Monthly Archives: November 2011

How to: Forerunner to how to Number openings + using Interactive Schedule

First some background.

Every company should have their own prescribed “manual” for staff to follow when dealing with Door/ Window Scheduling, otherwise there could be chaos or heated arguments over the “correct” way to do this. Herewith are some points to incorporate:

Before I continue for ease of explanation I refer to Door Schedule only instead of keep repeating Door & Frame Schedule / Window Schedule.

Opening Information in Construction Documents

  • The main entry drawing into a set of construction documents is the floor plan. You show what you can there, and what you can’t, you reference to another drawing, the Door Schedule

Door Information on Floor Plan

  • On the Floor Plan, show door:
  1. Location,
  2. Swing
  3. Opening Number
  • The opening number will guide the reader into the appropriate information row in the Door & Frame Schedule.
Door & Frame Schedule
  • Door Information that cannot be easily shown on the Floor Plan is shown in the Door & Frame Schedule.
  • A Door & Frame Schedule is really an Openings Schedule because it schedules not just doors, but frames, glazing, and finish hardware. In other words, everything in the opening.
  • The Schedule also provides sizes, types (configurations), materials, fire resistance ratings and other information.
Opening Number
  • There are two options for assigning opening numbers, based on the Door Schedule to be used: 
  1. Standard Door Schedule, where every opening will have an individual, unique number.
  2. Optional Door Schedule, where identical openings are assigned the same number to reduce the size of the Door & Frame Schedule.
  • Each opening number will be assigned to a horizontal row of information in the Door & Frame Schedule.
Standard Door & Frame Schedule
  • Openings are numbered based on the number of the room that they serve. Every opening in the project has a unique number assigned to it.
  • Where more than one opening serves the same room, a suffix letter is added to the room number (-A, -B, -C, etc.).
  • Only one number is assigned per opening, regardless of how many doors are contained in the opening.
  • Doors that are typically provided as part of a window or storefront may be referenced elsewhere, but should still have an opening number for reference purposes.
  • In remodeling projects, existing openings with no work may be undesignated. Those with work (such as door or hardware replacement) must be assigned numbers.
Numbering Example
Each style of door should have a different ID suffix.
In this example:
D-01-A is door 1 of style A.
Another door of the same style would be D-02A.

Doors of a different style would be D-01B, D-02B, etc.

Doors of a third style would be D-01C, D-02C, etc.


How to: Make a “Composite” Door/ Window Schedule

A common request received from Users/ Clients is how do I make my ArchiCAD door/ window schedule look the same as the company “standard”. In other words at some point in time, maybe when the company was first established, someone was tasked with producing a door/ window schedule. Remembering that most probably it was set up manually to look a certain way on a drawing board or 2D CAD software without any consideration for automation of the output. Of course this discussion would not be necessary if there was a “South African Standard” for how a door/ window schedule should be set out. Then it would be relatively easy to set up such a door/ window schedule “standard” and make it available to clients/ users.

Therefore the alternative is to look at allowing for flexibility of how a door/ window schedule can look, but at the same time use the automation process of the Interactive Schedule. The following explanation proposes the use of a “Composite” door/ window schedule consisting of more than one Interactive Schedule placed onto a layout, in this example I used 3. From the “Scheme Settings > Door List” click on “Duplicate…” and then “Rename…”. At this point it is important to point out that any filtering “Criteria” needs to be duplicated for all instances. E.g. I added “Library Part Name  –   is not  – Empty Door” to Door list 1-3.

After duplicating the Door List it is important that these are reflected in the “Navigator – View Map” as explained in a previous post. For this example I renamed the 3 Door lists to Door List – Top, Bottom & Middle. It is important to access these from the Navigator – View map as this dictates the scale for set-out.

When looking at the setup of Scheme Settings for Door List 1 – 3 it is once again important to have common “Schedule Fields:” for the filtering process. The important ones that I have underlined in the following 3 screen shots are: Orientation, Nominal W x H Size & Door Panel Style

But then this would mean that when these 3 are placed on the same layout there would be duplicate fields shown. To help eliminate this I propose the use of “Custom text 10” found under “Available Parameters: > General > Custom text 10” to act as a separator.

I then used yellow highlighter to indicate those fields that are displayed on the layout

For this example when setting up the “Style:” of the 3 Door Lists I used “Records by Rows” but you can use a combination of “Records by Rows” & “Records by Columns” depending on the look of the schedule you want to achieve.

