Creating a Finish Specification Schedule Using Drafting Views and Type-Based Finish Tags in Revit

Set up a finish specification catalog in Revit using drafting views, type parameters, and custom tags to organize and schedule project materials efficiently.

Discover how to create a finish specification schedule using drafting views in project planning. Learn the step-by-step process of creating tags for different finishes like paint, flooring, base material, wall tile, millwork, and more, and how to manage them using type parameters.

Key Insights

  • The article explains how a drafting view can serve as a catalog for all the finishes used in a project. This can be created by going to the drafting view, saving, creating a new one, and naming it 'finish specifications'.
  • Generic annotations for finishes are placed in the drafting view. This finish tag is used on all plan and elevation views. The article illustrates this process using different finishes such as paint colors, flooring types, base material, wall tile, millwork, and more, each marked with a unique tag.
  • These tags are type parameters that allow for easy management of the finishes. The article discusses creating a schedule with all the parameters to fill out the finish specifications later. The importance of creating a type for each finish is emphasized to aid in future project management.

This lesson is a preview from our Revit for Interior Design Course Online (includes software) and Interior Design Professional Course Online (includes software & exam). Enroll in a course for detailed lessons, live instructor support, and project-based training.

So to create our finish specification schedule, we're gonna do two things. So the first thing I wanna do is I'm actually gonna create a drafting view. And the drafting view is gonna serve as kind of like the catalog of all of the finishes that we're gonna use within the project.

So what I'm gonna do is I'm just gonna go to drafting view and you always might as well save, right? And then we'll create a new one. The scale doesn't really matter that much, but for some reason I can't help myself but change it to quarter inch. And we'll go ahead and call this finish specifications and hit okay.

And drafting views are just blank spaces that we can use to put anything in there. And in our case here, we're gonna wanna put our generic annotation for finishes in there. So this is gonna be the finish tag that we used on all of our plan and elevation views.

And so go to the annotate tab and pick on symbol here. And you can see we've got one here. It's just the generic tag.

So for this, what we wanna do is we wanna make sure that these are all type parameters. And you can see there's just the one there. And so what I'll do is I'll select it.

Learn Interior Design

  • Nationally accredited
  • Create your own portfolio
  • Free student software
  • Learn at your convenience
  • Authorized Autodesk training center

Learn More

I'm gonna go ahead and hit edit type and duplicate. And then I'm gonna just go from top to bottom. So I'll just pick my paint color.

So P dash one. I hit okay. Hit okay again.

And so this one will be P dash one. Because I definitely want these to align. And so we've got the three different paint colors.

So P one, two, and three. These values within the tag are instance parameters. So that's why I'm able to change that.

But I wanna make sure I have a type for each one. And you'll definitely see why here in a second. So I'll make that one P two.

Edit type. Duplicate. And that'll be P three.

And then we'll move into our flooring. And I'll just kind of leave a gap in between the two. We can even do it like this in rows as well if that helps.

And things that just help organize your views. You know, I can say, whoops. Paints.

Right, just by adding a text note sort of like that. And then I can copy it over. This is all just totally up to you on how you wanna organize your drafting view.

But this just makes it easier for you to find stuff later. And so this one's LVT dash one because that's one of the floorings we're using. And I'll do the same thing.

Edit type. Duplicate. LVT dash one.

And I'm gonna go through and do this for all of our flooring types. We add the LVT type. Then we've got our tile.

So T dash one. And then we've got our carpet. And edit type.

Duplicate after each one. And so there's our paint. Our flooring.

And I could literally just copy this one over. And then my base material. Which we've only got one.

But I can, again, do the same thing. Duplicate. B dash one.

And what we're doing here is we're setting up the framework for our finish specifications. Because what we'll do is we'll tell it to schedule these tags. And then once we have all the parameters associated with them, right now there's no parameters associated with it.

But once we have all the parameters associated with it, we can go through and have it schedule that information so that it's nice and easy to manage with the different type parameters. And just need to make sure I got that one. I did.

Okay. And so this will be our wall tile. And just remembering to go in and create the type parameter for each one.

And then the last one will be our millwork. Which is gonna be ST dash one. And then we've got W dash one for our wood veneer.

I'm gonna change this to trim actually. And this will also have our crown molding. And add that one in there.

And that gets us the legend of all of our materials. So this is the finish specifications drafting view. And from here we can then go in and create the schedule with all the parameters that we're gonna use to then fill out the finish specifications.

photo of Richard Hess

Richard Hess

Richard Hess is an accomplished designer with over 23 years’ expertise in architecture, interior, and furniture design. He obtained his Bachelor’s Degrees in Architecture and Interior Architecture from Auburn University before pursuing a Master of Architecture at NewSchool of Architecture & Design, where he graduated top of his class. Currently, Richard serves as the Director of Career Services at his alma mater, while teaching thesis and portfolio courses, equipping graduates for careers in the ever-evolving field of architecture and interior design.

More articles by Richard Hess

How to Learn Interior Design

Develop the skills to create functional and aesthetically pleasing interior spaces.

Yelp Facebook LinkedIn YouTube Twitter Instagram