PAMPHLET 23 Door Schedules

REVIT PURE PRESENTS
PAMPHLETS
ISSUE #23 / WINTER 2022
DOOR
SCHEDULES
revitpure.com
© Copyright 2022 - BIM Pure productions
by: Nicolas Catellier, Architect
PAMPHLETS COLLECTION
REVIT PURE - © Copyright 2022 - BIM Pure Productions

PAMPHLETS COLLECTION
REVIT PURE - © Copyright 2022 - BIM Pure Productions

PAMPHLETS
ISSUE #23 / WINTER 2022 / DOOR SCHEDULES
WHAT IS THIS “PAMPHLET”?

Revit Pure Pamphlets are published 4 times a year by email. Each
edition covers a particular Revit theme. We like to pick themes
that are complex and confusing. Our job is to make these topics
simple for you.
WHY DOOR SCHEDULES?

In pamphlet #2, we covered schedules. In pamphlet #13, we
covered doors. For this pamphlet, we’re mixing both!
If you are a beginner, make sure to read pamphlet #2. Here, we’ll
cover some basic principles of a good door schedules. You will
learn to think about type/instance parameters. You will then fix
units, properly use the “From Room” parameter and you will
properly organize your schedule.
Then, you will learn how to create a door hardware set schedule
that you can send to your consultant.
Good luck and enjoy.
REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 4

PAMPHLETS
MANAGE LEARNING PACKAGE
We’ve recently released a new course dedicated to BIM

managers who want to become Revit masters. Click on this link
to get the entire course. Pamphlet readers get 15% off.
LEARN MORE
PAMPHLETS
1- DECIDE IF YOU’LL USE TYPE OR

INSTANCE PARAMETERS
Each firm has different standards for their door schedules. An
important thing you’ll need to figure out is if you will be using
type or instance for each parameter. There is no universal answer
to this question.
Typically, you might put all dimensions and materials in type

parameters.
When a parameter isn’t directly related to the geometry or the

general material, instance is usually more suitable. For example,
the fire rating and hardware would be instance parameters.
In the schedule below, we’ve used yellow for type parameters

and green for instance parameters. Some of the instance
parameters (From Room / To Room) are built-in and
automatically generated.
You can keep a copy of this “work” schedule for internal use.
In the example of Fire Rating, this is a built-in type parameter. It

means you’ll have to create a new Instance project parameter to
actually be used in the schedule.

PAMPHLETS
2- CHANGE UNITS FROM FEET TO INCHES

Doors dimensions are often set to inches even though the rest of
the project might be in feet. You will have to the Formatting menu
and select one of the field. In this case, we pick the height.

PAMPHLETS
Then, uncheck “Use Project Settings”. Select Fractional inches

instead of feet and fractional inches.
Set up the rounding option. When it’s done, you can see that
the dimensions show up in inches. The same technique could
be used to show both metric units in an imperial project or vice-
versa.

PAMPHLETS
3- COMBINE HEIGHT AND WIDTH

Some users prefer to combine the height and width in the same
column. Go to the Fields menu and click on the “Combine
Parameters” icon. Then, add Width and Height to the combined
parameters field.

PAMPHLETS
When the parameters are added, add a separator. In this case,

we type in “ x “, including the space before and after.
You can see the result in the schedule.

PAMPHLETS
You’ll still see the old height and width separate parameters
when the parameters are added. You will need to hide them in
the Formatting menu. Check the hidden field box for both height
and width. These parameters will still be used for the combined
parameters you’ve created, but they won’t appear in a specific
column.

PAMPHLETS
4- ADD “FROM ROOM” AND “TO ROOM”

Most users want to see where the room is located with the “From
Room” and “To Room” parameters.
Go to the Fields menu. Select From Room or To Room in the

“Select available fields from” dropdown menu.
You can pick any parameter from the room. In this case, we’ll
pick room number.

PAMPHLETS
By default, From Room and To Room parameters are

independent from the direction of opening. To switch the rooms
in these two fields, you can use the dropdown menu:
However, there is a little trick to make the door automatically

adjust the From Room and To Room parameters. First, you’ll have
to edit the door family. Then, in the general properties, activate
the “Room Calculation Point”.

