Revit 2026_Schedules & Quantities Takeoff_ Basic To Advanced

Master BIM Scheduling, Quantity & Material Takeoff (MTO) Techniques, Cost Estimation, and Professional Data Management

What you'll learn

Create and customize Schedules/Quantities for multiple Revit categories

Understand and work with Type Parameters and Instance Parameters effectively

Add and manage custom fields including text, images, and URLs

Combine, calculate, and format data within Revit schedules

Use from Room and To Room fields for room-based reporting

Apply Filters, Sorting/Grouping, and Formatting for organized outputs

Adjust Appearance settings for professional presentation

Perform Material Takeoff (MTO) for accurate quantity estimation

Create Sheet Lists, Note Blocks, and View Lists for documentation

Implement Schedule Keys for managing repetitive data

Apply View Templates to schedule views for consistent formatting

Organize schedules in the Project Browser for better workflow

Export Revit schedules to Excel and Text for reporting and cost control

Requirements

Basic Knowledge about Revit

Description

Do you want to master Revit Schedules and take your BIM workflow to a professional level?Are you looking for a practical way to perform accurate quantity takeoffs, control project costs, and improve coordination?Do you wish you could quickly generate, organize, and format data tables in Revit that are both functional and presentation-ready?If you answered “yes” to any of these, then this course is designed for you.In this comprehensive, hands-on Revit Schedules & Quantities course, you will learn how to create, customize, and manage Schedules/Quantities in Autodesk Revit from the ground up. Starting with the basics, you’ll explore what schedules are, how to set them up for different categories such as doors, windows, and rooms, and how to distinguish between type parameters and instance parameters to ensure data accuracy.You’ll then move into advanced schedule properties, including Fields, Filters, Sorting & Grouping, Formatting, and Appearance settings. You’ll discover how to add custom parameters, combine and calculate values, apply conditional formatting, and create schedules that are not only accurate but also easy to read.From there, the course dives into specialized schedules like Material Takeoff (MTO), Sheet Lists, Note Blocks, and View Lists — teaching you how to measure materials across the entire model, organize drawing sheets for documentation, and manage non-model elements effectively.You will also learn advanced techniques such as:• Using Schedule Keys to manage repetitive data efficiently• Applying View Templates to schedule views for consistent appearance• Organizing schedules in the Project Browser for faster navigation• Exporting schedules to Excel and text files for reporting and cost estimationEvery topic is explained with real-world examples and practical workflows, ensuring you can immediately apply the skills to your own projects — whether you’re working in architecture, engineering, or construction.By the end of this course, you will be able to create professional, data-rich schedules, extract accurate quantities, and communicate project data with clarity to clients, contractors, and stakeholders.Topics covered include:1. Creating Schedules/Quantities for elements such as doors, windows, walls, and structural components2. Understanding and using Instance vs Type Parameters in schedules3. Adding and managing custom fields, including text, images, and URL data4. Using From Room and To Room fields for room-based data reporting5. Combining and calculating fields within schedules6. Applying filters, sorting, and grouping for organized outputs7. Formatting schedules for professional presentation8. Adjusting final Appearance settings for clarity9. Editing schedules directly with the Modify tools10. Performing Material Takeoff across multiple categories11. Creating Sheet Lists, Note Blocks, and View Lists12. Utilizing Graphical Column Schedules13. Implementing Schedule Keys for data consistency14. Organizing and managing schedules in the Project Browser15. Exporting schedules to Excel and TXT files for external useWith these skills, you’ll have the confidence to deliver accurate project data, save time on documentation, and take full advantage of Autodesk Revit’s powerful scheduling capabilities.

Overview

Section 1: Introduction to Revit Schedules and Course Overview

Lecture 1 Welcome to the Course & What Are Schedules in Revit

Lecture 0 Exercise File

Section 2: Creating Schedule/Quantities in Revit

Lecture 2 Creating a Schedule/Quantities Table for Doors and Windows

Lecture 3 Instance vs Type Parameters in Revit Schedules

Lecture 4 Adding Custom Fields: New Parameters, Image & URL Data

Lecture 5 Room-Based Data, Using from Room & To Room Fields

Lecture 0 Exercise File

Section 3: Mastering Revit Schedule Properties – Fields, Filters, Sorting & More

Lecture 6 Working with Fields – Add, Calculate, and Combine Parameters

Lecture 7 Filtering and Sorting Data in Revit Schedules

Lecture 8 Formatting Revit Schedules for Better Readability

Lecture 9 Final Appearance Settings in Schedule Properties

Lecture 10 Modify Schedules/Quantities – Tools and Practical Edits

Section 4: Specialized Schedule Types in Revit

Lecture 11 Material Takeoff – Quantities by Material Across the Model

Lecture 12 Working with Sheet List in Revit

Lecture 13 Note Blocks – Scheduling Generic Annotations

Lecture 14 Graphical Column Schedule & View List

Lecture 0 Exercise File

Section 5: Schedules Keys, Organizing and Exporting Data

Lecture 15 Using Schedule Keys in Revit

Lecture 16 Organizing Schedules, View Templates and Browser Setup

Lecture 17 Exporting Revit Schedules to Excel and Text Files

Lecture 0 Exercise File

BIM Modelers,BIM Managers,BIM Coordinators,BIM Specialist,Project Managers,Revit Users,3D Modelers