Creating a Room Finish Schedule in Revit Using Plan Data and View Templates for Accurate Detailing

Learn how to build a detailed room finish schedule in Revit using model data, finish plans, and view templates for clear, consistent documentation.

Discover the process of creating a room finish schedule with fields such as room number, name, and different finishes. Learn how to use this schedule to guide room finishes within a model, sort the schedule for easy use, and apply changes to your room finish schedule for consistency and accuracy.

Key Insights

  • The article provides detailed steps on how to create a room finish schedule, starting with tagging and locating finishes on elevations and plans. This process involves selecting various fields such as room number, name, floor finish, base finish, wall finish, ceiling finish, and ceiling height.
  • Sorting the schedule can be done in a way that is most logical, usually by number. Changes can always be made to the schedule as needed. Comments can also be added as a field at the end of the schedule for any necessary specifications or modifications.
  • The room finish schedule can be edited for better readability and accuracy. This includes changing fonts, applying an alternating gray and white stripe pattern, and outlining. Once the schedule is set up, room finishes can be added either directly from the schedule or from the finish plan for increased precision.

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Now that we have most of our finishes tagged and located on our elevations and plans, we're going to go ahead and create a room finish schedule. So to do that, we're going to go to our view tab, schedules, schedule quantities, and the category we're going to schedule here is room. So I'll just hit R on the keyboard and it drops me right down to railings.

And if I just scroll down a little bit, you can see I've got rooms here and I'll hit okay. And now this is where we pick the fields that we want. And so we're going to organize this schedule in a way that allows us to use the information that we have in our model and guiding it more towards finishes.

So the first thing I'm looking for here is room number. So I'm going to scroll down and look for number and then name. And now we can add the parameters for our different finishes.

And you can see there's a few different options here. So I'm going to grab floor finish, base finish, wall finish, ceiling finish, and then ceiling height. And so we've got all of these available fields for us.

And then I always like to put one on the end here for comments as well, in case there's any modifiers or anything that we want to specify within our schedule. And so we'll go from here and then we're going to jump over to sorting slash grouping. And then we're going to sort this in a way that makes sense, which in most cases is going to be by number.

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So this looks pretty good. We're going to go ahead and hit okay and take a look at what we get. And then we can always modify it from here.

One thing I wanted to point out is that this template model that we started with comes with a few different options here. So you can see when I look at the schedules, it's set up with typical, working, and none. And the one we just created gets dumped into this none category because this is sorted by a certain way to put it in for the different types.

And so if I were to click on one of these schedules here, you can see that this schedule has a schedule working view template applied to it, where if I go to the schedule typical, it has a schedule typical view template applied to it. And that is also something that's helping to control the sorting of this. And so for our room schedule here, which is this guy, I'm going to go ahead and set the schedule typical view template to that.

And you can see the two things that are being set up are the phase filter and appearance with appearance being included as part of this template. And so the elements that are part of this portion of the tab are what are going to control the location of and the appearance of our schedule. And so some of the things that we're seeing that are applied here are the stripe rows.

We're going to see an alternating gray and white on our schedule. And then we're also going to get a wide outline, thin lines here, and then a couple of things with titles and headers that are going to change the font. So I'm going to hit okay here, hit it again.

And so that gets applied and you can see the fonts change to bolder text. This became bold. And then we've got that gray, white alternating lines that I was just talking about.

And so now that we've got our schedule set up, we can take a look at our rooms. And this looks like a room that got placed but was removed from the project. And so where it says room name here, we named all the rooms that we have in our model that we want to keep.

So I'm going to click into that box and then I'll delete that row. And what this does is it removes it from the model. So this is similar to what we've done in previous courses.

But it's always important to note whenever you see this, this is being deleted forever. So it's not a hidden thing, it's going away. We're going to hit okay, because we know that's the case.

And now we can go through and we could add all the notes for the finishes that we're not we are having applied to this room. Now, you could do it all from the schedule here. But we can also do it from our finish plan.

If I was in my finish plan here, it might be a little easier because I do have that floor tag here. And if I were to hit TAB over my room, you can see how I get to that point where there's the X over it. You can see now it's selected the room.

And if I look at my parameters, on the side, you can see all the ones that we have added here. So I've got floor finish here. So I can add these from this point.

And so like wall finish is designated on our plan, not necessarily on the schedule. So I could just say paint so that we know that it's paint, same with ceiling. And then the base finish, we had a base noted on here, which is B1.

And so I could add that as well. And remember, tabs going to be your friend here when selecting these things. And so base finishes B1, which I think that's our finish everywhere.

And then you've got things like our ceiling finish, which we noted as paint. And then we also had ceiling height, which was a parameter that we added on here, which we know is nine foot, zero inches. And so if I were to jump back over to the room schedule, you can see all of those fields were added and included.

And so I can see which ones we can we can fill in from plan or we can just do it from the schedule. And so that's totally up to you which one you want to do it. But I think in the way that's going to be the fastest is probably from the schedule.

But the way that's going to be the most accurate is from a plan that you've already added. So you can see a lot of these things are the same across some of these rooms. But it does make it does make it a little bit easier to do it from the plan, just from the perspective of not making mistakes.

So it's like our study doesn't have that same LVT1 flooring. But I do know that the kitchen has all the same finishes as our living room and the same ceiling height. So I can easily just go in and add that here as well, so that they're all the same.

And so from there, we can do it for the bathroom and the closet, which those have the same finish. And then the bedroom and the study have a lot of the same finishes as well. So I'm going to pop back over to my finish plan.

And I'll take a look at, say, the bathroom or the closet, either one, because those are going to have the same finishes. And I can go in and I can add those same tags. If I look at it here, and I say base finish is they're all going to be B1.

We know that the ceiling finishes paint, wall finishes primarily paint, we do have some tile in there. But then our floor finish, in this case, is T1. And then I can set my ceiling height for this space to 8'6".

And that'll get me all the information I need here. And like I said before, you can easily go through and do the same thing while you're at it, you know, just adding them in at this point as well. And so I can just go through now that I've got those set up, they're really just drop downs at this point that I can add into there.

And then the same thing with the study and the bedroom, which will have the same finishes as the other ones, except for the one exception of the floor finish, which is going to be our carpet. But then all the other ones are the same. And so I could do that from here, like I've said a few times, or I could pop over to the schedule.

And I can change these in the schedule, which, like I said, it goes much faster in here. Because it's more like inputting data in Excel, versus having to work with the finicky properties palette, because if I were to move my mouse over, it'll kick me out and make it harder to work with. And so just adding in the rest of these categories here, we'll get that to be correct.

And then what I can do is I can take this information, make a couple edits. So it says condo room schedule, so I can change it to condo. And then I'm gonna just rename this to room finish schedule.

And so now I've got the condo room finish schedule, all set up. And then we'll take a look at creating a schedule for our finished 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.

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