Discover how to incorporate keynotes into your project using a keynote legend and understand its various features. Learn how to filter, sort, and group by key value, modify the formatting and appearance, and place the keynotes for better project management.
Key Insights
- To integrate keynotes into your project, start by creating a keynote legend via the View tab under Legends. Here, you can customize the name and the keynote values and texts.
- You can filter your keynotes by sheets to avoid a confusing mix of keynotes on every sheet. This feature allows only the keynotes placed on specific sheets to be shown, thereby enhancing organization and reducing confusion.
- You can add keynotes to elements like elevators or columns in your project using the Annotate tab. However, caution is advised when using this feature to avoid overriding the settings of other users in a group environment.
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The first thing that we're going to want to do to get our keynotes into our project is to create a keynote legend. If we go to our View tab, we have Legends and then Keynote Legend, and these are pretty easy to create. We can leave the name however we want, and then we can go in and they pretty much just tell you, hey, it's going to be Keynote Value and Keynote Text.
If we go over to the next tab here, we want to make sure it filters by sheet because we don't want all of our keynotes to show on every single sheet. If we say filter by sheet, then what it'll do is it'll only show the ones that have been placed on that sheet, which is very nice. If you've ever done this in AutoCAD or any other manual software, then you don't have to worry about having this weird, exhaustive list on every single sheet and not understanding which ones are being placed or not.
So this is a nice little QC feature for us. Sorting and grouping is going to be by key value automatically, and then formatting and appearance are just like any other schedule. We can make this look however we want, and you'll see that as we start to place the keynotes.
So I'm going to hit OK here. It's going to show me the schedule. No keynotes have been placed yet, so none of them are actually showing up in here.
But if we were to go over to our site plan, actually, let's start at our floor plan, and then we'll take a look at the site plan, and you'll see why we're making that last-minute switch here in a second. But if I wanted to add a keynote for, like, my elevator or something like that, then I can go to my Annotate tab, and then I can go to Keynote, and when I click on the bottom side here, you can see I've got Element, Material, and User. They all three reference different things, so an element keynote would be the type parameter of the keynote.
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So let's say I went to Element Keynote, and I added an element keynote to this curtain wall type here, which is CurtainWall1, and I went to my floor plan notes, maybe it's on the elevation notes, and I just picked Storefront for whatever reason here, right? And now I've got E01 on my project. If I were to click on this CurtainWall1 element and go to Edit Type, you can see that I have E01 now in the keynote. And so that means anytime I go to place a keynote on these elements that are of the same type, so this one's a curtain wall, and so is this one here, it's going to automatically throw in the E01.
So you want to be pretty cautious with how you use this, because you could be overriding different settings as you go through. I personally use the user keynote more often than not, and it seems kind of counterintuitive because it's like, oh, well, why wouldn't you just use the element one? And it's really because when you're working in a group environment, you end up putting yourself in a situation where it becomes very difficult to try and keep track of what everybody else is doing, and so you end up overriding each other's work all the time. If I were to add the keynote here for the elevator, which seems counterintuitive because we already did note it as elevator, but that's okay.
We'll go ahead and note it as elevator here. And then let's say I wanted to note this as the column. This is a pretty safe one to use that type keynote.
If I were to use the element or type keynote here, I could go ahead and add that to this guy here, and I can say this is going to be column, just like that. Now you may be having the same reaction that I am right now, looking at this and thinking that symbol is just not going to work for me. If you look at it, we do have a few different types of keynotes that we can use.
Everything from keynote text, to just having the number floating out there, to the smaller box, which believe it or not, this is the smaller box, to a larger box, which gives you enough space to fit that full division number like you saw in the first example I showed. If I were to go to the small box, which is the one that we want to adjust here, I can edit the type and I can see that the box size is three quarters of an inch. And so if we reduce that down to maybe about half that size, to three eighths of an inch, we can take a look at it.
And that seems much more appropriate for our project here. And you can agree that it looks a lot better. The other thing that we have is our arrow.
We can always change that leader in the type parameters to a different one as well. And I use this arrow field 15 degrees quite a bit. So I'll hit okay, and now we've got our keynote set up, but there's really nothing referencing to it in this plan.
If I go to my level one sheet here, then I can add my keynote legend to the sheet. And if I go to legends, keynote legend, I can just drag that over to the sheet and then I can place it in the way that I'd like to see it. And so I'm going to scrunch it over here onto this side and maybe a little bit more space there and then just bring it all the way across to this point here.
And so there's a lot of information that's being shown on here. If I right click on here and go to edit schedule, I can edit the appearance because I really don't need it to say key value and keynote text. So I can take off the show headers here and hit okay.
And then now when we look at that A201 sheet, this is what our keynote legend looks like. Whether you want it to be gridded like we have here or not, that's totally up to you. That's just a graphic decision that you can make.
But if you wanted to adjust that, it would be in your appearance here. And you can see that it's checked with gridlines to be on. And that's what's going to give you the gridlines for it.
I'm going to go ahead and leave them on and hit okay here. And then I'll go back to my A201 plan. Now, with my keynote legend set up the way that we want it, what I could do is I could actually copy this to the clipboard.
And then I can do paste and I can say aligned to selected views. And then I can pick the sheets that I want this to be pasted onto. So it's pretty much all of our sheets except for the title sheet and obviously level one because we already have it on there.
And this will allow me to put my keynote legend on every sheet. And then as I go through and add my keynotes to the plans, they'll automatically be added to this list. This one might need to move just because of the size of the plan, but not a big deal.
And we're actually not going to put keynotes on the A100 sheet, so I'll go ahead and delete that. Next, we're going to go ahead and add a few keynotes just throughout the project so that we can get used to some of the different workflows that are required.
