In addition to the valuable core content found in our Revit Fundamentals guides, we've included appendices that offer supplementary content with additional tips and insights to assist you in your work with Revit. One of the topics covered in this material is the process of importing and exporting schedules.
Schedules in Revit are essentially views that can be transferred from one project to another. When you copy a schedule into your project, only the schedule's property information is duplicated. Details about individual items scheduled, such as doors, windows, plumbing fixtures, or beams, are not copied over. Elements are only added to schedules when they are added to a project. Additionally, you have the option to export the schedule information for use in spreadsheets or other external applications.
How To: Import Schedules
1. In a project that you want to import a schedule into, go to the Insert tab>Load from Library panel, expand Insert from File, and click Insert Views from File.
2. In the Open dialog box, locate the project file containing the schedule you want to use and click Open.
3. In the Insert Views dialog box, select the schedule(s) you want to import and click OK.
Note: If the referenced project contains many types of views, change Views: drop-down list to Show schedules and reports only.
4. Only the schedule’s properties are imported. The image below shows the imported schedule with just the properties (e.g., columns, title, and header names) on the left versus the original schedule that was imported on the right.
How To: Export Schedule Information
1. In your project, open a schedule view that you want to export.
2. In the File tab, click Export>Reports>Schedule.
3. In the Export Schedule dialog box, select a location to save the schedule, enter a file name and set the file of type, and click Save.
4. In the Export Schedule dialog box, set the options in the Schedule appearance and Output options areas that best suit your spreadsheet software and click OK.
5. A new Excel or text file is created that you can open in Excel or import into another software (e.g., AutoCAD).
I hope you found this information helpful. Let me know if you would like me to elaborate on how to import your Revit schedule information into AutoCAD, and I can cover that in a future article!
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