For the layout I placed the 3 door lists one above the other. The purple rectangles indicate “superfluous” fields that are repeated but are necessary for the filtering process. I set up the schedule in such a way that these are not on the page.

It is important to point out that another common factor that the 3 Drawings share is “Split Drawing among Multiple Layouts” and “No Title”.

Please note: there are limitations to what the “Restructure Table” command can do. It is not able to ‘obscure’ the unwanted fields, therefore I propose the system of a separator field and then arranging the drawings so that they are off the page and therefore don’t plot or print.

How to: Door & Window Schedules using the Interactive Schedule

Introduction & Background to the Interactive Schedule

ArchiCAD’s Interactive Schedule function allows you to automatically generate  schedules. Unlike simple lists created with the commands of the Document > Schedules and Lists menu, the Interactive Schedule not only displays quantities and other parameters – you can actually edit it. This makes it possible to notice and correct inconsistencies resulting from a data entry error or from the merging of the work of several people on different parts of the same project.

For example, the schedule may allow you to detect that all but one of the thirty or forty doors placed in your building have the same height and width. You can then select this door directly from the schedule and check whether there is a reason for this inconsistency. If you find that this was a mistake, then you can correct the setting in the schedule and automatically update the door in all views.

Similarly, it’s easy to double-check how many of the doors open to the right or the left. There are two categories of Interactive Schedules:

  • Element Lists show characteristics of simple construction elements.
  • Component Lists are optimized to list information about each component of composite elements (composite walls, slabs, roofs and/or multi-component profile elements
To make a door or window schedule you would use the Element List . Go to Navigator > Project Map > scroll down list to Schedules > Element > select Door List or Window List
Setting up the Door or Window List as a View
When setting up a Door or Window schedule for the first time using the Interactive Schedule it is important to know that you should save the Door or Window List as a View. When the Door or Window List is viewed as a view one can control the output scale, especially considering the setting out of the schedule on paper.
The one way to save the Door or Window List as a view is to right-click on it in the Navigator > Project Map and then select the option “Save Current View…”. You will find the Door or Window List at the bottom of the Navigator – View Map.
The other way is from Navigator – View Map > click on button towards the bottom of Navigator called “Clone a Folder…”. This will then open up the “Clone a Folder” window > scroll down the list and double click on Schedules to expand > click on Element (Note: under the General tab – Scale: is blanked out and cannot be changed, don’t worry about this as we can change this later).
Select “Clone”

You will now see the view “Element” at the bottom of the Navigator – View Map. Expand the “Element” View and select Door or Window List then click on the button at bottom of Navigator – View Map > “Settings…”

View Map > Door List > Settins” src=”” alt=”” width=”163″ height=”384″ />

Under the View Settings > General Tab you will now be able to set the “Scale:, Pen Set:, Model View Options: etc. At this stage 1:50 would be recommended.

How to: The significance of certain “Schedule Fields” in the Interactive Schedule

The Interactive Schedule not only displays quantities and other parameters, but you can actually edit it. The ability to edit the Interactive Schedule is what I will discuss in this post.

When learning how to use the Interactive Schedule a good place to start would be with one of the default Schedules as supplied by Graphisoft with the ArchiCAD 15 Template for example. When launching ArchiCAD there is the option to start a New Project. If ArchiCAD is already launched then from the File Menu > New > New… This open the New Project Window. Select option Use a Template = ArchiCAD 15 Template.tpl. You will then see 4 “default/ example” Element Schedules: Door List, Object Inventory, Wall List, and Window List.

For this post I decided to use the Door List to help illustrate the importance of certain Schedule Fields. Under the tab Fields / Door List > Schedule Fields: you will see 9 used. Some of these are important while others are not.

Then on the left hand side of “Fields / Door List” you can find additional “Available Parameters:” under the drop down arrows “General”, “Window / Door” and then there are lots more available if you click on the button “Additional Parameters…”

When opening the “Additional Object Parameters” window it is easier to filter by using the option “Select Object by: = Folder View (used Objects only). Then click on the down arrows and select any door. Which door you select does not matter. Under the “Available Parameters:” there is a long list to choose from. Select a parameter from the list and click on the “>>Add>>” button.

Important “Schedule Fields:”

Nominal W x H Size. To help illustrate this I placed 3 instances of D3 Sliding 15 with 3 different widths. 

Then from the tab Fields / Door List > Schedule Fields: I clicked on Nominal W x H Size and then on the Remove button. The result of this is the Door List schedule does not recognize the 3 doors as being unique by their Width or Height.