PAMPHLETS
You should see a curved

green dashed line. The
beginning of the arrow
represents the “From
Room” and the end
represents the “To Room”.
Load the family back into
the project.
As you can see in the schedule below, the room information will
automatically update based on the door swing direction. So if
you change the info in the schedule, the door will flip.

PAMPHLETS
5- ALTERNATIVE: USE ROOM NUMBER &

NAME ONLY
Some users prefer to have a single room number. In addition,
they like to see the room name. In this case, pick either From
Room or To Room. Add the “To Room: Name” parameter as well.
You should rename the fields in the schedule to simply number
and name. In this case, we also group the parameters with the
“Room” header.
If you use this strategy, you can use the drop-down menu of
the number to switch the From/To Room. The room name will
automatically be updated. Be careful if you’ve activated the
Room Calculation Point in the door family though, as it will flip
the door.

PAMPHLETS
6- CREATE A “DOOR TYPE” SCHEDULE

In most commercial project, the room schedule typically
contains every single door, each with its unique number.
In a residential project, unique door numbers are not necessarily

used. A type mark value would be used and the schedule would
have a “count” parameter.
In the schedule, make sure to add the Type Mark and Count
parameters.

PAMPHLETS
In the Sorting/Grouping menu, sort by Type Mark. Then, uncheck

the Itemize every instance box.
You can see the results here. Many fields have the “varies” value,
meaning it is an instance parameter. You should remove all
instance parameters from this type of schedule or replace them
with type parameters instead.
Here is the “door type” schedule. The count parameter is used to

show how many doors of that type are used in the project.

PAMPHLETS
8 STEPS TO CREATE A DOOR HARDWARE

SET WITH KEY SCHEDULES
1- ADD HARDWARE PARAMETERS

Let’s add a set of hardware components to your doors. First,
you will need to add a parameter for each component. For this
example, we’ll start with a few parameters:
- Hinges
- Locket
- Closer
Create a new text, instance-based project parameter for each.

You can group the parameter under a specific category to ensure
all of them are grouped together. In this case, we use “Materials
and Finishes”.

PAMPHLETS
When you select a door, you should see the new hardware
parameters in the properties:
Optional: to clearly distinguish hardware parameters, you can set

a prefix like HS (for Hardware Set). It’s also wise to use shared
parameters to eventually embed the information in families and
use it on tags.
Note: shared parameters in key schedules can only be used in

Revit 2022 or more recent.

PAMPHLETS
2- CREATE KEY SCHEDULE

There is a chance you have no idea what a key schedule is.
Create a regular schedule like usual and pick the doors category.
Then, check the “Schedule Keys” box. Give the name “Hardware
Set” to the key.
In the schedule, you can add all instance properties. In this case,
pick all the hardware components:

PAMPHLETS
3- ADD A ROW FOR EACH HARDWARE

GROUP
By default, your schedule will be empty.
You will have to click on the Insert Data Row button.
Each row represents a hardware group. Create a few to get

started:

PAMPHLETS
4- FILL UP THE SCHEDULE
Fill up the information for each hardware group. Of course, you

can complete the schedule later on if you don’t have all the
information yet.
You can rename the headers to remove the HS prefix.
You can add additional parameters later on, based on the

information required on your doors.

PAMPHLETS
5- ADD HARDWARE GROUP TO MAIN

DOOR SCHEDULE
Go back to the main door schedule. Add the “Hardware Set” field
to the schedule.
For each door, select a hardware set from the dropdown menu.

PAMPHLETS
Once you have set a hardware group to a specific door, the

hardware parameters are locked and grayed out. You can see an
example when a door is selected:

PAMPHLETS
6- PLACE BOTH SCHEDULES ON SHEET
Now, make sure both the main door schedule and the key
schedule (hardware set schedule) are placed on the sheet. You
can see that the hardware set parameter in the main schedule
refers to the second schedule.

