon, click Set Template Options.
  2. In General Settings, under Number of slots shown, select Variable based on max number of single pole breakers.

The Set Template Options dialog, with the radio button of the Variable based on max number of single pole breakers option selected.

  1. Optionally, explore the Circuit Table and Loads Summary options.
  2. Click OK.
  3. In the ribbon, click Finish Template.

To apply the new template to the project:

  1. From the ribbon, click Change Template.
  2. In the Change Template dialog box, choose the Branch Panel Commercial template.

The Change Template dialog box open in front of the Modification window, with the Branch Panel Commercial (Default) template highlighted as selected, and OK being clicked.

  1. Click OK.
  2. Read the message and click Yes. The new template is applied.

The Modification window, with the Branch Panel: LP-2 schedule open, and the new template applied.

  1. In Properties, change the maximum number of single pole breakers to 24.

A portion of the Modification window, with the Branch Panel: LP-2 schedule open and in the adjacent Properties panel, the Max Number of single pole breakers set to 24.

The panel schedule updates accordingly.

  1. Save the project.
Was this information helpful?