Orientation. To help illustrate this I placed 2 instances of D1 15 with 2 different door swings, namely Left and Right hand.

Then from the tab Fields / Door List > Schedule Fields: I clicked on “Orientation” and then on the Remove button. The result of this is the Door List schedule does not recognize the 2 doors as being unique by their orientation, Left or Right hung.

Door Panel Style. To help illustrate this I placed 10 instances of D1 15 with the same door swing but with 10 different Door Panels.

The result of this when scheduling is that the default Door List does not recognize that the door panels are different and schedules them as 1 door.

To fix this open the Scheme Settings > Fields / Door List > Additional Parameters…

The “Additional Object Parameters” window will open. Click on the top drop-down menu – “Select Object by: = Folder View (used Objects only). In the example project file I placed 10 instances of D1 15.gsm. But in your own project you can select any door object that has door panels. Under “Available Parameters:” search for gs_door_typ  Abc   Door Panel Style. Click on the “>>Add>>” button and it is shown under “Selected Parameters:”. Click “OK” to close the window.

“Door Panel Style” is now added to the bottom of the “Schedule Fields:”

The Door List now separates D1 15 into 10 cells, by Door Panel Style

Less Important “Schedule Fields:” 

The use of “less Important” is to highlight those schedule fields that do not necessarily affect the filtering process but the “look” or “output” of the Schedule. For example 3D Back View, 3D Front Axonometry, 3D Front View & 2D Symbol are visual fields.  While others are Descriptive in nature, like Library Part Name, Quantity, Zone Number, W/D nominal sill height etc…..

There are many Schedule Fields that would fall under the “Less Important” category, therefore it sometimes takes a ‘trial & error’ process to figure out which is which. In other words practice and experience working with the Interactive Schedule.

How to: Split a Schedule (Door/ Window) into Multiple Layouts

When placing a long schedule-based drawing (Door/ Window Schedule) onto a “smaller” layout page (e.g. A4) it will not fit. It is possible to quickly and easily split up a long Schedule and place it onto multiple Layouts, so that all data on the Schedule can be published on individual layouts. Please note: This feature is available only for Drawings created from Element Schedules and Project Indexes.

Split Schedule into Multiple Layouts

One needs to first save the “Door/ Window List” as a view, this is explained in previous post “How to: Door & Window Schedules using the Interactive Schedule“.

To summarize “Saving a View”: From the Navigator – View Map click on the button “Clone a Folder” and under the tab “Identification” > Choose Project Map > then select “Schedules > Element”. Click on “Clone” button to close the window. It is recommended to rename the newly created view “Element” to “Interactive Schedule”. Lastly change the output scale of the Door Schedule View to 1:50 for example.

From the “Navigator > Layout Book” select “New Layout…” button to Create a New Layout. Change the “Name:” to a more appropriate easily recognizable name. Under the tab “General Settings” select the desired “Master Layout:” (in this example I choose “A4 Portrait”. Click “Create” button to close window.Double click to open the newly created Layout called “Door Schedule”. You can now drag the “Door Schedule” view onto the layout. To do this click on “Navigator – View Map” and click and hold down left mouse button to drag the “Door Schedule – view” onto the layout.

Select the drawing “Door Schedule” and right-click and select “Drawing Selection Settings”.

From the window “Drawing Selection Settings” under the tab “Frame > Frame’s behavior: > check the “Split Drawing among Multiple Layouts” checkbox. Under the “Title” tab it is recommended to select “No Title”. Click “OK” to close.

Please note: When you place a Drawing based on an Element Schedule onto a Layout, this checkbox becomes available in Drawing Selection Settings. Otherwise for drawings with other sources, the checkbox is grey.Select the Drawing – Door Schedule and click on one of its four corner nodes. This will open the pet palette. Click on the “Restructure Schedule” button. Resize the schedule so that only one cell is encompassed. Then click on the middle node to drag and place it in desired position on layout.

You will now see that ArchiCAD created as many Layouts as needed to display the entire contents of the Schedule. In the “Navigator – Layout Book” only one Layout is shown. But it has a “multi-page” icon, which is different from the single Layout icon. The total number of Layouts used for this Drawing is displayed after the Drawing Name. In this example “1/10” is shown.

Use the buttons “Next page” and “Previous page” buttons at the bottom of the “Door Schedule Layout” to jump to the next page.