PAMPHLETS
7- LIST ALL DOORS FROM A HARDWARE

SET GROUP
If you have a lot of doors, you might like to see all doors grouped
and sorted by the hardware set. Duplicate the main door
schedule. In the Sorting/Grouping menu, sort by Hardware Set.
In the Formatting, activate Hidden Field for Hardware Set since

the column would be redundant information.

PAMPHLETS
Here is our resulting schedule. You can see all doors for each
hardware set number.

PAMPHLETS
8- EXPORT AND SEND HARDWARE

SCHEDULE TO CONSULTANT
Often, architects rely on consultants to complete the doors

hardware specs. Often, the process involves manually entering
back the information provided by the consultant.
With BIM, the old workflow is outdated. Instead, we’ll export and
import the schedules directly from Revit. We recommend using
the free DiRoots Sheetlink plugin. We won’t cover all the features
for this plugin here, but we wrote a blog post about it here.
Export the Doors Hardware Set schedule using this plugin.

PAMPHLETS
Ask your hardware consultant to fill up the information in the

excel spreadsheet. When you receive the file back, you can
simply reimport it in Revit. The fields will be automatically
replaced. A limitation though: you must pre-create the hardware
group number in Revit for this technique to work.
In the image below, you can see that the information entered in
Excel is reflected in the Revit schedule when imported back:

PAMPHLETS
CHECK OUT OUR MANAGE COURSE

Did you enjoy this pamphlet? Make sure to check out our
MANAGE learning package, which has a huge section dedicated
to schedules. Click here to learn more about the MANAGE course
and get 15% off.
LEARN MORE
PAMPHLETS
THANKS FOR READING!

As always, send your thoughts to nick@revitpure.com. I read and
answer all emails. Let me know what theme you want explored
for the next edition.

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REVIT PURE PRESENTS

ISSUE #23 / WINTER 2022

REVIT PURE - © Copyright 2022 - BIM Pure Productions

REVIT PURE - © Copyright 2022 - BIM Pure Productions

WHAT IS THIS “PAMPHLET”?

WHY DOOR SCHEDULES?

Good luck and enjoy.

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 4

MANAGE LEARNING PACKAGE

We’ve recently released a new course dedicated to BIM

1- DECIDE IF YOU’LL USE TYPE OR

Typically, you might put all dimensions and materials in type

When a parameter isn’t directly related to the geometry or the

In the schedule below, we’ve used yellow for type parameters

In the example of Fire Rating, this is a built-in type parameter. It

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 6

2- CHANGE UNITS FROM FEET TO INCHES

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 7

Then, uncheck “Use Project Settings”. Select Fractional inches

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 8

3- COMBINE HEIGHT AND WIDTH

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 9

When the parameters are added, add a separator. In this case,

You can see the result in the schedule.

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 10

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 11

4- ADD “FROM ROOM” AND “TO ROOM”

Go to the Fields menu. Select From Room or To Room in the

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 12

By default, From Room and To Room parameters are

However, there is a little trick to make the door automatically

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 13

You should see a curved

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 14

5- ALTERNATIVE: USE ROOM NUMBER &

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 15

6- CREATE A “DOOR TYPE” SCHEDULE

In a residential project, unique door numbers are not necessarily

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 16

In the Sorting/Grouping menu, sort by Type Mark. Then, uncheck

Here is the “door type” schedule. The count parameter is used to

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 17

8 STEPS TO CREATE A DOOR HARDWARE

1- ADD HARDWARE PARAMETERS

Create a new text, instance-based project parameter for each.

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 18

Optional: to clearly distinguish hardware parameters, you can set

Note: shared parameters in key schedules can only be used in

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 19

2- CREATE KEY SCHEDULE

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 20

3- ADD A ROW FOR EACH HARDWARE

By default, your schedule will be empty.

You will have to click on the Insert Data Row button.

Each row represents a hardware group. Create a few to get

REVIT PURE - © Copyright 2022 - BIM Pure Productions Inc. 21

4- FILL UP THE SCHEDULE

Fill up the information for each hardware group. Of course, you

You can rename the headers to remove the HS prefix.